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Thursday, 28 May 2009 05:00

A taste of what I am working on for the next week or two

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About two and a half months ago I stated in the comments section that I was bracing for a violent market rally. Well, now I am preparing for a significant market dip as the technically driven, euphoria rally bumps into hard fundamentals and the macro reality. On that front, I am on the lookout for companies that have significantly deteriorated operating earnings and will have to rely on refinancing significant debt in the near term. I have created a shortlist of such companies, and am in the process of whittling it down. Here are the companies that made the initial shortlist from the initial scan of 892 candidates (sans my picks off of said shortlist) for subscribers only:

Non-financial scan for May 2009 Non-financial scan for May 2009 2009-05-28 01:36:30 435.37 Kb

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ReggieMiddletonReggieMiddleton: #margincompression It aint' just Apple, RIMM/Blackberry and Nokia - enter the deadbeat carriers http://t.co/rcfdgFdwai

2 days ago from HootSuite

ReggieMiddletonReggieMiddleton: Deadbeat Carrier Comp= #MarginCompression, calculate how much money you've thrown away to your carriers with this... http://t.co/fv1ZSKSxqf

2 days ago from Facebook

ReggieMiddletonReggieMiddleton: Deadbeat Carrier Comp= #MarginCompression, calculate how much money you've thrown away to your carriers with this app http://t.co/2PbiyD4bRQ

2 days ago from HootSuite

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