Sunday, June 10, 2012

Barron's Recap - The Week Ahead

(Z)  Zillow's shares seem overvalued given its decelerating growth, Barron's reports
(ESRX)  Express Scripts could return to $60/share, Barron's reports
(ERIC) Ericsson is benefiting from the growth in data transmission, Barron's reports
(TWX) Time Warner looks like a 'good bet', Barron's says
(MCD) McDonald's long-term investors should see "juicy returns", Barron's says Great Trade Long On Friday's same store weakness. Fridays AM Blog post mentioned we were long on this event pre market - Mickey Dee's traded up nicely all day for handsome profit's.
(TPX) A Return Visit To Earlier Stories: The Nightmare At Tempur-pedi
(GLW) Barron's(6/11) The Striking Price: Raise A Glass To Corning - New paper thin glass announced Already, Corning's Gorilla Glass is used in 750 million devices, including the Galaxy S III smartphone from Samsung.  Apple's (AAPL) iPhones also reportedly use Gorilla Glass. Maybe  Corning's customers will use Willow Glass in new devices.
(FB) WSJ (6/11) Days Of Wild User Growth Appear Over At Facebook Jun 10 at 19:55

COVER STORY: Barron's Roundtable panelists see gains for careful stockpickers
  Some Roundtable panelist picks: WFC, PFE, GIL, EMR, JPM, TMO, MSFT, JNPR, MUR, QCOM, TCAP, SI, SNY, GET, K, SMBL, PBY, NFG, GG, XRX, CVA, AEM, HL and Gold.

       8:30   May Retail Sales                       -0.2%         0.1%
      10:00   April Business Inventories              0.3%         0.3%
Th   8:30   May CPI                                -0.2%         0.0%
F     9:15   May Industrial Production               0.1%         1.1%
       9:15   May Capacity Utilization               79.2%        79.2%
       9:55   June Michigan Sentiment                77.5         79.3

DISCLOSURE: No Relevant positions

Thanks for checking and have a great week trading - Feel free to contact me regarding trading services, education and access to my daily online broadcast.

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