Monday Morning Chartology-10/26/09
Steve Cook on Disciplined Investing

Syndication

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News

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Have You Seen This?


Economics

   This Week’s Data

   Other

    Understanding seasonal adjustments (long but a must read):
    http://www.ritholtz.com/blog/2009/10/understanding-seasonal-adjustments/

    Good news from the Chicago Fed (short):
    http://www.calculatedriskblog.com/2009/10/chicago-fed-index-near-pre-recession.html

    But this is not good (short):
    http://econompicdata.blogspot.com/2009/10/business-loans-record-freefall.html

Politics

  Domestic

Interstate (healthcare) insurance competition (short):
http://mjperry.blogspot.com/2009/10/rx-interstate-insurance-competition.html

    Insurance companies do not make outrageous profits as Obama claims (short):
    http://mjperry.blogspot.com/2009/10/health-insurance-companies-rank-86-by.html

    A look at the agenda of the upcoming Copenhagen climate change summit (long):
    http://www.american.com/archive/2009/october/the-copenhagen-climate-extortion

  International War Against Radical Islam

The Market
    
    Technical

    The latest from TraderFeed:
    http://traderfeed.blogspot.com/2009/10/indicator-update-for-october-26th.html

    And Trader Mike:
    http://tradermike.net/2009/10/october_23_2009_stock_market_recap

        Monday Morning Chartolog
 







   
   Fundamental
 
  
    Reflections on this earnings season ‘beat’ rate (medium):
    http://bespokeinvest.typepad.com/bespoke/2009/10/estimate-revisions-and-the-earnings-season-racket.html

     Headlines    

    Friday’s scoreboard: five companies beat both EPS and revenue expectations (FO, MSFT, SLB, BUCY, WHR); one company reported better earnings than estimates but revenue in line (DOV); two companies reported better profits but disappointing sales than forecast (HON, IR).

    News on Stocks in Our Portfolios

    Microsoft (Aggressive Growth Portfolio) reported third quarter earnings per share of $.40 versus expectations of $.32 and $.47 recorded in the comparable 2008 quarter.

    Schlumberger (Dividend Growth and Aggressive Growth Portfolios) reported third quarter earnings per share of $.65 versus estimates of $.63 and $1.63 reported in last year’s third quarter.

    Bucyrus Int’l (Aggressive Growth Portfolio) reported third quarter earnings per share of $1.21 versus forecasts of $.82 and $.85 reported in the 2008 third quarter.










Posted 10-26-2009 8:38 AM by Steve Cook