EBAY - Sold the entire position today at 42 flat. That was a position from long ago with an effective basis of 37.11.
Fortune Brands (FO) - Ran up a little today, probably due to an upgrade by FTN Midwest Research to Buy. The firm's FO analyst, Eric Brosshard, has been bullish on the company for a while... so, now that I think about it, it is probably a reiteration of a Buy rating.
Apple (AAPL) - Under fairly heavy selling pressure today. The most likely reason for this drop is a research note by Shaw Wu of American Technology Research. In his note, he writes about how he “overestimated the uptake of Windows Media in digital music," and also how he believes that the "Windows Media and its PlaysForSure DRM could emerge as a legitimate number two player.” Been playing around a bit with AAPL, but continue to hold the original position, which now has an effective cost basis of 73.32.
American Eagle Outfitters (AEOS) - The stock's been doing well recently. Yesterday's same store sales figures showed a solid jump of 11.4% handily exceeding consensus estimates of 7.4%. The street expected more, I suppose, as the shares are trading down roughly 4% this morning.
No comments:
Post a Comment