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Subs: Platform (updated)

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Subs: Hughes (UPDATED)

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Subs: Data (updated)

Things here are proceeding just as planned………

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Subs: Williams (UPDATED)

Solid yet unspectacular…

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Subs: AIG (updated 8/5)

Shares are >2% after hours on the results

 

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Subs: Weekend Links

A sale?, Watt gets backing, finally a quorum and mom and pop investors are not causing the rally

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CNBC Ratings at 22yr Low…..

I’ve seen a lot of posts this week on stocktwits regarding CNBC and the fact its viewership has never really been worse……..

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The Dollar, Auto Sales and S&P 500 Intrinsic Value Update

“Davidson” submits:

Equity prices have a long history of rising on positive surprises. Many believe markets to be an ‘efficient’ pricing mechanism of all that is known and unknown. If they believe this, then it is surprising that they are willing to pay more for unexpected positive news.

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Subs: 135% Increase in Operating Income

Chip Brewer is hands down the best CEO in the golf business. A beat, a raise, more market share gains, increasing margins, a pristine balance sheet and another acquisition….

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Subs: More Real Estate Freed

So much for “Lampert is trying to steal the best property” meme

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Subs: More Changes

Freddie isn’t the only one changing the wording regarding future dividend payments

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Subs: Wednesday’s Links

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Subs: “If”

If the Conservator declares a senior preferred stock dividend…….”

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Is Oil About To Spike Higher?

“Davidson” submits:

This chart looks interesting. Momentum investors look for levels at which price acceleration suddenly occurs and then try to trade it. The US$ could fall faster from this point if enough believe it will. Will it take $WTI higher?

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Subs: Vegas Rolling

Home prices up over 9% YOY and condo prices up over 11% YOY.  Supply is under 2mos