Par Pharmaceuticals to Restate Earnings
We saw you rolling your eyes when we wrote about how important it is to monitor the allowance for doubtful accounts. Well, it turns out we sometimes know what we’re talking about. Watch List company...
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Why Verizon Looks Cheap
We really love accounting arcana, because investment opportunities frequently get buried under the accounting choices that companies make and that are routinely ignored by investors. The differences...
View ArticleSpotting Accounting Chicanery
Motley Fool tells investors to Steer Clear of Accounting Shenanigans. So far, so good. However, we found their advice on how to do so a bit lacking: So what’s an investor to do? A lot, actually. For...
View ArticleWhat Finisar’s Note Exchange Means to Shareholders
Finisar’s (FNSR) announcement that it was exchanging some of its convertible notes for contingent convertible notes generated some interest in our case study on contingent converts. Given the interest,...
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Is DELL Cooking the Books?
As accounting geeks, we are always on the lookout for examples of misleading company financial reports. In particular, it is a neat find when a company has beaten earnings by a penny or two for...
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Plantronics (PLT) and Oracle (ORCL) Scratch Each Other’s Backs
We’d venture to guess that not too many people follow both small-cap headset maker Plantronics (PLT) and large-cap enterprise software vendor Oracle (ORCL.) We do, which is probably the only reason we...
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XRX: Xerox and the Spirit of Honest Debate
In response to our somewhat heated reaction to Xerox’ (XRX) earnings report, a Xerox employee submitted a comment outlining the Xerox perspective. Since the company appears to be interested in...
View ArticleADBE: Adobe’s Pride in its Headquarters Building Doesn’t Extend to the...
Design software maker Adobe Systems (ADBE) is rightly proud of its headquarters building, which it lauded last December in a press release: Adobe Systems Incorporated today announced the U.S. Green...
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KLAC: KLA-Tencor Case Study in Income Statement Adjustments for Pension...
Pension accounting rules permit certain expense items to be smoothed into income. However, the required disclosures allow investors to adjust the income statement to reflect the true underlying...
View ArticleDAL: Delta Looks Better When You Don’t Look Too Closely
This article was originally published at RealMoney on September 17, 2007. When I saw out-of-the-money calls Delta Airlines (DAL) on StockPickr’s stocks with heavy option volume my first thought was...
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