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[Dow Chemical, Rohm & Haas make nice in a $15 billion deal]]>http://www.bloggingstocks.com/2009/03/10/dow-chemical-rohm-and-haas-make-nice-in-a-15-billion-deal/http://www.bloggingstocks.com/2009/03/10/dow-chemical-rohm-and-haas-make-nice-in-a-15-billion-deal/http://www.bloggingstocks.com/2009/03/10/dow-chemical-rohm-and-haas-make-nice-in-a-15-billion-deal/#commentsFiled under: ,

With litigation, it seems that the winners are usually the attorneys. Perhaps this is one of the key reasons that Dow Chemical (NYSE: DOW) and Rohm and Haas Co (NYSE: ROH) agreed to come back to the table and find a way to strike a merger. If not, both parties were on a destructive path to an unpredictable trial.

Interestingly enough, the new terms of the deal reinstate the $78 purchase price, but, of course, there are some wrinkles. The Haas Family Trust and Paulson & Co. will get as much as $3 billion preferred stock in Dow. This will be a much-needed infusion of capital.

Continue reading Dow Chemical, Rohm & Haas make nice in a $15 billion deal

Dow Chemical, Rohm & Haas make nice in a $15 billion deal originally appeared on BloggingStocks on Tue, 10 Mar 2009 07:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>dowinthenewsMAmergersmergers and acquisitionsMergersAndAcquisitionsrohTue, 10 Mar 2009 07:00:00 EST<![CDATA[Dow Chemical's botched M&A experiment]]>http://www.bloggingstocks.com/2009/01/27/dow-chemicals-botched-manda-experiment/http://www.bloggingstocks.com/2009/01/27/dow-chemicals-botched-manda-experiment/http://www.bloggingstocks.com/2009/01/27/dow-chemicals-botched-manda-experiment/#commentsFiled under: , ,

Back in July, Dow Chemical Co. (NYSE: DOW) agreed to pay $15.4 billion for Rohm & Haas Co. (NYSE: ROH), a top specialty chemicals operator. At the time, it looked like a sign that confidence was coming back into the system.

But, of course, the smart money was proved wrong - once again -- as the deal fell apart. So, this week Rohm & Haas has filed a suit against Dow to force the deal to happen. You see, the deal was supposed to close Monday.

The legal action rattled investors: On Monday, Dow's stock fell 7.61% to $13.24 and Rohm & Haas' stock was down 13.25% to $57.10.

Continue reading Dow Chemical's botched M&A experiment

Dow Chemical's botched M&A experiment originally appeared on BloggingStocks on Tue, 27 Jan 2009 11:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>dowinthenewsMergersrohrohm and haasRohmAndHaasTue, 27 Jan 2009 11:10:00 EST<![CDATA[Dow Chemical (DOW) getting sued, watch out below]]>http://www.bloggingstocks.com/2009/01/27/dow-chemical-dow-getting-sued-watch-out-below/http://www.bloggingstocks.com/2009/01/27/dow-chemical-dow-getting-sued-watch-out-below/http://www.bloggingstocks.com/2009/01/27/dow-chemical-dow-getting-sued-watch-out-below/#commentsFiled under: , ,

At just over $13, Dow Chemical (NYSE:DOW) is already trading near its 52-week low. The shares may go lower. Rohm & Haas (NYSE:ROH), which is being bought by Dow, is suing to get the deal finished.

According to Dow Jones, "Dow confirmed that it doesn't intend to close the merger by a Tuesday deadline, with Chief Executive Andrew Liveris calling the deal 'untenable at this time' in a prepared statement. "

Dow is in a pinch. A joint venture with Kuwait, which should have brought in billions of dollars, was canceled. And, banks are not likely to lend money for most M&A deals. Private equity firms have shut off almost all of their investment activity.

Continue reading Dow Chemical (DOW) getting sued, watch out below

Dow Chemical (DOW) getting sued, watch out below originally appeared on BloggingStocks on Tue, 27 Jan 2009 08:15:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>DoWinthenewsprivate equityPrivateEquityROHTue, 27 Jan 2009 08:15:00 EST<![CDATA[Stocks in the news: AA, BAC, SAY, MON, DOW, ROH, AAPL, INTC ...]]>http://www.bloggingstocks.com/2009/01/07/stocks-in-the-news-aa-bac-say-mon-stz-bbby-dow-roh-aapl/http://www.bloggingstocks.com/2009/01/07/stocks-in-the-news-aa-bac-say-mon-stz-bbby-dow-roh-aapl/http://www.bloggingstocks.com/2009/01/07/stocks-in-the-news-aa-bac-say-mon-stz-bbby-dow-roh-aapl/#commentsFiled under: , , , , , , , , , , ,

Alcoa, Inc. (NYSE: AA), the aluminum maker giant and a Dow component, said late Tuesday it will cut 13,500 jobs, or 13% of its global workforce, as well as reduce aluminum production by an additional 135,000 metric tons per year, lowering output by 18% annually. Alcoa has been hit by the auto industry slowdown among other things and this is designed as cost-saving move to offset the declining demand. AA shares traded over 5% in premarket action at 7:30 am. AA shares traded 8% lower about an hour after open.

Bank of America Corp. (NYSE: BAC) sold part of its stake in China Construction Bank Ltd., China's second-biggest commercial lender, for $2.8 billion. BAC reduced its stake form 19.1% to 16.6%. Despite the $15 billion bailout money it received from the government, it seems BAC needs more money to cope with the worst financial crisis for banks since the 1930s. BAC shares were over 1% lower in premarket tade at 7:38 am. BAC shares were 2.5% lower around 10:20 am.

Satyam Computer Sciences (NYSE: SAY) shares crashed 84.5% in premarket trading at 7:45 am after the software firm announced it had falsified accounts and assets for years and inflated cash and bank balances by more than $1 billion, leading the group's founder and chairman to quit. Credit Suisse said it was suspending its coverage of Satyam.

Continue reading Stocks in the news: AA, BAC, SAY, MON, DOW, ROH, AAPL, INTC ...

Stocks in the news: AA, BAC, SAY, MON, DOW, ROH, AAPL, INTC ... originally appeared on BloggingStocks on Wed, 07 Jan 2009 08:21:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaaaplbacbbbydowintcinthenewsmonrohsaystztwxWed, 07 Jan 2009 08:21:00 EST<![CDATA[Does 20% haircut make Dow Chemical attractive?]]>http://www.bloggingstocks.com/2008/12/30/does-20-haircut-make-dow-chemical-attractive/http://www.bloggingstocks.com/2008/12/30/does-20-haircut-make-dow-chemical-attractive/http://www.bloggingstocks.com/2008/12/30/does-20-haircut-make-dow-chemical-attractive/#commentsFiled under: , , , ,

I recently put together a report of stocks to avoid in 2009. In compiling the list, I used general themes that I thought would struggle during the coming year. At the top of the list were chemical companies.

Though not on the list of specific stocks to avoid, I certainly did consider calling out Dow Chemical (NYSE: DOW) as a stock to avoid in the coming year. That would have been insightful, as shares of DOW lost nearly 20% of their value due to the termination of a joint venture project in Kuwait

The proposed K-Dow Petrochemicals was formed to help Dow reduce exposure to the highly cyclical petrochemical plastics business. More importantly, the $17.4 billion venture was slated to provide Dow some much needed cash, including $7 billion up front.

That cash was going to be needed in Dow's yet-to-be-closed acquisition of Rohm and Haas Company (NYSE: ROH). That deal is currently valued at just over $15 billion and would have been much easier to swallow with the K-Dow deal intact.

Now, legitimate questions are being raised as to whether the Rohm and Haas deal will close. Dow is claiming, and had previously claimed, that it did not need the Kuwait deal to fund the acquisition.

Continue reading Does 20% haircut make Dow Chemical attractive?

Does 20% haircut make Dow Chemical attractive? originally appeared on BloggingStocks on Tue, 30 Dec 2008 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chemical stockschemicalsChemicalStocksdlugoschfeaturedkuwaitrohRohm and HaasRohmAndHaasTue, 30 Dec 2008 18:00:00 EST<![CDATA[Stocks in the news: GM, DOW, ROH, F, NFS, FRE]]>http://www.bloggingstocks.com/2008/12/30/stocks-in-the-news-gm-dow-roh-f-nfs-fre/http://www.bloggingstocks.com/2008/12/30/stocks-in-the-news-gm-dow-roh-f-nfs-fre/http://www.bloggingstocks.com/2008/12/30/stocks-in-the-news-gm-dow-roh-f-nfs-fre/#commentsFiled under: , , ,

General Motors Corp. (NYSE: GM) shares traded 11% higher in premarket action (7:23 am) after the government said Monday it will provide GMAC Financial Services LLC, GM's ailing financing arm, $5 billion from the $700 billion TARP fund. The Treasury also said it will lend up to $1 billion to GM so it can help GMAC raise more capital.

Dow Chemical Co. (NYSE: DOW) over the weekend got news that Kuwait will no longer pursue a $17.4 billion joint venture with the company. Following the news, Moody's Investors Service and Standard & Poor's downgraded their credit ratings on DOW. Still, after tanking over 17% Monday, DOW shares traded 3.3% higher in premarket (7:38 am).

Rohm & Haas Co. (NYSE: ROH), which was purchased by DOW and has $13 billion of debt on its books, may also be downgraded following the DOW news. The venture money was going to help pay the debt once DOW took over ROH early next year. DOW could be scrambling to keep the takeover of ROH alive. ROH shares gave back over 16% Monday, and traded 3% higher in early premarket action.

Continue reading Stocks in the news: GM, DOW, ROH, F, NFS, FRE

Stocks in the news: GM, DOW, ROH, F, NFS, FRE originally appeared on BloggingStocks on Tue, 30 Dec 2008 08:15:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>dowffregminthenewsnfsrohTue, 30 Dec 2008 08:15:00 EST<![CDATA[Options Update: Rohm and Haas volatility elevated at 146 into canceled financing]]>http://www.bloggingstocks.com/2008/12/29/options-update-rohm-and-haas-volatility-elevated-at-146-into-ca/http://www.bloggingstocks.com/2008/12/29/options-update-rohm-and-haas-volatility-elevated-at-146-into-ca/http://www.bloggingstocks.com/2008/12/29/options-update-rohm-and-haas-volatility-elevated-at-146-into-ca/#commentsFiled under: ,

Rohm and Haas (NYSE-ROH) is recently trading at $48.66 in pre-open trading, below its close of $63.56. ROH, the acquisition target of Dow Chemical (NYSE-DOW), lost access to $9 billion of Kuwait financing. January option implied volatility of 146 is above its 26-week average of 29, according to Track Data, suggesting larger price movement.

DOW is recently trading at $18.00 in pre-open trading, below its close of $18.92. Smith Barney says, "DOW should be looking to protect its shareholders by cutting the ROH deal at a lower price or walking away from the deal by paying a break up fee." DOW January option implied volatility of 59 is above its 26-week average of 49, according to Track Data, suggesting larger price movement.


Volatility Index S&P 500 Options-VIX at 43.38; 10-day moving average is 48.26.


Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com

Options Update: Rohm and Haas volatility elevated at 146 into canceled financing originally appeared on BloggingStocks on Mon, 29 Dec 2008 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>DOWinthenewsoption implied volatilityOptionImpliedVolatilityROHVolatility Index SP 500 OptionsVolatilityIndexSp500OptionsMon, 29 Dec 2008 11:30:00 EST<![CDATA[Before the Bell: Stocks up as violence rages in Middle East, GMAC looks for financing]]>http://www.bloggingstocks.com/2008/12/29/before-the-bell-stocks-advance-amidst-troubling-data/http://www.bloggingstocks.com/2008/12/29/before-the-bell-stocks-advance-amidst-troubling-data/http://www.bloggingstocks.com/2008/12/29/before-the-bell-stocks-advance-amidst-troubling-data/#commentsFiled under: , , ,

U.S. stock market futures gained at the start of the last trading week of the year. The rally may be short-lived given that many traders have taken the week between Christmas and New Year's off. Stock markets in Europe and Asia advanced as well.

Oil prices are rising amidst growing worries about the clash between Israel and Hamas in the Gaza Strip. In early trading today, oil topped $40 as the death toll in the clash reached 300. Whether the conflict will boost prices at the pump remains to be seen. Members of OPEC are expected to cut production further to boost prices, which are down more than 70 percent since July. Prices may fall further as the economic slowdown further erodes demand.

Meanwhile, faith in the global economy was further undermined by the decision Sunday of Kuwait's government to cancel a $17.4 billion joint venture with Dow Chemical Co. (NYSE: DOW). Shares of the Michigan-based company and Rohm & Haas Co. (NYSE: ROH), which Dow agreed to buy earlier this year for $15.4 billion, fell in pre-market action.

GMAC has given no word about whether bondholders approved a debt exchange program that would give the financing arm of General Motors Co. (NYSE: GM) with access to the $700 billion financial bailout program for financial institutions.

Continue reading Before the Bell: Stocks up as violence rages in Middle East, GMAC looks for financing

Before the Bell: Stocks up as violence rages in Middle East, GMAC looks for financing originally appeared on BloggingStocks on Mon, 29 Dec 2008 08:03:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>before the bellBeforeTheBellDJIADOWECONOMYGMGMAChamasisraelKuwaitNASDAQNYSEROHMon, 29 Dec 2008 08:03:00 EST<![CDATA[The resilience of strategic deals]]>http://www.bloggingstocks.com/2008/07/14/the-resilience-of-trategic-deals/http://www.bloggingstocks.com/2008/07/14/the-resilience-of-trategic-deals/http://www.bloggingstocks.com/2008/07/14/the-resilience-of-trategic-deals/#commentsFiled under: , , , ,

The credit crunch is not going away, and as a result, there has been a sharp fall-off in leveraged buyouts (LBOs). Basically, only relatively small LBOs -- between $1 billion to $2 billion -- are getting done.

But there is a bright spot: strategic acquisitions. If anything, we are seeing a variety of mega deals in this category. A survey from Dealogic shows that - as of June 25 - there were $597 billion in strategic M&A transactions, only 2% down from last year's total.

Some of the notable deals include: InBev's $49.9 billion play for Anheuser-Busch Cos. (NYSE: BUD), Mars' $23 billion deal for Wm. Wrigley Jr. Co. (NYSE: WWY) and Dow Chemical Co's (NYSE: DOW) $18.8 billion cash purchase of Rohm & Haas Co. (NYSE: ROH). The last two have involved financing from Warren Buffett's Berkshire Hathaway (NYSE: BRK.A).

Why the resilience with strategic deals? Well, there are several key reasons.

Continue reading The resilience of strategic deals

The resilience of strategic deals originally appeared on BloggingStocks on Mon, 14 Jul 2008 14:06:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>brk.abuddowinthenewsrohStrategic MAStrategicMawwyMon, 14 Jul 2008 14:06:00 EST<![CDATA[Before the bell: Futures lower on oil, Fannie and Freddie; GE meets]]>http://www.bloggingstocks.com/2008/07/11/before-the-bell-futures-lower-on-oil-fannie-and-freddie-ge-me/http://www.bloggingstocks.com/2008/07/11/before-the-bell-futures-lower-on-oil-fannie-and-freddie-ge-me/http://www.bloggingstocks.com/2008/07/11/before-the-bell-futures-lower-on-oil-fannie-and-freddie-ge-me/#commentsFiled under: , , , , , , , , , ,

U.S. stock futures were lower Friday morning after General Electric (NYSE: GE) reported its flat quarterly profits and as concerns remain over the problems at government sponsored mortgage companies Fannie Mae (NYSE: FNM) and Freddie Mac (NYSE: FRE). Some economic data is also on tap, but barring any breaking announcements, it seems stocks will drop at the start of trading, especially if oil continues its way up.

On Thursday, U.S. stocks managed to post gains. What might have given a big push to stocks, a large multi-billion takeover of Rohm and Haas by Dow Chemical, was offset somewhat by concerns over the solvency of Fannie Mae and Freddie Mac and another surge in oil prices. The Dow industrials ended 81 points higher, or 0.73%, the S&P 500 rose 8 points, or 0.7%, and the Nasdaq Composite added 22 points, or 1.03%.

Oil concerns may very well continue today as crude oil rose for a third day, to within $1 of a record, on supply concerns rising from a possible strike on Brazil oil platforms coupled with further unrest in the Middle East and Nigeria. Oil already soared $5.60 Thursday, or 4.1%, to settle at $141.65 a barrel. Today, crude oil for August delivery rose as much as $3.45, or 2.4%, to $145.10 a barrel on the New York Mercantile Exchange

On the economic front, May trade balance is due out at 8:30 a.m. EDT. At the same time, import and export prices in June will be released.
The University of Michigan also is due to release at 10:00 a.m. a preliminary reading on consumer sentiment in July.

Continue reading Before the bell: Futures lower on oil, Fannie and Freddie; GE meets

Before the bell: Futures lower on oil, Fannie and Freddie; GE meets originally appeared on BloggingStocks on Fri, 11 Jul 2008 07:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>cdowfeaturedfnmfregerohFri, 11 Jul 2008 07:40:00 EST<![CDATA[Cramer on BloggingStocks: Dow Chemical shakes things up]]>http://www.bloggingstocks.com/2008/07/10/cramer-on-bloggingstocks-dow-chemical-shakes-things-up/http://www.bloggingstocks.com/2008/07/10/cramer-on-bloggingstocks-dow-chemical-shakes-things-up/http://www.bloggingstocks.com/2008/07/10/cramer-on-bloggingstocks-dow-chemical-shakes-things-up/#commentsFiled under: , , , ,

TheStreet.com's Jim Cramer says its stunning buy of Rohm & Haas will get people thinking about an energy top.

Just when you thought it was safe to short anything, particularly anything with any commodity exposure, Dow Chemical (NYSE: DOW) (Cramer's Take) comes along and inexplicably pays a gigantic amount of money, $78 in cash, for Rohm & Haas (NYSE: ROH) (Cramer's Take)? My first thought was that it must be a joke. That is inconceivable. A hoax. Something perpetrated by frustrated longs to spook the shorts.

I mean, a chemical company? Two chemical companies? Ground Zero for slowing economic activity and raw costs? People unsure if Dow could even pay its nearly 5% yield? I mean, even last night on my show, I made fun of the idea that people are confusing Becton Dickinson (NYSE: BDX) (Cramer's Take), a medical supply company, with a chemical company because it uses resin.

Amazing.

Continue reading Cramer on BloggingStocks: Dow Chemical shakes things up

Cramer on BloggingStocks: Dow Chemical shakes things up originally appeared on BloggingStocks on Thu, 10 Jul 2008 08:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bdxbecton dickensonBectonDickensondowdow chemicalDowChemicalenergyfeaturedjim cramerJimCramerrohrohm and haasRohmAndHaaswarren buffettWarrenBuffettwrigleywwyThu, 10 Jul 2008 08:30:00 EST<![CDATA[Pre-market movers (ROH) (DOW)]]>http://www.bloggingstocks.com/2008/07/10/pre-market-movers-roh-dow/http://www.bloggingstocks.com/2008/07/10/pre-market-movers-roh-dow/http://www.bloggingstocks.com/2008/07/10/pre-market-movers-roh-dow/#commentsFiled under: ,

Rolm and Hass (NYSE:ROH) is up 70% on a buy-out bid from Dow Chemical (NYSE:DOW)

Ruby Tuesday (NYSE:RT) is trading higher by almost 20% on news that its earnings were better than expected.

Huntsman (NYSE:HUN) is up over 15% on news that a Delaware court will expedite hearing a case over a broken buy-out of the company.

Dow Chemical is down 8% on news of its planned buy-out of ROH.

Zumiez (NASDAQ:ZUMZ) is off about 8% on weak same-store sales.

Stocks may trade differently in the pre-market than in the regulare session.

Douglas A. McIntyre is an editor at 247wallst.com.

Pre-market movers (ROH) (DOW) originally appeared on BloggingStocks on Thu, 10 Jul 2008 08:01:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>DOWHUNROHRTZUMZThu, 10 Jul 2008 08:01:00 EST<![CDATA[Option Update: Dow Chemical volatility elevated into purchase of ROH]]>http://www.bloggingstocks.com/2008/07/10/option-update-dow-chemical-volatility-elevated-into-purchase-of/http://www.bloggingstocks.com/2008/07/10/option-update-dow-chemical-volatility-elevated-into-purchase-of/http://www.bloggingstocks.com/2008/07/10/option-update-dow-chemical-volatility-elevated-into-purchase-of/#commentsFiled under: ,

Dow Chemical (NYSE: DOW) announced it will acquire Rohm and Haas (NYSE: ROH) for $78 per share.

DOW July option implied volatility is at 34; August at 41; above its 26-week of 30 according to Track Data, suggesting larger price movement.

ROH July and August option implied volatility of 38 was above its 26-week of 30 according to Track Data, suggesting larger price movement.

Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com

Option Update: Dow Chemical volatility elevated into purchase of ROH originally appeared on BloggingStocks on Thu, 10 Jul 2008 07:58:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>dowdow chemicalDowChemicaloption implied volatilityOptionImpliedVolatilityrohRohm and HaasRohmAndHaasThu, 10 Jul 2008 07:58:00 EST<![CDATA[Before the bell: Futures higher after Dow deal, ahead of retail sales]]>http://www.bloggingstocks.com/2008/07/10/before-the-bell-futures-higher-after-dow-deal-ahead-of-retail/http://www.bloggingstocks.com/2008/07/10/before-the-bell-futures-higher-after-dow-deal-ahead-of-retail/http://www.bloggingstocks.com/2008/07/10/before-the-bell-futures-higher-after-dow-deal-ahead-of-retail/#commentsFiled under: , , , , , , , , , ,

Stock futures were mixed early Thursday morning, ahead of retailers reporting their June sales and testimony from Federal Reserve Chairman Ben Bernanke. Although June retail sales may benefit from the government checks and the warmer weather, it may not be enough to give stocks the lift they need as investors all but anticipated a possibly good month for retailers. Update, following Dow Chemical announced deal, futures have turned much higher.

On Wednesday, stocks tanked, retreating further in to bear market territory as concerns over financials increased. Specifically, the solvency of mortgage companies Fannie Mae (NYSE: FNM) and Freddie Mac (NYSE: FRE). Worries about techs and Cisco Systems (NASDAQ: CSCO) in particular also weighed on the market. The Dow industrials dropped 236 points, or 2.08%, the S&P 500 lost 29 points, or 2.28%, and the Nasdaq Composite fell 59 points, 2.60%.

On the economic front, weekly jobless claims data will be released at 8:30 a.m. EDT. No recovery is expected in the labor market yet and the data will likely show increased claims.
Also, throughout the day, chain-stores will report June retail sales. Overall, June sales are expected to rise 2.4%, according to research firm Retail Metrics. That's a better rate than the 1.6% gain the companies registered for the first five months of this year, but lower than the average monthly gain of 2.6% last year and an average gain of 3.7% in 2006. A big chunk of this increase, though, is attributed to Wal-Mart Stores Inc. (NYSE: WMT).

Already warehouse club operator Costco Wholesale Corp. (NASDAQ: COST) said same-store sales, including gasoline sales, grew 9% in June. That beat estimates of an 8.5% increase.

Continue reading Before the bell: Futures higher after Dow deal, ahead of retail sales

Before the bell: Futures higher after Dow deal, ahead of retail sales originally appeared on BloggingStocks on Thu, 10 Jul 2008 07:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>costcscodowfnmfrerohwmtThu, 10 Jul 2008 07:45:00 EST<![CDATA[The Timely Ten: Best stocks for quality and yield]]>http://www.bloggingstocks.com/2008/04/11/the-timely-ten-best-stocks-for-quality-and-yield/http://www.bloggingstocks.com/2008/04/11/the-timely-ten-best-stocks-for-quality-and-yield/http://www.bloggingstocks.com/2008/04/11/the-timely-ten-best-stocks-for-quality-and-yield/#commentsFiled under: , , , , , ,

Investment Quality Trends -- one of the most respected newsletters in the advisory field -- uses a proprietary strategy that assesses historic level of stock price to yield; it's goal is to buy those stocks offering the best potential for downside protection and upside appreciation.

Here, editor Kelley Wright explains his methodology and highlights his current "Timely Ten" stocks that best match his time-tested criteria.

"Investors who wished to hold every stock in that we currently rank in the 'Undervalued and Rising Trend' categories, would need to hold one hundred twenty six stocks as of March; clearly too many positions to be practical.

"Our Timely Ten, therefore, is our reasoned expectation based on our methodology and experience for what we believe will perform best over the next five years.

"Do we believe that all 10 will go up simultaneously or immediately? Of course not. Our four decades of research and experience, however, leads us to believe that these stocks, purchased at current Undervalued levels, are well positioned for appreciation.

Continue reading The Timely Ten: Best stocks for quality and yield

The Timely Ten: Best stocks for quality and yield originally appeared on BloggingStocks on Fri, 11 Apr 2008 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bacbank of americaBankOfAmericadividend stocksDividendStocksgegeneral electricGeneralElectricincome stocksIncomeStocksinvestment quality trendsInvestmentQualityTrendsiq trendsjack henryJackHenryjkhyjnjjohnson johnsonJohnsonJohnsonkelley wrightKelleyWrightkimberley clarkKimberleyClarkkmbmcdmcdonaldspeppepsicoquality stocksrohrohm haasRohmHaassteven halpernStevenHalpernthestockadvisors.comwal-mart storesWal-martStoreswells fargoWellsFargowfcwmtFri, 11 Apr 2008 10:00:00 EST<![CDATA[Option update 7-24-07: Accredited Home Lenders volatility Spikes as it collapses 15%]]>http://www.bloggingstocks.com/2007/07/24/option-update-7-24-07-accredited-home-lenders-volatility-spike/http://www.bloggingstocks.com/2007/07/24/option-update-7-24-07-accredited-home-lenders-volatility-spike/http://www.bloggingstocks.com/2007/07/24/option-update-7-24-07-accredited-home-lenders-volatility-spike/#commentsFiled under:

Accredited Home Lenders (NYSE:LEND) volatility Spikes as LEND collapses 15%. LEND, a mortgage company originating, financing, securitizing, servicing and selling non-prime mortgages, is recently down $1.95 to $10.97. LEND August option implied volatility of 155 is above its 26-week average of 78 according to Track Data, suggesting larger price risks.

Rohm and Haas (NYSE:ROH) volatility stays elevated after reporting 2Q earnings of $161M. ROH operates five business segments: powder coatings, salt, electronic materials, performance materials and specialty materials that generated sales of $2.19 billion in the second quarter. ROH is recently up $.40 to $60.74. Goldman Sachs CO says "ROH continues to prove the benefit of its portfolio and geographic diversification as strength in Asia and Europe offset the weakness in the US. ROH August option implied volatility of 30 is above its 26-week average of 22 according to Track Data, suggesting larger price risks.

Daily Update is provided by Stock Specialist Paul Foster of theflyonthewall.com.

Option update 7-24-07: Accredited Home Lenders volatility Spikes as it collapses 15% originally appeared on BloggingStocks on Tue, 24 Jul 2007 12:36:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Accredited Home LendersAccreditedHomeLendersAugust option implied volatilityAugustOptionImpliedVolatilityLENDoption implied volatilityOptionImpliedVolatilityROHRohm and HaasRohmAndHaasvolatility SpikesVolatilitySpikesTue, 24 Jul 2007 12:36:00 EST<![CDATA[Analyst upgrades 6-29-07: RIMM's quad upgrade]]>http://www.bloggingstocks.com/2007/06/29/analyst-upgrades-6-29-07-rimm-komg-and-wdc/http://www.bloggingstocks.com/2007/06/29/analyst-upgrades-6-29-07-rimm-komg-and-wdc/http://www.bloggingstocks.com/2007/06/29/analyst-upgrades-6-29-07-rimm-komg-and-wdc/#commentsFiled under: ,

MOST NOTEWORTHY: Research in Motion Limited (NASDAQ: RIMM), Komag Incorporated (NASDAQ: KOMG) and Western Digital Corporation (NYSE: WDC) were today's noteworthy upgrades:
  • Research in Motion was upgraded to Outperform from Market Perform at Morgan Keegan. RBC Capital upgraded shares to Top Pick as they see continued upside from product momentum. Banc of America upgraded to Buy from Neutral following the company's Q1 results and announced stock split. JMP Securities upgraded to Market Outperform from Market Perform, saying confidence in demand and recent checks indicate very strong backlog and forecasts.
  • Komag was upgraded to Neutral from Underweight at JP Morgan following the buyout offer from Western Digital.
  • Western Digital was upgraded to Strong Buy from Buy at Needham, as the firm believes Western Digital's acquisition of Komag is a strategic positive and that accretion will likely be significantly better than guidance.
OTHER UPGRADES:
  • Deutsche Bank upgraded shares of Rohm and Haas Company (NYSE: ROH) to Buy from Neutral.
  • Robbins & Meyers Inc (NYSE: RBN) was upgraded to Neutral from Underperform at Robert W Baird & Co.
  • Heelys Inc (NASDAQ: HLYS) was upgraded to Sector Outperformer from Sector Performer at CIBC World Markets.
  • BMO Capital upgraded the educator sector to Market Perform from Underperform, and Apollo Group Inc (NASDAQ: APOL) to Outperform from Market Perform.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Analyst upgrades 6-29-07: RIMM's quad upgrade originally appeared on BloggingStocks on Fri, 29 Jun 2007 09:55:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystapolapolloheelyshlyskomagkomgrbnresearch in motionResearchInMotionrimmrobbinsrohrohm and haasRohmAndHaasupgradewdcwestern digitalWesternDigitalFri, 29 Jun 2007 09:55:00 EST