Sorry!! The article you are trying to read is not available now.
Thank you very much;
you're only a step away from
downloading your reports.

Randoms - Fil Style

By

Nice "eyes" on AAPL

PrintPRINT

  • IRG out with a fresh Buy on Akamai (AKAM) today. Good story, great company, nice report, but IRG's '05 numbers are based on 2.5% Q/Q increases (vs. 1% historic and guidance) in ARPU's, and based on my digging, that is not going to happen.


  • I am circling back to Applied Signal Technology (APSG) to see if the "time fits the crime".

  • As Hoofy ramped the homies didn't. Don't know if "Bernwacky & Co." had something to do with it, or if it's just "healthy" rotation.

  • One more whiplash today and I am going straight to my lawyer.

  • What was that I said yesterday about Phelps Dodge (PD)? No non-buyer regrets here as the odds just were not there.

  • The morning swoon gave me the chance to take a smaller loss on a position that had been an albatross around my neck - I feel a lot better.

  • Wellpoint Health (WLP) took down guidance and the stock has been up all day. That's the kind of message one ignores at his own peril.

  • The truckers are taking a time-out. The bigger question is whether they are taking it while they "trail by 4, with 5 seconds left in the game, and 94 ft. to go".
No positions in stocks mentioned.
The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

Copyright 2011 Minyanville Media, Inc. All Rights Reserved.
PrintPRINT
 
Featured Videos

WHAT'S POPULAR IN THE VILLE