Weekly Check Under the Hood - Performance & Musings
All in all, it was another vertigo-inspiring week of ups and downs in the global markets. More of the same for me - smatterings of sleep while various sets of numbers fight for the limited real estate left in my brainpad. On the plus side, I did register the modest achievement of memorizing the names [...]
Interesting Performance from Corning (GLW) this Week
Shares of Corning (GLW) have been holding up surprisingly well considering that Philips NV warned on slowing TV sales yesterday, and Samsung reiterated this morning.
Samsung is a the world’s largest maker of LCD TV’s, and as good a bellwether for the HD industry as you’ll find. Their joint venture with Corning was about the only [...]
Philips Electronics Posts Weak Net Earnings; Corning to Lag (GLW)
For the most part, Asian and European markets are markedly higher this morning. Shanghai index was up 3.5% and the Hang Seng surged over 10%. Again, these gains are all relative, and coming off much smaller bases.
Philips NV however reported a sharp miss in revenues for the 3rd quarter, noting weakness in TV sales. This [...]
Adding Corning to Secular Trends Portfolio (GLW)
I’ve been a fan of Corning ever since they were scraping along at the $3 level following the Great Glass Glut of 2000. They made it through that period of time by just a whisker, or a strand of fiber if mixing analogies is your thing (I will tend to do just that, so I’ll [...]
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