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[Chasing Value: General Cable -- Can Something Be Too Cheap?]]>http://www.bloggingstocks.com/2010/02/09/chasing-value-general-cable-can-something-be-too-cheap/http://www.bloggingstocks.com/2010/02/09/chasing-value-general-cable-can-something-be-too-cheap/http://www.bloggingstocks.com/2010/02/09/chasing-value-general-cable-can-something-be-too-cheap/#commentsFiled under: , , , , ,

This morning one of my colleagues, Joseph Lazzaro, who heavily uses technical analysis, posted an article titled General Cable Corp.: Stopped-Out.

I have never used technical analysis to make investment decisions, but I have used charts for general long-term trends examining a stock from a historical perspective. I think in the case of General Cable Corp. (BGC), it may prove untimely to bail out now based on just technical analysis.

Continue reading Chasing Value: General Cable -- Can Something Be Too Cheap?

Chasing Value: General Cable -- Can Something Be Too Cheap? originally appeared on BloggingStocks on Tue, 09 Feb 2010 17:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BGCchasing valueChasingValueeatoneatoncorporationemerson electricEmersonElectricEMRETNGEgeneral cable corp.general electricGeneralCableCorp.GeneralElectricsheldon liberSheldonLiberTue, 09 Feb 2010 17:20:00 EST<![CDATA[Analyst calls: SNV, BASFY, AKZOY, FUL, GA, WLT, AHD, OZM, HOG, MRK]]>http://www.bloggingstocks.com/2008/11/14/analyst-calls-snv-basfy-akzoy-ful-ga-wlt-ahd-ozm-hog-m/http://www.bloggingstocks.com/2008/11/14/analyst-calls-snv-basfy-akzoy-ful-ga-wlt-ahd-ozm-hog-m/http://www.bloggingstocks.com/2008/11/14/analyst-calls-snv-basfy-akzoy-ful-ga-wlt-ahd-ozm-hog-m/#commentsFiled under: , , , , , , ,

Analyst upgrades:
  • Friedman Billings upgraded Synovus (NYSE: SNV) to Market Perform from Underperform on valuation following the recent weakness. BASF (OTC: BASFY) and Akzo Nobel (OTC: AKZOY) were upgraded to Buy from Neutral at UBS on valuation and believes cash flows can cover the company's dividend.
  • JP Morgan upgraded H.B. Fuller (NYSE: FUL) to Overweight from Neutral citing benefits from lower raw material costs.
  • CA, Inc (NASDAQ: CA) was added to Goldman's Conviction Buy List.
  • Goldman removed Boeing (NYSE: BA) from the Conviction Sell List.
  • WABCO Holdings (NYSE: WBC) was upgraded to Buy from Hold at KeyBanc.
Analyst downgrades:
  • Oppenheimer downgraded Giant Interactive (NYSE: GA) to Perform from Outperform following the company's Q3 results as they believe a recovery of revenue from ZT Online will take longer than expected.
  • Friedman Billings cut Walter Industries (NYSE: WLT) to Market Perform from Outperform as they believe the decline in steel demand will pressure met coal prices. The company's target was lowered to $30 from $53.
  • Citigroup downgraded shares of Atlas Pipeline (NYSE: AHD) Holdings to Sell from Hold as they believe the company could potentially be in violation of its debt covenants as early as Q1. The company's target was lowered to $4 from $31.
  • Oracle (NASDAQ: ORCL) was removed from Goldman's Conviction Buy List.
  • Dover (NYSE: DOV) and Emerson Electric (NYSE: EMR) were downgraded to Underweight from Neutral at JP Morgan.
Analyst initiations:

Continue reading Analyst calls: SNV, BASFY, AKZOY, FUL, GA, WLT, AHD, OZM, HOG, MRK

Analyst calls: SNV, BASFY, AKZOY, FUL, GA, WLT, AHD, OZM, HOG, MRK originally appeared on BloggingStocks on Fri, 14 Nov 2008 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AHDAkzo NobelAkzoNobelAKZOYAtlas PipelineAtlasPipelineBABASFBASFYBoeingCACA incCaIncDOVDoverEmerson ElectricEmersonElectricEMRFULGAGarminGiant InteractiveGiantInteractiveGRMNH.B. FullerH.b.FullerHarley-DavidsonHOGMerckMRKOch-ZiffOch-Ziff CapitalOch-ziffCapitalOracleORCLOZMRadianRDNSNVSynovusVMWVMWareWABCO HoldingsWabcoHoldingsWalter IndustriesWalterIndustriesWBCWLTFri, 14 Nov 2008 11:30:00 EST<![CDATA[Dividend boosters: Emerson Electric (EMR) and United Technologies (UTX)]]>http://www.bloggingstocks.com/2008/06/05/dividend-boosters-emerson-electric-emr-and-united-technologie/http://www.bloggingstocks.com/2008/06/05/dividend-boosters-emerson-electric-emr-and-united-technologie/http://www.bloggingstocks.com/2008/06/05/dividend-boosters-emerson-electric-emr-and-united-technologie/#commentsFiled under: , ,

"Dividend growth has become increasingly scarce on Wall Street," says says Chuck Carlson, an expert on dividend reinvestment plans. In his The DRIP Investor he looks at two stocks boosting their payouts.

"For the first time in five years, the number of companies in 2007 boosting their dividends declined nearly
6% from the previous year, according to Standard & Poor's. And the slowdown in dividend growth continued in the first quarter of 2008.

"The first quarter marked the seventh consecutive three-month period of year-over-year declines in the number of companies raising dividends. Through the first three months of this year, 19% fewer companies raised dividends than in the year-earlier quarter.

"Even more alarming, 83 companies decreased their dividends during the fi rst quarter, according to S&P. That's up from just 19 in the same period in 2007 and is the highest number of dividend decreases since 1991.

"Nevertheless, there are still plenty of companies willing to boost their dividends, and you can now buy such companies at bargain prices.

Continue reading Dividend boosters: Emerson Electric (EMR) and United Technologies (UTX)

Dividend boosters: Emerson Electric (EMR) and United Technologies (UTX) originally appeared on BloggingStocks on Thu, 05 Jun 2008 14:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chuck carlsondividend reinvestment plansdividend stocksDividendReinvestmentPlansemerson electricEmersonElectricemrincome stocksIncomeStockssteven halpernStevenHalpernthe drip investorTheDripInvestorthestockadvisors.comunited technologiesUnitedTechnologiesutxyield stocksYieldStocksThu, 05 Jun 2008 14:20:00 EST<![CDATA[Analyst upgrades: WMT, MGA, DISH, WSTL and SIRF]]>http://www.bloggingstocks.com/2007/09/27/analyst-upgrades-wmt-mga-dish-wstl-and-sirf/http://www.bloggingstocks.com/2007/09/27/analyst-upgrades-wmt-mga-dish-wstl-and-sirf/http://www.bloggingstocks.com/2007/09/27/analyst-upgrades-wmt-mga-dish-wstl-and-sirf/#commentsFiled under: , , ,

MOST NOTEWORTHY: Wal-Mart Stores, Magna International, EchoStar Communications, Westell Technologies and SiRF Technology were today's noteworthy upgrades:
  • Rochdale upgraded shares of Wal-Mart Stores (NYSE: WMT) to Buy from Hold citing improved outlook for margins and ROIC.
  • CIBC World Markets resumed coverage and upgraded shares of Magna International (NYSE: MGA) to Sector Outperformer from Sector Performer as they believe higher multiples are warranted due to the company's improving earnings power and cash flow generation.
  • Oppenheimer upgraded shares of EchoStar Communications (NASDAQ: DISH) to Buy from Neutral as they believe recent events add $4-$6 per share to their valuation analysis.
  • Westell Technologies (NASDAQ: WSTL) was upgraded to Outperform from Neutral at Baird. The firm believes Westell is taking the right steps to improve its market position and financial performance.
  • Credit Suisse upgraded SiRF Technology Holdings (NASDAQ: SIRF) to Outperform from Neutral, expecting the stock to benefit from a strong holiday season at electronic retailers.
OTHER UPGRADES:

Analyst upgrades: WMT, MGA, DISH, WSTL and SIRF originally appeared on BloggingStocks on Thu, 27 Sep 2007 10:52:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystcampbell soupCampbellSoupcpbdishechostaremerson electricEmersonElectricemrkindred healthcareKindredHealthcarekndmagnamgaofgoriental financialOrientalFinancialprudentialpuksirfupgradewal-martwestellwmtwstlThu, 27 Sep 2007 10:52:00 EST<![CDATA[Buffett's big buy: Our top picks include Allstate, Lowe's, Target]]>http://www.bloggingstocks.com/2007/05/11/buffetts-big-buy-our-top-picks-include-allstate-lowes/http://www.bloggingstocks.com/2007/05/11/buffetts-big-buy-our-top-picks-include-allstate-lowes/http://www.bloggingstocks.com/2007/05/11/buffetts-big-buy-our-top-picks-include-allstate-lowes/#commentsFiled under: , , , , , , ,

When Warren Buffett announced he wanted to use between $40 and $60 billion to buy a company several days ago, picking a target for the billionairest of all billionaires became the favorite pastime of financial writers everywhere -- and our bloggers were as eager as anyone else to come up with just the thing for the guy who already has everything (and everything, in this case, includes bunches of shares of companies as diverse as dull sheetrock manufacturer USG Corp. (NYSE: USG) to hip shoe company Nike Inc. (NYSE: NKE)).

Of course, Buffett's needs are unique. First of all, the company has to be both big and a good value -- no 80x P/E multiples for Warren. It has to be a relatively simple business (I'm thinking nanotech is out), have a good management team and no dark and dirty secrets (so sub-prime lenders are probably off the list). Finally, the company should have solid, long-term competitive advantages.

Sheldon Liber suggests a couple that might make the grade: Allstate Corp. (NYSE: ALL), the insurance company, which at about $38 billion in market capitalization and a 7.8x P/E ratio fits both the "big" and "cheap" qualifiers. Plus, we all know that Warren Buffett loves insurance companies, and given its retail approach, it's not much of a competitor with longterm portfolio company GEICO. Emerson Electric (NYSE: EMR) also seems a good candidate with its $37 billion market cap and 19x P/E ratio -- but is it simple enough? Its business is, according to Hoover's, making "a host of electrical, electromechanical, and electronic products, many of which are used to control gases, liquids, and electricity." Hmmm.

When Gary Sattler suggests Warren might buy General Electric Co. (NYSE: GE)'s plastics division, it's a good concept (simple, well-managed) but the price is way too low at around $10-12 billion. A commenter, however, brings up a good replacement in Lowe's Companies Inc. (NYSE: LOW); it has a $47 billion market cap and a reasonable P/E ratio of 15.5x. What's more, it has none of the bad-management baggage of competitor Home Depot Inc. (NYSE: HD). Does it have a "moat," though? I suppose that's a question for Warren. He does own some of each company, meaning that he's already emotionally invested in the sector (a plus) although it's obvious from our near-tie in the Battle of the Brands that neither holds a substantial consumer-facing edge competitively.

Continue reading Buffett's big buy: Our top picks include Allstate, Lowe's, Target

Buffett's big buy: Our top picks include Allstate, Lowe's, Target originally appeared on BloggingStocks on Fri, 11 May 2007 20:49:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>allallstatebuffettemerson electricEmersonElectricemrgege plasticsgeneral electricGeneralElectricGePlasticshdhome depotHomeDepotlowlowe'snikenkeusgwarrenwarren buffettWarrenBuffettwhat would buffett buy?WhatWouldBuffettBuy?Fri, 11 May 2007 20:49:00 EST