BeanScreen LinkHouse – Week in Review (August 6-11, 2012)

• Posted by Danny
• on August 11th, 2012

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

$CF cheap natty helped the ferty crank out a record Q2…and 2013 is looking good – Y! Finance

$NTES the Chinese gamer reports Q2 this Wed.  Here’s a sneak peek – Wall St Cheat Sheet

$AAPL to me the deal was too good to pass up, but Samsung did…and gets sued – CNNMoney

$RES nice glance at their recent income statement. Not much to complain about – Y! Finance

$QCOR found its legs this week after a rough ending to July. Strong buy here in our view.

$PCLN got the shat kicked out of ‘em despite a great Q2, but it’s all about the guidance – CNBC

$LULU what happens when demand is outstripping supply? – Canada.com

$CEO tries to play nice as the political debate heats up over the Nexen deal – Barron’s

$RGR had a good week. @Falcontrader nailed the cup ‘n handle on Monday.

$SYNT quietly bringing home the goods for investors quarter by quarter. A ST50 fave too.

$ISRG a nice refresher on their recent Q2 earnings. This company is badass, but… – Zacks

$INTC hard time for ex-worker after lifting design secrets. No wonder $AMD’s still around! – AP

$TRLG hate to admit, but FA not as strong after recent Q2.  Latest income statement shows why.

$EZPW struggling to find bottom after last month’s earnings miss. FA has tailed off, but still good.

$HITK has done well since earnings a month ago. We cashed in some recently at $33

$BKE reports Q2 Thur before bell. Here’s our Estimize. (holding from mid $20′s with stop at $37)

$TEO the Argentinian tele has perked up since recent earnings, but don’t feel comfy owning ‘em.

$CHL keeps bumping up against 52 wk highs as its networking empire grows – FlyOnTheWall

$BRLI on the up and up over the last month heading into Q3 on 8/20 (I think).

$MYGN the molecular diagnostics company reports Q4 on Tuesday. Our Estimize.

$QCOM courting $AMD?  Please God no – MarketWatch

$TNH as CF goes, so does Terra. Great looking quarterly and annual income statement here.

$JOY looks like the bottom may be in as it rolls into 8/29 earnings. Looking very attractive here.

$WDC keeps rippin’ the naysayers since last month’s sweet Q4. Who’s buying these hard drives?

$HLF the Einhorn Incident has finally come to a close with the SEC…or has it? – Bloomberg

$AZN put the final touches on its joint diabetes venture with $BMY via $AMLN – FlyOnTheWall

$CPA the Panamanian airliner reported Q2 with revs +21% and net +3.6% YoY – Y! Finance

$JCOM teams up with $MSFT on the world’s first online fax app. People still fax? – Y! Finance

$MNST ripped as SEC investigates. Trouble ahead if FDA says energy drinks are soft drinks – AP

$AHGP coal stocks appear to be turning the corner. This is our fave along with subsidiary $ARLP.

 

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

 

 

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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