BeanScreen LinkHouse – Week in Review (July 23-27, 2012)

• Posted by Danny
• on July 27th, 2012

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

 

$CF roller coaster this week as it cracked the 200 roll a couple times. Reports Q2 on 8/6.

$AAPL makes a rare acquisition as it goes after security firm $AUTH – Bloomberg

$NTES really diggin’ the fundies going into next month’s report. Here’s our Estimize.

$RES cranked out a better than expected Q2 as revs were +13% YoY – AP

$QCOR smacked down this week after what appeared to be a stellar Q2 – Y! Finance

$LULU regained some mojo this week. Long and strong from $60.

$RGR sad but true: the best…and worst of us can find cheap ammo online – CNNMoney

$SYNT wants to play capture the flag with hackers next week in India – Y! Finance

$EZPW a decent Q3, but not nearly decent enough for the Street (sold 1/3 at $22) – WSB

$HITK slapped a $33 stop on half our position. Post Q4 FA strong, but need to lighten up.

$PCLN impressive finish to the week following $EXPE’s Q2. The Shat reports 8/7 – Zacks

$INTC it’s “Me the Musical”, starring you and Facebook!  Neato. – Intel

$CEO the mother of all energy deals (for China at least) is set in motion – MarketWatch

$TNH cruising easily above the 200 roll. Reports a few days before $CF.

$ISRG might have been a bit early to the party, but fundies lookin great after Q2.

$CHL crept up to 2yr highs as 3G subs more than doubled in The Motherland – Forbes

$BKE a rather ho-hum week compared to most stocks we own. That’s good sometimes!

$TRLG finished the week strong. Big day next Tuesday! Here’s our Q2 Estimize.

 

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

 

 

 

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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