Dec
29
Posted on 29-12-2006

http://www.fool.com/investing/general/2006/12/29/2006-in-review-bed-bath-beyond.aspx

Ryan Fuhrmann, CFA
December 29, 2006

After a wild ride in 2006, shares of Bed Bath & Beyond (Nasdaq: BBBY) look like they may eke out a gain for the year. They started the year at $36.40, almost fell below $30 in mid-July and eventually recovered to a recent $40.68. Those ups and downs actually had little to do with actual financial results reported.

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Dec
29
Posted on 29-12-2006
Filed Under (All-Star, Education, Insurance, Uncategorized) by ryan

http://www.fool.com/personal-finance/insurance/2006/12/29/a-closer-look-at-insurance-stocks.aspx

Ryan Fuhrmann, CFA
December 29, 2006

For Fools interested in learning the basics on auto, life, and other types of insurance policies, The Motley Fool has an invaluable Insurance Center. More enterprising Fools may also be interested in investing in the space, in which case there are some industry basics to cover.

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Dec
29
Posted on 29-12-2006
Filed Under (Financial, Marsh & McLennan, MMC, Uncategorized) by ryan

http://www.fool.com/news/2006/12/29/marsh-mac-punts-putnam.aspx

Ryan Fuhrmann, CFA
December 29, 2006

The news wires this morning are reporting that financial and business services firm Marsh & McLennan (NYSE: MMC) is in the final stages of selling its Putnam investment management unit to Canadian investment firm Power Corp. If and when Putnam is sold, Marsh will be left with three business segments: Marsh and Guy Carpenter insurance broking, Mercer consulting, and Kroll risk consulting and technology. So, will the company be better off without Putnam?

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http://www.fool.com/investing/value/2006/12/28/foolish-book-review-john-neff-on-investing.aspx

Ryan Fuhrmann, CFA
December 28, 2006

With a bit more downtime during the holidays, I recently revisited one of my favorite books on value investing: John Neff on Investing. Legendary investor John Neff left the helm at the Vanguard Windsor (FUND: VWNDX) in 1995 and published this memoir back in 1999, but the underlying investment approach is timeless, as are most contrarian strategies to investing. The simplicity and success of Neff’s approach are also worth taking note of.

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Dec
22
Posted on 22-12-2006
Filed Under (All-Star, Carnival, CCL, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/22/carnival-sails-to-2007.aspx

Ryan Fuhrmann, CFA
December 22, 2006

After ramping down earnings expectations numerous times throughout 2006, cruise line operator Carnival (NYSE: CCL) was finally able to beat consensus analyst projections.

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Dec
21
Posted on 21-12-2006
Filed Under (Avoid, General Motors, GM, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/21/the-worst-stock-for-2007-general-motors.aspx

Ryan Fuhrmann, CFA
December 21, 2006

I’m sure it seems strange recommending the best-performing stock for 2006 as the worst heading into 2007. Shares of General Motors (NYSE: GM) are up close to 60% so far this year, but for reasons I’ll get into, this is not the best selection for new money in 2007, or ever, for that matter. That’s because GM is a case study of what to avoid when looking for a long-term investment.

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Dec
21

http://www.fool.com/investing/value/2006/12/21/slower-bathing-at-bed-bath-beyond.aspx

Ryan Fuhrmann, CFA
December 21, 2006

Bed Bath & Beyond‘s (Nasdaq: BBBY) rapid growth days are officially behind it. What does that mean for potential investors?

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Dec
21
Posted on 21-12-2006
Filed Under (All-Star, Nike, NKE, Uncategorized) by ryan

http://www.fool.com/investing/value/2006/12/21/nike-hits-the-century-mark.aspx

Ryan Fuhrmann, CFA
December 21, 2006

With no real change in company fundamentals, investor sentiment has shifted in the favor of athletic footwear and apparel provider Nike (NYSE: NKE). The shares just reached $100 Thursday; but what does that mean for those considering investing in the company?

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Dec
21
Posted on 21-12-2006
Filed Under (Healthcare, Merck, MRK, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/21/dueling-fools-merck-bear.aspx

Ryan Fuhrmann, CFA
December 21, 2006

Shares of pharmaceutical giant Merck (NYSE: MRK) have outpaced the market and are up almost 34% so far in 2006. They’ve also outperformed their peer group. Enough is enough; at the current price and valuation, I can now make a compelling argument for why it’s a better idea to go with a number of other players in the space.

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Dec
21
Posted on 21-12-2006
Filed Under (Healthcare, Merck, MRK, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/21/dueling-fools-merck-bear-rebuttal.aspx

Ryan Fuhrmann, CFA
December 21, 2006

I agree with most aspects of fellow Fool Brian Lawler’s bullish opener. Merck (NYSE: MRK) is indeed an impressive, profitable company, as are most major players in the lucrative pharmaceutical industry. It’s just that I suggest taking a closer look at the competition.

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Dec
20
Posted on 20-12-2006
Filed Under (Financial, Morgan Stanley, MS, Uncategorized) by ryan

http://www.fool.com/investing/value/2006/12/20/morgan-stanley-re-discovers-itself.aspx

Ryan Fuhrmann, CFA
December 20, 2006

The good times continue for the largest financial-services firms, and Morgan Stanley (NYSE: MS) has been no exception, quickly returning to form as a profitable powerhouse in the industry. The company announced its full-year earnings yesterday — along with its decision to jettison a sizeable division.

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Dec
20
Posted on 20-12-2006
Filed Under (Cintas, CTAS, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/20/cintas-presses-ahead.aspx

Ryan Fuhrmann, CFA
December 20, 2006

Uniform-rental firm Cintas (Nasdaq: CTAS) just reported another well-tailored quarter, and though results were slightly below analyst expectations, this is a company to keep an eye on.

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Dec
20
Posted on 20-12-2006

http://www.fool.com/news/2006/12/20/dependable-dining-at-darden.aspx

Ryan Fuhrmann, CFA
December 20, 2006

Perhaps Darden Restaurants (NYSE: DRI) should steal a page out of Yum! Brands(NYSE: YUM) Ken-Taco-Hut playbook and consider operating its three main restaurant concepts under one roof. It could call it Bahama-Lobster-Garden.

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Dec
19
Posted on 19-12-2006
Filed Under (Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/19/circuit-city-goes-haywire.aspx

Ryan Fuhrmann, CFA
December 19, 2006

Shares of electronics retailer Circuit City (NYSE: CC) just short-circuited, down 18% today to a fresh 52-week low. Investors were recently applauding the company’s turnaround efforts — are those initiatives now in jeopardy?

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Dec
14
Posted on 14-12-2006
Filed Under (SAI, SAIC, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/14/no-more-secrets-at-saic.aspx

Ryan Fuhrmann, CFA
December 14, 2006

SAIC (NYSE: SAI) is one of the largest service and solutions providers to U.S. military and related government agencies. After nearly 40 years as a privately held entity, it issued shares to the public in October. So why would a firm that makes a living off of secret intelligence want to enter the public realm, and does that spell opportunity for investors?

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Dec
14
Posted on 14-12-2006
Filed Under (All-Star, Uncategorized, WGO, Winnebago) by ryan

http://www.fool.com/investing/general/2006/12/14/winnebago-hits-the-skids.aspx

Ryan Fuhrmann, CFA
December 14, 2006

Shares of recreational vehicle manufacturer Winnebago Industries (NYSE: WGO) are trading down a bit after the company released disappointing first-quarter earnings this morning. The entire industry has been in the doldrums for a couple of years now; when will conditions improve?

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Dec
13
Posted on 13-12-2006
Filed Under (AutoZone, AZO, Duel, Retail, Uncategorized) by ryan

http://www.fool.com/investing/value/2006/12/13/dueling-fools-autozone-bear.aspx

Ryan Fuhrmann, CFA
December 13, 2006

My bearish stance on auto-parts retailer AutoZone (NYSE: AZO) can be summarized as follows: I don’t care for the industry, and I think there are more compelling opportunities in the crowded retailing sector, especially with the recent run in the shares. Time to take some chips off the table — some famous investors already have.

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Dec
13
Posted on 13-12-2006
Filed Under (AutoZone, AZO, Duel, Retail, Uncategorized) by ryan

http://www.fool.com/investing/value/2006/12/13/dueling-fools-autozone-bear-rebuttal.aspx

Ryan Fuhrmann, CFA
December 13, 2006

“When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact.”

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http://www.fool.com/investing/value/2006/12/12/foolish-book-review-quotthe-little-book-of-value-i.aspx

Ryan Fuhrmann, CFA
December 12, 2006

What started with the deceptively simple and entertaining The Little Book That Beats the Market has quickly grown into the “Little Book, Big Profit” series. The second installment comes from another renowned investor and is aptly titled The Little Book of Value Investing.

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Dec
11

http://www.fool.com/investing/value/2006/12/11/caseys-quarter-isnt-filling.aspx

Ryan Fuhrmann, CFA
December 11, 2006

Gasoline trends continue to adversely affect convenience-store operator Casey’s General Stores (Nasdaq: CASY), but the overall appeal of the name remains intact.

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Dec
08
Posted on 08-12-2006
Filed Under (CAE, Cascade, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/08/cascade-lifted-to-new-heights.aspx

Ryan Fuhrmann, CFA
December 8, 2006

Shares of small-cap lift-truck equipment firm Cascade (NYSE: CAE) aren’t that widely followed by Wall Street — which can spell opportunity for savvy individual investors.

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Dec
08
Posted on 08-12-2006
Filed Under (Bakers Footwear, BKRS, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/08/walking-short-at-bakers.aspx

Ryan Fuhrmann, CFA
December 8, 2006

I’m seeing little to get excited about at Bakers Footwear (Nasdaq: BKRS) right now, but there are always other options in the crowded footwear space.

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Dec
08
Posted on 08-12-2006
Filed Under (FLE, Fleetwood, Homebuilding, Uncategorized) by ryan

http://www.fool.com/investing/general/2006/12/08/wheels-may-put-fleetwood-back-on-its-feet.aspx

Ryan Fuhrmann, CFA
December 8, 2006

The party’s been over for almost 10 years now at Fleetwood Enterprises (NYSE: FLE). After reaching an all-time high near $46 in March 1998, Fleetwood’s stock has had a bumpy ride to a recent $8.38. When will the hangover end?

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Dec
07

http://www.fool.com/investing/small-cap/2006/12/07/the-best-small-cap-for-2007-dawson-geophysical.aspx

Ryan Fuhrmann, CFA
December 7, 2006

I don’t generally consider energy-related firms long-term buy and holds because of the cyclical nature of the industry and its tendency for boom and bust cycles. For companies competing in the oil and natural gas space, the price of the underlying commodity is the key item that can make or break an operating model, especially for those trying to locate the natural resource far beneath the surface.

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Dec
07
Posted on 07-12-2006
Filed Under (Cherokee Brands, CHKE, Uncategorized) by ryan

http://www.fool.com/investing/dividends-income/2006/12/07/cherokees-profitable-brands.aspx

Ryan Fuhrmann, CFA
December 7, 2006

Shares of brand licensor and marketer Cherokee Brands (Nasdaq: CHKE) are up almost 30% after hitting a 52-week low in early September but still have a 7% dividend yield. So is it still appealing for investors looking for income from their investments?

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Dec
06
Posted on 06-12-2006
Filed Under (KFY, Korn/Ferry, Uncategorized, Watch List) by ryan

http://www.fool.com/investing/value/2006/12/06/kornferry-gets-harvested.aspx

Ryan Fuhrmann, CFA
December 6, 2006

Executive placement firm Korn/Ferry (NYSE: KFY) continues to benefit from a strong global job market, but the stock is down over 6% after the company reported second-quarter results this morning. Sounds to me like the boss is not giving credit where it’s due.

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Dec
05
Posted on 05-12-2006
Filed Under (AutoZone, AZO, Retail, Uncategorized) by ryan

http://www.fool.com/investing/value/2006/12/05/autozones-lowgear-advance.aspx

Ryan Fuhrmann, CFA
December 5, 2006

Auto-parts retailer AutoZone (NYSE: AZO) isn’t growing very rapidly, but it generates plenty of cash, and the stock isn’t that expensive, even with the recent run-up. Does that make it an appealing investment?

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Dec
04

http://www.fool.com/investing/general/2006/12/04/cheesecakes-cash-flow-factory.aspx

Ryan Fuhrmann, CFA
December 4, 2006

Cheesecake Factory‘s (Nasdaq: CAKE) namesake stores may be struggling to grow same-store sales right now, but future growth prospects are bright and the company is generating impressive operating cash flow.

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Dec
04
Posted on 04-12-2006
Filed Under (Heinz, HNZ, Uncategorized) by ryan

http://www.fool.com/investing/dividends-income/2006/12/04/heinz-bottles-recent-gains.aspx

Ryan Fuhrmann, CFA
December 4, 2006

Shares of Heinz (NYSE: HNZ) just hit a 52-week high of $45, but have prospects at the ketchup and food producer really improved that much?

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Dec
01
Posted on 01-12-2006
Filed Under (H&R Block, HRB, Uncategorized, Watch List) by ryan

http://www.fool.com/investing/value/2006/12/01/lending-isnt-helping-at-hampr-block.aspx

Ryan Fuhrmann, CFA
December 1, 2006

H&R Block (NYSE: HRB) can’t wait for tax season. The company’s mortgage-services unit is sticking out like a sore thumb since tax-related revenue is at a minimum during the slow part of the season.

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Dec
01
Posted on 01-12-2006
Filed Under (Perficient, PRFT, Uncategorized, Watch List) by ryan

http://www.fool.com/investing/value/2006/12/01/perficient-swings-for-the-fences.aspx

Ryan Fuhrmann, CFA
December 1, 2006

Perficient recently presented at Southwestern Showcase 2006, an annual event held in Dallas during November. I’ll be providing a recap of the events I was able to attend; be sure to check Motley Fool’s daily headlines for updates.

Austin, Texas-based Perficient (Nasdaq: PRFT) qualifies as a little company with big plans.

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Dec
01
Posted on 01-12-2006
Filed Under (CONN, Conn's, Retail, Uncategorized, Watch List) by ryan

http://www.fool.com/investing/general/2006/12/01/conns-blown-over.aspx

Ryan Fuhrmann, CFA
December 1, 2006

Shares of home appliance and electronics retailer Conn‘s (Nasdaq: CONN) have trended down over the past couple of days, as the company released earnings that came in slightly below analyst expectations.

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