Thanks to my friend and fellow StreetInsight.com contributor, Jeff Bagley, for again allowing me to reproduce his excellent summary of Apple’s June quarter earnings report and conference call. All is well for Apple as I have been repeatedly saying despite all the gloom and the declining stock price. The shares have lots of upside left […]
Dow Jones (DJ) reported better than expected 2Q06 earnings. EPS rose 15% to 39 cents, ahead of the consensus estimate of 35 cents. Revenues actually came in a little light of expectations, growing just 6%, but margins expanded and operating income rose over 16%. This quarter showed evidence of the operating leverage that investors expect […]
Beat and raise. That is what investors have demanded from MOT to reward the stock. Last night’s earnings report did the trick. EPS of 34 cents were better than 31 cents expected. Revenues of $10.9 billion were $600 million ahead of estimates. Handset shipments of 51.9 million easily beat the 48 million target and the […]
My pals at Ned Davis Research (NDR) provided a reminder about how the markets respond well to crisis events. I’m not sure the latest phase of the decline that began in mid-May was necessarily triggered by the Mideast crisis but I think the blow-up in Lebanon does qualify as a crisis event. NDR has identified […]
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