BeanScreen LinkHouse – Week in Review (November 19-23, 2012)

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  • on November 23rd, 2012

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

Turkeys

$CF “Of the nitrogen fertilizer supply, 50% goes to corn and 16% wheat.”Fox Business

$CEO agrees to terms from the powers that be in Canada over the Nexen ($NXY) deal – Reuters

$AAPL smartphones will be replaced by glasses.  Whaaa? – Business Insider

$ISRG insider Lonnie Smith sold more than 40K shares the other day. That’s alot – MarketBrief

$PCLN a nice analysis of the $KYAK buyout and why it makes sense – Forbes

$LULU settles with Calvin Klein over patent pant designs. Wonder what the terms were? – IBD

$RGR Christmas comes early as a special $4.50/share divy is announced – Y! Finance

$CHL the telecom behemoth grew subs by almost 5 million last month – WallSt. CheatSheet

$INTC from within or without? …that is the question in hiring Otellini‘s replacement – Reuters

$WDC the 4 TB Black Drive is out for all you hard core gamers, etc. – Y! Finance

$EBIX last 4 Q’s income data. Looking good, but FYI – being probed by SEC for accounting issues.

$CPA got some big love from Maxim‘s aerospace specialist Raymond Neidl – Bloomberg

$NTES got stopped at $43 on rest of our position for -6 bucks/share. Post Q fundies weakened.

$GRMN tapped by Northrup ($NOC) as a supplier for its sweet new flight deck – Garmin

 

disclosure:  we currently own shares in the above mentioned – CF, CEO, AAPL, ISRG, PCLN, LULU, RGR, CHL, INTC

 



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