"Showing big gains in the world of video, LCD TV panel maker AU Optronics (NYSE: AUO) reported revenue of $4.5 billion in its first quarter, marking a 12.1% quarter-over-quarter decline that seemed to square with normal seasonality, even as it was negatively affected by the weaker U.S. dollar.
"Earnings thus came in at $1.12 per U.S. ADR, vastly improved from the loss of $0.02 per ADR in the same quarter last year. Looking forward, management says sales of TVs yet have not been impacted by the slowdown, though they are cautiously watching the markets for signs of weakness.
"Pleased with the positive report, we remain buyers of the shares, which trade at just about 6 times the consensus average for earnings per ADR now showing on Reuters Estimates.
"Corning (NYSE: GLW), a more recent addition to our portfolio, benefits to a certain extent no matter which panel maker is doing well, as it's one of the few manufacturers able to fabricate the glass screens the sets contain.
"Latest quarter earnings beat the consensus average then showing on Reuters Estimates by a penny, coming in at $0.40 per share on revenue of $1.6 billion. And current-quarter guidance calls for EPS of $0.47 to $0.50 on $1.71 to $1.75 billion in revenue.
"Both ranges were well above Street estimates at the time. Heading into the Olympics and the presidential election, both of which should add another layer to already strong flat panel TV demand, we remain bullish on GLW."
"Trying to out-guess the markets is little more than speculation," says Kelley Wright whose IQ Trends uses dividends as a guide to a stock's value. Here's some "dividend" boosters.
Data storage firm EMC Corp. (NYSE: EMC) is a buy from growth stock expert Toby Smith, who consider the stock an industry "dominator". Here's the latest from ChangeWave Investing.
"The Brazilian market has rallied strongly on an unexpected investment rating upgrade; we think the rally has only just begun," says Ian Cooper in SC Trading Pit. Here's his Brazil plays.
"Short-term, this market is prepared to go much higher," says Charles Payne. In his Wall Street Strategies, he explains why he feels Goodyear Tire (NYSE: GT) is set to roll ahead.
Peter Way selects his buys by following the trading activity of block traders -- those making large, million dollar bets. Here's the latest from Block Trader Oil & Gold Monitor.
"The major market indices have pulled back, sector leadership remains positive and the bulk of our technical indicators remain bullish," says Larry McMillan in The Option Strategist.
Jim Trippon's new book, Becoming Your Own China Stock Guru, has just been released.
The book explains what areas of China's economy will grow the most quickly in the next 12 months, and more importantly, how you can profit from them. To order the book, click here.
Mark Skousen's latest book, “EconoPower: How a New Generation of Economists is Transforming the World” (Wiley & Sons), is available for $16.47 (plus shipping) from Amazon.com (retail price is $24.95).
In EconoPower, economic experts focus on solving real-world problems, such as health care, public education, and world poverty. Included is a discussion of the new field of behavioral finance, featuring economists as Richard Thaler, Robert Shiller, and Jeremy Siegel.
Sy Harding, editor of Street Smart Report, has just published Beat the Market the Easy Way -- an update to his prescient 1999 book, How to Prosper in the Coming Bear Market. His new book is an exceptional and in-depth review of seasonal market patterns and their application to long-term timing.
For 40 years, Dick Davis has been one of the investment world's leading authorities, noted for his straight talk and common sense. In The Dick Davis Dividend, he shares a lifetime of insights into the investing process.
Tech sector expert 
"Trying to out-guess the markets is little more than speculation," says 
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Data storage firm 
"The Brazilian market has rallied strongly on an unexpected investment rating upgrade; we think the rally has only just begun," says 
"Short-term, this market is prepared to go much higher," says Charles Payne. In his Wall Street Strategies, he explains why he feels 
"Despite sharp interim setbacks, the bull market in energy is far from over," says 
"The major market indices have pulled back, sector leadership remains positive and the bulk of our technical indicators remain bullish," says 
