Archive for April, 2010

Based on initial evidence of strong pc sales in the first quarter, we expect that continued strong demand for Windows 7 could result in another strong quarter for Microsoft.

Amazon shares could see a nice jump when the ecommerce stock reports their first quarter 2010 results.

While valuation concerns are rising over the stock price, Netflix business appears to be humming along nicely.

There are signs of improvement in Sunnyvale these days.

Investors have come to expect Apple to low-ball their guidance numbers and then easily exceed both their guidance and Wall Street analyst expectations.

Despite exiting the China market, Google appears to have tremendous growth opportunities over the next few years and we would expect its stock price to return to its pre-recession levels.

JPM has delivered eight consecutive quarterly earnings results that have exceeded Wall Street’s consensus expectations.

We are anticipating another strong quarterly performance as various industry sources are pointing to increased demand.

While aluminum prices rose over the course of the first quarter, it is doubtful that the positive effect of these rising prices will be felt until next quarter.