BeanScreen LinkHouse – Week in Review (April 30 – May 5, 2012)

• Posted by Danny
• on May 5th, 2012

A run down of the latest news and notes from our crème de la crème this past week.

 

$RES claims the top spot in May as the fundies continue to impress…but no love from the market.

$HITK approaching our “add to” range after this week’s sell-off. Small generic druggy so be careful.

$EZPW hovering near 52 week lows, but we’re still riding the pawn shop bandwagon to glory.

$AAPL you give permission to have your location tracked? Do u care? Didn’t think so – AllThingsD

$TNH just barely eked out YoY gains on top and bottom lines for Q1. Market no like – Y! Finance

$CF sold off hard after reporting an excellent Q1, but can the good times last? – Bloomberg

$NTES held its own during last week’s broad sell-off. Earnings on tap 5/16 for the Chiner gamer.

$CEO looks like $COP is gonna pick up a big chunk of the tab on that spill in Bohai Bay – Forbes

$BRLI investing in some new medical research and technology to help the ladies – BusinessWire

$SYNT flying up the BeanScreen ranks after its recent blowout Q. Time to get long?

$INTC “where we are part of the device.” Sounds like cloud talk, but it’s inevitable – CNNMoney

$LULU not just just a trendy shop for yogis, it’s a clothing innovator (and odor conqueror) – IBD

$CHL with a billion people plugged into the matrix, the future looks bright – Forbes

$QCOR a quick look at recent quarterly income data. Hard not to like – Y! Finance

$GRMN cranked out a strong Q as revs were up across the board. $TRLG did well too – WSB

$MED reports Q1 this Wed 5/8.  Keep the Einhorn away!

$RGR absolutely killed estimates as sales shot up nearly 50% YoY in Q1 – Reuters

$BKE April sales bring May pain. Beat estimates but not by enough. Tough week – AP

$PCLN cracks the WSB20 for first time. Reports on 5/9 – here’s our Estimize.

$QCOM another newcomer to the WSB20. We celebrated by starting a position on Friday.

…and as always, you can check out this month’s 2nd Twenty right here.

 

disclosure:  we currently own shares in RES, HITK, EZPW, AAPL, NTES, CEO, INTC, CHL, GRMN, TRLG, MED, BKE and QCOM

 

 

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

blog comments powered by Disqus