If you're feeling good about the market, you're not alone. Take my hand as we go over some of this week's more uplifting headlines.
1. Timberland isn't an amusement park for lumberjacks
The best acquisitions are the ones where both the acquirer and the company being acquired go up in value. This is exactly what happened on Monday when VF
Timberland obviously took off because a buyout at $43 a share is a healthy premium to last week's close of $29.99. However, VF's 10% pop on Monday is a refreshing endorsement of the logical fit that Timberland will have with VF. It's also an opportunistic grab, since Timberland shares were trading as high as $45.50 just last month.
If the waterproof leather boot fits, wear it!
2. Sweating your way to riches
The video game industry has been in a funk since 2009, but the malaise isn't universal.
The success of a licensed fitness game is turning into major improvement for Majesco Entertainment
Before the workout gaming frenzy of Zumba Fitness, Majesco was best known for its Cooking Mama games and having one of the cheesiest ticker symbols. However, now that Majesco has sold 2 million copies of the motion-based title since its November launch, there's some serious growth going on.
Revenue nearly tripled to $32.1 million in its latest quarter, with adjusted earnings clocking in at $0.13 a share. Analysts were only expecting a profit of $0.07 a share on $25.5 million in revenue.
Keep moving to the music, analysts. You'll have to work up more of a sweat to catch up next time.
3. Battery charges
One week's losers can be the following week's winners. A123 Systems
Shares of the maker of lithium-ion batteries that are popular with electric cars received a timely upgrade this week. Morgan Stanley sees revenue and margins climbing sharply this year.
Morgan Stanley was a lead manager in a secondary offering two months ago, so the accolades aren't really a surprise. However, A123 will take the praise wherever it can find it since the stock has been trading in the single digits since February.
4. Hot dough
Krispy Kreme announced plans at its annual shareholder meeting this week to open 45 new stores, expand retail distribution, and roll out three new signature coffee blends.
Krispy Kreme? Growth? Hot off its first profitable year since 2004, the company isn't going to back down now.
The coffee blends may be the more enticing nugget in Krispy Kreme's strategy given the popularity of premium "doughnut shop" coffee in single-serve and retail outlets. And when you think of "doughnut shop," don't a bunch of other brands come to mind these days before Krispy Kreme?
Skype calls on your television courtesy of Comcast
The country's largest cable operator announced that it would begin offering a platform to allow cross-country couch potatoes to engage in text, voice, and video Skype chats right from their Web-tethered living rooms.
Comcast has been shedding net video customers in recent quarters, and this seems like a great sticky tool for subscriber retention. The move will also help validate Microsoft's
I'm still skeptical. Comcast won't be giving away these kits, which include adapters, webcams, and updated remote controls. If they do, there will probably be some stiff monthly charges to customers who are already paying plenty on their cable monthly bills. The smart move here would be to integrate this technology into its DVR or digital boxes at no additional cost, differentiating Comcast from the telcos and satellite television providers that are growing at the cable giant's expense.
I'll reserve the right to change my mind if Comcast prices this out of mainstream attraction, but I like its thinking on paper.
The Motley Fool owns shares of Microsoft and Timberland. Motley Fool newsletter services have recommended buying shares of Timberland and Microsoft, as well as creating a diagonal call position in Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
Longtime Fool contributor Rick Munarriz is an optimist at every turn. He does not own shares in any of the stocks in this story. Rick is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early.
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