Sleep On This (TPX)

Tempur-Pedic just got a taste of this ultra finicky market in a big way.  Earnings weren’t all that bad, but a slight change in guidance sent shares spiraling down almost 21% on the day.  The product is fantastic, it’s the only bed I’ve found to vastly improve my ability to sleep.  Just look at how many knockoff companies have emerged in the past year or so (although cheap, the quality is nowhere near as good).  It’s turned into a mini craze.  So does a slightly rockier outlook over the next few months merit the stock getting crushed?  I doubt it. … Read more

Coinstar Jumps Over 12% on Earnings

Proof that consumers still love a physical product, Coinstar (owner of Redbox) rocketed over twelve percent in after hours trading.  The jump is attributed to a strong earnings report detailing 33% growth in revenue, a dollar of EPS in the fourth quarter, and estimated 2.2 billion in 2012 revenue.  This is in conjunction with the freshly announced partnership with Verizon, marking the dvd sellers first venture into the online streaming industry.  Redbox still manages to sell more DVDs than Netflix, but Netflix has the jump on the online industry.  They already spend over 1.2 billion a year on streaming content.

Some interesting numbers on Netflix

As the subscription based online movie provider soars as high as 15% in after hours trading on a decidedly positive earnings report, some investors are left scratching their heads.  While the company has shown an impressive rebound of 38% since touching on it’s 52 week low of 64.54 a share, the upward correction seems to lack a real catalyst.  In their trademark no-nonsense style, Zerohedge took a closer look at the hard data (spreadsheet can be downloaded here ) and found some interesting points.. Netflix generated $33.9MM in “Free Cash Flow”. Of this $25.6MM was from change in Net Working Capital; this compares … Read more

‘s not hard, just follow the Dividend..

For those of you long AAPL yesterday, the paltry 6% or so gain on the most impressive numbers that we’ve seen to date from the tech giant were a bit depressing.  The fact that every single metric that analysts provided estimates on was completely blown out of the water combined with the $7 drop in share price before the announcement only reinforces the fact that both analysts and the street had no idea how profoundly astounding Apple’s results would be.  So why doesn’t the market seem to reflect similar sentiment?  One word: Dividends.  With over $17 trillion in qualified retirement … Read more