Archive for March, 2008
AuthenTec - Downgrade to HOLD: Insider Selling, Litigation, Product and Earnings Update
After tearing through AuthenTec’s (Nasdaq: AUTH) latest 10-k filing, doing some number crunching, and evaluating both the overall market and the semiconductor sector, and recent company developments at AuthenTec, I have changed my investment thesis to a HOLD for the time being.
If you own shares in AuthenTec, as do I, hang onto them.
If you don’t own shares, nibble at today’s prices, but be advised that a stagnant or declining share price could be in the cards for the next quarter or two.
Here’s Why: Read the rest of this entry »
AAR Corp. Reports Record Q3/2008 Sales, Earnings, Beats Estimates, Makes Acquisition
Well, here we go again: AAR Corp. reported earnings after the market closed on March 18th, 2008, and needless to say, my investment thesis is playing out just as expected with AAR reporting another quarter of record revenue and earnings, while beating analysts estimates on both the top and bottom line.
I’ll give a more detailed breakdown of AAR Corp.’s earnings, margins, etc., but I wanted to provide some quick numbers, and conference call and earnings highlights, as well as talk about their latest acquisition. Read the rest of this entry »
PeakStocks.com Portfolio Recommendations
It’s now easier than ever to decide what actions to take on the stocks you currently hold, or positions you are thinking of starting based on the recommendations on PeakStocks.com.
It can be daunting deciding where to start, which stocks you should invest in right now, what price is considered a “fair” price, etc.
What if you could only buy one stock, which stock do I feel is the best place to put your money right now?
To answer all these questions, I have created a widget on the left-hand side of every page titled: “PeakStocks.com Portfolio Recommendations”.
If you are new to the site, or haven’t visited in awhile, I created this recommendation widget so you can quickly see which stocks I am currently recommending to buy, sell, or hold. Read the rest of this entry »
uWink Continues to Execute
Awhile back I had said that uWink has been quiet for awhile, and that I expected some announcements from the company shortly.
Well, uWink certainly delivered with a couple of new deals that further strengthen their restaurant side of the business, and more importantly, their software and content side of the business.
I’ll go over these two developments as well as update you on the progress of their new restaurant openings, and important notes regarding the company. Read the rest of this entry »

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