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July 21, 2009
Natural Gas – Part I
Getting Close! Cheap, but could get cheaper as storage levels build up in
the next few months… Spike coming in winter?
Report

April 25th, 2007
Cascade Microtech, Inc. (CSCD; $13.30)
Q1 beats Street by a penny; Closed acquisition expected to be accretive by 2H-07 and bump up Gross margins. Reiterate Buy.
Report

April 19th, 2007
Linear Technology Corp. (LLTC; $36.04)
Q3 beats top-line and meets bottom-line consensus; $3B accelerated share repurchase announced – 30% of market cap; guides to 3-6% top-line growth in calendar Q2-07. Reiterate Buy.
Report

April 17th, 2007
Intel Corp. (INTC; $22.30)
Q1 profit up 19% on tax benefit. Sequential gross margin improvement and guidance for more improvement in 2H07 implies market share gains. Reiterate Buy.
Report

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