Friday, June 6, 2008

TSL beat by 3 cents...facing margin pressure....

TSL beats on both top & bottom line.....

Sales $120.7 million vs consensus of$116.93

EPS 51 cents vs consensus of 48 cents....

Margins are under pressure 25.8% in Q1 vs 27.2% in Q4

Guiding Margins LOWER for rest of 2008 to 23 to 25 %

Sales projected for 2008 $770 to $808 million vs consensus of $756.4

BLOG does NOT give buy or sell.

Saleem

8 comments:

madmax said...

Good Morning Saleem

CNBC MS talking $150 oil by July.....

AAPL has big doing on Monday June 9, should we use trailing stop or sell and wait for the typical sell off that occure after the conference.
thoughts??

THanks a lot

Stocks100 said...

Hi Madmax,

High Oil is good for solar.....

AAPL..i will be selling below $200.....Will keep an eye on tape.

Yes...there IS a chance of sell on the news.....but it all depends..how excited analyst get and push AAPL monday AM....

I say wait till monday open & then decide what to do with AAPL..imho

Saleem

madmax said...

SALEEM

I got stopped out of my oil plays
RRC and CHK still made over $800 smackers. But Not selling at the days high hurt.
I still got some PQ; a nat gas play at $24.98 share

SOL was flying earlie on...
Go solar go SOL
Regards

Stocks100 said...

Hi Madmax,

$800..not bad on a down day !!!

SOL will save us.

Saleem

Anonymous said...

Max,

Take a look at NOG, I think its going to be a goody.

Victor

madmax said...

VICTOR

That stock is (NOG) is not my cup of tea, I like profits and a track record of earnings, very low share price I like em above $20 per share, more mutual fund interest!

Look at PQ it has it all.
Also consider the following CHK, COG, DRC, DVN, GMXR RRC I sold today and If I had more dry powder I would buy back RRC. It is a steel at $69 or buy back CHK arounf $58.
No offense I appreciate any and all recommendations. As well as any analysis that you can provide.
If I was a buyer today look at RRC, CHK and PQ
Just MHO

standardshigh said...

Saleem,

Hope you mother is doing well.

Best Regards

Stocks100 said...

Hi Standards,

Overall she has improved...but last night she was jittery???

Thanks for your care & concern for my mother's recovery.

Saleem