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Author: Ned Douthat

Gilead Sciences is in Great Health

“Check out Gilead. Profit up 36% from a year ago. Well ahead of expectations at 78 cents [non-GAAP] versus a 67 estimate. The revenues grew 31% from a year ago. Product sales strong, royalties strong, but the stock is...

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Itron: All About Smart Grid Tech

We want a stock like Itron. The dominant player in smart grid; which is the smart grid transformation. When some huge, moldy company talks about how great the smart grid is like GE did Friday and IBM did on Thursday, you go take...

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Are Fannie and Freddie Worthless?

According to Bose George analyst at Keefe, Bruyette & Woods, the two government sponsored entities that buy mortgages from banks have zero value to common shareholders.  KBW downgraded the shares to Underperform and...

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Enlightening Day for Goldman Sachs

As market watchers are well aware, Goldman Sachs (GS) cruised to a solid profit in the third quarter of $3.19 billion or $5.25 per share.  Goldman tripled their earnings of last year, and handily beat consensus...

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