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Tony Sagami

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What the Media Isn't Telling You About China's Market
on Mar 07, 2007 • EWJ, EWM, EWS
Siliconware Precision Industries Flies as Intel Stumbles (SPIL, INTC)
on Jan 11, 2006 • INTC, SPIL
Reap the Benefits of Japanese Diligence (SNE, HMC, HIT, MTU, NSANY)
on Dec 12, 2005 • HIT, HMC, MTU
A Skeptical Look at Current Tech Valuations and Management (GOOG, ADBE, AMZN, JNPR, NTAP, BRCM, EBAY, CSCO, INTC, MSFT, ORCL)
on Dec 12, 2005 • ADBE, AMZN, BRCM
Xbox Enthusiasm, Retail Stocks and Microsoft (MSFT, BBY)
on Nov 23, 2005 • BBY, MSFT
Target Warns on November Sales Shortfall (TGT)
on Nov 21, 2005 • TGT
Betting On Microsoft and Against Retail Stocks (MSFT, ANF, BBY, CC, FD, GPS, JWN, LTD, RSH, SKS)
on Nov 21, 2005 • ANF, BBY, CCTYQ.PK
American Eagle Outfitters Reduces Guidance (AEOS)
on Nov 21, 2005 • AEO
Wal-Mart Starts Sales Promotions Early; A Bad Sign for Retail? (WMT)
on Nov 21, 2005 • WMT
Ross Stores Cuts Q4 Guidance (ROST)
on Nov 21, 2005 • ROST
Ruth Chris Steakhouse Warns on Q4 Revenue (RUTH)
on Nov 21, 2005 • RUTH
Jo-Ann Stores Reports Q3 Shortfall (JAS)
on Nov 21, 2005 • JAS
Does American Express' Guidance Suggest a Weak Q4? (AXP)
on Nov 21, 2005 • AXP
A Trio of Software Warnings: Mercury Interactive, Symantec and McAfee (MERQ, SYMC, MFE)
on Nov 03, 2005 • MERQ, MFE, SYMC
Do Problems in the Denver Economy (Particularly Real Estate) Point to Broader Weakness?
on Nov 03, 2005
Stamp Increase Tells a Bigger Story -- Rising Energy Prices
on Nov 03, 2005
Americans Still Hitting the Housing ATM Machine
on Nov 03, 2005
The Bulls Are Now in Control
on Nov 03, 2005
Stock and Bond Implications of Ben Benanke as Fed Governor
on Oct 25, 2005
Capital One Reduces Guidance; Is the US Consumer Weakening? (COF)
on Oct 24, 2005 • COF
Caterpillar Gets Clobbered by Rising Raw Materials (CAT)
on Oct 24, 2005 • CAT
Briggs & Stratton Lowers Guidance (BGG)
on Oct 24, 2005 • BGG
Celestica Loss Reflects Weak Telecom Sales (CLS, IBM, CSCO, SUNW, LU)
on Oct 24, 2005 • CLS, CSCO, IBM
Mortgage Rates Hit 15 Month High
on Oct 24, 2005
Why I'm 100% Short the Market
on Oct 24, 2005
Why Bond Holders Will Become Bag Holders
on Oct 20, 2005
Five Data Points to Scare the Bulls (Potlatch, Alcoa, SigmaTel, Xilinx, International Rectifier)
on Oct 12, 2005
Potlatch and Alcoa Hit By Rising Energy Prices (PCH, AA)
on Oct 12, 2005 • AA, PCH
Sporting Goods Vendor K2 Blames High Gas Prices for Profit Shortfall (KTO)
on Oct 12, 2005 • KTO
Power Systems Supplier International Rectifier Warns on Lower Q3 Sales (IRF, CSCO, IBM, MOT)
on Oct 12, 2005 • CSCO, IBM, IRF
Cell Phone Chip Vendor Xylinx Hits 52-Week Low After Warning on Lower Sales (XLNX, LU, CSCO, LSCC, ALTR)
on Oct 12, 2005 • ALTR, CSCO, LSCC
MP3 Player Chip Supplier SigmaTel Warns on Lower Sales and Profits (SGTL, AAPL)
on Oct 12, 2005 • AAPL, SGTL

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User 1 on MP3 Player Chip Supplier SigmaTel Warns on Lower Sales and Profits (SGTL, AAPL) : Tony, Not sure that this is really an indicator of weak demand.... more »

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