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, April 27, 2010

Could Bristol-Myers' Growth Flatline Post-Plavix?

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In 2009, Bristol-Myers Squibb (BMY-$24.50) derived almost one-third of its total sales, or $6.1 billion, from the blood-clot inhibitor Plav...
Friday, April 23, 2010

Novartis' Search In a Post-Diovan World Continues

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Findings from ASPIRE (Aliskiren Study in Post-MI Patients to Reduce Remodeling), one of 14 trials evaluating Novartis AG ’s (NVS-$51.97) Tek...
1 comment:
Monday, April 19, 2010

Talk of Oil Drilling at Chesapeake Energy Nothing But Gas

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Chesapeake Energy’s (CHK-$23.50) near-term outlook calls for a shift in some production to oil and natural gas liquids, such as propane and...
Thursday, April 15, 2010

Solar Module Acquisition Better for LDK Solar or Chairman?

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By controlling each node of the manufacturing value chain — and locating its new polysilicon plant adjacent to its existing low-cost (wages)...
1 comment:
Tuesday, April 13, 2010

Cabot Oil Still Has "Gas" in its Future

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Cabot Oil & Gas (COG-$39.63) is showing early success from its Haynesville Shale assets located in East Texas, with its first horizonta...
Thursday, April 08, 2010

Chesapeake Energy Looks Toward 'Oily' Future

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“The economics just compel you to look for oil rather than natural gas right now,” Chesapeake Energy’s (CHK-$24.09) chairman and chief exec...
Monday, April 05, 2010

Denbury Resources Asset Sale Doesn't Change Outlook

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Denbury Resources Inc. (DNR-$17.95) announced its intent to sell certain of its oil and natural gas properties (acquired in the merger with...
Thursday, April 01, 2010

Making Commercial Sen$e of Genzymes' apo-B Inhibitor Mipomersen

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Mipomersen is an antisense inhibitor of apo-B protein synthesis, the first drug of its type. Genzyme (GENZ-$51.83) intends to first seek a...

Denbury Resources Profiting from Greenhouse Gases

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Denbury Resources (DNR-$16.87) has completed its $4.5 billion purchase of Encore Acquisition Corp . The Plano-based oil company makes its m...
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 ...
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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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