Wednesday, February 2, 2011

Market Thrust

DJIA Futures Flat Ahead of ADP Employment Data http://bit.ly/fK9leA Focus: $TWX $ERTS $BSX Prev: $AOL $MRO $MAT...; Econ Cal; Mkt Stats #in http://amplify.com/u/ao844

Aggressive Growth http://bit.ly/hc2I9C $SANM Q1 rev +12.5% yoy; fwd P/E <10x; PEG 0.6; proj grwth 2011 +44%, 2012 21% #stock #invest #in

Growth & Income http://bit.ly/gAHnwL $COL Q1 rev +8% yoy; op mrgn 19.4%, dwn fr 19.7%; eps +26%; fwd P/E 15.8x; ROE 39.1%; #invest #in

Momentum http://bit.ly/gX8NN3 $IDCC Q3 rev +22%y; eps +16% yoy; fwd P/E 15.6x; ROE 62.6%; $563.6M cash, investments; Q4 report 2/23 #in

Value http://bit.ly/hfi2uj $GOL earn report due 3/1/11; fwd P/E 14x; P/B 1.2; P/S 0.5; ROE 18.3%; div yld 2.7%; 40% dom mkt shr #invest #in

The “Recovery” in Consumer Loans Isn’t Real http://bit.ly/fIl1rq Consumr Loans fig. shows impossible $360B jump in a 1x change in 4/10 #tcot

RT @MultifamilyBiz The Meaning of a Weak Dollar: What impact does a weak dollar have on the U.S. multifamily market? For starters, a... http://dlvr.it/FdvH5

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