COGNIZANT TECHNOLOGY (CTSH) SWIMMING AGAINST THE CURRENT

Cognizant Technology (CTSH) reported %0.72 vs $0.66.   Cognizant sees FY11  EPS of $2.98 vs consensus of $2.78.   Cognizant is an IT outsourcer  with most of its operations concentrated in India.  The Indian rupee is getting stronger against euro and U.S. dollar.   Wages in India are also rising

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DEBT CEILING: WHAT TO DO NOW

After studying the details of the debt ceiling deal, here is a list of action items that all investors should consider: Short sell nursing home stocks. On our radar screen are Skilled Healthcare Group (SKH), Sun Healthcare Group (SUNH), and Kindred Healthcare (KND). Buy banks with strong treasury exposure. On

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SHORT SELLING SILVER (SLV) AGAIN: DEBT CEILING AGREEMENT

We are short selling silver (SLV) again. The trigger is the agreement on debt ceiling. Since the only convenient market open is the futures market, we short sold near term silver futures contract at $39.82. The debt ceiling uncertainty has added about $2.50 to the price of silver. The world

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AKAMAI (AKAM) SLUMPS POST EARNINGS

Akamai (AKAM) reported Q2 EPS 35c  vs. consensus 36c.  Q2 revenue   for Akamai were $277M vs. consensus $277.98M. : CEO of Akamai said, ‘œWe’ve seen our topline growth slow down, driven primarily by the pricing and traffic dynamics in our media and software delivery businesses. And we’ve encountered a

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BAD QUARTER FROM JUNIPER (JNPR) SIMILAR TO CISCO (CSCO)

Juniper (JNPR)   reports a bad quarter.       Juniper reports Q2 EPS 31c  vs. consensus 34c. Juniper reports Q2 revenue $1.12B vs. consensus $1.15B . Juniper sees Q3  EPS 26c-30c  vs. consensus 38c  and  Q3 revenue $1.07B-$1.12B vs. consensus $1.22B The CEO of Juniper  said, ‘œJuniper’s results reflect

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EXPRESS SCRIPTS (ESRX) BUYS MEDCO HEALTH SOLUTIONS (MHS)

Express Scripts (ESRX)  is buying its larger competitor Medco Health Solutions  (MHS).   Express Scripts  is a pharmacy benefit manager.   The Wall Street likes the deal and currently  Express Scripts  is up over $3.00.   Our analysis shows that there may be serious anti trust issues here that the

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INTEL CORPORATION (INTC) EARNINGS

Intel Corporation (INTC) reported upside financial results and guidance    in spite of  weak consumer PC trends and   ‘œiPad effect.’   People buying tablets instead of laptops is called ‘œiPad effect.’ The   excellent financial performance is attributable to Intel Corporation    firing on all cylinders, success of  Sandy

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AI is power hungry. Investors will make a fortune from nuclear power for AI.
Get the list of 12 nuclear power stocks to grab your share of the profits.

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