BloggingStocks

Analyst Calls: ACN, AMAT, AZN, BBT, CBS, GPN, IP, ORCL, PKG, SONC, V ...

Eric Buscemi — Fri, 17 Dec 2010 11:30:00 EST

Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Applied Materials (AMAT), BB and T (BBT), CBS Corp 'B' (CBS), Oracle Corp (ORCL), Analyst Initiations, Visa Inc. (V)

Analyst Upgrades

Oracle (ORCL) to outperform from perform at Oppenheimer.
Accenture (ACN) to buy from hold at Jefferies.
Advanced Energy (AEIS) and Applied Materials (AMAT) to overweight from equal weight at Barclays.
Spreadtrum (SPRD) to buy from hold at Auriga.
Healthcare Realty Trust (HR) and Tortoise Energy Capital (TYY) to outperform from neutral at RW Baird.
Global Payments (GPN) to equal weight from underweight at Morgan Stanley.
CBS (CBS) to buy from neutral at BofA/Merrill.
Sonic (SONC) to outperform from neutral at Cowen.

Continue reading Analyst Calls: ACN, AMAT, AZN, BBT, CBS, GPN, IP, ORCL, PKG, SONC, V ...

Analyst Calls: ACN, AMAT, AZN, BBT, CBS, GPN, IP, ORCL, PKG, SONC, V ... originally appeared on BloggingStocks on Fri, 17 Dec 2010 11:30:00 EST. Please see our terms for use of feeds.

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Cold Weather Stock #3: VF Corp. (VFC)

Jim Woods — Sun, 24 Jan 2010 09:00:00 EST

Filed under: Stocks to Buy

Eventually, you have to venture outside no matter how cold it is. To stay warm, you'll need to bundle up, and what better brand to bundle up with than the North Face?

This leading cold-weather gear brand is made by VF Corp. (VFC), which also makes well-known clothing brands like Wrangler jeans, Vans shoes and JanSport luggage. The stock's been on a tear of late, climbing 33% over the past six months.

Continue reading Cold Weather Stock #3: VF Corp. (VFC)

Cold Weather Stock #3: VF Corp. (VFC) originally appeared on BloggingStocks on Sun, 24 Jan 2010 09:00:00 EST. Please see our terms for use of feeds.

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Hot Profits from Five Cold-Weather Stocks

Jim Woods — Sat, 23 Jan 2010 09:00:00 EST

Filed under: Netflix, Inc. (NFLX), ETF Investing, Stocks to Buy

If you live practically anywhere east of the San Andreas Fault, you know about the deep freeze biting the nation. Temperatures in many areas of the country have been way below normal this winter, especially in the Midwest and East Coast, and unfortunately, many meteorologists think the 2010 cold front will bring plenty of chilly nights before it makes its welcome departure.

According to the 2010 Farmers' Almanac, this winter will likely see many more days with below-normal average temperatures. Not just in the Midwest and East Coast, but for about three-quarters of the nation. The fallout from these cold temps is a constriction of outdoor activity, more time indoors, increased use of heaters, and when you have to go outside, the need to bundle up.

Continue reading Hot Profits from Five Cold-Weather Stocks

Hot Profits from Five Cold-Weather Stocks originally appeared on BloggingStocks on Sat, 23 Jan 2010 09:00:00 EST. Please see our terms for use of feeds.

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Cramer on BloggingStocks: Believe it, there's money to be made

Jim Cramer — Wed, 27 May 2009 10:00:00 EST

Filed under: Google (GOOG), Apple Inc (AAPL), General Motors (GM), Market Matters, Citigroup Inc. (C), Research in Motion (RIMM), NIKE, Inc'B' (NKE), QUALCOMM Inc (QCOM), BHP Billiton Ltd ADR (BHP), Freep't McMoRan Copper (FCX), Wells Fargo (WFC), Cramer on BloggingStocks

From TheStreet.com Network

TheStreet.com's Jim Cramer says you may hear reasons why the rally shouldn't have occurred, but you can't deny it did happen.

On Tuesday I wanted to shoot myself, as always when I woke up and went online to see what was going on. Here's a partial list of the beautiful data points that were in my purview in the first hour of looking over the market:

1. A trenchant note from a major strategist at a bank I trust who is talking about why the market must be avoided because private-equity valuations are collapsing, so what's the point of owning equities.

Continue reading Cramer on BloggingStocks: Believe it, there's money to be made

Cramer on BloggingStocks: Believe it, there's money to be made originally appeared on BloggingStocks on Wed, 27 May 2009 10:00:00 EST. Please see our terms for use of feeds.

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VF Corp. (VFC): Dressed for success

Steven Halpern — Tue, 05 May 2009 13:30:00 EST

Filed under: Newsletters, Stocks to Buy

"Our confidence in this market is growing... albeit slowly; the fundamental blocks are already in place for a market bottom, and the technical blocks seem to be following," says Jim Stack, well known for having accurately forecast the market. housing and economic downturn.

In InvesTech Market Analyst, he suggests, "We are now stepping up our allocation. The newest addition to our Model Portfolio is VF Corp. (NYSE: VFC)."

"VF Corporation is the world's largest publicly held apparel manufacturer and distributor. It owns an incredibly diverse line of brands; including such well known names as Wrangler, Lee, North Face, Vans, and Nautica.

Continue reading VF Corp. (VFC): Dressed for success

VF Corp. (VFC): Dressed for success originally appeared on BloggingStocks on Tue, 05 May 2009 13:30:00 EST. Please see our terms for use of feeds.

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Cramer on BloggingStocks: Sideshow distractions

Jim Cramer — Fri, 01 May 2009 09:45:00 EST

Filed under: Market Matters, Caterpillar (CAT), JPMorgan Chase (JPM), Bank of America (BAC), Economic Data, Cramer on BloggingStocks, Recession, Financial Crisis

From TheStreet.com Network

TheStreet.com's Jim Cramer says the noise obscures the evidence that things are getting better.

Lotta sideshows out there.

The Chrysler sideshow held court Thursday, a total distraction magnified by President Barack Obama's finger-pointing. Given how small Chrysler is and how irrelevant it might ultimately be to the economy, it's a shame because there were so many good earnings reports that you might have missed by paying attention to Chrysler.

And, yes, I wish that the president had been more elegant in his finger-pointing about why Chrysler had to file. Most of the big banks were pro-Obama. Only some banks and hedge funds held out -- we now know them as the non-TARP banks -- and to them I ask, "What the heck were you thinking?" I think they, not Obama, are a bigger problem and I bet they make out far worse than they would have if they had just agreed with Obama's plan.

Continue reading Cramer on BloggingStocks: Sideshow distractions

Cramer on BloggingStocks: Sideshow distractions originally appeared on BloggingStocks on Fri, 01 May 2009 09:45:00 EST. Please see our terms for use of feeds.

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VF Corp. on the prowl for acquisitions

Zac Bissonnette — Mon, 30 Mar 2009 14:40:00 EST

Filed under: Competitive Strategy

While most retailers are trading at a tiny fraction of their previous highs, struggling to cut costs and stay in business, VF Corp. (NYSE: VFC) is actually expanding.

The Wall Street Journal reports (subscription required) that the company hopes to ad 70 new stores this year as part of an effort to reduce its dependence on department stores which offer low margins and uncertainty.

Continue reading VF Corp. on the prowl for acquisitions

VF Corp. on the prowl for acquisitions originally appeared on BloggingStocks on Mon, 30 Mar 2009 14:40:00 EST. Please see our terms for use of feeds.

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Cramer on BloggingStocks: This market is driving the little guy away

Jim Cramer — Thu, 11 Dec 2008 09:05:00 EST

Filed under: Exxon Mobil (XOM), Market Matters, JPMorgan Chase (JPM), Altria Group (MO), Chevron Corp (CVX), Morgan Stanley (MS), Procter and Gamble (PG), BP p.l.c. ADS (BP), Nucor Corp (NUE), Wells Fargo (WFC), Stocks to Buy, Cramer on BloggingStocks

From TheStreet.com Network

TheStreet.com's Jim Cramer says it's too crazy for a lot of people, and they're cashing out of this casino.

Last night, during a talk at the 92nd Street Y in New York, I fielded questions from an overwhelming group of eager and confused investors, almost all of whom are bewildered, unhappy and fed up. They don't trust stocks and they think that the day-to-day nonsense that passes as a stock market is pure manipulation, that all of the wrong people are getting money from the government and that they wish somehow they could just get back to even so they can get out of this game.

I think they are right.

To me, when I see Occidental (NYSE: OXY) (Cramer's Take) up 5 on a nothing day, when I see Chevron (NYSE: CVX) (Cramer's Take) and Exxon (NYSE: XOM) (Cramer's Take) once again up huge amounts, when I see the market double in the last 40 minutes off obvious manipulation by products that serve only to manipulate, I totally agree with them. When I see the raids on the financials, or the insurers, when I see the shorts pressing JPMorgan (NYSE: JPM) (Cramer's Take) and Morgan Stanley (NYSE: MS) (Cramer's Take) down through aggressive shorting without upticks and ETFs, what am I supposed to think? When I see the consumer product stocks get slaughtered on news that isn't new -- Procter (NYSE: PG) (Cramer's Take) says business is tough? Well, hello, they have been saying it all along -- or steel stocks rally big on orders that aren't even here, as in Nucor (NYSE: NUE) (Cramer's Take), I say, "Forget it, the mechanism's not working."

Continue reading Cramer on BloggingStocks: This market is driving the little guy away

Cramer on BloggingStocks: This market is driving the little guy away originally appeared on BloggingStocks on Thu, 11 Dec 2008 09:05:00 EST. Please see our terms for use of feeds.

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Earnings highlights: Google, JPMorgan, Coca-Cola, eBay, Intel and others

Trey Thoelcke — Sat, 18 Oct 2008 09:10:00 EST

Filed under: Earnings Reports, Google (GOOG), eBay (EBAY), Coca-Cola (KO), PepsiCo (PEP), Intel (INTC), International Business Machines (IBM), Nokia Corp. (NOK), Citigroup Inc. (C), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Advanced Micro Dev (AMD), Merrill Lynch (MER), Hershey Co (HSY), AMR Corp (AMR), Harley-Davidson (HOG), Wells Fargo (WFC), Intuitive Surgical Inc (ISRG)

Here are some highlights from this past week's earnings coverage from BloggingStocks:

Advanced Micro Devices Inc. (NYSE: AMD) narrowed its Q3 net loss on rising revenues.
AMR Corp. (NYSE: AMR) posted a deeper-than-estimated Q3 loss but ordered 42 new planes.
Citigroup Inc. (NYSE: C) reported its fourth straight quarterly loss on another write-down.
Coca-Cola Co. (NYSE: KO) posted better-than-expected Q3 results on growth overseas.
CSX Corp. (NYSE: CSX) reported strong Q3 results on lower fuel prices and cost controls.
eBay Inc. (NASDAQ: EBAY) topped Q3 expectations but lowered its full-year guidance.
Gilead Sciences (NASDAQ: GILD) beat expectations, sending shares higher.
Google Inc. (NASDAQ: GOOG) better-than-expected Q3 results sent shares higher.
Harley-Davidson Inc. (NYSE: HOG) international growth couldn't overcome disappointing results.
Hershey Co. (NYSE: HSY) results in Q3 were in line with analysts' expectations.
IBM (NYSE: IBM) posted strong Q3 results and offered an optimistic outlook.
Intel Corp. (NASDAQ: INTC) posted strong Q3 results but warned of lower demand in Q4.
Intuitive Surgical Inc. (NASDAQ: ISRG) strong results easily topped expectations, but shares fell.
Johnson & Johnson (NYSE: JNJ) posted strong Q3 results and raised its full-year guidance.

Continue reading Earnings highlights: Google, JPMorgan, Coca-Cola, eBay, Intel and others

Earnings highlights: Google, JPMorgan, Coca-Cola, eBay, Intel and others originally appeared on BloggingStocks on Sat, 18 Oct 2008 09:10:00 EST. Please see our terms for use of feeds.

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Analyst calls: BP, HD, SOLR, UTX, X, VOD . . .

Eric Buscemi — Wed, 03 Sep 2008 12:15:00 EST

Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Analyst Initiations

Analyst upgrades:

Goldman upgraded shares of BP Plc (NYSE: BP) to Buy from Neutral on valuation as they believe the recent pullback provides an attractive entry point.
VF Corp. (NYSE: VFC) was raised to Outperform from Neutral at Credit Suisse citing its acquisition platform and international growth. The company's target was increased to $100 from $88.
Deutsche Bank upgraded shares of Tenet Healthcare (NYSE: THC) to Buy from Hold and increased its target to $8.50 from $7 to reflect increased confidence in the company's ability to beat expectations over the next 12 months and reduce its net debt.
US Steel (NYSE: X) was raised to Sector Outperformer from Sector Performer at CIBC.
United Technologies (NYSE: UTX) was upgraded at UBS to Buy from Neutral.

Analyst downgrades:

Continue reading Analyst calls: BP, HD, SOLR, UTX, X, VOD . . .

Analyst calls: BP, HD, SOLR, UTX, X, VOD . . . originally appeared on BloggingStocks on Wed, 03 Sep 2008 12:15:00 EST. Please see our terms for use of feeds.

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Analyst initiations: PHH Corp., VF Corp., Dialysis Corp. of America

Eric Buscemi — Wed, 04 Jun 2008 12:12:00 EST

Filed under: Analyst Reports, Analyst Initiations

MOST NOTEWORTHY: PHH Corp., VF Corp. and Dialysis Corp. of America were today's noteworthy initiations:

PHH Corp (PHH) was initiated with an Outperform rating and $25 target at Keefe Bruyette. The firm finds the stock inexpensive at current levels and believes the company's management team is strong and mortgage operations are improving.
Baird is positive on VF Corp's (VFC) sales and EPS growth, brand portfolio strength, and global distribution opportunities. Shares were assumed with an Outperform rating and $90 target.
Stanford started Dialysis Corp of America (DCAI) with a Buy rating and $10 target and believes the company is worth more to a strategic buyer, which they feel could drive revenue per treatment and margins higher.

OTHER INITIATIONS:

Merrill initiated Sherwin-Williams (SHW) with an Underperform rating.
Vail Resorts (MTN) was assumed with a Buy rating and $59 target at Banc of America.
Goldman started Patterson-UTI Energy (PTEN) with a Neutral rating and $35 target.

Analyst initiations: PHH Corp., VF Corp., Dialysis Corp. of America originally appeared on BloggingStocks on Wed, 04 Jun 2008 12:12:00 EST. Please see our terms for use of feeds.

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Cramer on BloggingStocks: Of course bond turmoil isn't affecting stocks

Jim Cramer — Fri, 15 Feb 2008 09:18:00 EST

Filed under: Cisco Systems (CSCO), General Electric (GE), Wal-Mart (WMT), Intel (INTC), General Motors (GM), Exxon Mobil (XOM), Market Matters, McDonald's (MCD), AT and T (T), 3M Corporation (MMM), Caterpillar (CAT), Halliburton (HAL), Schlumberger Limited (SLB), Citigroup Inc. (C), Johnson and Johnson (JNJ), Altria Group (MO), Bank of America (BAC), Merrill Lynch (MER), Kellogg Co (K), ConocoPhillips (COP), Verizon Communications (VZ), Wachovia Corp (WB), Nucor Corp (NUE), Honeywell Intl (HON), United Technologies (UTX), Freep't McMoRan Copper (FCX), Wells Fargo (WFC), Cramer on BloggingStocks

TheStreet.com's Jim Cramer says balance sheets are strong, so spillover isn't an issue.

I get emails and postings almost every day from fixed-income specialists, saying that the credit markets' myriad problems simply aren't being reflected in the equity markets, and that's just plain wrong. They warn us equity players that we are dreamers and that it is just a matter of time before the terrible problems in collateralized debt, huge leverage, and now auction rate preferred notes spill over into equities and that any rally in stocks is just a fool's paradise.

There's a problem with this inevitability story though, one that eludes these critics and might continue to elude them -- it hasn't happened yet, despite a year's worth of turmoil. That's a long time for a big problem like this to be cordoned, so it is worth looking at whether the naysayers are wrong and something else is at work.

When I look around at the vast choices of assets out there for the thousands of fund managers and institutions that have to put their money somewhere -- provided it is not dedicated to a particular asset from the get-go -- I see one world in chaos and another world in order. The bond market, the credit market, is in total disarray, with every aspect of its existence save Treasuries under fire. We know now that a simple reset market for municipals is failing because, of course, the charade of the bond insurers and their chimerical protection. The CDO market stinks. This is a multibillion dollar market where no one can figure out the prices of anything and the spreads between the bid and the ask are so wide that no one can afford to own or trade them. You don't know where they are marked. You don't know what's in them. You don't know what they are really rated. They are basically worth nothing right now to anyone. Commercial paper? Hardly worth the pick-up in interest. "Cash reserves"? We have seen the "buck" supported over and over again. There has to be a moment where the buck is broken.

Continue reading Cramer on BloggingStocks: Of course bond turmoil isn't affecting stocks

Cramer on BloggingStocks: Of course bond turmoil isn't affecting stocks originally appeared on BloggingStocks on Fri, 15 Feb 2008 09:18:00 EST. Please see our terms for use of feeds.

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Cramer's next biotech; plus a CEO benefit-of-the-doubt

Jon Ogg — Mon, 26 Mar 2007 19:03:00 EST

Filed under: Analyst Reports, Gilead Sciences (GILD), Politics

On CNBC's MAD MONEY, Cramer showed where Biosite Inc. (NASDAQ: BSTE) that he recommended one month ago has been given a buyout and is up 50%. But what he wants to do is look at what to do now. He said the percentage premium for the buyout was well above the norm.

He said you can now look at Cepheid (NASDAQ: CPHD). The company tests for staph infection. The other player is Becton, Dickinson (NYSE: BDX) and it is up 25% since his recommendation there. It is also too big and the Veteran's Administration contract won't matter to BDX. Cepheid would benefit greatly if they win. Cramer says he has no idea if they will be selected or not, but he thinks this can go up from here even without the deal. CPHD is part of the Anthrax Test Consortium. Sales last year were $82+ million and its market cap before the pop here was $598 million. Cramer thinks this one could be a cheap acquisition for anyone wanting to get into the testing area. CPHD just popped 9% after-hours to $11.90. The 52-week trading range is $6.50 to $10.58. This is also close to the five-year high.

Continue reading Cramer's next biotech; plus a CEO benefit-of-the-doubt

Cramer's next biotech; plus a CEO benefit-of-the-doubt originally appeared on BloggingStocks on Mon, 26 Mar 2007 19:03:00 EST. Please see our terms for use of feeds.

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