Posts tagged as:

infrastructure

Another Case For A Coming Turnaround – Toromont Earnings Up

February 9, 2009

in earnings, infrastructure, market timing

Industrial equipment supplier Toromont’s earnings actually GREW this past quarter.  Earnings were up 25% for the months of October, November and December 2008 – right on through the huge meltdown.  How is that possible?  It seems like this helps build the case for an infrastructure-led turnaround, even though Boeing just laid off a bunch of [...]

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Betting on Infrastructure? Boeing Just Cut 10,000 Jobs

January 28, 2009 · 1 comment

in Obama Effect, infrastructure, layoffs

Those people betting on seeing the Obama Effect in infrastructure should tell me what they think of Boeing’s latest job cut announcement (read it here).  Or is this a sign that the infrastructure pre-bubble has popped?  Either way, it’s pretty sad and scary.  Canada also just announced that the recession is going to be deeper [...]

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Revenge of the Gold-Bugs?

January 10, 2009 · 2 comments

in Obama, Peter Schiff, debt, deficits

Well, I think Peter Schiff’s reputation is on a tear.  He’s got two new books coming out.  His latest book got a thumbs-up recommendation from Jim Rogers.  He’s getting 2-3 speaking requests per day from around the world.
I used to read Schiff and the Doom and Gloom crowd quite a bit before the last year [...]

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