Author: Andrew Horowitz

Links and Reading for January 5th

Some of the more interesting and important items for January 5th :

ESPN, Discovery to launch 3-D TV networks – Nice!
Pending Home Sales – Down How Much? – As we has been expecting, there was a heavy hangover from the temporary rush for the tax credit for home-buyers that would...

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Joyous about Joy Global (JOYG) – Hitting Buy Point

Joy Global (JOYG) has been benefiting from the latest run up in commodity pricing. As they are also very closely related to the coal industry, the news of better than expected factory orders in the U.S. and the ever expanding manufacturing in China has played well with the...

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Pending Home Sales – Down How Much?

As we has been expecting, there was a heavy hangover from the temporary rush for the tax credit for home-buyers that would be noticeable over the next couple of months. That couldn’t have been more accurate as expectations called for -2.0% and came in -16.0% on a month-over month basis.

That,...

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Links and Reading for January 4th

Some of the more interesting and important items for January 4th :

Is 2010 the year of wireless congestion? – Now what? Limits on usage? Spectrum additions?
Natural-gas ETF burned investors in 2009 ETF Investing – Better late than never I suppose. WAY LATE. May be time to buy then….. :-)Read More

Barron’s – Helping Rackspace (RAX) to Vault Higher

A good story about a somewhat old story in Barron’s this weekend. The “Cloud” will be something to seriously contend with the author believes and cites a few companies that may see significant financial benefit from the upcoming mass-adoption.

Too bad that Rackspace (RAX) was left out as they are one...

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