BeanScreen LinkHouse – Week in Review (August 13-17, 2012)

• Posted by Danny
• on August 17th, 2012

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

$CF CEO cashes in a cool $15.7 mil as it hits all time highs. Can you blame him? – WallStCS

$NTES missed our Estimize badly as Q2 earnings came in very light – AP

$AAPL 648.11

$QCOR somebody just got a letter…and it wasn’t very nice – Y! Finance

$PCLN the Shat is back! And that is good – CNNMoney

$LULU get off my pants! Court time for CK and G-III- Reuters

$CEO many think Nexen deal will pass as CNOOC takes a savvy approach – MarketWatch

$RGR is the party really over for the gunslingers? (I doubt it.) – MarketWatch

$SYNT named as a global leader in outsourcing services. Is that a good thing? – Y! Finance

$INTC Warren B. cashes out his 7.7mil shares. Bad move IMO, but what do I know? – KCBJ

$TRLG slapped a $21.50 stop on 1/2 our pos as fundies in decline. Last purchase was 2yrs ago

$EZPW a nice clean look at the last 4 Q’s income data. Has softened a bit – Y! Finance

$BKE missed Q2 estimates by a tad as sales were up just 1%. We currently have a stop at $40.

$CHL got slammed after 1st half 2012 results saw income rise just 1.5% – MarketWatch

$BRLI on a tear the last few months as it continues to cruise under the radar.

$MYGN won a big decision in its cancer-related gene patent case. SCOTUS next? – NY Times

$QCOM margins should eventually recover as it’s all about the “long term evolution” – Barron’s

$JOY slated to release Q3 before bell on 8/29. Here’s our Estimize.

$WDC how the Hitachi acquisition helped crank up the revs. Less competition = good – IBD

$AZN teams up with Regulus Therapeutics on microRNA research – FlyOnTheWall

$JCOM last 4 Q’s income statement. Lookin’ sharp! – Y! Finance

$MNST back from the dead after doubling its share buyback program – Monster Beverage

$AHGP coal is back in black! Latest income statement.

 

 disclosure:  we currently own shares in CF, NTES, AAPL, QCOR, PCLN, LULU, CEO, INTC, TRLG, EZPW, BKE, CHL, QCOM, AZN

 

 

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.

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