25 Cons Discretionary

March 27, 2007

"Beazer, bejeezer!, Tues., Mar. 27, 2007, 5:09 PM"

Posted by Bill Cara on March 27, 2007 05:09:41 PM
Permalink | Comments (8) | TrackBack (0) | Category: 25 Cons Discretionary

February 5, 2007

"House vacancy rate is greatest ever, Mon., Feb. 5, 2007, 10:43 AM"

Posted by Bill Cara on February 5, 2007 10:43:54 AM
Permalink | Comments (6) | TrackBack (0) | Category: 25 Cons Discretionary

January 10, 2007

"Sears Holdings is the Anti-Cara 100, Wed., Jan. 10, 2007, 4:21 PM"

Posted by Bill Cara on January 10, 2007 04:21:00 PM
Permalink | Comments (2) | TrackBack (0) | Category: 25 Cons Discretionary

December 7, 2006

"Who has it right re U.S. house-builders? Thurs., Dec. 7, 2006, 11:51 AM"

Posted by Bill Cara on December 7, 2006 11:51:38 AM
Permalink | Comments (4) | TrackBack (0) | Category: 25 Cons Discretionary

December 6, 2006

"Not everybody happy with Toll's guidance, Wed., Dec. 6, 2006, 9:38 AM"

Posted by Bill Cara on December 6, 2006 09:38:08 AM
Permalink | Comments (5) | TrackBack (0) | Category: 25 Cons Discretionary , Cara Global 100 Best Companies

December 5, 2006

"Strong 4Q06 advertising market, Tues., Dec. 5, 2006, 10:01 AM"

Posted by Bill Cara on December 5, 2006 10:01:46 AM
Permalink | Comments (0) | TrackBack (0) | Category: 25 Cons Discretionary

November 13, 2006

"Housing inventory glut discussed, Mon., Nov. 13, 2006, 7:21 PM"

Posted by Bill Cara on November 13, 2006 07:21:52 PM
Permalink | Comments (0) | TrackBack (0) | Category: 25 Cons Discretionary

November 10, 2006

"Trying to get our head around housing, Fri., Nov. 10, 2006, 2:52 PM"

Posted by Bill Cara on November 10, 2006 02:52:05 PM
Permalink | Comments (0) | TrackBack (0) | Category: 25 Cons Discretionary

November 7, 2006

"U.S. Housing market assessed, Tues., Nov. 7, 2006, 6:17 PM"

Posted by Bill Cara on November 7, 2006 06:17:20 PM
Permalink | Comments (3) | TrackBack (0) | Category: 25 Cons Discretionary

October 27, 2006

"Autonation calls Detroit to "Get real!" Fri., Oct. 27, 2006, 6:47 AM"

Posted by Bill Cara on October 27, 2006 06:47:31 AM
Permalink | Comments (4) | TrackBack (0) | Category: 25 Cons Discretionary

September 21, 2006

"Bed, bath and beyond expectations, Thurs., Sept. 21, 2006, 5:21 PM"

Posted by Bill Cara on September 21, 2006 05:21:03 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary , Cara Global 100 Best Companies

September 8, 2006

"Watching the British home-builders, Fri., Sept. 8, 2006, 7:15 AM"

Posted by Bill Cara on September 8, 2006 07:15:44 AM
Permalink | Comments (6) | TrackBack (0) | Category: 25 Cons Discretionary , Cara Today in the Market

September 5, 2006

"Unleashing the consumer, Tues., Sept. 5, 2006, 6:57 AM"

Posted by Bill Cara on September 5, 2006 06:57:08 AM
Permalink | Comments (14) | TrackBack (0) | Category: 25 Cons Discretionary

August 25, 2006

"Maybe U.S. housing is worse than ugly, Fri., Aug. 25, 2006, 10:04 AM"

Posted by Bill Cara on August 25, 2006 10:04:55 AM
Permalink | Comments (22) | TrackBack (0) | Category: 25 Cons Discretionary , Economics

August 24, 2006

"Data on New Homes looks ugly, Thurs., Aug. 24, 2006, 12:38 PM"

Posted by Bill Cara on August 24, 2006 12:38:04 PM
Permalink | Comments (20) | TrackBack (0) | Category: 25 Cons Discretionary , Economics

August 22, 2006

"A bubble-popping case study, Tues., Aug. 22, 2006, 9:11 AM"

Posted by Bill Cara on August 22, 2006 09:11:32 AM
Permalink | Comments (28) | TrackBack (0) | Category: 25 Cons Discretionary

August 10, 2006

"Target right on the mark, Thurs., Aug. 10, 2006, 12:58 PM"

Posted by Bill Cara on August 10, 2006 12:58:23 PM
Permalink | Comments (7) | TrackBack (0) | Category: 25 Cons Discretionary

"JC Penny shows how to serve them right, Thurs., Aug. 10, 2006, 12:28 PM"

Posted by Bill Cara on August 10, 2006 12:28:36 PM
Permalink | Comments (1) | TrackBack (0) | Category: 25 Cons Discretionary , Cara Global 100 Best Companies

July 26, 2006

"What really is the Amazon business model?, Wed., July 26, 2006, 8:33 AM"

Posted by Bill Cara on July 26, 2006 08:33:53 AM
Permalink | Comments (5) | TrackBack (0) | Category: 25 Cons Discretionary

July 17, 2006

"GM: like flies to manure, Mon., July 17, 2006, 7:20 AM"

Posted by Bill Cara on July 17, 2006 07:20:47 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

June 22, 2006

"Global imbalances, with the rich getting richer, Thurs., June 22, 2006, 2:20 PM"

Posted by Bill Cara on June 22, 2006 02:20:22 PM
Permalink | Comments (9) | Category: 25 Cons Discretionary

June 20, 2006

"Housing data shows slowing trend plus opportunity, Tues., 6/20/2006 8:58 AM"

Posted by Bill Cara on June 20, 2006 08:58:58 AM
Permalink | Comments (8) | TrackBack (0) | Category: 25 Cons Discretionary

June 16, 2006

"Is EBAY worth the risk?, Fri., 6/16/2006 12:18 PM"

Posted by Bill Cara on June 16, 2006 12:19:14 PM
Permalink | Comments (1) | TrackBack (0) | Category: 25 Cons Discretionary

June 7, 2006

"Are home-builders now a buy?, Wed., June 7, 2006, 9:58 AM"

Posted by Bill Cara on June 7, 2006 09:58:16 AM
Permalink | Comments (5) | TrackBack (0) | Category: 25 Cons Discretionary

May 18, 2006

"U.S. retail companies reporting, Thurs., May 18, 2006, 8:08 AM"

Posted by Bill Cara on May 18, 2006 08:08:00 AM
Permalink | Comments (17) | TrackBack (0) | Category: 25 Cons Discretionary , 30 Consumer Staples

May 16, 2006

"Carnival's leaky ship, Tues., May 16, 2006, 5:33 PM"

Posted by Bill Cara on May 16, 2006 05:33:21 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary

May 11, 2006

"Playing games that are fun, Thurs., May 11, 2006, 1:25 PM"

Posted by Bill Cara on May 11, 2006 01:25:27 PM
Permalink | Comments (1) | TrackBack (0) | Category: 25 Cons Discretionary

March 31, 2006

"Delphi in the Darkness, Thurs., Mar. 30, 2006, 3:02 PM"

Posted by Bill Cara on March 31, 2006 03:02:35 PM
Permalink | Comments (5) | TrackBack (0) | Category: 25 Cons Discretionary

March 23, 2006

"Cruiselines had a bad day, Thurs., Mar. 23, 2006, 4:16 PM"

Posted by Bill Cara on March 23, 2006 04:16:01 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary

"Home resales data to clarify housing market trend, Thurs., Mar. 23, 2006, 7:40 AM"

Posted by Bill Cara on March 23, 2006 07:40:36 AM
Permalink | Comments (11) | TrackBack (0) | Category: 25 Cons Discretionary , 40 Financials

March 10, 2006

"It's Ronald McDonald time, Fri., Mar. 10, 2006, 3:25 PM"

Posted by Bill Cara on March 10, 2006 03:25:24 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary

March 3, 2006

"Six Flags is a re-organized cash cow, Fri., Mar. 3, 2006, 3:48 PM"

Posted by Bill Cara on March 3, 2006 03:48:18 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary

January 15, 2006

"My take on GM problems, Sun., Jan. 15, 2006, 12:15 PM"

Posted by Bill Cara on January 15, 2006 12:14:32 PM
Permalink | Comments (3) | TrackBack (0) | Category: 25 Cons Discretionary

December 21, 2005

"Running out of steam?, Wed., Dec. 21, 2005, 1:46 PM"

Posted by Bill Cara on December 21, 2005 01:46:42 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary

December 20, 2005

"The problem with North American auto makers, Tues., Dec. 20, 2005, 12:12 PM"

Posted by Bill Cara on December 20, 2005 12:12:44 PM
Permalink | Comments (1) | TrackBack (0) | Category: 25 Cons Discretionary

December 8, 2005

"Cramer's emotion is weakness, not strength, Thur., Dec. 8, 2005, 8:12 AM"

Posted by Bill Cara on December 8, 2005 08:12:00 AM
Permalink | Category: 25 Cons Discretionary

December 7, 2005

"Lemons for Christmas, Wed, Dec. 7, 2005, 10:21 AM"

Posted by Bill Cara on December 7, 2005 10:21:00 AM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary

December 5, 2005

"Wal-Mart signals economic strength and weakness, Mon., Dec. 5, 2005, 7:57 AM"

Posted by Bill Cara on December 5, 2005 07:57:50 AM
Permalink | Comments (3) | TrackBack (0) | Category: 25 Cons Discretionary

November 9, 2005

"More fall-out at the home-builders, Wed., Nov. 9, 2005, 5:58 PM"

Posted by Bill Cara on November 9, 2005 05:56:55 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary

November 8, 2005

"Reviewing household appliances and tools group, Tues., Nov. 8, 2005, 1:05 PM"

Posted by Bill Cara on November 8, 2005 01:05:17 PM
Permalink | Comments (2) | TrackBack (0) | Category: 25 Cons Discretionary

"Home-builder trashing, Tues., Nov. 8, 2005, 9:49 AM"

Posted by Bill Cara on November 8, 2005 09:49:44 AM
Permalink | Comments (2) | TrackBack (0) | Category: 25 Cons Discretionary

October 17, 2005

"More reader mail on GM, Mon., Oct. 17, 2005, 5:49 PM"

Posted by Bill Cara on October 17, 2005 05:49:25 PM
Permalink | TrackBack (0) | Category: 25 Cons Discretionary , U.S. Equities

"GM up $3, but questions linger, Mon., Oct. 17, 2005, 9:31 AM"

Posted by Bill Cara on October 17, 2005 09:32:27 AM
Permalink | Category: 25 Cons Discretionary

October 4, 2005

"GM and Ford, down but not out, Tues., Oct. 4, 2005, 7:07 AM"

Posted by Bill Cara on October 4, 2005 07:06:37 AM
Permalink | Comments (2) | TrackBack (0) | Category: 25 Cons Discretionary

September 14, 2005

"Click fraud, Wed., September 14, 2005, 2:50 PM"

Posted by Bill Cara on September 14, 2005 02:50:53 PM
Permalink | Comments (1) | Category: 25 Cons Discretionary

September 6, 2005

"It's about the consumer, stupid, Tues., September 6, 2005, 7:51 AM"

Posted by Bill Cara on September 6, 2005 07:53:20 AM
Permalink | Category: 25 Cons Discretionary

August 26, 2005

"Focus on homebuilders, Fri., August 26, 2005, 8:48 AM"

Posted by Bill Cara on August 26, 2005 08:48:50 AM
Permalink | Category: 25 Cons Discretionary

August 25, 2005

"Ford, Ford Credit downgraded by Moody's, Thurs., August 25, 2005, 7:39 AM"

Posted by Bill Cara on August 25, 2005 07:39:27 AM
Permalink | Category: 25 Cons Discretionary

August 24, 2005

"Median home selling prices, Wed., August 24, 2005, 10:36 AM"

Posted by Bill Cara on August 24, 2005 10:36:31 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

August 4, 2005

"Where's the truth?, Thur., August 4, 2005, 10:31 AM"

Posted by Bill Cara on August 4, 2005 10:32:20 AM
Permalink | Category: 25 Cons Discretionary

July 20, 2005

"GM (and Ford) in trouble, Wed., July 20, 2005, 8:26 AM"

Posted by Bill Cara on July 20, 2005 08:27:06 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

July 18, 2005

"Excitement in Aisle 3, household appliances, Mon., July 18, 2005, 7:18 AM"

Posted by Bill Cara on July 18, 2005 07:19:23 AM
Permalink | Category: 25 Cons Discretionary

June 22, 2005

"Ford follow-up, Tues., June 21, 2005, 12:02 PM"

Posted by Bill Cara on June 22, 2005 12:02:48 PM
Permalink | Category: 25 Cons Discretionary

June 8, 2005

"Same old Sears, Wed., June 8, 2005, 8:30 AM"

Posted by Bill Cara on June 8, 2005 08:31:04 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

May 18, 2005

"Exiting the homebuilders, Wed., May 18, 2005, 12:48 PM"

Posted by Bill Cara on May 18, 2005 12:48:26 PM
Permalink | Category: 25 Cons Discretionary

May 17, 2005

"Cramer-Kudlow all show, no go, Tues., May 17, 2005, 6:37 PM"

Posted by Bill Cara on May 17, 2005 06:37:18 PM
Permalink | Category: 25 Cons Discretionary , Blogging World , Cara Today in the Market , U.S. Dow 30

"U.S. Housing data at 8:30am,Tues., May 17, 2005, 7:34 AM"

Posted by Bill Cara on May 17, 2005 07:34:21 AM
Permalink | Category: 25 Cons Discretionary , Cara Today in the Market

May 12, 2005

"Is WMT missing the gravy train?, Thur., May 12, 2005, 8:52 AM"

Posted by Bill Cara on May 12, 2005 08:54:42 AM
Permalink | Comments (2) | Category: 25 Cons Discretionary

"Today's itinerary, Thur., May 12, 2005, 7:11 AM"

Posted by Bill Cara on May 12, 2005 07:11:18 AM
Permalink | Category: 25 Cons Discretionary

May 5, 2005

"Will chaos rule?, Thur., May 5, 2005, 10:05 PM"

Posted by Bill Cara on May 5, 2005 10:06:26 PM
Permalink | Comments (4) | Category: 25 Cons Discretionary , Cara Today in the Market , Economics

"The comedy of retail sales reporting, Thur., May 5, 2005, 7:38 AM"

Posted by Bill Cara on May 5, 2005 07:39:16 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

May 4, 2005

"Pied piper, Wed., May 4, 2005, 3:39 PM"

Posted by Bill Cara on May 4, 2005 03:40:17 PM
Permalink | Comments (1) | Category: 25 Cons Discretionary , Cara Today in the Market

"Follow up on XLY, Wed., May 4, 2005, 8:36 AM"

Posted by Bill Cara on May 4, 2005 08:37:22 AM
Permalink | Category: 25 Cons Discretionary

April 26, 2005

"Rising costs hit AMZN, Tues., April 26, 2005, 6:27 PM"

Posted by Bill Cara on April 26, 2005 06:28:21 PM
Permalink | Category: 25 Cons Discretionary

April 25, 2005

"Is Ford a buy?, Mon., April 25, 2005, 11:38 AM"

Posted by Bill Cara on April 25, 2005 11:35:30 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

April 22, 2005

"Small tools and household appliances, Friday, April 22, 2005, 3:32 PM"

Posted by Bill Cara on April 22, 2005 03:32:22 PM
Permalink | Comments (1) | Category: 20 Industrials , 25 Cons Discretionary , Cara Today in the Market

"Maytag is key marker, Fri., April 22, 2005, 9:44 AM"

Posted by Bill Cara on April 22, 2005 09:44:45 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

April 12, 2005

"Martha Staying Home, Tues., April 12, 2005, 9:23 AM"

Posted by Bill Cara on April 12, 2005 09:23:55 AM
Permalink | Category: 25 Cons Discretionary

"Trade Debacle!, Tues., April 12, 2005, 8:31 AM"

Posted by Bill Cara on April 12, 2005 08:27:20 AM
Permalink | Comments (1) | Category: 25 Cons Discretionary

"Time Warner Hype, Tues., April 12, 2005, 7:59 AM"

Posted by Bill Cara on April 12, 2005 08:00:11 AM
Permalink | Category: 25 Cons Discretionary

April 1, 2005

"U.S. Retail Sales in trouble, April 1, 2005 11:00 AM"

Posted by Bill Cara on April 1, 2005 11:03:40 AM
Permalink | Category: 25 Cons Discretionary

March 24, 2005

"Holy Housing? #2 Thur., March 24, 2005, 11:25 AM"

Posted by Bill Cara on March 24, 2005 11:27:30 AM
Permalink | Category: 25 Cons Discretionary , Cara Today in the Market , Economics

"GM Restructuring, Thur., March 24, 2005, 8:40 AM"

Posted by Bill Cara on March 24, 2005 08:30:33 AM
Permalink | Category: 25 Cons Discretionary , U.S. Dow 30 , U.S. Equities

March 22, 2005

"Trading GM, Tues., March 22, 2005, 8:27 AM"

Posted by Bill Cara on March 22, 2005 08:24:01 AM
Permalink | Category: 25 Cons Discretionary , U.S. Dow 30

"GM under the lights, Tues., March 22, 2005, 7:18 AM"

Posted by Bill Cara on March 22, 2005 07:01:29 AM
Permalink | Category: 25 Cons Discretionary , U.S. Dow 30

March 21, 2005

"USD waffles, Mon., March 21, 2005, 5:20 PM"

Posted by Bill Cara on March 21, 2005 05:19:23 PM
Permalink | Category: 25 Cons Discretionary , Cara Today in the Market , Forex , Gold

March 18, 2005

"What's Up with GM? March 18, 2005"

Posted by Bill Cara on March 18, 2005 12:59:58 PM
Permalink | Comments (1) | Category: 25 Cons Discretionary , U.S. Dow 30

February 22, 2005

"Homebuilders fall, Golds jump Tuesday, Feb 22, 2005"

Posted by Bill Cara on February 22, 2005 06:34:50 PM
Permalink | Category: 25 Cons Discretionary , Goldminer Producers

February 9, 2005

"EK Follow-up Wednesday, Feb 9, 2005 2:11:33 PM"

Posted by Bill Cara on February 9, 2005 01:58:06 PM
Permalink | Comments (1) | Category: 25 Cons Discretionary

February 8, 2005

"Selling Kodak Tuesday, February 8, 2005 11:04:37 AM"

Posted by Bill Cara on February 8, 2005 11:06:12 AM
Permalink | Category: 25 Cons Discretionary

"Buying Intrawest Tuesday, February 8, 2005 8:47:27 AM"

Posted by Bill Cara on February 8, 2005 08:48:25 AM
Permalink | Category: 25 Cons Discretionary , 40 Financials , Canada

February 1, 2005

"GICS 25: The New Kodak Tuesday, February 1, 2005 07:56:19"

Posted by Bill Cara on February 1, 2005 07:39:17 AM
Permalink | Category: 25 Cons Discretionary

January 11, 2005

"GICS 25: Cons Cyclicals Tuesday, January 11, 2005 08:56:03"

Posted by Bill Cara on January 11, 2005 08:54:14 AM
Permalink | Category: 25 Cons Discretionary , U.S. Equities