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• Looking at the week ahead: June 16-20

  Posted Jun 13 2008, 03:29 PM by Andrew Horowitz
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  Filed under: Morgan Stanley, Goldman Sachs, Best Buy, Andrew Horowitz
  Money Blog: Top Stocks Blog - MSN Money

  There are only a few sectors that may be considered healthy in an otherwise sickly market these days. Energy is one sector that has investors smiling. While there is still a great deal of ongoing investigation being done into the potential manipulation of energy prices by speculators, shares of most companies within the oil sector have been continuing to climb as the higher level of oil prices will ultimately help their profits. Surely there will come a time when prices are high enough to push corrective legislation along with a hope for a fundamental change in America’s ideals concerning oil consumption.
  
  Technology has also been somewhat immune from much of the horror that we have seen in many of the market sectors and this week ‘s earnings starts with a longtime industry leader, Adobe. (Listen to The Disciplined Investor Podcast #61 as we will be discussing technology with guests John C. Dvorak and Leo Laporte) Here's a look at upcoming earnings and economic factors that could drive the markets next week   Read More...

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• Waddle be next for the Financials?

  Posted Jun 02 2008, 04:32 PM by Andrew Horowitz
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  Filed under: Merrill Lynch, Morgan Stanley, Lehman Bros, JPMorgan, credit crisis, Andrew Horowitz
  Money Blog: Top Stocks Blog - MSN Money

  What took them so long? S&P finally trimmed their outlook on Lehman Brothers Corp and other key financials today. It has become clear that the problems facing the financial sector is far from over. Financial stocks and the markets in general were hit hard as investors were spooked after S&P announced that they would be lowering ratings and their outlook on these companies. Is this any surprise to anyone?

  So now, the long term ratings on these three went from A+ to A and the short term rating went to A-1. The concerns seem to be focussing in on residential mortgage loans and residential construction slow downs. Timely, hey?

  According to the S&P release shown below, “The downgrade primarily reflects our concern that the pace and extent of earnings improvement could be considerably more muted than we previously assumed.” And "muted" is codeword for....?   Read More...

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