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.
at

2 comments:

  1. Network Samurai9:57 AM

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

    ReplyDelete
  2. Anonymous9:42 AM

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

    ReplyDelete