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.

Tuesday, March 30, 2010

Making Commercial Sense of Isis Pharmaceuticals' Cholesterol Drug Mipomersen

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Isis Pharmaceuticals (ISIS-$10.31) sold development and marketing rights of its flagship antisense drug mipomersen to Genzyme in January ...
Wednesday, March 24, 2010

Bearish on China Sunergy

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With its domestic market becoming even more crowded with silicon, solar cell, and module makers, China Sunergy (CSUN-$3.91) is looking abro...
Monday, March 22, 2010

Anchors Away for Crude Carriers' Common Stock?

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Crude Carriers (CRU-$16.30) is using all of its approximately $254 million in proceeds from its recent IPO to immediately purchase one 2006...
Friday, March 19, 2010

No Fun in Sun at Solarfun Power Holdings

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Solarfun Power Holdings’ (SOLF-$6.54) finance officer Gareth Kung stressed on the fourth-quarter earnings call that 50 percent of shipment...
Thursday, March 18, 2010

Chesapeake Energy's "Clean and Green" Campaign Fails to Convince Critics

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If environmentalists have their way, the flame in Chesapeake Energy ’s (CHK-$23.79) “green” logo would be snuffed out. Critics howl that the...
2 comments:
Monday, March 15, 2010

Burger King Launching New Assault on Breakfast

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Burger King (BKC-$19.60) has yet to win any of the breakfast sandwich battles – whether they be against McDonald’s or Dunkin Donuts. Manage...
1 comment:
Thursday, March 11, 2010

Novartis Crazy to Buy Vanda Pharma?

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Shares of Vanda Pharmaceuticals (VNDA-$11.80) rallied 15 percent in the last two days after rumors resurfaced that partner Novartis AG might...
Monday, March 08, 2010

Hey Burger King, Where's Herb?

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Comparable same store sales at Burger King (BKC-$17.90) operations in North America (more than 7,500 stores) declined three percent versus ...
Friday, March 05, 2010

First Solar Forgets an Understanding Is NO Signed Deal

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Chief executive Rob Gillette confidently predicted on the fourth-quarter 2009 earning call that demand for larger-scale utility projects, p...
Sunday, February 28, 2010

Are Hot Dogs From Kraft Foods and Sara Lee Choking Risk For Kids?

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A new policy statement from the American Academy of Pediatrics (AAP), published in the February 22 online issue of Pediatrics , takes a clo...

First Solar Turns To New World for Solar Growth

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In 2009, First Solar (FSLR-$105.90) generated almost 65 percent of its $2.06 billion in sales from German photovoltaic (PV) projects, from ...
Wednesday, February 24, 2010

Avoiding Cannibals at Johnson & Johnson

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As patients with auto-immune disorders cycle through anti-TNF therapies and the failure pools increase, there is ample room for Johnson ...
Tuesday, February 23, 2010

Petrohawk Energy Promises Free Cash Flow By 2012

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Petrohawk Energy (HK-$22.16) is nursing a mighty hangover after awaking from a 2 ½-year buying binge — $5 billion spent on acquiring leaseh...
Friday, February 19, 2010

Revlimid Keeps Celgene Healthy

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Celgene (CELG-$60.11) chief executive Sol Barer predicts Revlimid will win regulatory approval as front-line treatment for newly diagnosed...
Wednesday, February 17, 2010

Southwest Airlines "Cop Out" in Kevin Smith Feud

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Before backpedaling in a tweeted apology, Southwest Airlines (LUV-$12.29) insisted in a public retort that airline employees removed movie ...
Monday, February 15, 2010

Petrohawk Energy's Gas Reserve Valuations in Dispute

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Petrohawk Energy’s (HK-$22.78) experienced significant growth in production and reserves in 2009, chairman and chief executive officer Floy...
Tuesday, February 09, 2010

Will Petro-Canada Acquisition Sink Suncor Energy?

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Suncor Energy (SU-$30.05) is a long way from achieving the significant synergies envisioned from its all-stock C$19.63 billion acquisition ...
1 comment:
Sunday, February 07, 2010

Murphy Oil Spudding For Ethanol Prospects

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Despite significantly weaker margins realized in 2009, Murphy Oil (MUR-$50.75) intends to add a combined 80 new gas stations to its networ...
Wednesday, February 03, 2010

McMoran Exploration: What's in Davy Jones' Locker?

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Positive drilling results at its Davy Jones prospect could be a boom for McMoran Exploration (MMR-$16.80). The Gulf Coast energy company ha...
1 comment:
Sunday, January 31, 2010

Saving Trump Entertainment Resorts from the Trumps

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Ivanka Trump and her father “The Donald” have allied with bondholders of bankrupt Trump Entertainment Resorts (TRMPQ-$0.08) , to compete wi...
1 comment:
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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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