Individual Companies:

Exceptional results:  NFX, AEM

Solid quarters:  TCK

Tonight and tomorrow:  CHK numbers and conference call should be interesting.

Clunker:  GG

Clunker at first look:  FST

Disaster:  NIHD  My history with NII Holdings goes back a decade.  It’s a $14 stock that had $10 in cash flow last year.  This year will be down, but it’s a growth story.  The company is not under financial duress.  However, there is a large operational hiccup that must be overcome.  One to watch, but there is no hurry.  Later this year it might be available for 1X cash flow, by which time I’ll have examined the story in-depth.  Will keep you posted.