10Q Detective

Investors often overlook SEC filings, and it is the job of the 10Q Detective to dig through businesses’ 8-K and 10-Q SEC filings, looking for financial statement ‘soft spots,'(depreciation policies, warranty reserves, and restructuring charges, etc.)that may materially impact Quality of Earnings.

Thursday, April 30, 2009

Swine Flu: Bienvenidos a los Estados Unidos de América

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In a nationally televised speech on Wednesday night, President Felipe Calderón urged his Mexican subjects to stay home. Why didn’t he just...
6 comments:
Wednesday, April 29, 2009

Traders Flock to Novavax: SELL!

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Common sense will be remembered as one of the first victims of the recent swine flu outbreak in the United States. In another example of fol...
4 comments:
Monday, April 27, 2009

Is NY Times Ignoring Voice of the People?

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Struggling to save its flagship paper, The New York Times Company (NYT-$5.25) threatens to shutter The Boston Globe unless The Boston News...
2 comments:
Wednesday, April 22, 2009

Junk Income at Citigroup

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In a challenging lending environment, Citigroup (C-$3.25) posted revenues of nearly $25 billion and net income of $1.6 billion for the fir...
Friday, April 17, 2009

Holding General Growth Properties CEO Metz Accountable

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What role did chief executive Adam Metz play in the boom-to-bust saga at mall owner General Growth Properties (GGP-$0.75) ? Metz first show...
1 comment:
Tuesday, April 14, 2009

Where is Payday in Advance America's Business Model?

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After suffering recent legislative setbacks in Oregon and New Hampshire that imposed annual rate caps on payday loans, Advance America (AEA-...
3 comments:
Thursday, April 09, 2009

Wexner's Dangerous Job as CEO of Limited Brands

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Could someone inform the Board of Directors at Limited Brands (LTD-$10.25) that the “global war on terror” is over? Since 2005, shareholde...
1 comment:
Wednesday, April 08, 2009

The Ballad of Insider Interests and NASCAR Racing at Aaron Rents

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Aaron Rents (RNT-$27.77) , a leader in the sale and lease ownership of residential furniture, consumer electronics and home appliances, beli...
1 comment:
Tuesday, April 07, 2009

Callaway Golf CEO Takes Mulligan With Exexcutive Perks

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Despite stewarding a mixed financial performance at Callaway Golf Company (ELY-$7.90), Chief Executive George Fellows received compensat...
Saturday, April 04, 2009

Profits at GeoEye in Decaying Orbit?

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GeoEye Inc (GEOY-$24.57) said in February that its earth-imaging satellite GeoEye-1 received full operational capability certification from...
2 comments:
Wednesday, April 01, 2009

Please Don't Shrink My Box of Cheerios!

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Ken Powell , Chairman and Chief Executive Officer of General Mills (GIS-$50.80) , said although commodity prices have climbed about 25 perce...
Monday, March 30, 2009

CEO Murren Tells MGM Employees: "Trust Me."

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In a letter sent to MGM Mirage (MGM-$2.85) employees, CEO James Murren assured the staff that the management of the casino operator remai...
Thursday, March 26, 2009

Shorts Do Battle with PrePaid Legal Services

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Similarities between PrePaid Legal Services (PPD-$30.39) and Bernie Madoff ? The company, which markets prepaid legal plans, is actually n...
5 comments:
Monday, March 23, 2009

Misdirection at China Natural Gas?

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Despite year-on-year revenue growth of 91 percent to $66.7 million and comparable net income gains of 67 percent in 2008, the share price of...
4 comments:
Wednesday, March 18, 2009

Georgia Gulf Hangs on By Polyester Thread

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The fortunes of Georgia Gulf (GGC-$1.85) , a plastics company whose products are used in home-building materials ranging from pipe fittings ...

AMEX Management Fleecing Shaeholders?

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American Express (AXP-$12.92) warned yesterday that February delinquencies advanced to 8.7% from 7.3% in December, as 5.3% of its credit-ca...
Tuesday, March 10, 2009

What is China Security & Surveillance Hiding from Stockholders?

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China Security & Surveillance (CSR-$2.67) said it expects 2009 earnings of $2.16 to $2.26 per share on revenue of $600.0 million to $6...
Saturday, March 07, 2009

Newsday Invites Soft Forgetfulness of NewsPrint Industry

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But, soft! what light through yonder window breaks? ~ William Shakespeare ("Romeo & Juliet"). Could it be the greenish glow ...
1 comment:
Friday, March 06, 2009

Dark Future for Evergreen Solar

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Lux Research predicted last month that solar cell and module capacity will overshoot demand by twofold in 2009. The 10Q Detective speculate...
11 comments:
Wednesday, March 04, 2009

Readying for Stock Implosion at Intrepid Potash

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One does not need to see wires dangling from C-4 plastic explosive attached to any of the five potash production facilities owned by Intrepi...
7 comments:
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About Me

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David J. Phillips
Prior to founding the 10Q Detective, I held equity analyst positions with three brokerage firms and published the investment newsletter e-Growth Profit Letter - dedicated to uncovering companies with innovative, proprietary technologies in a range of industries. My work has been published in The Dick Davis Digest, The Bull & Bear Financial Report, BusinessWeek, CBS Interactive, Forbes, Kiplingers Personal Finance, MSN Money, TheStreet.com, 24/7 Wall Street, The Wall St. Journal, The International Herald Tribune, and Investors Business Daily. The 10Q Detective is recommended as a 'Must-Read' money blog in Kiplingers (Oct. 2006 & May 2008), Washington Post (May 2009); a 'Best of Financial Blog' by BusinessWeek (Feb. 2007 & April 2008),a 'Smart Stop' by The Journal of Accountancy (March 2008); 'Top 25' by Time magazine, a 'Top 50 Money Blog' by CurrencyTrading.net (April 2008); and, a 2011 LexisNexis Business Law Blog Nominee.
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