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Jeffrey Walkenhorst

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Jeffrey Walkenhorst

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Is 1-800-Flowers Gaining Market Share From Berkshire Hathaway?
on Sun, Feb 20, 2011 • FLWS, BRK.A, BRK.B • Comment!
The Patient, Old-Fashioned Approach Still Works: 2010 Portfolio Recap and Outlook
on Wed, Jan 5, 2011 • SOFO, GSL, SSW • 7 Comments
How Sustainable Is 1-800-Flowers.com's Moat?
on Tue, Dec 28, 2010 • FLWS • 7 Comments
Harry Winston: Key Mining Variables Clip Earnings Power, Upside Potential
on Mon, Dec 13, 2010 • DDC • Comment!
Harry Winston: Earnings Power Points to More Upside Potential
on Wed, Dec 8, 2010 • DDC • 1 Comment
At 'Nosebleed' Levels, Time to Reallocate Out of Netflix
on Thu, Oct 7, 2010 • NFLX, YHOO, SSW • 5 Comments
Yahoo: Does Facebook Mean Game Over or Will Hidden Value Prevail?
on Fri, Sep 17, 2010 • YHOO, GOOG, EBAY • 7 Comments
The Market Is Warming to Shipping Sector on Better Fundamentals
on Fri, Sep 10, 2010 • SEA, GSL, SSW • 14 Comments
Sonic Foundry's Mediasite: A Better Way to Webcast?
on Sun, Aug 29, 2010 • SOFO, CSCO, NDAQ • 2 Comments
Cisco Systems: Everyone's an Economist in a World Awash With Lemmings
on Sun, Aug 15, 2010 • CSCO, PCLN, SOFO • 5 Comments
PetMed Express: Why We Moved to the Sidelines
on Thu, Aug 5, 2010 • PETS, FLWS, SSW • 9 Comments
4 Significant Earnings Results: eBay, Netflix, Amazon and PetMed Express
on Sun, Jul 25, 2010 • EBAY, AMZN, PETS • 41 Comments
How's the Economy Doing? June's 'Look Under the Hood'
on Fri, Jun 25, 2010 • SCSS, BIDZ, CWST • 43 Comments
eBay Remains a Powerhouse: Shorts Miss Forest for Trees
on Tue, Apr 27, 2010 • EBAY • 32 Comments
Why 1-800-Flowers.com Should Quadruple
on Tue, Apr 13, 2010 • FLWS, WFM, SBUX • 4 Comments
What Will j2 Global Do With All That Cash?
on Tue, Feb 23, 2010 • JCOM • Comment!
Stock Ideas for Investors With Patience
on Wed, Feb 17, 2010 • WFM, LTD, WSM • 4 Comments
Cisco and U.S. Employment: Pulling the Cart Ahead of the Horse?
on Sun, Feb 7, 2010 • CSCO • 3 Comments
j2 Global: Plenty of Excess Cash for a Dividend, So Why Not?
on Mon, Jan 18, 2010 • JCOM, WWE • 5 Comments
Sonic Foundry's Mediasite Makes Life Easier
on Tue, Jan 5, 2010 • YHOO, EBAY, SOFO • Comment!
Missed NutriSystem's Run? Try Weight Watchers
on Sun, Dec 20, 2009 • WTW, NTRI • Comment!
Youbet.com: Rising Share Price for Churchill Downs Implies More Value
on Tue, Dec 15, 2009 • UBET, CHDN, ISCA • 2 Comments
Sonic Foundry: To Believe or Not to Believe (in the Mediasite Franchise)?
on Mon, Dec 7, 2009 • CA, LMT, MRK • Comment!
Bidz.com: Don't Overlook the Value of E-Commerce Investment
on Thu, Dec 3, 2009 • BIDZ, NILE, PETS • Comment!
How's the Economy Doing? November's 'Look Under the Hood'
on Wed, Nov 25, 2009 • PETS, EBAY, AOBI.OB • 12 Comments
Sonic Foundry: Mediasite Franchise Value Remains Unrecognized by Market
on Tue, Nov 24, 2009 • CSCO, ADBE, AONEQ.PK • 13 Comments
Time to Go to Cash... Or Is It?
on Wed, Nov 18, 2009 • JWN, WMT • 7 Comments
AOB's Cash Generation Provides Backstop to Earnings Miss
on Tue, Nov 17, 2009 • AOBI.OB, SCR, SNY • 3 Comments
Youbet Waves White Flag and Surrenders to Churchill Downs
on Thu, Nov 12, 2009 • UBET, CHDN • Comment!
Youbet.com: Growth Potential and Cash, Cash, Cash
on Wed, Nov 11, 2009 • UBET, PETS, CHDN • 6 Comments
Youbet.com: Online Gambling Sees Potential Catalyst as Las Vegas Reels
on Thu, Oct 29, 2009 • UBET, WYNN, LVS • 2 Comments
Netflix Buying Back Shares with No Room for Error
on Sun, Oct 25, 2009 • NFLX, UBET, BIDZ • 1 Comment