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.

Monday, March 21, 2011

No Growth Meltdown at Uranium Miner Cameco

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PR problems from the Japanese disaster, nuclear plant phase-out programs in several European countries, and failure of global economic accor...
1 comment:
Friday, March 18, 2011

InterMune's Esbriet: Hype or Miracle Drug?

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InterMune’s (ITMN -$44.00) internal forecasts for its new pulmonary fibrosis drug appear even more bullish than Wall Street, with managemen...
2 comments:
Wednesday, March 16, 2011

Is GE Tokyo's new Godzilla?

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Fear-mongering is spreading like the bubonic plague through the financial markets — quicker than the tsunami that hit Japan last Friday. Bre...
1 comment:
Tuesday, March 08, 2011

Can Eni SpA Grow Production Without Libya?

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Libya is Eni SpA’s (E-$49.22) largest source of oil and gas, accounting for approximately 244,000 barrels of oil equivalent a day. With Qad...
Tuesday, February 15, 2011

McMoran ExplorationDoubles Down in Gulf Waters

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McMoran Exploration’s (MMR-$17.58) drilling strategy is focused on extracting reserves thought to exist below the “salt weld” — specificall...
Tuesday, January 11, 2011

Food Costs Go "BOO!" to Chipotle

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Despite evidence presented to the contrary, Chipotle’s (CMG-$223.67) CFO Jack Hartung told analysts on the third-quarter 2010 earnings cal...
Friday, December 31, 2010

Chipotle Sales Growth Ain't No Jive

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Since opening its first restaurant in 1993, Chipotle (CMG-$214.00) has elevated a simple menu of burritos, tacos, and salads into meals tha...
2 comments:
Thursday, December 16, 2010

Time for Nokia to Read Smartphone Marketing Manual?

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According to Nokia’s (NOK-$9.86) internal estimates, overall industry cellphone volumes in third-quarter 2010 grew 14 percent year-on-year ...
Friday, December 10, 2010

Americans For Truth About Homosexualty: Don't Ask, Don't Tell For TSA Agents?

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Americans For Truth About Homosexuality (AFTAH) founder and president Peter LaBarbera asks: “Isn’t it just as inappropriate for a ‘gay’ ma...
Thursday, December 09, 2010

First Solar Looks to Secure Tellurium Supplies

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The global leader in sales of thin-film solar panels, First Solar (FSLR-$133.05) had to delay panel shipments last quarter due to capacity ...
Tuesday, November 30, 2010

Is TSA Our New Big Brother?

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Don’t wait for founder Julian Assange to publish confidential documents on Wikileaks.org for confirmation. But more and more people are bec...
Tuesday, November 23, 2010

MS Community Welcomes Ampyra -- Or Does It?

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As of September 30, some 31,000 folks with multiple sclerosis (MS) in the U.S. have tried the oral MS drug Ampyra , representing almost eigh...
1 comment:
Wednesday, November 17, 2010

Bigger Problems For Solyndra Than Chinese Challengers

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Just weeks after opening the first phase of a new fabrication plant, called Fab-2, Solyndra said it was shuttering an older and less-effici...
1 comment:
Tuesday, November 09, 2010

EnCana Gasing Up For Its Future With Haynesville Play

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To date, EnCana Corp. (ECA-$29.52) has demonstrated success in offsetting the estimated 8 percent rise in oilfield services costs through o...
Monday, November 01, 2010

Next -Generation 737 Grounded From Boeing 787 Turmoils

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Mounting development costs at Boeing (BA-$70.48) for its oft-delayed wide-body 787 passenger jet threaten not only profitability but distra...
2 comments:
Wednesday, October 27, 2010

Expect More 787 Dreamliner Delays From Boeing

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The Boeing Company ($70.38) is telling suppliers to halt deliveries of sections for its 787 Dreamliner for two weeks because of delays at t...
1 comment:
Friday, October 01, 2010

First Solar Still Dominates U.S. Utility-Scale Space

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A key provision of the American Recovery and Reinvestment Act of 2009 (ARRA 2009), which subsidized up to 30 percent of construction costs f...
Thursday, September 23, 2010

How Sunny First Solar's Future in China?

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First Solar’s (FSLR-$143.55) CEO Rob Gillette told investors on the quarterly earnings call the thin-film, PV module maker expected to beg...
2 comments:
Saturday, September 11, 2010

Message to President Obama on September 11: "Never Forget" - Voters Won't

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Obama told a White House news conference yesterday: "If you could build a church on a site, you could build a synagogue on a site, you ...
8 comments:
Friday, September 03, 2010

LDK Solar Swimming Against Downstream Profit Currents

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LDK Solar (LDK-$7.87) said module shipments more than doubled in second-quarter 2010 to 74 megawatts. However, chief financial officer Jack...
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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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