Date updated:01-26-2008
Summary of the bullish and bearish positions mentioned in the January 26th, 2008 Barron's.

-
SYX
Systemax Inc - $14.24
- +1.42%
- $14.12
If Systemax's high gross margins have been fattened by failure to pay out manufacturer rebates, then an end to that alleged behavior might crimp profits and the share price.

-
AAPL
Apple Inc. - $203.25
- +0.13%
- $204.63
Unsold inventory spells trouble for earnings growth. As the iPod phenomenon winds down, iPhone sales and computer sales have been expected to pick up the slack. Mac sales have done their part, increasing 40% in fiscal 2007, while iPhone sales appear to lag. Apple projected that it would grab about 1% worldwide handset market share, or about 10 million phones, by the end of this year. At the current run rate, AT&T is on pace to only activate about 4 million iPhones this year. Thus, Sacconaghi expects Apple to have sold only 7 million phones by the end of 2008. "That's pretty sobering," he says. The shortfall could hurt the stock because the analyst expected the iPhone to account for as much as 50% of Apple's operating margin growth by 2009.

-
AVT
Avnet Inc - $27.63
- +1.17%
- $27.44
The Street is either not getting our story, or not believing it yet. Last week, Wall Street started to get it: Thursday, Avnet rose 14%, to $34.73. A nice move, but one that left it still more than $10 off its 52-week high. For tech investors, not a bad place to hide.

-
S
Sprint Nxtel Cp - $3.19
- -1.54%
- $3.24
Some think that Google could take a significant equity stake in Sprint, which would be a lot cheaper than building a new service provider. Another theory: Sprint could be bought out by private-equity investors, perhaps including TPG, which with Goldman Sachs (GS) controls the wireless provider Alltel. In November, the Wall Street Journal reported that Sprint had rejected a proposal from South Korea's SK Telecom and private-equity firm Providence Equity Partners to invest $5 billion in the company and to install Sprint's former chairman, Tim Donahue, as CEO. That was with the stock north of $15. Now it's barely over $9. But the spectrum gets only more valuable over time -- the current auction will provide a good gauge of what it's worth. The stock, in short, is simply too cheap to ignore.

-
HP
Helmerich Payne - $39.11
- +0.39%
- $39.42
The shares, up nearly 45% since the start of 2007, look poised to climb by at least another 40%, even as rivals with older gear are punished.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » John Shier
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone Posted on Nov. 12, 2009 According to CNBC’s “Fast Money” traders, stocks continued to move higher this week, maintaining their strength off the ...
By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
A. take it. unless youre going to hedge
yourself in some way through options its
not worth it to hold past today (which
isnot to say it wont go higher)
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades for Nov. 2, 2009. Read more here. more
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more











Comments not available