Month: October 2012

Stocktoberfest 2012: The Mosaic Co. (MOS)

Mosaic (MOS)has not enjoyed the move that some of its competitors have over the past several months. Some of that is due to its products, but the overall fundamentals of the company are nothing to cheer about either. Thanks to David O. for sending in this name.

 

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Stocktoberfest 2012: Staples Inc. (SPLS)

There has been a good deal of talk as to whether the office supply companies can continue to exist with their current model. We have seen that there are many companies that can offer similar products and online shopping has become a bigger part of their business models. The discussion...

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Do This Week’s Initial Claims Numbers Debunk Welch?

Initial claims came in much better than expected. In fact, it was a WOW number to say the least. For a while, claims have been hoovering around the 360k mark and while over 300k is not good, it is better than what we have been seeing.

This is going to stir...

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Stocktoberfest 2012: Cirrus Logic Inc (CRUS)

Cirrus Logic (CRUS) skyrocketed after last quarters earnings on 7/30/2012 posting better results than expectations. The trouble with this company is that 59% of their revenues are derived from Apple (AAPL). While in the short-run, it is good to have a customer like Apple who is extremely hot. However, the...

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