Int'l Game Tech. (IGT) has been on fire of late. Co. reported very strong quarterly #s. Particularly impressive were gains in ARPU and non-machine sales. Here's the Mark Sellers interview where he discusses IGT {Note I am long IGT}
JP Morgan has been pushing Tweeter (TWTR) hard prior to its earnings report tommorrow. Stock could move $1 either way on a beat or a miss. I'm hoping for a beat and a run into the $7's to short into. Also, something on TWTR that I believe I failed to mention earlier is that the auditors noted weaknesses in financial controls in their most recent 10k.
My favorite confectionary co. is coming back to me. Wrigley is down to about $64 now from $70ish a few months ago. Another 10% move lower and I'll be very interested.
A new Greenblatt idea: IMS Health (RX) is a medical information service provider. Here's a presentation to get you started. Co. will report Q4 and FY05 on 1/31.
A new short idea: Cosi Restaurants (COSI): Co. has very aggressive expansion plans and very poor expense control. Take a look.
