There won’t be much fresh news when Motorola (MOT) reports its 4Q06 tomorrow morning. The preannouncement the first week of January has already delivered the bad news. All eyes will be on guidance and commentary about the outlook. MOT shares have collapsed from $26 in mid-October to recent trading levels near $18. The decline was […]
What follows is my analysis on Apple immediately following completion of the company’s conference call to discuss December quarter earnings. I’ll have more to say once I review analyst commentary but I am surprised that the shares are trading off sharply this morning. I think the drop will prove temporary – the results were good […]
Central European Media Enterprises (CETV) broker out to new highs this week following an upgrade from Czech-based analyst Tibor Bokor of Wood Company. Tibor sharply raised his estimates for 2007 and 2008 and increased his price target to $100. Tibor’s new optimism is based on his analysis of the likely 2007 and 2008 resutls for […]
Last week I had an opportunity to talk with Elizabeth Haynes of Haynes & Company Consulting about the acquisition of American Apparel (AA) by Endeavor Acquisition Corporation (EDA). Haynes & Company Consulting is a management consulting organization specializing in retail. Elizabeth’s insights are especially valuable because she has spent time working on Wall Street and […]
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