Category Archives: Uncategorized

Chipotle Mexican Grill

The McDonald’s Of 2007 What Ray Kroc was to hamburgers, Steve Ells is to Mexican food. Ells, Chipotle Mexican Grill’s (CMG) founder, has created a stock to buy and put away. This company is too early in its growth phase … Continue reading

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Getting Cheaper, But Not There Yet Coca Cola (KO) has been dead money for years. After reporting solid results yesterday, the stock may be due for a good 15% rally. Coke had a great 10-year run which ended 1998, when … Continue reading

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Newell Rubbermaid

Newell Gets Across-The-Board UpgradesNewell Rubbermaid (NYSE:NWL) held its analyst day with the investment community Tuesday. Today, Newell is getting across-the-board upgrades. We began blogging about the merits of Newell’s turnaround back in April when the stock was trading at $26, … Continue reading

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Applied Materials: Results OK; Semiconductor Equip Cycle Appears To Be BottomingApplied Materials (NASDAQ:AMAT), the semiconductor equipment powerhouse, appeared to show signs that the semiconductor equipment market is close to bottoming during its quarterly conference call. Equipment orders were guided to … Continue reading

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Venezuela

Chavez Pays Market Price For Verizon Stake Hugo Chavez, the socialist Venezuela leader, agreed on Monday to buy Verizon Communications’ (VZ) 28.5% stake in the country’s CANTV, the country’s leading telecommunications provider. Chavez offered $17.85 per CANTV ADR versus the … Continue reading

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Wireless Software

A War In The Wireless Software Business Is About To Begin Today, Nokia (NOK) and Vodafone (VOD) announced their collaboration on the development of S60 software on Symbian OS, with the release of the first Vodafone specific software package to … Continue reading

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IP Phone

Looking To Invest In IP Voice: Stay Away From Vonage, Look At eBay Vonage’s (VG) woes continue as detailed in Barron’s Follow-Up column this weekend. The stock is currently trading at $5 per share down from its $17 offering price. … Continue reading

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Optical Stocks

Optical IPOs Are Slowly Coming Back Opnext (OPXT), a maker of laser diodes, optical modules and pluggable modules, is expected to go public this week. Opnext is the second optical component company to come public in the last four months. … Continue reading

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Level 3 Communications

Buying Opportunity After Cisco’s (CSCO) outstanding results, we blogged that another way to play the huge growth in IP traffic was through pure IP service providers such as Level 3 (LVLT), Global Crossing (GLBC) and Time Warner Telecom (TWTC). That … Continue reading

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Merrill Lynch

Mortgage Market News & Insider Selling Most Likely Connected Merrill Lynch’s (MER) top executives have been selling a lot of stock, according to Barron’s Online. So far this month, the top three execs have grossed $29.7 million. Supposedly, this is … Continue reading

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