1 189 $CAMP call: rev –20%, eps –16c v –2c y-o-y; 6-10c loss next qtr, profitability 2H’10; satellite growth; smart-grid utilities hottest now Thu Jul 09 23:55:21 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2559127625 17556700 web CAMP $COMS call: rev –8%, eps 5c vs –41c y-o-y; doing well with customers doing more with less; doing well in China; generally positive Thu Jul 09 22:16:29 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2557758924 17556700 web COMS $AA call: cash sustainability program encouraging positive cash flow; China encouraging, Russia dimmer; demand signs are picking up Wed Jul 08 22:15:22 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2539914890 17556700 web AA $AA report: eps –26c v +66c y-o-y, sales up sequentially; seeing some recovery; cost-cutting still priority; very positive, pending comments Wed Jul 08 21:03:14 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2538850587 17556700 web AA $AXAS merger: proposed Abraxas Energy rollback undoes ’07 spin-out; creates more “oily” profile, scale, diversification, financial clarity Wed Jul 08 01:49:58 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2525110550 17556700 web AXAS $GBX call: rev –36%, eps 3c v 49c y-o-y; debt covenants more accommodative; cycle reversal can come quickly; positioned to ride out weakness Wed Jul 08 01:00:18 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2524397837 17556700 web GBX $VIMC call: rev $22m v $25m, eps –24c v –3c y-o-y; guided rev $18-19m; targeting mobile multimedia cost advantage: $143m cash Mon Jul 06 21:45:51 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2503546890 17556700 web VIMC $DDR investor day: deleveraging is high priority; new leaders encouraging; new debt capital very available: average 5+ years for $185m Thu Jul 02 13:25:36 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2436726573 17556700 web DDR $DDR investor day: 90.7% occupancy is down from 95.7% historical average; re-tenanting spaces mostly left by retailer failures Wed Jul 01 23:25:51 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2428095698 17556700 web DDR $LNN call: farmers conservative about equipment, but have credit; net cash position up $50m; believe 4-7% trend growth is achievable; upbeat Wed Jul 01 21:43:01 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2426695887 17556700 web LNN $MKC call: eps +8%, sales +16% y-o-y; acquisitions added 13% growth; pricing strength important to sales growth; reaffirming 2-3% growth Thu Jun 25 22:49:11 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2334133153 17556700 web MKC $BBBY call: cost cuts offset slump to allow 30c eps, sales up 2% y-o-y; reaping Linens’n’Things loss; cut advertising, staff, promotions Wed Jun 24 22:25:12 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2317308757 17556700 web BBBY $XRTX call: eps –33c vs 7c, rev –27%; some capex increases among customers; rev decline attributable to NTAP partnership; SaaS, SSD growing Wed Jun 24 22:00:07 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2316994112 17556700 web XRTX $CFI call: eps 13c vs 16c, sales –25% y-o-y; halved debt; business stable; housing concerns cloud outlook; positioning for improvement Wed Jun 24 20:28:58 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2315791976 17556700 web CFI $OMN call: eps 12c vs –19c, sales –27% y-o-y; outlook “profitable”; seeing rising raw materials prices; working to overcome demand challenge Wed Jun 24 19:27:03 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2314925506 17556700 web OMN $APOG call: rev –24%, eps –25% y-o-y; backlog flat; expect rev –15% or so, but profitable; green stimulus will help; tight margins likely Wed Jun 24 18:47:02 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2314381900 17556700 web APOG $JBL call: end-market stability; stronger balance sheet; rev –16%, eps -14c vs +19c y-o-y; outlook flat rev, slight eps gain; uninspirimg Tue Jun 23 23:17:02 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2302061069 17556700 web JBL $CMC call: China, not US, stimulus working for company; high hopes for Slovak, Polish mills; outlook flat; acquisitive at lower prices Tue Jun 23 19:16:42 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2298921541 17556700 web CMC $FMCN call: rev –24%, eps –4c vs –42c y-o-y, acquisition by SINA delayed; outlook for Q2-Q3 rebound, with further stimulus, but shaky Mon Jun 22 20:01:30 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2283751864 17556700 web FMCN $PIR call: eps 32c vs 37c y-o-y; reduced inventory; repurchased debt; closing stores; traffic improving; sales declines slowing Mon Jun 22 18:21:44 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2282432563 17556700 web PIR $DFS call: slowing job losses encouraging; cashback bonus should benefit in new environment; rebalancing needed: prime-plus variable rates Fri Jun 19 00:13:33 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2230517779 17556700 web DFS $DFS call: vol –4%, eps –10% y-o-y; delinquency improvement good amid unemployment rise; card act brings clarity; TARP repayment not urgent Fri Jun 19 00:11:44 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2230496597 17556700 web DFS $RIMM call: hmmm; abrupt end to call; tone of the RIMM was defensive, especially regarding enterprise; peak may have passed; good for AAPL Thu Jun 18 22:02:18 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2228908065 17556700 web RIMM $RIMM call: rev +84%, eps +25% y-o-y; outlook flat to slightly up; enterprise adds –30%; claims Android, iPhone, Pre “mismatched” comparison Thu Jun 18 22:00:19 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2228880979 17556700 web RIMM $PRGS call: eps beats by 1c; guided flat next quarter, raised full year slightly Thu Jun 18 15:52:57 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2223928498 17556700 web PRGS $WBD call: profit down due to ruble but above estimates; using cost cuts to keep up with recession’s impact; not sacrificing margins Thu Jun 18 15:06:32 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2223306065 17556700 web WBD $IHS call: rev +14%, eps +35% y-o-y; strongest growth in Asia; outlook 12-16% rev growth; patient acquirer; environmental business great Thu Jun 18 02:27:50 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2216422947 17556700 web IHS $ATU call: sales –35%, eps –31c vs +60c y-o-y; drop due to global contraction; energy segment best; no stimulus impact yet; guided flat Wed Jun 17 16:37:54 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2208789497 17556700 web ATU $SMTS call: eps –33% y-o-y; extending distribution agreement with Covidien; guided rev down to flat; economy, not competition, is challenge Wed Jun 17 14:52:05 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2207384918 17556700 web SMTS $ADBE call: rev –20%, eps –40% y-o-y; CS4 rev –20% vs CS3 cycle; weak Europe; iPhone cooperation lacking; guidance uninspiring Wed Jun 17 13:53:42 +0000 2009 he_ro http://a1.twimg.com/profile_images/65167956/rdt_tux_shoot_small_normal.jpg 2206673523 17556700 web ADBE