BeanScreen LinkHouse – Week in Review (May 21-26, 2012)

• Posted by Danny
• on May 27th, 2012

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

 

$RES a noticeable correlation with price of natty ($UNG) last few months. High gas = good for RPC

$HITK bought back shares on dip to $29 this week. Fundies remain strong on this generic druggy.

$EZPW a promotion within the ranks – Yahoo! Finance

$AAPL not a bad gig for the new retail head – Bloomberg

$TNH nice little bounce back this week after a rough start to May. Love the FA, but prefer $CF.

$CF speak of the devil…here’s some insight from IBD on the ferts in relation to corn and gas.

$NTES another piece from IBD, giving the thumbs up to the Chinese gamer after a great Q1

$CEO hit pay dirt in the south Liaodong Bay, and testing out at about 608 bpd – Y! Finance

$BRLI thought they were reporting last week, but now looks like Q1 will be on 5/29

$SYNT another fundy fave of ours to hit the StockTwits 50. Five weeks running – ST50

$INTC drops $30 mil into SecureKey. Its fraud protection capabilities will be in Ultrabooks.

$LULU announced it will release Q1 earnings before the bell on 6/7 – Y! Finance

$CHL just another article laying out the ginormous possibilities for mobile in China – TheStreet

$QCOR will be dropping in on the Jefferies 2012 Global Healthcare Conference in NYC on 6/6.

$GRMN VP talking up the latest and greatest avionics technologies in Wichita – WBJ

$MED has opened 11 new shops in 3 locales since Feb. – Y! Finance

$RGR rival $SWHC didn’t disappoint with its Q4 prelim. Backlogs are waaay up – Reuters

$BKE a nice overview of their recent Q1 CC concerning inventory and shipping – Wall St. CS

$PCLN just bought me, my mom and stepdad air tix for our upcoming trip to L.A. Had best deal.

$QCOM wheelin’ and dealin’ in the Far East as Bharti buys 49% stake in 4G plan – Y! Finance

 

disclosure:  we currently own shares in RES, HITK, EZPW, AAPL, CEO, CF, NTES, INTC, CHL, GRMN, MED, BKE and 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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