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I'm a bit perplexed when reading some articles surrounding my investments. While I tend to hold a basket of stocks which some may consider lacking in variety, I do read every bit of information I can on each and every one of them. My largest holding, and currently my only holding is Sirius XM (SIRI) and it certainly has not been immune from some of the confusion which has permeated opinions on the company over the years.I find my investment choice in Sirius XM to be a simple story of good company performance and growth, as evidenced by its earnings reports. Some of the most recent data can be seen within the slideshow presented at the 2013 shareholder meeting. Couple this with a dominant position in new car dashboards, an exclusive delivery system by satellite, and the flexibility to incorporate itself into the connected car as it becomes

A Yahoo! (YHOO) turnaround may really be happening, as I suggested in my first of several bullish articles on the company on Feb. 28 of this year, titled Yahoo Stock Is Too Cheap: Could Marissa Mayer be to Yahoo! what the second coming of Steve Jobs was to Apple (AAPL)? Or what Michael Eisner was to Disney (DIS)? Or Lou Gerstner to IBM?... In the big picture, Yahoo! competes in very large and expanding markets. Just as Messrs. Jobs, Eisner and Gerstner took Apple, Disney and IBM from has-beens to leadership again in their fields, the latest CEO, Marissa Mayer, likely has carte blanche to direct, redirect and prune Yahoo's operations. With the "new" Yahoo!, I feel as though I'm seeing the intro to a movie with a happy ending that I have seen a few times in 34 years of investing. In the late 1980s, a business

Chemed Corporation (CHE) 2013 UBS Global Healthcare Conference Call May 21, 12:30 PM ET Executives Kevin McNamara – President and CEO David Williams – EVP and CFO Analysts A.J. Rice – UBS Presentation A.J. Rice – UBS Right. I think we’re going to go ahead and get started. I am A.J. Rice, the healthcare services analyst at UBS. And we’re very happy to have Chemed with us today, Kevin McNamara, the CEO; and David Williams, EVP and Chief Financial Officer. We’re looking forward to hearing about the Chemed story. And with that let me pass it on to Kevin. Kevin McNamara Thank you. Let me just say that, I always take a few minutes in these presentations to talk about the history of Chemed, if only to explain how we put together a healthcare company with Roto-Rooter, a hospice with Roto-Rooter. It wasn’t a grand plan. Chemed has been a

Another day of no economic data left the markets looking for cues. The Nikkei closed with a fractional gain of 0.13%, and the EURO STOXX 50 slipped a fractional 0.10%. So Tuesday's focus was on couple of the more dovish Fed presidents, Bullard and Dudley. For an interesting visual of the Fed Presidents on the Dove-Hawk scale, see this graphic from Thomson Reuters. Bullard's presentation is available here. Dudley's speech is available here. But of course it's Bernanke's testimony to Congress today that will be the main event for Fed watchers. The S&P 500 traded in in a 0.74% range from an intraday low of -0.21% yesterday

Ryland Group, Inc. (RYL) JP Morgan Homebuilding and Building Products Call May 21, 2013 8:00 am ET Executives Larry T. Nicholson – President, Chief Executive Officer & Director Unidentified Host – JP Morgan Analyst Unidentified Analyst Participant Presentation Larry T. Nicholson It’s great to be here. Obviously, a lot of good things going on in the industry today. It’s tough to find any negatives really. I’d like to take a couple of minutes just to talk about what we’re going to talk about today so when I cruise through slides a little bit quick because we don’t have a lot of time and I know there’s a lot of questions. But, as Mike said, the industry is obviously, in recovery mode. Everything is moving in a positive direction. As we said previously, all markets are now functioning and on recovery which is a great thing to see. So, what we’re

Six reasons why the iPhone will soon have processors built by Intel. Apple (AAPL) needs to have the best technology to continue to provide cutting edge products and to be able to charge the premium they have charged in the past. Intel (INTC) needs to put their processors in smartphones. The smartphone market is growing rapidly. Intel will make more money by building the iPhone processor than not. Intel will soon have excess capacity in their fabs (semiconductor chip factories). Apple will pay less per processor buying from Intel, compared to their current supplier Samsung (SSNLF.PK), or their other alternative TSMC (TSM). Apple and Intel would both find strategic advantages in such a deal. Despite the widespread belief that Intel is a microprocessor company, their distinguishing characteristic is that they are a leader in the manufacturing of integrated circuits. Intel's microprocessor design division is really just a way to ensure

Gentex Corporation (GNTX) May 21, 2013 6:00 pm ET Executives Mark Newton - Senior Vice President and Director Fred T. Bauer - Founder, Executive Chairman and Chief Executive Officer Connie Hamblin - Vice President of Investor Relations & Corporate Communications and Secretary Analysts John Murphy - BofA Merrill Lynch, Research Division Adam Brooks - Sidoti & Company, LLC Jason A. Rodgers - Great Lakes Review Presentation Operator Good evening, ladies and gentlemen, and welcome to today's Gentex Corporation Conference Call. As a reminder, today's call is being recorded. I would now like to turn the meeting over to Mr. Mark Newton, Senior Vice President. Please go ahead, Mr. Newton. Mark Newton Thank you very much. Thank you for joining us today on this call, which is to address our recent press release this afternoon, announcing an officer change. I'm joined today by Fred Bauer, our Chairman and Chief Executive Officer;

AbbVie (NYSE: ABBV) surprised the market this quarter, the first after it began trading in January this year and posted a net income of nearly $1 billion - $968 million to be exact -3% more than what analysts had forecast. The results were even more surprising as at the time it was separated, it was generally believed that Abbott's (NYSE: ABT) old pharmaceutical business, now AbbVie, would be a slow growing company considering forthcoming patent expirations - roughly $1 billion in 2013. The biggest hit was expected in 2016 when the patent on its blockbuster rheumatoid arthritis drug, Humira, expired.However, things have turned out much differently - the stock has gained more than 33% since it started trading on January 2, 2013, which is not only more than most of the other companies in the industry but also more than the broader market. Abbott, on

GigaMedia Limited (GIGM) Q1 2013 Earnings Call May 22, 2013 8:00 PM ET Executives Brad Miller – Director, IR Collin Hwang – CEO Dirk Chen – CFO Presentation Operator Ladies and gentlemen, thank you for standing by and welcome to the First Quarter 2013 GigaMedia Limited Earnings Conference Call. At this time, all participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. (Operator Instructions). I must advice you that this conference is being recorded today, Wednesday the 22nd May 2013. I would now like to hand the conference over to your speaker today, IR Director, Mr. Brad Miller. Thank you, sir. Please go ahead. Brad Miller Thank you. This is Brad Miller, Investor Relations Director of GigaMedia. Welcome to our conference call to discuss GigaMedia’s first quarter 2013 financial results. Joining me today are, Dirk Chen, our CFO, and on a separate line

Note from dshort: I've updated the accompanying charts with the latest Consumer Price Index data from the Bureau of Labor Statistics. The annualized rate of change is calculated to two decimal places for more precision in the side-by-side comparison with the PCE Price Index. The BLS's Consumer Price Index for April, released last week, shows core inflation below the Federal Reserve's 2% long-term target range at 1.72%. Core PCE, at the end of last month, is significantly lower at 1.13%. The Fed is on record as preferring Core PCE as its inflation gauge. The inflation rate over the longer run is primarily determined by monetary policy, and hence the Committee has the ability to specify a longer-run goal for inflation. The Committee judges that inflation at the rate of 2 percent, as measured by the annual change in the price index for personal consumption expenditures, is most