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  • Cognizant Technology Solutions Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    $CTSH profit up 16% but stock down 6%. Most analysts remain a BUY position:
    May 11, 2013. 10:01 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For AOL [View article]
    AOL totally losing ground after Q1 miss--surprised to see so many BUY recommendations for $AOL:
    May 8, 2013. 10:33 AM | Likes Like |Link to Comment
  • Is Facebook Worth The Price Of Admission? [View article]
    $FB made it to the Fortune500 club; is it going to stay there? Wall st analysts think so:
    May 6, 2013. 06:06 PM | Likes Like |Link to Comment
  • First Solar (FSLR): Q1 EPS of $0.69 misses by $0.06. Revenue of $755.2M (+52% Y/Y) beats by $27.9M. 2013 analyst day guidance maintained. Shares -3.5% AH. CC at 4:30PM ET (webcast). (PR[View news story]
    $FSLR misses the guidance but stock up in after hours; analysts have mixes opinions (SELL recommendations->big loss):
    May 6, 2013. 06:03 PM | Likes Like |Link to Comment
  • Tesla's Matrix Moment [View article]
    I think Tesla is future of luxury. In 50 years, it'll be like Porsche of today's world. Love to see how Wall St analysts switch from SELL to BUY on Telsa--check this out:
    May 5, 2013. 06:25 PM | Likes Like |Link to Comment
  • IBM: A Disaster In The Making [View article]
    I don't think public cloud is ever going to work for large enterprises IBM caters to. This is really a contrarian opinion... most analysts would say IBM is a strong or moderate BUY:
    May 5, 2013. 12:36 PM | 1 Like Like |Link to Comment
  • The Market Embraces AMD's Unifying Plan [View article]
    Very early stage of commercialization, analysts remain skeptical of AMD:
    May 4, 2013. 12:28 PM | Likes Like |Link to Comment
  • LinkedIn Like Microsoft And Baidu - Watch Out Below [View article]
    It surprises me Wall St analysts are so bullish on LinkedIn, but investors are not sure...
    May 4, 2013. 12:15 PM | 1 Like Like |Link to Comment
  • Tesla: The Good, The Realistic And The Ugly Outlook [View article]
    Tesla recently ammeding leasing plan, addresses customer satisfaction. Don't forget financing as a way to grow your business. Long term BUY?
    May 3, 2013. 03:19 PM | 3 Likes Like |Link to Comment
  • Facebook (FB): Q1 EPS of $0.12 misses by $0.01. Revenue of $1.46B (+38% Y/Y) beats by $20M. Shares +2.8% AH. CC at 5PM ET (webcast). (PR[View news story]
    Investor sentiment still largely BUY for Facebook ($FB): Consensus price in the 30s.
    May 1, 2013. 07:45 PM | Likes Like |Link to Comment
  • Herbalife (HLF): Q1 EPS of $1.27 beats by $0.21. Revenue of $1.12B beats by $0.01B. Shares -3.3% AH. (PR[View news story]
    Analysts who are long on $HLF, for the record:
    Apr 29, 2013. 07:08 PM | Likes Like |Link to Comment
  • More on the Q1 GDP (first estimate) miss: Government spending slowdown continues, with real federal government spending off 8.4% vs. 14.8% in Q4; defense spending off 11.5% vs. 22.1%. Real PCE +3.2%. Nonresidential fixed investment +2.1%. Real exports +2.9%, Real imports +5.4%. Real final sales +1.5% vs. 1.9% in Q4. Inventories added 103 bps to GDP in Q1 after subtracting 152 bps in Q4. SPY -0.3% premarket. The long bond pops half of a point. TLT +0.8% premarket. (full report[View news story]
    Mostly on growth in consumer spending... is it a good time to buy Target and Walmart?
    Apr 27, 2013. 03:00 PM | Likes Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    Funny--most analysts feel lukewarm about those stocks BRK passionately invests in:
    1. IBM:
    2. Coca-cola:
    3. P&G:
    Are we all under-estimating dividends?
    Apr 25, 2013. 05:13 PM | Likes Like |Link to Comment
  • Procter & Gamble Earnings Show Significant Challenges Ahead [View article]
    It's always about the outlook... time to sell P&G?
    Apr 25, 2013. 01:35 AM | Likes Like |Link to Comment
  • Zynga (ZNGA): Q1 EPS of $0.01 beats by $0.05. Bookings of $229.8M (-30% Y/Y) beats by $20M. Expects Q2 bookings of $180M-$190M and EPS of -$0.04 to -$0.03, below a consensus of $236.1M and -$0.01. Shares -13.4% AH. (PR[View news story]
    This company is totally imploding, revenue disappearing. I'd short it:
    Apr 25, 2013. 01:29 AM | Likes Like |Link to Comment