Stock Market, Economics, Equity Analysis
Monthly Archives: January 2012
Jan20
Preface: this is one incredibly stubborn market. 10 of 12 sessions in 2012 and 16 of 20 sessions since the Dec 19th bottom have been sideways or up. The down days have been mild to say the least, most of…
Jan18
Today was a monster day for semiconductors, often seen as a leading indicator as they are highly cyclical. I thought I'd go investigate one of the names causing a hubub this afternoon due to earnings results: Xilinx (XLNX). This is…
Jan18
Action was choppy Wednesday but in the end the markets closed with slight gains. Markets gapped up in the morning as indexes reached new highs (including the NASDAQ this time) but reversed sharply mid morning, and then moved aimlessly most…
Jan18
We seem to have very low expectations right now. F5 Networks (FFIV) just reported a solid quarter, but nothing special versus expectations and is being treated very well in after hours. The company beat revenue by 1% ($322.4M v…
Jan18
We are currently in one of those teflon markets where nothing affects it. Thus far (very early in the season) earning reports are beating expectations by the lowest % since the recession 'ended'. Usually that would be a bad thing….
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