In this post I'll name 15 stocks I think are worthy of adding to the stock watch list and some I may be speculating with in the weeks to come. I'm a firm believer of stocks which have had significant moves higher, on big volume, and these are the stocks..[More...]

Garmin, Ltd. (GRMN) is an OEM (original equipment manufacturer) of GPS-based equipment. June quarter results were short of the consensus on both the top and bottom lines. All segments were up double-digits in 2007, and are expected to be up again in 2008. Pricing pressures continue to intensify, however, negating some of the growth in units. Management is optimistic about material prices offsetting ASP pressures in 2008. We see increasing revenue and gradually decreasing profitability for the company. However, being a market leader, the company should fare better than most of the other smaller players. Consequently, we view the declining share price as an opportunity to accumulate shares. We reiterate our BUY rating. Sejuti Banerjea contributed to this report. <a[More...]

We are maintaining our Buy recommendation on National-Oilwell Varco, Inc. (NOV) shares, given its strong leverage to the current rig construction cycle. Despite the recent commodity-price weakness, demand continues to remain robust. We believe that oil pr[More...]

Logitech International S.A. (LOGI) reported revenues for the fourth quarter of 2008, which were better than expected although earnings were below our estimates due to write-down of value of remaining CDOs. The company delivered good quarter in terms of revenues despite weaknesses in its Cordless Keyboard and Gaming segments. There was strong demand for Harmony remotes and pointing devices combined with good traction in original equipment manufacturer. Gross margins remained at a high level for the company reflecting ongoing product cost reductions and supply chain efficiencies. We now estimate that the company will continue to grow revenues and GAAP EPS by 15.0% and 10.1% respectively in 2009 over 2008 figures. We expect the company to continue to take advantage of the leveraging of its cost efficiency, and our estimates may prove conservative if the audio, video and [More...]

Dollar Financial's (DLLR) 3Q08 (ended March 31, 2008) diluted earnings of $0.56 per share, were two cents short of our estimates as well as the consensus. Consolidated revenues were up 26.4% and net income increased by 18.3%, based on strong growth in Canada and the U.K. markets. The bottom-line results were partly offset by higher store and regional expenses, reflecting continued expansion and... [More...]