BeanScreen LinkHouse – Week in Review (July 9-13, 2012)

• Posted by Danny
• on July 13th, 2012

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

$CF what’s good for farmers is good for ferts? New bill passed in House – Y! Finance

$AAPL smaller is better when it comes to iPads, Munster says – Bloomberg

$NTES would you rather have a long leash or better perks? Insiders want the latter – TIA

$RES has caught some steam in recent weeks…reports Q2 on 7/25. Here’s our Estimize

$QCOR got blasted after Citron released a short story (we started a position Wed.) – Reuters

$LULU added at $55 this week to bring our cost basis down to $60. Love the fundies.

$RGR finished the week strong. Kickin’ ourselves for not pulling the trigger last month.

$SYNT a money machine over the last 6 months and ST50 fave. Reports on July 20.

$EZPW a great buy here as we’re still in a “pawn shop” economy in our view. Reports 7/24

$HITK reported a weaker than expected Q4, but full year 2012 was darn good – WSB

$PCLN about to get a little more competition as Kayak gets set to enter the market – ATD

$INTC throws some dough up into the clouds of Ghana – Intel Newsroom

$TNH see $CF.

$ISRG reports Q2 next Thursday after the bell. Better not pull a $MAKO…

$CHL develops NFC for 3G – China Daily

$BKE foot traffic translates into better back-to-school sales says ShopperTrak – Barron’s

$TRLG got plastered this week after Levi’s blamed Eur-Asia for soft sales – Barron’s

 

disclosure:  we currently own CF, AAPL, NTES, RES, LULU, QCOR, EZPW, HITK, INTC, 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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