Although I don't necessarily agree with all of the predictions and recommendations offered at the site or espoused by its publisher, Eric Janszen, iTulip.com is a great resource for news and commentary. One great example includes a recent post in its discussion forum, "Report from the Front: Conditions of Employers," which reveals some eye-opening "first and second person accounts of business conditions," as follows: Two weeks ago in Unemployment by industry: Recession or depression? we published our bottom-up, data driven analysis of future unemployment that estimated 10 million job losses in 2009, and identified the industries likely to the affected most and least. Last week[More...]

Although I don't necessarily agree with all of the predictions and recommendations offered at the site or espoused by its publisher, Eric Janszen, iTulip.com is a great resource for news and commentary. One great example includes a recent post in its discussion forum, "Report from the Front: Conditions of Employers," which reveals some eye-opening "first and second person accounts of business conditions," as follows: Two weeks ago in Unemployment by industry: Recession or depression? we published our bottom-up, data driven analysis of future unemployment that estimated 10 million job losses in 2009, and identified the industries likely to the affected most and least. Last week[More...]

OmniVision (OVTI) is a fabless OEM (an original equipment manufacturer who outsources chip fabrication) of image sensors and support circuitry used within handsets and applications in other mass markets. The Sunnyvale, CA firm is currently rated a Hold with a $15 target price. Shares have fallen from $24+ peak just about one year ago, now trading just over $12 per share. The shares have traded down over the last two months, but we are reiterating our Hold rating in view of uncertainties in consumer spending and possible market share losses in China. OmniVision has a strong position in the fast growing CMOS image sensor market and is particularly dominant in the camera phone market. All the top handset manufacturers have expressed interest in the BSI technology and the product will be incorporated into cell phones shipping in[More...]

The U.S. mining equipment manufacturer Terex Corporation (TEX) reported first quarter EPS of $1.59, above our estimate of $1.35 and up 35.9% y-o-y, amid strong demand, higher margins and share repurchases. Going forward, volumes are expected to remain str [More...]

Huntsman Corporation (HUN) - Hexion Specialty Chemicals, FTD Group, Inc. (FTD) - United Online, Inc. (UNTD), William Wrigley Jr. Co. (WWY) - Mars, Inc. [More...]