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


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Have You Seen This?


   This Week’s Data


    Understanding seasonal adjustments (long but a must read):

    Good news from the Chicago Fed (short):

    But this is not good (short):



Interstate (healthcare) insurance competition (short):

    Insurance companies do not make outrageous profits as Obama claims (short):

    A look at the agenda of the upcoming Copenhagen climate change summit (long):

  International War Against Radical Islam

The Market

    The latest from TraderFeed:

    And Trader Mike:

        Monday Morning Chartolog

    Reflections on this earnings season ‘beat’ rate (medium):


    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