BeanScreen LinkHouse – Week in Review (August 20-25, 2012)

• Posted by Danny
• on August 25th, 2012

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

$CF if The Bernank is sowing the seeds for a QE3, how will it affect commods? – WSJ

$NTES showing signs of life after getting pummeled after recent Q. Fundies remain strong.

$AAPL best describes what happened to Samsung —> this.

$QCOR nice week and popped up on @gtlackey‘s RS scan…always a good sign – GTLackey

$PCLN where are you going for Labor Day? Here are the hotspots for 2012 – WSB

$LULU turning up the heat on bears, Bikram style, heading into Q2 on 9/7.

$CEO turned in a somewhat disappointing H1 as profits fell 19% and divy was cut – AP

$RGR built 1,000,000 already. On pace for a record year – Ruger.com

$SYNT made it onto the ST50 list for the 18th week in a row. Solid – StockTwits50

$ISRG I’m sure he’s very talented, but do you want Mr. Hawaiian working the controls?

$INTC tough week for one of our largest holdings, but at least they’re in the MegaFon now.

$TRLG keeping stop on 1/2 our remaining pos at 21.5. Fundies ain’t what they used to be.

$EZPW recent rise in $GLD hasn’t helped them too much. Need a sustained move.

$BKE see TRLG. Luckily this stock has held up well, but we’re out if $41 hits.

$CHL rival $CHA saw profits drop 8.3% as the cost of upgrading systems grows – AP

$BRLI caught a downgrade from $UBS as it rolls into Q3 earnings next Thurs.

$MYGN here’s the cancer screen that played a role in the gene patent case – Myriad

$QCOM scooped up Israeli small cell producer DesignArt Networks – Qualcomm

$JOY can they buck the trend of lackluster guidance from the miners? Q3 sneak peak

$WDC latest income statement. Looking good!

$JCOM buys cloud voice services provider Zintel to expand Asia-Pac reach – j2Global

 

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

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