APPLE$560.00
-5.32
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Investors should approach Best Buy's "outperformance" in Q1 with skepticism. Not only are the fundamentals pretty dodgy, but the company has only a limited window to get its retailing act together.
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When it comes to popularity, very few companies are as popular as Facebook. Sooner or later, the metric that matters most, cash flow generation, takes over, often leaving many investors holding the bag.
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A market pullback can lead to stocks being on sale.
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TriQuint lives and dies on Apple.
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Dun & Bradstreet's sales are above pre-crisis levels, but reported profits are still falling. The mature North American market isn't helping, and international growth efforts have yet to pay off.
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Quality businesses can be hiding under $10 shares because the majority of the investment community is designed to avoid businesses with arbitrarily "low" share prices.
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Acme Packet is suffering today, but this will be a great stock to own if/when the carrier spending rebound materializes and Acme can maintain (or extend) its market share lead.
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Harman is seeing solid OEM growth as car sales rebound in the developed world and grow rapidly in emerging markets. This may be a stock worth a closer look for investors looking to play the ongoing passenger vehicle growth cycle.
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