Motorola (MOT) reports after the close on January 19th. I outlined my general thoughts on MOT a few days ago. I am expecting a solid quarter and decent 1Q06 guidance. I think those two things and some recent positive comments about 2006 handset market growth will allow MOT shares to push to new highs in […]
Apple Computer (AAPL) reported excellent quarterly earnings as expected. The shares are trading lower, however, due to some controversy over APPL’s guidance for revenue and earnings in the current quarter. I believe the decline in the shares sets up the first decent buying opportunity in the stock since last spring as upside of at least […]
In my preview note on Apple Computer (AAPL), I failed to provide an update as it relates to March quarter guidance. What the company says about guidance is probably more important for the stock price than what they report for December. Among just those analysts who have adjusted since Jobs MacWorld update, EPS estimates for […]
Apple Computer (AAPL) reports after the close today. Following Steve Jobs comments at MacWorld last week estimates have moved up sharply. Jobs guided to $5.7 billion in revenues for the December quarter and analysts who have adjusted their estimates are tightly clustered around this figure. There was no specific guidance on EPS at MacWorld so […]
As outlined below, I bit the bullet and sold all client and personal holdings in Yahoo (YHOO) this morning. I don’t think the YHOO story is over but the purchase was designed as a trade and discipline and the analysis in this post means that at least for the short-term it was time to move […]
NTL has raised its offer for Virgin Mobile and given minoirty shareholders an option to take stcok in the new NTL. Richard Branson has gone further and is willing to take a slight discount to what the minority Virgin shareholders will receive. The revised offer was enough to bring Virgin to the negotiating table as […]
The holiday weekend box office did nothing to stop the skeptics worries about faltering ticket sales as total receipts were down 16% from the same weekend a year ago, although vs. 2004 the receipts were up 6%. Despite the lackluster overall results, the news was good for Disney (DIS) and Lions Gate Entertainment (LGF)….
Blogs, press reports, and analysts are all noting that AAPL has received trademarks and patents on a series of products and services under “Mobile Me” branding. According to Pacific Crest Securities: A series of trademarks and patents filed recently indicate that Apple is preparing a connected ecosystem consisting of a mobile product and/or service. These […]
Lots of news from Apple Computer (AAPL) this week coming from its annual MacWorld convention. Steve Jobs introduced new Intel-based Macs six months ahead of schedule and there were lots of upgrades to iPod accessories and applications within AAPL’s iLife suite of digital media and internet products and services. Most importantly for the stock, Jobs […]
Northlake clients have been long Motorola (MOT) for over a year and were well-rewarded in 2005 when the shares rose over 30%. I lightened the position once in the low $20s and have been hoping to sell the balance in the $26-28 range. Analysts have begun to preview the company’s 4Q earnings report due on […]
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