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Monthly Archives: August 2009
Economic Observations 08/15/09 by D Klein
Looking at the latest observations from the St Louis fed it appears the economy is close to bottoming. Using March 2009 as a baseline, unemployment has risen 0.6% in July from June, after double digit monthly increases in May and … Continue reading
Posted in Economy
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Telular (WRLS) conference call comments 08/12/09 by D Klein
Funny how things work out. The original investment thesis was that more and more would cut the cord and buy an FWT to replace their landlines. Turns out the masses pretty much ignored FWT’s sending the stock to the dumpster … Continue reading
Posted in WRLS
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Telular Earnings 08/06/09 by D Klein
Overall Telular’s earnings results topped my expectations, a pleasant surprise for a change. The Telguard unit is performing extremely well. Management raised Telguard guidance for two consecutive quarters, this time from 20 to 25,000 units per quarter to 30 to … Continue reading
