Posts for Ticker ‘BDX’

Buffett & Berkshire Hathaway Q3-2009 Holdings A to F (BRK-A, AXP, BAC, BDX, BNI, KMX, KO, CMCSA, CDCO, COP, COST, XOM, ETN)

BuffettImage gates foundation Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has shown its Q3-2009 holdings as of September 30, 2009.  We had already seen how his securities holdings were up on the books in the holdings with earnings.  There are also some portfolio changes that have taken place since the September 30 cut-off date.  These have been broken down into 3 groups of ‘A to F’ and ‘G to O’ and ‘P to Z’ so it is more concise and clear.  Here are Warren Buffett’s holdings and accompanying notes for the group ‘A ot F.’

  • American Express Co. (NYSE: AXP) over 151.6 million shares, same as last quarter.
  • Bank of America Corp. (NYSE: BAC) 5 million shares; same as last quarter.
  • Becton Dickinson & Co. (NYSE: BDX) 1.2 million shares, same as last quarter.
  • Burlington Northern Santa Fe (NYSE: BNI) was reported as 76.77 million shares but frankly it does not really matter as BNSF is becoming part of Berkshire.
  • Carmax Inc. (NYSE: KMX) 9 million shares is same as last quarter.
  • Coca Cola Co. (NYSE: KO) right at 200 million shares, still same as before.
  • Comcast (NASDAQ: CMCSA) 12 million shares, same as before.
  • Comdisco Holdings (NASDAQ: CDCO) roughly 1.5 million shares, same as before.
  • ConocoPhillips (NYSE: COP) 57.43 million shares, DOWN FROM 62.485 million at the end of June.
  • Costco Wholesale (NASDAQ: COST) 5.254 million shares, same as before.
  • Exxon Mobil Corp. (NYSE: XOM) is a NEW HOLDING of 1.276 million shares.

Eaton Corp. (NYSE: ETN) was NOT LISTED ANY LONGER, so sold from holdings.

BUFFETT HOLDINGS G to O

BUFFETT HOLDINGS P to Z

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JON C. OGG

Posted on: November 16, 2009 – 4:33 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, , , , , , , , , , , , ,

Top Analyst Upgrades and Downgrades (ABX, BDX, BMY, FUN, JCG, NEM, NENG, SNY, ZOLT)

Bull and Bear ImageThese are this morning’s top pre-market analyst upgrades, downgrades and initiations from Wall Street early this Friday:

Barrick Gold (ABX) Started as Hold at Jefferies.
Becton Dickinson (BDX) Started as Overweight at Jefferies.
Bristol-Myers Squibb (BMY) Cut to Equal Weight at Morgan Stanley.
Cedar Fair (FUN) Cut to Hold at KeyBanc.
J. Crew (JCG) Raised to Buy at Citigroup; Raised to Hold at Needham..
Newmont Mining (NEM) Started as Buy at Jefferies.
Network Engines (NENG) Raised to Buy at Cantor Fitzgerald.
Sanofi-Aventis (SNY) Raised to Overweight at JPMorgan.
Zoltek (ZOLT) Started as Hold at Deutsche Bank.

JON C. OGG

Posted on: August 28, 2009 – 8:03 am in Analyst Calls, , , , , , , , ,

Top Day Trader Alerts (BDX, BRK-A, BPAX, FSLR, GFG, IDCC, LOW, HD, RST)

These are this Monday’s top day trader and active stock alerts.  We have more detailed data on volume and price analysis with links through to VSInvestor.com on each stock:

Becton Dickinson & Company (NYSE: BDX) is trading higher as a new position for none other than Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A).

BioSante Pharmaceuticals, Inc. (NASDAQ: BPAX) is one of this morning’s few big winners on a presentation of H1N1 vaccine results.

First Solar Inc. (NASDAQ: FSLR) is getting clipped by almost 5% on a Barron’s report.

Guaranty Financial Group Inc. (NYSE: GFG) looks busted.

InterDigital, Inc. (NASDAQ: IDCC) is down by almost one-third on active volume this morning (and Friday evening too) on a patent ruling.

Lowe’s Companies (NYSE: LOW) is down about 10% after the home improvement and hardware giant posted light earnings.  This one is enough that it is affecting Home Depot (NYSE: HD) as well.

Rosetta Stone Inc. (NYSE: RST) was down over 10% after warning of higher operating expenses.

-The 24/7 Wall Street Team

August 17, 2009

Posted on: August 17, 2009 – 9:16 am in Pre-Market Activity, Trading Alert, , , , , , , , ,

Buffett & Berkshire Hathaway Q2-2009 Holdings A to F (BRK-A, AXP, BAC, BDX, BNI, KMX, KO, CMCSA, CDCO, COP, COST, ETN, CEG)

Buffett ImageBerkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has shown its Q2-2009  holdings as of June 30, 2009.  There are some portfolio changes that have been seen here from the end of Q1 and we have broken these down into 3 groups of ‘A to F’ and  ‘G to O’ and ‘P to Z’ so these are easier to see on one page.  Here are Warren Buffett’s holdings and accompanying notes for the group ‘A ot F.’

  • American Express Co. (NYSE: AXP) over 151.6 million shares, same as  before.
  • Bank of America Corp. (NYSE: BAC) 5 million shares; same as last quarter.
  • Becton Dickinson & Co. (NYSE: BDX) appears to b a new holding over last quarter according to our records.  Berkshire holds 1.2 million shares (listed in SEC filing as Beckton Dickson).
  • Burlington Northern Santa Fe (NYSE: BNI) 76.77 million shares; same as Q1 after the Q1 position was raised from Q4.
  • Carmax Inc. (NYSE: KMX) 9 million shares is lower than the 12 million in Q1 and marks three straight quarters of declines.
  • Coca Cola Co. (NYSE: KO) right at 200 million shares, still has stayed the same as before.
  • Comcast (NASDAQ: CMCSA) 12 million shares, same as before.
  • Comdisco Holdings (NASDAQ: CDCO) roughly 1.5 million shares, same as before.
  • ConocoPhillips (NYSE: COP) was listed as 62.485 million, which is officially lower than the Q1 period but we had already been told of cuts after that date so mostly the same.
  • Costco Wholesale (NASDAQ: COST) 5.254 million shares, same as before.
  • Eaton Corp. (NYSE: ETN) 3.2 million shares; looks like new holding but may have been missed before.
  • Constellation Energy Group (NYSE: CEG) appears to be completely sold off now.,but this was already being cut.

BUFFETT HOLDINGS G o O

BUFFETT HOLDINGS P to Z

You can join our open email distribution list to hear more news on Buffett and other investment gurus, IPOs, secondary offerings, private equity, key analyst calls, and more.

JON C. OGG
AUGUST 14, 2009

Posted on: August 14, 2009 – 4:45 pm in Buffett, Buffett Holdings, , , , , , , , , , , , ,

Top Pre-Market Analyst Upgrades (MDRX, BDX, ED, CRXL, CSX, RTN, SGR, SNN)

Money_stack_picThese are the early bird upgrades and positive analyst calls we have seen from Wall Street this Friday morning:

  • Allscripts-Misys (NASDAQ: MDRX) Raised to Outperform at William Blair.
  • Becton Dickinson (NYSE: BDX) Raised to Overweight at Morgan Stanley.
  • Consolidated Edison (NYSE: ED) Raised to Buy at Citigroup.
  • Crucell (NASDAQ: CRXL) Raised to Buy at RBS.
  • CSX (NYSE: CSX) Raised to Buy at Deutsche Bank.
  • Raytheon (NYSE: RTN) Raised to Buy at Goldman Sachs.
  • Shaw Group (NYSE: SGR) Cut to Hold at Citigroup.
  • Smith & Nephew (NYSE: SNN) Raised to Neutral at JPMorgan.

Jon C. Ogg
January 9, 2009

Posted on: January 9, 2009 – 7:23 am in Analyst Calls, , , , , , , ,

Top Pre-Market Analyst Downgrades (AUDC, BDX, FUL, LEH, MEDX, NVDA, PDLI)

These are some of the early bird analyst downgrades and negative calls we are seeing this Thursday morning with more than two hours to the open:

  • AudioCodes (AUDC) cut to neutral at Merrill Lynch.
  • Becton Dickinson (BDX) cut to neutral at Credit Suisse.
  • H.B. Fuller (FUL) cut to neutral at JPMorgan.
  • Lehman Brothers (LEH) cut to neutral at Goldman Sachs; cut to Hold at Citigroup.
  • Medarex (MEDX) cut to neutral at JPMorgan.
  • NVIDIA (NVDA) cut to equal weight at Lehman.
  • PDL BioPharma (PDLI) cut to underweight at JPMorgan.

Jon C. Ogg
September 11, 2008

Posted on: September 11, 2008 – 6:19 am in Analyst Calls, , , , , , ,

Pre-Market Stock News (January 24, 2008)

We are full blown into earnings season now.  These are not all of the stocks in the news, but this is a good portion of the news in individual stocks for traders to review this morning:

  • Annaly Capital Management, Inc. (NLY) priced its secondary of 51,000,000 shares of common stock at $19.25 per share.
  • AT&T (T) $0.71 EPS vs. $0.71 estimate; new share buyback plan of up to 400 million shares.
  • Becton Dickinson (BDX) $1.07 EPS vs $1.04 estimate; raised guidance before charges.
  • Cabot Micro (CCMP) $0.51 EPS vs $0.47 estimate.
  • Cubist Pharmaceuticals (CBST) shares rose another 7% to $21.72 after beating earnings and raising guidance.
  • Danaher (DHR) $1.12 EPS vs. $1.12 estimate.
  • DuPont (DD) noted as strong value without earnings risk according to Cramer on CNBC’s Mad Money.
  • eBay (EBAY) shares fell over 5% after beating earnings but lowering guidance; Meg Whitman retires as CEO but stays on board.
  • F5 Networks (FFIV) shares rose almost 20% after beating earnings.
  • Ford (F) -$0.20 EPS vs. -$0.19 estimates; CEO will be on CNBC at 12:15 PM EST.
  • IBM (IBM) noted as strong value without earnings risk according to Cramer on CNBC’s Mad Money.
  • Lennar (LEN) -$0.42 EPS vs, -$1.61 est.; but losses were before -$7.50 per shares in charges; sees 2008 continuing weakness.
  • Lockheed Martin (LMT) $1.89 EPS vs. $1.69 estimate; sees 2008 EPS $7.05 to $7.25 vs. prior guidance $6.19 to $7.15 and vs. $7.29 estimate.
  • Microsoft (MSFT) reports earnings after the close today with estimates at $0.46 EPS on revenues of $15.94 Billion.
  • Napster (NAPS) msic rental service is now available to NTT DoCoMo subscribers.
  • Netflix (NFLX) earnings were above plan and guidance was too; shares indicated up slightly.
  • Nokia (NOK) announced its market share rose to 40% and posted a 57% gain in earnings overseas.
  • Plexus Corp. (PLXS) raised guidance to $0.46 to $0.51 EPS on revenues of $440 million to $460 million, compared to estimates of $0.42 & almost $430 million;shares rose 8.3% to $21.50 in after-hours trading.
  • Polycom (PLCM) posted $0.42 EPS on revenues of $263.3 million vs. estimates of $0.39 & $252.5 million; shares rose some 7.7% to $24.00.
  • Potash (POT) announced it would repurchase up to 5% of its outstanding shares.
  • Qualcomm (QCOM) posted $0.46 EPS and non-GAAP EPS at $0.52 EPS on $2.44 Billion in revenues.  Estimates were $0.53 EPS on revenues of $2.41 Billion, 6% to $38.90 after-hours.
  • Symantec (SYMC) beat earnings; raised guidance; shares rose 8.5% at $16.55.
  • THQ (THQI) traded down 8% after disclosing net profit drops on charges from discontinued titles.
  • Trimble Navigation (TRMB) shares rose 15% at $27.45 after raising current guidance and reaffirming 2008 revenues.
  • Western Digital (WDC)  $1.35 EPS vs. $1.04 estimate; sees next quarter $0.85 to $0.91 EPS  & $2 Billion revenues vs. estimates of $0.80 & $1.9 Billion; shares rose by almost 7%.
  • World Acceptance (WRLD) $0.54 EPS vs. $0.46 estimates.
  • Xerox (XRX) $0.41 EPS vs $0.41 estimate; sees next quarter $0.25 to $0.28 vs. $0.28 estimate; sees 2008 $1.31 to $1.35 EPS versus $1.31 estimates.

Jon C. Ogg
January 24, 2008

Posted on: January 24, 2008 – 7:50 am in Pre-Market Activity, , , , , , , , , , , , , , , , , , , , , , , , , , ,

Becton Dickinson Finds A Friend In Staph Diagnostics (BDX)

Becton, Dickinson & Co. (NYSE: BDX) is seeing shares hitting new all-time highs as it has received clearance from the U.S. FDA for the BD GeneOhm(TM) StaphSR assay.

This is BD Diagnostic’s new assay that is the first test available to rapidly and simultaneously identify two deadly healthcare-associated infections:

  • Staphylococcus aureus (SA) and
  • methicillin-resistant Staphylococcus aureus (MRSA)

This test has a mere two-hour result time that tests abd identifies patients with positive blood cultures.  If this goes as it should, physicians can implement treatment much faster for patients with bloodstream infections and significantly reducing healthcare costs.  Current tests take more than a day to get results and many patients die annually from untreated staph or from drug-resistant staph strains.

An October 2007 report in Journal of the American Medical Association (on the U.S. extent of MRSA— methicillin-resistant Staphylococcus aureus) stated that MRSA deaths in 2005 were an estimated 19,000, exceeding that of HIV/AIDS.  This is getting worse rather than better.  The widespread count of staph infections is actually increasing and until recently has been frequently misdiagnosed.  Most infections of this sort are still thought to be from hospital settings although after seeing this firsthand staph is becoming a common problem everywhere. 

To show you an example of how valuable this is, Becton Dickinson shares are up more than 4% at $87.30 today, an all-time high.  As far as how this translates into money BDX has a $21.5 Billion market cap after today’s gains. 

Jon C. Ogg
January 2, 2008

Posted on: January 2, 2008 – 1:43 pm in Drug companies, Medical, ,

Top 10 Pre-Market Analyst Calls (AMD, LSI, NSM, AMZN, BHI, BDX, HUM, IACI, INTC, TXN, PCLN, SBUX, UNH)

These are not at all the only impact analyst calls kicking off the new year, but these are the calls we are focusing on this morning at 247WallSt.com:

  • Advanced Micro Systems (AMD), LSI (LSI), and National Semiconductor (NSM) all downgraded to Sell from Neutral at Banc of America.
  • Amazon.com (AMZN) raised to Buy from Hold at Citigroup.
  • Baker Hughes (BHI) cut to Neutral at JPMorgan.
  • Becton Dickinson (BDX) raised to Overweight at JPMorgan.
  • Humana (HUM) raised to Outperform at CIBC.
  • IAC/Interactive (IACI) cut to Hold from Buy at Citigroup.
  • Intel (INTC) & Texas Instruments (TXN) cut to Neutral from Buy at Banc of America.
  • Priceline.com (PCLN) raised to Overweight from Neutral at JPMorgan.
  • Starbucks (SBUX) downgraded to Peer Perform from Outperform at Bear Stearns.
  • United Health (UNH) downgraded to Sector Perform from Peer Perform at CIBC.

Jon C. Ogg
January 2, 2008

Posted on: January 2, 2008 – 7:36 am in Analyst Calls, , , , , , , , , , , , ,