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[Closing Bell: The Directionless Day (AAPL, ANF, BA, FXI, ISPH, MRK, NSM, TXN)]]>http://www.bloggingstocks.com/2011/04/05/closing-bell-the-directionless-day-aapl-anf-ba-fxi-isph-m/http://www.bloggingstocks.com/2011/04/05/closing-bell-the-directionless-day-aapl-anf-ba-fxi-isph-m/http://www.bloggingstocks.com/2011/04/05/closing-bell-the-directionless-day-aapl-anf-ba-fxi-isph-m/#commentsFiled under: , , , , ,

Stocks had another mixed day, despite some key winners and losers. China's surprise rate hike came amid word of a rate by the European Central Bank, expected on Thursday of this week. Brent Crude hit what appears to be a two-year high and even Ben Bernanke's remarks on inflation didn't add much to the mix. That being said, it was not known until the final minute if the markets were going to be in the red or the black for the trading day.

Here were today's unofficial closing bell levels:

Dow Jones: 12,393.90 -6.13 (-0.05%)

S&P500: 1,332,63 -0.24 (-0.02%)
Nasdaq: 2,791,19 +2.00 (0.07%)

Top Analyst Upgrades & Downgrades

Continue reading Closing Bell: The Directionless Day (AAPL, ANF, BA, FXI, ISPH, MRK, NSM, TXN)

Closing Bell: The Directionless Day (AAPL, ANF, BA, FXI, ISPH, MRK, NSM, TXN) originally appeared on BloggingStocks on Tue, 05 Apr 2011 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAnfBAFXIISPHMRKNSMstocksTXNTue, 05 Apr 2011 16:30:00 EST<![CDATA[Chasing Value: Looked at Boeing, Then Looked Away]]>http://www.bloggingstocks.com/2011/02/28/chasing-value-looked-at-boeing-then-looked-away/http://www.bloggingstocks.com/2011/02/28/chasing-value-looked-at-boeing-then-looked-away/http://www.bloggingstocks.com/2011/02/28/chasing-value-looked-at-boeing-then-looked-away/#commentsFiled under: , , , , ,

In considering my 2011 picks I took a look at Boeing Co (BA), interested by the story. There are many ways for this company's future to play out in a very positive scenario.

The airline industry has been rejuvenated as of late -- and that is good news for aircraft manufacturers. The Republicans won the house majority and that usually improves the fortunes of defense contractors.

The 787 Dreamliner, now three years and counting behind schedule, is in test flight mode. The plane portrayed as a dream to travelers and airline companies has turned into a nightmare of sorts, or at least the dream has changed. Boeing is dreaming of the day they start manufacturing and selling and profiting from all their labor.

Continue reading Chasing Value: Looked at Boeing, Then Looked Away

Chasing Value: Looked at Boeing, Then Looked Away originally appeared on BloggingStocks on Mon, 28 Feb 2011 09:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>airlinesBABoeing 787boeing coboeing dreamlinerChasingValuedefense spendingdreamlinerfeaturedUS Tanker contractMon, 28 Feb 2011 09:40:00 EST<![CDATA[Boeing Wins $35B USAF Contract]]>http://www.bloggingstocks.com/2011/02/25/boeing-wins-35b-usaf-contract/http://www.bloggingstocks.com/2011/02/25/boeing-wins-35b-usaf-contract/http://www.bloggingstocks.com/2011/02/25/boeing-wins-35b-usaf-contract/#commentsFiled under: , , ,

BA logoBoeing (BA - option chain) shares are rising today after the US Air Force announced it has awarded a $35 billion contract to develop and manufacture a new aerial refueler to Boeing. Boeing is expected to deliver the first 18 aircraft by 2017. The total contract includes the supply of 179 refueling tankers. This is a major coup for Boeing, who was expected to lose out on the contract to rival EADS. If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on BA.

BA opened this morning at $73.94. So far today the stock has hit a low of $72.06 and a high of $74.29. As of 12:25, BA is trading at $72.50 up $1.74 (2.5%). The chart for BA looks bullish and S&P gives BA a positive 4 STARS (out of 5) buy ranking.

Continue reading Boeing Wins $35B USAF Contract

Boeing Wins $35B USAF Contract originally appeared on BloggingStocks on Fri, 25 Feb 2011 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BABoeingcontractEADSinthenewsInvestors ObserveroptionsUS Air ForceFri, 25 Feb 2011 13:00:00 EST<![CDATA[Analyst Calls: AA, BA, BP, BSX, COH, GM, INTC, NSM, STJ, TIF, TSN, UA ...]]>http://www.bloggingstocks.com/2011/01/03/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/03/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/03/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , , , , , , , , ,

Analyst Upgrades

  • Boeing (BA) to overweight from neutral at JPMorgan.
  • Alcoa (AA) to buy from hold at Deutsche Bank.
  • BP (BP) to outperform from market perform at Raymond James.
  • Office Depot (ODP) and Staples (SPLS) to buy from neutral at Janney Capital.
  • ON Semiconductor (ONNN) to buy from hold at Citigroup.
  • Kennametal (KMT) and Polyone (POL) to buy from hold at KeyBanc.
  • Airgas (ARG) to outperform from market perform at William Blair.
  • EchoStar (SATS) to neutral from underperform at Macquarie.

Continue reading Analyst Calls: AA, BA, BP, BSX, COH, GM, INTC, NSM, STJ, TIF, TSN, UA ...

Analyst Calls: AA, BA, BP, BSX, COH, GM, INTC, NSM, STJ, TIF, TSN, UA ... originally appeared on BloggingStocks on Mon, 03 Jan 2011 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAAeropostaleAirgasAlcoaANACanalyst upgradesARGARMAROBABoeingBoston ScientificBPBSXCoachCOHConstellation BrandsdowngradesDRYSDryShipsEchoStarGeneral MotorsGMIARTinitiationsINTCIntelinthenewsKMTLPLNational SemiconductorNSMODPOffice DepotONNNPCGPOLRUESATSSNISPLSSt. Jude MedicalStaplesSTJSTZTalbotsTIFTiffanyTLBTSNTyson FoodsUAUnder ArmourUrban OutfittersURBNWRXNYMon, 03 Jan 2011 11:40:00 EST<![CDATA[Chasing Value: Defense and Oil -- Part 2]]>http://www.bloggingstocks.com/2010/12/15/chasing-value-defense-and-oil-part-2/http://www.bloggingstocks.com/2010/12/15/chasing-value-defense-and-oil-part-2/http://www.bloggingstocks.com/2010/12/15/chasing-value-defense-and-oil-part-2/#commentsFiled under: , , , , , , , , , , , , ,

Lockhood MartinThis series started with five major defense contractors and six major oil companies that are worthy considerations to help your portfolio survive a global crisis (see Chasing Value: You Must Own Defense and Oil for Safety). After the first review, one stock was eliminated from consideration: Petroleo Brasileiro (PBR). The reason is in the first story.

Today we continue our analysis by examining price-to-book (P/B), price-to-cash-flow (P/CF), and dividend yield. Each stock is ranked by sector and metric from best to worst. In the end we hope to narrow down our choices for candidates that might be added to Chasing Value: 2011 Stock Picks -- The Journey Begins.

Continue reading Chasing Value: Defense and Oil -- Part 2

Chasing Value: Defense and Oil -- Part 2 originally appeared on BloggingStocks on Wed, 15 Dec 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BAbenjamin grahamBoeingChasingValueChevronConocoPhillipscvxdefenseExxonMobilfeaturedGDGeneral Dynamicslockheed martinNorthrupGummanOilPBRpetrochiniaptrRaytheon Companyrds.aroyal dutch shellRTNstock pickswarren buffettxomWed, 15 Dec 2010 12:00:00 EST<![CDATA[Morning Update: Global Markets Mixed; BJ's, Target Post Earnings]]>http://www.bloggingstocks.com/2010/11/17/morning-update-global-market-mixed-bjs-target-post-earnings/http://www.bloggingstocks.com/2010/11/17/morning-update-global-market-mixed-bjs-target-post-earnings/http://www.bloggingstocks.com/2010/11/17/morning-update-global-market-mixed-bjs-target-post-earnings/#commentsFiled under: , , , , , ,

A Peek into Global Markets

European markets traded mixed today. While the STOXX Europe 600 Index has advanced 0.29%, London's FTSE 100 Index moved down 0.07%. Mostly, Asian markets ended lower, with Japan's Nikkei Stock Average adding 0.15%, Australia's S&P/ASX 200 moving down 1.63% and China's Shanghai Composite losing 1.92%.

Broker Recommendation

Following Volterra Semiconductor (VLTR) analyst day meeting, Collins Stewart left feeling incrementally more positive with the company's longer term outlook and reiterated its buy rating.

Continue reading Morning Update: Global Markets Mixed; BJ's, Target Post Earnings

Morning Update: Global Markets Mixed; BJ's, Target Post Earnings originally appeared on BloggingStocks on Wed, 17 Nov 2010 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>babjmrhperytgtWed, 17 Nov 2010 09:30:00 EST<![CDATA[Closing Bell: China and Selling Meet Head On (CSCO, AIB, SOLF, BA, INTC, AAPL, NVDA)]]>http://www.bloggingstocks.com/2010/11/12/closing-bell-china-and-selling-meet-head-on-csco-aib-solf-ba/http://www.bloggingstocks.com/2010/11/12/closing-bell-china-and-selling-meet-head-on-csco-aib-solf-ba/http://www.bloggingstocks.com/2010/11/12/closing-bell-china-and-selling-meet-head-on-csco-aib-solf-ba/#commentsFiled under: , , ,

Today was partly a China-tightening day and it was also a big flush out of commodities. There was follow-on selling in technology and many high-flyers were the biggest losers on no news at all. Stocks, bonds, and commodities all sold off despite better consumer confidence. If anything, today might even have some hallmarks of a sentiment shift in the market.

Here were today's unofficial closing bell levels:

DJIA: 11,192.58 (-90.52)
S&P 500: 2,518.21 (-37.31)
NASDAQ: 1,199.21 (-14.33)

Top Stock Analyst Calls
Next Week's Top Earnings

Continue reading Closing Bell: China and Selling Meet Head On (CSCO, AIB, SOLF, BA, INTC, AAPL, NVDA)

Closing Bell: China and Selling Meet Head On (CSCO, AIB, SOLF, BA, INTC, AAPL, NVDA) originally appeared on BloggingStocks on Fri, 12 Nov 2010 16:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLBACSCOINTCNVDASOLFFri, 12 Nov 2010 16:00:00 EST<![CDATA[Analyst Calls: BA, BBBY, CI, CLWR, DFS, DLTR, ETN, MET, MO, WSM ...]]>http://www.bloggingstocks.com/2010/11/12/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/11/12/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/11/12/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , ,

Analyst Upgrades

  • Goldman upgraded Eaton (ETN) to conviction buy from neutral.
  • AECOM Technology (ACM) was upgraded to outperform from neutral at Macquarie.
  • Piper Jaffray upgraded Hologic (HOLX), Gen-Probe (GPRO) and Qiagen (QGEN) to overweight from neutral.
  • GeoMet (GMET) was upgraded to accumulate from neutral at Global Hunter.
  • Accretive Health (AH) was upgraded to outperform from neutral at RW Baird.
  • Morgan Stanley upgraded Reinsurance Group (RGA) to overweight from equal weight.
  • BofA/Merrill upgraded Clearwire (CLWR) to neutral from underperform.

Continue reading Analyst Calls: BA, BBBY, CI, CLWR, DFS, DLTR, ETN, MET, MO, WSM ...

Analyst Calls: BA, BBBY, CI, CLWR, DFS, DLTR, ETN, MET, MO, WSM ... originally appeared on BloggingStocks on Fri, 12 Nov 2010 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ACMAHAltriaanalyst upgradesBABBBYBed Bath and BeyondBoeingCICignaClearwireCLWRCOLBDFSDLTRDollar TreedowngradesDQEatonETNGMETGNWGPROHOLXHSinitiationsinthenewsLOLorillardMETMetLifeMONDSNNNNQGENRGAUPLVALWellpointWGWilliams-SonomaWLPWSMFri, 12 Nov 2010 11:30:00 EST<![CDATA[Options Update: Boeing Volatility Flat; Shares Down Canceled 787 Flight Tests]]>http://www.bloggingstocks.com/2010/11/12/options-update-boeing-volatility-flat-shares-down-canceled-787/http://www.bloggingstocks.com/2010/11/12/options-update-boeing-volatility-flat-shares-down-canceled-787/http://www.bloggingstocks.com/2010/11/12/options-update-boeing-volatility-flat-shares-down-canceled-787/#commentsFiled under: , ,

Boeing (BA) closed down 2.6% after canceling all scheduled 787 flight tests in the wake of Tuesday night's emergency landing. Overall option implied volatility of 33 is near its 26-week average of 32, suggesting non-directional price movement.

Walmart (WMT) is expected to report Q3 EPS on November 16. November put option implied volatility is at 18, December and January is at 16; below its 26-week average of 19, according to Track Data, suggesting decreasing price movement.

Options Update is by Stock Specialist Paul Foster of theflyonthewall.com.

Options Update: Boeing Volatility Flat; Shares Down Canceled 787 Flight Tests originally appeared on BloggingStocks on Fri, 12 Nov 2010 09:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>787787 DreamlinerBAboeinginthenewsWalmartWMTFri, 12 Nov 2010 09:00:00 EST<![CDATA[Closing Bell: Directionless Trend Remains (TSLA, URRE, SMT, AONE, BA, GLD)]]>http://www.bloggingstocks.com/2010/11/10/closing-bell-directionless-trend-remains-tsla-urre-smt-aone/http://www.bloggingstocks.com/2010/11/10/closing-bell-directionless-trend-remains-tsla-urre-smt-aone/http://www.bloggingstocks.com/2010/11/10/closing-bell-directionless-trend-remains-tsla-urre-smt-aone/#commentsFiled under: , , ,

Stocks had another day where the exact footing was never very clear. Despite a slightly better weekly jobs figure, the dollar was up and a poor long-bond auction was mixed in with a mixed reaction from commodities markets. The debate over QE2 rages on.

Here were today's unofficial closing bell levels:

Dow Jones 11,355.22 +8.47 (0.07%)
S&P 500 1,218.62 +5.22 (0.43%)
Nasdaq 2,578.78 +15.80 (0.62%)

Top Analyst Calls


Continue reading Closing Bell: Directionless Trend Remains (TSLA, URRE, SMT, AONE, BA, GLD)

Closing Bell: Directionless Trend Remains (TSLA, URRE, SMT, AONE, BA, GLD) originally appeared on BloggingStocks on Wed, 10 Nov 2010 16:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AONEBAGLDSMTTSLAWed, 10 Nov 2010 16:20:00 EST<![CDATA[Closing Bell: A Maturing Rally? (IRE, FCEL, REVU, BAC, BA, WCRX)]]>http://www.bloggingstocks.com/2010/11/08/closing-bell-maturing-rally-ire-fcel-revu-bac-ba-wcrx/http://www.bloggingstocks.com/2010/11/08/closing-bell-maturing-rally-ire-fcel-revu-bac-ba-wcrx/http://www.bloggingstocks.com/2010/11/08/closing-bell-maturing-rally-ire-fcel-revu-bac-ba-wcrx/#commentsFiled under: ,

Gold passed $1,400 and more questions still loom over the long term impact of quantitative easing, or QE2. There is also some dissent in the Fed and oversight officials that seems to be gathering more steam. Employment data confirmed a mild improvement today, but that does not help as the data is pre-election and pre-QE2. There was also a total lack of mergers this Monday and most of the price action was in lower-priced shares.

Here were today's unofficial closing bell levels:

Dow Jones 11,406.84 -37.24 (-0.33%)
S&P 500 1,223.25 -2.60 (-0.21%)
Nasdaq 2,580.05 +1.07 (0.04%)

Top Analyst Calls

Continue reading Closing Bell: A Maturing Rally? (IRE, FCEL, REVU, BAC, BA, WCRX)

Closing Bell: A Maturing Rally? (IRE, FCEL, REVU, BAC, BA, WCRX) originally appeared on BloggingStocks on Mon, 08 Nov 2010 16:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BABACIREREVUWCRXMon, 08 Nov 2010 16:00:00 EST<![CDATA[Boeing Could Be Facing Even More 787 Delays]]>http://www.bloggingstocks.com/2010/11/08/boeing-could-be-facing-even-more-787-delays/http://www.bloggingstocks.com/2010/11/08/boeing-could-be-facing-even-more-787-delays/http://www.bloggingstocks.com/2010/11/08/boeing-could-be-facing-even-more-787-delays/#commentsFiled under: , , , ,

Boeing (BA) logoBoeing (BA - option chain) stock is trading lower today on conflicting reports about the company's timeline for the debut of its highly-anticipated, but much-delayed 787 Dreamliner. Aviation Week published a report late Friday that the company has told several customers that delivery of its 787 Dreamliner will be delayed by up to 10 months, but Boeing denies this report, saying it intends to meet the current delivery date of Q1 2011. If you think this stock won't be rising too far in the coming months, then it could be a good time to look at a bearish hedged play on BA.

Continue reading Boeing Could Be Facing Even More 787 Delays

Boeing Could Be Facing Even More 787 Delays originally appeared on BloggingStocks on Mon, 08 Nov 2010 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>787BABoeingDreamlinerinthenewsInvestors ObserveroptionsrumorsMon, 08 Nov 2010 13:00:00 EST<![CDATA[Analyst Calls: ARO, BA, BKE, DWA, MRVL, SGEN, TWC, WFR ...]]>http://www.bloggingstocks.com/2010/11/02/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/11/02/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/11/02/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst Upgrades

  • Time Warner Cable (TWC) was upgraded to outperform from market perform at Bernstein.
  • Citigroup upgraded MEMC Electronic (WFR) and Skilled Healthcare (SKH) to buy from hold at Citigroup.
  • Administaff (ASF) was upgraded to buy from hold at Roth Capital.
  • The Buckle (BKE) was upgraded to buy from hold at KeyBanc.
  • BofA/Merrill upgraded DreamWorks (DWA) to neutral from underperform.
  • Corrections Corp. (CXW) was upgraded to buy from neutral at SunTrust.
  • Marvell Technology (MRVL) was upgraded to positive from neutral at Susquehanna.

Continue reading Analyst Calls: ARO, BA, BKE, DWA, MRVL, SGEN, TWC, WFR ...

Analyst Calls: ARO, BA, BKE, DWA, MRVL, SGEN, TWC, WFR ... originally appeared on BloggingStocks on Tue, 02 Nov 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ACCAeropostaleAgriumAGUanalyst upgradesAROArrisARRSASFBABIODBKEBoeingBuckelCapitalSourceCOTCSECXWdowngradesDreamWorksDWAinitiationsinthenewsMarvellMEMCMRVLNUVAPerfect WorldPWRDRINOSBHSeattle GeneticsSGENSKHSLHSoleraTCLPTetra TekTime Warner CableTTEKTWCULTAVerintVRNTWFRTue, 02 Nov 2010 12:00:00 EST<![CDATA[Boeing Sees a Bid on Q3 Data]]>http://www.bloggingstocks.com/2010/10/20/boeing-sees-a-bid-on-q3-data/http://www.bloggingstocks.com/2010/10/20/boeing-sees-a-bid-on-q3-data/http://www.bloggingstocks.com/2010/10/20/boeing-sees-a-bid-on-q3-data/#commentsFiled under: ,

Boeing (BA) is taking advantage of the improved sentiment this afternoon. At the time of this writing, shares of the aerospace concern were higher by 3% to $71.16. Volume, however, wasn't yet above average (it will be, though, before the regular session is through).

The 52-week low for the stock is $47.18, and the 52-week high is $76. The company is therefore in favor these days. The chart, while not reflective of a smooth uptrend, nevertheless shows an equity that has been doing okay given the volatility we've seen in recent months.

Continue reading Boeing Sees a Bid on Q3 Data

Boeing Sees a Bid on Q3 Data originally appeared on BloggingStocks on Wed, 20 Oct 2010 15:00:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>AerospaceBABoeingBoeing earningsinthenewsWed, 20 Oct 2010 15:00:00 EST<![CDATA[Options Update: Boeing Volatility Flat into EPS and Cash Flow Outlook]]>http://www.bloggingstocks.com/2010/10/19/options-update-boeing-volatility-flat-into-eps-and-cash-flow-ou/http://www.bloggingstocks.com/2010/10/19/options-update-boeing-volatility-flat-into-eps-and-cash-flow-ou/http://www.bloggingstocks.com/2010/10/19/options-update-boeing-volatility-flat-into-eps-and-cash-flow-ou/#commentsFiled under: , ,

Boeing (BA) is expected to report Q3 EPS on October 20. November put option implied volatility is at 33, January is at 34, versus its 26-week average of 32, according to Track Data, suggesting non-directional near-term price movement.

Wells Fargo (WFC) is reporting Q3 EPS on October 20. November put option implied volatility is at 43, January is at 40, versus its 26-week average of 36, according to Track Data, suggesting larger price movement.

Options Update is by Stock Specialist Paul Foster of theflyonthewall.com.

Options Update: Boeing Volatility Flat into EPS and Cash Flow Outlook originally appeared on BloggingStocks on Tue, 19 Oct 2010 09:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BABoeinginthenewsoption implied volatilityoptionsWells FargoWFCTue, 19 Oct 2010 09:00:00 EST<![CDATA[Week in Preview: Return of the Earnings Crunch (AAPL, BA, HOG, LUV)]]>http://www.bloggingstocks.com/2010/10/17/week-in-preview-return-of-the-earnings-crunch/http://www.bloggingstocks.com/2010/10/17/week-in-preview-return-of-the-earnings-crunch/http://www.bloggingstocks.com/2010/10/17/week-in-preview-return-of-the-earnings-crunch/#commentsFiled under: , , , , , ,

earnings expectationsThe earnings crunch is back on this week. Third quarter reports are due from tech, financial and pharmaceutical companies, from airlines and from many others. Here's a day-by-day rundown of the coming week's earnings highlights, with a closer look at Apple (AAPL), Harley-Davidson (HOG), Boeing (BA) and Southwest Airlines (LUV).

Getting things started on Monday, analysts surveyed by Thomson Reuters expect Citigroup (C), Halliburton (HAL) and IBM (IBM) to post year-over-year earnings growth. But Monday's highlight no doubt will be Apple's (AAPL) quarterly results.

Continue reading Week in Preview: Return of the Earnings Crunch (AAPL, BA, HOG, LUV)

Week in Preview: Return of the Earnings Crunch (AAPL, BA, HOG, LUV) originally appeared on BloggingStocks on Sun, 17 Oct 2010 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLanalyst forecastsAppleBABoeingearnings previewsfeaturedHarley-DavidsonHOGLUVSouthwest AirlinesSun, 17 Oct 2010 12:30:00 EST<![CDATA[Chasing Value: Scoping Out Defense Contractors -- Part 2]]>http://www.bloggingstocks.com/2010/10/12/chasing-value-scoping-out-defense-contractors-part-2/http://www.bloggingstocks.com/2010/10/12/chasing-value-scoping-out-defense-contractors-part-2/http://www.bloggingstocks.com/2010/10/12/chasing-value-scoping-out-defense-contractors-part-2/#commentsFiled under: , , , , , , , ,

Yesterday I began a review of the five major U.S. defense contractors, searching for potential stock value. The group included General Dynamics (GD), Lockheed Martin (LMT), Boeing (BA), Northrop, Grumman (NOC) and Raytheon (RTN). After examining the P/E, PEG, P/CF, P/S, and P/B, Boeing did not make it through the screens.

Today I continue the exercise, hoping to find a stock worthy of placing a bet.

Dividend Yield
  • Lockheed Martin: 3.77%
  • Raytheon Company: 3.16%
  • Northrop, Grumman: 2.89%
  • General Dynamics: 2.59%

Continue reading Chasing Value: Scoping Out Defense Contractors -- Part 2

Chasing Value: Scoping Out Defense Contractors -- Part 2 originally appeared on BloggingStocks on Tue, 12 Oct 2010 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BABoeing Co.ChasingValuefeaturedGDGeneral DynamicsLMTLockheedMartinNOCNorthrop Grummanoptions tradesPutSellingRaytheon CompanyRTNvalue investingValue StocksTue, 12 Oct 2010 11:00:00 EST<![CDATA[Chasing Value: Scoping Out Defense Contractors -- Part 1]]>http://www.bloggingstocks.com/2010/10/11/chasing-value-scoping-out-defense-contractors-part-1/http://www.bloggingstocks.com/2010/10/11/chasing-value-scoping-out-defense-contractors-part-1/http://www.bloggingstocks.com/2010/10/11/chasing-value-scoping-out-defense-contractors-part-1/#commentsFiled under: , , , , , ,

The defense sector is down, but don't count it out. We give lip service to the likelihood of defense being a target of budget hawks in Congress, but truth be told, the same fiscally conservative members are often the biggest supporters of defense.

Equally important is that unlike many other industries, this is one tech sector that keeps most of its jobs at home and well-distributed through the country. This, too, preserves defense spending.

The major players in the industry after 20 years of consolidation are General Dynamics Corp (GD), Lockheed Martin (LMT), Boeing Co (BA), Northrop, Grumman (NOC), and Raytheon Company (RTN). In addition there are hundreds more making specialized parts in support of the majors and more still supplying basic elements like tires, wiring, computer processors, steel, aluminum, specialty glass, and ammunition. Then there are suppliers of manpower and smaller manufacturers producing unmanned aircraft drones and robots.

Continue reading Chasing Value: Scoping Out Defense Contractors -- Part 1

Chasing Value: Scoping Out Defense Contractors -- Part 1 originally appeared on BloggingStocks on Mon, 11 Oct 2010 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BABoeingChasingValuedefense contractorsdefense stocksfeaturedGDGeneral DynamicsLMTlockheed martinNOCNorthrop GrummanRaytheon CompanyRTNvalue investingValue StocksMon, 11 Oct 2010 14:30:00 EST<![CDATA[Closing Bell: The Market Advances Without Conviction (BA, YHOO)]]>http://www.bloggingstocks.com/2010/09/15/closing-bell-the-market-advances-without-conviction-ba-yhoo/http://www.bloggingstocks.com/2010/09/15/closing-bell-the-market-advances-without-conviction-ba-yhoo/http://www.bloggingstocks.com/2010/09/15/closing-bell-the-market-advances-without-conviction-ba-yhoo/#commentsFiled under: , , , , ,

The market ignored intervention on behalf of Japan to drive down the value of the yen and an anemic improvement in August industrial output, which was only up .2%, to post a very modest gain for the day.

Today's closing bell numbers:

Dow Jones 10,572.73 +46.24 (0.44%)
S&P 500 1,125.07 +3.97 (0.35%)
Nasdaq 2,301.32 +11.55 (0.50%)

Continue reading Closing Bell: The Market Advances Without Conviction (BA, YHOO)

Closing Bell: The Market Advances Without Conviction (BA, YHOO) originally appeared on BloggingStocks on Wed, 15 Sep 2010 16:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>airbusAlibaba GroupBAjapanworld trade organizationyenYHOOWed, 15 Sep 2010 16:10:00 EST<![CDATA[Analyst Calls: BA, COST, DELL, GD, INTC, LVS, MGM, PCLN, TWX, V, VIA ...]]>http://www.bloggingstocks.com/2010/09/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/09/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/09/08/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , , , , , ,

Analyst Upgrades

  • Goldman upgraded Costco (COST) to buy from neutral based on valuation, improving fundamentals and potential catalysts. The firm raised its price target to $68 from $62.
  • Soleil upgraded MGM Resorts (MGM) to buy from hold, citing valuation, easing balance sheet concerns and a multiyear convention recovery. The firm upped its target for shares to $14 from $13. Note, Soleil also downgraded Las Vegas Sands (LVS) to hold from buy.
  • Piper Jaffray upgraded Phillips-Van Heusen (PVH) to overweight from neutral with a $59 price target following the company's better-than-expected Q2 results.
  • Dell (DELL) was upgraded to buy from outperform at CLSA.
  • CommScope (CTV) was upgraded to buy from neutral at UBS.
  • EnCana (ECA) was upgraded to sector outperformer from sector performer at CIBC.

Continue reading Analyst Calls: BA, COST, DELL, GD, INTC, LVS, MGM, PCLN, TWX, V, VIA ...

Analyst Calls: BA, COST, DELL, GD, INTC, LVS, MGM, PCLN, TWX, V, VIA ... originally appeared on BloggingStocks on Wed, 08 Sep 2010 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analyst upgradesBABAXBoeingCFCOSTCostcoCTVDELLDKSdowngradesECAGDHONHoneywellinitiationsINTCIntelinthenewsITWLMTLockheed MartinLVSMAAMGMPCLNPVHTime WarnerTWXVVIAViacomVisaWLTWed, 08 Sep 2010 11:40:00 EST