Blogs about CX - Stockpickr! Your Source for Stock Ideas

Blogs about CX

Blogs	Description	Date Updated
Asking for Help	This post is a little different, so bear with me for a moment. I’m in the midst of taking my value investing and turning into a product that will enable me (and the firm I work for) to manage separate accounts. I figure a few of my readers may manage firms that manage separate accounts. If you do that, I’m just looking for pointers, particularly regarding difficulties to avoid in starting up such an operation. E-mail me at the address listed on this page if you think that you c...	July 23, 2008
Jim Cramer’s Lightning Round	Bullish Chesapeake Energy (CHK), Alcoa (AA), Medtronic (MDT) and Bristol-Myers Squibb (BMY). Bearish Wachovia (WB), Cemex (CX) and Intrepid Potash (IPI). Join the fastest growing community of small cap investors at Stockhideout.com...	June 24, 2008
Unusual Cemex Options Trading (CX)	There has been some unusual options activity in Cemex S.A.B. de C.V. (NYSE: CX) today over the last hour. If you go out to the JANUARY 2009 options expiration contracts, you will see that some 25,000 contracts have traded in the JAN09 $40 CALLS. It is very possible that these were some trade exits though as the open interest in that contract was 26,389 contracts before today. Unfortunately there is no way of knowing that without speaking with the person or group that made either side of th...	June 11, 2008
Recent Portfolio Moves, and Insurance Company Musings	On Friday, toward the end of the day, I added to my position in Cemex, just to rebalance the portfolio and take advantage of undue weakness in the Mexican stock market. Earlier in the day, though my timing was good, it could have been better, I swapped my exposure in Japan Smaller Capitalization Fund [JOF] for the SPDR Russell/Nomura Small Cap Japan ETF [JSC]. Given that I like JOF, why did I trade? The premium to NAV got too high — it was 10% on an intraday basis by my calculations, so,...	June 07, 2008
Friday's Upgrades and Downgrades	UpgradesBankrate (RATE)- Pacific Growth Equities Neutral » Buy Autodesk (ADSK)- AmTech Research Neutral » Buy SunTrust Banks (STI)- Stifel Nicolaus Sell » Hold Orbitz (OWW)- Stifel Nicolaus Hold » Buy Expedia (EXPE)- Stifel Nicolaus Hold » Buy MFA Mortgage (MFA)- Keefe Bruyette Mkt Perform » Outperform Flagstone Reinsurance (FSR)- Citigroup Hold » Buy American Axle (AXL)- Deutsche Securities Hold » BuyDowngradesApplied Signal (APSG)- BB&T Capital Mkts B...	May 30, 2008
Analyst downgrades: SNDA, ESLR, SPWR and MAR	Filed under: Analyst upgrades and downgrades, Marriott Intl'A' (MAR)MOST NOTEWORTHY: Shanda Interactive, Evergreen Solar, SunPower and Marriott were today's noteworthy downgrades: Citigroup downgraded shares of Shanda Interactive (NASDAQ:SNDA) to Hold from Buy following the company's lower-than-expected guidance as they see a lack of positive catalysts. Merrill downgraded Evergreen Solar (NASDAQ:ESLR) and SunPower (NASDAQ:SPWR) to Sell from Neutral citing a potential reduction in ...	May 29, 2008
CNBC Bonus Bucks Trivia: In “Emerging Money: Up For ‘08″ how many of Tim Seymour’s trades were part of the Emerging Money Top 20 list?	In “Emerging Money: Up For ‘08″ how many of Tim Seymour’s trades were part of the Emerging Money Top 20 list? I still like Cemex (CX), Posco (PCX) and Gazprom (OGZPF) , says Seymour, but with volatility at 6 month lows, I’d also be looking at put protection. Also watch Mobile Telesystems (MBT) which has earnings coming out Tuesday. Indicates company is part of “Fast Money’s” Emerging Money Top 20, an index made up of 20 firms poise...	May 28, 2008
Fast Money Recap	Word On The StreetWATCH THE WORD VIDEO HERETech TakeWall Street is warming up to tech stocks with Merrill Lynch calling the tech sector its top sector and Goldman Sachs upgrading the chip sector saying it should outpreform the market into 2009. Is now the time to get into tech? Adami said the street is late to the party and the stocks have already run. He said take profits on Western Digital (WDC). Najarian said he likes EMC (EMC) because the stock has lagged. He mentioned Microsoft (MSFT) is un...	May 19, 2008
My Best Investments Over the Last 7+ Years	I’m going to go in reverse order here. These were my best investments in the Broad Market Portfolio over the past 7.7 years measured by total dollars gained. After this post, I should have one or two more to wrap up the series, to try to explain why I think my methods work, and flesh out the lessons that I have learned. I am a generalist, but if I have a core skill, I think it is being a portfolio manager, especially regarding risk control, though as I have admitted, I have had some rea...	May 17, 2008
Fast Money Recap	Word On The StreetWORD VIDEOYahoo FutureShares of Yahoo! (YHOO) fell 14% Monday after Microsoft (MSFT) withdrew its bid of $47.5 billion. What should Yahoo do now? Finerman highlighted three possible outcomes for Yahoo: shareholders could nominate a new board, the company sets a new date for a shareholder meeting and the Yahoo board just simply gives in to investors.Media Earnings TradeWalt Disney (DIS) and News Corp (NWS) are set to report earnings on Wednesday. What is the trade? Macke said in...	May 05, 2008

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