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Daily Commentary

Topics for Daily Commentary – Jan 27, 2012:

  • SCSC - 2Q Review – Good Q – Poor Guide – Moving to a Negative View on Valuation
  • Nokia (NOK, Neutral) – 4Q Upside Fleeting, Guidance Very Cautious, Forward Numbers Coming Down, Expect Some Near-Term Weakness, Focus Shifts To Mobile World Congress And AT&T Launch
  • ELX/QLGC Review
  • AEIS: Q4 Preview; Reiterate Negative Stance
  • LPL Quick Look
  • Seagate Raises Dividend, Adds to BuyBack
  • SOLAR: Solutia (SOA) is being acquired by Eastman Chemical
  • Samsung Electronics - Quick Look
  • LPL Call Follow-Up

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Daily Files

Latest Reports

Jan 27, 2012 LPL Call Follow-Up
Jan 27, 2012 Samsung Electronics - Quick Look
Jan 27, 2012 SOLAR: Solutia (SOA) is being acquired by Eastman Chemical
Jan 27, 2012 Seagate Raises Dividend, Adds to BuyBack
Jan 27, 2012 LPL Quick Look
Jan 27, 2012 AEIS: Q4 Preview; Reiterate Negative Stance
Jan 27, 2012 ELX/QLGC Review
Jan 27, 2012 Nokia (NOK, Neutral) – 4Q Upside Fleeting, Guidance Very Cautious, Forward Numbers Coming Down, Expect Some Near-Term Weakness
Jan 27, 2012 SCSC - 2Q Review – Good Q – Poor Guide – Moving to a Negative View on Valuation
Jan 26, 2012 Corning (GLW) - 4Q Follow-Up It’s All Out There Now – Reiterate Positive View
Jan 26, 2012 Quantum Review
Jan 26, 2012 Qlogic – Preview
Jan 26, 2012 LSI Review - Upgrading to Positive
Jan 26, 2012 ELX Reports Tonight
Jan 26, 2012 SOLAR: Repeat headlines of German subsidy cuts reinforce negative headwind
Jan 26, 2012 Nokia (NOK, Neutral) 4Q11 Results – Quick Take Ahead Of The Call
Jan 26, 2012 SCSC - 2Q Preview - Watching Europe
Jan 25, 2012 Brightpoint (CELL, Neutral) – If You Only Read One Earnings Preview On CELL
Jan 25, 2012 M-Flex (MFLX, Positive) – If You Only Read One Earnings Preview On MFLX
Jan 25, 2012 Aviat Networks (AVNW, Positive) – If You Only Read One Earnings Preview On AVNW