October 27, 2009 –
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RELATED TICKERS: NGA
, AZZ
, VMI
Conservative Fair Value Estimate: $8
Strategy: Buy 2% allocation now $5.30, prepare to increase allocation should stock fall below $4.50 [more]
June 25, 2009 –
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RELATED TICKERS: PALM
, S
, AAPL
the trajectory on this stock is plain stupid, they are a 1 product company - a 1 product company that is steps behind the competition in every respect, to think that a financially weak mid-cap company can compete on the R&D scale of large caps without the weak balance sheet is just plain stupid.
if your long PALM I hope your praying each day that their partnership with Sprint (lol?) will actually amount to anything in the long-term.
Sprint. jesus - if the PRE was so awesome it will be offered by at least one other carrier right now.
Fact is that no one major, profitable, financially-well-to-do carrier really gives two cents about PALM, simply because they have already developed relationships with the larger players that will be sticking around for much longer - Apple, Blackberry, Samsung, Google, HTC, and whoever else is out there. It's just a matter of time they'll realize that PRE was a one-hit, hard-to-follow up product for a financially disastrously positioned company.
Not to mention their $190 mil in goodwill (prob worth the crap in my toilet), actually makes their book value at -$600mil. Iphone margins are reportedly at about 20+%, good luck to you palm, on beating that #, cuz without it your dead water (their current margins are 20%+). Who wants to bet that the other carriers will only give them a sub 25% cut? [more]
May 19, 2009 –
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RELATED TICKERS: ACXM
, SHLD
, AZO
Why Eddie Lampert Likes Acxiom
(click above for original source) [more]
May 13, 2009 –
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RELATED TICKERS: JAVA
, ORCL
, IBM
Original article here: [more]
May 11, 2009 –
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RELATED TICKERS: PSEC
Prospect Capital: A Relatively Safe 17% Dividend Yield
Conservative Fair Value Estimate: $15 [more]
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