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[Analyst Calls: CHK, CHKP, DISCA, FMC, GOLD, OC, PCL, RRC, SNI, VLO ...]]>http://www.bloggingstocks.com/2011/02/01/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/01/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/01/analyst-upgrades-downgrades/#commentsFiled under: , , , ,

Analyst Upgrades

  • Valero Energy (VLO) to outperform from perform at Oppenheimer.
  • Changyou.com (CYOU) to overweight from equal weight at Morgan Stanley.
  • Albermarle (ALB) to overweight from neutral at JPMorgan.
  • ICU Medical (ICUI) to buy from neutral at Roth Capital.
  • Check Point (CHKP) to outperform from market perform at Bernstein.
  • FMC Corporation (FMC) to buy from neutral at BofA/Merrill.
  • Rangold Resources (GOLD) to neutral from sell at Goldman.
  • Global Cash Access (GCA) to buy from hold at Duncan-Williams.

Continue reading Analyst Calls: CHK, CHKP, DISCA, FMC, GOLD, OC, PCL, RRC, SNI, VLO ...

Analyst Calls: CHK, CHKP, DISCA, FMC, GOLD, OC, PCL, RRC, SNI, VLO ... originally appeared on BloggingStocks on Tue, 01 Feb 2011 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ALBAlbermarleanalyst upgradesARCCAres CapitalCALDCallidusCALPChangyou.comCHKCHKPCYOUDISCADiscoverydowngradesEXPFMCGCAGOLDGSTHKICUIIHSinitiationsinthenewsJambaJMBAMASMascoMASIMasimoMHKOCOwens CorningPLCPlum Creek TimberRangoldRRCScripps NetworksSIGSNIValeroVLOTue, 01 Feb 2011 12:00:00 EST<![CDATA[Cramer on BloggingStocks: Housing stocks are key to this market ]]>http://www.bloggingstocks.com/2009/10/05/cramer-on-bloggingstocks-housing-stocks-are-key-to-this-market/http://www.bloggingstocks.com/2009/10/05/cramer-on-bloggingstocks-housing-stocks-are-key-to-this-market/http://www.bloggingstocks.com/2009/10/05/cramer-on-bloggingstocks-housing-stocks-are-key-to-this-market/#commentsFiled under: ,

TheStreet.com's Jim Cramer says stocks connected to the sector will take it on the chin if the housing index falls further.

A perusal of the charts this weekend shows something surprising: The weakest group out there has been the homebuilders for several weeks now. KB Home (NYSE: KBH) (Cramer's Take), D.R. Horton (NYSE: DHI) (Cramer's Take), Lennar (NYSE: LEN) (Cramer's Take), and Toll Brothers (NYSE: TOL) (Cramer's Take) have simply been a horror show. What's going on here? How can these stocks be so dangerous when mortgage rates have crashed through 5%, the level that every banker I talk to says mortgages jump off the table and refinancings rush to be done.

What's going on? This group's tracking more than just mortgage rates. It's tracking employment and news flow and both are terrible.

Continue reading Cramer on BloggingStocks: Housing stocks are key to this market

Cramer on BloggingStocks: Housing stocks are key to this market originally appeared on BloggingStocks on Mon, 05 Oct 2009 10:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BDKcash for clunkersDHIDR HortonsemploymentfeaturedFOFordFortune BrandsHGXhomebuyershousingJim CramerKB HomeKBHLENLennarMASMascoNouriel RoubiniTOLToll BrothersMon, 05 Oct 2009 10:40:00 EST<![CDATA[Earnings highlights: Coke, Pepsi, Hasbro, Marriott, Abercrombie, Wells Fargo and others]]>http://www.bloggingstocks.com/2009/02/14/earnings-highlights-coke-pepsi-hasbro-marriott-abercrombie/http://www.bloggingstocks.com/2009/02/14/earnings-highlights-coke-pepsi-hasbro-marriott-abercrombie/http://www.bloggingstocks.com/2009/02/14/earnings-highlights-coke-pepsi-hasbro-marriott-abercrombie/#commentsFiled under: , , , , , , , , , , ,

Here are some highlights from this past week's earnings coverage from BloggingStocks:

Continue reading Earnings highlights: Coke, Pepsi, Hasbro, Marriott, Abercrombie, Wells Fargo and others

Earnings highlights: Coke, Pepsi, Hasbro, Marriott, Abercrombie, Wells Fargo and others originally appeared on BloggingStocks on Sat, 14 Feb 2009 10:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AbercrombieActivisionANFATVIBABarclaysBCSBoeingCoca-ColaCokeDEODiageoearningsGSIGSICHASHasbroKOMARMarriottMASMascoNetSuiteNissanNSANYPBGPEPPepsi BottlingPepsicoWells FargoWFCYGEYingli GreenSat, 14 Feb 2009 10:40:00 EST<![CDATA[Masco (MAS) misses estimates and announces dividend cut]]>http://www.bloggingstocks.com/2009/02/12/masco-mas-misses-estimates-and-announces-dividend-cut/http://www.bloggingstocks.com/2009/02/12/masco-mas-misses-estimates-and-announces-dividend-cut/http://www.bloggingstocks.com/2009/02/12/masco-mas-misses-estimates-and-announces-dividend-cut/#commentsFiled under: , , , , , , , ,

Masco fourth quarter 2008 earningsMasco Corp. (NYSE: MAS), which manufactures and installs building materials, announced its fourth quarter numbers Wednesday afternoon, falling short of analyst estimates.

Analysts had expected to see the company show a loss for its fourth quarter of 5 cents, but a tough sales environment pushed the company's loss much wider than expected, with a reported 18-cent loss per share.

Continue reading Masco (MAS) misses estimates and announces dividend cut

Masco (MAS) misses estimates and announces dividend cut originally appeared on BloggingStocks on Thu, 12 Feb 2009 08:18:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bad earningsbad newsBadEarningsBadNewsdividendsearningshome improvementHomeImprovementhomeshousinginthenewslumberMASMascorecessionrevenuesThu, 12 Feb 2009 08:18:00 EST<![CDATA[Cramer on BloggingStocks: Someone will lead the inevitable turnaround]]>http://www.bloggingstocks.com/2008/02/21/cramer-on-bloggingstocks-someone-will-lead-the-inevitable-turna/http://www.bloggingstocks.com/2008/02/21/cramer-on-bloggingstocks-someone-will-lead-the-inevitable-turna/http://www.bloggingstocks.com/2008/02/21/cramer-on-bloggingstocks-someone-will-lead-the-inevitable-turna/#commentsFiled under: , , , , ,

TheStreet.com's Jim Cramer says these are the stocks that you should watch.

Some stocks have just been totally given up on, as if nothing good can ever happen to them. Check out Masco (NYSE: MAS) (Cramer's Take) , for example. Masco's a great company, always has been -- a dominant supplier to the housing industry, both remodel and original. This company, which MAKES money, is selling at almost a 5% yield and no one cares.

Or how about Fortune Brands (NYSE: FO) (Cramer's Take)? It has a terrific housing component -- dominant player -- and one of the best spirits businesses. We found out from Diageo (NYSE: DEO) recently that they have a great business in spirits, and the company may be on the verge of getting Absolut, a fantastic brand. The stock trades at an amazingly low multiple. Or consider Black & Decker (NYSE: BDK) (Cramer's Take) , one the great innovators with a classically pro-shareholder bias.

These companies are making good money in the worst environment imaginable. They have decent balance sheets. When this period ends, they will be dominant players, taking share from everyone.

Continue reading Cramer on BloggingStocks: Someone will lead the inevitable turnaround

Cramer on BloggingStocks: Someone will lead the inevitable turnaround originally appeared on BloggingStocks on Thu, 21 Feb 2008 12:29:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bdkblack and deckerBlackAndDeckerdeodiageofeaturedfoturne brandsFoturneBrandsimajim cramerJimCramermasmascoThu, 21 Feb 2008 12:29:00 EST<![CDATA[Analyst downgrades 9-11-07: OCR, MAS, SMOD and VDSI]]>http://www.bloggingstocks.com/2007/09/11/analyst-downgrades-9-11-07-ocr-mas-smod-and-vdsi/http://www.bloggingstocks.com/2007/09/11/analyst-downgrades-9-11-07-ocr-mas-smod-and-vdsi/http://www.bloggingstocks.com/2007/09/11/analyst-downgrades-9-11-07-ocr-mas-smod-and-vdsi/#commentsFiled under: ,

MOST NOTEWORTHY: Omnicare, Masco, Smart Modular and VASCO Data Security were today's noteworthy downgrades:
  • Matrix downgraded shares of Omnicare (NYSE: OCR) to Hold from Buy to reflect the company's very weak performance and higher than average risk.
  • Merrill Lynch downgraded Masco Corp (NYSE: MAS) to Sell from Neutral to reflect expectations for a decline in U.S. housing starts and remodeling in 2008. The broker recommends swapping into Texas Industries (NYSE: TXI).
  • Smart Modular (NASDAQ: SMOD) was downgraded to Market Outperform from Strong Buy at JMP Securities following the Q4 pre-announcement.
  • VASCO Data Security (NASDAQ: VDSI) was downgraded to Market Perform from Outperform at Friedman Billings on valuation.
OTHER DOWNGRADES:
  • RAIT Financial Trust (NYSE: RAS) was downgraded to Underperform from Sector Perform at RBC Capital.
  • KMG America (NYSE: KMA) was downgraded to Market Perform from Outperform at Friedman Billings on valuation.

Analyst downgrades 9-11-07: OCR, MAS, SMOD and VDSI originally appeared on BloggingStocks on Tue, 11 Sep 2007 10:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>kmakmg americaKmgAmericamasmascoocromnicareraitrassmart modularSmartModularsmodtexas industriesTexasIndustriestxivascovdsiTue, 11 Sep 2007 10:45:00 EST<![CDATA[Masco's results show impact of weak housing market]]>http://www.bloggingstocks.com/2007/05/02/mascos-results-show-impact-of-weak-housing-market/http://www.bloggingstocks.com/2007/05/02/mascos-results-show-impact-of-weak-housing-market/http://www.bloggingstocks.com/2007/05/02/mascos-results-show-impact-of-weak-housing-market/#commentsFiled under: ,

Masco Corporation (NYSE: MAS), the huge home-improvement products supplier to companies like Home Depot Inc (NYSE: HD), reported awful revenue results yesterday, reflecting the slowdown in the US housing market. However, the company did an excellent job at controlling expenses by beating margins by a nice amount.

Organic sales were weak, down 9.6% versus expectations of 11%. Total US sales were down 15.7%, however, this was offset by a 21% increase in international sales -- that is a big number and reason why you want keep this company on your radar screen.

Operating margins came in at 11.4% versus estimates of 8.7% -- beating estimates by almost 270bps, a sign of very good management.

Also, the company is buying back a ton of stock, purchasing 9 million shares in the most recent quarter with 27 million shares remaining on the buyback.

Masco will be a high flier once its revenue decline ends. I'd put this stock on the list of stocks to own when the housing supplier inventory overhang is over.

Masco's results show impact of weak housing market originally appeared on BloggingStocks on Wed, 02 May 2007 14:52:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>earningshdhome depotHomeDepothousingmasmascorevenueWed, 02 May 2007 14:52:00 EST