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  1. RSH: Dell Shacking Up With RadioShack?

    http://stockmarketbeat.com/blog1/2008/04/25/rsh-radioshack-dell-shack/

    Somehow I missed this early in the week. Hat tip to Todd Sullivan’s - ValuePlays: Apparently on Monday there was heavy call buying in RadioShack (RSH) - ironically a day I was writing puts on the name. Rumor is that Dell (DELL) is kicking the tires. It would be an easy way to get into retail in a bigger way. …

    20 days ago

  2. WFR: MEMC’s Problems Continue

    http://stockmarketbeat.com/blog1/2008/04/25/wfr-memcs-problems-continue/

    MEMC (WFR) reported first quarter net sales of $501.4 million versus fourth quarter 2007 net sales of $535.9 million and first quarter 2007 net sales of $440.4 million. Non-GAAP diluted EPS, excluding warrants, was $0.84 per share, compared to the consensus analyst estimate of $0.85. …

    20 days ago

  3. RS: Reliance Steel, Reliable Cash Flows

    http://stockmarketbeat.com/blog1/2008/04/23/rs-reliance-steel-reliable-cash-flows/

    My latest column is up at RealMoney. It is a bullish piece about Reliance Steel (RS - Annual Report). Prices for sheet metal work have been rising, and the durable goods orders show a rising trend. Over the last 12 months, free cash flow (cash flow from operations less capital expenditures) has come in at $540 million, or 12.2% of Reliance’s current market capitalization. …

    22 days ago
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    168 days ago in Disclaimer | Stock Market Beat · Authority: 6