Sunday, April 29, 2012

Skyworks $30++ May/June

Skyworks $30++ May/June

Cloud Computing Play - Relatively Undervalued with Strong Earnings

Cloud Computing Play - Relatively Undervalued with Strong Earnings

"Datalink - "Datalink Corporation data center solutions and services to mid and large-size companies in the United States. It engages in assessing, designing, deploying, and supporting infrastructures, such as servers, storage, and networks; and reselling hardware and software from original equipment manufacturers". (Business Description from Yahoo Finance)
7 reasons Datalink is undervalued at just under $10 a share:
 
  • It is poised to grow earnings at a good clip over the next couple of years. The company earned 80 cents a share in FY2011 and analysts have it making $.92 a share in FY2012 and $1.08 in FY2013.
  • The stock is selling at just over 9 times forward earnings, a discount to its five year average (13.4).
  • Datalink has a solid balance sheet with over $20mm in net cash (13% of current market capitalization). It is selling at just 43% annual revenues.
  • Analysts have it growing revenues by 30% this year and over 12% in FY2013. The company has made several small strategic acquisitions over the last few years which have bolstered growth and filled out its product line.
  • The six analysts that cover the stock have a median price target of $12.75 a share on Datalink.
  • The company has beat earnings estimates easily three of the last four quarters (it met expectations the other quarter). The average beat over consensus over that time period has been north of 30%.
  • Given its small market capitalization (Under $160mm after taking cash out), fast growing sales and position to benefit from cloud computing; this company would make an easy and logical acquisition for a larger player."

Saturday, April 28, 2012

China Bee Beard Competition (Over FIFTY pounds of bees on each person!)

China Bee Beard Competition (Over FIFTY pounds of bees on each person!)

Everything will be okay in the end. If it's not okay, it's not the end.

Everything will be okay in the end. If it's not okay, it's not the end.

AWRE Report

AWRE Report

We used to revere scientists. Now we worship Kim Kardashian. Why?

We used to revere scientists. Now we worship Kim Kardashian. Why?

"Even if you loathed foreign movies you knew the names Fellini and Godard. You may not have been part of the literati, but you knew that Iris Murdoch, Edna O’Brien, Harold Pinter, Truman Capote, and Gore Vidal were integral to the groovy, swinging cultural landscape. Even if you loathed opera, you knew and respected Maria Callas and her commitment to her art, to mention nothing of her commitment to dramatic black eyeliner and swallowing a tapeworm to get thin, allegedly."

Exclusive: Chesapeake board member lent money to CEO McClendon

Exclusive: Chesapeake board member lent money to CEO McClendon

Monday, April 23, 2012

Auto Recovery At Hand - as Growth Drivers Shift: Economy

Auto Recovery At Hand - as Growth Drivers Shift: Economy
"
Household spending led by durable goods like automobiles, as well as gains in homebuilding, may account for more than half of the first-quarter advance in gross domestic product, according to Carson. Those two areas contributed 1.7 percentage points to the 3 percent gain in gross domestic product at an annual rate in the fourth quarter and probably made a similar contribution in the past three months, he said.
That marks a shift from the period following the recession. Exports and business investment accounted for about 70 percent of the 2.4 percent growth seen in the first nine quarters of the recovery, compared with a historical contribution of about 20 percent in rebounds spanning the past five decades, according to Carson, who worked as an economist at the Commerce Department."

RT @convertbond: The BOE's dismal forecasting record is now a serious concern.What's to be expected? RE: Greenspan inflating bubbles?

RT @convertbond: The BOE's dismal forecasting record is now a serious concern.What's to be expected?  RE: Greenspan inflating bubbles?

Thursday, April 19, 2012

This Is What a Penny Stock Spam Email Looks Like

This Is What a Penny Stock Spam Email Looks Like

Legal-seeming spamMuch stock-spam email is illegal because it violates Section 17(b) of the Securities Act of 1933, which bars people from promoting stocks for pay without disclosing their compensation.
Yet much of the new penny stock spam goes to great lengths to comply with the law -- or at least to seem legal. One recent stock-touting email measured a robust 1,204 words, 700 of which were devoted to an ostensible legal disclaimer.
We decided to decode that 700-word disclaimer to help translate the legalese. Note: All offset text is from an actual penny stock email received in mid-February 2012. The "Translations" are our own.

Sunday, April 15, 2012

Spain names ex-Lehman Head of Spain as 'economy minister' - Cooked Books Again?

Spain names ex-Lehman executive as economy minister - Cooked Books Again?

RT @FERNANDOGARIBAY The surest way to find a paradise on earth, the gardener told me, is to plant your own- Beautiful!!!! @WordWhispers

RT @FERNANDOGARIBAY The surest way to find a paradise on earth, the gardener told me, is to plant your own- Beautiful!!!!

ONLY in NYC? Funny Photo!

Very funny comments on Businessweek on Zynga Founder Article



Police: Man Armed With Plunger Tries To Rob Central New York Bank

Police: Man Armed With Plunger Tries To Rob Central New York Bank

Saturday, April 14, 2012

Chart of LPS Options Buying Translating Into Various Upticks

Options on LPS vis a vis stock price

Flood of foreclosures to hit the housing market

Flood of foreclosures to hit the housing market

"Should home prices hit a bottom then stabilize, it would push many potential buyers off the fence, according to Mike Fratantoni, a vice president at the Mortgage Bankers Association. House hunters would no longer be afraid of investing in assets that were losing money."