We have shown estimates from Thomson Reuters, given price performance data, and added in appropriate color where applicable.  We are not including consensus price targets from analysts this week because the huge drops in shares this week will distort the implied upside artificially as those targets may be coming down sharply in many cases.

MONDAY, AUGUST 8

Silver Wheaton Corporation (NYSE: SLW) has estimates of $0.46 EPS and $221.3 million in revenues; next quarter estimates are $0.52 EPS and $253.9 million in revenues.  Shares are trading around $33.00, the 52-week trading range is $17.00 to $47.60.  If metals and metals stocks continue the volatility, this one will be far less important to traders than it has been.  While it is still up 100% from lows, look at how much it is down from highs as silver has proven over and over that $40 is a death trap.

Tyson Foods Inc. (NYSE:    TSN) has estimates of $0.41 EPS and $8.3 billion in revenues; next quarter estimates are $0.41 EPS and $8.16 billion in revenues.  Shares are trading around $16.00, the 52-week trading range is $14.59 to $20.12.  Tyson is supposed to be a defensive stock, but its narrow focus on meats has prevented that safety net from being the case as have some missteps.  The chicken is choked.

TUESDAY, AUGUST 9

SunPower Corporation (NASDAQ: SPWRA) has estimates of -$0.18 EPS and $583 million in revenues; next quarter estimates are $0.21 EPS and $741.7 million in revenues.  Shares are trading around $17.00, the 52-week trading range is $9.61 to $23.36. The merger-lite move in recent weeks was recently met with lower guidance and the sector has been under pressure from all fronts.

Walt Disney Co. (NYSE: DIS) has estimates of $0.73 EPS and $10.45 billion in revenues; next quarter estimates are $0.67 EPS and $10.8 billion in revenues.  Shares are trading around $34.90, the 52-week trading range is $31.55 to $44.34.  The Mouse House has yet to stay turned around.  This was a $44.00 stock less than ninety days ago and the stock has never recovered.

WEDNESDAY, AUGUST 10

Cisco Systems Inc. (NASDAQ: CSCO) has estimates of $0.38 EPS and $10.97 billion in revenues; next quarter estimates are $0.39 EPS and $10.98 billion in revenues.  Shares are trading around $14.60, the 52-week trading range is $14.36 (Friday) to $24.87.  What is there to say… a restructuring, layoffs, slow enterprise spending, austerity measures slowing IT, and on and on.

Computer Sciences Corporation (NYSE: CSC) has estimates of $0.69 EPS and $3.99 billion in revenues; next quarter estimates are $0.99 EPS and $4.05 billion in revenues.  Shares are trading around $32.40, the 52-week trading range is $32.11 (Friday) to $56.61.  8-times earnings and dirt cheap value… but, who cares in this environment.

If we take his number on a net-net "hold him to it" and imply this, that would represent a 233% return under the most general terms.  If we take that in general terms, we can imply that he wants to get this stock back up to $50.00.  As a reminder, these numbers have been rounded to very general terms and are not specific.

As far as on any more major dilutive financings, Brown essentially stated that there would be no more highly dilutive financing transactions and stated "we have 3 or 4 more things we want to do."  But he also said they don’t want to say no to new capital opportunities.  He also said that they are no longer going to be backing up these crazy derivatives and will leave that up to Wall Street.

MBIA shares closed at $15.28 today.  Its 52-week trading range is $6.75 to $72.38.  If the come-back again CEO can pull this off he will have won a major return for any buyers in the recent weeks.  But if you have been holding on since $50, $60, or even $70, well it’s just going to be a long hard decade.  Mr. Brown better make sure he lives up to goals close to those he just gave.  Making big statements on live national TV is something that gets hard to refute and hard to deny when they play the tape back in court.

Jon C. Ogg
February 26, 2008

MBIA is trading up roughly 12% to $17.50 and Ambac is trading up over 15% at $13.50 in pre-market trading.  We noted before how "mergers may be mandated rather than preferred" and this would fall right into that coup and conspiracy.  The counterparty risks are just too severe if one of these were to fail entirely.  Goldman Sachs recently outlined the values of potential packages.

Forming this consortium may be the banks saving their own skin rather than them just coaxing a financial opportunity.

Jon C. Ogg
February 1, 2008 

What is interesting here is that the market cap for MBIA is $4.47 Billion and that is after the big pop in the stock.  It is hard to rely on the books from prior quarters because of the liquidity crunch that has been seen more sharply in recent weeks.  It had listed over $4.5 Billion in current assets with cash, short term investments and receivables, although its long-term investments were listed as just under $40 Billion.  Total liabilities were $38.79 Billion.  Obviously there are going to be some different numbers on the next report.

Shares of MBIA are up almost 19% at $35.60 after the financing pact announcement.  Its 52-week trading range is $25.84 to $76.02. 

Jon C. Ogg
December 10, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.