Blogs about SBS - Stockpickr! Your Source for Stock Ideas

Blogs about SBS

Blogs	Description	Date Updated
Tuesday's Upgrades and Downgrades	UpgradesNCI Building Sys (NCS)- SMH Capital Neutral » Buy Quicksilver Resrcs (KWK)- CapitalOne southcoast Neutral » Add GMX Resources (GMXR)- CapitalOne southcoast Neutral » Add Goodrich Petroleum (GDP)- CapitalOne southcoast Add » Strong Buy La-Z-Boy (LZB)- BB&T Capital Mkts Hold » Buy Frontier Oil (FTO)- Deutsche Securities Hold » Buy Mediacom Comm (MCCC)- Pali Research Neutral » Buy Progressive (PGR)- Friedman Billings Mkt Perform » Outperform Massey Ene...	June 03, 2008
Fast Money Recap	Word On The Street WORD VIDEO HERE Subprime Slime KeyCorp (KEY) fell 12% Wednesday after the announced it underestimated its exposure to subprime loans. Is the subprime slime spreading into regional banks? Finerman thinks that is the case. She explained that regional banks were priced out of the single family mortgage business by Countrywide, so they started opening up construction lending, which turned out to be a bad idea. Finerman pointed out it might be to early to start shorting the banks t...	May 28, 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
Brazil Utility Stocks	If you are looking for stability and growth in Brazilian investments, check out the Brazilian utility stocks.CPFL Energia S.A. (CPL) is one of the largest companies that provides electric generation and distribution in Brazil is CPFL Energia. The company is composed of CPFL Brasil, CPFL Pirantininga, CPFL Paulista, CPFL Geracao and SEMESA.The company is headquartered in Campinas, Sao Paulo, and is the 44th largest Brazilian company in terms of sales.The distribution side of the business results ...	February 10, 2008
Brazil's SABESP demonstrates that water always has a market	Filed under: International markets, Brazil, Commodities, Stocks to BuyReaders of this space know that the investment thesis offered here favors large-cap companies with demonstrated business models and who have a competitive advantage in established markets, preferably with a favorable global trend as a support. And along this line, Companhia de Saneamento Basico do Estado de Sao Paolo, or SABESP, is worth an evaluation.SABESP (NYSE: SBS) is Brazil's largest water company, serving 22.7 million p...	January 18, 2008
Jim Cramer's Lightning Round	BullishGigaMedia Limited(GIGM), JAKKS Pacific Inc. (JAKK), Oracle Corporation (ORCL) and Companhia de Saneamento Basico (SBS).BearishCountrywide Financial Corporation (CFC), TrueBlue Inc. (TBI), Fortune Brands Inc. (FO) and Tasecko Mines Limited (TGB).LIGHTNING VIDEO...	January 16, 2008
Portfolio Notes — July 2007	I have three portfolios that I help manage. They are listed over at Stockpickr.com. The big one is insurance stocks, where I serve as the analyst, and have a lot of influence over what is selected, but don’t make the buy and sell decisions. The second is my broad market fund, over which I have full discretion. The last is my bond fund, which doesn’t have an independent existence, but fills the fixed income role for the two balanced mandates that I run, in which the broad market f...	July 20, 2007
Not My Favored Route To Relative Performance	The Broad Market Portfolio was off 1.8% today. Three stocks were up, and 32 down. Down over 4% were Deerfield Triarc, Barclays plc, SABESP, and Lithia Automotive. The US market is only somewhat oversold. Given the weakness in the Asian markets, I would not be surprised to see more weakness tomorrow. Full disclosure: long DFR BCS SBS and LAD ...	March 14, 2007
A Good End to a Good Week	The Broad Market portfolio was up a little more than 2% this week. The economic sensitivity of the portfolio helped, as did the Latin American names in the portfolio: SABESP, Cemex, Industrias Bachoco, and Grupo Casa Saba. The week was characterized by a retreat from perceived systemic risk As the week went on risk went from general to localized. The true offenders in the subprime lending world were taken out and executed, and the rest of the market recovered. I have been sounding bullish of ...	March 10, 2007
Not That Amazing Of A Day	Today the broad market fund was up about 75 basis points, which isn’t that amazing. Leading the parade were Cemex, Fresh Del Monte (that has been on a tear), SABESP, and Lyondell Chemical. Bringing up the rear were… wait, none of my stocks were down more than a percent yesterday. That’s a pretty broad based rally. In general, the markets feel like the majority of players are concluding that they don’t have to worry about systemic risk for the nonce. Swap spreads, bon...	March 08, 2007

Enter search text here: