Sunday, July 29, 2012

Authen Tec Acquired By Apple

originally posted this weekend at Equities Research

7/28/2012Authen Tec, Inc. (NASDAQ: AUTH) announced yesterday they will be acquired @ $8.42 by Apple Computer. Stockdiagnostics upgraded AUTH @ $3.02 on November 16,2011 after the company reported 3rd quarter financials for the period ending September 30,2011. Since the upgrade 8 months ago shares are up 179%.
<click to AUTH Stockdiagnostics OPS chart
<click to AUTH Stockdiagnostics FCF chart



Netsuite, Inc (NYSE: N) closed the week @ $56.95. Stockdiagnostics upgraded N @ $14.59 on March 22,2010 after the company reported FY2009 4th quarter financials for the period ending December 31,2009. Since the upgrade 28 months ago the shares have gained 290%.
<click to N Stockdiagnostics OPs chart 4 quarter
<click to N Stockdiagnostics OPS chart 20 quarter
<click to N Stockdiagnostics OPS chart 5 year
<click to N Stockdiagnostics FCF chart 20 quarter
<click to N Stockdiagnostics FCF chart 5 year
<click to N Stockdiagnostics OPS chart
<click to N GFNN news story




and other great charts

7/29/2012

Abbott Laboratories  $66.39

<click to ABT Stockdiagnostics FCF chart 20 quarter




Automatic Data Processing, Inc  $57.60

<click to ADP Stockdiagnostics FCF chart 20 quarter



Amgen Inc.  $83.92

<click to AMGN Stockdiagnostics FCF chart 20 quarter



Berkshire Hathaway Inc   $127,735.00

<click to BRK-A Stockdiagnostics FCF chart 20 quarter



The Cheesecake Factory Incorporated   $33.89

<click to CAKE Stockdiagnostics FCF 20 quarter



Crown Castle International Corp    $61.69

<click to CCI Stockdiagnostics FCF chart 20 quarter



eBay Inc    $45.22

click to EBAY Stockdiagnostics FCF chart 20 quarter



General Electric Company   $20.92

<click to GE Stockdiagnostics FCF chart 20 quarter



Gap Inc.     $29.91

click to GPS Stockdiagnostics FCF chart 20 quarter


The Home Depot, Inc    $53.71

<click to HD Stockdiagnostics FCF chart 20 quarter



NetScout Systems, Inc   $23.70

<click to NTCT Stockdiagnostics FCF chart 20 quarter


Quest Software Inc   $27.96

<click to QSFT Stockdiagnostics FCF chart 20 quarter


Sprint Nextel Corp.   $4.31

click to S Stockdiagnostics FCF chart 20 quarter

Thursday, July 26, 2012

Performance of Stockdiagnostic Downgrades

Today's posts were originally published at Equities Research

Closing prices as of yesterday.


Companytickerdate Downgrade$ CloseTime% Return
NeurogesX, inc.NGSX11/24/2010$5.88 $0.22 20m96%
SuperValu, IncSVU1/19/2010$13.32 $1.73 30m87%
Amtech SystemsASYS2/16/2011$24.43 $4.30 17m82%
STR Holdings, IncSTRI5/10/2011$16.35 $3.34 14m80%
Ivanhoe Mines LtdIVN4/4/2011$27.60 $8.02 15m71%
Century AluminumCENX5/16/2011$16.05 $5.63 14m65%
Echelon CorporationELON3/21/2011$8.64 $3.14 16m63%
Sony CorporationSNE8/24/2010$28.07 $11.26 23m60%
Office Depot, Inc.ODP4/29/2011$4.31 $1.79 15m58%
SkyWest, Inc.SKYW5/16/2011$15.17 $6.81 14m55%
Schnitzer Steel Ind.SCHN7/5/2011$56.99 $26.04 1yr54%
Panasonic Corp.PC8/15/2011$10.63 $6.19 11m41%
Duckwall-Alco StoreDUCK4/21/2011$12.61 $7.46 15m41%
Weatherford Int'lWFT5/16/2011$19.32 $11.67 14m39%
Tellabs, inc.TLAB5/12/2011$4.68 $2.96 14m37%
Xerox CorporationXRX5/6/2011$9.99 $6.38 14m36%
Ford Motor Co.F2/24/2012$12.18 $8.97 5m26%

Tuesday, July 24, 2012

Renna Warning on Under Armour Mentioned on CNBC-TV (Herb Greenberg)

Short Sell of Under Armour $52.79 close July 24,2012
click link to view my warning being mentioned on CNBC TV today
http://video.cnbc.com/gallery/?video=3000104923


Wednesday, July 18, 2012

Chanos Sees Cash Flow Declining at HPQ

Today Jim Chanos came out on CNBC TV and highlighted to the world the declining Cash Flow at Hewlett-Packard.

Below are two charts of HPQ's quarterly operating cash flow statistics showing their recent declines.
click to HPQ Stockdiagnostics 20 quarter OPS chart
click to HPQ Stockdiagnostics 20 quarter FCF chart
click to HPQ Stockdiagnostics Long Term OPS & FCF Growth Tables


Chanos from CNBC transcript in video link:
"those acquisitions have enabled them to maintain a revenue base and see a declining cash flow base. those are maintenance capital expenditures or maintenance r & d hidden as acquisitions. and when you value the company, when you begin to look at the fact that this company has purchased its r & d, capitalized it, if you will, r & d is normally expensed, you begin to see a totally different picture. look at the middle of the left table which shows you that the free cash flow four buybacks and dividends, but after cap and acquisitions a much different animal and has turned negative. in addition, the balance sheet has been destroyed here. all right"


A look at today's morning posts at Equities Research with recent Stockdiagnostics Downgrades.


company
ticker
date
 Downgrade
$ Close
Time
% Return
HUSA
5/23/2011
$17.25
$1.06
14m
94%
FSLR
5/10/2011
$128.51
$14.46
14m
89%
TSTC
12/2/2010
$11.10
$1.71
18m
85%
SVU
1/192009
$13.32
$2.28
30m
83%
NOK
8/25/2011
$8.17
$1.69
15m
79%
SPWR
5/18/2011
$21.10
$4.42
14m
79%
STRI
5/10/2011
$16.35
$4.15
14m
75%
AIXG
3/7/2011
$42.31
$12.91
17m
70%
RIMM
9/26/2011
$21.68
$6.92
10m
68%
SCIL
3/16/2011
$3.00
$1.05
16m
65%
SNMX
5/16/2011
$5.92
$2.18
14m
63%
GrafTech International,Inc.
GTI
5/2/2011
$22.57
$8.88
4m
61%
ISNS
4/4/2011
$13.50
$5.25
16M
61%
SNE
8/24/2010
$28.07
$12.30
23m
56%
PMFG
5/24/2011
$18.00
$8.00
14m
56%
MT
5/16/2011
$31.92
$15.06
14m
53%
AA
4/25/2011
$16.67
$8.28
17m
50%
TIE
5/13/2011
$18.86
$11.09
14m
41%