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George Gutowski, Financial Skeptic

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Latest Analyst Comments by George Gutowski, Financial Skeptic
 

West Marine -- Late Audit -- CFO to Blame?? (Financial Skeptic) - 12:44 ET Mar 11, 2010

West Marine (WMAR) sunk investor perceptions and announced delays in finalizing the audit and therefore confirming their year end numbers. Geoff Eisenberg, West Marine's CEO, stated: "While we are working to finalize our audit, we are pleased to say that, as previously reported, we had a year that exceeded our budgeted expectations and we want to thank and reward our Associates for their dedication and hard work that made this possible.". They claim to be working through the final audit items with a new accounting firm whom they did not name at this time. 
Recent Research on West Marine, Inc. (WMAR)
Q3 2009 West Marine Earnings Conference Call (Thomson Street Events)- Oct 29, 2009
more research
Share:  West Marine (<span class="company">WMAR</span>) sunk investor perceptions and announced delays in finalizing the audit and therefore confirming their year end numbers. Geoff Eisenberg, West Marine's CEO, stated: "While we are working to finalize our audit, we are pleased to say that, as previously reported, we had a year that exceeded our budgeted expectations and we want to thank and reward our Associates for their dedication and hard work that made this possible.". They claim to be working through the final audit items with a new accounting firm whom they did not name at this time. Tweet this 

McDonalds Respects Tim Horton's (Financial Skeptic) - Mar 07, 2010

McDonald's (MCD) respects or fears Tim Horton's (THI). Traditionally at this time of year Canadian Coffee shop Tim Horton's has a roll up the rim to rim contest. You buy a coffee, roll up the card board rim and see if you get a prize. 
Recent Research on McDonald's Corporation (MCD)
McDonald's Corporation Analyst Meeting (Thomson Street Events)- Nov 12, 2009
Q3 2009 McDonald's Corporation Earnings Conference Call (Thomson Street Events)- Oct 22, 2009
more research
Share:  McDonald's (<span class="company">MCD</span>) respects or fears Tim Horton's (THI). Traditionally at this time of year Canadian Coffee shop Tim Horton's has a roll up the rim to rim contest. You buy a coffee, roll up the card board rim and see if you get a prize. Tweet this 

McDonald's (MCD) respects or fears Tim Horton's (THI). Traditionally at this time of year Canadian Coffee shop Tim Horton's has a roll up the rim to rim contest. You buy a coffee, roll up the card board rim and see if you get a prize. 
Recent Research on Tim Hortons Inc (THI)
Tim Hortons Inc. at Cowen and Company Consumer Conference (Thomson Street Events)- Jan 12, 2010
Q3 2009 Tim Hortons Inc. Earnings Conference Call (Thomson Street Events)- Oct 30, 2009
more research
Share:  McDonald's (MCD) respects or fears Tim Horton's (<span class="company">THI</span>). Traditionally at this time of year Canadian Coffee shop Tim Horton's has a roll up the rim to rim contest. You buy a coffee, roll up the card board rim and see if you get a prize. Tweet this 

GM Re-instates 700 Marginal Dealers (Financial Skeptic) - Mar 05, 2010

General Motors Corporation (MTLQQ) frequently known as Obama Motors announced that approximately 700 dealers are to be re instated. Are sales really that good that we could use another 700 dealers? . 
Share:  <span class="company">General Motors</span> Corporation (MTLQQ) frequently known as Obama Motors announced that approximately 700 dealers are to be re instated. Are sales really that good that we could use another 700 dealers? . Tweet this 

AIG & Prudential Said and Unsaid (Financial Skeptic) - Mar 01, 2010

AIG (AIG) sold is crown jewels to Prudential (PRU) Prudential needs to issue equity and debt. Prudential will now generate a majority of income from Asia specifically China. TARP funds will be paid down. 
Share:  AIG (AIG) sold is crown jewels to Prudential (<span class="company">PRU</span>) Prudential needs to issue equity and debt. Prudential will now generate a majority of income from Asia specifically China. TARP funds will be paid down. Tweet this 

AIG (AIG) sold is crown jewels to Prudential (PRU) Prudential needs to issue equity and debt. Prudential will now generate a majority of income from Asia specifically China. TARP funds will be paid down. 
Recent Research on American International Group, Inc. (AIG)
Moody's affirms ALICO's A1 rating upon acquisition announcement by AIG (Moody's Global Credit Research)- Mar 08, 2010
Moody's affirms AIA (Bermuda) rating at Aa3 with negative outlook (Moody's Global Credit Research)- Mar 02, 2010
more research
Share:  <span class="company">AIG</span> (<span class="company">AIG</span>) sold is crown jewels to Prudential (PRU) Prudential needs to issue equity and debt. Prudential will now generate a majority of income from Asia specifically China. TARP funds will be paid down. Tweet this 

Dillards So Now What? (Financial Skeptic) - Mar 01, 2010

Dillard's (DDS) reported some excellent numbers for Q4 and the stock jumped dramatically, go figure. Good news from a retailer. Good news from Dillard's. 
Recent Research on Dillard's, Inc. (DDS)
Dillard's Ratings Placed On CreditWatch Positive (S&P Credit Research)- Dec 21, 2009
Summary: Dillard's Inc. (S&P Credit Research)- Sep 17, 2009
more research
Share:  Dillard's (<span class="company">DDS</span>) reported some excellent numbers for Q4 and the stock jumped dramatically, go figure. Good news from a retailer. Good news from Dillard's. Tweet this 

Berkshire Hathaway Achilles Heel (Financial Skeptic) - Feb 28, 2010

Berkshire Hathaway (BRK.A;BRK.B) is undoubtedly one of the most unique investment vehicles in the history of economics. Significant positions in both legacy investments such as Geico and Burlington Northern and then they have major stock positions which they can sell off. The problem with the large legacy positions is that they are not saleable under any circumstances. 
Recent Research on Berkshire Hathaway Inc. (BRK.A)
Moody's rates Berkshire Hathaway's shelf and notes Aa2 (Moody's Global Credit Research)- Feb 04, 2010
Moody's rates Berkshire Hathaway Finance Corp's notes Aa2 (Moody's Global Credit Research)- Jan 06, 2010
more research
Share:  <span class="company">Berkshire Hathaway</span> (BRK.A;BRK.B) is undoubtedly one of the most unique investment vehicles in the history of economics. Significant positions in both legacy investments such as Geico and Burlington Northern and then they have major stock positions which they can sell off. The problem with the large legacy positions is that they are not saleable under any circumstances. Tweet this 

AIG -- Still Humpty Dumpty (Financial Skeptic) - Feb 26, 2010

AIG (AIG) reported Q4 and year end numbers. The numbers are better. How could they not be better? 
Share:  <span class="company">AIG</span> (<span class="company">AIG</span>) reported Q4 and year end numbers. The numbers are better. How could they not be better? Tweet this 

Yahoo Twitter Trojan Horse (Financial Skeptic) - Feb 24, 2010

Yahoo (YHOO) entered into a deal with Twitter. Twitter does a lot of what the old message boards used to do for Yahoo Except Yahoo has revenues and we are not sure how Twitter will be compensated 
Recent Research on Yahoo! Inc. (YHOO)
Yahoo, Inc. at Barclays Technology Conference (Thomson Street Events)- Dec 09, 2009
Yahoo, Inc. at UBS Media & Communications Conference (Thomson Street Events)- Dec 08, 2009
more research
Share:  Yahoo (<span class="company">YHOO</span>) entered into a deal with Twitter. Twitter does a lot of what the old message boards used to do for Yahoo Tweet this 

Yahoo (YHOO) entered into a deal with Twitter. Twitter does a lot of what the old message boards used to do for Yahoo Except Yahoo has revenues and we are not sure how Twitter will be compensated 
Share:  Yahoo (YHOO) entered into a deal with <span class="company">Twitter</span>. <span class="company">Twitter</span> does a lot of what the old message boards used to do for Yahoo Tweet this 

Wal-Mart & VuDu Desperate Strategy? (Financial Skeptic) - Feb 23, 2010

Wal Mart (WMT) announced the acquisition of VuDu a video download service that Wal Mart clearly hopes to leverage to counter what surely must be a growing decline in movie DVD sales. If it's cool enough they probably have sugar plum fairy dreams of dominating the electronics and home entertainment market and give Best Buy a run for their money At the strategic level this sounds excellent 
Share:  Wal Mart (<span class="company">WMT</span>) announced the acquisition of VuDu a video download service that Wal Mart clearly hopes to leverage to counter what surely must be a growing decline in movie DVD sales. Tweet this 

Lowe's -- Is It Blind Man's Bluff (Financial Skeptic) - Feb 22, 2010

Lowes (LOW) reported Q4 earnings headlining the new $5 billion dollar share re purchase program. For the fiscal year ended , 2010, net earnings declined 188 percent to $178 billion and diluted earnings per share also declined 188 percent to $121 Robert A Niblock, Lowe's chairman and CEO said improvement in many bigger ticket, project categories, provides an encouraging sign that consumers are gaining the confidence to take on more discretionary projects 
Recent Research on Lowe's Companies, Inc. (LOW)
Q3 2009 Lowe's Companies Earnings Conference Call (Thomson Street Events)- Nov 16, 2009
more research
Share:  Lowes (<span class="company">LOW</span>) reported Q4 earnings headlining the new $5 billion dollar share re purchase program. For the fiscal year ended , 2010, net earnings declined 188 percent to $178 billion and diluted earnings per share also declined 188 percent to $121 Tweet this 

Penske's Falling Knife (Financial Skeptic) - Feb 19, 2010

Penske (PAG) reported Q4 results which show clear improvement on a YOY basis. They have exhausted their last share and debt buy back program and claim no share buy backs in Q4 They also claim to be repurchasing a convertible issue with a 35% coupon due 2026 
Recent Research on Penske Automotive Group Inc (PAG)
Q3 2009 Penske Automotive Group Earnings Conference Call (Thomson Street Events)- Oct 30, 2009
Penske Automotive Group Inc. (S&P Credit Research)- Oct 07, 2009
more research
Share:  Penske (<span class="company">PAG</span>) reported Q4 results which show clear improvement on a YOY basis. They have exhausted their last share and debt buy back program and claim no share buy backs in Q4 Tweet this 

Wal-Mart Disappoints Guidance Junkies -- FX Risks Are Next Problem (Financial Skeptic) - Feb 18, 2010

Wal Mart (WMT) reported better than expected quarterlies but disappointed the guidance junkies with the going forward outlook. Of significant interest; international sales broke through the $100 billion mark for the first time We can expect this number to climb as Wal Mart has exhausted significant US growth opportunities and may be hitting a regulatory ceiling as to how much of the US market it will be allowed to control 
Share:  Wal Mart (<span class="company">WMT</span>) reported better than expected quarterlies but disappointed the guidance junkies with the going forward outlook. Tweet this 

Sprint Gambles on 4G No Safety Net (Financial Skeptic) - Feb 10, 2010

Sprint (S) reported earnings headlining highest annual Free Cash Flow in Sprint Nextel history. The stock still sold off They also claim $66 Billion in liquidity which includes untapped lines of credit 
Share:  Sprint (<span class="company">S</span>) reported earnings headlining highest annual Free Cash Flow in Sprint Nextel history. The stock still sold off Tweet this 

Apple Made Me Do It (Financial Skeptic) - Feb 09, 2010

Two weeks ago I bought an iPhone My contract was up and it was time for something new I waited till the last minute and resisted as much as I could 
Recent Research on Apple Inc (AAPL)
Q4 2009 Apple Inc. Earnings Conference Call (Thomson Street Events)- Oct 19, 2009
more research
Share:  Two weeks ago I bought an <span class="company">iPhone</span> My contract was up and it was time for something new I waited till the last minute and resisted as much as I could Tweet this 

Coke's Shrinking Backyard (Financial Skeptic) - Feb 09, 2010

Coca Cola (KO) announced great global results and has created shareholder wealth. The North American market continues to be vexatious It just continues to shrink and cost control, containment, reduction is the name of the game 
Share:  Coca Cola (<span class="company">KO</span>) announced great global results and has created shareholder wealth. The North American market continues to be vexatious Tweet this 

Bombardier Geopolitical Problems Zhuzhou Hunting (Financial Skeptic) - Feb 09, 2010

Bombardier (BBD Toronto) ran into some geo political problems with CSR Zhuzhou Electric Locomotive Co. Ltd threatening legal action unless the new Montreal Metro contract was re opened for bidding. They have promised to build locally in Montreal As best we can determine Zhuzhou is owned by the Chinese Government and operates very similarly to a government owned corporation 
Recent Research on Bombardier Inc. (BBD.B)
Moody's withdraws Ba2 rating of Bombardier's terminated notes offering (Moody's Global Credit Research)- Mar 10, 2010
Moody's comments on Bombardier's delayed notes offering (Moody's Global Credit Research)- Feb 16, 2010
Bombardier Inc. (Moody's Global Credit Research)- Feb 09, 2010
more research
Share:  <span class="company">Bombardier</span> (BBD Toronto) ran into some geo political problems with CSR Zhuzhou Electric Locomotive Co. Ltd threatening legal action unless the new Montreal Metro contract was re opened for bidding. Tweet this 

Answers Does Not Understand the Question (Financial Skeptic) - Feb 08, 2010

Answers (ANSW) reported decent looking black ink and wants investors to think they have the answers. Bob Rosenschein, Chairman and CEO did not offer any specific direction and would only point to competition and say they are being copied so look at the value proposition Hey Bob did you ever consider that maybe the competition thinks they know they knock you off 
Recent Research on Answers Corporation (ANSW) more research
Share:  Answers (<span class="company">ANSW</span>) reported decent looking black ink and wants investors to think they have the answers. Bob Rosenschein, Chairman and CEO did not offer any specific direction and would only point to competition and say they are being copied so look at the value proposition Tweet this 

Bio
 

George Gutowski

Financial Skeptic

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This is me
George Gutowski

About George Gutowski:

George Gutowski has over twenty years of financial and investor relations experience.He observes how companies explain themselves and at times confuse the marketplace. George wrote the book "Financial Self Defense for Investors" a self defense primer for investors who do not want to be cheated. ISBN 1-894663-94-2

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