Posts Tagged ‘stock performance’

We believe that revenues could inch sequentially higher from last quarter’s level, but that probably won’t be enough to move the stock significantly.

We believe that Best Buy will likely expand upon their recent market share gains, but likely still faces challenges from weak consumer demand.

We would expect strong quarterly results and upbeat guidance will lift NSM’s stock price in the near term.

While the company has been able to increase margins by engaging in productive cost cutting, sales numbers have been particularly weak over the last couple of quarters.

While we expect that Pep Boys has benefitted from GM and Chrysler closing hundreds of dealerships across the country, their stock price appears to have risen too high too fast.

We agree with the consensus opinion that last quarter was likely the low point for Ciena. However, our third quarter expectations are slightly above the Street’s consensus as we believe improving customer demand will lead to a sequential improvement over last quarter’s results.

Investors have flocked to ADC Telecom in 2009 as the stock is a great play on both the mobile internet revolution as well as a recovery in China.

The company’s portfolio of consumer products appears to be holding up quite well despite the economic challenges.

Wall Street’s estimates don’t appear to be taking into account the recent stabilization that we are seeing the economic environment. While Medtronic still faces strong headwinds, we are expecting a relatively flat sequential performance from what we saw last quarter.

While sales of Dell computers have been significantly impacted by the economic recession, we believe that IT spending is beginning to show signs of improvement.