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[Cramer on BloggingStocks: Don't ignore the mortgage insurers]]>http://www.bloggingstocks.com/2007/11/20/cramer-on-bloggingstocks-dont-ignore-the-mortgage-insurers/http://www.bloggingstocks.com/2007/11/20/cramer-on-bloggingstocks-dont-ignore-the-mortgage-insurers/http://www.bloggingstocks.com/2007/11/20/cramer-on-bloggingstocks-dont-ignore-the-mortgage-insurers/#commentsFiled under: , , , , , , ,

Jim Cramer on BloggingStocks TheStreet.com's Jim Cramer says most people -- including the Fed governors -- haven't spotted this market Achilles heel.

Round up the usual suspects: Radian (NYSE: RDN) (Cramer's Take) - MBIA (NYSE: MBI) (Cramer's Take) - MGIC (NYSE: MTG) (Cramer's Take) - Ambac (NYSE: ABK) (Cramer's Take) - PMI (NYSE: PMI) (Cramer's Take).

Throw in walking dead ACA Capital (NYSE: ACA) (Cramer's Take) and Security Capital (NYSE: SCA) (Cramer's Take), and I think you produce what is really wrong with this market.

Anybody who takes even a casual look at the October delinquencies knows that these companies are going to be severely capital-challenged. Meanwhile, value guys like Third Avenue Management (Radian) and fellow travelers (Old Republic and PMI) make Pyrrhic stands and engender short squeezes that are mistakenly not used to recapitalize. And outfits from E*Trade (NASDAQ: ETFC) (Cramer's Take) to Fannie Mae (NYSE: FNM) (Cramer's Take) are left holding the bag on this stuff.

Continue reading Cramer on BloggingStocks: Don't ignore the mortgage insurers

Cramer on BloggingStocks: Don't ignore the mortgage insurers originally appeared on BloggingStocks on Tue, 20 Nov 2007 09:01:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ABKACAACA CapitalAcaCapitalAmbacCFCCITCountrywideE*TradeETFCFannie MaeFannieMaefeaturedFNMIMBIndymacJim CramerJimCramerLENLennarMBIMBIAMGICmortgage insurersMortgageInsurersmortgagesMTGPMIRadianRDNSCASecurity CapitalSecurityCapitalSPFStandard PacificStandardPacificWashington MutualWashingtonMutualWMTue, 20 Nov 2007 09:01:00 EST<![CDATA[Analyst downgrades: Software sector, ERIC, PCAR, E and VCLK]]>http://www.bloggingstocks.com/2007/10/17/analyst-downgrades-software-sector-eric-pcar-e-and-vclk/http://www.bloggingstocks.com/2007/10/17/analyst-downgrades-software-sector-eric-pcar-e-and-vclk/http://www.bloggingstocks.com/2007/10/17/analyst-downgrades-software-sector-eric-pcar-e-and-vclk/#commentsFiled under: , , ,

MOST NOTEWORTHY: The software sector, Ericsson, Paccar, Eni SpA and Valueclick were today's noteworthy downgrades:
  • Bear Stearns downgraded the software sector to Underweight from Market Weight, citing valuations and increased risk to 2008 IT budgets.
  • Ericsson (NASDAQ: ERIC) was downgraded to Equal Weight from Overweight at Lehman and to Neutral from Overweight at JP Morgan following the company's Q3 profit warning.
  • Paccar (NASDAQ: PCAR) was downgraded to Underperform from Market Perform at Wachovia. The firm believes Street estimates are too high due to weaker-than-expected North American unit production.
  • ABN Amro downgraded shares of Eni SpA (NYSE: E) to Sell from Hold as they expect the company to invest significantly more in its upstream activities than guidance suggests due to cost pressures.
  • Oppenheimer downgraded ValueClick (NASDAQ: VCLK) to Neutral from Buy following the Q3 pre-announcement and guidance.
OTHER DOWNGRADES:

Analyst downgrades: Software sector, ERIC, PCAR, E and VCLK originally appeared on BloggingStocks on Wed, 17 Oct 2007 10:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>acaaca capitalAcaCapitaladskanalystautodeskdowngradeeelseniequity lifestyleEquityLifestyleericericssonpaccarpcarvalueclickvclkvimpelvipyahooyhooWed, 17 Oct 2007 10:50:00 EST