BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Option Update: Volatility flat for heavy earth movers; CAT, DE, TEX ...]]>http://www.bloggingstocks.com/2008/09/04/option-update-volatility-flat-for-heavy-earth-movers-cat-de/http://www.bloggingstocks.com/2008/09/04/option-update-volatility-flat-for-heavy-earth-movers-cat-de/http://www.bloggingstocks.com/2008/09/04/option-update-volatility-flat-for-heavy-earth-movers-cat-de/#commentsFiled under: , ,

Terex (NYSE: TEX) is recently trading at $42.50 in pre-open trading, below its close of $47.32. TEX lowered 2008 EPS view to $6.35-$6.65 from $6.85-$7.15. TEX overall option implied volatility of 50 is near its 26-week average according to Track Data, according to Track Data, suggesting non-directional price movement.

Agco (NYSE: AG), global manufacturer of agricultural and construction equipment, closed at $56.10. AG overall option implied volatility of 49 is near its 26-week average, suggesting non-directional price movement.

Deere (NYSE: DE) closed at $66.53. DE overall option implied volatility of 40 is near its 26-week average according to Track Data, suggesting non-directional price movement.

CNH Global (NYSE: CNH), an agricultural and construction equipment manufacturer, closed at $35.17. CNH overall option implied volatility of 54 is near its 26-week average, suggesting non-directional price movement.

Caterpillar (NYSE: CAT) closed at $67.73. CAT October option implied volatility of 32 is near its 26-week average according to Track Data, suggesting non-directional price movement.

Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com

Option Update: Volatility flat for heavy earth movers; CAT, DE, TEX ... originally appeared on BloggingStocks on Thu, 04 Sep 2008 09:33:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>agAgcocatcnhCNH GlobalCnhGlobaldeinthenewsoption implied volatilityOptionImpliedVolatilityTerextexThu, 04 Sep 2008 09:33:00 EST<![CDATA[Analyst downgrades: SUN, RYAAY, HBC, MPP, PCU, CNH and HBC]]>http://www.bloggingstocks.com/2008/05/06/analyst-downgrades-sun-ryaay-hbc-mpp-pcu-cnh-and-hbc/http://www.bloggingstocks.com/2008/05/06/analyst-downgrades-sun-ryaay-hbc-mpp-pcu-cnh-and-hbc/http://www.bloggingstocks.com/2008/05/06/analyst-downgrades-sun-ryaay-hbc-mpp-pcu-cnh-and-hbc/#commentsFiled under: , ,

MOST NOTEWORTHY: Sunoco, Ryanair and HSBC Holdings were today's noteworthy downgrades:
  • JP Morgan downgraded Sunoco (NYSE: SUN) to Underweight from Neutral citing expected margin pressure due to high leverage to sweet crude. Goldman also downgraded shares of Sunoco to Neutral from Buy.
  • Deutsche Bank downgraded shares of Ryanair (NASDAQ: RYAAY) to Sell from Hold as they believe the European airlines sector will trade well below book value until the companies deal with higher oil prices.
  • UBS cut HSBC (NYSE: HBC) to Neutral from Buy to reflect the potential for higher losses at the company's household unit and weak performance at its U.S. bank.
OTHER DOWNGRADES:
  • Broadpoint lowered MTS Medication (NYSE: MPP) to Neutral from Strong Buy.
  • HSBC cut Southern Peru Copper (NYSE: PCU) to Neutral from Overweight.
  • Goldman downgraded CNH Global (NYSE: CNH) to Neutral from Buy and PetroChina (PTR) to Sell from Buy.

Analyst downgrades: SUN, RYAAY, HBC, MPP, PCU, CNH and HBC originally appeared on BloggingStocks on Tue, 06 May 2008 11:59:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystcnhcnh globalCnhGlobaldowngradehbchsbcmppmts medicationMtsMedicationpcupetrochinaptrryaayryanairsouthern peru copperSouthernPeruCoppersunsunocoTue, 06 May 2008 11:59:00 EST<![CDATA[CNH Global (CNH) makes a strong 'Case' for its products]]>http://www.bloggingstocks.com/2007/10/30/cnh-global-cnh-makes-a-strong-case-for-its-products/http://www.bloggingstocks.com/2007/10/30/cnh-global-cnh-makes-a-strong-case-for-its-products/http://www.bloggingstocks.com/2007/10/30/cnh-global-cnh-makes-a-strong-case-for-its-products/#commentsFiled under: , , ,

With the markets in a choppy/consolidation mode (or perhaps worse), it's best to consider including a few defensive stocks in your portfolio. CNH [Case New Holland] Global (NYSE: CNH) is worth an evaluation.

CNH is the second biggest manufacturer of agricultural equipment behind Deere (NYSE: DE), and also is a major manufacturer of construction equipment.

Like Deere, CNH is riding the global agricultural wave: emerging market development is increasing demand for agricultural products as food and as energy. (Example: corn for ethanol.)

Further, CNH has established brands in Case and New Holland, a reliable distribution network, and demonstrated marketing proficiency. Further, continued, strong demand for agriculture and construction equipment in Latin America represents a solid revenue tailwind.

The downside points? Above-average debt and a slowing domestic (Europe) market for Amsterdam-based CNH are on analysts' radar screens, but those are not large enough to offset the company's solid operational prospects, moving forward.

(Note: Technical analysis agnostics stop reading here; all others continue.)

Technically, CNH's chart looks good. The stock's only serious breach of its 50-day moving average occurred during the August 2007 market sell-off, and CNH has been above its 200-day moving average for about a year.

Stock Analysis: CNH Global is a moderate-risk stock not suitable for low-risk investors. With a p/e of 30, CNH is selling for an above-average price, hence investors should wait for a pull-back to $58-$60 before purchasing shares, if the market presents the opportunity. Sell / Stop Loss: $39.

CNH Global (CNH) makes a strong 'Case' for its products originally appeared on BloggingStocks on Tue, 30 Oct 2007 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>agricultureagriculture equipmentCNHGlobalconstructionconstruction equipmentDeereemerging marketsTue, 30 Oct 2007 16:30:00 EST<![CDATA[Deere (DE): Well-positioned amid the global agri-boom]]>http://www.bloggingstocks.com/2007/10/29/deere-de-well-positioned-amid-the-global-agri-boom/http://www.bloggingstocks.com/2007/10/29/deere-de-well-positioned-amid-the-global-agri-boom/http://www.bloggingstocks.com/2007/10/29/deere-de-well-positioned-amid-the-global-agri-boom/#commentsFiled under: , , , , , , , , , , ,

John Deere (NYSE: DE) logoWith the markets in a choppy/consolidation mode (or perhaps worse), it's best to consider including a few defensive stocks in your portfolio. Deere and Co. (NYSE: DE) is worth an evaluation.

Deere is well-positioned to take advantage of several long-term, secular trends. Chief among these are: strong international agricultural and international construction/building markets, and an expanding consumer equipment sales segment.

Solid, enduring growth in international agricultural markets is the standout fundamental here, with the business line's revenue growth expected to offset slumps in equipment sales for the correcting U.S. housing market. Other positives: DE's costs remain under control, its balance is strong, and agriculture equipment market conditions suggest the company has modest pricing power. Increased use of renewable fuels are likely to add to demand for DE's equipment, assuming at least one renewable fuel gains traction as a practical, affordable alternative to petroleum-based energy.

Continue reading Deere (DE): Well-positioned amid the global agri-boom

Deere (DE): Well-positioned amid the global agri-boom originally appeared on BloggingStocks on Mon, 29 Oct 2007 17:25:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>agricultureAsiaCaterpillarCNHGlobalconstruction equipmentDeeredefensive stock picksDefensiveStockPicksemerging marketsforestryhousingLatin AmericaMon, 29 Oct 2007 17:25:00 EST<![CDATA[CNH Global: Want that combine harvester with or without AC?]]>http://www.bloggingstocks.com/2007/05/01/cnh-global-want-that-combine-harvester-with-or-without-ac/http://www.bloggingstocks.com/2007/05/01/cnh-global-want-that-combine-harvester-with-or-without-ac/http://www.bloggingstocks.com/2007/05/01/cnh-global-want-that-combine-harvester-with-or-without-ac/#commentsFiled under: , , ,

Ever wonder what became of agricultural equipment names like Case, Ford, International Harvester and New Holland? They are all part of the heritage of one of the biggest heavy equipment makers around.

CNH Global NV (NYSE: CNH) is a world class manufacturer of agricultural and construction equipment, ranking second to Deere (NYSE: DE) in the farm category and third to Caterpillar (NYSE: CAT) and Komatsu in the building line. Products include wide varieties of tractors, combine harvesters, seeding and planting equipment, sprayers, excavators, graders, bulldozers, backhoe loaders and skid steer loaders. A financial services unit assists clients with the purchase, or lease of equipment. The firm, a majority-owned subsidiary of Fiat S.p.A. (NYSE: FIA), is supported by about 11,500 dealers in 160 countries.

Continue reading CNH Global: Want that combine harvester with or without AC?

CNH Global: Want that combine harvester with or without AC? originally appeared on BloggingStocks on Tue, 01 May 2007 20:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>CNHCNH GlobalCnhGlobalfundamental analysisFundamentalAnalysistechnical analysisTechnicalAnalysisTue, 01 May 2007 20:00:00 EST