Monday's TV Talkers
CNBC Guests
All times EST
4:30 a.m. Tony Dwyer,
Rickel Associates
6:40 a.m. Ed Keon,
I/B/E/S International Inc.
Keon will offer the latest breakdown on earnings. Judging from
Microsoft
(
(MSFT) - Get Report
MSFT), things might be looking better.
7:10 a.m. Phil Orlando,
Value Line Asset Management
Whether its oil stocks, tech stocks, or the overall market, this
CNBC
and
USA Today
regular usually has some upbeat comment to offer the financial press pack.
8:10 a.m. Steven Nagourney,
Lunn Partners
International chit-chat.
8:20 a.m. Jim O'Shaughnessy,
O'Shaughnessy Capital Management
Wrote a best-selling business book
What Works On Wall Street
and, based on his view of what works, started four funds now available through the
Schwab
and
Fidelity
networks. His basis approach is "strategic" investing -- choosing stocks that satisfy certain historically proven statistical criteria, according to a recent write-up in
Barron's
.
The upshot: Don't expect specific stock recs.
8:32 a.m. Tom Gallagher, Head of Trading,
Oppenheimer
Check out those braces! Gallagher is the listed expert at Oppenheimer and always good for a sound-bite or three.
9:10 a.m. Edgar Cullman, CEO,
General Cigar
(
(MPP)
MPP)
In the recently completed first quarter the Cigar maker nearly doubled its earnings.
9:40 a.m. Amiram Mel,
Crystal Systems
(
(CRYSF)
CRYSF)
Israeli company reported a modest net loss in the fourth quarter. The company said higher costs related to its Millennium solution software contributed to the loss.
10:40 a.m. Richard Behler,
MAS Value
fund (
(MPVLX)
MPVLX)
MAS Value
, a whopping $2.5 billion institutional fund, is the number-two fund among the so-called "growth & income" gang tracked by
Lipper Analytical Services
. This year, however, it's 2.2% return places it only at about the top third of that pack.
11:20 a.m. Mike Carr, Director,
Namestormers
12:00 p.m. Frank Zarn, Chairman and CEO,
NASD
12:10 p.m. Robert Reich, former
Labor Secretary
The shortest ex-cabinet member from the Clinton administration will discuss his recent book
Locked in the Cabinet
.
12:50 p.m. Brett Shevack, CEO,
Partners & Shevack
Ad agency. They work on that lovely Jello account.
1:10 p.m. Jane Schindewolf, Working Mother of the Year.
1:40 p.m. David Lowenherz,
Professional Autograph Dealers Association
Tell us, please, how much is that
Tiger Woods
autograph worth now?
2:40 p.m. Marshall Acuff, Portfolio Strategist
Smith Barney
The sort-of bear that believes the
Dow
could drop as low as 6000, according to a recent interview with the
Christian Science Monitor
.
2:40 p.m. Kevin Goldman, Author,
Conflicting Accounts
.
3:03 p.m. Joseph Cangemi,
Francis P. Maglio
3:10 p.m. Barton Biggs,
Morgan Stanley
Some people can't see the trees for the forest. A December profile of Biggs in
The Street
noted the strategist's disdain for mentioning specific stocks.
3:20 p.m. Kyle Rosen,
Strome Susskind Investment Management
3:44 p.m. Frank Knuettel,
Prudential Securities
4:10 p.m. Wayne Angell,
Former Federal Reserve Governor
5:33 p.m. Travis Engen, CEO,
ITT Industries
(
(IIN) - Get Report
IIN)
Chatter about the
Gould Pumps
(
(GULD)
GULD) acquisition.
5:40 p.m. Jack Shaughnessy, Strategist,
Advest
Shaughnessy recently told the
L.A. Times
that he believes the economy is really "rocking along." Does that mean it's time to buy cyclicals?
6:10 p.m. Earl Mason, CFO,
Compaq
(
(CPQ)
CPQ)
Bruce Francis will be on hand to chat about where Compaq is headed for this "Bull Session."
7:00 p.m. Courtney Smith,
Orbitex Capital Management
Courtney, who recently got himself a new job, will talk about trading curbs (some people will trade anything).
