Partners on Ockham

“… So that’s going to make some future deals more difficult. Nonetheless, the index was down. But I thought a bunch of names some of them are tiny, but that doesn’t mean that they can’t be taken out. Champion and STANDARD PACIFIC both less than 100. Champion, for crying out loud, is a $40 million company. Tiny little company. But it’s in these indexes. Ryeland was strong today. Beazer was very strong today. …” …more details…

“… There, there’s a pretty strong argument on both sides. I’ll tell you what both sides are saying. Yeah, there’s probably going to be some chasing the joneses, trying to keep up with this. Particularly d.R. Horton and LENNAR, which had always been perennially the big guys on the they’re now suddenly feeling a little bit smaller, and like we saw in the pharmaceuticals sector that’s the way it works on wall street. …” …more details…

“… Some people are saying out there, there’s a pretty strong argument on both sides. I’ll tell you what both sides are saying. Yeah, there’s probably going to be some chasing the joneses, trying to keep up with this. Particularly D.R. HORTON and lennar, which had always been perennially the big guys on the they’re now suddenly feeling a little bit smaller, and like we saw in the pharmaceuticals sector that’s the way it works on wall street. …” …more details…

“… >>> on tuesday we highlighted the home builders as a possible bright spot to earnings season, and that was before the m&a fuse was lit, and now matt nesto joins us to explain where the home builders are heading from and matt, I think we’ll give you the new name the ORACLE of how do you like that? >> I love it. The ORACLE of englewood. Sounds good. You know what, it’s interesting because we were talking about the home builders yesterday. They are a discretionary group, if you will, inside that sector, …” …more details…

“… Cyberespionage or cyberattacks or cyberintrusions for other purposes. And you know, it can even happen — it can be inside jobs where people are facilitating this. A lot of companies are worried about people putting in these thumb drives oufrmt sbs because they may have some sort of software on them that would allow that information to be exfiltrated. This is something companies have it’s just the cutting edge of …” …more details…

“… 1,000’s show. An you’re going to hear his take on the restoration of that uptick rule at 6:00 p.M. And 11:00 p.M. Eastern. >>> one union demanded BANK OF AMERICA’s ceo ken lewis be tim geithner this last weekend opened the door to the changes at the top of u.S. Financial institutions and the t.A.R.P. Oversight board recommended and …” …more details…

“… Quarter profit will beat analyst expectations because of a 7% to 9% rise in same-store sales. Shares up more than 6% on today’s session. >>> GOLDMAN SACHS adding king pharmaceuticals. Analysts believe the company’s pain drug and bayeta will be …” …more details…

“… Quarter profit will beat analyst expectations because of a 7% to 9% rise in same-store sales. Shares up more than 6% on today’s session. >>> goldman sachs adding KING PHARMACEUTICALS. Analysts believe the company’s pain drug and bayeta will be …” …more details…

“… Profit jumped $58 million because of a 9% increase in same-store sales. Much bet e than wall street was the stock reacted positively as up more than 20% on the day’s >>> discount retailer FAMILY DOLLAR meantime reporting its second-quarter earnings rose 33% to $84 million in line with estimates. The company forecast its third …” …more details…

“… Since last june. Encouraging sign companies may be getting inventories under joining us, equity strategist, david kelly, chief market strategy at JP MORGAN funds. David, welcome to the program, in today’s market, bob pisani was noticing a lot of traders as well, this kind of sideways to …” …more details…