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My Gut Feeling for 2012 – The Final Analysis


On January 3, 2012 I proposed my Gut Feeling for 2012 right here on Wall Street All-Stars. Now it is time to revisit those expectations and grade myself: The SPX will increase earnings by 8% to between $102 and $103. The SPX earnings multiple of 13.24 is one of the lowest in decades. I would […]

10 Things I Will Not Miss About 2012

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Every year since 2002 I have closed out the year with my satirical look at the world through the eyes of a professional investor poking fun at what has transpired in our global society during the year we are about to turn the page on. You can access a complete list of all prior years’ […]

The Worst-Run Company List of 2012

Ever since October 2006, I have published my list of Worst Run Companies. The list is reevaluated every year, burying those that have disappeared, excusing those that have improved and selecting new members for inclusion. Due to the unfortunate effects of Super Storm Sandy, I have delayed publishing this year’s list up until today. Here […]

My Gut Feeling For 2012


After a year that was accentuated or shall I say pockmarked with a continual flow of exogenous events such as natural disasters, sovereign debt and budgetary crises and political changes in the Arab world which resulted in a flat S&P 500 (SPX) index, we head into a fresh new year with a clean slate. 2012 […]

Cablevision Coal is Charter Gold

Just in time for Christmas Santa has delivered gold for shareholders of Charter Communications (CHTR).  Santa made a first stop last week at Cablevision (CVC) headquarters when it was announced that Tom Rutledge was abruptly leaving his role as #1 operating executive at CVC.  Rutledge is the most highly regarded executive in the cable industry, […]

Ugly at Cablevision

The abrupt and unexpected resignation of Cablevision (CVC) COO Tom Rutledge is one of the more shocking developments in recent years in the media space.  Rutledge is arguably the most highly regarded executive in the cable industry.  Until the last few quarters, CVC’s results clearly supported Rutledge’s superior management skills.  Coming on the heels of the departure […]

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