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Seaboard: Watching the Stocks that Nobody Watches

I like finding oddball stocks that few people know about or bother following. One of the great things about investing is that little-known stocks can be great investments. Just look at the great performance of a stock like Leucadia National (LUK) which ...

From EDDY ELFENBEIN, Seeking Alpha,  17 Nov 2009

Related Topics: Seaboard Corp.

Governments Panic Too

Neil Barofsky’s report is out today and it says that the government gave away too much when AIG (AIG) went under. I can’t say I’m surprised, nor can I claim to be terribly upset. To me, the mystery is that some folks actually expected the government to ...

From EDDY ELFENBEIN, Seeking Alpha,  17 Nov 2009

Becton Dickinson Impresses, but Moog Continues to Struggle

Becton Dickinson (BDX), which I like a lot, saw its earnings rise to $1.25 a share for its fiscal fourth quarter, which matched estimates. The company made $1.11 for last year’s fourth quarter. Wall Street expects earnings next year of $5.09, which ...

From EDDY ELFENBEIN, Seeking Alpha,  5 Nov 2009

Related Topics: Becton Dickinson

Aflac: The Duck Bounces Back

Aflac Inc. (AFL), the world’s largest seller of supplemental health insurance, said third-quarter profit more than tripled as investment losses narrowed and a stronger yen magnified revenue from Japan. Net income rose to $363 million, or 77 cents a ...

From EDDY ELFENBEIN, Seeking Alpha,  29 Oct 2009

Fiserv: Still a Good Buy

For all of last year, Fiserv made $3.29. In July, it said to expect 2009’s EPS to range between $3.61 and $3.75. Today, the company narrowed the range to $3.63 to $3.68. The market seems a bit freaked out by that (the shares were off about 4% after ...

From EDDY ELFENBEIN, Seeking Alpha,  28 Oct 2009

Related Topics: Fiserv, Inc.

David Rosenberg Is Wrong, Stocks Aren't Ridiculously Valued

Joe Weisenthal notes David Rosenberg’s comments that the stock market is overvalued. I’m sorry, I just don’t see how you can argue against this market on a valuation basis. Could there be a double-dip? Sure, that’s a risk and I can’t say how large. But ...

From EDDY ELFENBEIN, The Business Insider,  9 Oct 2009

The Problem With Regulators

The myth is that the regulators failed to focus on the systemic implications of financial innovation. The reality is that the regulators were keenly interested in systemic risk. However, like their counterparts in the financial industry, the regulators ...

From EDDY ELFENBEIN, ETF Investor,  10 Sep 2009

Roubini: Not Exactly a Prophet

I think I've been too critical of Nouriel Roubini. He's a very bright guy and well worth listening to. However, as Damien Hoffman points out, Roubini wasn't exactly perfect on predicting the credit crisis. As we can see, in March 2005 Roubini started ...

From EDDY ELFENBEIN, ETF Investor,  20 Aug 2009

PPI Is Lowest on Record

I believe second quarter GDP figures were not minus 1.5%, but closer to minus 4%. I see real GDP at even by the end of the year and into the first half of the year with a plus 2% in the second half of 2010. If another stimulus package of $2 trillion ...

From EDDY ELFENBEIN, Seeking Alpha,  18 Aug 2009

Cognizant: An Excellent Buy

My Buy List continues to roll. Cognizant Technology Solutions (CTSH) just reported a huge earnings beat, plus it guided higher. For the second quarter, CTSH earned 50 cents a share which is an amazing 13 cents over estimates.(Call Transcript) The ...

From EDDY ELFENBEIN, Seeking Alpha,  5 Aug 2009

Related Topics: Cognizant Technology Solutions

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