Lots of thoughts on both the economy and individual stocks, but I'm really busy so for now let me just point out that I posted two summaries of analyst conference calls to openicon.com this week:
Akamai Analyst Conference Call April 27, 2011 for Q1
Celgene Analyst Conference Call April 28, 2011 for Q1
Akamai showed the danger of owning stocks with high P/E ratios; just not growing super fast was a disappointment for some. Celgene is solid and has a great pipeline; revenues and profits should accelerate in the 2012.
More insights soon, keep diversified!