January 2008

In a prior blog, I told you I asked Sageworks, a financial research firm, to find companies that are not drunk on debt. The idea being that, I wanted to find stocks that won’t be hurt by the credit crisis and won’t need to hoard cash to pay down debt in future periods. Which means they can use the money to grow their businesses, profits and your stock portfolios. Want proof that avoiding ... read more

I know I promised you stock ideas in my last blog, “The Leave No Consumer Behind Act.” I still plan to give you them once I’m done reviewing the data from Sageworks, a financial research outfit. I asked Sageworks to crunch the numbers on 6,000 companies to find the cheapest, most stable value plays with little debt and sizable cash kitties, the idea being they can best avoid the credit ... read more

Ok we’ve been in a heated debate here at Fox Business over the government stimulus plan and whether we’re headed into a recession or not. We’ve been kicking these issues around on Money for Breakfast, myself, Alexis Glick, Peter Barnes, Charles Payne and Jenna Lee. Alexis just got back from the World Economic Forum in Davos, Switzerland where she made a valiant effort trying to pin down ... read more

I heard a top-notch market analyst say recently that she is a big believer in not trying to anticipate the end of the world. I am in that camp. The markets are pretty cheap now. The 1,953 stocks in the MSCI World index are now valued at 14 times profits, the lowest since at least 1995, according to a data review by Bloomberg. Europe's Stoxx 600 has a price-to-earnings ratio of 10.7, the ... read more

The bears are red in the claw and they are having their day. The Dow hasn’t closed below 12000 since November 3, 2006, Fox Business’s stats pro Charles Brady informs us, and it hasn’t fallen below 12000 since March 14, 2007 on an intraday basis. Some armchair cranks now claim they saw it coming. They say they saw the weakness move from the homebuilders in 2005 to the community and ... read more