Blogs about GMO - Stockpickr! Your Source for Stock Ideas

Blogs about GMO

Blogs	Description	Date Updated
When The Facts Change, Jeremy Grantham Changes His Mind	Joanna Slater has this bit on comments made by a notably bearish sort. Jeremy Grantham, one of the founders of asset manager GMO, isnt known for looking on the sunny side of things (he referred to himself as a perma-bear in a recent note). But one area where he was unabashedly enthusiastic was when it came to investing in emerging-market stocks, whose amazing winning streak came to an abrupt halt this year. This spring, Mr. Grantham predicted these stocks would go on to experience a power...	July 31, 2008
The Complete Andrew Liveris (DOW) Interview by Todd Sullivan	Here is the whole interview... Hello Mr. LiverisAndrew:Hello Todd, nice to finally put a voice to the blog. Todd its been great reading your pieces......you track us very closely.Todd:Thank you. In full disclosure, I have been a shareholder for a few years now and quite a bit of my sons educational accounts is in Dow stock so I'm hoping you allow us to send them to the private school of our choice, not forced to a state one. Andrew:(laughing) I'm in I'm in. This is one of the nations core issue...	June 12, 2008
Andrew Liveris (DOW) Interview: Part 3, Dow Ag	In part three we discuss Dow Ag and the agricultural sector in general including DuPont (DD) and Monsanto (MON). Todd:Dow Ag. Roughly a third of earnings in the most recent quarter were Dow Ag. After you sell the commodity business we are looking well in excess of that. I have not been able to find what percent of future earnings you expect them to be and what type of growth and how far out, as right now you are at about 20-25% annual EPS growth at Dow Ag. Going out 2009-2010 and beyond, to m...	June 09, 2008
Dynamic Duos of ETFs	Batman and Robin, Laurel and Hardy, Chick and Stu, the list of dynamic duos goes on, so how about biotech and agriculture, within the realm of exchange traded fund (ETF) investors? Biotechnology is believed to help solve the world's food shortage/crisis, by inventing a flood resistant rice in Bangladesh, or a virus-resistant papaya in the Philippines, reports Reuters. Not only would this help feed the masses, biotech is also a gateway to help out the world's poorest rural inhabitants. Biotech...	June 04, 2008
Analyst initiations: Chesapeake, Brookfield Asset Management, Nile Therapeutics	Filed under: Analyst initiationsMOST NOTEWORTHY: Chesapeake, Brookfield Asset Management and Nile Therapeutics were today's noteworthy initiations: Jefferies initiated Chesapeake Energy Corp. (NYSE: CHK) with a Buy rating and $54 target and thinks the company can post group-leading organic growth in production and reserves over the next several years. Thomas Weisel assumed Brookfield Asset Management (NYSE: BAM) with a Market Weight rating citing slowing cash flow growth. Rodm...	February 20, 2008
Emerging Markets: The More 'Uncoupled', the Better	There's to be no resting on one's laurels in the emerging markets, according to Grantham, Mayo Van Otterloo [GMO]. The emerging markets had another excellent year in 2007 (returning in excess of 35% for the fourth year running as an asset class), GMO reported in its Quarterly Update for the fourth quarter of 2007,...	February 05, 2008
StreetInsider.com Market Rumors 07/20	Market Rumors: Idaho General Mines (AMEX: GMO): Reports from FT.com (dealreporter), Idaho General Mines has been approached by multiple parties eyeing a merger. The report said a price of $10-$12 is said to be fair value. Goodman Global, Inc. (NYSE: GGL): Said it is in the process of reviewing potential strategies to enhance shareholder value. The company hired Goldman Sachs and JP Morgan. Deutsche Bank thinks GGL will be a good fit for Johnson Controls Inc. (NYSE: JCI). Williams-Sono...	July 20, 2007
Lightning Round	BullishApple (AAPL), Canon (CAJ), Under Armour (UA), W.W. Grainger (GWW), Varian Medical Systems (VAR), Hologic (HOLX), AT&T (T), Verizon (VZ), Bank of America (BAC), Genentech (DNA), Celgene (CELG), Nastech Pharmaceuticals (NSTK) and Amgen (AMGN).BearishMoody's (MCO), Whirlpool (WHR) and Tyco (TYC).Lightning video.Sudden DeathBullishCostco Wholesale (COST) and Baidu.com (BIDU).BearishCasey's General Stores (CASY) and Idaho General Mines (GMO).Sudden video....	July 11, 2007
Hester: Why High Profit Margins Are Bad News For Stocks	From Investment Intelligencer Bullish market seers often point to today's big profits when arguing that there are great things to come. Because today's big profits are due to today's record-high profit margins, however, they should be arguing exactly the opposite. As William Hester of the Hussman Funds shows in this excellent analysis, high current profit margins usually mean bad news for both future earnings growth and future stock performance. Why? Because, as G...	March 26, 2007
Hester: Why High Profit Margins Are Bad News For Stocks	From Investment Intelligencer Bullish market seers often point to today's big profits when arguing that there are great things to come. Because today's big profits are due to today's record-high profit margins, however, they should be arguing exactly the opposite. As William Hester of the Hussman Funds shows in this excellent analysis, high current profit margins usually mean bad news for both future earnings growth and future stock performance. Why? Because, as G...	March 26, 2007

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