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[Top Picks for 2010: Equinix (EQIX)]]>http://www.bloggingstocks.com/2010/01/03/top-picks-for-2010-equinix-eqix/http://www.bloggingstocks.com/2010/01/03/top-picks-for-2010-equinix-eqix/http://www.bloggingstocks.com/2010/01/03/top-picks-for-2010-equinix-eqix/#commentsFiled under: , ,

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"Equinix (EQIX), the global data center operator, is one of the most tempting growth stock opportunities on the 2010 horizon," says Stephen Quickel.

The editor of US Investment Report explains, "Big banks, market data providers, telecoms and other technology-driven clients use the firm's data center platforms to reduce their own capital expenditures and operating costs."

Continue reading Top Picks for 2010: Equinix (EQIX)

Top Picks for 2010: Equinix (EQIX) originally appeared on BloggingStocks on Sun, 03 Jan 2010 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>data management stockseqixequinixstephen quickelsteven halperntech stockstechnology stocksTechStocksthestockadvisors.comus investment reportSun, 03 Jan 2010 13:00:00 EST<![CDATA[Analyst upgrades: KO, NVO, EQIX, PETM, URBN]]>http://www.bloggingstocks.com/2008/02/08/analyst-upgrades-ko-nvo-eqix/http://www.bloggingstocks.com/2008/02/08/analyst-upgrades-ko-nvo-eqix/http://www.bloggingstocks.com/2008/02/08/analyst-upgrades-ko-nvo-eqix/#commentsFiled under: , , ,

MOST NOTEWORTHY: Coca-Cola, Novo Nordisk and Equinix were today's noteworthy upgrades:
  • Bear Stearns upgraded The Coca-Cola Company (NYSE: KO) to Outperform from Peer Perform, as they expect it to post solid earnings short-term with potential upside, and over the long-term due to its upgraded business model.
  • Bernstein raised its rating on Novo Nordisk AS (NYSE: NVO) to Outperform from Market Perform, as they believe consensus estimates do not reflect the company's growth potential.
  • Merriman upgraded shares of Equinix Inc (NASDAQ: EQIX) to Buy from Neutral on valuation following the recent sell-off. The firm expects strong Q4 results.
OTHER UPGRADES:

Analyst upgrades: KO, NVO, EQIX, PETM, URBN originally appeared on BloggingStocks on Fri, 08 Feb 2008 09:47:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BG GroupBgGroupBRGYYCoca-ColaEQIXEquinixinthenewsKONovo NordiskNovoNordiskNVOPETMPetSmartupgradesUrban OutfittersUrbanOutfittersURBNFri, 08 Feb 2008 09:47:00 EST<![CDATA[Tech coming back to life]]>http://www.bloggingstocks.com/2007/09/21/tech-coming-back-to-life/http://www.bloggingstocks.com/2007/09/21/tech-coming-back-to-life/http://www.bloggingstocks.com/2007/09/21/tech-coming-back-to-life/#commentsFiled under: , , , , ,

While gold and commodities around the world enjoy one heck of a bull market, the performance of technology stocks is steadily improving.

Last night, Oracle Corporation (NASDAQ: ORCL) once again reported solid results, although margin improvement was a little light and the software giant got a big boost from positive currency movement. Oracle's solid results follow a boost in outlook from Intel Corporation (NASDAQ: INTC). Also, with EMC Corporation's (NYSE: EMC) offering of VMware Inc (NYSE: VMW) being a huge success, equity offerings for the tech sector are also picking up, with Equinix Inc (NASDAQ: EQIX), the data-center company, completing a secondary this week. Improved IPO and secondary markets for tech stocks have usually meant good things for tech in general.

Also, just the general tone in technology is pickup up as both Google Inc (NASDAQ: GOOG) and Yahoo Inc (NASDAQ: YHOO) are remaining very active in the acquisition market as the two search-engine giants scoop more web-centric applications and Web 2.0 products.

While CNBC and Bloomberg focus on the booming commodities market, do not forget technology is beginning a very nice bull market.

Tech coming back to life originally appeared on BloggingStocks on Fri, 21 Sep 2007 13:18:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>emceqixequinixgooggoogleintcinteloracleorcltechnologyvmwvmwareyahooyhooFri, 21 Sep 2007 13:18:00 EST<![CDATA[Analyst upgrades: F, AMD, BRCD, NFLX and EQIX]]>http://www.bloggingstocks.com/2007/09/17/analyst-upgrades-f-amd-brcd-nflx-and-eqix/http://www.bloggingstocks.com/2007/09/17/analyst-upgrades-f-amd-brcd-nflx-and-eqix/http://www.bloggingstocks.com/2007/09/17/analyst-upgrades-f-amd-brcd-nflx-and-eqix/#commentsFiled under: , , , ,

MOST NOTEWORTHY: Ford Motor Co, Advanced Micro Devices, Brocade, Netflix and Equinix were today's noteworthy upgrades:
  • Bear Stearns believes Ford Motor Company (NYSE: F) could also benefit from similar deal to General Motors Corporation's (NYSE: GM) potential VEBA healthcare restructuring with the UAW. The firm upgraded Ford shares to Outperform from Peer Perform.
  • Advanced Micro Devices (NYSE: AMD) was upgraded to Neutral from Underweight at JP Morgan. The firm expects AMD's Barcelona server chip will help close the gap vs. Intel Corporation (NASDAQ: INTC).
  • Citigroup upgraded shares of Brocade Communications Systems (NASDAQ: BRCD) to Buy from Hold and added the stock to their Global Tech Conviction List on expectations for market share gains and margin upside in 2008.
  • Thomas Weisel upgraded shares of Netflix Inc (NASDAQ: NFLX) to Overweight from Market Weight, citing reduced pressure from competitor Blockbuster Inc (NYSE: BBI), which could lead to upside in subscribers.
  • Needham upgraded shares of Equinix (NASDAQ: EQIX) to Buy from Hold to reflect improving fundamentals and potential upside from the IXEurope acquisition.
OTHER UPGRADES:

Analyst upgrades: F, AMD, BRCD, NFLX and EQIX originally appeared on BloggingStocks on Mon, 17 Sep 2007 11:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>advanced microAdvancedMicroamdanalystbebecsxeqixequinixffirmfordhcbkhudson cityHudsonCitynetflixnflxsun healthcaresunhSunHealthcaretwbtween brandsTweenBrandsupgradeMon, 17 Sep 2007 11:10:00 EST<![CDATA[Analyst initiations 7-26-07: Alcoa, Alcan, Polo Ralph Lauren]]>http://www.bloggingstocks.com/2007/07/26/analyst-initiations-7-26-07-alcoa-alcan-polo-ralph-lauren/http://www.bloggingstocks.com/2007/07/26/analyst-initiations-7-26-07-alcoa-alcan-polo-ralph-lauren/http://www.bloggingstocks.com/2007/07/26/analyst-initiations-7-26-07-alcoa-alcan-polo-ralph-lauren/#commentsFiled under: , , ,

MOST NOTEWORTHY: Polo Ralph Lauren (RL), Alcan (AL), Alcoa (AA) and Conn's, Inc (CONN) were today's noteworthy initiations:
  • Polo Ralph Lauren (NYSE: RL) was initiated with a Market Perform rating at Piper Jaffray. The firm feels the risk/reward is balanced at current levels given the near-term risks from increased investment and exposure to inconsistent U.S. wholesale markets.
  • Goldman Sachs resumed coverage of Alcan (NYSE: AL) and Alcoa (NYSE: AA) with Neutral ratings and a $101 target and $48 target, respectively.
  • Morgan Joseph is positive on Conn's Inc's (NASDAQ: CONN) strong track record of growth, new store growth and easy comps, and initiated shares with a Buy rating and $34 target.
OTHER INITIATIONS:
  • Stifel initiated shares of Pharmerica (NASDAQ: PMC) with a Hold rating on valuation.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Analyst initiations 7-26-07: Alcoa, Alcan, Polo Ralph Lauren originally appeared on BloggingStocks on Thu, 26 Jul 2007 12:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaalalcanalcoaanalystbcsiblue coatBlueCoatconneqixequinixinitiationpharmericapmcpoloralphratingrlsavvissvvsThu, 26 Jul 2007 12:45:00 EST<![CDATA[Savvis and datacenter businesses are here to stay]]>http://www.bloggingstocks.com/2007/07/03/savvis-and-datacenter-businesses-are-here-to-stay/http://www.bloggingstocks.com/2007/07/03/savvis-and-datacenter-businesses-are-here-to-stay/http://www.bloggingstocks.com/2007/07/03/savvis-and-datacenter-businesses-are-here-to-stay/#commentsFiled under: , , , ,

Savvis Inc (NASDAQ: SVVS) announced transaction with Microsoft Corporation (NASDAQ: MSFT) yesterday is another clear sign that the datacenter business is here to stay.

Savvis announced that Microsoft would assume leases for 300,000 square feet of datacenter space in Santa Clara that Savvis controls, the heartland of Silicon Valley. In return, Savvis receives $200 million. Microsoft gets greater control of more datacenter space and Savvis gets rid of below-market-rate leases that were signed when the industry was in the dump.

We began blogging that investors should jump into Savvis in April 2006 when the stock was selling for $26. Today, the stock is at $50, just shy of 100% profit. The datacenter industry was a boom-bust posterchild sector for Internet 1.0. Many of these companies went into or flirted with bankruptcy.

However, while the two largest stand-alone datacenter companies, Savvis along with Equinix Inc (NASDAQ: EQIX), have done considerably well since we started blogging about their merits as investments over one year ago, these stocks are still underfollowed and underknown. The fundamentals of this industry continue to improve and the barriers to entry continue to expand.

Stay with both Savvis and Equinix, and if you do not own them, I'd suggest buying them and putting them away. These are difficult assets to build and maintain and companies such as Microsoft, Google Inc (NASDAQ: GOOG) and Level 3 Communications Inc (NASDAQ: LVLT) want to own more of them.

Savvis and datacenter businesses are here to stay originally appeared on BloggingStocks on Tue, 03 Jul 2007 11:05:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>datacenterEQIXEquinixGOOGGoogleLevel 3Level 3 CommunicationsLevel3Level3CommunicationsLVLTMicrosoftMSFTSavvisSVVSTue, 03 Jul 2007 11:05:00 EST<![CDATA[Market highlights For next week: Nike to hold Analyst Day on Tuesday]]>http://www.bloggingstocks.com/2007/02/02/market-highlights-for-next-week-nike-to-hold-analyst-day-on-tue/http://www.bloggingstocks.com/2007/02/02/market-highlights-for-next-week-nike-to-hold-analyst-day-on-tue/http://www.bloggingstocks.com/2007/02/02/market-highlights-for-next-week-nike-to-hold-analyst-day-on-tue/#commentsFiled under: , , , , , , , , ,

As this earnings period begins to wind down, with most of the juggernauts already having reported, we begin to see reports from some smaller, lesser known companies, along with reports from former high-fliers like Gateway Inc (NYSE: GTW) and Overstock.com Inc (NASDAQ: OSTK).

Monday February 5
  • Overstock.com to report Q4 earnings, conference call at 11am.
  • PDUFA date for Watson Pharmaceutical Inc's (NYSE: WPI) Actoplus XR for non-insulin dependent diabetes mellitus.
Tuesday February 6
  • Nike Inc (NYSE: NKE) to hold Analyst Day at 12pm. Credit Suisse First Boston believes Nike will announce the rollout of a specialty retail store concept at the meeting.
Wednesday February 7
  • Equinix (NASDAQ: EQIX) to report Q4 earnings; conference call at 5:30pm. Kaufman Brothers notes that the company's last overhang was removed in the middle of January and it sees a $93 price target on the stock.
  • PDUFA Date for Roche Holding's (OTC: RHHBY) Cera for chronic renal disease.
Thursday February 8
  • Monthly sales reports reports due from Abercrombie & Fitch Co (NYSE: ANF), Limited Brands (NYSE: LTD), Nordstrom, Inc (NYSE: JWN) and Wal-Mart Stores Inc (NYSE: WMT).
  • Gateway to report Q4 earnings; conference call at 5:30pm.
Friday February 9
  • Corning Incorporated (NYSE: GLW) to hold Investor Meeting at 9am with presentations from its CEO and CFO.

Market highlights For next week: Nike to hold Analyst Day on Tuesday originally appeared on BloggingStocks on Fri, 02 Feb 2007 17:17:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>abercrombieanfcorningearningseqixequinixgatewayglwgtwjwnlimitedltdnikenkenordstromostkoverstockpdufarhhbyrochewal-martwatsonwmtwpiFri, 02 Feb 2007 17:17:00 EST<![CDATA[Savvis -- Data center business continues to improve]]>http://www.bloggingstocks.com/2007/01/30/data-center-business-continues-to-improve/http://www.bloggingstocks.com/2007/01/30/data-center-business-continues-to-improve/http://www.bloggingstocks.com/2007/01/30/data-center-business-continues-to-improve/#commentsFiled under: ,

Savvis Inc's (NASDAQ: SVVS) business continues to improve, supporting the view that the data center business is a real business. As we have blogged about Savvis and Equinix Inc (NASDAQ: EQIX) in the past, these are two pure-play data center companies that were able to restructure their balance sheets in the post-tech & telecom bubble of the late 1990s. Here are some of the numbers for Savvis:
  • Savvis revenue jumped 15%, with adjusted EBITDA jumping 55% to $123 million
  • Revenue continued to shift to higher-end product lines, moving up the value chain to managed VPN and hosting services
  • EBITDA for the fourth quarter jumped 67%
  • Savvis was able to sell a subsidiary for $125 million which can be used to expand its core hosting businesses
The power of Savvis' model is that it can move its customers up the value chain which allows the company to grow revenue and EBITDA for a number of years.

For example, managed hosting generates $4 versus every $1 dollar earned for a commodity hosting business. In addition, for new services that Savvis will be able to sell to customers in 2008 on its upgraded infrastructure, that number goes up to $8 for every dollar of commodity services.

Savvis said by increasing co-location space and moving up the value chain, it can easily drive hosting revenue above $ 1 billion. High-end hosting and managed services is a real growth business. Stay focused on both Savvis and Equinix.

Savvis -- Data center business continues to improve originally appeared on BloggingStocks on Tue, 30 Jan 2007 11:45:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>data centerDataCenterearningseqixequinixsavvissvvsTue, 30 Jan 2007 11:45:00 EST<![CDATA[Savvis builds a serious growth path]]>http://www.bloggingstocks.com/2006/12/26/savvis-builds-a-serious-growth-path/http://www.bloggingstocks.com/2006/12/26/savvis-builds-a-serious-growth-path/http://www.bloggingstocks.com/2006/12/26/savvis-builds-a-serious-growth-path/#commentsFiled under: , , ,

Savvis Corp (NASDAQ: SVVS), a left-for-dead tech-telecom bubble stock, continues to come back to life. While most investors are on vacation, Savvis, a large independent data center company, released some interesting news this morning.
  • Savvis will add 180,000 square feet of raised floor space through new construction. This will increase its total data center footprint more than 10% to over 1.5 million square feet.
  • Savvis will also sell its content delivery network services business to Level 3 Communications (NASDAQ: LVLT) for $135 million in cash. Management said it will focus on its core hosting and managed network services businesses.
Savvis and Equinix (NASDAQ: EQIX), another independent publicly traded data center company, continue to benefit from the strong demand for data center space. Customers require high standards for security and reliability, power availability, cooling, network connectivity, and environmental controls. Savvis has pre-booked most of the new space.

The expansion is expected to cost $200 million. With $135 million coming from the asset sale to Level 3 and 2007 EBITDA expected to come at $150 million, Savvis can fund this expansion without using outside financing---a very good sign of the financial health of the company and for increasing shareholder value.

Since TheFly blogged in April to begin looking at this sector again, Savvis and Equinix are up 38% and 31%, respectively.

Savvis builds a serious growth path originally appeared on BloggingStocks on Tue, 26 Dec 2006 12:44:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>eqixequinixlevel 3level threeLevel3LevelThreelvltsavvissvvsTue, 26 Dec 2006 12:44:00 EST