29 Jun
The worldwide demand for energy continues to grow while at the same time, environmental concerns have put pressure on traditional sources such as fossil fuels. As governments and individuals alike strain to find a balance between these two conflicting needs, alternative energy companies are being brought into the spotlight.
One of the most popular energy sources […]
Posted in Long idea by: Zachary Scheidt
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28 Jun
Tired of unpleasant surprises when opening cell phone bills? Metro PCS (PCS) has the solution. The company offers only pre-paid unlimited calling and data plans so the monthly check is the same every time. PCS also benefits from the non-traditional format because all revenues are pre-paid and the company does not have […]
Posted in Long idea by: Zachary Scheidt
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27 Jun
A successful investing strategy often flies in the face of conventional wisdom and puts the investor opposite the expectations of the general public. Such is the case with my recent purchase of Bear Stearns (BSC).
Bear has been in the news spotlight the last few weeks as two hedge funds it is affiliated with have […]
Posted in Long idea by: Zachary Scheidt
4 Comments
26 Jun
Lehman initiated coverage of CMG this morning with a market perform rating. The report is full of respect for the brand and growth of the company, but is cautious of valuation, upcoming comps, cost pressures and a challenging consumer environment. See my updated notes here.
ICE was weak yesterday apparently in conjunction with new […]
Posted in updates by: Zachary Scheidt
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