Date updated:08-01-2007
From 7-30-07:
This weekend, I had the good fortune to go over lots of the quarters that got reported and to read the conference-call transcripts more thoroughly. Let me give you my takes on things. Just some comments about what companies really reported now that the rush is gone and numbers can be studied.

-
HON
Honeywell Intl In - $39.25
- +1.76%
- $38.56
Put Honeywell (HON) in the camp of Boeing (BA), a quarter that was much better than expected. The buyback will be there endlessly. United Technologies (UTX) was amazingly strong; I just don't think the domestic economy can contain it.

-
GLW
Corning Inc - $16.65
- +1.28%
- $16.48
Corning (GLW) had an excellent quarter. People are dead wrong to sell it. Plus, when it can mass-produce the diesel engine and the fiber that can bend products -- should be all next year -- the stock will explode upward.

-
SLB
Schlumberger Ltd - $65.52
- +1.42%
- $64.23
The Schlumberger (SLB) quarter remains the best of the majors that I saw, as the business is on fire and has little exposure to the U.S.

-
XOM
Exxon Mobil Cp - $72.47
- +0.79%
- $72.05
Exxon's (XOM) quarter was good; it just needs to drill more. Conoco's (COP) was much better and deserves to be higher.

-
MDC
M D C Holdings - $32.07
- -1.11%
- $32.60
The homebuilder quarters were all horrible except for M.D.C. Holdings (MDC).

-
GE
Gen Electric Co - $15.66
- -0.57%
- $15.76
General Electric's (GE) quarter is looking better and better as an infrastructure play, as its orders were bigger than almost anyone's except ABB (ABB).

-
CROX
Crocs - $5.64
- +2.55%
- $5.62
Crocs (CROX) had an amazing quarter with a level of momentum unseen in most equities.

-
CAT
Caterpillar Inc - $58.78
- +0.36%
- $58.85
Caterpillar (CAT) wasn't bad at all and has the possibility to surprise to the upside next quarter.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » John Shier
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone According to Jim Cramer, investors shouldn’t read too much into Thursday’s market action. He reminded investors that the market has gone up for six...
By Roberto Pedone Posted on Nov. 12, 2009 According to CNBC’s “Fast Money” traders, stocks continued to move higher this week, maintaining their strength off the ...
By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
A. yes...he's making his own videos.
A. The only one I own : SLX,
too hard pick a winner out all of them
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
Here is the stock list of some of the largest % losers from Nov. 13, 2009. more
Here are some of the biggest stocks that made the 52-week high list on Nov. 13, 2009. more













Comments not available