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Archive for August 17th, 2009


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Marathon Oil: A disappointment to-date, but hold shares

Monday, August 17th, 2009

Filed under: Stocks to Buy , Marathon Oil (MRO) It’s a difficult call, but I’m Reiterating my Buy rating for Marathon Oil (NYSE: MRO ), first recommended on April 20, 2009 at a price of $28.55. Marathon’s stock has meandered, largely due to reduced demand for Marathon’s heavy/sour crude — a negative trend that’s likely to continue through at least mid-Q3. Continue reading Marathon Oil: A disappointment to-date, but hold shares Marathon Oil: A disappointment to-date, but hold shares originally appeared on BloggingStocks on Mon, 17 Aug 2009 19:00:00 EST

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Marathon Oil: A disappointment to-date, but hold shares

Private equity heats up in China

Monday, August 17th, 2009

Filed under: China , Private equity , Blackstone Group L.P (BX) According to the Wall Street Journal , China’s government recently has pushed development of its local private-equity industry so that Chinese investors can get in on the country’s private-equity deals. To that end, Chinese officials have tried to lure foreign money managers to raise funds from local investors

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Private equity heats up in China

Cardinal Health: Summer choppiness

Monday, August 17th, 2009

Filed under: Stocks to Buy It’s a difficult call, but I’m Reiterating my Buy rating for Cardinal Health (NYSE: CAH ), first recommended on April 21, 2009 at a price of $33.52. Cardinal Health has meandered since April, despite generally favorable investor reviews of CAH’s plan to spin-off its clinical medical products segment in mid-2009, to be called CareFusion Corp., allowing Cardinal to focus on revitalizing its health care supply chain services business, which recently returned to profitability

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Cardinal Health: Summer choppiness

Health care questions (rip-off) abound — ABT, JNJ, NVS & TEVA

Monday, August 17th, 2009

Filed under: Other issues , Rants and raves , Competitive strategy , Johnson and Johnson (JNJ) , Abbott Laboratories (ABT) , Novartis AG ADS (NVS) , Teva Pharm Indus ADR (TEVA) , Workspace , Politics , Headline news , Stocks to Buy One of the complaints we often hear is that the private insurance companies are gouging customers, second guessing doctors, and cutting corners at every turn to increase profit margins. A great deal of this is true and I would not debate that this dilutes the quality of health care in the United States. Is the corollary that the government intends to run a health care program that does not make a profit?

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Health care questions (rip-off) abound — ABT, JNJ, NVS & TEVA

Sunoco is testing investors’ patience

Monday, August 17th, 2009

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Filed under: Stocks to Buy Sunoco, Inc.

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Sunoco is testing investors’ patience

NYSE traders to wear Gap jeans for a day?

Monday, August 17th, 2009

Filed under: Marketing and advertising , Gap Inc (GPS) The Wall Street Journal reports (subscription required) that “As part of a joint promotion between Gap Stores Inc. (NYSE: GPS ) and the Big Board, traders will be outfitted with 1969 Premium Jeans from the retailer. Gap executives will ring the closing bell Friday, remotely from the company’s San Francisco headquarters.” That’s right: jeans of the floor of the New York Stock Exchange

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NYSE traders to wear Gap jeans for a day?

Sony’s ‘District 9′ debuts in first place: A lesson for Hollywood?

Monday, August 17th, 2009

Filed under: Time Warner (TWX) , Viacom (VIA) , Sony Corp ADR (SNE) , Hasbro Inc (HAS) , Film Moviegoers were in the mood for allegorical science fiction this past weekend.

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Sony’s ‘District 9′ debuts in first place: A lesson for Hollywood?


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