Missed opportunity
Global settlement. It conjures up grand images of finality on a worldwide scale. But the US regulators' $1.4 bn settlement with...
Read more
Sell side Archive
Investment pro files
Charles Armitage Charles Armitage, aerospace & defense analyst, Merrill LynchCharles Armitage is an analyst at Merrill Lynch in...
Read more
How they do it at Varian Medical Systems
Start out with a smallish company, the surviving remnant of a three-way spin-off, all of whose components keep variants of the...
Read more
Chasing analysts
Q. The coverage of our stock has changed hands at a big buy-side institution and I've been trying to figure out who the new person...
Read more
Leader: Happy New Year
In 2002, new standards of corporate governance were legislated by the US Congress and made into rules by the SEC. In 2003...
Read more
Cease & desist
We waited over two years for some action and then all we got to witness was a slap on their wrists. The US Securities & Exchange...
Read more
Bondholders Handholders
As the equity markets went from bad to worse in early 2001, a lot of institutional investors looked for a safe haven in corporate...
Read more
Oracles of IR
Q. With traditional valuation techniques arguably meaningless right now, there seems to be a greater focus on management...
Read more
Rent-an-analyst
Between May 14, 1999 and December 4, 2000, Christina Skousen, a 49-year old resident of Novato, California, wrote research reports...
Read more
Leader: Much ado about the sell side
As the old saying goes, 'There are three types of lies: lies, damn lies and statistics.' So take at least a couple of grains of...
Read more
