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Jarden, Under Armour, PepsiCo, Hibbet Sports, Sirius: Five Big Hits with the Boys of Summer

Posted Apr 8th 2010 2:00PM by Sheldon Liber (RSS feed)
Filed under: Forecasts, Wal-Mart (WMT), PepsiCo (PEP), Sirius Satellite Radio (SIRI), Under Armour'A' (UA), Business of Sports, Bargain Stocks, Jarden Corp. (JAH), Hibbet Sports Inc. (HIBB)

Baseball season is officially under way and it's all a numbers game. Kiplinger has highlighted five stocks that may be in play --- Jarden, Under Armour, PepsiCo, Hibbett Sports and Siriius Radio-- so here is their pitch and my thoughts on taking a swing at any of them.

Oddly, the Kiplinger story makes note of the fact that baseball and investing are both driven by numbers, yet provides very few of them to support their thesis.

Continue reading Jarden, Under Armour, PepsiCo, Hibbet Sports, Sirius: Five Big Hits with the Boys of Summer

Analyst upgrades: APOL, ZRAN, AMSG, AAPL and TRB

Posted Oct 23rd 2007 11:20AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Apple Inc (AAPL),

MOST NOTEWORTHY: Apollo Group, Zoran, AmSurg Corp, Apple and Tribune Co were today's noteworthy upgrades:

Baird upgraded shares of Apollo Group (NASDAQ: APOL) to Outperform from Neutral based on positive enrollment and revenue trends, margin improvement, and a strategic international announcement.
CIBC upped its rating on Zoran Corporation (NASDAQ: ZRAN) to Sector Outperformer from Sector Performer following strong Q3 results and guidance.
Jefferies upgraded shares of AmSurg Corp (NASDAQ: AMSG) to Buy from Hold as they believe the new CEO is preparing to drive earnings growth through acquisitions.
ThinkEquity continues to expect Apple (NASDAQ: AAPL) to outpace the industry in growth. The firm upgraded shares to Buy from Accumulate.
Barrington upgraded shares of Tribune Company (NYSE: TRB) to Market Perform from Underperform on valuation, as they believe the current price significantly discounts the risks of the going private transaction getting done.

OTHER UPGRADES:

Citigroup upgraded Jarden Corporation (NYSE: JAH) and Teradyne (NYSE: TER) to Buy from Hold.
Lehman upgraded SunPower Corporation (NASDAQ: SPWR) to Overweight from Equal Weight.
HSBC upgraded ArcelorMittal (NYSE: MT) to Overweight from Underweight.
WestLB raised Roche Holding (OTC: RHHBY) to Add from Hold.

Analyst downgrades 7-31-07: GT, PTR, RSH and UL

Posted Jul 31st 2007 10:51AM by Kevin Shult (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, RadioShack Corp (RSH), PetroChina Co Ltd ADR (PTR), Unilever ADR (UL), Goodyear Tire and Rubber (GT), Stocks to Sell

MOST NOTEWORTHY: RadioShack (RSH), Weyerhauser (WY), Goodyear Tire (GT), Hot Topic (HOTT) and Unilever (UL, UN) were today's noteworthy downgrades:

Citigroup downgraded RadioShack (NYSE: RSH) to Sell from Hold on valuation as they believe shares have priced in a more aggressive top-line recovery than the company can deliver over the next 12 months and that margin improvement is likely to slow.

Merrill downgraded Weyerhauser (NYSE: WY) to Neutral from Buy based on the tighter credit environment and the impact on a potential containerboard divestiture or merger.

Matrix downgraded shares of Goodyear Tire (NYSE: GT) to Sell from Hold to reflect rising oil prices and negative fundamental trends.

AG Edwards downgraded Hot Topic (NASDAQ: HOTT) to Sell from Hold to reflect negative performance momentum and a lack of back-to-school prospects.

Credit Suisse downgraded Unilever (NYSE: UN, UL) to Underperform from Neutral as their analysis suggests the company continues to lose market share...

OTHER DOWNGRADES:

Baird cut Franklin Electric (NASDAQ: FELE) to Underperform from Neutral.

Bear Stearns downgraded Kyphon (NASDAQ: KYPH) to Peer Perform from Outperform.

Jarden (NYSE: JAH) was cut to Neutral from Buy at Goldman.

Citigroup downgraded PetroChina (NYSE: PTR) to Hold from Buy.

Alacatel-Lucent (NYSE: ALU) was downgraded to Neutral from Buy at Goldman.

Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Richard Heckmann back in the deal game

Posted Jun 27th 2007 5:20PM by Tom Taulli (RSS feed)
Filed under: SEC Filings, Deals

When it comes to mergers & acquisitions, Richard Heckmann is a seasoned pro. His most recent deal was the sale of K2 to Jarden (NYSE: JAH).

But, once a deal junkie, always a deal junkie.

So, Heckmann has formed Heckmann Corporation, which has filed for a blank-check offering. That is, he will raise money on the public markets and then try to find some deals. What deals? That's up to Heckmann.

Based on the current filing, it looks like he'll have about $500 million to work with. And I'm sure he will put it to good use.

It was back in 1990 that Heckmann founded US Filter. He struck a myriad of M&A deals and grew the company from $17 million to $5 billion in revenues by 1999. He then sold US Filter for $8.2 billion to Vivendi S.A.

The lead underwriter on the IPO is Credit Suisse.

You can find the prospectus at the SEC website.

If you want to see more recent IPO filings, you can click here.

Tom Taulli is the author of various books, including the Complete M&A Handbook and the EDGAR-Online Guide to Decoding Financial Statements.

Newspaper wrap-up 4-25-07: Jarden to acquire K2

Posted Apr 25th 2007 9:15AM by Eric Buscemi (RSS feed)
Filed under: Newspapers, Magazines, Apple Inc (AAPL), Boeing Co (BA), US Airways Group (LCC), Barclays plc ADS (BCS)

MAJOR PAPERS:

The Wall Street Journal (subscription required) reported that Fred Anderson, the former Apple (NASDAQ: AAPL) CFO, said through his lawyer that Apple CEO Steve Jobs misled him regarding board actions on stock-option awards.
The Wall Street Journal reported that The Royal Bank of Scotland-led consortium of banks fighting Barclays (NYSE: BCS) in an attempt to acquire ABN Amro (NYSE: ABN) indicated it would pay EUR39 per share, or $98.5B, for the Dutch bank.
The next CEO of Royal Dutch Shell (NYSE: RDS.A) will probably be promoted from within the company, Royal Dutch Shell chairman Jorma Ollila said yesterday, reported the Financial Times (subscription required).

OTHER PAPERS:

The New York Times reported that Jarden Corp. (NYSE: JAH) will acquire K2 Inc. (NYSE: KTO) for about $1.2 billion in cash and stock, or $15.50 per share.
According to a New York Post exclusive, WPP Group (NASDAQ: WPPGY) is among the suitors for 24/7 Real Media, which is on the auction block.
The U.K. Times has reported that US Airways (NYSE: LCC) has pulled out of a $3.7 billion deal with Airbus, for Boeing (NYSE: BA), which US Air will order 20 to 30 787 Dreamliners from, worth between $3.2 billion and $4.9 billion.