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[Analyst downgrades 4-19-07: BBI, BP, CPWR, DPZ and NFLX downgraded today]]>http://www.bloggingstocks.com/2007/04/19/analyst-downgrades-4-19-07-bbi-bp-cpwr-dpz-and-nflx-downgrad/http://www.bloggingstocks.com/2007/04/19/analyst-downgrades-4-19-07-bbi-bp-cpwr-dpz-and-nflx-downgrad/http://www.bloggingstocks.com/2007/04/19/analyst-downgrades-4-19-07-bbi-bp-cpwr-dpz-and-nflx-downgrad/#commentsFiled under: , , , , , , ,

MOST NOTEWORTHY: Netflix, Inc (NFLX), Blockbuster Inc (BBI), The Mosaic Company (MOS) and Domino's Pizza, Inc (DPZ) were some of today's noteworthy downgrades:
  • First Albany cut Netflix Inc (NASDAQ: NFLX) to Neutral from Buy to reflect weak industry subscriber additions.
  • Citigroup cut The Mosaic Company (NYSE: MOS) to Sell from Hold on expectations for a sharp DAP price decline and valuation.
  • Domino's Pizza Inc (NYSE: DPZ) was downgraded to Peer Perform from Outperform at Bear Stearns, citing valuation.
OTHER DOWNGRADES:
  • Merrill Lynch downgrade BP Plc (NYSE: BP) to Neutral from Buy on valuation.
  • Pacific Crest downgraded Linear Technology Corp (NASDAQ: LLTC) to Sector Perform from Outperform based on secular headwinds and an increase in DOI to 82 days.
  • Piper Jaffray downgraded Compuware Corp (NASDAQ: CPWR) to Market Perform from Outperform following the disappointing Q4 guidance.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Analyst downgrades 4-19-07: BBI, BP, CPWR, DPZ and NFLX downgraded today originally appeared on BloggingStocks on Thu, 19 Apr 2007 11:36:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystbbiblockbusterbpcompuwarecpwrdomino'sdowngradedpzkomagkomglinearlltcmosmosaicnetflixnflxratingsmith microSmithMicrosmsitheflyonthewall.comtnptsakosThu, 19 Apr 2007 11:36:00 EST<![CDATA[Barron's interview: Portfolio manager of Al Frank Fund]]>http://www.bloggingstocks.com/2007/04/09/barrons-interview-portfolio-manager-of-al-frank-fund/http://www.bloggingstocks.com/2007/04/09/barrons-interview-portfolio-manager-of-al-frank-fund/http://www.bloggingstocks.com/2007/04/09/barrons-interview-portfolio-manager-of-al-frank-fund/#commentsFiled under: , ,

Barron's interview this weekend was with John Buckingham [subscription], portfolio manager with the Al Frank Fund and a long-time believer in investing in low-priced, out-of-favor stocks.

Two stocks to focus on from the interview are Rowan Companies Inc (NYSE: RDC) and Tsakos Energy Navigation Limited (NYSE: TNP). Many energy stocks have consolidated during the past year and rallied nicely since the beginning of 2007. The big issues with small- to mid-cap energy stocks in the energy sector are that they have been printing money and are under-leveraged. Many top energy company executives entered the business in the boom period of the late seventies, only to see their businesses completely collapse for some 20 years. The industry really did not begin an upswing until the early part of this decade.

This fear derived from 20 tough years has led to very conservative balance sheet management. However, this could possibly begin to change. With enormous cash flows and oil and natural gas prices meaningfully above the cost to get out of ground, these companies can lock in a lot of profit by signing long-term contracts. This could provide some of these companies the opportunity to issue some big dividends or be acquired by private equity. Rowan and Tsakos are two companies that fall into this camp.

Barron's interview: Portfolio manager of Al Frank Fund originally appeared on BloggingStocks on Mon, 09 Apr 2007 13:16:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>al frank fundAlFrankFundbarron'sbarronsinterviewjohn buckinghamJohnBuckinghamprivate equityPrivateEquityrdcrowan companiesRowanCompaniestnptsakosMon, 09 Apr 2007 13:16:00 EST