Tuesday, July 25, 2006

NTRI, BMHC, TIE, ESV, JBLU

Genrally speaking good results all around.

NTRI is down 20% because the CEO is resigning.

BMHC missed sales and earnings. Revenge of the housingmarket blahs.

TIE is down. The problem with TIE is that it is now 58% owned by Harold Simmons. Time to unwind your positions in TIE.

ESV beat sales and earnings expectations. They expect growth to continue.

JBLU is still struggling with fuel prices.

2 Comments:

Blogger Network Samurai said...

good call on ESV. Bought 40 Jan 2008 LEAPS and am up 40%+

9:57 AM  
Anonymous Anonymous said...

what do you think about REIT sector.. with housing slowing this should be a good short.. some stocks are BXP, ESS, AVB, VNO etc.

9:42 AM  

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