Month: June 2010

For SanDisk (SNDK), Apple’s (AAPL) Tablet Flashes Cash

From Barrons:

What;s god for Apple (AAPL) is good for SanDisk (SNDK).

Apple CEO Steve Jobs says an iPad is now sold every three seconds””and that’s digital music to the ears of SanDisk (ticker: SNDK), which makes the flash memory used in the new tablet computer. SanDisk is the first name in...

Read More

TDI Podcast 165: Harry Dent – Depression Countdown

Guest: Harry Dent, HS Dent and Andrew discuss demographic economics and the countries that are in danger of entering into a prolonged depression. On the top of that list is the U.S. and several other countries that Harry provides details on. The important takeaway from this episode is when this...

Read More

Once Again, Currency Markets Lead Equities

It was a great day for markets and the Euro, until the dreaded downgrade of Greece. More important than the downgrade is the fact that each tick of the Euro/USD appears to move the S&P 500 and other equity indicies.

Perhaps it is the new carry-trade or the fact that there...

Read More

Acme Packet (APKT) – Positioned for Growth from IM, Video and VOIP

Acme Packet, Inc. (APKT) provides session border controllers for Internet service providers. The Company’s products consist of hardware and proprietary software that allow service providers to deliver interactive communications services such as voice over Internet protocol. This is a mid-cap stock with a $1.8 billion market cap. Our...

Read More

Retail Sales – Bad Headline, But Look Deeper for Real Story

The headline appeared and told that it was one of the worst retail sales numbers in months – back to April 2009 for some of the derivations of the actual number ( ex-this, ex-that…) But digging below the surface, we needed to see if the general consumer was on track...

Read More