Georges Yared posts
FeedPosted Sep 9th 2008 3:15PM by Georges Yared (RSS feed)
Filed under: Rants and raves
Editors Note: Today we learned that Georges Yared, one of our most impassioned bloggers, died suddenly on Sunday, September 7, 2008. He was 53.
Georges was a brilliant investor and an insightful commentator on many companies. He loved Starbucks, Apple and discovering the 'next big thing' in retail, technology and restaurant stocks. This post on BJ's Restaurant and Brewery was so popular it was forwarded 190 times.
Georges also loved Led Zeppelin, and we thought his post on meeting Jimmy Page would be appropriate to re-run in his memory. This post originally ran March 10, 2007.
I took the train from Central London to Gatwick Airport to catch my plane home to the U.S. I have done this over 200 times in the past 16 years and I can almost do the steps with my eyes closed. As I was leaving the train at Gatwick Airport to make my way to the warmth and gratitude of the Northwest Airlines ticket clerk, I saw an older guy waiting to board the train with what appeared to be a 5- or 6-year-old boy; I figured it was a grandchild.
I brushed past this gentleman, took three steps when I felt I had been hit by a bolt of lightening. That's Jimmy Page! It was Jimmy Page, founder and lead guitarist of what many feel was the finest rock band of all time -- Led Zeppelin. I looked back as he very gently lifted his grandson onto the train and took his seat. I figured, if not now, when?
I hopped back on and gently asked him "Are you Jimmy Page?" He stood up and respectfully said yes while shaking my hand. I was speechless. Am I a 51-year-old groupie? The train had 15 minutes before leaving to go back to Central London. I asked Jimmy if I could chat with him for a few moments. He said, "Yes, of course, please sit down. I do not get the opportunity to chat with fans very often," probably thinking -- yeah, a fan this old!!
First question I asked was, "Why don't you guys reunite and tour? Put the great John Bonham's son Jason on the drums! " Jimmy said he would love to tour, but that lead singer Robert Plant was not interested at the moment. Ever the gentleman, Jimmy said, "You know, I am over 60 years of age, and the rest are approaching 60. We need to do this soon!"
Continue reading Tribute to Georges Yared: Jimmy Page, Led Zeppelin and Listerine
Posted May 25th 2008 2:10PM by Trey Thoelcke (RSS feed)
Filed under: Microsoft (MSFT), Yahoo! (YHOO), Apple Inc (AAPL), Dell (DELL), Wal-Mart (WMT), Coca-Cola (KO), Home Depot (HD)
Because a long, holiday weekend can be a great time to pause and reflect -- to take a step back and look at the bigger picture -- here are some highlights from BloggingStocks a year ago today: May 25, 2007.
And two years ago, May 25, 2006:
Posted Mar 15th 2008 3:40PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Google (GOOG), Wal-Mart (WMT), Target Corp. (TGT), NIKE, Inc'B' (NKE), United Parcel'B' (UPS), Jones Soda (JSDA), Texas Instruments (TXN), Liz Claiborne (LIZ)
Here are some highlights from this past week's earnings coverage from BloggingStocks:
Continue reading Earnings highlights: Humana, Texas Instruments, UPS, Liz Clairborne, and others
Posted Mar 15th 2008 11:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Google (GOOG), Wal-Mart (WMT), Caterpillar (CAT), Target Corp. (TGT), Kroger Co (KR), NIKE, Inc'B' (NKE), Blackstone Group L.P (BX)
Here are a few highlights from this past week's earnings coverage from BloggingStocks:
Continue reading Earnings highlights: Blackstone, Caterpillar, Kroger, WellPoint, Boston Beer, and others
Posted Jan 27th 2008 1:10PM by Trey Thoelcke (RSS feed)
Filed under: Google (GOOG), Adobe Systems (ADBE), Red Hat Inc (RHT), salesforce.com inc (CRM)
Last week Forbes released its annual list of the fastest growing tech stocks, and it shouldn't be much of a surprise that Google Inc. (NASDAQ: GOOG) topped the list, with nearly $15 billion in sales, representing five-year sales growth of 155%, and 30% EPS growth. To make the list, companies had to have significant sales growth over the past year and five years, as well as a good earnings forecast for the next three to five years. Companies with significant legal problems or corporate governance issues were excluded.
Rounding out the top five were Salesforce.com (NYSE: CRM), Ceradyne Inc. (NASDAQ: CRDN), Euronet Worldwide Inc. (NASDAQ: EEFT), and FalconStor Software Inc. (NASDAQ: FALC). Some other familiar names that made the list this year include Red Hat Inc. (NYSE: RHT), L-3 Communications (NYSE: LLL), Adobe Systems Inc. (NASDAQ: ADBE), and Cognizant Technology Solutions (NASDAQ: CTSH). Cognizant has been on Forbes list since its inauguration six years ago. For the full list, see the Forbes article.
Also of interest was the Forbes Fast 15, companies that didn't make the list mentioned above, but which Forbes thought were worth keeping an eye on for their potential. Engineering software maker Ansys Inc. (NASDAQ: ANSS), semiconductor maker Atheros Communications Inc. (NASDAQ: ATHR), Brubaker BioSciences Corp. (NASDAQ: BRKR), and scoreboard maker Daktronics Inc. (NASDAQ: DAKT) top that list. For the full list, see the Forbes article.
So if, like Aaron Katsman, Georges Yared, and Jim Cramer, you are bullish on tech stocks, then there's plenty on the Forbes lists worth taking a look at.
Posted Jan 26th 2008 3:10PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, eBay (EBAY), Pfizer (PFE), Ford Motor (F), Motorola (MOT), AT and T (T), Bank of America (BAC), Hershey Co (HSY), Lennar Corp'A' (LEN), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), , UAL Corp (UAUA), Harley-Davidson (HOG), Honeywell Intl (HON), Delta Air Lines (DAL)
The earnings crunch is in full swing, and here are a few of the highlights of this past week's earnings coverage from BloggingStocks:
- AT&T Inc. (NYSE: T) only met earnings expectations despite strong holiday iPhone sales.
- Bank of America (NYSE: BAC) earnings plunged 95% due to mortgage-related write-downs.
- Delta Air Lines Inc. (NYSE: DAL) narrowed its fourth quarter loss and beat expectations.
- eBay Inc. (NADSAQ: EBAY) beat low expectations, but the CEO is to step down in March.
- EI DuPont de Nemours & Co. (NYSE: DD) beat earnings expectations even thought profits fell 37%.
- E*Trade Financial Corp. (NASDAQ: ETFC), posted a bigger-than-estimated fourth quarter loss.
- Fifth Third Bancorp. (NASDAQ: FITB) missed estimates on acquistion costs and a one-time charge.
- Ford Motor Co. (NYSE: F) missed low expectations, prompting further domestic cost reductions.
- Harley-Davidson Inc. (NYSE: HOG) profit declined on weak domestic sales.
- Hershey Co. (NYSE: HSY) profit sank due to rising costs, competition, and management shakeups.
- Honeywell Internationl Inc. (NYSE: HON) only met estimates, despite growth in all business segments.
- Kimberly-Clark Corp. (NYSE: KMB) profit slipped bet met expectations, due to increased paper costs.
- Lennar Corp. (NYSE: LEN) reported a record quarterly loss due to the housing slump.
- Motorola Inc. (NYSE: MOT) profit plunged due to loss of market share, and it forcasts a first quarter loss.
- National City Corp. (NYSE: NCC) posted a bigger-than-expected loss, but shares rose anyway.
- Pfizer Inc. (NYSE: PFE) profit plunged, but beat estimates, due to increased competition for generics.
- UAL Corp. (NASDAQ: UAUA) narrowed its loss despite rising fuel prices and holiday cancellations.
- Wachovia Corp. (NYSE: WB) earnings plunged 98% due to home loan write-downs.
- WellPoint Inc. (NYSE: WLP) met earnings expectations and reaffirmed its 2008 outlook.
Continue reading Earnings highlights: Bank of America, eBay, Ford, Motorola, Pfizer, and others
Posted Jan 26th 2008 8:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Microsoft (MSFT), Apple Inc (AAPL), Caterpillar (CAT), Nokia Corp. (NOK), Johnson and Johnson (JNJ), Abbott Laboratories (ABT), Coach Inc (COH), ConocoPhillips (COP), Southwest Airlines (LUV), Sun Microsystems (JAVA), Nucor Corp (NUE), QUALCOMM Inc (QCOM), Amgen Inc (AMGN), Texas Instruments (TXN), Eaton Corp (ETN)
The earnings crunch is in full swing, and here are a few of the highlights of this past week's earnings coverage from BloggingStocks:
Continue reading Earnings highlights: Apple, Microsoft, Texas Instruments, Southwest, Caterpillar, and others
Posted Nov 16th 2007 3:25PM by Barry Summerlin (RSS feed)
Filed under: Google (GOOG), Apple Inc (AAPL), Wal-Mart (WMT), Penney (J.C.) (JCP), Bank of America (BAC), Crocs Inc (CROX), Stocks to Buy, Stocks to Sell, Videos
Not so fast, you folks crying
bear! In the latest edition of
StockWatch: Between The Bells,
BloggingStocks' own
Georges Yared says this is still a bull market, although it's undergone significant correction. The chief investment strategist of
Yared Investment Research says this is a market of much opportunity.
Continue reading StockWatch: Between the Bells with Georges Yared
Posted Nov 10th 2007 1:40PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Cisco Systems (CSCO), Time Warner (TWX), Ford Motor (F), General Motors (GM), Toyota Motor Corp. (TM), Walt Disney (DIS), Nortel Networks (NT), News Corp'B' (NWS), QUALCOMM Inc (QCOM), Burger King Hldgs (BKC), Valero Energy (VLO), Time Warner Cable (TWC)
The holiday season may have just begun, but the earnings season continues. Here are some highlights of this past week's earnings coverage from BloggingStocks:
Continue reading Earnings highlights: Time Warner, GM, Toyota, Ford, Cisco, and others
Posted Oct 27th 2007 11:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Microsoft (MSFT), Apple Inc (AAPL), Amazon.com (AMZN), Motorola (MOT), Estee Lauder (EL), Halliburton (HAL), Netflix, Inc. (NFLX), New York Times'A' (NYT), Aetna Inc (AET), American Express (AXP), , , Boeing Co (BA), Bristol-Myers Squibb (BMY), , Coach Inc (COH), Comcast Cl'A' (CMCSA), , United Parcel'B' (UPS), Merck and Co (MRK), Lockheed Martin (LMT), Hasbro Inc (HAS), Amgen Inc (AMGN), UAL Corp (UAUA), Dow Chemical (DOW), Texas Instruments (TXN), EMC Corp (EMC), Juniper Networks (JNPR), JetBlue Airways (JBLU), General Dynamics Corp (GD)
The earnings crunch continues to roll along, and here are a some highlights of this past week's earnings coverage from BloggingStocks:
Continue reading Earnings highlights: Apple (AAPL), Merrill Lynch (MER), UAL (UAUA), and many others
Posted Oct 20th 2007 12:40PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), eBay (EBAY), Pfizer (PFE), Coca-Cola (KO), Intel (INTC), Motorola (MOT), McDonald's (MCD), International Business Machines (IBM), Nokia Corp. (NOK), Citigroup Inc. (C), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Advanced Micro Dev (AMD), Altria Group (MO), Bank of America (BAC), Boston Scientific (BSX), Hershey Co (HSY), Domino's Pizza (DPZ), Gannett Co (GCI), Mattel, Inc (MAT), Southwest Airlines (LUV), , , Harley-Davidson (HOG), United Technologies (UTX)
Another earnings season crunch is under way, and here are a some highlights of this past week's earnings coverage here at BloggingStocks:
Continue reading Earnings highlights: Tech stocks strong, financials weak
Posted Aug 28th 2007 11:20AM by Georges Yared (RSS feed)
Filed under: Analyst reports, Good news, , 25 Stocks for Next 25 Years, , Stocks to Buy
In May and June, I wrote a series on what I think could be the top 25 stocks for the NEXT 25 years. It was a fun exercise and a lot of work. Since the series finished in mid-June, we've been knocked down from 25 stocks to 22 stocks: Opsware (NASDAQ: OPSW), Kyphon (NASDAQ: KYPH) and Color Kinetics (NASDAQ: CLRK) are all being acquired for significant premiums by obviously much larger companies.
We have another on our list that, although it's not being acquired, the stock has doubled in value these past 2 1/2 months. Blue Coat Systems (NASDAQ: BCSI) was written up on June 8. The stock was trading at $44, but it's now at $84.80. Blue Coat reported an absolutely explosive July quarter. Revenues came in at $62.4 million versus Street consensus of $58 million, representing a 71% year-over-year increase and a 15% up-sequentially from the April quarter.
The wide-area-network (WAN) optimization product set is gaining mainstream momentum. The even better news for Blue Coat Systems is that it is about to embark on an excellent new product cycle. The company saw bookings, pipeline and deferred revenues all go up substantially this past quarter and provide tremendous visibility going forward.
Continue reading Top 25 Stocks for the NEXT 25 Years: Blue Coat Systems (BCSI) -- update
Posted Aug 21st 2007 3:55PM by Georges Yared (RSS feed)
Filed under: Forecasts, Apple Inc (AAPL), Cisco Systems (CSCO), Hewlett-Packard (HPQ), Berkshire Hathaway (BRK.A), Citigroup Inc. (C), JPMorgan Chase (JPM), Bank of America (BAC), , Oracle Corp (ORCL), , Wells Fargo (WFC), Stocks to Buy
I had the pleasure this morning of participating on a conference call with five British portfolio managers. Not surprisingly, the discussion, over tea of course, was about the state of the U.S. stock market. Combined, these five gentlemen manage about $16 billion in U.S. stock funds. Once the crumpets were finished and before the second cup of tea was poured, we began the dissection of what's happening in the U.S. It's always good to have perspective from across the "Pond."
To the man, all five believe the U.S. is still a "bit on the cheap side" in terms of valuations. Consistent growth pockets exist, especially in the technology sector. The portfolio managers were enthused about Cisco Systems, Inc. (NASDAQ: CSCO), Apple Inc. ( NASDAQ: AAPL) (although Duncan was aggravated because his 6-year-old son dropped his iPod into the bathtub last night), Hewlett Packard (NYSE: HPQ) and Oracle Corp. (NASDAQ: ORCL). All four of these companies have a high degree of revenue and earnings momentum and of course, strong international sales.
When the subject turned to the U.S. financials, we had some differences. The differences had to do with timing and if there is more bad news to come. The five agreed with me that the big five American banks have a diverse enough stream of revenues and earnings so that any more mortgage issues that come up would be a minor hit to their earnings expectations. The big five are Bank of America (NYSE: BAC), Wells Fargo & Co. (NYSE: WFC), Citigroup (NYSE: C), JP Morgan Chase (NYSE: JPM) and Washington Mutual (NYSE: WM). Three of the five felt that all are in a very secure earnings position, but possibly Washington Mutual could still see some "dodgier times." Two of the five portfolio managers felt that the general earnings expectations for the 3rd and 4th quarters could encounter a slight miss.
Continue reading Morning tea: British portfolio managers' view of U.S. market
Next Page >