slackwater
Saturday, April 30, 2005
Tuesday, April 26, 2005
Forbes not good
"Value Line forecasts that Teva's growth will slow this year from competition for generic epilepsy drug Gabapentin and multiple sclerosis treatment Copaxone, which is its signal proprietary (that is, nongeneric) product."-Elizabeth MacDonald (senior editor !!?!? wha!!?!??!?)
Forbes, May 9, 2005
hmmm...is it just me or does that make no sense at all. It you replace signal with single, then you're getting somewhere.
Monday, April 25, 2005
Daily Show: Harvard Housecleaning
Two caring entrepreneurial students start a service to pamper and clean up after their lazy classmates.
watch
Mutual Funds: More Funds Closing
Julius Baer International Equity
read
Julius Baer International Equity fund is scheduled to close to new investors on May 4, according to a regulatory filing on Monday. "International Equity fund's assets have grown to over $12 billion, and the fund's core strategy limits the capacity for additional assets," Julius Baer said in the filing.
Tweedy Browne Global Value
"Current stock market levels worldwide present few investment opportunities selling at an attractive discount to intrinsic value," said Chris Browne, a co-manager at both funds, in a statement. In 2000, Browne and his team won investment research firm Morningstar's coveted Manager of the Year award for international stock funds. "Moreover, certain holdings of both funds have risen to levels of full value in our view, resulting in both funds being net sellers of securities," Browne added. Year to date, the Global Value fund has gained 4%, while the American Value fund is down 4.6%. In particular, Browne said his team is nervous about high valuations in value stocks, which have outperformed their growth peers since the technology bubble burst in 2000. "The result is that the price difference between the most expensive and the least expensive stocks is narrower than we can recall in more than 30 years," Browne said. The funds have adequate levels of cash to take advantage of future buying opportunities, and if they remained open, new investors "could excessively dilute existing fund shareholders' investments in a limited pool of cheap stocks," he added.read
The trend continues...
Saturday, April 16, 2005
Wednesday, April 13, 2005
Sony NW-HD5
Looks like Sony has finally come up with their iPod killer. A little late, but it looks to be quite superior. Sony has finally accepted the mp3 standard, having been mired in the past by only supporting their proprietary encoding format. Where Sony really beats the iPod is the battery, which is removable, so you can swap it out for continuous use. When the battery eventually fails, it is easily replaceable. The iPod must be sent to Apple, who will open it up and replace the battery for a hefty 100 bucks.
read (japanese)
Friday, April 01, 2005
Sabesp
Plans, executes, and operates basic sanitation services throughout the territory of the State of Sao Paulo in Brazil. This includes the capture, collection, processing and distribution of water, as well as the collection, removal, processing and final disposal of sewage and sludge.
Analyst ratings:
-JP Morgan : overweight
-Bear Stearns: peer perform