iconSeekingAlpha

Be Careful Trying To Time A Bottom At Krispy Kreme Doughnuts
By George Hanley:Shareholders in Krispy Kreme Doughnuts (NYSE: KKD) have enjoyed strong upside over the past five years, with the companys stock price up more than 400%, thanks to gradually improving profitability as well as a sizable expansion of its
The Value Proposition By Kim Shannon
By Kevin Graham:One of the perks of having a blog like this is that you get contacted by a wide variety of people. Most people want to discuss investment ideas, some discuss startups, and some are company executives or directors.
Are Stocks Set For A Major Decline In The Fall?
By Eric Parnell, CFA:The market news coverage is becoming increasingly polarized. On one side of the debate are those that believe the sky is the limit for stocks in the months ahead. With stocks reaching a fresh all-time high on
New Technology Could End The Debate Over Pipeline Safety
By Oilprice:Who could have ever imagined that North America would surpass Saudi Arabia as the worlds largest producer of oil and natural gas liquids? A decade ago, that would have seemed laughable.Yet thats exactly what has happened; and its not
Nobel Laureates, Halo Effects And Idiosyncratic Markets
By Frances Coppola:Chatting to a young Indonesian economist over breakfast this morning, I discovered that his impression of Nobel laureates had been radically changed by the Lindau meeting.I used to think that being a Nobel Laureate meant being a world
25 Of The Most Attractive Dividend Stocks
By Dividend Yield:These are tough times for investors who look for cheap companies. The Dow and S&P 500 jump from high to high, but this boom is credit-driven; its the result of the monetary easing policy of the worlds major
How To Read Between The Lines Of Asian Financial Statements
By CFA Institute Contributors: By Larry Cao, CFAWhen I was a new analyst following technology stocks for a predominantly US equity fund, one thing I noticed in doing competitor analysis was the low multiples of some Asian companies, even after
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iconDailyFinance

Market Wrap: Stocks Close Hot August with Another S&P Record
Filed under: Market News, Investing
Mastermind of $800 Million Fraud Gets 20 Years in Prison
Filed under: Scandals and Lawsuits, Ripoffs & ScamsImage Source/Getty ImagesBy CURT ANDERSONMIAMI -- The man who masterminded an $800 million insurance scam that fleeced tens of thousands
State of the Unions This Labor Day: Losing Battles in the States
Filed under: Careers, Labor, U.S. Government, This Built America
Federal Gov't Seeks More Support for Poor Borrowers
Filed under: Mortgages, Refinancing, Real Estate, Housing Market, Home Buying
Labor Day Sales That You Should Check Out This Weekend
Filed under: Shopping, Deals, Saving
Tired of Giving Money? Here's How to Just Say 'No'
Filed under: SavingGetty ImagesWhen youre telling a friend or family member no, you should always be firm but never rude.By Geoff WilliamsIts a problem everyone with a few
Week's Winners and Losers: BK's Big Buy; A&F Comes Up Shy
Filed under: Company News, Apple, McDonalds, Earnings, Investing
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iconThe Kirk Report

Eliminate All Hero Worship
“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.” - John Quincy Adams As my father once told me – you have a very important decision to make in your
Read Less During Times Of Stress
It is no secret that the financial media loves it when the market experiences some difficulty. They are after all in the business of selling advertising and, when the market goes down, their readership goes way up and they make
Forgive Yourself
“Forgiveness clears out the residue of the past. Until we forgive ourselves for what we did, did not do, or should have done, we will repeat our patterns. But when the mind is clear of guilt and shame, it focuses
The Best Christmas Gift
Many publish holiday buy lists to their followers this time of the year. Like many of you do, I enjoy reading some of these in order to get some new ideas for Christmas presents especially for those who are a
Teach Yourself To Focus
“Focus cannot be underestimated. I think that is a reason why some of the smartest people don’t become successful; they have a hard time focusing.” – Cyrus Massoumi When Google’s Larry Page asked Steve Jobs for advice before he passed,
Know Your Probabilities
With a just a little know-how and practice, most can begin to recognize basic chart patterns and successfully trade upon them. However, the patterns themselves are of no tremendous or lasting edge. What matters so much more is having the
Keep Your Trades To Yourself
Recently we talked about the challenges related to shadow trading – i.e. the practice of making the same trades or just watching someone else more experienced as a path to learning how to better trade or invest. Today let’s take
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iconTraderFeed

Landing a Job at a Trading Firm
Ive been part of the hiring process for many of the trading firms where Ive worked.  Perhaps that is why I receive a fair amount of mail from people seeking trading jobs and careers. 
The Four Pillars of Trading Process
We commonly hear that traders should develop and stick to a process.  But what is a trading process?  I would argue that, across trading styles and time horizons, there are four components essential to
PIRCH and Writing Our Life Stories
On a trip yesterday to Oakbrook Center, Margie and I came across PIRCH, a store featuring high end home appliances and furnishings.  As you can see from the above company manifesto, this is not
Why Quiet Markets Can Be Hazardous to Your Wealth
If you click on the above chart, youll see the rolling 50-day average of volume in SPY and the rolling 50-day average of daily trading range in SPY.  What is clear is that:  a)
Success in Trading: Why Mindset Matters
Psychologist Carol Dweck makes an important distinction between fixed mindsets and growth mindsets.  When we praise a childs fixed qualities, we anchor their self-concepts to those qualities and, ironically, create a less resilient set of behaviors
Grit, Self-Control, and Mental Toughness: The Psychology of Trading Process
Shout out to Abnormal Returns for excellent links posted today, including this post on 7 habits of people with remarkable mental toughness.  As Angela Duckworths research attests, sheer grit--the ability to persevere under adverse
More Rules for Life and Trading
A while back I submitted five rules for life to a website of the same name.  Here were my rules nearly 10 years ago:1)  In life, do good and do well.  Real success comes
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iconRandom Roger's Big Picture

The Hard Work Of Portfolio Protection
My latest for Alpha Baskets looks at funds that can act
Is This Bull Market Real?
In my latest post for Alpha Baskets we ponder whether t
Markets to Yellen; Meh
This week’s Market Update is posted at Alpha Bask
Weekly Market Update
This week’s market update has been posted at Alph
Overcoming Secular Stagnation
My latest for Alpha Baskets is titled Overcoming Secula
Evolution of Asset Classes
My latest for Alpha Baskets is titled You’re Gonn
Weekly Market Update
The weekly update is posted at Alpha Baskets and looks
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iconTicker Sense

August 25th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (-) The Aleph Blog (-) Biiwii (N) BullBear Trading Carl Futia (+) Dash of Insight (+) Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection (N)...
August 18th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (-) The Aleph Blog (-) Biiwii (N) BullBear Trading Carl Futia (-) Dash of Insight (-) Dividend Growth Investor (+) Elliot Wave Lives On Fallond Stock Picks (+) Global Economic Intersection (-) GEI...
August 11th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (-) The Aleph Blog (-) Biiwii (N) BullBear Trading Carl Futia (-) Dash of Insight Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection (-) GEI...
August 4th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (N) The Aleph Blog (-) Biiwii (-) BullBear Trading Carl Futia (-) Dash of Insight Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection (-) GEI...
July 28th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (-) The Aleph Blog (-) Biiwii (-) BullBear Trading Carl Futia (+) Dash of Insight Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks (-) Global Economic Intersection (-) GEI...
July 21st Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St (-) The Aleph Blog (-) Biiwii (N) BullBear Trading Carl Futia (+) Dash of Insight Dividend Growth Investor (+) Elliot Wave Lives On (+) Fallond Stock Picks Global Economic Intersection (-) GEI –...
July 14th Blogger Sentiment Poll
Blogger Sentiment Poll Participants: 24/7 Wall St The Aleph Blog (-) Biiwii (-) BullBear Trading Carl Futia (+) Dash of Insight Dividend Growth Investor (-) Elliot Wave Lives On (+) Fallond Stock Picks (+) Global Economic Intersection (-) GEI –...
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iconValue Discipline

The Developing Compensation Philosophy of the Treasury Department
Here is a link to Gene Sperlings opening statement: http://www.treas.gov/press/releases/tg166.htm#_ftnref3There are some very interesting quotes that help to frame Treasurys philosophy re systematic risk and executive compensation in this statement.Compensation structures that permitted key executives and other financial actors to
Executive Compensation-Government is Not Going Away
Corporate governance is a topic that many of us tend to ignore, leaving it to the institutions or corporate raiders that are looking to influence the strategic direction, the capital allocation, the corporate structures or the compensation structures of business.Yet,
Tiffany & Co-Valuation Seems Generous to Me
On Monday, Tiffany & Co reported what seemed to be somewhat disappointing earnings of $1.09 versus a street consensus of $1.13. TIF actually has had a fairly good history of positive earnings surprises in recent quarters (data courtesy of Reuters):Quarter
Traits of the Successful Investor and the Changing Nature of Brand Loyalty
The year 2010 seems to be progressing as a positive experience following the shaky start in January. The subsequent rally that has transpired since that time has caught many people flat-footed, but that is the price of erratic trading. Most
Book Review-"Even Buffett Isn't Perfect"
I am a complete sucker for investment books. My wife accuses me of owning several thousand books that have essentially the same title, usually some variant of Value Investing, valuation, or intrinsic value, or securities analysis. Of course, I have
John Templeton- The Triumph of Optimism
Sir John Templeton passed away yesterday. He died, much as he spent his life, peacefully.Geoff Gannon (and it is great to have him back in the blogosphere) has an extensive list of articles outlining Templetons life as well as a
An Interesting Screen-Deteriorating Operating Margins and Increasing Capital Intensity
As one would expect, deterioration in operating margins will occur in economic slowdowns. Marginal competitors frequently will try to clear inventories at ever lower margins in order to generate cash flow. I am particularly interested concerned if a company exhibits
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iconModernGraham.com

Lorillard Inc. Quarterly Valuation – August 2014 $LO
Lorillard does not qualify for the Defensive Investor but does satisfy for the Enterprising Investor. The Defensive Investor has concerns with the low current ratio and lack of dividend payments, while the Enterprising Investors only concern is the high level
Harman International Industries Quarterly Valuation – August 2014 $HAR
Harman International does not qualify for the Defensive Investor but does satisfy for the Enterprising Investor. The Defensive Investor has numerous concerns and is only satisfied by the market cap size, while the Enterprising Investor has no initial concerns.Read more
5 Companies to Research with the Lowest PEmg Ratio for the Defensive Investor – August 2014
Ive selected the five lowest PEmg (price / normalized earnings) companies reviewed by ModernGraham. Each company has been determined to be undervalued and suitable for the Defensive Investor according to the ModernGraham approach. Here is a summary of each companys
Hormel Foods Corporation Quarterly Stock Valuation – August 2014 $HRL
Hormel Foods is not suitable for the Defensive Investor but does satisfy for the Enterprising Investor. The Defensive Investor has concerns with the high PEmg and PB ratios, while the Enterprising Investor has no initial concerns.Read more →Related posts:B&G Foods
Genuine Parts Company – Quarterly Stock Valuation – $GPC
Genuine Parts Company does not qualify for the Defensive Investor but does satisfy for the Enterprising Investor. The Defensive Investor has concerns with the low current ratio and the high PEmg and PB ratios, while the Enterprising Investor has no
The Gap Inc. Quarterly Stock Valuation – August 2014 $GPS
The Gap Inc. is not suitable for the Defensive Investor but does qualify for the Enterprising Investor. The Defensive Investor has concerns with the low current ratio and the high PB ratio, while the Enterprising Investor has no initial concerns.Read
FMC Corporation Quarterly Valuation – August 2014 $FMC
FMC Corporation is not suitable for the Defensive Investor but does satisfy the Enterprising Investor. The Defensive Investor has concerns with the low current ratio, lack of dividend payments and the high PB ratio, while the Enterprising Investor has no
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iconStock Market Beat

Truck Tonnage Index
Truckline.com ArticleCompared with October 2008, SA tonnage fell 5.2 percent, which was the best year-over-year showing since November 2008. In September, the index was down 7.3 percent from a year earlier.
Corporate Cash Flow
St. Louis Fed: FRED Graph
Corporate Profits
No description.
Capacity Utilization
St. Louis Fed: Series: TCU, Capacity Utilization: Total Industry
Capacity Utilization
St. Louis Fed: FRED Graph
Corporate Profits
St. Louis Fed: FRED Graph
Capacity Utilization
St. Louis Fed: Series: TCU, Capacity Utilization: Total Industry
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iconBerkshire Ruminations

Moneyball for Investing
Baseball salaries exploded in the 1990s, forcing owners and managers to completely reevaluate how their teams were run. Billy Beane, general manager of the Oakland A’s believed he had found a solution. Rather than trying to buy the best players,
Empirical Finance Research Blog
If you are interested in financial research you may want to check out a new project I am starting with a friend of mine who is a PhD student at the University of Chicago. It is called Empirical Finance Research:http://empiricalfinanceresearch.blogspot.com/Our
Bullish on TMA
I captured the following screenshot from Yahoo Finance shortly after the market closed today:This was kind of surprising to me given the performance of
To Whom it May Concern:
This blog is not dead. I am just taking a break. Lots of personal stuff going on, including the recent birth of my first son. I had hoped to work out a combination of names such that his initials would
Buffett Videoconference at MU on Friday
I thought I might help publicize the University of Missouri Trulaske College of Business 2008 Forum on Emerging Issues & Trends in Real Estate. That is mouthful. What it means is that on Friday as part of a symposium on
A few thoughts on the Bear Stearns situation
The first lesson that came to my mind when I heard about this debacle was straight from Buffett: Don’t buy what you can’t understand. Was Bear a simple and understandable business? Of course not. Their investments were so complex that
Wrigley Deal and the Annual Meeting
I have been hesitant to jump to many conclusions about the Wrigley deal because I think there are still a lot of unanswered questions about Berkshires involvement in it. Hopefully many of the details will be explained this weekend at
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All credits go to the authors of these sites. Without their hard work Original Signal would not exist. Last updated on August 30th 2014 07:33 | Contact