Archive for June, 2011

Chart Damage in Apple on Above-Average Volume (AAPL)

Apple Inc. (NASDAQ: AAPL) has been the greatest growth story of the last decade.  It has also been the greatest product company of the last decade.  But now it is a company fighting wars on many fronts, and the iPad and iPhone are actually competing for business of Mac sales.  You already know that.  What [...]

Sizing Up Express-1 (XPO, URI)

It is rare to see a day-two run on massive volume that grows even more than on the day the news came out, but that is what we are seeing today in shares of Express-1 Expedited Solutions Inc. (AMEX: XPO).  We wanted to dig in here to see if the run can continue. Late in [...]

Odds-Making: Is Brocade Really Bait For Dell? (BRCD, DELL, CSCO, HPQ)

Brocade Communications Systems, Inc. (NASDAQ: BRCD) is seeing a price and volume spike this morning after an analyst named Paul Mansky at Canaccord Genuity noted that Dell Inc. (NASDAQ: DELL) should acquire the company.  Our own take is that Brocade should have already been acquired, but here it remains an independent company and Cisco Systems [...]