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Daily Archives: January 24, 2007

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Industrials: A Sector With The Calendar At Its Back

From Ticker SenseA couple of days ago we highlighted how based on seasonal patterns the Technology sector could face some headwinds in the coming months, as the sector is entering ...
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STM: STMicroelectronics Needs Better Forecasts

By William Trent, CFA of Stock Market BeatWhen it comes to running semiconductor companies, we’re nothing but armchair quarterbacks.  But sometimes armchair quarterbacks, with the benefit of a high-def TV ...
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Brazil’s Embraer share offering nearly doubles | Reuters.com

By William Trent, CFA of Stock Market BeatWe have said often that the future of passenger air travel lies in smaller jets flying to smaller cities. The hub and spoke ...
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Can a Super Bowl Ad Pump infoUSA (IUSA)?

infoUSA (IUSA) is a stock that has sort of been quiet and almost forgotten on Wall Street, from an investor view anyhow.  The stock is up 0.5% today at $12.13 ...
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China Will Be King Of The Internet: GOOG, AOL, MSN, YHOO

China's number of internet users should pass the US figure in about two years. The country's internet population rose over 23% last year to 137 million people according to the ...
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Tertiary Benefactors of KKR Investing in Sun Microsystems

Stock Tickers: SUNW, COMS, NOVL, GTWSun Microsystems (SUNW) is trading up 6% at $6.00 at 10:00 AM EST (was up as much as 9% out of the chute) this morning.  ...
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Updating Triad’s LBO Hopes, No Word Yet

Updating on Triad Hospitals (TRI-NYSE):  I was searching around for more research and more news on Triad on all the market talk and hopes of a LBO coming to the ...
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Goldman Sachs Research Notes (JAN 24, 2007)

Goldman Sachs changed estimates in the human resource and job seeking services operators:  Raised estimates on Kforce (KFRC), MPS (MPS), Robert Half (RHI); Lowered estimates on Kelly (KELYA), Manpower (MAN).Goldman ...
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Conoco’s Results, Not Bad

ConocoPhillips (COP) reported earnings of $3.2 billion down from $3.68 billion in the same quarter a year ago. Revenue fell sharply from $51.3 billion to $41.5 billion.But, oil did spike ...
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Pre-Market Stock Notes (JAN 24, 2007)

(ABC) Amerisourcebergen $0.65 vs $0.56e.(ACAT) Arctic Cat $0.40 EPS vs $0.33e.(ADBE) Adobe named Garrett as CFO, was with EMC.(AH) Armor Holdings won $56M in armor component pacts.(AMD) AMD traded down ...
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Analyst Calls (JAN 24, 2007)

BBV raised to Buy at J.P.Morgan.BWA raised to Buy at Citigroup.CAL cut to Underweight at J.P.Morgan.CCU cut to Hold at Stifel Nicolaus.COH cut to Neutral at Credit Suisse.ENR cut to ...
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McDonald’s Numbers, Too Good To Be True

McDonald's numbers for 2006, and especially the fourth quarter, were extraordinary.In the last quarter of the year, revenue rose 11% to $5.634 billion. Income from continuing operations was up 26% ...
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New York State Pension Sues Apple

Let the games begin.Not only is the SEC looking into the options backdating problems at Apple (AAPL), but The New York City Employees' Retirement System is suing the big consumer ...
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Could Google Drop To $350?

Well, the answer is "yes" and it might not take much for the search giant to drop back to its March 2006 levels. Wall St. has hardly given the company ...
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Sirius And XM: It Gets Even Worse

It can't get any worse for satellite radio investors, but it does. Bear Stearns cut its forecast for year-end 2007 subscriber counts for Sirius (SIRI) and XM (XMSR). The bank ...
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