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[Frontline Ltd: Continue to Stand Aside]]>http://www.bloggingstocks.com/2011/02/22/frontline-ltd-continue-to-stand-aside/http://www.bloggingstocks.com/2011/02/22/frontline-ltd-continue-to-stand-aside/http://www.bloggingstocks.com/2011/02/22/frontline-ltd-continue-to-stand-aside/#commentsFiled under:

The stock of Frontline Ltd. (FRO), which I first discussed here on April 28, 2009 at a price of $19.17, continues to meander at/near $26.

A shipper and operator of very large crude carriers (VLCC) and Suezmax tankers, Frontline has been hindered by a volatile spot tanker market, as only about 25-27% of its work is tied to fixed-rate contracts.

Frontline should post a double-digit revenue increase in 2011, but that's contingent on several variables, including day rates, fleet utilization rates, and operating expenses, each of which could vary substantially. The possibility of oil production disruptions in Middle East nations stemming from political/social unrest adds another unknown variable for at least the quarter ahead, perhaps longer.

Continue reading Frontline Ltd: Continue to Stand Aside

Frontline Ltd: Continue to Stand Aside originally appeared on BloggingStocks on Tue, 22 Feb 2011 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.Tue, 22 Feb 2011 16:30:00 EST<![CDATA[Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ...]]>http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/#commentsFiled under: , , ,

Analyst Upgrades

  • Heico (HEI) to outperform from market perform at FBR Capital.
  • Eaton (ETN), Silgan Holdings (SLGN), MYR Group (MYRG) and Shaw Group (SHAW) to outperform from neutral at RW Baird.
  • Infosys (INFY) to buy from Neutral at Nomura.
  • Isle of Capri (ISLE) to buy from neutral at Merriman.
  • NovaGold (NG) to sector perform from underperform at RBC Capital.
  • CarMax (KMX) and Rockwell Collins (COL) to outperform from neutral at Credit Suisse.
  • DHT Holdings (DHT) to overweight from neutral at JPMorgan.
  • Cabot Oil & Gas (COG) to overweight from underweight at Morgan Stanley.

Continue reading Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ...

Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ... originally appeared on BloggingStocks on Fri, 21 Jan 2011 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AHanalyst upgradesBAHBooz AllenCabot OilCarMaxCBChubbCOGDHTdowngradesEatonEMEmdeonETNFCXFreeport McMoRanFROFrontlineGMRHarleysvilleHEIHeicoHGICInfosysINFYinitiationsIntersilinthenewsISILISLEIsle of CapriKMXMYRGNATNGNordic American TankerNovaGoldPLDProLogisSHAWSLGNSONSonocoSTBZSYNASynapticsTetra TechTTEKURSVentasVTRFri, 21 Jan 2011 12:00:00 EST<![CDATA[Frontline Ltd: For Now, Stand Aside]]>http://www.bloggingstocks.com/2010/12/03/frontline-ltd-for-now-stand-aside/http://www.bloggingstocks.com/2010/12/03/frontline-ltd-for-now-stand-aside/http://www.bloggingstocks.com/2010/12/03/frontline-ltd-for-now-stand-aside/#commentsFiled under: ,

Frontline Ltd. (FRO), which I first discussed here on April 28, 2009, at a price of $19.17, continues to meander.

A shipper and operator of very large crude carriers (VLCC) and Suezmax tankers, Frontline has been hindered by a volatile spot tanker market, as only 34% of its work is tied to fixed-rate contracts.

Frontline, currently trading at/near $26, should post a 20-25% revenue rise in 2011, but that's contingent on a host of variables, including day rates, fleet utilization rates, and operating expenses, each of which could vary substantially in the year ahead.

Continue reading Frontline Ltd: For Now, Stand Aside

Frontline Ltd: For Now, Stand Aside originally appeared on BloggingStocks on Fri, 03 Dec 2010 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.Fri, 03 Dec 2010 15:30:00 EST<![CDATA[Analyst Calls: AEO, AMP, DE, EBAY, FDX, FRO, FSLR, HBC, SPWR, TSO ...]]>http://www.bloggingstocks.com/2010/11/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/11/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/11/29/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst Upgrades

  • Deere (DE) to outperform from market perform at Wells Fargo.
  • American Eagle (AEO) to buy from neutral at Janney Capital.
  • FedEx (FDX) and Shaw (SJR) to outperform from neutral at Credit Suisse.
  • Superior Energy (SPN) and Rowan Cos. (RDC) to overweight from equal weight at Barclays.
  • Tesoro (TSO) to outperform from neutral at Macquarie.
  • Mechel (MTL) to buy from neutral at Goldman.
  • SunPower (SPWRA), LDK Solar (LDK) and First Solar (FSLR) to buy from hold at ThinkEquity.

Continue reading Analyst Calls: AEO, AMP, DE, EBAY, FDX, FRO, FSLR, HBC, SPWR, TSO ...

Analyst Calls: AEO, AMP, DE, EBAY, FDX, FRO, FSLR, HBC, SPWR, TSO ... originally appeared on BloggingStocks on Mon, 29 Nov 2010 12:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>A123AEOAMBOAmerican EagleAmeripriseAMPanalyst upgradesAONEDEDeeredowngradesEBAYFDXFedExFirst SolarFROFrontlineFSLRGGPHBCHSBCinitiationsinthenewsLDKLYBMechelMTLNetSpendNTSPRDCShawSHPSHPGYSJRSmurfit-StoneSPNSPWRSSCCSunPowerTemple-InlandTesoroTINTSOTWMon, 29 Nov 2010 12:10:00 EST<![CDATA[Frontline: For High-Risk Investors, Only]]>http://www.bloggingstocks.com/2010/08/24/frontline-for-high-risk-investors-only/http://www.bloggingstocks.com/2010/08/24/frontline-for-high-risk-investors-only/http://www.bloggingstocks.com/2010/08/24/frontline-for-high-risk-investors-only/#commentsFrontline Ltd. (FRO), which I first discussed here on April 28, 2009 at a price of $19.17, appears to have weathered the U.S.'s deepwater offshore oil drilling moratorium reasonably well, but given sector uncertainty, it's perfectly reasonable for more-cautious investors to close their FRO position now, and take the roughly $7 gain.

However, those investors who can tolerate high-risk can retain their full position and go for a possible larger gain.

Dayrates for the company's very large crude tankers (VLCCs) and Suezmax tankers rose to an average of $45,300 and $31,800 in the first quarter, respectively, up from $33,200 and $21,300 in the fourth quarter of 2009.

Continue reading Frontline: For High-Risk Investors, Only

Frontline: For High-Risk Investors, Only originally appeared on BloggingStocks on Tue, 24 Aug 2010 14:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.Tue, 24 Aug 2010 14:00:00 EST<![CDATA[Analyst Calls: MA, FRO, NITE, RDS.A, CCL, DWA, VLCM, WEN, C, PG, ENOC ...]]>http://www.bloggingstocks.com/2010/05/21/analyst-calls-ma-fro-nite-dwa-vlcm-wen-c-pg-enoc/http://www.bloggingstocks.com/2010/05/21/analyst-calls-ma-fro-nite-dwa-vlcm-wen-c-pg-enoc/http://www.bloggingstocks.com/2010/05/21/analyst-calls-ma-fro-nite-dwa-vlcm-wen-c-pg-enoc/#commentsFiled under: , , , , , , , ,

Analyst Upgrades

  • Janney Montgomery upgraded MasterCard (MA) to buy from neutral. The firm has a $250 price target on the stock.
  • Lazard upgraded Frontline (FRO) to hold from sell following the better than expected Q1 report.
  • Knight Capital (NITE) was upgraded at BMO Capital to outperform from market perform. The firm cites valuation and improved fundamentals for the downgrade. The firm has an $18 price target on the stock.
  • Royal Dutch Shell (RDS.A) was upgraded to overweight from equal weight at Barclays.
  • Carnival (CCL) was upgraded to neutral from sell at Goldman.
  • Computer Sciences (CSC) was upgraded to buy from hold at Stifel Nicolaus.

Continue reading Analyst Calls: MA, FRO, NITE, RDS.A, CCL, DWA, VLCM, WEN, C, PG, ENOC ...

Analyst Calls: MA, FRO, NITE, RDS.A, CCL, DWA, VLCM, WEN, C, PG, ENOC ... originally appeared on BloggingStocks on Fri, 21 May 2010 09:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BRCDBrocadeCCarnivalCCLCitigroupComputer SciencesCSCDardenDLTRDollar TreeDreamWorksDreamworks animationDRIDWAEnerNOCENOCFROFrontlineinthenewsKnight CapitalLinear TechnologyLLTCMAMasterCardNITEPGProcter GambleRDS.ARDS.BRoyal Dutch ShellSABMillerSBMRYShellVIASViasoftVLCMVolcomWENWendysWendys ArbysWendysArbysFri, 21 May 2010 09:00:00 EST<![CDATA[Frontline's Stock Finally Enters Smoother Waters]]>http://www.bloggingstocks.com/2010/04/29/frontline-finally-enters-smoother-waters/http://www.bloggingstocks.com/2010/04/29/frontline-finally-enters-smoother-waters/http://www.bloggingstocks.com/2010/04/29/frontline-finally-enters-smoother-waters/#commentsFiled under:

Shipping leaser Frontline Ltd. (FRO) which I first wrote about on April 28, 2009 at a price of $19.17, has finally entered smoother waters. And it's about time.

Dayrates for the company's very large crude tankers (VLCCs) and Suezmax tankers rose to $33,200 and $21,300 in the fourth quarter, respectively.

Further, the calculation here is that 2010 global GDP growth with be sufficient to maintain an adequate-to-high oil price of $60-80 per barrel. That should be enough to keep tanker dayrates firm. The economic bears argue sluggish GDP growth will weigh on oil demand, depressing oil's price, and thus reduce demand for tankers. As they say in The Bronx, N.Y., we'll believe it when we see it, hence the risk/return remains tipped in favor of an FRO position.

Continue reading Frontline's Stock Finally Enters Smoother Waters

Frontline's Stock Finally Enters Smoother Waters originally appeared on BloggingStocks on Thu, 29 Apr 2010 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.inthenewsoiloil shippingThu, 29 Apr 2010 18:00:00 EST<![CDATA[Frontline Ltd.: Minor Stock Progress, Uncertain Company Outlook]]>http://www.bloggingstocks.com/2010/02/02/frontline-ltd-minor-stock-progress-uncertain-company-outlook/http://www.bloggingstocks.com/2010/02/02/frontline-ltd-minor-stock-progress-uncertain-company-outlook/http://www.bloggingstocks.com/2010/02/02/frontline-ltd-minor-stock-progress-uncertain-company-outlook/#commentsFiled under:

Ship leasor Frontline Ltd.'s (FRO) stock has risen substantially since since the initial recommendation on April 28, 2009, at $19.17, but the company's longer-term outlook is still giving institutional investors the jitters. It's a close call, but I'm reiterating the buy rating.

Dayrates for very large crude containers and Suezmax tankers -- expected to firm late in 2009 -- did not, due to a large increase in the worldwide fleet and production cuts by OPEC. The First Call FY2009/FY2010 EPS estimates for Frontline are $1.34 to $1.65.

Continue reading Frontline Ltd.: Minor Stock Progress, Uncertain Company Outlook

Frontline Ltd.: Minor Stock Progress, Uncertain Company Outlook originally appeared on BloggingStocks on Tue, 02 Feb 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.Tue, 02 Feb 2010 12:00:00 EST<![CDATA[Analyst Calls: RIMM, NTRS, STT, UHS, POT, BCR, O, JCI, GPS, WMG]]>http://www.bloggingstocks.com/2009/12/18/analyst-calls-rimm-ntrs-stt-uhs-pot-bcr-o-jci-gps-wmg/http://www.bloggingstocks.com/2009/12/18/analyst-calls-rimm-ntrs-stt-uhs-pot-bcr-o-jci-gps-wmg/http://www.bloggingstocks.com/2009/12/18/analyst-calls-rimm-ntrs-stt-uhs-pot-bcr-o-jci-gps-wmg/#commentsFiled under: , , , , , , , , ,

Analyst Upgrades

  • Deutsche Bank upgraded Research in Motion (RIMM) to hold from sell to reflect the company's Q3 results and guidance. The firm raised its target price on shares to $75 from $60.
  • Keefe Bruyette upgraded Northern Trust (NTRS) and State Street (STT) to outperform from market perform to reflect valuation and favorable longer-term secular trends. The firm keeps a $58 price target on Northern Trust and a $51 target on State Street.
  • UBS upgraded Universal Health (UHS) to buy from neutral and raised its target to $38 from $31. The firm said hospital checks indicate bad debt has not increased vs. Q3 and that Universal Health should report an in-line to better-than-expected Q4.
  • Take-Two Interactive (TTWO) was upgraded to hold from sell at Kaufman Bros.
  • Whiting Petroleum (WLL) was raised to outperform from market perform at Wells Fargo.
  • BP Plc (BP) was upgraded at Goldman to buy from neutral.

Continue reading Analyst Calls: RIMM, NTRS, STT, UHS, POT, BCR, O, JCI, GPS, WMG

Analyst Calls: RIMM, NTRS, STT, UHS, POT, BCR, O, JCI, GPS, WMG originally appeared on BloggingStocks on Fri, 18 Dec 2009 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AMBAMB PropertyAOLBCRBPBP PlcC.R. BardFROFrontlinegap inc.GPSIBMinthenewsJCIJohnson ControlsNetAppNorthern TrustNTAPNTRSOPOTPotashRealty Incomeresearch in motionRIMMState StreetSTTTake-Two InteractiveTTWOUHSUniversal HealthUniversalHealthWarner MusicWhiting PetroleumWilliamsPartnersWLLWMGWPZFri, 18 Dec 2009 10:00:00 EST<![CDATA[The week in preview: No turkey earnings from Tyson, Hormel, Cracker Barrel ...]]>http://www.bloggingstocks.com/2009/11/22/the-week-in-preview-no-turkey-earnings-from-tyson-hormel-crac/http://www.bloggingstocks.com/2009/11/22/the-week-in-preview-no-turkey-earnings-from-tyson-hormel-crac/http://www.bloggingstocks.com/2009/11/22/the-week-in-preview-no-turkey-earnings-from-tyson-hormel-crac/#commentsFiled under: , , , ,

Though the earnings season is winding down, and the coming week includes the Thanksgiving holiday in the U.S., plenty of reports are still due out. And analysts surveyed by Thomson Reuters don't seem to be expecting too many turkeys among this week's bunch.

Leading U.S. meat processor Tyson Foods Inc. (TSN), which has just named a new chief executive officer and a new chief operating officer, is expected to report fiscal fourth-quarter earnings of $0.26 per share, up from $0.14 in the same period of last year. But revenue is expected to total $6.9 billion, or 4.3% less than a year ago. The full-year forecast is for a profit of $0.25 per share (-16.7) on $26.4 billion (-3.9%) in sales. This dividend payer has offered upside surprises in the past two quarters, topping estimates by 11 cents per share in the third quarter.

Continue reading The week in preview: No turkey earnings from Tyson, Hormel, Cracker Barrel ...

The week in preview: No turkey earnings from Tyson, Hormel, Cracker Barrel ... originally appeared on BloggingStocks on Sun, 22 Nov 2009 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ADIAEOAIPCBGPBJSBMOCAGCampbellCBRLCPBCracker BarrelDEDeereDINDLTRDollar TreeDSWearningsEVFDOfeaturedFROHewlett-PackardHormelHPHPQHRLIBMJCGKFTLDKMDTSFDTECDTIFTIVOTSNTyson FoodsVALSun, 22 Nov 2009 12:30:00 EST<![CDATA[Cramer on BloggingStocks: Ag and shippers are the newest bull markets ]]>http://www.bloggingstocks.com/2009/11/18/cramer-on-bloggingstocks-ag-and-shippers-are-the-newest-bull-ma/http://www.bloggingstocks.com/2009/11/18/cramer-on-bloggingstocks-ag-and-shippers-are-the-newest-bull-ma/http://www.bloggingstocks.com/2009/11/18/cramer-on-bloggingstocks-ag-and-shippers-are-the-newest-bull-ma/#commentsFiled under: , , ,

TheStreet.com's Jim Cramer says it's not too late to get on board these rocket ships.

During the great narrow bull market that was 2006-2007, anyone who hitched a ride on any bulk or oil carrier, any DryShips (DRYS) (Cramer's Take) or Diana (DSX) (Cramer's Take), or any Frontline (FRO) (Cramer's Take) or Nordic American Tanker (NAT) (Cramer's Take), or anyone who bought anything ag-related -- Deere (DE) (Cramer's Take), Monsanto (MON) (Cramer's Take), Potash (POT) (Cramer's Take) -- looked like a genius.

Beginning midyear last year, you looked like a moron.

Continue reading Cramer on BloggingStocks: Ag and shippers are the newest bull markets

Cramer on BloggingStocks: Ag and shippers are the newest bull markets originally appeared on BloggingStocks on Wed, 18 Nov 2009 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>agriculturecatdedrysdsxfeaturedfrojim cramerJimCramermonnatpostshippingWed, 18 Nov 2009 09:30:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: AAP, FRO, MSFT, QCOM, SUN, WYNN ...]]>http://www.bloggingstocks.com/2009/11/13/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/11/13/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/11/13/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , ,

Analyst upgrades:

  • Wells Fargo upgraded Qualcomm (QCOM) to outperform from market perform. The firm believes key risks have been eliminated, such as the license dispute with Nokia (NOK) and litigation with Broadcom (BRCM), and thinks Qualcomm is well-positioned for handset unit shipments growth. Wells has a $50 to $60 target range on shares.
  • Oppenheimer upgraded Juniper Networks (JNPR) to outperform from perform as it views shares as compelling at current levels and thinks the company is well positioned for 2010. Opco set a $31 price target on the stock.
  • FBR Capital upgraded Frontline (FRO) to outperform from market perform after raising its rating on the tanker industry to overweight. The firm raised its target on shares to $33 from $23.
  • PetSmart (PETM) was upgraded to buy from neutral at Goldman.
  • Career Education (CECO) was upgraded to equal weight from underweight at Barclays.
  • Rosetta Resources (ROSE) was upgraded to buy from neutral at SunTrust.

Continue reading Analyst upgrades, downgrades and initiations: AAP, FRO, MSFT, QCOM, SUN, WYNN ...

Analyst upgrades, downgrades and initiations: AAP, FRO, MSFT, QCOM, SUN, WYNN ... originally appeared on BloggingStocks on Fri, 13 Nov 2009 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPanalyst upgradesBRCMCECOdowngradesFROinitiationsinthenewsJNPRMSFTNCTYNOKPETMPWRDQCOMREPROSESOASUNTACUBETVRUSWERNWYNNFri, 13 Nov 2009 11:40:00 EST<![CDATA[Consider Frontline, because crude is awakening]]>http://www.bloggingstocks.com/2009/11/12/consider-frontline-because-crude-is-awakening/http://www.bloggingstocks.com/2009/11/12/consider-frontline-because-crude-is-awakening/http://www.bloggingstocks.com/2009/11/12/consider-frontline-because-crude-is-awakening/#commentsFiled under:

Frontline Ltd.'s (FRO) stock has risen only incrementally since the April 28, 2009 Buy recommendation at $19.17, but the view from here maintains that considerable upside remains, hence I'm reiterating the buy rating. Here's why:

The spot market rate for Frontline's very large crude carriers (VLCC) and Suezmax tankers is likely to stabilize, with a modest improvement in rates heading into the second half of 2010.

Continue reading Consider Frontline, because crude is awakening

Consider Frontline, because crude is awakening originally appeared on BloggingStocks on Thu, 12 Nov 2009 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.Thu, 12 Nov 2009 16:30:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: BA, FRO, GENZ, JBLU, MS, VARI ...]]>http://www.bloggingstocks.com/2009/08/31/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/08/31/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/08/31/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , , , ,

Analyst upgrades:

  • FBR Capital upgraded Frontline (NYSE: FRO) to Market Perform from Underperform to reflect the company's above-average day rates and alleviated near-term financing pressures. The firm raised its target on shares to $23 from $14.
  • Baird upgraded Varian Medical (NASDAQ: VARI) to Outperform from Neutral and said checks at ESTRO meeting indicate European radiation therapy market demand will remain "respectable" in 2010 and that launch of Unique could drive incremental demand in developing markets. The firm has a $49 target on shares.
  • Goldman believes GameStop (NYSE: GME) Street expectations are beatable and valuation is attractive. The firm upgraded shares to Conviction Buy from Neutral and has a $28 target.
  • Borg-Warner (NYSE: BWA) was upgraded to Outperform from Market Perform at Wells Fargo.
  • KKR Financial (NYSE: KFN) was upgraded to Outperform from Market Perform at JMP Securities.
  • Cathay Pacific (OTC: CPCAY) was upgraded to Outperform from Neutral at Credit Suisse.

Continue reading Analyst upgrades, downgrades and initiations: BA, FRO, GENZ, JBLU, MS, VARI ...

Analyst upgrades, downgrades and initiations: BA, FRO, GENZ, JBLU, MS, VARI ... originally appeared on BloggingStocks on Mon, 31 Aug 2009 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analyst upgradesBABoeingBPLBWACFNCPCAYdowngradesENPFICOFROGENZGMEinitiationsJBLUJetBlueKFNKOFMorgan StanleyMSSHAWUVSPVARIMon, 31 Aug 2009 12:00:00 EST<![CDATA[Anything to worry about with Frontline? Not really]]>http://www.bloggingstocks.com/2009/08/25/anything-to-worry-about-with-frontline-not-really/http://www.bloggingstocks.com/2009/08/25/anything-to-worry-about-with-frontline-not-really/http://www.bloggingstocks.com/2009/08/25/anything-to-worry-about-with-frontline-not-really/#commentsFiled under:

During the Chicago Bulls' great run of NBA championships, Michael Jordan was once asked if he was worried about competing against an impressive Utah Jazz team in the finals one year.

"Not really," Jordan said.

Likewise with my stance toward Frontline Ltd. (NYSE: FRO). FRO has meandered somewhat since recommended on April 28, 2009 at $19.17, but just look on that as an extended buy opportunity. I'm reiterating my Buy rating for FRO.

Continue reading Anything to worry about with Frontline? Not really

Anything to worry about with Frontline? Not really originally appeared on BloggingStocks on Tue, 25 Aug 2009 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontlineoil tanker stocksoil tankersOilTankersOilTankerStockstankersvlccTue, 25 Aug 2009 17:00:00 EST<![CDATA[Consider Frontline, unless you think oil won't remain a primary energy source]]>http://www.bloggingstocks.com/2009/04/29/consider-frontline-unless-you-think-oil-wont-remain-a-primary/http://www.bloggingstocks.com/2009/04/29/consider-frontline-unless-you-think-oil-wont-remain-a-primary/http://www.bloggingstocks.com/2009/04/29/consider-frontline-unless-you-think-oil-wont-remain-a-primary/#commentsFiled under:

Readers of this space know that one of the preferred sectors is oil/oil services, and an extension of the above concerns companies whose fate is linked directly to the demand for oil. And with the aforementioned in mind, Frontline Ltd. (NYSE: FRO) is worth a review.

Frontline is a shipping company that operates very large crude carriers (VLCC) and Suezmax tankers. The company transports primarily crude oil products, but also raw materials (coal, iron ore).

Continue reading Consider Frontline, unless you think oil won't remain a primary energy source

Consider Frontline, unless you think oil won't remain a primary energy source originally appeared on BloggingStocks on Wed, 29 Apr 2009 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.inthenewsoil servicesWed, 29 Apr 2009 14:30:00 EST<![CDATA[The week in preview: Holiday week earnings]]>http://www.bloggingstocks.com/2008/11/23/the-week-in-preview-holiday-week-earnings/http://www.bloggingstocks.com/2008/11/23/the-week-in-preview-holiday-week-earnings/http://www.bloggingstocks.com/2008/11/23/the-week-in-preview-holiday-week-earnings/#commentsFiled under: ,

The earnings season is beginning to wind down as we have passed the halfway mark of the quarter and the holiday season begins in earnest next week with Thanksgiving in the United States.

Bermuda-based Frontline Ltd. (NYSE: FRO) is anticipated by analysts surveyed by Thomson Reuters to be one of the biggest earnings gainers among companies scheduled to report quarterly results this coming week. The oil tanker fleet operator is expected to post third-quarter earnings of $1.97 per share, 86.8% higher than in the same period a year ago, on revenues of $399.5 million (+44.6%). Frontline missed estimates by 6.4% in the previous quarter, and the consensus recommendation by analysts is to hold FRO. While Motley Fool likes its robust dividend, Jim Cramer said in a recent Lightning Round that he prefers rival Nordic American Tanker Shipping Ltd. (NYSE: NAT). Shares have fallen 52.9% in the past three months, and reached a 52-week low of $25.00 on Friday.

Analog Devices Inc. (NYSE: ADI) is also expected to be among the week's biggest earnings gainers. Analysts are looking for the semiconductor chip maker to report a fiscal fourth-quarter profit of $0.44 per share, 31.8% higher than a year ago, on revenues of $661.7 million (+2.0%). Analog Devices has beat estimates in three of the past five quarters, but only missed by 1.3% in the previous quarter. Analysts on average recommend buying ADI, which has a forecast long-term EPS growth rate of 17.3%, which better than the S&P 500 and that of rival Texas Instruments Inc. (NYSE: TXN). Shares sank to a multiyear low of $16.23 on Friday, and are down 41.1% in the past three months.

Continue reading The week in preview: Holiday week earnings

The week in preview: Holiday week earnings originally appeared on BloggingStocks on Sun, 23 Nov 2008 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ADIAEOAmerican OutfittersAnalog DevicesBank of MontrealBGPBMOBordersBrown ShoeBWSCampbellCPBDEDeereDHIDR HortonDWSearningsFROFrontlineHewlett-PackardHormel FoodsHPHPQHRLJ CrewJCGJim CramerNATNordic American TankerTexas IndustriesTexas InstrumentsTIFTiffanyTXITXNZaleZLCSun, 23 Nov 2008 12:30:00 EST<![CDATA[Global Q & A: Conserve your resources]]>http://www.bloggingstocks.com/2008/08/13/global-q-and-a-conserve-your-resources/http://www.bloggingstocks.com/2008/08/13/global-q-and-a-conserve-your-resources/http://www.bloggingstocks.com/2008/08/13/global-q-and-a-conserve-your-resources/#commentsFiled under: , , , , , , ,

Eoin Treacy of Fullermoney says that as commodities prices weaken, you need to look carefully before investing.

Q. Eoin, I've read that China's annual consumption of copper has declined from a 28.66% growth rate to 2.4%. What does that mean for continued growth in China and also for the global copper market?

A. China and indeed much of Asia and the Middle East are in a generational-long period where they have to build infrastructure from the ground up. The push for educating, housing, transporting and employing large young populations requires massive investment, fueling demand for commodities across the boards.

The supply side was completely taken unawares by this demand following the 20-year crushing bear market that cut exploration budgets to the bone. That is now changing, as major mining groups compete for the best resources, particularly in politically stable parts of the world.

China continues to lead the world in terms of GDP growth, although it has recently manufactured a slowdown to combat rising inflation, generally positive for the economy.

Continue reading Global Q & A: Conserve your resources

Global Q & A: Conserve your resources originally appeared on BloggingStocks on Wed, 13 Aug 2008 17:55:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>arcelor mittalArcelorMittalbhpbhp billitonBhpBillitonblackrock world miningBlackrockWorldMiningbrwmcompanhia valeCompanhiaValeEoin TreacyEoinTreacyfeaturedfrofrontlinefullermoneyglobal investingGlobalInvestingjiijp morgan indian trustJpMorganIndianTrustmtnancy zambellNancyZambellpkxposcoriorio tintoRioTintortpthk.lThyssenKruppunited states steelUnitedStatesSteelus steelUsSteelxWed, 13 Aug 2008 17:55:00 EST<![CDATA[Frontline (FRO): The 'mac daddy' of oil transports]]>http://www.bloggingstocks.com/2008/06/25/frontline-fro-the-mac-daddy-of-oil-transports/http://www.bloggingstocks.com/2008/06/25/frontline-fro-the-mac-daddy-of-oil-transports/http://www.bloggingstocks.com/2008/06/25/frontline-fro-the-mac-daddy-of-oil-transports/#commentsFiled under: , , ,

"Frontline Ltd. (NYSE: FRO) is the 'mac daddy' of the oil transport business," says growth and income expert Bryan Perry, who has added the shares to the model portfolio of his 25% Cash Machine.

"Frontline is doing a much better job of executing profits in the current market for transporting crude oil. FRO posted first quarter results that showed a jump in profits of 40%, with a dividend hiked to $2.75 for the quarter. That translates into a current annual yield of 18.25%. Even better, the company forecasts continued strength in operations and quarterly distributions.

"This kind of profit growth is a result of FRO being leveraged to the spot market for day charter rates for double-hull tankers. The company is by far-and-away the largest shipping company, with 76 vessels and a market cap of $4.4 billion.

Continue reading Frontline (FRO): The 'mac daddy' of oil transports

Frontline (FRO): The 'mac daddy' of oil transports originally appeared on BloggingStocks on Wed, 25 Jun 2008 12:49:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>25 cash machinebryan perryBryanPerrydividend stocksenergy stocksEnergyStocksfrofrontlineincome stocksIncomeStocksinthenewsoil shipping stocksoil transportOilShippingStocksshipping stocksShippingStocksthestockadivors.comtranportation stocksTranportationStocksWed, 25 Jun 2008 12:49:00 EST<![CDATA[Frontline Ltd.: Profiting with short-term contracts over long hauls]]>http://www.bloggingstocks.com/2008/06/12/frontline-ltd-profiting-with-short-term-contracts-over-long-ha/http://www.bloggingstocks.com/2008/06/12/frontline-ltd-profiting-with-short-term-contracts-over-long-ha/http://www.bloggingstocks.com/2008/06/12/frontline-ltd-profiting-with-short-term-contracts-over-long-ha/#commentsFiled under:

Readers of this space know that one of the preferred sectors is oil/oil services. Given oil's importance in a growing global economy, oil and oil services companies are likely to continue to experience steady demand for their services/products. And with the above in mind, Frontline Ltd. is worth an evaluation.

Frontline Ltd. (NYSE: FRO) operates about 75 tankers, under primarily short-term contracts, with a total capacity of more than 18.5 million deadweight tons.

FRO's tankers are designed to transport oil, and, as a result of their size, transport the world's most vital commodity from the Middle East Gulf to the Far East, Northern Europe, the Caribbean, and the Louisiana Offshore Oil Port. FRO's Suezmax tankers operate primarily in the Atlantic basin. The company also transports coal and iron ore.

Continue reading Frontline Ltd.: Profiting with short-term contracts over long hauls

Frontline Ltd.: Profiting with short-term contracts over long hauls originally appeared on BloggingStocks on Thu, 12 Jun 2008 16:55:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>FROFrontline Ltd.oil pricesoil servicesoil shockThu, 12 Jun 2008 16:55:00 EST