Splunk saw a major move since our last meeting, gaining about 14%. In total, we are up in SPLK 82%. They beat expectations from earnings and raised revenue guidance for the year. Top and bottom lines beat analyst expectations. Splunk has added more than 400 customers in Q2 this year, and has more than 6,000 …
Craft Brew Alliance or BREW has done very well for us this past month, rising %22 since our inception. They released earnings, showing a 0.06 cent EPS, last year comparatively was a 0.03 cent EPS. Craft Brew Alliance has ridden along a rally that surrounded other breweries, such as SAM which has risen to $226. …
Beat earnings last week, great P/E, restructured debt, bought back stock, good cash on hand. recommend hold.
NOC was awarded contracts for Global Hawk, LAIRCM, infrared counter measure product, and a major JTEW (Joint Threat Emiter) training simulator for the Air Force, totaling $235 Million. Recommend Hold.
Will E-Cigs effect big tobacco? E-cigarettes are changing the way people consume tobacco and, overall, offer a much bigger savings than traditional cigarettes. Goldman Sachs provided that e-cigs will account for 10 billion in retail sails over the next few years, which amounts to approximately 10% of total tobacco sales. Altria has chosen not to …
The day of the meeting the price for $BTI is 104.72. I remain that this is a great stock to hold in our portfolio because is is largely uncorrelated with the market. 75% of BIT’s business is in emerging markets. This makes up for the declining US tobacco market. Currently, BTI has market leadership in …
History: From all-time high in early 2008 of approximately $130/share, SPWR stocks plunged to approximately $40/share that year and further since bottoming out at a mere $3.90 at the start of 2013. In 2013 SunPower was risen some 500%. The US Military recently announced that it will be spending $7 billion in power purchase …
WFM gears itself up to appeal to the middle and lower classes. Whole Foods has been criticized for its pricey food, catering to well-off non-price-conscious shoppers. However, the company has plans to open a store in low income neighborhood in the south side of Chicago in 2016. The company plans to rely more heavily on its cheaper …
69 million cardholders If you make the average household size to be around 2.5 people, then cardholders represent 23% of all households across the eight counties it has warehouses August sales – 4% increase in comparable sales over August of last year (beat analysts’ expectations of 3.8%) 7% increase in revenue in August 4th quarter …
