Articles
Sirius Has Made a Deal with the Devil …
October 22, 2004 – TheStreet.com: Street Insight … and I don’t want to be around when payment is due. Paying ...
GM Bond Rating Downgraded by Fitch, Moody’s
October 14th 2004 – TheStreet.com: Street Insight If an investor was looking for a catalyst to short GM, this is ...
The Perfect Storm Is About To Hit Automotive Stocks
October 6, 2004 – TheStreet.com: Street Insight Rising interest rates, incentives, and declining profit margins are swirling around the automakers. ...
Searching for Truth in Stock Options, I Found Veritas
September 30, 2004 – TheStreet.com: Street Insight Veritas looked like a bargain, but when I adjust my cash-flow model for ...
Pharmaceutical Industry Went Legit, Distributors Went Down
September 28, 2004 – TheStreet.com: Street Insight Channel stuffing by pharmaceutical companies had handicapped the drug distribution industry. Drug distributors ...
Ending Channel Stuffing Will Pressure Drug Companies’ Multiples
September 23, 2004 – TheStreet.com: Street Insight The premium valuation multiple that the healthcare industry commanded in the past is ...
Merck – Positioning for a Sum-of-All-Fears Scenario
September 9, 2005 – TheStreet.com: Street Insight September 17, 2005 – Realmoney.com Recent clinical studies on Vioxx and Zocor do ...
Becton, Dickinson Finds ‘Sweet Spot’ Pharmas Have Missed
September 5, 2004 – TheStreet.com: Street Insight Predictability of revenue and earnings along with a likely dividend increase make BDX ...
A Contrarian View on Oil Prices
August 28, 2004 – TheStreet.com: Street Insight Consensus oil price forecasts are too aggressive, and are not sustainable in the ...
Shedding Some Light on Investing in Russia
August 28, 2004 – TheStreet.com: Street Insight Since I am the only contributor on the Street Insight that was born ...
Why Motorola Is Not a Good Play on the Wireless Sector
August 25, 2004 – TheStreet.com: Street Insight The real problem for Motorola will come when the growth rate of the ...
TiVo: Being Acquired Might Be the Right Channel
September 9th, 2004 – TheStreet.com: Street Insight I canceled my TiVo (TIVO:Nasdaq) subscription last week; the unit went back to ...
Foreign Capital Russian Oil Infrastructure Needs Is Not Coming
August 8, 2004 – TheStreet.com: Street Insight In my mind there are two issues that are of concern. First, interruption ...
The Place of No Returns
July 7, 2004 – TheStreet.com: Street Insight For the next decade the sign on the door of index funds should ...
BJ’s Wholesale
June 30, 2004 – TheStreet.com: Street Insight In this market environment “cash†is one of my favorite stocks. Though it ...
Dollar General: Is Not So General
June 10, 2004 – TheStreet.com: Street Insight DG should be accumulated on any consumer weakness numbers. There is still growth ...
Barron’s is Wrong on Colgate
April 28, 2004 – TheStreet.com: Street Insight The most recent Barron’s contains a favorable article about Colgate by senior editor ...
The Hidden Risk in Risk
April 1, 2004 – TheStreet.com: Street Insight We look at risk differently than most investors do. Rather than considering risk ...
The Hidden Risk in “Religion” Stocks
By Vitaliy Katsenelson, CFA March 22, 2004 A basic property of religion is that the believer takes a leap of ...
Attitude is Everything
March 4, 2004 – TheStreet.com: Street Insight Paraphrasing Yogi Berra, investment is 90% mental — the other half is ...
