BeanScreen LinkHouse – Week in Review (June 25-29, 2012)

• Posted by Danny
• on June 29th, 2012

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

 

$RES not sure why, but had a strong week. Something to do with natty? Maybe not.

$AAPL NFC for iOS? Mobile payments may be coming to an iPhone near you – Business Insider

$CF caught an upgrade from Dahlman as drought conditions may be bullish for the ferts – CNBC

$NTES made our 2nd purchase at $56 on Monday to bring our cost basis to $49. Initiated in Jan.

$EZPW camping out near 52 week lows as the company promotes Mr. Byal to VP – Y! Finance

$RGR plans to invest in crossbows…huh? – Y! Finance

$SYNT traveling to India to sponsor a free-enterprise dance-off! Or something. – Y! Finance

$LULU started a position a couple weeks ago at $65. Looking to add at $55.

$QCOR ripped to all-time highs this week. This 5 year chart is just sick.

$CEO value plays setting up for emerging market oilers? Shah!   – CNBC

$BRLI picked up an award for their kickass cancer lab – Y! Finance

$TNH see CF.

$INTC if you aren’t following the @IntelIR stream, you should for great real-time info.

$PCLN where do people wanna go for the 4th? Put this in the “no duh” file – Y! Finance

$BKE been a sad few months for the stock, but the fundamentals remain strong for the company.

$GRMN has a snazzy new gadget for the swimmer in you. Can your iPhone do this? – Y! Finance

$TRLG been a tough slog since last Q’s report. Q2 just around the corner though (8/1).

$CHL their 3G network + iPhone5 = large – Forbes

 

disclosure:  we currently own RES, AAPL, CF, NTES ,EZPW, LULU, CEO, INTC, BKE, GRMN, TRLG, CHL

 

 

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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