MaoXian.com -- Archive > November 16, 2004

Stocks to Watch -- Tuesday, November 16

Posted at 14:15, GMT

Chat Room Added

I've added a Chat Room to the site which will be open from 8AM to 9AM, ET. Drop in and say hi if you have the chance.

Posted at 12:45, GMT

Chart of the Day -- Shuffle Master, Weekly Chart

Seeing Boyd Gaming on the best performing mid-cap list reminded me of a number of strong stocks in the gambling sector, including Shuffle Master, which hit a new all-time high yesterday. (You may recall that I recently featured Scientific Games as Chart of the Day.)

Shuffle Master makes card shufflers and has a number of specialty table game products.

SHFL, Weekly Chart

Posted at 7:55, GMT

Best and Worst Performing Mid-Cap Stocks (last 52 weeks)

Every Tuesday I feature a stock scan from my universe of Mid-Cap stocks. Last Tuesday I listed the best and worst performers over the last 4 weeks. Today I'm posting the list of the best and worst performers over the last 52 weeks.

Best:

Urban Outfitters Inc (URBN)
Up ~161% {specialty retail}
American Eagle Outfitters Inc (AEOS)
Up ~148% {clothing retailer}
Wind River Systems Inc (WIND)
Up ~140% {integrated software platforms}
Boyd Gaming Corp (BYD)
Up ~137% {gambling / casinos}
Mosaic Co (MOS) (formerly IMC Global)
Up ~131% {fertilizer products}

Worst:

Krispy Kreme Doughnuts Inc (KKD)
Down ~70% {specialty retailer of doughnuts}
LTX Corp (LTXX)
Down ~59% {semiconductor test solutions}
Cypress Semiconductor Corp (CY)
Down ~49% {digital and mixed-signal integrated circuits}
Triquint Semiconductor Inc (TQNT)
Down ~48% {components and modules for communications applications}
UTStarcom Inc (UTSI)
Down ~46% {telecommunications equipment and products}

Posted at 7:45, GMT

Traders Are Notoriously Unequipped for Other Work

Exchange traders give up jobs to go back to school, by Hilary Potkewitz:

"Traders, clerks and runners are quietly leaving Chicago's exchanges by the hundreds as electronic trading takes hold. Industry experts estimate the 'floor population' of the Chicago Board of Trade, the Chicago Mercantile Exchange and the Chicago Board Options Exchange has dropped 25 percent to 30 percent over the past four years."

Posted at 7:35, GMT

Plus ca change, plus c'est la meme chose

Veteran Value Manager Took a Big Risk by Playing His Investments Safe, by Ian McDonald:

"Rather than follow the Wall Street herd into stocks or sectors of the day, Mr. Eveillard often zeroed in on the shares of small, ignored or unloved companies and was willing to hold on to them for years ... 'He just marches to a different drummer.'"

Jean-Marie Eveillard: "The mutual-fund industry has become dominated by marketing people. [During the tech mania] some gave in to the temptation to stop being a fiduciary of customers' assets and started becoming asset-gathering machines. When I'm in a good mood, I say Wall Street is nothing but a big promotional machine. When I'm not in a good mood, I say it's a den of thieves."

- via Stingy Investor --

Posted at 7:25, GMT

Best of Both Worlds?

Dow Jones' Digital Gamble, by Tom Lowry:

"... the MarketWatch bid is a huge bet by Dow Jones, which has had a less-than-stellar record with its acquisitions. Most notable is its disastrous, money-losing Telerate financial data business, which was finally sold off in 1998 to Bridge Information Systems.

Paying for MarketWatch will dilute Dow Jones' earnings for 2005 and load it up with as much as $400 million in bank debt. Standard & Poor's, a credit-rating agency owned by BusinessWeek Online parent McGraw-Hill, placed Dow Jones on CreditWatch following the Nov. 15 announcement. The same day, Fitch Ratings put Dow Jones on Rating Watch Negative."

Posted at 7:15, GMT

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