Broadwing - BWNG A Realistic Double By Summer

Conference Call Notes and Info about Broadwing - BWNG

Dr. David Huber is transitioning out as CEO and the hunt is on for a new Big Name Executive CEO to carry the "NEW" Broadwing (BW) to higher levels.

BW operates a one-of-a-kind all-optical network and is The Leading Optical Network with 1,630 employees. They have unparalled customer focus and speed. Their growth products are: data, IP, and broadband/media services. Demand for high bandwidth services are on the rise.

Key development: Hong Kong based Hutchison Global Communications has chosen to partner with BW due to their technologically advanced network and innovative services. Parent Company HTX Stock

After 9 consecutive quarters of growth in broadband and data services, the partnering with Hutchison Global Communications that is owned and operated by Hong Kong's richest family, Li Ka Shing, and with the ever increasing demand for data broadband services should prove to accelerate future earnings and market share. The BW/HGC joint establishment of a new inter-carrier international Ethernet network enables international customers to connect multipoint Ethernet services from locations served by HGC in Asia, its Asian partners and others, with multipoint circuits in the United States. Both BW and HSC have validated the high demand for this new Trans-Pacific Ethernet solution. Further, HGC owns the largest fibre-to-the building telecommunications network in Hong Kong.

Company achieved BE in EBITDA in the 4th Qtr.

There is no question that we see Broadwing - BWNG as a solid core holding. Those who are lucky enough to be in on the ground floor should benefit nicely as the word gets out about the growth of this company and their partnering deals. We feel that the institutions have been accumulating shares quietly over the past few months.

More On Broadwing - BWNG

Broadwing has become more popular with investors lately due to an increased demand for "content" from enterprise customers. Their optical network helps deliver what their clients need and their is a strong demand for their products. The growth products for this company are; data, IP, and broadband media services. Their business is broken down as follows: 24% local long, 20% long distance, 20% data Internet, and 36% broadband. We expect their next earnings report between the last week of April through the first week of May.

Jamba Juice/SVI Merger - Proxy Filed Wednesday

Be cautious here as expressed a few days ago. The full details of the negotiations between Services Acquisition and Jamba Juice are layed out in a merger proxy statement that was filed Wednesday. It states that Jamba Juice has 532 stores in 26 states, and is a lot less profitable than many investors had hoped for.

For the year ended June 2005, Jamba Juice had operating earnings of $2.84 million, down from $5.18 million in the prior fiscal year. Also - The company's unaudited financial statements originally reported operating income of $8.39 million in 2004.

Expect a some selling as this news is digested and a base is formed over the next week.

VPRT AND BWNG Look Good At These Levels

VistaPrint, a favorite here has hopefully bottomed out at $29.00.

BWNG - Added To Our Short Squeeze Alert

With almost 6,900,000 shares short and the stock moving higher about every week since January, you can expect shorts to throw in the towel and run for cover as the stock passes the $15.00 - $17.00 mark soon.

Broadwing Short Squeeze Link

PALM - Added To Our Short Squeeze Alert

With nearly 16,000,000 shares short we have added Palm to our short squeeze alert in the face of the Las Vegas 2006 conference next week. We believe that Palm will win over the crowd and investors would not want to be caught short. Also, research shows that Palm's new winning technology is taking away market share from its competitors. Short covering will take almost 4 days to cover, so a short term price target of $25 is not unreasonable.

PALM Short Squeeze Link

PacificCrest Rated #1 for Technology Research by Institutional Investor Magazine Starts Palm at Outperform

PacificCrest Link

PALM To Present At The CTIA Wireless 2006 Conference In Las Vegas

CTIA is the voice of the wireless industry and the CTIA conference is the most important technology event of the year.

If we had to speculate, our belief would be that Palm will be one of the top companies to steal the show by introducing their next generation of Palm products to the public in Las Vegas next week.

CTIA Wireless 2006 Link

Smartphone Conference Link

Palm, Inc. Is Exhibitor #1500

Here Is The First Of A Series Of Expected Upgrades on PALM

The analysts have been so wrong on valuing PALM. Here is the link of a recent upgrade. We anticipante several other analysts to admit that their valuations have been wrong or too low, and will eventually have to step up to upgrading their Buy rating on PALM soon.

Palm Ratings Change Link

PALM Celebrates 10 Successful Years

There is no question that Palm products have been a runaway success over the last 10 years. The Pilot and its many Palm products have provided customer valued services with ease to millions of users by keeping their mobile customers from all industry groups connected to their work, home, letting them do email and browse the web on the go, allowing them to keep all their favorite files, music, photos and videos as well. Also, they also continue to take away market share from Blackberry.

Palm president and CEO, Ed Colligan is quoted as saying that he is "enormously proud of what we've accomplished, and I'm even more excited about what's yet to come."

PALM Is Here To Stay - Flying Off The Shelves

Despite a recent fund manager who made a negative comment about PALM on TV that created a lot of daytraders to sell, we can clearly see that the trend of professionals "on the go" are buying up the PALM products as fast as they can put them on the shelves. The Blackberry is not the way to go. The new PALM Treo 700 can open attachments and this is a very desirable feature to many. Click To See The Palm 700

The mutual funds have increased their positions today as daytraders got spooked out.
Glenview Capital Management, however has sold 1/2 of their position or 1,400,000 shares, Oppenheimer Funds have increased their position +1,200% adding 8,370,000 shares. Vanguard Funds have increased their holding +109% by purchasing almost 2,000,000 more shares.

Looks like the SMART money is betting on PALM and so are we.

SVI and SVI Warrant Holders

SVI stock is up on Tim Hortons IPO today - Symbol THI.

The story is Great, however, short term, we would look for a sell off at any time after this short covering spike from shorts who sold earlier this week and also from the CNBC hype that aired on Wednesday. If you are out, look to re-enter SVI under $10.00 and the warrants in a range of $3.90 - $4.00.

We still need the proxy vote approval from SVI shareholders and this will take some time. The Hot Money may exit fast if they become impatient in this lag period; waiting for a proxy vote.

As Predicted - Thomas Weisel Partners - TWPG - On Fire!

TWPG is like Greenhill & Co. See GHL Chart Here

TWPG was in the $20 range yesterday.

PALM shares will run next on very good news.

We are Bullish on PALM Today On Great Earnings

PALM revenues were up 36%.

Filling the GAP at the $20 level now.

Also - There should be several analyst upgrades to follow the great earnings just released. Professional traders are washing out the home traders now who hold 100 shares, so expect the stock to lift later today through next week.

"Wash Out" = When Professional traders have a great stock and dip the shares hard to suck out the weak shareholders to increase their position before moving the shares higher.

More On PALM - Blow Out Earnings + Secret Product To Be Announced (Target $25 Short Term)

Palm Reports Q3 FY06 Results - Quarterly Revenue $388.5M, Up 36% Year Over Year
Treo Smartphones Up More Than 100% Year Over Year (Notice the trend)

Palm will be the talk on CNBC, MSNBC, Talk Radio etc... tomorrow.

Legging Into CBOT - BOT and PALM, Inc. - PALM

Expect a series up upgrades from analysts on PALM.

The change over from cell phone and Palm 650 users to the "new" Palm Treo 700 has just gotten started. The features of the new Treo 700 are unbeatable and in high demand for users on the go.

Movers: TWPG, OS, ACI, BTU, SVI, SVI Wts, RAIL, ARII, VPRT

Our PICKS Look solid.

NYSE Group said it has received approval from the Securities and Exchange Commission for its hybrid market model. The hybrid market blends electronic trading of stocks and other securities with the traditional floor-based NYSE auction market. The SEC approval allows the exchange to expand hybrid trading beyond the current list of 154 companies and to incorporate new trading technology for floor brokers and specialists. The exact implementation timeframes will be announced separately.

Stock activity...Looks like the "wash out" before the run.

FreightCar America - RAIL - Forms a Technical Cup and Handle Chart Formation - A Bullish Sign

We would anticipate that the stock will continue its steady move up towards the $80 - $85 level very soon following its brief dip in early March. RAIL only has 12,530,000 shares outstanding. We also anticipate that we will get news on an announcement of a 2:1 stock split soon. Shares also appear to be in very tight institutional hands who own 88.6% of the shares.

American Railcar ARII - Should follow suit to higher levels too. Same chart pattern. Bullish as well.

We scooped CNBC on The Jamba Juice News and Recommendation

Be careful because this stock trades on the AMEX and the executions are very difficult to fill vs. a stock that trades on Nasdaq. Meaning, when you go to buy the shares the specialist lifts the stock higher and when you go to sell he drops the stock lower. Use limit orders and please don't get caught chasing the shares because the proxy votes still have to be mailed from SVI and SVI majority shareholders have to agree on the deal. Therefore, the shares will trade up and down until the "final" merger has been officially approved by "all" parties.

Jamba Juice Holders Approve Acquisition

Like we suggested all along, the Jamba Juice majority shareholders would have had to approve the merger or Jamba Juice and SVI would not have made any merger announcements.