Goldman Blows Out Earnings: Numbers vs. Actions

"Given the challenging… Read more

Earning Season Starts with AA, BBBY, and CVX

Time flies. Seems like earnings season just ended and yet here we are again. But … Read more

HOV and GHM still in the green

Unemployment numbers continue to rise, but investors are more focused on the hope … Read more

GM’s Wagoner Gone and Oil Below $50: Time to Buy?

I didn’t know former General Motors CEO … Read more

Retail Sales Up, Income Down: buy KB and HOV?

I’m fond of saying "never underestimate the American consumer." Retail sales for February came in with a 0.2% rise, even though income fell 0.2%. Stocks look ready… Read more

U.S. Great Depression & Profits from HOV and GHM

Former Czech Prime Minister and European Union President Topolanek called the U.S. economic stimulus plan "a road to Hell." He claims the Fed, Treasury and Administration of… Read more

Hovnanian and Graham

Yesterday, I suggested that this rally was unlikely to retrace much ground and … Read more

A Trillion Here, A Trillion There

A trillion here, a trillion there. Pretty soon, we’re talking about real money. … Read more

Oil and Recovery

Oil prices have moved over $50 a barrel. There are a few factors at work here. OPEC’s cut production. Of course, that’s been ongoing, and OPEC’s moves have done… Read more