April 5th, 2008 by StockGumshoe
This one was sent in by a reader earlier today, so I thought I’d quickly get out a note about … this will be shorter than your average Gumshoe writeup, but hopefully still packed with pithy comments and one interesting stock idea.
This is from Toby Smith for his $79 ChangeWave service, and it’s for a specialty chip maker.
Here’s the basics:
This is a company that has bet big on Blu-Ray and should benefit from pent up demand now that there is a single HD standard for DVDs and sales should pick up. He said the ChangeWave alliance, which is a market research group of people who get his newsletter for free in exchange for answering surveys, notes that 44% of people are planning to buy a Blu Ray player this year.
He compares the pent up demand to the Read the rest of this entry »
February 9th, 2008 by StockGumshoe
This one is a teaser that we’ve actually looked at before, but I’m getting a lot of email on it so perhaps it got lost in the shuffle — it was solved as part of a multi-part teaser a while back, and it remains one of Tobin Smith’s favorites — and the subject of his “ChangeWave Rant” today.
So what is it? Read the rest of this entry »
January 28th, 2008 by StockGumshoe
OK, so leaving aside the fact that if you ever see a subject line like that in your email, you’re probably better off just deleting it, let’s take a little Gumshoe gander at the latest campaign from Toby Smith’s ChangeWave MicroCap newsletter.
For those who don’t know him — and how you could avoid his presence, I don’t know — Toby is a frenetic, glad-handing, bombastic, and very Read the rest of this entry »
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