Blog
Transocean Offshore (RIG): A Calculated Risk
The tragedy in the Gulf has decimated the stocks of the companies involved. Cumulatively, the three main players – BP, Transocean Offshore, and Halliburton – have lost $125 billion in market value since the Deepwater Horizon explosion. BP and RIG have each been...
Quality Not Quantity: Jobs Number Disappoints
Today, the Labor Department reported that the economy added 431,000 new jobs in May, exceeding the 290,000 jobs gained in April - apparent affirmation that the domestic recovery is building momentum. Hold the phone, however, because virtually all (411,000) of those...
Missing the Point
Investors and politicians are missing the point. With a sharp focus on the negative news surrounding Greece and the Euro currency, investors are indiscriminately selling stocks with fortress balance sheets and excellent growth outlooks. We have been adamant that...