Ignore Warren Buffett; Teva Is Insolvent
Warren Buffett of Berkshire Hathaway (BRK.B), (BRK.A) is known as one of the saaviest investors in the world. The Wizard of Omaha likes to...
Teva: The Case For Insolvency
Amid the Financial Crisis of 2008/2009 the Obama administration and the Federal Reserve provided untold amounts of liquidity to financial markets. The Fed never...
Will Investors Bail On Baker Hughes Before General Electric Does?
Baker Hughes (BHGE) reports quarterly earnings January 23rd. Analysts expect revenue of $6.07 billion and EPS of $0.27. The revenue estimate implies 7% growth...
Has Endo Bottomed?
Financial markets have been extremely volatile over the past few months. The Dow Jones Industrial (DIA) peaked at 26,700 in September. The melt up...
General Electric: Did ‘Run On The Bank’ Force A GECAS Sale?
Shares in General Electric (GE) spiked more than 6% Monday on market chatter that Apollo Global Management was interested in acquiring GE Capital Aviation...
Camping World Is Cracking
U.S. economic expansion is getting long in the tooth. The economy has been supported by trillions in stimulus during the Obama administration, and tax...
Is General Electric Hiding Billions In Debt From Moody’s?
Prior to Q4 2018 I had only written about General Electric’s (GE) industrial businesses, purposely avoiding GE Capital ("GECC"). The company's credit ratings have...
Has Warren Buffett Bailed On Teva?
I have been bearish on Teva (NYSE:TEVA) since Q3 2017. Like Allergan (AGN) and Bausch Health (BHC) the company made acquisitions at market heights....
A Predictor Of Recession Is Flashing Red
Last week, Federal Reserve Chairman Jerome Powell hiked rates and suggested more were on the horizon. The angst surrounding financial markets would lead one...
Falling RV Shipments Could Trip Winnebago
Winnebago (WGO) reported strong results for the quarter ended Nov. 24, 2018. The company delivered revenue of $493.65 million and EPS of $0.07, beating...
