Blogs about OK - Stockpickr! Your Source for Stock Ideas

Blogs about OK

Blogs	Description	Date Updated
Scripps Still In A Fog	Scripps (SPP) reported results and continued the woes of newsprint. They have sold off their cable and used a big fat tax refund to reduce debt significantly. So the over-leveraged argument is no longer a factor.We're determined to position Scripps for continued success in the rapidly evolving news industry. In the third quarter we made significant progress," said Rich Boehne, president and chief executive officer.Nice words but what are you doing. They go on to say that they will pursue strateg...	November 05, 2009
Molson Coors Sudsy Disclosure	Molson Coors (TAP) came out with a sudsy press release and made some very interesting comments. The lawyers must have signed off and let the marketing people have a few. The verbiage is meaningless but designed to impress investors. Here is the snip“We remain focused on building a diverse portfolio of extraordinary brands, offering value-enhancing innovations for consumers, and achieving positive pricing to grow our top-line and bottom-line as the economy improves. We offer value to consumers ...	November 04, 2009
Turnaround Case: Premier Exhibitions	OK, what is the deal with Premier Exhibitions (PRXI)? How is it that a company that caught the imagination of some value investors can fall from grace so swiftly? This is not only out of curiosity--one needs to understand the history to understand the complications. We can never be completely sure, but let’s try our best to play Sherlock Holmes and build our case. Premier Exhibitions basically created the business of running museum quality exhibitions. There have been some other local exhi...	November 04, 2009
Tragedy Of The Social Gaming Commons: A Blueprint For Change	Our series of ScamVille posts on social gaming scams are nearly over. There have been some surprises along the way, like Zynga, RockYou and MySpace making quick policy changes to protect consumers. But we want to end this series with a glimmer of hope, and a proposed way for app developers to make a good living over the long run. All previous posts can be read here (including updates at the bottom). During our research we spoke to dozens of scam artists, game developers, advertisers and legitima...	November 04, 2009
Las Vegas Sands Geo-Politcal Risk Issues	Las Vegas Sands (LVS) had their conference call and talked at length about Macau and how it will be a winner as the market develops and the gambling market grows. They keep mentioning that they cannot talk about the Hong Kong listing but then they tease and claim to expect good things. Talk about a conflict.OK here is the problem. China has 1.3 billion people. If as and when their economy continues to grow there will be gambling. But why will the gambler want to go all the way to Macau? Why woul...	November 02, 2009
Ken Fisher Interview - Part 5 – The Best Sectors to Invest in Now – Stockerblog Exclusive	Ken Fisher is a money manager, Forbes columnist, and is one of the Forbes 400 richest Americans. He is also author of several books, including his two latest, The Ten Roads to Riches: The Ways the Wealthy Got There (And How You Can Too!) (Fisher Investments Press) and How to Smell a Rat: The Five Signs of Financial Fraud (Fisher Investments Press)Ken Fisher Interview Part 5 - Interview took place on Friday, September 25, 2009Stockerblog: Let's talk about another kind of rat, the Enrons, the Glob...	October 29, 2009
CIT -- Fair Value Clashes with Distress Pricing	CIT Group (CIT) received an offer from Carl Icahn. CIT is clearly in trouble in more ways than can be counted. The drama is high. Enter Egan-Jones an independent credit rating service which also has a proxy service and counter-party surveillance services is publicly recommended that the Carl Icahn’s offer is not fair value. OK I have a problem here with the word independent. Egan-Jones is taking a position in a problematic credit. They are relying on their own models to arrive at conclusions o...	October 19, 2009
Conference Calls vs Press Releases	Stephen T McClellan CFA just posted an excellent piece on his blog. A former Wall Street Analyst basically tells investors that the real info is in the conference call and not in the wire service press release. http://blog.stephentmcclellan.com/?p=58 if you want to read the piece.The problem with conference calls vs press releases is that you can drive a truck between the two and somehow the SEC is OK with that....	October 11, 2009
Back on Vacation	Everything is OK folks, thanks for the concerned emails. We are back on vacation until the 28th. Spotty posting until then...Disclosure ("none" means no position): Enter your Email Preview \| Powered by FeedBlitz...	August 19, 2009
Investors Should Be Politically Agnostic	This is a crucial time for individual investors. We have talked with many of them over the last few weeks. Few have a clear plan of action. There are three distinct groups. Some have abandoned equity investing. Cash on the sidelines has never been higher. Others are interested, but frightened off by the incessant negative commentary. Jim Cramer has joined the party on this one, endorsing a theme we have pursued for many months. A final group is discouraged that they did not catch...	May 27, 2009

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