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I’m really interested to see if Roche comes back to the table after Illumina (ILMN) rejected their $6.7 billion offer.  Illumina has an amazing track record of revenue growth in an exciting market as a maker of DNA sequencers.  While the company is profitable, these acquisition are far more about the technology and future growth,...
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Berkshire Hathaway’s (BRK/B) subsidiary Lubrizol seems to be executing quite well according the their CEO James Hambrick.  In this article Hambrick says that he plans to increase revenue by about 60%, and that $10 billion in revenue is a reasonable number for this company.  The Lubrizol acquisition was clouded by all of the drama surrounding...
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This is a really disturbing story of executive greed and corporate malfeasance.  Just a couple of years ago Aubrey McCLendon levered up his personal stock holdings in his company and got crushed by margin calls when the stock dropped precipitously in the bear market.  Then the board of directors authorized an egregious pay package which...
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Robert Wilmers is the respected CEO of M&T Bank (MTB) which is one of the best run banks in the United States.  M&T focuses on traditional lending activities and has a sterling record in underwriting good loans.  In his most recent shareholder letter Wilmers makes many salient points, and add some rather scathing commentary on...
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In the reps and warranties case including MBIA and Bank of America, a judge has increased the chances for a settlement by ruling that Bank of America CEO Brian Moynihan must testify.  I think it is in both companies interest to settle this case as MBIA needs the cash flow, and Bank of America needs...
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Chesapeake Energy (CHK) is blessed with wonderful assets and a management team that has regularly been leading innovators in the energy space as far as predicting trends and technological developments.  The problem with the company is that they are run like an aggressive “wildcat” firm as opposed to multi-billion dollar behemoth.  Balance sheet issues such...
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Alfredo Saenz is exactly right that the ECB needs to get in front of the issue and buy Spanish debt as yields climb.  As stated before this won’t solve the structural problems but neither will delaying the issue.  Policymakers have continuously waited for the market to force them to make a move instead of taking...
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With Best Buy struggling as a transformational shift from big box retail, to online distribution, more bad news occurred today with the announcement that the CEO is stepping down due to an internal probe.  Best Buy is a company that had a great model which is just becoming outdated due to the changing landscape so...
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It’s good to see AIG getting back into Real Estate while collateral values are still low.  This is a company that has a huge amount of float that they need to invest so they must remain disciplined and diversified.  Before their CEO Robert Benmosche took over AIG was winding down everything under pressure from the...
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This was a great article on the new CEO of Research in Motion Thorsten Heins.  The key takeaways for RIMM is that they compete in a fast growing market and have a strong and loyal subscriber base.  The company has endured several misfires but the stock price implies a drastic decline in both revenue and...
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