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 George Gutowski     financialskeptic.blogspot.com/     Graphic_subscribe   

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George Gutowski's Blog Posts
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DLM   Del Monte -- Debt Restructuring Looms Large 12/04/09   —  Del Monte Foods (DLM) reported improved earnings and watched its stock sell off anyway. Go figure the market is manic depressive. Or is it? The company used an interested term to describe its increase in revenues and I quote “fiscal 2009 pricing actions net of elasticity”. Yep right there in the ...
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GS   Goldman Sachs & Backdoor Governance 12/03/09   —  Goldman Sachs Group (GS) continues to have a most capitalistic problem. Their employees make too much money. They currently are in discussions with major investors to prove that their compensation is in line. The investors are motivated by legal storm clouds that are compelling them to investigate. ...
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GES   Guess? Inc -- Cash Is For What? 12/01/09   —  Guess?, Inc (GES) reported results and watched the stock pop off it’s bottom. Imagine an apparel brand that is doing well in this economy. I guess people buy fancy jeans to make themselves feel good. The stock is still near its 52 week low. Guess claims to have increased their cash position which n...
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TIF   Tiffany Retailer or Commodity Play 11/30/09   —  Tiffany (TIF) reported a surprise increase in consumer demand and made some noises that the financial pulse still beats. This company tends to be viewed as the canary on the coal mine and it seems to be fine for now. The problem with the company’s valuation is getting a handle on their inventories....
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Dubai Insider Trading Advantage -- Manufacturing Black Swans 11/27/09   —  How are Donald Trump and Dubai the same? They build beautiful stuff and then re-negotiate their debt. Dubai may be doing what most real estate developers would do in a flash; stick it to their financiers and get better terms. Except the world sees it in different terms. This is supposed to be one of ...
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Black Friday Inventory Finance 11/26/09   —  Retailers have cut back on inventory and the consumer may find certain products sold out or not discounted as deeply as one would think. But the retailer also runs a risk of running out and having paying customers walking out of their stores putting their cash back into their wallets.So let's financi...
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DE   Deere & Co Residual Value Losses 11/25/09   —  Deere & Co (DE) issued Q4 and year end results the day before the long Thanksgiving Day weekend. They lead with this headline ” Deere Completes Profitable Year in Face of Historic Economic Slowdown”Spinmeister was in charge of that one. The reality is the results are worse than last year. By ...
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C   BMO   Bank of Montreal -- Just What Is The Plan? 11/24/09   —  Bank of Montreal (BMO) announced results for Q4 and satisfied investors that the ship is safe. They did not increase the dividend. Many feel that regulator in the back room did not want to see increased dividends. But with the stock trading near its 52 week high and the current dividend ratio is over...
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HPQ   Hewlett-Packard Cash Balance Conundrum 11/24/09   —  Hewlett Packard (HPQ) released numbers and maintained it’s claim as the world’s largest technology company. The market cap is around $120 Billion. They have purchased EDS and 3Com so it’s up up and away. The question becomes one of capital management. (By the way I love most of their products) ...
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GOOG   MSFT   Rupert Murdoch End Game Strategy. 11/23/09   —  News Corp (NEWS) wants to make money, blow off Google (GOOG) and get paid by Bing for indexing. OK that part is pure capitalism and you have to understand Rupert Murdoch. Look beyond the deal. Financial news information is one of the major internet categories that has monetized. WSJ charged an online...
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LDK   LDK Still Too Many Questions 11/23/09   —  LDK Solar (LDK) released financial results and here are a few things investors may worry about.1. Accounts receivable are equal to 100% of the last reported quarters revenues. Does anyone pay a bill?2. The balance sheet reads more like a financial institution than a high tech manufacturing enterprise...
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BAC   Bank of America Committee Solution 11/21/09   —  Bank of America (BAC) is having a hard time identifying the new CEO. Who do you offer it to? Who will take it? Is there any similarity between the two lists? Why would you take it at this point? Watch for a decision to go with an Office of the CEO and perhaps three individuals trying to sit in the sa...
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DELL   Dell Investors Relations By Lawsuit 11/20/09   —  Dell (DELL) unloads poor results on its investors and watches as 10% of its value disappears. No significant comment from management they just put the numbers out there and watched the slaughter. All this in the context of buying EDS which supposedly is a game changer. No leadership in communication...
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TWX   Time Warner Hypocrisy @ AOL 11/20/09   —  Time Warner (TWX) decides to sell off AOL. At the same time they announce they will reduce the AOL work force by one third. So basically the board of directors knew they had to cut one third if not more and kept these guys around, destroyed shareholder wealth and are now sufficiently hypocritical by ...
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Will Investors Buy Anything? 11/19/09   —  Last Friday the 13 (Nov 13, 2009) a spoof was run by a blooger to see if investors would buy something called SOAR and SINK offering really stupid leverage and gearing ratio's. The blogger Jason Kelly actually received expressions of interest. Proving that there is too much greed out there. Go to www...
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WSM   Williams Sonoma -- Labour Costs? 11/19/09   —  Williams Sonoma (WSM) announced results and told investors they are pleased despite the current economic circumstances. Howard Lester, Chairman and Chief Executive Officer even played to the gallery by saying that they delivered another consecutive quarter of better than expected results. That starts...
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CRM   Salesforce -- Explain Cash Balances & Reasons Thereof 11/18/09   —  Salesforce (CRM) produced excellent results but disappointed some of their exceptionally greedy shareholder base who expected better. The stock was at or near is 52 week high and reports of 20% increase in revenues in a terrible economy were not satisfactory to this very tough crowd. Who managed thos...
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HD   LOW   Home Depot & Lowes -- When Will Desperation Hit? 11/17/09   —  Home Depot (HD) and Lowes (LOW) all announced much weaker revenues. Home Depot is down 8% and Lowes is down 29.5%. Both are cutting costs and probably doing everything imaginable to salvage the situation. Economic headwinds continue at gale force levels. They will soon realize they have more capacity...
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CSIQ   Canadian Solar -- Serious Questions 11/17/09   —  Canadian Solar (CSIQ) reported improving results and would have you believe that the trend is up and away. After all we are solving the world’s energy crisis. What they do not point out is that despite the corporate name they hardly have any operations in Canada. Most of their revenues come from Eu...
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ITW   Illinois Tool Works Dividend Signals 11/16/09   —  ITW (ITW) Illinois Tool Works knows how to finesse their earnings release. First the board of directors declares a dividend on Friday Oct 30, 2009. Then on Monday Nov 16, 2009 they release earnings which show an operating revenue decrease of some 18%. The press release is Reg FD challenged as it did ...
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More about George Gutowski

Avg exp holding time:
814.85 days

Occupation:
Financial Writer


Website:
financialskeptic.blogspot.com/

About Me:
George Gutowski has over twenty years of financial and investor relations experience.He observes how ... more




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