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[U.S. Stock Futures Lower; Nokia Shares Slide on Microsoft Deal]]>http://www.bloggingstocks.com/2011/02/11/u-s-stock-futures-lower-nokia-shares-slide-on-microsoft-deal/http://www.bloggingstocks.com/2011/02/11/u-s-stock-futures-lower-nokia-shares-slide-on-microsoft-deal/http://www.bloggingstocks.com/2011/02/11/u-s-stock-futures-lower-nokia-shares-slide-on-microsoft-deal/#commentsFiled under: , , , , , , ,

U.S. stock futures are lower this morning. Futures for the Dow Jones Industrial Average dropped 39 points to 12,155, while those for the S&P 500 index declined 6.1 points to 1,313. Futures for the Nasdaq 100 index lost 7.75 points to 2,354.

Shares of Nokia (NOK) dropped in pre-market trading as the company unveiled partnership with Microsoft (MSFT).

Negative sentiment ruled the European markets today. While STOXX Europe 600 Index has dropped 0.42%, London's FTSE 100 Index moved down 0.27%.

Continue reading U.S. Stock Futures Lower; Nokia Shares Slide on Microsoft Deal

U.S. Stock Futures Lower; Nokia Shares Slide on Microsoft Deal originally appeared on BloggingStocks on Fri, 11 Feb 2011 09:15:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ccediscafeaturedglchinthenewskrollymsftnokFri, 11 Feb 2011 09:15:00 EST<![CDATA[Analyst Calls: AKS, CCL, EOG, GE, GS, LLY, SNDK, T, TLB, TUP, VZ, WWE ...]]>http://www.bloggingstocks.com/2011/01/12/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/12/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/12/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , ,

Analyst Upgrades

  • Verizon (VZ), FEMSA (FMX), Vornado (VNO), Duke Realty (DRE) and AvalonBay (AVB) to buy from neutral, as well as Carnival (CCL) to conviction buy from buy, at Goldman.
  • Symantec (SYMC) to buy from hold at Citigroup.
  • Copano Energy (CPNO), DCP Midstream (DPM) and Inergy (NRGY) to overweight from equal weight at Morgan Stanley.
  • SYNNEX (SNX) to strong buy from buy at Needham.
  • Eli Lilly (LLY) to hold from sell at Hapoalim.
  • World Wrestling (WWE) to buy from neutral at Roth Capital.

Continue reading Analyst Calls: AKS, CCL, EOG, GE, GS, LLY, SNDK, T, TLB, TUP, VZ, WWE ...

Analyst Calls: AKS, CCL, EOG, GE, GS, LLY, SNDK, T, TLB, TUP, VZ, WWE ... originally appeared on BloggingStocks on Wed, 12 Jan 2011 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ADIADSKAK SteelAKSAMRSAmyrisAnalog Devicesanalyst upgradesAT and TAutodeskAvalonBayAVBBTUICarnivalCBLCCLCopanoCPNOCUZDDRdowngradesDPMDREEastman ChemicalEli LillyEMNEOGFCSFEMSAFMXGEGeneral ElectricGoldman SachsGSInergyinitiationsInsituformINSUinthenewsLLYLSINRGYRamco-GershensonRPTSanDiskSBIBSNDKSNXSymantecSYMCTTalbotsTLBTUPTupperwareVerizonVNOVornadoVZWorld Wrestling EntertainmentWWEZIONWed, 12 Jan 2011 11:00:00 EST<![CDATA[Eli Lilly Likely to Remain Limp]]>http://www.bloggingstocks.com/2010/11/24/lilly-likely-to-remain-limp/http://www.bloggingstocks.com/2010/11/24/lilly-likely-to-remain-limp/http://www.bloggingstocks.com/2010/11/24/lilly-likely-to-remain-limp/#commentsFiled under: , , ,

Eli Lilly logoAlthough short-term news may seem bright for Eli Lilly & Co. (LLY), the broader picture for the company looks flat. Having dropped from an average share price in the $53 range over two years ago, to a current average share value hovering near $35, investors are signaling that the long range forecast for Lilly is unexciting at best.

It appears that Lilly shall be buoyed in the near term by the recent FDA approval of testosterone replacement therapy Axiron for sale in the U.S. Lilly purchased rights to Axiron from Australian firm, Acrux for an initial payment of $50 million plus $3 million based on the transfer of manufacturing assets.

Continue reading Eli Lilly Likely to Remain Limp

Eli Lilly Likely to Remain Limp originally appeared on BloggingStocks on Wed, 24 Nov 2010 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AcruxAxironEli LillyGSKinthenewsLLYreplacement therapySNYtestosteronetopical treatmenttopical-creamWed, 24 Nov 2010 15:40:00 EST<![CDATA[Eli Lilly Stops Alzheimer's Drug Development]]>http://www.bloggingstocks.com/2010/08/17/eli-lilly-stops-alzheimers-drug-development/http://www.bloggingstocks.com/2010/08/17/eli-lilly-stops-alzheimers-drug-development/http://www.bloggingstocks.com/2010/08/17/eli-lilly-stops-alzheimers-drug-development/#commentsFiled under: , ,

LLY logoEli Lilly (LLY - option chain) stock is trading lower today after the company announced it has halted development of an experimental drug for Alzheimer's disease, citing studies showing the drug worsened patients' conditions and was associated with an increased risk of skin cancer. 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 LLY.

This morning, LLY opened at $35.08. So far today the stock has hit a high of $35.15 and a low of $34.45. As of 12:10, LLY is trading at $34.69, down $0.88 (-2.4%). The chart for LLY looks neutral and S&P gives LLY a neutral 3 STARS (out of 5) hold ranking.

Continue reading Eli Lilly Stops Alzheimer's Drug Development

Eli Lilly Stops Alzheimer's Drug Development originally appeared on BloggingStocks on Tue, 17 Aug 2010 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Alzheimers diseaseEli LillyinthenewsInvestors ObserverLLYoptionsTue, 17 Aug 2010 13:30:00 EST<![CDATA[Analyst Calls: AMD, BKC, BKS, BP, DOW, HBC, LEAP, LLY, MET, PCLN, ...]]>http://www.bloggingstocks.com/2010/08/04/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/08/04/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/08/04/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , , , , ,

Analyst Upgrades

  • Auriga upgraded Leap Wireless (LEAP) to buy from hold following the company's Q2 results and analyst day, citing valuation, longer-term potential for consolidation and prospects for business improvements. Despite upgrading, the firm lowered its target for shares to $16 from $19.
  • Goldman upgraded Barnes & Noble (BKS) to neutral from sell following the company's announcement to explore strategic alternatives. The firm raised its price target to $15 from $12.
  • RBC Capital upgraded ESCO Technologies (ESE) to sector perform from underperform following the better-than-expected Q3 report. The firm raised its price target to $30 from $28.
  • MetLife (MET) was upgraded to buy from neutral at BofA/Merrill.
  • Priceline.com (PCLN) was upgraded to buy from hold at Stifel Nicolaus.
  • HSBC (HBC) was upgraded to outperform from underperform at CLSA.

Continue reading Analyst Calls: AMD, BKC, BKS, BP, DOW, HBC, LEAP, LLY, MET, PCLN, ...

Analyst Calls: AMD, BKC, BKS, BP, DOW, HBC, LEAP, LLY, MET, PCLN, ... originally appeared on BloggingStocks on Wed, 04 Aug 2010 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AEPAMDanalyst upgradesBBBYBHIBKSBPBurger KingCarmaxChipotleCMGDOWdowngradesEEli LillyESEHBCHSBCinitiationsinthenewsINTUIntuitKMXLEAPLLYMETMetlifePCLNRDS.ARENTRoyal Dutch ShellTOTWed, 04 Aug 2010 11:30:00 EST<![CDATA[Goldman Sachs Targets Allergan as Takeover Candidate]]>http://www.bloggingstocks.com/2010/07/13/goldman-sachs-targets-allergan-as-takeover-candidate/http://www.bloggingstocks.com/2010/07/13/goldman-sachs-targets-allergan-as-takeover-candidate/http://www.bloggingstocks.com/2010/07/13/goldman-sachs-targets-allergan-as-takeover-candidate/#commentsFiled under: , ,

If you're interested on taking a bet on a potential high-flyer, you might want to take a look at Allergan (AGN).

Goldman Sachs recently said they expect more M&A activity in pharmaceutical and that Allergan is a prime candidate for a takeover. Sanofi-Aventis (SNY) and Eli Lilly & Co. (LLY) are two companies analysts are speculating may be interested in acquiring Allergan.

Goldman also upgraded its price target for Allergan on its Conviction Buy List from $78 to $81.

Continue reading Goldman Sachs Targets Allergan as Takeover Candidate

Goldman Sachs Targets Allergan as Takeover Candidate originally appeared on BloggingStocks on Tue, 13 Jul 2010 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aclagnalconallerganEli LillyfeaturedGoldman Sachsjnjjohnson and johnsonllySanofi-AventissnyTue, 13 Jul 2010 13:30:00 EST<![CDATA[Short Sellers Piling on Forest Laboratories]]>http://www.bloggingstocks.com/2010/07/01/short-sellers-piling-on-forest-laboratories/http://www.bloggingstocks.com/2010/07/01/short-sellers-piling-on-forest-laboratories/http://www.bloggingstocks.com/2010/07/01/short-sellers-piling-on-forest-laboratories/#commentsFiled under:

Short sellers are starting to pile on Forest Laboratories (FRX), and the drug manufacturer may not be able to sustain the bearish weight. Short interest on Forest has jumped 410.4%, or 14,253,017 shares -- rising from a previous short-interest level of 3,473,213 shares to the current level of 17,726,230 shares -- during the past few weeks.

Based on the average trading volume for Forest, it will take short sellers 4 days to cover their short positions if they wanted to completely reverse their trades. Seeing a jump in short interest like this is a clear indication there is a growing number of traders out there who believe Forest is going to be moving lower in the near future. In fact, it shows they believe it enough to put their money where their mouth is.

Continue reading Short Sellers Piling on Forest Laboratories

Short Sellers Piling on Forest Laboratories originally appeared on BloggingStocks on Thu, 01 Jul 2010 17:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Eli Lillyforest laboratoriesfrxglaxosmithklinegskllyshort interestshort sellersThu, 01 Jul 2010 17:50:00 EST<![CDATA[Analyst Calls: AH, AMP, BDX, DIS, ETH, JBL, MRK, NE, NWS, TWX, VIA ...]]>http://www.bloggingstocks.com/2010/06/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/06/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/06/29/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , ,

Analyst Upgrades

  • FBR Capital upgraded Noble Corporation (NE) to outperform from market perform as it finds the company's acquisition of Frontier Drilling as smart and strategic. The firm upped its target price for shares to $42 from $36.
  • Citigroup upgraded Ameriprise (AMP) to buy from hold, citing potential margin expansion from the Columbia acquisition. The firm maintains a $50 price target for shares.
  • Thomas Weisel upgraded Jabil Circuit (JBL) to overweight from market weight, citing valuation and the company's growth prospects. The firm raised its target for shares to $20 from $18.
  • Blackrock (BLK) was upgraded to outperform from market perform at Keefe Bruyette.
  • Disney (DIS) and News Corp (NWS) were upgraded to buy from neutral at Goldman.
  • Portland General Electric (POR) was upgraded to neutral from underperform at BofA/Merrill.

Continue reading Analyst Calls: AH, AMP, BDX, DIS, ETH, JBL, MRK, NE, NWS, TWX, VIA ...

Analyst Calls: AH, AMP, BDX, DIS, ETH, JBL, MRK, NE, NWS, TWX, VIA ... originally appeared on BloggingStocks on Tue, 29 Jun 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AGPAHAKAMAMPanalyst upgradesATHNATLSBDXBGBLKBMYCTRPDISdowngradesEli LillyETHinitiationsinthenewsJBLLLYMDASMerckMRKNENews Corp.NWSPORTime WarnerTWXViacomVODTue, 29 Jun 2010 12:00:00 EST<![CDATA[Wall Street Ignoring Big Pharma -- Should You?]]>http://www.bloggingstocks.com/2010/06/28/wall-street-ingoring-big-pharma-should-you/http://www.bloggingstocks.com/2010/06/28/wall-street-ingoring-big-pharma-should-you/http://www.bloggingstocks.com/2010/06/28/wall-street-ingoring-big-pharma-should-you/#commentsFiled under: , , , ,

In its weekend edition, Barron's Andrew Bary wonders whether Big Pharma's punishment on Wall Street has gone too far. The sector has fallen out of favor with Wall Street and now has one of the lowest price/earnings ratios of any major sector of the stock market, Bary writes.

Investors are staying away from the large pharmaceutical companies ahead of their looming patent cliff, when blockbuster drugs like Lipitor, Plavix and Singulair lose patent protection and lose most of the sales from these drugs to generics. Investors also fear the companies don't have enough new drugs in the pipeline to make up for the lost sales, which could mean big hits to earnings.

But when the Street writes off one of the world's most important industries and with valuations at all-time lows, investors ought to take notice, Bary says. Especially when the average dividend yield of the big drugmakers is 4.8%.

Continue reading Wall Street Ignoring Big Pharma -- Should You?

Wall Street Ignoring Big Pharma -- Should You? originally appeared on BloggingStocks on Mon, 28 Jun 2010 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aznbig pharmabmyfeaturedgskinthenewsllymrknvspatent cliffpfepharmaceuticalsrhhbysnyMon, 28 Jun 2010 14:30:00 EST<![CDATA[Three Famous Dividend All-Stars]]>http://www.bloggingstocks.com/2010/06/22/three-dividend-all-stars/http://www.bloggingstocks.com/2010/06/22/three-dividend-all-stars/http://www.bloggingstocks.com/2010/06/22/three-dividend-all-stars/#commentsFiled under: , , ,

Great dividend picks are easier to find than you think. Retirees looking for safe places to stash their cash are already familiar with many blue chips that have hefty yields. It's just that when investors stop at the grocery store or pay their phone bill, they aren't thinking about how the big brands they're doing business with are actually good dividend payers.

Here are three of America's best know public corporations with yields that are about twice what 10-year Treasuries pay. These low-risk blue chips are some of the most famous high-yield dividend stocks out there.

Continue reading Three Famous Dividend All-Stars

Three Famous Dividend All-Stars originally appeared on BloggingStocks on Tue, 22 Jun 2010 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AltriaDividendsEli LillyfeaturedLLYStocks to buyVerizonVZTue, 22 Jun 2010 12:00:00 EST<![CDATA[$75 Million in Drugs Stolen from Eli Lilly Warehouse]]>http://www.bloggingstocks.com/2010/03/18/75-million-in-drugs-stolen-from-eli-lilly-warehouse/http://www.bloggingstocks.com/2010/03/18/75-million-in-drugs-stolen-from-eli-lilly-warehouse/http://www.bloggingstocks.com/2010/03/18/75-million-in-drugs-stolen-from-eli-lilly-warehouse/#commentsFiled under:

Eli Lilly (LLY) announced Wednesday that burglars broke into a Connecticut-based warehouse over the weekend and stole roughly $75 million in prescription drugs. According to police, the break-in happened either late Saturday or early Sunday. According to LLY, "dozens of pallets" of antidepressants were stolen, including Prozac, Cymbalta, Zyprexa (an anti-psychotic), and other medicines. The police called the theft a "well-planned event."

The company stated that it is working with the U.S. FDA Office of Criminal Investigations and other law enforcement officials. LLY's senior vice president of global equity noted that the company has "taken quick and appropriate actions to ensure the safety of our medicines." The company added that the "U.S. pharmaceutical distribution system is tightly controlled and monitored, making it extremely difficult for stolen product to make it to patients through legitimate channels."

Continue reading $75 Million in Drugs Stolen from Eli Lilly Warehouse

$75 Million in Drugs Stolen from Eli Lilly Warehouse originally appeared on BloggingStocks on Thu, 18 Mar 2010 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>crimedrugsEli LillyfeaturedinthenewsLLYpharmaceuticalstheftThu, 18 Mar 2010 09:30:00 EST<![CDATA[Merck Earnings Preview: Lower Profit, Higher Sales Expected]]>http://www.bloggingstocks.com/2010/02/15/merck-earnings-preview-lower-profit-higher-sales-expected/http://www.bloggingstocks.com/2010/02/15/merck-earnings-preview-lower-profit-higher-sales-expected/http://www.bloggingstocks.com/2010/02/15/merck-earnings-preview-lower-profit-higher-sales-expected/#commentsFiled under: , ,

Global pharmaceutical giant Merck & Co. Inc. (MRK), whose brands include Claritin, Coppertone, Lotrimin, Propecia, Singulair and Vytorin, is scheduled to discuss its fourth-quarter and full-year financial results in a conference call Monday, Feb. 16, at 8:00 AM (ET), hosted by CEO Richard T. Clark and CFO Peter N. Kellogg. A live webcast of the call will be available at the company's website.

During the three months that ended in December, Merck merged with Schering-Plough, appointed a chief medical officer and announced a quarterly dividend. Analysts surveyed by Thomson Reuters are looking for earnings for that period of $0.78 per share, down from $0.90 per share in the previous quarter and $0.87 per share a year ago. But revenue for the fourth quarter is expected to have jumped 60.8% from a year ago to $9.7 billion.

Continue reading Merck Earnings Preview: Lower Profit, Higher Sales Expected

Merck Earnings Preview: Lower Profit, Higher Sales Expected originally appeared on BloggingStocks on Mon, 15 Feb 2010 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Eli LillyLLYMerckMRKPFEPfizerSchering-PloughMon, 15 Feb 2010 17:00:00 EST<![CDATA[Incyte Hits New 52-Week High on Eli Lilly Deal]]>http://www.bloggingstocks.com/2009/12/21/incyte-hits-new-52-week-high-on-eli-lilly-deal/http://www.bloggingstocks.com/2009/12/21/incyte-hits-new-52-week-high-on-eli-lilly-deal/http://www.bloggingstocks.com/2009/12/21/incyte-hits-new-52-week-high-on-eli-lilly-deal/#commentsFiled under: , , , ,

INCY logoIncyte (INCY - option chain) shares are rising today after the company announced it entered into a worldwide license and collaboration agreement with Eli Lilly & Co. (LLY) for the development and commercialization of Incyte's INCB28050. The drug is currently being studied in a mid-stage trial for rheumatoid arthritis. Incyte stock has been showing support around $7.95 and resistance in the $8.89 range. 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 INCY.

INCY opened this morning at $8.88. So far today the stock has hit a low of $8.70 and a new 52-week high of $9.00. As of 12:40, INCY is trading at $8.98 up 49 cents (5.8%). The chart for INCY looks bullish.

Continue reading Incyte Hits New 52-Week High on Eli Lilly Deal

Incyte Hits New 52-Week High on Eli Lilly Deal originally appeared on BloggingStocks on Mon, 21 Dec 2009 13:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>dealEli LillyEliLillyINCYIncyteinthenewsInvestors ObserverInvestorsObserverLLYoptionsMon, 21 Dec 2009 13:20:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: AXP, BBY, BEN, H, LLY, TROW, X ...]]>http://www.bloggingstocks.com/2009/12/16/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/16/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/16/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , ,

Analyst upgrades:

  • Deutsche Bank upgraded T. Rowe Price (TROW) to buy from hold due to valuation and solid core trends. The firm raised its target on shares to $57 from $55. Note the firm downgraded Franklin Resources to hold from buy (see below).
  • KeyBanc upgraded U.S. Steel (X) to buy from hold based on stable domestic cost environment in 2010 and likelihood of sustained higher spot pricing. The firm has a $65 target on shares.
  • Goldman upgraded Canadian Natural Resources (CNQ) to buy from neutral, citing oil leverage, sizable resource base and free cash flow. The firm raised its target to $90 from $88.
  • Darden (DRI) was upgraded to buy from neutral at UBS.
  • Carnival (CCL) was upgraded to overweight from neutral at JPMorgan.
  • AmerisourceBergen (ABC) was upgraded to overweight from equal weight at Barclays.

Continue reading Analyst upgrades, downgrades and initiations: AXP, BBY, BEN, H, LLY, TROW, X ...

Analyst upgrades, downgrades and initiations: AXP, BBY, BEN, H, LLY, TROW, X ... originally appeared on BloggingStocks on Wed, 16 Dec 2009 11:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ABCAmerican Expressanalyst upgradesAXPBBYBENBest BuyCCLCNQdowngradesDRIFEHHyattinitiationsinthenewsLLYNRGRSSNHSPWRASTLDSWSITROWXWed, 16 Dec 2009 11:50:00 EST<![CDATA[Biogen Idec names new chairman, announces positive drug test results]]>http://www.bloggingstocks.com/2009/12/11/biogen-idec-names-new-chairman-announces-positive-drug-test-res/http://www.bloggingstocks.com/2009/12/11/biogen-idec-names-new-chairman-announces-positive-drug-test-res/http://www.bloggingstocks.com/2009/12/11/biogen-idec-names-new-chairman-announces-positive-drug-test-res/#commentsFiled under: , ,

Biogen Idec (BIIB) has made a bit of news the past two days, starting with Thursday's news that William Young is the company's new chairman of the board. BIIB's Bruce Ross will complete his term as director and will step down from the board at BIIB's 2010 shareholder meeting. William Young will take over effective January 1, 2010. Young is a veteran of the biotech industry, as he served with Monogram Biosciences, Genentech (where he was CEO), and Eli Lilly.

Ross noted, "I am pleased the Board has selected Bill Young as Biogen Idec's new Chairman. He is an experienced biotechnology and pharmaceutical industry executive with an extensive understanding of Biogen Ides, given his 12 years of service as a director of the company."

Continue reading Biogen Idec names new chairman, announces positive drug test results

Biogen Idec names new chairman, announces positive drug test results originally appeared on BloggingStocks on Fri, 11 Dec 2009 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BIIBBiogen IdecBiogenIdecbiotechbiotechnologyBiotechStocksBruce RossBruceRossEli LillyEliLillyGenentechinthenewsllymethotrexateocrelizumabrheumatoid arthritisRheumatoidArthritisrhhbyrocheWilliam YoungWilliamYoungFri, 11 Dec 2009 11:40:00 EST<![CDATA[Serious Money: Fortune's 25 leaders, 18 remain]]>http://www.bloggingstocks.com/2009/12/02/serious-money-fortunes-25-leaders-18-remain/http://www.bloggingstocks.com/2009/12/02/serious-money-fortunes-25-leaders-18-remain/http://www.bloggingstocks.com/2009/12/02/serious-money-fortunes-25-leaders-18-remain/#commentsFiled under: , , , , , , , , , , , , , , , , , ,

This is the third screening to find value among Fortune's 25 corporate world leaders that have demonstrated an ability to regenerate themselves from within. The list has been cut to 18 and will be cut further here.

The methodology of using basic stock data points to identify potential value investments only sets the stage for success -- it assures nothing. While it is true that paying less is better than paying more and getting a higher yield is better than less, this gives you a scant picture of what is in people's hearts and minds, and that is harder to judge. Like the weather, no matter the predictions, you may not find out it is raining until you are standing in it. Regardless, it should be advantageous to start with good stock (pun intended) before you take to whittlin', and that we have.

Continue reading Serious Money: Fortune's 25 leaders, 18 remain

Serious Money: Fortune's 25 leaders, 18 remain originally appeared on BloggingStocks on Wed, 02 Dec 2009 13:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>3mamerican-expressAXPchina mobileCHLDEDeereeli lillyfearturedGEgeneral electricgeneral millsGISIBMIBNICICI bankINTCIntelinternational business machinesLLYLMTlockheed martinMCDmcdonaldsmclarenPEPpepsicoPGproctor and gambleserious moneySeriousMoneysheldon liberSheldonLiberTNTTNTTYULunileverwhirlpoolWHRWed, 02 Dec 2009 13:40:00 EST<![CDATA[Serious Money: Fortune's 25 leaders, now 20]]>http://www.bloggingstocks.com/2009/12/01/serious-money-fortunes-25-leaders-now-20/http://www.bloggingstocks.com/2009/12/01/serious-money-fortunes-25-leaders-now-20/http://www.bloggingstocks.com/2009/12/01/serious-money-fortunes-25-leaders-now-20/#commentsFiled under: , , , , , , , , , , , , , , , , ,

Yesterday I started a review of 25 companies that Fortune deemed most successful according to their peers in developing quality leadership. Today I review the remaining 20, searching to find the ones that might be worth investing in.

Price-to-book (from 11/27/09) was used as the first value screen. The theory being from a value investor's perspective that buying for a price at or near the break-up value of the company provides downside protection. Of course that is easier said than done.

Continue reading Serious Money: Fortune's 25 leaders, now 20

Serious Money: Fortune's 25 leaders, now 20 originally appeared on BloggingStocks on Tue, 01 Dec 2009 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>3Mamerican expressAPXchina mobileCHLCLcolgate-palmoliveDEdeere and co.eli lillyFDXFedExGEgeneral electricgeneral millsGISIBMIBNICICIinfosysINFYINTCIntelinternational business machinesLillyLLYLMTlockheed martinMCDmcdonaldsMMMPEPpepsicoPGprocter and gambleserious moneySeriousMoneysheldon liberSheldonLiberTNTULunileverwhirlpoolWHRTue, 01 Dec 2009 18:00:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: ABT, BA, CLWR, LLY, LTD, NFLX ...]]>http://www.bloggingstocks.com/2009/12/01/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/01/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/01/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , , ,

Analyst upgrades:

  • Stephens upgraded Quidel (QDEL) to equal weight from underweight on valuation following the recent pullback in shares. The firm keeps a $16 price target on the stock.
  • UBS upgraded Clearwire (CLWR) to neutral from sell, citing the company's funding, which increases opportunities. The firm raised its price target to $6 from $3.
  • Oppenheimer upgraded Mattson Technology (MTSN) to outperform from perform on expectations the company will benefit from a cyclical recovery in memory capex spending in 2010. The firm raised its target on shares to $4 from $3.
  • Eli Lilly (LLY) was upgraded to sell from conviction sell at Goldman.
  • Kinross Gold (KGC) was upgraded to overweight from neutral at JPMorgan.
  • Limited Brands (LTD) was upgraded to hold from sell at Soleil.

Continue reading Analyst upgrades, downgrades and initiations: ABT, BA, CLWR, LLY, LTD, NFLX ...

Analyst upgrades, downgrades and initiations: ABT, BA, CLWR, LLY, LTD, NFLX ... originally appeared on BloggingStocks on Tue, 01 Dec 2009 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ABTanalyst upgradesANRBABoeingBSBRCHDCLWRdowngradesEQIXinitiationsinthenewsKGCLLYLTDMTSNNetflixNFLXNUVAPRGOQDELSMSCTue, 01 Dec 2009 11:30:00 EST<![CDATA[Serious Money: Fortune's 25 leaders among leaders]]>http://www.bloggingstocks.com/2009/11/30/serious-money-fortunes-25-leaders-among-leaders/http://www.bloggingstocks.com/2009/11/30/serious-money-fortunes-25-leaders-among-leaders/http://www.bloggingstocks.com/2009/11/30/serious-money-fortunes-25-leaders-among-leaders/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , ,

The recent issue of Fortune magazine discusses how the best of the best train, guide and nurture top managers to become the leaders that will propel their corporations successfully forward. They list the top 25 companies, which I have used as the basis of a new review to see how they would fair against common metric screens.

In the past few months, many articles have posited that large-cap stocks should excel in the coming year based on their lagging the market behind smaller, more volatile stocks flying out of the March lows. I do not believe this is universally true. Plenty of large-cap stocks did well, such as Anadarko Petroleum (APC), Apple (AAPL) and Google (GOOG), while many small caps went nowhere. Even among the large caps included in Fortune's "Leadership 25," some have doubled.

Continue reading Serious Money: Fortune's 25 leaders among leaders

Serious Money: Fortune's 25 leaders among leaders originally appeared on BloggingStocks on Mon, 30 Nov 2009 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>3mAAPLamerican-expressanadarko petroleumAPCAppleaxpchina mobileCHLCLcolgate-palmoliveDEDeereEli LillyexxonmobilFDXfeaturedfederal expressFedExGEgeneral electricgeneral millsGISGOOGGoogleIBMIBNiciciINTCIntelJNJjohnsonandjohnsonjpmjpmorganchaseLillyLLYLMTlockheed martinMCDmcdonaldsMMMPEPpepsicoPGprocter and gambleraytheonRTNserious moneySeriousMoneysheldon liberSheldonLiberULunileverXOMMon, 30 Nov 2009 13:00:00 EST<![CDATA[Lilly's stock meanders, but remains a Buy ]]>http://www.bloggingstocks.com/2009/10/01/lilly-s-stock-meanders-but-remains-a-buy/http://www.bloggingstocks.com/2009/10/01/lilly-s-stock-meanders-but-remains-a-buy/http://www.bloggingstocks.com/2009/10/01/lilly-s-stock-meanders-but-remains-a-buy/#commentsFiled under: ,

Eli Lilly & Co. (NYSE: LLY) stock has unexpectedly meandered since the June 8, 2009 Buy recommendation at a price of $34.10, but the aforementioned probably represents selected investor jitters about the likely, federal health care reform legislation.

Ignore those jitters. The major components of health care reform have not been determined as of September 30, 2009, but the pharma calculation remains the same as it was in June. The legislation will be net-positive for major pharmaceutical companies, under the thesis that there will be 30-45 million more U.S. residents regularly - as opposed to sporadically - accessing health care services over the next decade, not including population growth.

Continue reading Lilly's stock meanders, but remains a Buy

Lilly's stock meanders, but remains a Buy originally appeared on BloggingStocks on Thu, 01 Oct 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>llyThu, 01 Oct 2009 16:40:00 EST