foxbusiness.com appearance today

Media Appearances today

The time and segments are as follows:

Foxbusiness.com at 1 PM (eastern)

http://www.bloomberg.com/radio/ around 3 PM (eastern)

Prospective talking points:

1 - Overly optimistic earnings expectations by bottom-up analysts. A rude awakening awaits when 3Q11 earnings season gets underway. My proprietary MERI sits at -11.

2 - How the current bear market got started in an extremely rare fashion and why, for most investors, the current market rally will be so hard to sell into.

3 - My recent 10 day trip to Brazil. Impressions on the country and questions as why the US does not have a stronger presence there.

In The Media

In this interview, I bring back a point I made on a number of occasions in the past - the conflicted position of the US worker, who also happens to be the US consumer. In a globalized world, one wins (consumer) while the other loses (worker).

Philip J. Orlando, CFA

My annual interview (this being the fourth) with Federated Investors' Senior Vice President, Chief Equity Market Strategist, Senior Portfolio Manager includes the good news/bad news aspects of the current US economic and corporate profits outlook, the direction of interest rates, an appropriate multiple for stocks, the importance of education as a long term solution to stagnant US middle income wages, and how a traditional institutional investor manages the changed structure of the markets.

The length of the interview is 16 minutes 10 seconds.

To listen to this interview, click here

Note: Phil is actively involved with FECA, the Foundation for Educating Children with Autism

David Wanetick

With earnings season just around the corner, my conversation with the managing director of IncreMental Advantage provides an excellent introduction to understanding how to value intangible assets (e.g. patents), valuing emerging technologies, and identifying the most applicable methodologies to intangible asset valuations.

The length of the interview is 12 minutes 04 seconds.

To listen to this interview, click here

Vinny on thestreet.com TV

Marc Siegel

In my comprehensive interview with the FASB member of the board we began with the ever contentious issue of fair value, FAS 157, and mark-to-market, and related issues such as the loan component of bank obligations, the distinction between regulatory capital and GAAP, and dynamic provisioning. We then went on to discuss two other important topics: the progress re US and international accounting rules and the progress re evolving financial statements' look and feel.

The length of the interview is 13 minutes 30 seconds.

Vinny on NPR

Today's National Public Radio interview touched on the Fed's rate cut, the stock market's reaction, and reasons why stocks are likely headed higher over the near term.

To listen to the 3 minute 25 second NPR interview, click here

Roy Johnson

When it comes to understanding the drivers of corporate success, shareholder value, value based management, and value based finance are more than catchy phrases. They are analytical methodologies that enable a deeper understanding of the elements of competitive advantage.

My interview with Johnson includes economic profit (versus accounting profit), MVA (market value added), invested capital intensity, and the creators and destroyers of corporate value.

The length of the interview is 14 minutes 12 seconds.