Thursday, March 11, 2010

Update on Positions

Jamba-  Really like where they are headed.  The next few quarters will be key as they roll out new products.  Can these products translate into earnings?  

iGo(IGOI)-  Reported last night.  Earnings pretty solid.  The big news was that Wal-Mart decided to bring them into all stores.  Yeah, that's big news for a company of this size.

Dr. Pepper Snapple- Upgraded this morning at UBS.  They believe a potential deal will be struck with Coke regarding distribution like the Pepsi deal.  I haven't bought this yet, but will.

Disclosure: Long JMBA, IGOI

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