Sunday, May 6, 2012

Apple Tree (May 6)

It's a sleepy, cool Sunday morning in the islands. Adding a video (and link) to this list from ZAGG. It's more of a promotional than anything objective, but it's worth a watch if you are long ZAGG. I didn't expect to be long after earnings, but the fundamentalist in me is winning the internal debate. It's the price action that's bizarro, and how that affects weak longs (me included) is a big issue.

Apple Tree
Broadcom (BRCM)

Cirrus Logic (CRUS)

Qualcom (QCOM)

Skullcandy (SKUL)
Fahad Kahlid: Chart by Opinterest (May 2 2012) Cool headsets. CFO quit recently. Never a good thing. 
SKUL down big after today's earnings report. 

Skyworks Solutions (SWKS)

Zagg Inc (ZAGG)

ZAGG: CEO thanks customers (May 4 2012)
Rupert Nicholson (Seeking Alpha): The stock that everybody should be considering (May 3 2012)
Nicholas Pardini (Seeking Alpha): Real numbers do not match reported earnings claims (May 3 2012)

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