BeanScreen LinkHouse – Week in Review (Sept 3-7, 2012)

• Posted by Danny
• on September 7th, 2012

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

$SYNT no news but a good first week as it tops the WSB30 list for the first time ever.

$AAPL busted all time highs…so what’s new? Oh yeah, new iPhone to be LTE friendly – WSJ

$CF rising farmers’ income could boost phosphate demand/prices in 2013 – INN

$CEO and the drama over $NXY continues as Canada says it needs foreign capital – Reuters

$PCLN some nice charts all week from @CluELess8. Really liked this one in particular.

$QCOR vial shipments of Acthar Gel increased 33% from July to August – Y! Finance

$LULU flexed its earnings muscle as sales increased 33% and income +49% in Q2 – Lululemon

$RGR click, click BOOM! Guns are the rage as rival $SWHC blew out yesterday’s Q – CNBC

$HITK got spooked out of the rest of our position after a lousy Q1. Missed big – Reuters

$NVO cool chart showing the status of drugs/compounds in their pipeline – Novo Nordisk

$INTC raining on our tech parade after cutting revenue estimates for Q3 – Bloomberg

$EZPW gave their website a makeover recently. Check it – EZCorp

$NTES gets nod of approval from mother to sell World of Warcraft expansion pack – Reuters

$WDC released a slick new version of portable hard drives for Macs and PC‘s – WDC

$AZN smokers rejoice! Brilinta won’t affect your results…but why do it anyway? – Y! Finance

$TEO at 52wk lows. Probly more to do with being Argentinian than anything else. FA looks good.

$CHL doesn’t want to go it alone when it comes to providing China’s new 4G network – TIA

$TNH see CF.

$FCFS sucker popped back into our list this month. Kinda wish we hadn’t sold it a few weeks ago.

$QCOM this guy sees ‘em riding the likes of $AAPL, $AMZN and $NOK to gizmo glory – Barron’s

$CPA the Panamanian airliner saw passenger traffic increase 24% YoY – Y! Finance

$GRMN scored a 9th consecutive first place finish for its Avionics Support crew – Garmin

 

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

 

 

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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