AMBlog

We thought to present the performance of our long recommendations compared with a couple of indexes/benchmarks.  We have been fortunate to...

Given the volatility that we have seen the last few days, and the fact that it was about a year ago that we provided our 12-month S&P ...

It is a bit late, but we thought to share with you the performance of our picks that required in-depth research.  We note that while we co...

We expect approx. 200K jobs to have been added during Jan. '15.  Our estimate is below the 230K consensus, yet again.  Most regional F...

For the third month in a row, we are submitting our NFP change guesstimate a bit late, but certainly more than a few hours before BLS relea...

We thought to make a few comments regarding the recent dump that oil prices have taken.  Such a drastic decline (nearly 15% in less than a...

We're late again, as it is currently 1:58am (ET) on Friday morning.  However, as usual, we'd still like to post our NFP change gue...

Yes, Gannett (GCI) remains a value play, as we initially mentioned on 1/27/2014 .  After hitting a 52-week high of $35.70/sh, which was 33...

Although we have begun working for what we view as the best NoSQL technology startup/vendor, we remain up-to-date on the equity market a...

Given that the important catalysts ( which we touched on in late Mar. ‘14 ) associated with Avid Technology (AVID), are slowly but sur...

We're again late for this month, as it is currently 2:15am (ET) on Friday morning.  However, we'd still like to post our Sept. NFP...

While we estimated a big 35K miss as compared with the consensus, the miss was even bigger, 88K.  August NFP change of 142K came in signi...

Although we are a bit late this time, we thought to provide our guesstimate for tomorrow's BLS employment report.  We estimate BLS wil...

With the announcement of a spin-off in mid-FY '15 and the planned acquisition of Cars.com, we now think the combined companies of Gann...

Blucora (BCOR) was singing the blues on Friday after reporting better than expected Q2 results, but accompanied by very disappointing guid...

Let's discuss valuation of S&P 500.  For the next four quarters (including current Q3), we value S&P 500 at 1776, 7% lower tha...

Gannett (GCI) announced it is planning to split into two separate companies trading on the NYSE.  This will likely be completed by mid-201...

Cinemark (CNK) Unlike its peers, CNK, reported better than expected Q2 results on the top and bottom-line.  We still the stock is worth $3...

Led by Guardians of the Galaxy, this past weekend's box office numbers provided some hope that Q3 may not be as bad as many initially ...

BLS Employment Report (Jul. '14) Change in NFP for Jul. '14 came in practically in the middle of the range between our 190K es...

We are yet again a bit pessimistic when it comes to the monthly change in NFP.  We estimate that figure to be 190K, compared with the cons...

AMC reported mixed Q2 results; beating on the bottom-line, but missing the top-line consensus by $12.5MM.  We remain 'neutral' on ...

IACI reported Q2 results this morning missing on the top and bottom-line.  Revenues came in $40MM short of the Street's estimates.  We...

Twitter (TWTR) TWTR had a good overall Q2, as we expected.  Data licensing revenues which grew 43% sequentially, beat what the Street was ...

Twitter (TWTR) TWTR will report Q2 results today after the close.  FB's strong Q2 numbers may have indicated that TWTR also had a ...

Below is a review of the latest quarterly earnings (reported last week) of some of the companies which we have covered on this blog.  We w...