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, May 13, 2010

National Enquirer Offers Million Dollar Bounty For Alleged Obama Love Tryst Video

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In March 2010, average weekly print circulation — newsstand and subscription — of the National Enquirer declined year-over-year 16.1 perce...
2 comments:
Tuesday, May 11, 2010

More Calls For CEO Blankenship's Resignation at Massey Energy

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It has become a ritual at Massey Energy’s (MEE-$35.77) annual shareholder meeting for interest groups to stage protests and call for the re...
Friday, May 07, 2010

"Spill, Baby, Spill" - Or Not, Says BP

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British energy giant BP ($49.78) initially accepted responsibility for the April 5 explosion aboard the offshore drilling rig Deepwater Hor...
1 comment:
Monday, May 03, 2010

Can Bristol Myers' Drug Pipeline Save Company?

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Bristol-Myers Squibb (BMY-$25.31) derives almost 47 percent of its revenue from two key products: Plavix (sales of $6.1 billion in 2009),...

Forget Fed Loans -- Think Cool Cup Holders at GM

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General Motors (GM) denies a deliberate intent to mislead the American public with recent televised advertisements, countering that terms o...
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:
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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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