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Archive for the 'Earnings quality' Category

Drive-thru window 10-K reading…

Friday, February 27th, 2009

With literally hundreds of 10Ks coming across the screen this week, it’s hard to spend too much time on any one. Instead, I find myself looking for a quick snack — something tasty and satisfying enough to help get me through the next batch of filings  — the equivalent of a Big Mac and full-HFCS [...]

At Tiffany’s, life is imitating art…

Wednesday, December 3rd, 2008

If your holiday shopping includes a trip to Tiffany & Co. (TIF) this year, you may have to wait a bit longer than in past years for a clerk to tie that perfect white bow around the signature blue box. Yes, Tiffany’s – the iconic jewelry store that Holly Golightly (as played by Audrey Hepburn [...]

Lots of drama at Blockbuster…

Monday, November 17th, 2008

Over the past 23 years, Blockbuster, Inc. (BBI) has made a lot of money by renting and selling Hollywood dramas. But the financial drama that the company is involved in now is surely one that its executives, employees and investors would rather not see. The 10-Q filed last Friday noted that the stock is trading [...]

GM’s incredibly sobering 10-Q…

Tuesday, November 11th, 2008

Late yesterday, after a day of headlines like this one, General Motors (GM) filed an incredibly sober 10Q. Weighing in at 337 pages, GM seems to be worried that folks might not get through the whole thing. So they started off with a wallop of new disclosures, including this one: We have had significant losses [...]

Good for our pockets, bad for Halliburton…

Wednesday, October 22nd, 2008

Anyone who drives a car regularly has noticed that gas prices have fallen pretty sharply over the past month — something that fellow Brandeis grad Thomas Friedman bemoans in his column today because lower prices are likely to have a negative impact on conservation and other habits, such as fewer SUVs on the road. But [...]