Fly on WallStreet

Even though I lost 1.4% this week, I feel good about my positions. I believe the market will bounce back next week, and I will continue to throw old people (short sellers) down my pyramid steps.

For weeks, I heard chatter about a pending deal for LOCM-- yet I did nothing. Considering the stock is up 50%+ today, I have instructed my trader/servant to throw pizza at me-- for a change.

Aside from shady information, I was impressed with the late day run. Across the board, stocks advanced, as the sellers lost their balls-- late in the day.

Finally, as earnings for MVIS is scheduled to be reported sometime in mid February, I can't help but wonder if an 8-k is coming. Also, first thing next week, I want to add to my TKC, BWLD, IVAC and AAPL positions.

Never bet against assholes, who happen to be dip buyers.

I bought 1,500 SVG @ $9.23.

Disclaimer: If you buy SVG because of this post, someone will "key" your new Rolls Royce. And, you may lose money.

It looks like NVL caught a bid and will open significantly higher. As a result, all of the semi's are running.

Aside from the semi's, the market looks like leftover vomit. However, there is a lot of green. Therefore, I wouldn't be shocked to see a late day steamroll, a la asshole dip buyer.

UPDATE: It appears I have been drinking far too many big cans of Monster Energy Soda and had NVL mixed up on my Semiconductor screen. In fact, NVL is a God forsaken aluminum company.

Due to embarrassment, I pondered over deleting this post and "making believe" it never happened. But, that's no fun.

Afterall, even Einstein failed a few science tests, no? Fuck, he probably didn't.

I'll go put on my big red nose and clown suit and practice my orange juggling.

I bought 1,000 IVAC @ $22.84

Disclaimer: If you buy IVAC because of this post, your only son may work at a "bucket shop." And, you may lose money.

Where's global warming when you need it? It is so fucking cold in NYC today, I feel as if my head is going to flash freeze and fall off. I should buy some homeless penguins and have them frolic around my house. That would really piss off the neighbors, wouldn't it?

With this type of weather, no way oil/natty is going lower.

Within the two sectors, I like SU, NGAS, GMXR, ARD and CEO for a trade.

Also, I want to be long the NIKKEI on this dip. There, I want to own NKZ-wt or NKI-wt. Both are highly levered plays on the NIKKEI 225.

Finally, I like the action in Gold and Telecom. There, I am long SVG and TKC. The action in the general market is weak. Moreover, I get the feeling we may swan dive today, as investors fear being "machine gunned" by the bears.

via Briefing:

08:22	NIHD NII Holdings initiated with a Strong Buy at Raymond James- tgt $85 (69.56 )

Friedman, Billings upgrades Lockheed Martin (LMT 97.44) to Outperform from Market Perform and raises their tgt to $110 from $88, following Q406 results that included another strong quarter of revenues and margin expansion, with both revenues and EPS beating consensus estimates.

A gay song for a gay day.

I really took a good thrashing today, with outsized losses in everything but AAPL. All in all, I was hammered to the tune of 1.4%-- effectively poleaxing me back to writing in a first person format.

Even though today's dip scared me, I kept buying more. I know the housing market is gay and the market is up big. I still believe 2007 is going to be a great year. Therefore, I will instruct my fucking trader/servant to fetch me warm, not hot, slices of pizza and buy the dips-- until May.

I know, days like today make you want to shoot yourself in the nuts or dive head first into an empty pool-- but don't do it.

The bears will not take control of the market-- mainly because they are weak, dickless, fucktarded asshats. Plus, we have the "Fast Money 5" in our corner--bullish on all sorts of high multiple dicerolls.

Finally, the dip in MVIS was uneventful and on very low volume. If a gun were put to my head, in order to extract three stock picks, I'd pick MVIS, AAPL and SVG (gold).

I bought 5,000 AAPL @ $86.35.

Disclaimer: If you buy AAPL because of this post, the "Fast Money 5" may trash your favorite stock tonight, especially that bald guy. And, you may lose money.

I bought 2,000 BWLD @ $55.43.

Disclaimer:If you buy BWLD because of this post, goldilocks will eat your brokerage account. And, you may lose money.

If you believe your house is worth more dead than alive-- you may want to position in MPL or HPM. Both are levered against the Housing Index (HGX) and will make you fucking rich-- should the market implode.

Telecom is the only safe haven I deem worthwhile. Naturally, I will not try to explain in detail, mainly because I don't want to. Nonetheless, they look good.

My buy list includes the following:

ECIL, BCE, TKC, ESCH, TKA, PHI, ROS, VIP, NIHD, TLS, NZT and LEAP.

I bought 2,000 IVAC @ $22.94.

Disclaimer: If you buy IVAC because of this post, global warming will eliminate all ice--effectively ruining the smoothie business. And, you may lose money.

In case you hadn't noticed, the market is in danger of giving back all of yesterday's gains. Not only would that be utterly fucktarded, it would also drive me to go eat another Texas Double Whopper.

I was about to bust loose and make all sorts of money, then the bitch, Mother Market, punched me in the nose and put me back in place.

Other than the Metals, nothing is working.

More on this later...

I sold 1,000 VLO @ $52.49.

Multiple downgrades on BWLD today--based upon valuation.

They're wrong.

Let the stock digest today's drubbing, then buy back the shares you sold @$58. Afterall, you did sell some around $58, right? If not, you are pigheaded donkey puncher.

Buffalo Wild Wings downgraded to Neutral from Outperform at Cowen (58.33 ) -Update :

Buffalo Wild Wings downgraded to Buy from Aggressive Buy at Keybanc- tgt $65 (58.33 )

Morgan Keegan initiates Buffalo Wild Wings (BWLD 58.33) with a Market Perform, based on improving unit economics and solid growth opportunities yet feel shares are fairly valued.

One of my longshot tech holdings, NETL, is gapping higher today-- after reporting good earnings. Additionally, earnings reports from LMT, EBAY, TRID and QCOM are causing their shares to rise-- especially EBAY and TRID.

My point: Earnings season has been very good, so far. The catalyst to sell stocks is just not compelling.

Aside from stocks being up, why in the world should I sell my stocks? Wait, don't answer, it's because the housing bubble and how much less money I have to buy stuff, right?

Well, I have never taken equity out of my house, despite it doubling in value over the last 4 years. Moreover, my new obnoxious spending habits is driven by my fucking brilliant stocks gains.

Bottom line: The appreciation in equities, worldwide, is more than making up for the housing slowdown. Keep in mind, as 401k's increase in value, people can borrow against it-- instead of getting jerked around by some mortgage broker.

Aside from that, I really like the action in the Semi's. Being the most heavily shorted sector, I feel they are due for a major run here- as quarterly earnings subdue the asshat shortseller.

Furthermore, following the great CTXS quarter, the Software sector looks ripe for trade too. There I like ARBA, DRIV, ADBE and SMSI.

The following Semi's have mojo:

TRID +15.7%
NETL +12%
IBIS +8.3%
ISIL +6.8%
DIOD +6.3%
BRCM +5.4%
NSM +4.5%

MVIS featured in today's WSJ, page B5.

Laser-Tech Firms Aim to Bring Slide-Show Capability to Cellphones
By ROGER CHENG
January 25, 2007

For people who can't resist showing off their family-vacation photos, the development of new high-tech lasers may allow cellphones to project pictures and videos on the wall like an old-fashioned slide show.

Business users might also find such a cellphone feature handy, enabling them to project a PowerPoint slide presentation or videos onto a large, flat surface.

Microvision Inc. unveiled a working prototype of the tiny projector at the Consumer Electronics Show in Las Vegas this month in what it hopes to be a lucrative new business for the maker of scanning technology. The company plans to sell a projector that plugs into small devices like handsets by mid-2008. Cellphones with embedded projectors will be available by the end of that year, it says.

Microvision's PicoP projector will add about $100 to the price of a cellphone. It is expected to be able to run at least one to 1 ½ hours on a handset's normal battery charge. While Microvision is talking to several top handset makers, no deals have been struck yet.

One of its key features, dubbed infinite focus, allows the projector to display a clear image from two feet to 10 feet away on various makeshift screens, including curved or distorted surfaces. Images range from the size of a large laptop screen, or 30 inches diagonally, to the size of today's jumbo plasma-screen televisions reaching 100 inches or so. Despite the variation in size, Microvision says the laser projectors keep the images clear.

While this could mean big business for Microvision and other projector makers, it remains in the developmental stage. Insight Media, a Norwalk, Conn., market-research firm focused on the display industry, projects sales will increase to nearly five million units by 2009 as costs drop. That figure could jump to nearly 15 million by 2011.

Microvision isn't the only company working on tiny projectors. Others include Motorola Inc.'s Symbol Technologies unit and Israel's Explay Ltd.

"The goal is to provide mobile users with a large screen anywhere," said Alexander Tokman, chief executive of Microvision, of Bothell, Wash. He said the market could be huge if it could capture a sliver of the market for high-end cellphones.

Nokia Corp. and Sony Ericsson, a joint venture between Sony and Telefon AB L.M. Ericsson, have projected industry handset sales well above one billion this year, with high-end phones, including Apple Inc.'s recently unveiled iPhone, expected to be among the fastest-growing segments.

Whether consumers will see the need for projectors in their hand-held devices is still untested. "It's one of these cases that if they build it, they'll hope they'll come," said Chris Chinnock, president of Insight Media. "Consumers don't know about this. This clearly could be a big hit, but it could be a big flop."

Microvision is talking with four of the top five handset makers about the projector. "The cellphone companies have been looking for solutions, but no one has been able to make the display technology," Mr. Tokman said.

The difficulty lies in producing full-color images, which require a projector with lasers that use three colors -- red, blue and green. While much work has been done on developing red and blue lasers, which are already being utilized, there has been less progress on green-laser technology. Without a source of green, no images could be shown in their true color.

Enter companies such as Corning Inc., of Corning, N.Y.; Germany's Osram GmbH; and Novalux Inc., of Sunnyvale, Calif., which all are developing green lasers. Corning is using technology based on its experience in the telecommunications-equipment business.

"The foundation of our approach was to use technology we developed in the telecom phase for creating high-powered infrared light used for telecom components," said David Charlton of Corning, who is in charge of developing early-stage technology projects that could lead to new businesses. He calls green lasers the "keystone component" to a true projector.

Companies are exploring the use of lasers because alternatives -- such as light-emitting diodes -- are less accurate and consume more power. The green laser Corning is developing converts electrical power to light more efficiently, Mr. Charlton said. The idea of projecting images has been around for a while, but the problem of power consumption has been a hurdle for the adoption of the technology into smaller devices.

Corning is currently demonstrating its green laser to consumer-electronics companies and original-equipment manufacturers to get a sense of the demand for a projector. It is likely a manufacturer would bundle the green laser with the red and blue ones from other suppliers to create a projector.

In addition to including the devices in cellular phones or personal digital assistants, the companies envision small projectors in cars for heads-up displays on the windshield or in digital cameras.

On days like this, the Fly doesn't have time to fuck around with retards on the internets (sudden switch to third person format means I am on fucking fire).

Plus, I have meetings to attend later on today. You don't need me to tell you the sellers are southern fried and Cramer is a dicktard for going bearish on Tech.

Finally, I just finished doing tedious homework on IVAC. Being a supplier of parts for disk drive makers like STX and KOMG, IVAC should report better-than-expected numbers. Also, they have a "Night Vision" division that is doing big business with NATO. They expect revenues to double in 07'.

The Fly sends his regards.

NOTE: This is a great read.

I bought 5,000 IVAC @ $24.

Disclaimer: If you buy IVAC because of this post, you will be wrongly arrested for identity theft. And, you may lose money.

I told you the short sellers were going to get "machine gunned." Those fuckers won't learn, until their brokerage accounts are closed out.

Today, the military stocks, particularly GD and LMT, are getting poleaxed-- due to GD's weaker-than-expected earnings. Should LMT come down another buck, I'll be buying more.

The Internet sector is on fire, with outsized gains in MCHX, SNCR, YHOO, GOFH, NCTY, WBMD and FLWS. Despite YHOO's bullshit quarter, the buyers are bidding up the bitch-- probably because they are highly caffeinated and they want to steamroll a few sellers.

The only sectors that are not working are the commodity related ones and defensive stocks. See, I told you misdirection was in play yesterday. Furthermore, if you are still short U.S. equities, I fear you will be "rambo'd"- sometime in the very near future.

Finally, I feel the worst is behind stocks like GLW and CTXS. They're both buys. And, $4 is practically a given for MVIS.

NOTE: The other day Cramer was interviewed by Donny Deutsch and said he punched a guy in the face at an Eagle game. I mean, he's got to be fucking lying-- come on. Had he done that, the punchee would fucking sue Cramer for a gazillion dollars and we would have heard about it by now. How fucking stupid does Jim think we are? Plus, if I were him (Cramer), I'd have a security detail with me-- so that they do all the punching. I wouldn't want to damage my Mad Money finger nails.

If you drop a live frog into boiling water, he will jump out. However, if you put him in warm water and slowly heat it to a boil-- he will be cooked alive and not even know it.

My dear shithat shortsellers, you are being cooked alive, like the frog, and you don't even know it.

Today, we had a robust leg up in Energy, Steel, Gold/Silver, Homebuilder and Defense stocks. The game of misdirection is always played this way.

Meaning: In the midst of a bull market, the fuckers who pull the levers of this rigged game, pause leadership sectors, while walking up the defensive ones. This brings all the asshats out of the woodworks, exclaiming the 2nd coming of Jesus is upon us and the exchanges will go to zero. Well, the way this story ends is as usual: The dumb fucking frogs become an entree for the bulls.

Finally, I really like the action in LMT, PHI, WU, HANS, GLD,EQIX and SORL. I'd sell energy related stocks (trading positions only) into this rally and load up on Telecom.

Holy Shit UPDATE: These CTX numbers are the worst I have seen since the WCOM collapse. I mean, these assholes are missing by ten football fields and the stock is barely down. What the fuck? This turd should be down 10 bucks.

I wonder if some of you HANS haters would consider this "smart money."

via briefing:

14:49 HANS Hansen Natural: Barclays Global Investors discloses 17.64% stake (37.94 +0.51)

I sold 5,000 GMXR @ $37.75.

Mandatory "on fucking fire" alert.

$100 is almost a given.

First, the market is going to poleax the sellers today. I am convinced of that-- so pikers beware. Secondly, here is a great article on MVIS-- just released.

DJ ) 01/23 11:00AM =DJ IN THE PIPELINE: Handsets May Sport Tiny Projectors

By Roger Cheng Of DOW JONES NEWSWIRES NEW YORK (Dow Jones)--For people who can't resist showing off their family vacation photos, the development of new high-tech lasers may allow cell phones to project pictures and videos on the wall like an old-fashioned slide show. Technologists have long struggled with the dilemma of balancing the consumer's desire to keep images large and clear even as the devices that display them - like handsets or personal digital assistants - slim down. One answer would be the ability for those devices to project images and videos on a large flat surface, allowing someone to run a PowerPoint presentation or show off their photo gallery straight from a handset. As a result, it eliminates the need for a larger, space-consuming screen. Microvision Inc. (MVIS) unveiled a working prototype of the tiny projector at the Consumer Electronic Show in what it hopes to be a lucrative new business for the maker of scanning technology. The company hopes to have a plug-in projector by the middle of 2008, with embedded projectors in cell phones by the end of that year. Microvision's PicoP projector, roughly the size of a Thin Mint, will add roughly $100 to the price of a cell phone. It's expected to be able to run at least one to one- and-a-half hours on a normal battery charge. One of its key features, dubbed Infinite Focus, allows the projector to display a clear image between two feet to 10 feet away, as well as on curved or distorted surfaces. Images range from the size of laptop screen, or 30 inches diagonal, to the size of a plasma screen television, or 100 inches. While this could mean big business for Microvision and other projector makers, for now it remains in the developmental stage. Insight Media, a Norwalk, Conn., market research firm focused on the display industry, projects sales to ramp up to nearly 5 million units by 2009 as the costs come down. That figure could jump to nearly 15 million by 2011. Microvision isn't the only company working on a tiny projector. Others include Motorola Inc.'s (MOT) Symbol Technologies and Israeli company Explay Ltd. "The goal is to provide mobile users with a large screen anywhere," said Microvision Chief Executive Alexander Tokman. He added the market could be huge if it could just capture a sliver of the explosive market for high-end cell phones. Both Nokia Corp. (NOK) and Sony Ericsson, a joint venture between Sony Corp. (SNE) and L.M. Ericsson Telephone Co. (ERIC), projected industry handset sales well above 1 billion this year, with high-end phones such as Apple Inc.'s (AAPL) recently unveiled iPhone among the fastest growing areas. While Tokman is optimistic, it's still unclear how consumers will accept it. "It's one of these cases that if they build it, they'll hope they'll come," said Chris Chinnock, president of Insight Media. "Consumers don't know about this. This clearly could be a big hit, but it could be a big flop." Microvision is talking with four of the top five handset makers about the projector. "The cell phone companies have been looking for solutions, but no one has been able to make the display technology," Tokman said. The difficulty lies in producing full-color images, which require a projector with lasers that use the three primary colors: red, blue and green. While much work has been done on developing red and blue lasers are now being utilized, there has been less progress on green laser technology. Without a source of green, no images could shown in their true color. Enter companies such as Corning Inc. (GLW), Germany's Osram GmbH and Novalux Inc. The companies are each developing green lasers. Corning, in particular, is using technology based on its experience in the telecommunications equipment business. "The foundation of our approach was to use technology we developed in the telecom phase for creating high-powered infared light used for telecom components," said David Charlton, who is in charge of developing early-stage technology projects which could lead to new businesses for Corning. He calls green lasers the "keystone component" to a true projector. Companies are exploring the use of lasers because other alternatives such as light-emitting diodes are less accurate and consume more power. The green laser Corning is developing, for example, converts electrical power to light more efficiently, Charlton said. The idea of projecting images has been around for a while, but the problem of power consumption has always been a hurdle for the adoption of the technology into smaller devices. Corning is currently demonstrating its green laser to consumer electronic companies and original equipment manufacturers to get a sense of the demand for a projector. It's likely a manufacturer would bundle the green laser with the red and blue ones from other suppliers to create the projector. The combined projector flashes the lasers on and off extremely quickly, effectively painting a picture in space. Charlton compared it to waving a flashlight on the wall from side to side quickly to create a picture. In addition to cellular phones or personal digital assistants, the companies envision small projectors in cars for heads-up displays on the windshield or in digital cameras. In the past, Corning has said the market for green laser technology - if successful - could be worth several hundred million dollars. (Roger Cheng covers the telecommunications industry for Dow Jones Newswires.) -By Roger Cheng, Dow Jones Newswires; 201-938-2020; roger.cheng@dowjones.com

I bought 1,500 SVG @ $9.08.

Disclaimer: If you buy SVG because of this post, you may accidentally travel back in time and end up being eaten by a fucking dinosaur. And, you may lose money.

Ok, I get it, Energy related stocks really want to go higher. The slightest move in the commodity is making the sector jump-- making me rethink my oil=asshat theory. Plus, the dollar is getting knifed. When the dollar dips, all dollar denominated commodities rally.

Aside from oil, natty is on fucking fire. If I were to put my balls on the line and make a bet, I'd place chips on GGR, GMXR and UPL.

Bottom line: I am reversing my bearish stance on oil, probably because I am highly caffeinated.

Aside from oil, the market looks decent-- not great. I am somewhat concerned over the weakness in the Brokerage/Bank sector and select Networkers. Although, today would be a perfect day to impale the sellers-- I just don't see it happening without those two sectors participating.

Finally, Gold stocks are being accumulated--as the dollar takes a nosedive. Frankly, I don't know what to make of this, except to suggest being long FXE (Euro Currency Trust) or SVG (levered play on the XAU index).

NOTE: In case you were wondering, I had the Texas Double Whopper yesterday. By far, the best damn burger Burger King has ever made.

The following Energy stocks have mojo:

XNL +11.8%
HOKU +11.2%
BTJ +10.6%
DSTI +7.5%
PEIX +5.1%
GMXR +4.9%

Whoever walked up MVIS is a true man and a great American. For me, it was a great close-- with most of my core positions down minimally. It's like going to war and only getting a few fingers blown off. In other words, a major success.

Now, if I was an oil bull, which I most certainly am not, I'd go long MPQ. MPQ is 300% levered to the OSX and will make you fucking rich-- should oil rebound. However, if oil continues its death spiral-- you will lose it all. But, on this blog, I only like talking about happy things-- so ignore that last comment and categorize it as "fucktarded."

Today, I liked the action in Food related stocks, like HANS, WBD, SFD and DF. On the other hand, I hated the action in the Semi's and my WU position. I swear, if WU doesn't meet their numbers, I will personally smuggle several thousand illegal aliens into the country and drop them off at a Western Union.

Finally, my biggest dog, VSE, ran today-- as speculation over Bush's state of the union speech run rampart. Even though I own it, I do not think this run is for real and would sell into the rally. However, for asset allocation reasons, I will continue to hold-- until the company files for bankruptcy.

NOTE: Register to comment. Quit being lazy.

Shortsellers are dicks.

Ok, I have been meaning to talk about this for awhile.

Although I love MVIS's technology and the dream of landing a monster winner, I have zero loyalty to Microvision. My objective is to make money in the stock, not help finance them or offer free promotion (which I do too much).

My point: Many of you have followed me into MVIS and I do not want to see you get hurt-- should the market correct. I am a big boy and can withstand asshole buying and selling sprees Moreover, I am able to add to my position at will.

Furthermore, if MVIS hits my price target, which changes all the time, I will sell the fucker and move on. It's that simple. No regrets, no looking back.

I guess what I am saying is MVIS is my diceroll and is not, by any means, a "sure bet" or conservative investment. I have been flame broiled on many stocks, just like MVIS. Moreover, I could get burned on MVIS too. I am 100% aware of the risks associated with buying concept stocks.

Consider this the first and last serious risk disclosure on MVIS.

NOTE: Right out the gate, there was a big seller of about 60- 70,000 shares. My rumor mill (which cannot be verified) says Deutsche Bank has been unloading some shares. Apparently, they own it from much lower prices. Other than that, I like the way the stock has stabilized and would consider buying more if it held $3.60.

As I sit here, once again, getting punched in the nose by mother market, I ponder over what I will eat for lunch.

On one hand, I would like to eat healthy-- a salad if you will or something else a bird would eat. Maybe I'll eat seeds or grain. After all, birds are pretty damn healthy. I never heard of a bird having a double bypass surgery.

On the trans-fat hand, I feel like eating that tremendously unhealthy Burger King sandwich. You know, the one featured in that new commercial-- mocking men for the barrel asses we are.

Or, maybe I'll eat nothing. I could just sit here like a dicktard, drinking Monster Energy soda, while losing large sums of money and cussing out strangers on the internets.

More on this later...

Aside from commodity related stocks, the Telecom sector is doing quite well.

Currently, my fav's are VIP, NIHD and TKC. They are all acting defensive.

NOTE: Please take the new "Fly Survey." Where is oil going next?

NOTE II: For now on, if you fuckers want to turn this blog into a Yahoo message board, you are going to have to register.

My fucking highlight this weekend was reading about 50 prospectuses on AMEX listed structured products. Frankly, I found it quite fun.

Last year, I made a gagillion dollars in NKZ' (ilx quote) or Nikkei 225 call warrants. Basically, it is a levered way to play the NIKKEI.

While slaving over the prospectuses this weekend, I found many interesting products, such as:
Accelerated Return Notes linked to the PHLX Gold & Silver Index (SVG), PLUS linked to the PHLX Oil Service Index (MPQ) or Stock Market Upturn Notes linked to the NIKKEI 225 (SZN).

Now, of course, you fuckers out there would probably like me to explain this shit in detail, but you are dead wrong. See, this blog is not about educating you-- just the opposite. This blog is all about eating Buffalo Wild Wings, drinking large quantities of Monster Energy Soda, while watching me get rich-er. And, don't forget, humiliating my servant/trader.

As the immortal Bud Fox once said to that piker with the Yankee helmet:

"Hey (dicktard)! I am sick and tired of playing wet nurse to you. Do your own research for once."

I know, it went nothing like that. But, you get the point.

Seriously, you can do some hw on the AMEX website, under the "structured products" section.

Keep in mind, many of these products use 300% leverage. Meaning: You can get your ass lit up quicker than a Baghdad bar mitzvah.

NOTE: Some of my previous comments on NKZ-WT.

Via Briefing:
(featured in this week's Barron's)

Energizing Hansen Natural - Barrons Online's Weekday Trader (37.08 )
Barron's Online reports investors in Hansen Natural turned fickle toward the No. 2 energy-drink co in last year's second half. But new growth initiatives could put some fizz back into the shares in 2007. Although the stock has bounced back somewhat, there is still upside potential of at least 20%, as Hansen starts to reap the benefits of a deal under which brewer Anheuser-Busch (BUD) will distribute its Monster Energy Drink, potentially providing deeper mkt penetration. Hansen also should benefit from new-product introductions, following a pause in its pipeline last year. In addition, the co is likely to emulate energy-drink leader Red Bull's recent decision to boost prices. Some speculate that the Anheuser relationship ultimately could lead to the St. Louis brewing giant to bid for the co. The beauty of Hansen's business model is that the co doesn't own any manufacturing facilities or make its own drinks. Instead, it relies on a network of producers and distributors with more efficient economies of scale to make, package and sell its products.

Via TheFlyontheWall.com:

U.S. Beverages: Not expecting big surprises during earnings season@JPMS JP Morgan believes KO is the most likely company to report a positive earnings surprise. They believe CCE could miss but notes 2007 guidance is more important. The firm is above the street on BUD and sees HANS as their top pick.