http://ocw.mit.edu/courses/#sloan-school-of-management
Am definitely following Introduction to computer science and programming this year and I look forward to a certificate of completion from MITx.
Wednesday, January 4, 2012
A List of Good Companies
According to Crossingwallstreet, rated by CNN as the best buy and hold blogger
| Company | Symbol |
| Abbott Laboratories | ABT |
| AmerisourceBergen | ABC |
| AT&T | T |
| AutoZone | AZO |
| Balchem | BCPC |
| Ball | BLL |
| Baxter International | BAX |
| Becton Dickinson | BDX |
| Biogen Idec | BIIB |
| C.H. Robinson Worldwide | CHRW |
| Cerner | CERN |
| Charles Schwab | SCHW |
| Church & Dwight | CHD |
| Clorox | CLX |
| Coach | COH |
| Coca-Cola | KO |
| Cognizant Technology Solutions | CTSH |
| Colgate-Palmolive | CL |
| Community Health Systems | CYH |
| Compuware | CPWR |
| Costco Wholesale | COST |
| Cummins | CMI |
| CVS Caremark | CVS |
| Danaher | DHR |
| Darden Restaurants | DRI |
| DaVita | DVA |
| Deluxe | DLX |
| Dentsply International | XRAY |
| Dolby Laboratories | DLB |
| Donaldson | DCI |
| Expeditors International | EXPD |
| Express Scripts | ESRX |
| FactSet Research Systems | FDS |
| Fair Isaac | FICO |
| Fastenal | FAST |
| FLIR Systems | FLIR |
| Flowers Foods | FLO |
| Flowers Foods | FLO |
| FMC Technologies | FTI |
| Forest Laboratories | FRX |
| General Dynamics | GD |
| Gilead Sciences | GILD |
| Graco | GGG |
| Hasbro | HAS |
| Hormel Foods | HRL |
| Hospira Inc | HSP |
| Humana | HUM |
| IBM | IBM |
| Infosys Limited | INFY |
| Intel | INTC |
| IntercontinentalExchange | ICE |
| Internationa Flavors & Fragrances | IFF |
| Intuit | INTU |
| Intuitive Surgical | ISRG |
| Iron Mountain | IRM |
| J.M. Smucker | SJM |
| L-3 | LLL |
| Lincare | LNCR |
| ManTech | MANT |
| McCormick | MKC |
| McDonald’s | MCD |
| Microsoft | MSFT |
| Nike | NKE |
| Progressive | PGR |
| Public Storage | PSA |
| Quest Diagnostics | DGX |
| Raven Industries | RAVN |
| RLI Corp. | RLI |
| Ross Stores | ROST |
| Seaboard | SEB |
| SEI Investments | SEIC |
| Seneca Foods | SENEA |
| Sigma-Aldrich | SIAL |
| Snap-On | SNA |
| St. Jude Medical | STJ |
| Starbucks | SBUX |
| State Street | STT |
| Stericycle | SRCL |
| Target | TGT |
| Teradata | TDC |
| Thermo Fisher | TMO |
| Tiffany | TIF |
| TJX | TJX |
| U.S. Bancorp | USB |
| United Technologies | UTX |
| V.F. Corporation | VFC |
| Varian Medical Systems | VAR |
| Visa | V |
| W.W. Grainger | GWW |
| Walgreen | WAG |
| Waters | WAT |
| WellPoint | WLP |
| Wells Fargo | WFC |
| Western Union | WU |
| Weyco | WEYS |
| Yum! Brands | YUM |
| Zimmer | ZMH |
Tuesday, January 3, 2012
Shanghai 1990 and 2010
http://www.theatlantic.com/business/archive/2011/01/picture-of-the-day-shanghai-in-1990-and-2010/69959/
H/T Brad DeLong for the link
Monday, January 2, 2012
Outlook 2012
Here are Wall Street's 2012 forecasts for the S&P 500. Bloomberg has the details here.
The mean forecast is 1348, up a tad more than 7% from the current level. Last year the pros were too optimistic forecasting an 9% rise while the market has been flat in 2011. They thought the S&P 500 would move to 1382 with a 2011 EPS of 93. They now think the market will move less with a 2012 EPS 10% higher. Not a lot of enthusiasm here.
The strategists have been right on the EPS side just a tad cautious but the market did not move with lots of risk aversion. If they are correct on the earnings side again and animal spirits return they could for once be too pessimistic. Let's check that in a year.
The mean forecast is 1348, up a tad more than 7% from the current level. Last year the pros were too optimistic forecasting an 9% rise while the market has been flat in 2011. They thought the S&P 500 would move to 1382 with a 2011 EPS of 93. They now think the market will move less with a 2012 EPS 10% higher. Not a lot of enthusiasm here.
The strategists have been right on the EPS side just a tad cautious but the market did not move with lots of risk aversion. If they are correct on the earnings side again and animal spirits return they could for once be too pessimistic. Let's check that in a year.
Firm Strategist 2012 Close 2012 EPS
==============================================================
Bank of America Savita Subramanian 1,350 $104.50
Bank of Montreal Ben Joyce 1,325 $102.00
Barclays Barry Knapp 1,330 $103.00
Citigroup* Tobias Levkovich 1,375 $101.00
Credit Suisse Andrew Garthwaite 1,340
Deutsche Bank Binky Chadha 1,500 $106.00
Goldman Sachs David Kostin 1,250 $100.00
HSBC Garry Evans 1,190
JPMorgan Thomas Lee 1,430 $105.00
Morgan Stanley Adam Parker $103.20
Oppenheimer Brian Belski 1,400 $101.00
RBC Myles Zyblock $101.00
UBS** Jonathan Golub 1,325 $99.00
Wells Fargo Gina Martin Adams 1,360 $101.99
---------------------------------------------------------------
Mean 1,348 $102.31
Median 1,345 $102.00
High 1,500 $106.00
Low 1,190 $99.00
Thursday, August 18, 2011
PGA and Statistics
Came across this interesting collection of papers on golf statistics.
The Wharton paper on Loss Aversion is very interesting. Golf pros put better for par than for birdie. A bias that cost the best players 1.2m in prize money a year.
Pros also make 99.2% of the puts of 3 feet or less, pros make less than 50% of puts longer than 8 feet.
The Wharton paper on Loss Aversion is very interesting. Golf pros put better for par than for birdie. A bias that cost the best players 1.2m in prize money a year.
Pros also make 99.2% of the puts of 3 feet or less, pros make less than 50% of puts longer than 8 feet.
Wednesday, July 27, 2011
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