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Thollon

Thollon
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  • Buy Nuance Communications For These Reasons [View article]
    Very smart article.Cramer is wrong one more time.
    Dec 14 05:01 PM | 1 Like Like |Link to Comment
  • SodaStream (SODA) looks like a holiday season retail winner to StreetAuthority. The company's rapidly growing retail footprint hits at a time when consumers are focused on cost savings and health. Profits are still growing, while debt isn't an issue. [View news story]
    MGMT has done nothing to fight the shorts.
    Time for them to announce a buy back.
    Dec 14 02:38 PM | Likes Like |Link to Comment
  • Iconix Brand Group (ICON): Q3 EPS of $0.41 in-line. Revenue of $187.9M misses by $3M. (PR[View news story]
    Totally wrong, beats on revenue:

    7:46AM Iconix Brand beats by $0.01, beats on revs; reaffirms FY12 EPS guidance; guides FY13 EPS in-line, revs above consensus (ICON) : Reports Q3 (Sep) earnings of $0.41 per share, $0.01 better than the Capital IQ Consensus Estimate of $0.40; revenues fell 6.6% year/year to $86.6 mln vs the $82.63 mln consensus.

    Guidance: Co reaffirms its 2012 guidance, expecting revenue to come in at the higher end of its $340-$350 mln expectation, however, it sees non-GAAP EPS coming in at low end of $1.65-$1.74 guidance. Co issues mixed guidance for FY13, sees EPS of $1.85-1.95 vs. $1.87 Capital IQ Consensus Estimate; sees FY13 revs of $395-405 mln vs. $367.99 mln Capital IQ Consensus Estimate.
    Nov 1 03:53 PM | Likes Like |Link to Comment
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