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Chris Versace

 
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  • Looking At Potential Ebola Virus Ripple Effects
    Thu, Oct. 16 AAL, MDLZ, APT 3 Comments

    Summary

    • According to the World Health Organization (WHO) the Ebola virus is killing 70% of the people who contract the disease.
    • The WHO believes there could be up to 10,000 new Ebola cases per week alone in Guinea, Liberia and Sierra Leone on the African continent by the end of 2014.
    • While LAKE and APT are "enjoying" Ebola driven demand, HSY, MDLZ, TR and NSRGY and other chocolate and confection companies could suffer as cocoa prices soar.
  • Dissecting 2014 Holiday Shopping Forecasts
    Wed, Oct. 15 AAPL, HBI, JOEZ Comment!

    Summary

    • We are on the cusp of the 2014 Holiday Shopping Season, and the forecasts are mixed to aggressive.
    • With wages flat, consumer spending will see a lift due to falling gas prices, but it won't be across the board.
    • Online shopping will continue to take share as will gift cards, which bodes well for AMZN, UPS, V, SBUX and AAPL shares.
  • Soda Pain Offers Flavor Gain For IFF And SNMX
    Fri, Oct. 3 SNMX 2 Comments

    Summary

    • Soda companies are facing decking sales of non-diet and diet soda products, a key revenue and profit source.
    • Products, such as Coca-Cola Life and Pepsi True, are using alternative sweeteners, but as we learned with New Coke taste and flavor remain key.
    • These pain points clear the way for IFF and SNMX, but its new revenue streams that make SNMX shares the story to watch.
  • China Jobs And Consumers Weigh On Alibaba Shares
    Mon, Sep. 29 BABA 5 Comments

    Summary

    • While enthusiasm was high for the Alibaba IPO, data points to worrisome demand drivers in its core market that could pressure BABA's shares further.
    • The outlook for Chinese consumers has cooled as they shift toward savings amid job creation concerns.
    • While underwriters will be bullish, BABA's valuation is more than lofty, and absent government stimulus, individuals should hold off buying shares for now.
  • InterDigital: A Crown Jewel in the Growing Patent War
    Aug. 18, 2011 IDCC 2 Comments
  • Cyber Security: A Growing Problem... and Investing Opportunity
    Aug. 17, 2011 FIRE, WBSN, EMC 4 Comments
  • Looking at Education: Tooling and Retooling as Unemployment Remains High
    Jul. 27, 2011 STRA, COCO, APEI 2 Comments
  • Why comScore Is a Likely Acquisition Candidate
    Editors' Pick • Jul. 14, 2011 SCOR 1 Comment
  • Digesting Last Week's Jobs Report; Inflation, Manufacturing and Earnings This Week
    Jul. 13, 2011 MAR, YUM, GOOG 2 Comments
  • Corporate Outlooks to Catch Up With Economic Data and Raise S&P 500 Earnings Concerns
    Jun. 20, 2011 TXN, BBRY, OI 1 Comment
  • Research In Motion: It's All in the Outlook
    Jun. 15, 2011 BBRY 15 Comments
  • The Aging Population: A Growth Market Worth Examining
    Jun. 2, 2011 HSIC, OMI, PDCO 18 Comments
  • Economic Hits Keep on Coming
    May. 31, 2011 Comment!
  • Gearing Up for Guilty Pleasure in a Questionable Market
    May. 23, 2011 MO, RAI, BTI 4 Comments
  • Favoring Cree Over Veco: A Look at Replacement Demand/Technology
    May. 19, 2011 CREE, VECO, AIXG 3 Comments
  • Big Lots' Non-Sale May Present an Opportunity
    May. 19, 2011 BIG Comment!
  • March Quarter Earnings Beats vs. Concerns in Corporate Outlooks
    Apr. 26, 2011 SPY, IVV, VOO Comment!
  • Industry Consolidation: AT&T / T-Mobile and Its Implications
    Apr. 20, 2011 MSFT, T, VZ 10 Comments
  • As GDP Expectations Weaken Corporate Outlooks May Be Next
    Apr. 18, 2011 AA, GOOG, JPM Comment!
  • Watching Oil, Inflation and Earnings
    Apr. 11, 2011 AA, BAC, CMG 5 Comments
  • Motorola Mobility Gears for Smartphone Battle
    Apr. 8, 2011 GOOG 37 Comments
  • This Week: Eyes on Inflation, The Fed and Revised Earnings Outlook
    Apr. 5, 2011 CMG, DIN, DPZ 2 Comments
  • Real Estate Not a Problem for Companies With Solid Balance Sheets
    Nov. 15, 2010 BIG, SBUX Comment!
  • More Pads and Tablets Better for RF Semis Than Equipment Manufacturers
    Nov. 11, 2010 SWKS, RFMD, ARMH 7 Comments
  • Why Nokia Siemens Deal Works Out Best for Motorola
    Jul. 19, 2010 NOK, HPQ, PALM 4 Comments
  • Adopting to Market: Tried and True Can Soften a Bumpy Ride
    Jul. 2, 2010 CL, BIG, ROST 2 Comments
  • Nokia: Valuation Appears Tempting but Concerns Remain
    Editors' Pick • Jun. 15, 2010 NOK 9 Comments
  • Universal Display: Showing a Less Than Promising Future
    Jun. 10, 2010 OLED 18 Comments
  • Takeout Possibilities in Mobile Ecosystem
    May. 28, 2010 ANAD, AAPL, DGII 5 Comments
  • Competitive Response to iPad Up Ahead: Is It Prime Derivative Play?
    May. 20, 2010 AAPL, ARMH, ATML 4 Comments
  • Volatility Brings Opportunity for Prepared Investors
    May. 7, 2010 DOG, SH 1 Comment
  • Wise to Focus on Firms With High-Quality Earnings
    May. 5, 2010 Comment!