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Louis' Blog Archive

Fourth-Quarter GDP Rate is Released

January 27, 2012

The latest GDP figure is out and it's time to take a look to see how it stacked up against economists' and the Fed's expectations. Read more

Netflix's Rebound…Mission: Impossible?

January 26, 2012

I have a strong opinion on Netflix, in large part because it was one of our big winners in 2010. We captured a big chunk of its hypergrowth phase, riding the stock up from $111 at the end of May 2010 to $235 by late April 2011. So, does today's trading action means it's time to buy the stock. Let's find out. Read more

Recap: State of the Union Address and Federal Reserve Statement

January 25, 2012

There have been a lot of developments since yesterday’s blog post, and I want to take a moment to go over what our elected officials and central bankers have to say about the U.S. economy. Read more

Article Alert: Retail Stocks and the January Effect

January 24, 2012

While scanning the headlines, I found a great article in the Wall Street Journal from a few days ago that I'd like to share with you. Kevin Marder, who heads Marder Investment Advisors and is a regular on MarketWatch, highlighted a few market trends that you wouldn't want to miss. Read more

Halliburton: Good Earnings, Mixed Outlook

January 23, 2012

This morning, we saw solid fourth-quarter results from Halliburton that consensus analyst views despite the political unrest in the Middle East. However, not all the news was good and I want to discuss what to expect going forward in the Oil Services sector. Read more

Earnings Roundup: What to Buy, What to Sell

January 20, 2012

The biggest gainers of my career have come from companies with the biggest Earnings Growth, Earnings Momentum, Earnings Revisions and Earnings Surprises. I'll tell you a little more about how I focus on these fundamentals in a moment, but first I want to get right to how my earnings predictions stacked up in real life. Read more

Don't Be Fooled by Today's Big Moves

January 19, 2012

Of the seven companies I highlighted in yesterday's note, we already have reports from three. Two appear to be winners, and one looks like a loser. But don't be fooled by the market's instant verdict. My full analysis is in today's blog. Read more

Special Earnings Preview for January 19th

January 18, 2012

Tomorrow is a big day. It isn't often that you have so many big financials and technology stocks all reporting on the same day, but, Thursday, January 19th, is definitely one of those days. Here are the seven companies I'll be watching closely tomorrow. Read more

A Look at Citi's Earnings Drop

January 17, 2012

We have a further reminder why we should be staying far away from banks in today's earnings results from Citigroup. Read more

As Expected, JP Morgan Disappoints

January 13, 2012

If you haven't heeded my warning to stay away from banks, today's results from JP Morgan are a sober reminder. Read more

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