Posts Tagged ‘ Equities ’

Today's weak analysis winner is….

May 6, 2009
By infras

Today’s weak analysis winner is…. None other than Rick Whittington! Mr. W and his $17-regression-line-based-EPS-extrapolation for Micron back in ‘97 will stand in infamy as one of the all-time classic analyst outputs. How soon we forget. Today’s piece, published in the Intelligent Investing (ahem) section of Forbes, ranks right up there! Containing only...
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Top Ten+…. Revisited!

April 15, 2009
By Carl Johnson

Greetings! Okay, this is a revisit but because we are in the throes of earnings season some of these thoughts are worth repeating. This particular note was sent in early March and got passed around quite a bit. Eric Savitz called it a “Magnum Opus”. FWIW….. Opened yesterday morning’s e-mail with stories from...
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Posted in Semiconductor, Semiconductor Equipment, Technology | No Comments »