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Monday, April 30, 2012

Spanish Woman Claims Ownership of Sun :)

Spanish Woman Claims Ownership of Sun

MDAS Buy On Change In Receivables Before Earnings - SAC Capital Loading Up

MDAS Buy On Change In Receivables Before Earnings - SAC Capital Loading Up

DPZ Conference Call

DPZ Conference Call

Saturday, April 28, 2012

100 Best Small Publicly Traded Companies in America

100 Best Small Publicly Traded Companies in America

S&P Capital IQ  provided us with corporate information, financial data and rankings based on a series of metrics. We started with a universe of 1,200 publicly traded, small companies, which we defined as having between $5 million and $1 billion in revenue over the last 12 months. To narrow this group down, we required that sales growth, earnings per share growth and return on equity to be greater than zero for both the latest 12 months and over the companies’ last five fiscal years. We also excluded companies whose stock price is lower than $5.This brought the size of the list to 164

Friday, April 27, 2012

Interesting LNG News bodes well for LNG Contracts In Japan

Interesting LNG News bodes well for LNG Contracts In Japan

Top Small Caps On Deck Next Week, RGR Tops List From IBD (Investors Business Daily)

Top Small Caps On Deck Next Week, RGR Makes List From IBD

Sturm Ruger (RGR)
The gun maker with a 99 Composite Rating reports after the close Tuesday. Analysts expect earnings per share to surge 62% to 68 cents. Revenue is forecasted to climb 34.8% to $101.70 million.
Ruger, No. 2 on the IBD 50 list, is operating at capacity as customers boost orders now, out of worry that tougher gun control laws could be coming.
Shares edged up Thursday to 54.63.
-----------------------------------
Sourcefire (FIRE)
The network security hardware and software provider reports after the market closes Monday. Analysts are looking for EPS to double to 8 cents, while revenue climbs 35% to $41.65 million.
Sourcefire, which owns a best-possible 99 Composite Rating, is benefiting from increased spending on tools to keep medical records, credit cards and other key data safe from increasingly sophisticated attacks.
Shares rose 2% Thursday to 49.61.
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Liquidity Services (LQDT)
The final small-fry on deck to report is Liquidity Services, a sort of online flea market for government and corporations to buy and offload surplus goods.
The company has climbed to No. 1 on the IBD 50 list, as companies try to cut purchasing costs, and governments look to make a buck unloading unneeded ambulances or dental office equipment.
Shares climbed more than 2% Thursday to 54.45.

Apple's Semiconductor Food Chain Benefits From Surging Profits

Apple's Semiconductor Food Chain Benefits From Surging Profits

"The whole apple semiconductor food chain likely benefits," said RBC Capital analyst Doug Freedman.

Bullish for AN - Edmunds Forecasts 14.4 Million Auto Sales - From 12.6 million prior

Bullish for AN - Edmunds Forecasts 14.4 Million Auto Sales - From 12.6 million prior

Tuesday, April 24, 2012

“Buy when there’s blood in the streets” (Baron Rothschild in 1871)

“Buy when there’s blood in the streets” (Baron Rothschild in 1871)
"Buy low, sell high” is the mantra of making money on Wall Street, but when is it low enough to buy? According to one Wall Street proverb, the time to buy is when there is “blood in the streets.” The proverb has been attributed to financier Bernard Baruch and to industrialist John D. Rockefeller, Sr., but it’s most frequently attributed to Baron Rothschild. 

During the Panic of 1871 in Paris, when everyone was selling, Baron Rothschild (according to the story) was buying. The Rothschild account is described in print in 1894, 1907, 1917 and 1931. 

Baidu.com (BIDU): The whisper number is $0.87

Baidu.com (BIDU): The whisper number is $0.87, three cents ahead of the analysts estimate. BIDU has a 76% positive surprise history (having topped the whisper in 16 of the 21 earnings reports for which we have data). The average price movement (starting at next market open) within ten trading days of these twenty-one earnings reports is -3.5%. The strongest price movement of -7.7% comes within twenty trading days when the company reports earnings that beat the whisper number, and -6.1% within twenty trading days when the company reports earnings that miss the whisper number (negative reactor). Last quarter the company reported earnings three cents short of the whisper number. Following that report the stock realized a 5.5% loss in five trading days. 

On the plus side, BIDU has recorded an earnings-driven after-hours gain in 18 of the 26 quarters tracked in our database.

On the plus side, BIDU has recorded an earnings-driven after-hours gain in 18 of the 26 quarters tracked in our database. In eight of those quarters, or 44% of the time, the stock has moved further into the green in the follow-on regular session.

BIDU Cheap Pre-Earnings

BIDU Cheap Pre Earnings

S&P Boosts Car Dealer Ratings - Very Bullish Before Earnings Tomorrow

S&P Boosts = Ratings - Very Bullish for AN Before Earnings Tomorrow

Monday, April 23, 2012

False Rumors of BIDU Leak From Feb 2012 being repeated April 2012 pre-earnings

False Rumors of BIDU Leak From Feb 2012 being repeated April 2012 pre-earnings

Yes we know you are trying to make $$$ from shorting BIDU but it won't work on great earnings repeated!

Hanes vs VFC vs Cotton ETF

Hanes vs VFC vs Cotton ETF

Barometer from Hanes Results for VFC Great Quarter On Friday

Barometer from Hanes Results for VFC Great Quarter On Friday

Apple (AAPL) Will Likely Beat Q2 EPS Views, But Miss the Whisper Number

Besides the apparent "huge" beats versus the company’s internal guidance, looking deeper at the numbers reveals two things: Apple has become less conservative with its guidance since Cook took over and Jobs passed. After being normally well below the Street with its guidance, Apple actually guided above the initial Street consensus during the past two quarters. This may be a Cook thing. The new exec may feel like the sandbagging should end as expectations for the company often get so lofty. Whatever the reason, it is important. When analysts become too optimistic, there is a chance for a miss. A sharp move higher in the Street consensus over the fourth quarter can easily be seen -- a trend which likely resulted in the Apple miss. Although the consensus started 17 percent above the company's guidance, estimates moved up 13 percent during the quarter to about 32 percent above the internal guidance. This changed in the first quarter, however. The consensus started 4 percent below Apple's guidance and moved up 12 percent during the quarter to just 8 percent above the company’s guidance, consequently resulting in a huge beat. For the second quarter, the consensus started 2 percent below the guidance and moved up 20 percent during the quarter to about 17 percent above the company's guidance. So what does this mean?

"Nothing is ever wrong. We learn from every step we take. Whatever you did today was the way it was meant to be. Be proud of you" -unattributed

"Nothing is ever wrong. We learn from every step we take. Whatever you did today was the way it was meant to be. Be proud of you" -unattributed

ETH - Still more downside not cooked in?

Ethan Allen (ETH) -3.6% premarket after forecasting FQ3 adjusted EPS of $0.13-$0.14, vs. analyst consensus $0.19, due to expenses related to revamping its product line that hurt profit by $0.04-$0.05. By the end of the fiscal year, the furniture maker says ~60% of its products will be new. ETH raises its quarterly dividend to $0.09 from $0.07

Still more downside not cooked in?

Saturday, April 21, 2012

Rubber Price Chart For Analyzing VFC Sneaker/Shoe Aspect

Rubber Price Chart For Analyzing VFC Sneaker/Shoe Aspect

Chart Between VFC & Cotton Prices (2 year comparison)

Chart Between VFC & Cotton Prices (2 year comparison)

Ruger (RGR) Should Buy Glock In 2012

Ruger (RGR) Should Buy Glock With RGR Stock Creating A Win-Win For All Investors in Both Firms

Glock sells very high profit margin items, much higher by multiple levels compared to average of RGR's items.

The business is family owned and has been a best-seller to law enforcement and militarizes all over the world for decades.

It makes sense for a merger or buyout of Glock since their founder is no longer as actively involved and the family can cash out by selling.

Shareholders at the RGR May Annual Meeting should propose this idea.

We could see a substantial new source of revenues and profits with this type of deal adding lots on to higher profit margins.

Neal Patterson (Founder of Cerner): Obamacare Likely Stays Mostly As It Is (Forbes Article)

Neal Patterson (Founder of Cerner): Obamacare Likely Stays Mostly As It Is (Forbes Article)

Thursday, April 19, 2012

Earnings Calendar 3rd week 2012

Earnings Calendar 3rd week 2012

Listen to MSFT Conference Call at 5:30 EST, After nice earnings Beat!

Listen to MSFT Conference Call at 5:30 EST, After nice earnings Beat!

Apple Way Down As Verizon Says iPhone Activations Vastly Lower

Apple Way Down As Verizon Says iPhone Activations Vastly Lower

Domino's: An Apple Ripe For The Picking

Domino's: An Apple Ripe For The Picking
"There are three reasons Domino's stock has plenty of upside from the present level. The first is stronger restaurant growth than expected via Yum Brands' (YUM ) first quarter 2012 earnings report. Another indicator that Domino's stock will be heading higher is an investment by Guggenheim Partners in Domino's asset-backed securities (ABSs). The third reason is three common technical indicators: SMAs, RSI, and Bollinger Bands (BBs)."

Wednesday, April 18, 2012

Bank of Japan Commits To Further Easing - When Will Fed Follow?

Bank of Japan Commits To Further Easing - When Will Fed Follow?

Conan Visits Microsoft for Halo 4

Conan Visits Microsoft for Halo 4

Bullish on MSFT: Which reasons are making it a buy?

Bullish on MSFT: Which reasons are making it a buy?

LNG exports: A release valve for U.S natural gas (Great overview from top paper in Canada)

LNG exports: A release valve for U.S natural gas

“You have to have self-confidence to be out there alone when most people say you are wrong,” - LNG Bullish

“You have to have self-confidence to be out there alone when most people say you are wrong,” - LNG Bullish

Bullish for LNG: Japan Will Slurp All this Nat Gas

Bullish for LNG: Japan Will Slurp All this Nat Gas

Aubrey has some wells to sell you?

Aubrey has some wells to sell you?

This sounds potentially to be a criminal fraud.

Stick with Quality Says Big Fund Manager

Stick with Quality Says Big Fund Manager

New York Weird NYC No Pants Subway Ride beauty hot girls

New York Weird NYC No Pants Subway Ride beauty hot girls

Sunday, April 15, 2012

Only In Brooklyn (PIC)?

Only In Brooklyn (PIC)?

Don’t work. Be hated. Love someone.

Don’t work. Be hated. Love someone.
"This witty yet piercing commencement speech  is one of my favorite reads. It resonated deeply with me as I am about to graduate from college. I'd like to share it with you guys as I hope that not only new grads, but everyone else can benefit from it, too.
—–
Written by Adrian Tan, author of The Teenage Textbook (1988), was the guest-of-honour at a recent NTU convocation ceremony. This was his speech to the graduating class of 2008."

Thursday, April 5, 2012

S&P REITERATES SELL OPINION ON SHARES OF CARMAX


(S&P Capital IQ)
Feb-Q EPS of $0.41, vs. $0.39, is above our $0.39 forecast, as finance income and SG&A expenses were better than we projected. Although accounting reclassification reduced EPS for FY 12 (Feb.) and FY 11 by $0.02 each year, we raise our EPS estimate by $0.04 to $1.96 for FY 13, on our revised revenue and margin outlooks. New store openings and land acquisition should use more cash in FY 13 than FY 12. We raise our target price by $1 to $28, or 14.3X our FY 13 EPS estimate on historical and peer P/E analysis, but believe the shares remain overvalued at current levels.