A reader sent me some small water infrastructure stocks (read: Obama thesis) that are absolutely flying earlier in the week, so I am preparing a piece on those. It's all about thesis in 2009 since th...

Flowserve Corp. (FLS) Q3 FY08 Earnings Call

Despite owning very few names, I continue to keep up with many companies monitoring their results, cash levels, commentary on order flow and if the "death of the entire globe" story is a bit overdone....

We think those bullish points should be tempered by global growth slowing down and FLS shares trading at a reasonable valuation. This part was added on experimental basis to see the effect. This part...

Flowserve (FLS) is one of my favorite names but increasingly it is apparent that it might as well be called Flowserve Natural Gas or Flowserve Fertilizer. As we keep saying, to the hedge funds this i...