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MikeAshton_ICRM

  1. Good read via Buffett comparing asset classes : bit.ly/A4PeSI 1:03 PM Feb 9th via TwInbox
  2. Spain gets off two well-received bond auctions - still hope for the eurozone yet 10:28 AM Dec 20th, 2011 via TwInbox
  3. comScore reports heaviest week in U.S. online holiday shopping history -- sales up +15% y/y 10:27 AM Dec 20th, 2011 via TwInbox
  4. $SBUX EPS 37c v. consensus 36c 12:06 PM Nov 3rd, 2011 via TwInbox
  5. $SBUX posts +10% SSS growth for 4Q11 12:05 PM Nov 3rd, 2011 via TwInbox
  6. ECB cuts interest rates by 25 bps to 1.25% 4:49 AM Nov 3rd, 2011 via TwInbox
  7. FT Alphaville's take on the ECB memo on Greece is worth a read: on.ft.com/qiiJPj 1:54 PM Oct 12th, 2011 via TwInbox
  8. ECB memo not exactly upbeat about Greece, but at least it looks like next tranche of aid will flow. bit.ly/q9Qpqm 1:53 PM Oct 12th, 2011 via TwInbox
  9. ISM Services comes in at 53.0 vs. 52.8 expected. Not much impact on mkt. Bright spot was a pick up in new orders. 8:14 AM Oct 5th, 2011 via TwInbox
  10. ADP Employment Change number comes in at 91k vs. 75k expected. Not always reliable indicator of payroll number, but good prelim signal. 8:12 AM Oct 5th, 2011 via TwInbox
  11. $URBN reports QTD comp sales down low-single-digits 7:19 AM Sep 7th, 2011 via TwInbox
  12. $TLB provides a mixed but mostly negative report. Sept results >Aug, but co. says "challenging market conditions may persist" in 2H11 7:12 AM Sep 7th, 2011 via TwInbox
  13. $ODP sees comp sales in North American Retail down -2% QTD, though gross margin is +1% QTD 7:06 AM Sep 7th, 2011 via TwInbox
  14. $OMX sees soft back-to-school season, trims revenue guidance 6:55 AM Sep 7th, 2011 via TwInbox
  15. 2nd and 3rd largest Greek banks reportedly merging, with investment by Qatar investors. Should be a positive for EU. bloom.bg/mYSW33 8:18 PM Aug 28th, 2011 via TwInbox
  16. Berkshire Hathaway to invest $5 billion in Bank of America $BAC 6:13 AM Aug 25th, 2011 via TwInbox
  17. Steve Jobs resigns as $AAPL CEO 3:53 PM Aug 24th, 2011 via TwInbox
  18. Richmond Fed Manufacturing Index at -10 for August vs. expectations of -5. First move of market following the econ data is higher. 7:04 AM Aug 23rd, 2011 via TwInbox
  19. New home sales reported at 298k for July vs. expectations of 310k 7:02 AM Aug 23rd, 2011 via TwInbox
  20. $GLD is now largest ETF in world by market value. on.ft.com/nRqcS2 6:34 AM Aug 23rd, 2011 via TwInbox
  • Name Mike Ashton
  • Location Walnut Creek, CA
  • Web http://www.icrm.com
  • Bio Portfolio manager at Insight Capital Research & Management, Inc., an investment manager specializing in growth investing for U.S. equities.
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