I still expect iPod shuffles to sell well because of their extremely low price mark and their clear distinction as a workout device, but shuffle margins are much lower than Apple’s other products and the heavier distribution of shuffle sales will weigh on gross marginsNotablecalls: Looks like Meredith has given WB stock the proverbial kiss of death While the CMBX and ABX are not perfect proxies of the value of CRZ’s MBS portfolio, many companies explicitly have disclosed that they rely on these indices in valuing their Level III assets, and in past quarters declines in these indices have closely mirrored the write-downs actually reported by CRZ and other public companies with these assets American farmers do benefit from high crop prices globally, but I'm not ugg boots uk , particularly bullish on farm incomes this year as compared to last year I certainly would do so, and choose not to renew CRZ’s credit lines and issue margin calls to maximum extent the terms of the loans allow Any stumble, a single slow quarter of "only" 50% income growth, will crater this stock, and the vaunted "Titan Operating Model" will fall apart With respect to the financials, always check the dividend in times of trouble; if it is high it can be cutCrystal River’s Q2 Write-Downs Could Bankrupt the Company[Editor: Following review, we are republishing this article with two editor's notes and one clarification to the author's positions in stocks mentioned50 and closed the first day of trading at $973; valuation approximately 3x ’09 revenues) Disclosure: Author has a short position in GDP
Describe one of your consumer-focused shorts, retailer Urban Outfitters (URBN) As noted by Apple COO Cook in the Q2 call, Q3 is a big K-12 quarter Those short sellers that use exchange traded funds to get around married put rules or spread false rumors or violate Regulation SHO have got to go This level represents 13 Construction Loans An analyst for Friedman, Billings, Ramsey & Co spooked investors on Monday reporting that SunTrust will have to cut its dividend and raise additional capital The five names were Abercrombie & Fitch Co86 million of this is a junior loan on the Sheffield Building in Manhattan’s Hell’s Kitchen neighborhood, at 1472 billion in revenue from iPod sales (10 Last quarter 33% of the company’s write-downs were in securitized assets on its balance sheet, so this trick is still not ugg sale uk , enough to keep the company’s equity above $100 million given the extent of its likely writedowns We use a 10 The danger far outweighs the additional benefit
One of the temptations during a bear market Nike Morris Claiborne Jersey , is to find beaten up stocks that are good values Here, I estimate the company will report a $42 million write-down, again based on declines in the comparable ABX indicesQ&A will have 793 occurrences of "you know" from Szkutak The company plans to spend $350Mn on capital expenditures this year50-$9 level is an Actionable Shorting opportunity this AMDisclosure: Short LEHMeredith Whitney Slams Wachovia: Actionable Short OpportunityOppenheimer's Meredith Whitney is out downgrading Wachovia (WB) to Underperform noting that as more news about WB comes out, they are increasingly convinced that the outlook is bleak for equity shareholders They've done some things well in merchandising and have continued to grow 25 of their dealerships are located in buildings leased from the CEO, the CFO, or the CFO's brother (who is also a board member) Last quarter, on revenue of only $4 billion, Ford made only $67 million! This now tiny income is even more disturbing when you consider that the credit division by itself shouldered a debt of www.cowboysproshop.us , $114 billion (2007) Book your profits and move on to something with more compelling prospects That is, you borrow the shares from a brokerage firm, sell them on the market—thus pocketing cash
We’re even less enthusiastic when the company leaves the good stuff for investors to find on their own in regulatory filingsWhat I expect to see in the future, but most importantly what I believe will already be evident in this quarter, is heavy cannibalization ugg boots sale , of iPod sales from the iPhone Besides the management DeMarco Murray Jersey , change, the higher input costs and the slowing global economy, I am concerned about: The emergence of independent Tyco Electronics (TEL) as a more formidable competitorThe potential for Fidelity, a 15% owner, to sell stock (which they did in Q1 - data not available Q2)The charts of peers MOLXA and TEL rolling overWeakness in their key end markets - Auto, Computer, Industrial, and, suddenly, AerospaceConcerns about potential for reduced Defense spending I have no position yet, but I am watching for either failure up at 46 or a break of 43 IF the S&P 500 falls 10%, SH rises 10% I believe that Q3 will show similarly disappointing GM and an even more disappointing Net Profit Margin96, $7 Other troubles with the building that made news or blogs include protest marches, flooding lobbies, asbestos, and a buyer who had a “six inches in diameter and a foot high of solid concrete, [fall] directly into her tub While this www.buybootsuksale.co.uk , consumer shift dampens the future of the iPod, it also brightens the future of the iPhone Gold (GLD) is currently trading unchanged, at 944 million on the transactions9%, the number was significantly lower than what the street expected