So many names out there have genuine earnings power -- I'd rather play those.
02:02PM 06/05/08
Things Aren't So Bad (RealMoney.com $)
There are problems, but nothing looks dire here.
09:48AM 06/02/08
Other Sectors Should Heed DHL/UPS Hookup (RealMoney.com $)
So many companies have dug in their heels that I wish wouldn't have.
06:09PM 05/29/08
Bad Outweighs the Good in AIG (RealMoney.com $)
Sure, some segments are doing well, but the losses in Britain show how bad it is.
07:57AM 05/29/08
Rally Leaves Banks Behind (RealMoney.com $)
Who thought we could move up with this sector so battered?
06:23PM 05/28/08
Stay Out of the Citi (RealMoney.com $)
There are safer areas to find a home in financials country.
04:00PM 05/23/08
We Have Pulled Back From the Bear Stearns Brink (RealMoney.com $)
Conditions aren't good, but we have made progress since the mid-March scare.
12:46PM 05/23/08
AIG's Catastrophic Miscalculation
The December Webcast included a lot of numbers that were miles off, and the error will go unpunished.
10:59AM 05/23/08
AIG's Catastrophic Miscalculation (RealMoney.com $)
The December Webcast included a lot of numbers that were miles off, and the error will go unpunished.
11:04AM 05/20/08
Catch up on his thinking on the hottest topics of the past week.
09:31AM 05/17/08
Heartland Thrives While the Coasts Wither (RealMoney.com $)
The refrain seems to be '... except California and Florida.'
02:52PM 05/14/08
Some 'Value' Bank Stocks Show Little Value (RealMoney.com $)
Even among long-haul investments, some bank picks are a lot better -- or a lot worse -- than others.
12:30PM 05/12/08
SOV's Offering Points to More Downside (RealMoney.com $)
These dumb bank deals are prolonging the pain.
09:18AM 05/12/08
Fannie's Loss Is MasterCard's Gain (RealMoney.com $)
In this market, bad news for the laggards is good news for the sector leaders.
09:13AM 05/06/08
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