BeanScreen LinkHouse – Week in Review (October 8-13, 2012)

• Posted by Danny
• on October 13th, 2012

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

$CF as corn stocks dwindle worldwide, fertilizer demand may soon jump – Bloomberg

$AAPL appears to be pulling away from Samsung when it comes to chips – CNET

$SYNT reports Q3 next Friday. We’re expecting easy beats on top and bottom lines – Estimize

$CEO nice piece by Mr. Pham on latest facts and figs of China’s big 3 energy names – AlphaVN

$AHGP opened position couple weeks ago at $48 in this coaler. Q3 on tap 10/26.

$LULU has won the first few battles, but can they win the yoga war? – Business Insider

$RGR “While checks on long guns slowed…checks for handguns rose 23% in September.” – AP

$PCLN – competitor $TZOO lays an egg as Q3 profit expected to fall 40% YoY – AP

$EZPW catchin’ serious heat from investors after some sketchy deals were finalized? – Y! Finance

$CALM egg seller’s last 3 years annual income data – Y! Finance

$QCOR the embattled Acthar gel maker reports positive script numbers for Sept – Y! Finance

$BRLI launches first full service Spanish-speaking lab for the Hispanic community – BR Labs

$ISRG big day next Tuesday as Q3 is released. Here’s a sneak peek – Wall St. Cheat Sheet

$AZN gets the scoop on Ardelyx‘s irritable bowel syndrome drug – Zacks

$INTC big report next Tuesday. Check out the latest forecasts from the Estimize community.

$QCOM as mobile broadband traffic grows crazily, here’s how the industry can handle it – Gigaom

$AMSG watching this “ambulatory surgery” play closely. Probably start a position soon…

$NTES cashed in half our shares on Monday at $53.

$CHL with 66% market share, can the big $AAPL win over the big dragon? – Fortune

$TRLG blue light special! The Denim diva puts itself up for sale, but who’s buying? – WSJ

 

disclosure:  we currently own shares in CF, AAPL, CEO, AHGP, LULU, RGR, PCLN, EZPW, QCOR, ISRG, AZN, INTC, QCOM, NTES, CHL, 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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