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Alan Brochstein

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  • Alan Brochstein
    Is the internet killing $AVP? It sure seems that way in North America
    Mon, 8:54 AM
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    • aholzer: Forced by the facts.AVP made mistake not taking .You assume the new CEO and even the board really is in the know.Looks like roach motel now.
      19 hours ago
    • Alan Brochstein: I have never been involved in the name, but I did recommend it to a client in the pre-market today. It's not quick money though
      19 hours ago
      • Alan Brochstein
        Restaurants are looking interesting to me - $RRGB as a turnaround, $CAKE as a high quality GARP stock with accelerating earnings potential
        Mon, 8:54 AM
        Reply
          • Alan Brochstein
            $HD looks like it's finally cracking - been trading above 50dma since early October
            Mon, 8:48 AM
            Reply
              • Alan Brochstein
                $STJ upgrade by GS today, MS last week - stock is cheap, but Riata cloud still there
                Mon, 8:47 AM
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                  • Alan Brochstein
                    $TW - cheap stock, great chart - did dilutive acquisition today that is probably a good buy on weakness opportunity
                    Mon, 8:44 AM
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                      • Alan Brochstein
                        $PLPC earned 1.50 in Q1 and should earn at least $6.50 in 2012. With no net debt, astounding that the stock is offered at 58.50. Worth 78
                        Fri, 10:42 AM
                        Reply (3)
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                        • Charles Margolis: If their 10 yr stock chart were an EKG diagnosis = Atrial Fibrilation (buy out target tho?) maybe balance position in PLPC with one in MMM
                          Sat, 2:29 AM
                        • Alan Brochstein: I should have said "minimal" net debt - it's 6mm compared to equity of $225mm. They have grown substantially in the last few years.
                          Sat, 8:29 AM
                          • Alan Brochstein
                            Looks like Gold may have bottomed - can't believe how cheap and beaten up $GDX is
                            Thu, 10:09 AM
                            Reply (3)
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                            • suryan: hey Alan why would you call a bottom on GDX? Gold couldnt break thro 1600 today
                              Thu, 12:38 PM
                            • Alan Brochstein: Outside reversal day yesterday. I like it at 43, but I loved it at 54! Ouch!
                              Thu, 12:53 PM
                              • Alan Brochstein
                                $EOG very upbeat on Eagle Ford and Bakken
                                Thu, 9:22 AM
                                Reply
                                  • Alan Brochstein
                                    $CHS sold off on the FOSL debacle but has no European stores
                                    Thu, 9:20 AM
                                    Reply (2)
                                    • Maria Auziliadora: They don't I know that
                                      Thu, 1:08 PM
                                    • Maria Auziliadora: Profit taking
                                      Thu, 1:10 PM
                                      • Alan Brochstein
                                        $DRIV trades at 6 PE adjusted for cash - Soros took stake to 10%
                                        Thu, 9:19 AM
                                        Reply
                                          • Alan Brochstein
                                            $CSCO - what a joke
                                            Thu, 9:18 AM
                                            Reply (1)
                                            • Charles Margolis: At least they have a div. now, -- their Cost of Revenue is going up compared to their gross profit (16% / 3.8%) from 2010 - 2011 I believe.
                                              Thu, 12:47 PM
                                              • Alan Brochstein
                                                $CRDN is very cheap at 25
                                                May 7, 2:58 PM
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                                                  • Alan Brochstein
                                                    Satellite Soap Opera: $DGI and $GEOY are both very cheap
                                                    May 7, 2:55 PM
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                                                      • Alan Brochstein
                                                        $PSMT monthly sales were light - stock was due for profit-taking
                                                        May 7, 2:54 PM
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                                                          • Alan Brochstein
                                                            $MASI profit-taking was more than I would have expected after a solid report
                                                            May 7, 2:52 PM
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                                                              • Alan Brochstein
                                                                $PLPC posted strong earnings - 14% organic sales, 20% operating income... Stock trades <10PE
                                                                May 7, 2:52 PM
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                                                                  • Alan Brochstein
                                                                    $CRK is doing a great job of transforming to a more balanced company. Too cheap in my view.
                                                                    May 3, 9:25 AM
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                                                                      • Alan Brochstein
                                                                        $DGI and $GEOY have full funding for US FY12 (through October) - what about FY13???
                                                                        May 3, 9:24 AM
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                                                                          • Alan Brochstein
                                                                            $INT looks to be a good entry near 40
                                                                            May 3, 9:23 AM
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                                                                              • Alan Brochstein
                                                                                $ANSS sales were light - should knock a bit off the stock
                                                                                May 3, 9:23 AM
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