Donald L. Luskin

Stock Options Expense: One Step Ahead of the Law
Tuesday, July 16, 2002
Donald L. Luskin
Coca Cola and Washington Post may be making a virtue of necessity by volunteering to expense options -- but they're an example of how free markets can enforce corporate accountability.
Triple Witching Hour for the Stock Options Tax-Hike
Monday, July 15, 2002
Donald L. Luskin
In the super-charged anti-business atmosphere of Washington, the dreaded Levin-McCain stock options bill -- S.1940 -- is at-the-money.
A Techless Recovery?
Wednesday, July 10, 2002
Donald L. Luskin and David Gitlitz
In tech, recovery is elusive and stocks are still rich. The Old Economy is now the engine of recovery -- and it's cheap.
The End of the World[Com]
Wednesday, June 26, 2002
Donald L. Luskin
The latest accounting bombshell will have investors wondering "what is reality?" It could create a great buying opportunity.
Options: Perception and Reality
Tuesday, June 25, 2002
Donald L. Luskin
Options induce management to dedicate much effort and time to managing perceptions rather than the company.
Excuses, Excuses
Tuesday, June 25, 2002
Donald L. Luskin
The "don't fight the Fed" and "super-V superbull" crowds are capitulating -- and that's an opportunity for the rest of us.
Earth to Techstocks: "Your 15 Minutes Are Up"
Wednesday, June 19, 2002
Donald L. Luskin
Oracle beats, but the tech sector will still get beat up. The focus of economic recovery is elsewhere.
Normal Valuation: Where Do We Go from Here?
Tuesday, June 11, 2002
Donald L. Luskin
The overall market is normally valued for the first time in 5-1/2 years and earnings recovery is at hand -- what are the risks?
Intel: No News is Big News
Friday, June 7, 2002
Donald L. Luskin
Intel's blockbuster guidance revision shouldn't have been a surprise -- but it may signal the beginning of the end for whacky techstock valuations.
Return to Normalcy?
Tuesday, June 4, 2002
Donald L. Luskin
The equity market has finally returned to a normal level of earnings-based valuation... but what's normal? And will the earnings be there?

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