Month: January 2010

5 Economic Charts You Should See – Employment

Each day we look at the economic reports and try to present them in a usable fashion. Not just for this blog, but to assist us in economic outlook and portfolio management.   Here are a few of the recent series that we are watching related to employment.

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Drilling Offshore – Why We Own Atwood Oceanics (ATW)

Atwood Oceanics (ATW) is right in the heart of the much needed deep water drilling technology for the oil sector. As we are seeing more and more usage with less supply from land based rigs, Atwood is poised to benefit.

Select Fundamentals:

P/E Ratio: 10
EPS Growth Long Term: 96%
Debt :...

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Links and Reading for January 7th

Some of the more interesting and important items for January 7th :

Lennar Reports Unexpected Profit for Fourth Quarter After Reducing Costs – Surely no government initiatives here…..
Eurostar Again Halts All Train Service Through Channel Tunnel After Snow – Global Warming again!
Sears Quarterly Profit Outlook Tops Estimates on KMart...

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Fed Minutes from December – Key Points to Watch

The Federal Reserve released the minutes from the December 16th meeting. There are some internal conflicts we are hearing that are taking place by the Fed Governors on the outlook for a rate increase. As it stands now, it looks like at the earliest, we are looking at June 2010...

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