TMFAleph1

Alex DUMORTIER

Alex Dumortier writes a twice-daily column covering topical subjects from a contrarian, value-oriented perspective; he also co-authored 'The Astonishing Collapse of MF Global'. He received his degree in Economics and Political Economy from Princeton University and began his career in the City of London. After having lived in several capital cities, Alex now resides in Washington, D.C.. When he is not reading or writing, Alex likes to run and practice Bikram yoga (a form of "hot" yoga.)

TMFAleph1’s Activity

Yesterday

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TMFAleph1 published an article 11:00 AM

3 Big Movers: Yahoo!, SanDisk, and IBM

On earnings, Yahoo! and SanDisk impress, while IBM disappoints.

Thu Apr 17

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TMFAleph1 published an article 7:00 PM

RadioShack: This Is Your Second Warning

RadioShack's turnaround hits another bump

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TMFAleph1 published an article 10:15 AM

Take the Long View on Google's Earnings Miss

Google's margins may drop, but its profit engine is still burning bright.

Wed Apr 16

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TMFAleph1 published an article 7:00 PM

Google's Results Are No Disappointment

All told, Google's quarter looks pretty good.

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TMFAleph1 published an article 7:00 PM

Google's Results Are No Disappointment

All told, Google's quarter looks pretty good.

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TMFAleph1 published an article 10:15 AM

Bank of America: An Expected Hit is no Cause for Concern

A $6 billion litigation expense shouldn't cloud Bank of America's progress.

Tue Apr 15

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TMFAleph1 published an article 7:00 PM

Yahoo!: Growth at Last (And Don't Forget Alibaba!)

Yahoo! posts revenue growth for the first time in five quarters.

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TMFAleph1 published an article 10:15 AM

Coca-Cola Earnings: The Scale is Tipping East

In North America, growth is hard to come by for Coca-Cola.

Mon Apr 14

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TMFAleph1 published an article 7:00 PM

Google Trumps Facebook ... Again

Google makes another visionary acquisition.

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TMFAleph1 published an article 10:15 AM

Citigroup Proves The Naysayers Wrong

Citigroup's earnings give investors the opportunity to reassess the stock.

Fri Apr 11

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TMFAleph1 published an article 10:15 AM

JPMorgan Won't Help the Market, but it Could Help Your Portfolio

JPMorgan disappoints, but its valuation appears to discount too much disappointment.

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TMFAleph1 published an article 12:00 AM

Stock Market Volatility: Here's What's Happening

Stocks were overvalued and that can't persist indefinitely.

Thu Apr 10

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TMFAleph1 published an article 10:15 AM

Icahn's Battle With eBay Isn't Over

Carl Icahn reaches an agreement with eBay, but this battle is just getting started.

Wed Apr 9

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TMFAleph1 published an article 7:00 PM

The Fed: Dovish on Rates, Hawkish on Banks

Investors are satisfied with the Fed's dovish stance, but investment banks had better watch out.

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TMFAleph1 published an article 10:15 AM

After General Motors, It's Toyota's Turn to Stumble

Toyota initiates a massive new recall.

Tue Apr 8

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TMFAleph1 published an article 10:15 AM

Citigroup's Profit Target is Dead

Citigroup's profitability target is dead.

Mon Apr 7

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TMFAleph1 published an article 7:00 PM

General Motors: Stock Pickers, Start Your Engines!

General Motors are nearing bear market territory -- that looks like an opportunity.

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TMFAleph1 published an article 10:15 AM

Did You Notice This Bear Market?

The market is re-rating high-flying technology shares.

Fri Apr 4

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TMFAleph1 published an article 10:15 AM

More Bad News for Citigroup

Analysts say Citi will struggle to meet its own return targets.

Thu Apr 3

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TMFAleph1 published an article 10:15 AM

Google Splits, Microsoft Goes Free

Google introduces a new share class.

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