Category Archives: Uncategorized

Guidance Raised: A Sign Optical Is Coming Back JDS Uniphase (JDSU) raised its revenue guidance last night. The company had seen Q2 revenue of $332M-$352M and now sees revenue at $360M-$365M; consensus is for $343.29M. The company cited strong performance … Continue reading →

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Numbers Beat Expectation, But Are They Strong Enough To Drive Stock Higher? Apple (AAPL) reported very solid numbers last night. Revenue hit $7.1 billion, up from $5.7 billion last year, or a 24% increase. Apple beat the consensus estimate of … Continue reading →

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Consumer Vs. Business Consumer Has Been Driving Technology This Decade: Is It Time For A Change? Intel, last night in its conference call, said that the consumer will be driving the first ramp in demand for Microsoft’s Vista operating system. … Continue reading →

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Compelling Argument To Go Long Cotton Art Samberg, of Pequot Capital fame, provided a compelling argument to go long cotton in this weekend’s Barron’s investor round table. For you commodity traders out there, Samberg said go long the December ’07 … Continue reading →

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To Go Long Or To Go Short Bill Miller, the famed-Legg Mason fund manager, was on television last week saying he is long housing stocks. In Barron’s Up & Down column, Doug Kass of Seabreeze Partners was cited as being … Continue reading →

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Stock Outstanding Shrinks By 3% In 2006, between private equity and share repurchases by US corporations, the amount of stock outstanding declined by a good chunk in 2006. In a newsletter released this morning by investment strategist and portfolio Don … Continue reading →

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Mr. Bernanke: Have Some Guts, Stop Raising Rates Fed Chairman Bernanke’s handling of the press has been anything but stellar since taking office. Hopefully he does a better job at handling the economy. He started off by confiding in the … Continue reading →

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As the market corrects and consolidates, do not forget about adding some Yahoo! to your portfolio. The stocks is down big and has not moved despite a positive article written in Barron’s a few weeks ago. It might even be … Continue reading →

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Revlon warned it was going to miss its operating margin goals on Friday which led to the stock getting hit pretty hard. Of the six years of writing my newsletter, this is the first time one of the newsletter ideas … Continue reading →

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There was a very good article today on gigaOm.com by Robert Young titled “Back To The Future…For Broadcast TV. “ Young writes about the disruptive force that cable TV was for the big broadcast networks which is now repeating itself … Continue reading →

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