Chad Hudson

Contributor since: 26 Feb 2010

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• Starting to Overheat

  Published 16 October 2003 | viewed 3,164 times

  UNEDITED Over the past couple months the majority of the economic data has indicated that the economy is growing rapidly. The back-to-school season appears to…

• Where Is The Quality?

  Published 09 October 2003 | viewed 2,868 times

  UNEDITED Last week was filled with economic data. Since I was out last week, I'll just give a quick recap on a few of the…

• Pillars of Support: Consumers and Short Stocks

  Published 25 September 2003 | viewed 3,185 times

  UNEDITED With the third quarter winding down, several companies with off calendar year-ends announced earnings this week along with companies updating their guidance for the…

• Will Consumers Drive Third Quarter Earnings?

  Published 17 September 2003 | viewed 3,333 times

  The government released its tally of August retail sales last week, which can best be described as interesting. Instead of the 1.5% increase economists were…

• Unrealistic Expectations?

  Published 11 September 2003 | viewed 3,651 times

  UNEDITED Retailers reported August sales last Thursday, which were very strong, but very disjointed. According to a research report published by CSFB, general merchandisers did…

• The Canary Sings

  Published 04 September 2003 | viewed 3,199 times

  UNEDITED The financial services industry received another black eye at the hand of New York Attorney General, Elliot Spitzer. At a news conference today, Spitzer…

• Enjoying the Outdoors

  Published 21 August 2003 | viewed 2,905 times

  Hewlett-Packard derailed the technology train, at least for a couple of hours this morning. One year following the historic merger of HP and Compaq, it…

• Consumption Junction

  Published 14 August 2003 | viewed 65,239 times

  Retailers started reporting second quarter earnings this week. From the limited sample that have already reported, the results appear favorable as margins have held up…

• Engineering Earnings

  Published 07 August 2003 | viewed 3,309 times

  This week's economic data continued to depict an economy gaining strength. However, the stock market has not been impressed as the S&P 500 closed at…

• Is The Third Time a Charm?

  Published 31 July 2003 | viewed 3,014 times

  The past couple of weeks have been dominated by corporate earnings. This week has provided some welcomed economic data to break the monotony. The biggest…

• Kissing Your Sister

  Published 24 July 2003 | viewed 3,125 times

  (UNEDITED) Earnings season is half over. As of Wednesday morning 250 S&P 500 companies have reported second quarter earnings. Companies continued to outpace analysts' estimates,…

• Ford Needs More Than Magic

  Published 17 July 2003 | viewed 3,183 times

  This week started the flurry of corporate earnings reports. While still too early to draw conclusions, companies have reported better than expected earnings. First Call…

• The Start of Earnings Season

  Published 10 July 2003 | viewed 2,801 times

  The stock market has been a dangerous environment for short sellers. The liquidity tap has been wide open for several months, which has helped fuel…

• Goodbye Second Quarter

  Published 02 July 2003 | viewed 2,871 times

  (UNEDITED Company announcements quieted down during this shortened trading week. Most of the news this week showed that the economy was at least treading water…

• 100 Basis Points Left

  Published 25 June 2003 | viewed 3,605 times

  The Federal Reserve lowered the target rate for federal funds by 25 basis points to 1.0%. Furthermore, the Federal Reserve said, "the probability, though minor,…

• Pre-announcements Heating Up

  Published 18 June 2003 | viewed 2,829 times

  (UNEDITED) Earnings pre-announcements started last week with a few companies announcing sales would be lower than forecasted due to SARS. The SARS theme continued this…

• Consumers Continue To Pull The Economy

  Published 11 June 2003 | viewed 2,859 times

  Retailers reported May sales last week that were generally within analysts expectations. As a group, same store sales increased 1.8% year-over-year. Discount stores continue to…

• Stop Making Sense

  Published 04 June 2003 | viewed 3,048 times

  (UNEDITED) May auto sales came in at an annual rate of 16.1 million units, which was a little better than expected and just a bit…

• Buy a Home and a Homebuilder

  Published 29 May 2003 | viewed 3,245 times

  (UNEDITED) The S&P Homebuilding index is up almost 45% year-to-date and several homebuilders are trading at all-time highs. It is far and away the best…

• Kohl's Turns Cold

  Published 22 May 2003 | viewed 3,270 times

  Last week, retailers started reporting first quarter earnings and several had disappointing results. Not only have sales been below plan, but a large number ended…