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- PCs and their makers trying to morph to more - mobile, pads, storage, what next? More M&A - http://bit.ly/aFGWAK $DELL $GOOG $MSFT $AAPL
- Launching The Thematic Investor newsletter - take a look here http://bit.ly/bLO1H7 $KOPN $EQIX $CSCO $CL $K $PG $AAPL $NFLX $RIMM $SVVS $T
- Tune in to Chris Versace on America's Morning News....http://bit.ly/cta0IQ #economy #investing #politics
- $KOPN: Solid 2Q10 Lays the Ground for a Better 2H10 http://bit.ly/bPNFIU
- Getting ready for the July employment report http://bit.ly/aadu2D
- $IIVI Bookings for the quarter increased 120% to a record $125,985,000 compared to $57,245,000 in the fourth quarter of last fiscal year
- Big Lots 2Q revenue comparison rises http://bit.ly/cSdVvJ $BIG
- Smartphone demand drives 54% year-on-year growth in Kopin’s III-V revenue in Q2 http://bit.ly/cGKhkB $KOPN $SWKS
- Commented on: "Universal Display: Showing a Less Than Promising Future" http://soc.li/k0PiaxO $PANL
- Since when does #SmarTrend call EPS upside? showing consensus # is not the same as calling for upside http://bit.ly/9QMdoe $PANL
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Posts Tagged ‘Versace’
Chris Versace, the Thematic Investor and Director of Research at Think 20/20, was recently interviewed by the International Business Times regarding Nokia’s announcement with Intel to open a laboratory focused on developing 3-D capabilities on their MeeGo mobile platform.
Chris Versace, the Thematic Investor and Think 20/20’s Director of Research, will be on America’s Mornings News this Monday (August 9th) morning to talk the economy, the employment situation, double dip prospects, the stock market and investing, and whatever else hosts John McCaslin and Amy Holmes can cook up.
What a difference a week or so makes. July was a pretty good month for stocks and capped off a strong rally that began in mid-May. I say capped off because so far in August, the market, as measured by the Standard & Poor’s 500 index, is down 1.5 percent as I type this. The movement in recent days has been fast and furious, ignited by the growing realization that the economic recovery is losing steam. Hardly news to a regular reader of this column, but the number of concurring data points has grown over the past several days.
Consider the following:
Last week’s July employment report of 131,000 jobs lost was worse than expected.
Non-farm business productivity for the second quarter came in at an unexpected -0.9 percent. This not only marked the first decline since the fourth quarter of 2008, when productivity fell by 0.1 percent, but also was in sharp contrast to the metric for the first three months of the year, which was up 3.9 percent. As I have said many a time, perspective is key, so some context and a quick thought…
Chris Versace, the Thematic Investor and Think 20/20’s Director of Research, will be on America’s Mornings News this Monday (August 9th) morning to talk the economy and the employment report, the stock market and investing, and whatever else hosts John McCaslin and Amy Holmes can cook up.
Chris Versace, the Thematic Investor, will be on America’s Morning News this Monday, August 2, to talk the economy, budget deficits, , housing, unemployment, investing, other financial topics and whatever else hosts John McCaslin and Amy Holmes want to talk about.
The debate between corporate earnings growth and the economy raged this past week as companies such as FedEx Corp., Equinix Inc. and E.I. du Pont de Nemours & Co. delivered significant earnings growth year on year and compared with Wall Street’s expectations.
A notable characteristic of this earnings period thus far is the relatively low number of negative disappointments on the earnings front. The key phrase in that prior sentence is “thus far,” but more on this later. At face value, positive surprises when it comes to earnings are good, but as I have said many a time, we need to dig deeper, below the headlines, to understand what is really going on.
Upon closer examination, more than a few companies delivered better than expected performances for the June quarter on what we would call in-line or only slightly better than forecast revenues. Connecting the dots, this means we need to look at the cost side of the equation - raw materials, services and labor - that has improved for companies. Said another way, companies are reaping the benefits of productivity gains from not only technology but also squeezing incremental productivity from the existing work force.
This morning, Chris Versace, the Thematic Investor, will be on America’s Morning News to talk the economy, budget deficits, Bush tax cuts, housing, unemployment, investing and whatever else hosts John McCaslin and Amy Holmes want to talk about.
Think 20/20’s Chris Versace was quoted in this article that ran in today’s International Business Times and discussed the implications of Nokia-Siemens acquiring Motorola’s Networks business.
For a copy of our full report “Comments on Nokia-Siemens Acquiring Motorola’s Networks Business” please contact customerservice@think2020research.com
Think 20/20 analyst Chris Versace was interviewed in the International Business Times about Nokia selling its wireless modem business to Renesas Electronics.