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33 Resources for

the inflection point

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Rosetta Stone IPO: Good Risk / Reward Trade Below $20
Rosetta Stone: Strong pricing of I.P.O. should mean a good risk/reward trade for the next month Wednesday evening language instructor Rosetta Stone RST priced 6.25 million shares at a stronger than expected $18 a share through an offering lead by Morgan Stanley MS. Pricing had...
Tags: Software, The Inflection Point
External links 2009-04-16
Tri-State Area: A Look at the Economy
By Tom Henderson, Strategist JBH Capital I am always looking for an edge in the markets. I read many different periodicals, attend as many conferences as I can and participate in as many earnings conference calls as possible. Conference calls are particularly helpful as I learn a lot about how...
Tags: US Market, The Inflection Point
External links 2009-07-15
Jinpan International: Getting Ready to Run
Jinpan International Ltd. JST is a China-based provider of industrial electrical equipment. Its products include transformers, switchgear, unit substations and line reactors. The company’s main product line consists of cast resin transformers used in the construction and infrastructure sectors. JST also supplies products for the wind-power application market internationally, a...
Tags: China, The Inflection Point
External links 2009-07-21
Temple-Inland Rises in Anticipation of Positive Earnings
In the early stages of bull markets, certain stocks will often make substantial moves before their earnings power becomes visible. In these situations, the price action clearly displays the market’s discounting mechanism at work – in effect, stocks begin to rise as businesses bottom out, already anticipating better days of...
Tags: Materials/Industrials, The Inflection Point, Temple-Inland Inc.
External links 2009-07-21
interClick Comes of Age: Expect Big Things
Company Background interClick Inc. (ICLK.OB) is an exciting, small-cap internet company poised for substantial growth in the second half of 2009 and into 2010. ICLK operates a next-generation internet advertising network which utilizes behavioral targeting advertising to provide unprecedented Return on Investment (ROI) and scale for...
Tags: Internet, The Inflection Point
External links 2009-07-27
Orexigen Therapeutics: Expect Fat Gains This Year
Last Monday, biotech Orexigen Therapeutics OREX released impressive Phase III trial results for its obesity drug, Contrave. All three studies were successful, easily meeting the FDA requirements on efficacy. The Contrave results also revealed no undue or surprising safety issues, giving the drug a clear runway for FDA...
Tags: Biotech, The Inflection Point, Orexigen Therapeutics Inc.
External links 2009-07-27
JDA Software: Strong Move After Earnings, But Have Patience for Another
Last Monday afternoon JDA Software Group Inc JDAS, a provider of enterprise software solutions, reported stellar earnings by beating EPS estimates by 56% for the quarter. The stock responded in kind last Tuesday morning, gapping up $4 to a fresh 52-week high on a 500% increase in volume. ...
Tags: Software, The Inflection Point, JDA Software Group Inc.
External links 2009-07-27
Omnivision Technologies: What Do the Shorts Know?
Omnivision Technologies OVTI is a semiconductor company which designs, develops, and markets image-sensor devices. Its CameraChip image sensors capture and process images, helping to convert an image or video stream onto such consumer applications such as cellphones and laptops. Since its stock topped out in late 2007, the company...
Tags: Chip, The Inflection Point, OmniVision Technologies
External links 2009-08-24
Chicago Bridge & Iron Looks to Benefit from Increased Emerging Market Energy Infrastructure Activity
As the long term outlook for the global economy has greatly improved over the past few months, the freeze in new energy infrastructure build out has shown signs of thawing. Companies within the engineering and construction sectors have recently reported increased bidding activity within the sector in Asia-Pacific, the...
Tags: Materials & Industrials, The Inflection Point
External links 2009-08-31
Picking Up Pier 1 Ahead of Earnings
Since bottoming at $.15 cents in March, Pier I Imports PIR stock has rallied over 1500% to its current price of $2.6 a share. Earnings are due on the 17th and we feel that PIR may be worth a very small allocation into the numbers for the following reasons. First...
Tags: Retail, The Inflection Point, Pier 1 Imports Inc.
External links 2009-09-13
Encouraging Progress for interClick
Barron’s cover story this past weekend focused on the bottoming process in the advertising industry and how the internet should continue to receive ad dollars previously dedicated to print media. While stalwarts like Yahoo YHOO and Google GOOG can be expected to see a pick-up in their search...
Tags: Internet, The Inflection Point
External links 2009-09-15
iGo Inc. Powers Up Impressive Gains
Portable power-solutions provider, iGo Inc. IGOI, appeared on our radar this past week after it announced a partnership with Verizon Wireless VZ to sell its new iGo Netbook Charger in 2,400 stores across the country. The chargers are lightweight, ultra-portable and utilize a patented tip technology allowing users to power-up...
Tags: Hardware, The Inflection Point, Verizon Communications Inc., Verizon Wireless
External links 2009-09-22
Other Comprehensive Income: The Earnings Statement Nobody on Wall St. Knows About
Class, there is this second income statement called “Other Comprehensive Income” or O.C.I. that public companies use, that is usually placed deep in the 10–K, that could impact reported earnings, and that most on Wall Street were unaware of. by The Inflection Point
Tags: Financial, The Inflection Point
External links 2009-10-04
Misplaced Fiduciary Duty: Why BofA's Lewis Failed
By Tom Henderson, Strategist JBH Capital Ken Lewis, the CEO of Bank of America BAC, will be relinquishing his position as CEO before the end of the year. What went on behind the scenes that led to his ouster will remain unknown, at least for the time being. There is...
Tags: Financial, The Inflection Point, Bank of America Corp., J.P. Morgan Chase & Co.
External links 2009-10-05
Nova Measuring: Pullback Seems Overdue
Nova Measuring Instruments NVMI is an Israeli-based, semiconductor equipment maker with a hot new product that is gaining market share on competitors and securing additional clients via new contract wins. With $14M in cash on its balance sheet and a streamlined cost-structure in place, NVMI should return to profitability in...
Tags: Chip, The Inflection Point, Nova Measuring Instruments Ltd.
External links 2009-10-07
Lawson Software: What to Expect from Q4 Earnings
Below is my analysis of Lawson Software LWSN ahead of Q4 earnings. Date/time of earnings release: by The Inflection Point
Tags: Software, The Inflection Point, Lawson Software Inc.
External links 2009-07-09
Analyzing Alcoa Ahead of Earnings
Written by Andrew Florio, analyst for The Inflection Point. Consensus estimates for the reporting quarter: by The Inflection Point
Tags: Materials/Industrials, The Inflection Point, Alcoa Inc.
External links 2009-07-08
AMAG Pharmaceuticals: Straddle Options Position Not for the Faint of Heart
On Monday, the FDA will finally cast its vote on whether or not to approve AMAG Pharmaceuticals's Feraheme, its intravenous iron supplement to treat anemia. After resolving the FDA's issues about its manufacturing plant, AMAG has a 95% chance of approval according to Leerink Swan heading into Monday. The...
Tags: Biotech, The Inflection Point, AMAG Pharmaceuticals Inc.
External links 2009-06-28
Strength in Amazon Cannot Be Ignored
After downgrading [[AMZN]] at $52 on November 5th, Citigroup changed its rating yesterday morning to a buy with a $97 price target. While it is hard to get behind an analyst who has been so wrong on a name, the strength in AMZN cannot be ignored. With the...
Tags: Gadgets, Internet, The Inflection Point, Amazon.com Inc.
External links 2009-04-21
Novavax: Swine Flu Vaccine Maker's Shares Surge
On Sunday, U.S health officials declared a public health emergency after confirming 20 domestic cases of the swine flu disease. Eighty people have died from this disease in Mexico and over 1,300 additional Mexican people have been infected with it. American health officials are deeply concerned as some...
Tags: Biotech, The Inflection Point, BioCryst Pharmaceuticals Inc., Novavax
External links 2009-04-26