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  • Issue: 5/11/2008

    The Playbook 100 AMAT @ $19.29 (Applied Materials) manufactures deposition, inspection, etching and cleaning equipment used in the fabrication of IC's and flat panel displays. However, it is their recent foray into the solar industry that has us intrigued. We are establishing a position here and...
    Posted to The Stock Playbook (Weblog) by Dave Dispennette on 05-11-2008
  • Issue: 4/20/2008

    The Playbook 100 EGLE @ $28.44 (Eagle Bulk Shipping) provides international tanker transportation charter services for dry bulk goods through a fleet of 18 vessels. We mentioned it last week at $26.39 when we featured QMAR, which closed its deal of being acquired by Excel Maritime Carriers (EXM) the...
    Posted to The Stock Playbook (Weblog) by Dave Dispennette on 04-20-2008
  • Issue: 3/30/2008

    The Playbook 100 SFLY @ $15.32 (Shutterfly) provides an online marketplace to share, print and preserve personal and professional digital photos via Shutterfly.com. Revenues have increased between 49% and 58% during each of the last four quarters. Earnings are expected to grow 16% this year and another...
    Posted to The Stock Playbook (Weblog) by Dave Dispennette on 03-30-2008
  • Issue: 3/6/2008

    The Playbook 100 VCLK @ $17.51 (Valueclick) provides online advertising campaigns and programs to direct marketers, brand advertisers and advertising agencies. Revenues have increased 14% each of the last three quarters. Earnings are expected to grow 22% next year to 0.96 cents a share. We've made...
    Posted to The Stock Playbook (Weblog) by Dave Dispennette on 03-06-2008
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