24/7 Wall St. » PLCM

Top After-Hours Stocks on the Move (IDCC, NVDA, PLCM, TXN, VMW, EMC, WDC, ZION)

Administrator — Mon, 23 Jan 2012 22:27:36 +0000

We have several stocks on the move in Monday’s after-hours trading session. Most of these are on earnings as follows: InterDigital Inc. (NASDAQ: IDCC); NVIDIA Corporation (NASDAQ: NVDA); Polycom Inc. (NASDAQ: PLCM); Texas Instruments Inc. (NYSE: TXN); VMware Inc. (NYSE: VMW); EMC Corporation (NYSE: EMC); Western Digital Corporation (NYSE: WDC); and Zions Bancorporation (NASDAQ: ZION). We have given a news summary and the current moves on each.

InterDigital Inc. (NASDAQ: IDCC) was down 3.3% today as is, but now the company is getting slashed and burned on news of what many had considered an obvious coming outcome. The company ended its strategic review process and it did not find a buyer for its deep patent collection. Now it is going to proceed on its own licensing or selling patents. Shares are down over 16% at $37.10 in the after-hours against a 52-week range of $34.61 to $82.50.

NVIDIA Corporation (NASDAQ: NVDA) was down 3% after the Texas Instruments earnings but now shares are down “only” about 0.6% after closing up 2.7% on the day.

Polycom Inc. (NASDAQ: PLCM) has a history of big hits and bad misses, but tonight’s reaction has shares on the up and up. After beating earnings handily, Polycom shares are up 9.6% at $20.29 and that is after closing up almost 4% today.

Texas Instruments Inc. (NYSE: TXN) was down initially due to headlines showing GAAP earnings above estimates but the chip giant is now up over 3% ay $34.25 in the after-hours session against a 52-week range of $24.34 to $36.71.

VMware Inc. (NYSE: VMW) closed down 2.4% at $86.00 today but shares are up 5% at $90.50 on almost 1 million shares after just over an hour after the 4PM closing bell. The virtualization leader said sales rose 27% to $1.06 billion and it sees revenues of $1.015 billion to $1.04 billion for the first quarter of 2012. These are being taken as above plan. The news has the (former) parent company of EMC Corporation (NYSE: EMC) up about 1.8% at $23.87 on over 2 million after-hours shares.

Western Digital Corporation (NYSE: WDC) may have seen earnings drop almost 36%, but the update is proving to be above plan and it claims to be making much more progress in Thai floods. Shares closed up marginally today and the after-hours reaction has shares up 4.4% at $36.25 versus a 52-week range of $22.64 to $41.87.

Zions Bancorporation (NASDAQ: ZION) posted earnings light at $0.30 versus estimates of $0.33. Its book value per common shares grew to $25.02 from $24.78 one quarter earlier and shares are down 3% at $17.98 in the after-hours.

JON C. OGG

Filed under: 24/7 Wall St. Wire, After-Hours Activity, Trading Alert Tagged: EMC, IDCC, NVDA, PLCM, TXN, VMW, WDC, ZION

24/7 Closing Bell (BIDU, MON, T, CRUS, PLCM, PM, NOK, SCSS, RVBD, AMLN, CLWR, BWLD)

Paul Ausick — Thu, 20 Oct 2011 20:17:37 +0000

The market sure didn’t feel too great through much of the warning, but the day turned out a lot better than it was looking. Weekly jobless claims remained stubbornly above the 400,000 mark. The big surprise was a better-than-expected Philly Fed manufacturing report today and then also came the news that Greece somehow managed to pass another round of austerity measures. And to top it off, the Grim Reaper caught up with Moammar Gadhafi today and Libya can now work to build into whatever direction the new leadership wants to go in.The unofficial closing bells put the DJIA up nearly more than 37 points to 11,541.78, the NASDAQ fell more than 5 points (-0.21%) to 2598.62, and the S&P 500 rose 0.45% or more than 5 points to1,215.38.

We had many key analyst upgrades and downgrades today, including calls in shares of Baidu, Inc. (NASDAQ: BIDU) and Monsanto Co. (NYSE: MON). The retail sector did not follow the news, due to some fears that the holiday season is not going to be as strong as many expected. Speaking of analyst calls and projections, there are still some extremely lofty upside price targets out there in the automotive sector.

Here are today’s big post-earnings news reactions with prices during the last half-hour of trading: (only show late-day percent change and price): AT&T (NYSE: T) down about -0.1% at $28.97, Cirrus Logic, Inc. (NASDAQ: CRUS) down nearly -17% at $14.21; Polycom, Inc. (NASDAQ: PLCM) down -25%, at $16.46; Phillip Morris International, Inc. (NYSE: PM) up more than 4%, at $68.77; Nokia Corporation (NYSE: NOK) up more than 6%, at $6.50; and Select Comfort Corporation (NASDAQ: SCSS) up more than 20%, at $19.38.

Several other standouts from today are as follows…

Riverbed Technology, Inc. (NASDAQ: RVBD jumped more than 9.5%, to $24.69, following a better than expected earnings report after markets closed last night.

Amylin Pharmaceuticals, Inc. (NASDAQ: AMLN) rose nearly 13%, to $11.56, after getting approval for wider use of its diabetes drug and posting a smaller than expected third-quarter loss.

Clearwire Corp. (NASDAQ: CLWR) shares are up nearly 13% as well, to $1.57, probably as a result of indications that its spectrum licenses could get some competitive bids.

Buffalo Wild Wings, Inc. (NASDAQ: BWLD) is up nearly 7%, to $62.06, after reporting a 33% rise in income for the third quarter.

After a busy week of economic data, there are no major market moving economic reports due Friday morning. Look for Fed-head speeches on Friday from Kocherlakota, Fisher, and Yellen throughout the day. Most importantly, watch for more news out of Europe on just how much the Europeans are going to throw into their European Financial Stability Fund (Europe’s mini-me version of the TARP).

Paul Ausick

Filed under: General Tagged: AMLN, BIDU, BWLD, CLWR, CRUS, MON, NOK, PLCM, PM, RVBD, SCSS, T

Top Active Trader Alert Stocks (ERIC, FITB, HBAN, PLCM)

Mike Sauter — Thu, 20 Oct 2011 12:50:49 +0000

Active traders and day traders have many stocks to choose from this Thursday morning. We are tracking news and moves in shares of Ericsson (NASDAQ: ERIC), Fifth Third Bancorp (NASDAQ: FITB), Huntington Bancshares Incorporated (NASDAQ: HBAN), and Polycom, Inc. (NASDAQ: PLCM).

Ericsson (NASDAQ: ERIC) is up more than 6% before market open to $10.27, relative to a 52-week range of $8.83 – $15.44.

Fifth Third Bancorp (NASDAQ: FITB) is up 5.3% premarket to $11.25, relative to a 52-week range of $9.13 – $15.75.

Huntington Bancshares Incorporated (NASDAQ: HBAN) is down 3.8% premarket to $5.02, relative to a 52-week range of $4.46 – $7.70.

Polycom, Inc. (NASDAQ: PLCM) is down 29% premarket to $15.96, relative to a 52-week range of $14.02 – $34.30.

Filed under: General Tagged: ERIC, FITB, HBAN, PLCM

Top Analyst Upgrades & Downgrades (BIDU, CYOU, CLB, CSX, EBAY, HLF, M, MON, PVH, PLCM, REG, WDC, WU, WYNN, YOKU)

Administrator — Thu, 20 Oct 2011 12:28:15 +0000

These are some of the top analyst upgrades, downgrades, and initiations seen from Wall Street research calls this Thursday morning.

Baidu, Inc. (NASDAQ: BIDU) Cut to Neutral at Goldman Sachs.
Changyou.com Limited (NASDAQ: CYOU) Raised to Buy at Goldman Sachs.
Core Laboratories N.V. (NYSE: CLB) Cut to Market Perform at FBR.
CSX Corporation (NYSE: CSX) Cut to Market Perform at Wells Fargo.
eBay Inc. (NASDAQ: EBAY) Maintained long-term outperform and near-term hold at Zacks; reiterated Outperform at Credit Suisse.
Herbalife (HLF: NYSE) Reiterated Buy at Canaccord Genuity.
Macy’s Inc. (NYSE: M) Started as Overweight at JPMorgan.
Monsanto Co. (NYSE: MON) Started as Market Perform at Wells Fargo.
PVH Corp. (NYSE: PVH) named value stock of the day at Zacks.
Polycom, Inc. (NASDAQ: PLCM) Cut to Neutral at Piper Jaffray; Cut to Market Perform at William Blair.
Regency Centers Corporation (NYSE: REG) Raised to Outperform at Credit Suisse.
Western Digital Corporation (NYSE: WDC) Cut to Underweight at JPMorgan.
Western Union (NYSE: WU) Raised to Outperform as Bull of the Day at Zacks.
Wynn Resorts Ltd. (NASDAQ: WYNN) Reiterated Outperform at Credit Suisse.
Youku.com Inc. (NYSE: YOKU) Raised to Conviction Buy List at Goldman Sachs.

JON C. OGG

Filed under: Analyst Calls Tagged: BIDU, CLB, CSX, CYOU, EBAY, HLF, M, MON, PLCM, PVH, REG, WDC, WU, WYNN, YOKU

Top Analyst Upgrades & Downgrades (CVX, CMG, COST, DE, XOM, DFS, LEAP, NWS.A, NEM, ORCL, RL, PLCM, PCG, RYAAY, SNE, WAG)

Administrator — Thu, 06 Oct 2011 12:23:05 +0000

These are some of this Thursday’s top analyst upgrades, downgrades, and initiations seen having an impact from Wall Street research calls.

Chevron Corporation (NYSE: CVX) Cut to Underweight at JPMorgan.
Chipotle Mexican Grill, Inc. (NYSE: CMG) Cut to Market Perform at William Blair.
Costco Wholesale Corporation (NASDAQ: COST) Cut to Market Perform at William Blair; Reiterated Outperform at Credit Suisse; Raised target to $90 at Argus.
Deere & Co. (NYSE: DE) Maintained Neutral but cut estimates and target to $87 at Credit Suisse.
Exxon Mobil Corporation (NYSE: XOM) Cut to Underweight at JPMorgan.
Discover Financial Services (NYSE: DFS) named Bull of the Day at Zacks.
Leap Wireless International Inc. (NASDAQ: LEAP) maintained Neutral but target to $4 from $10 at Credit Suisse.
News Corporation (NASDAQ: NWS.A) Removed from the Conviction Buy List at Goldman Sachs.
Newmont Mining Corporation (NYSE: NEM) named Value stock of the day at Zacks.
Oracle Corporation (NASDAQ: ORCL) Reiterated Outperform on Focus List at Credit Suisse.
Polo Ralph Lauren Corp. (NYSE: RL) Raised to Buy at Citigroup.
Polycom Inc. (NASDAQ: PLCM) Raised to Buy at Argus.
PG&E Corporation (NYSE: PCG) Raised to Buy at Citigroup.
Ryanair Holdings plc (NASDAQ: RYAAY) Raised to Outperform at Credit Suisse.
Sony Corporation (NYSE: SNE) Cut to UNderperform at BofA/ML.
Walgreen Co. (NYSE: WAG) Cut to Neutral at BofA/ML.

JON C. OGG

Filed under: Analyst Calls Tagged: CMG, COST, CVX, DE, DFS, LEAP, NEM, NWS-A, ORCL, PCG, PLCM, RL, RYAAY, SNE, WAG, XOM

RADVision: Not Expecting the Expected (RVSN, CSCO, PLCM, BBBB, PGI, MSFT)

Administrator — Tue, 05 Jul 2011 12:25:33 +0000

RADVision Ltd. (NASDAQ: RVSN) is going to get hit today after lowering guidance. This may have been worse than many expected, but RADVision is now in a spot that it is going to likely be harder and harder to live up to expectations. Cisco Systems, Inc. (NASDAQ: CSCO) and its acquisition of Tandberg was arguably the start of things heading south, but new offerings from Polycom, Inc. (NASDAQ: PLCM), and now the acquisition of Blackboard Inc. (NASDAQ: BBBB) from a private equity financial buyer are only going to add pressure. Throw in the new iMeet from Premiere Global Services, Inc. (NYSE: PGI), Skype, and offerings from or through Microsoft Corporation (NASDAQ: MSFT) and it becomes harder to expect RADVision to keep delivering.

The news this morning is bleak and reflects many of these issues. RADVision cut its revenues to $18.0 to $18.5 million for the second quarter, and that led it to cut earnings guidance to -$0.41 to -$0.44 in GAP EPS and -$0.27 to -$0.30 on a non-GAAP EPS basis.

Prior guidance was $22 million in revenues; -$0.17 GAAP EPS; and -$0.12 non-GAAP EPS. Thomson Reuters had estimates of -$0.12 EPS and $21.79 million in revenues, but this was from only two analysts.

The lower guidance is due called “primarily the result of lower than anticipated revenues in the company’s Video Business Unit (VBU),” and that will now be about $14.5 to $15.0 million. As noted in Cicso’s ties… “This includes revenues from Cisco of approximately $1.5 million, which is in line with forecast but substantially below the $9.5 million of revenues from Cisco in the second quarter of 2010. Despite its revised forecast, the Company’s core VBU revenues are expected to increase by more than 30% from the second quarter of 2010, after excluding revenues from Cisco from both periods.”

The revenues from RADVision’s Technology Business Unit also being lowered and now expected to approximate $3.5 million.

RADVision is a thin volume stock. Shares are indicated down over 5% at $7.41 this morning versus a 52-week range of $6.07 to $12.00. This is an example of what can happen when smaller companies lose their growth partners.

JON C. OGG

Filed under: Business Services, Earnings Warning, Internet Tagged: BBBB, CSCO, MSFT, PGI, PLCM, RVSN

The Serious Return of Stock Splits (CLH, OKS, OKE, ALXN, CERN, PLCM, CWT, OII, CSX, SIX, IIVI, FLO, CHD, PEIXD, C, AAPL, GOOG, NFLX)

Administrator — Wed, 08 Jun 2011 14:36:31 +0000

No money was injured while filming

Stock splits usually bring back memories of the old tech bubble and dot-com bubble. Fundamentally, nothing changes at the company other than that smaller investors get to invest in shares at a lower nominal share price. Now that the markets have recovered so much, with the recent weeks as an exception, we are seeing many companies with higher share prices starting to announce stock splits. There may even be more current stock splits pending and freshly affected than we can remember seeing in years.

We have seen major stock split announcements from the likes of many companies. Some of the larger splits are from the following: Clean Harbors, Inc. (NYSE: CLH); Oneok Partners LP (NYSE: OKS); Alexion Pharmaceuticals, Inc. (NASDAQ: ALXN); Cerner Corporation (NASDAQ: CERN); Polycom, Inc. (NASDAQ: PLCM); California Water Service Group (NYSE: CWT); Oceaneering International, Inc. (NYSE: OII); CSX Corp. (NYSE: CSX); Six Flags Entertainment Corporation (NYSE: SIX); II-VI Inc. (NASDAQ: IIVI); Flowers Foods, Inc. (NYSE: FLO); and Church & Dwight Co. Inc. (NYSE: CHD). We even have a fresh reverse stock split from Pacific Ethanol, Inc. (NASDAQ: PEIXD). You might think it learned from Citigroup, Inc. (NYSE: C) but Pacific Ethanol did not have a choice if it wanted to keep its listing.

There is also no way to have an article about stock splits without pondering when or what it would take for great companies like Apple Inc. (NASDAQ: AAPL), Google Inc. (NASDAQ: GOOG) or Netflix, Inc. (NASDAQ: NFLX) to consider splitting their shares.

The road to stock splits has really become more common. We have not seen this many pending splits in years. These are not presented in any significant order.

Clean Harbors, Inc. (NYSE: CLH) announced a two-for-one stock split in the form of a dividend payable on July 26, 2011 to holders of record at the close on July 6, 2011.

On Tuesday came word from Oneok Partners LP (NYSE: OKS) that it planned to conduct a two-for-one split of its common and class-B units. This was its first split and you rarely see “units” split. It is 43% owned by its general partner, Oneok Inc. (NYSE: OKE).

In May came a biotech stock split from Alexion Pharmaceuticals, Inc. (NASDAQ: ALXN). It previously approved a 2-for-1 stock split and shares began trading on a split-adjusted basis on May 23. Shares went from almost $100 to under $50…

Also in May came word from Cerner Corporation (NASDAQ: CERN) that its board of directors had approved a 2-for-1 stock split in the form of a dividend for holders of record on June 15, 2011. The distribution date for the new shares is June 24, 2011.

Polycom, Inc. (NASDAQ: PLCM) announced last month after its pact with H-P that its board of directors approved a two-for-one split of its stock in the form of a stock dividend for holders of record at the close of business on June 15.

Filed under: Dividend, Shareholder Issues, Stock Splits Tagged: AAPL, ALXN, C, CERN, CHD, CLH, CSX, CWT, FLO, GOOG, IIVI, NFLX, OII, OKE, OKS, PEIXD, PLCM, SIX

Top Analyst Upgrades & Downgrades (AEO, ADI, MT, BCS, CSCO, DMND, FSLR, FWLT, FITB, HSY, PLCM, ROST, STX, SYMC, TWGP, MTN, WDC)

Administrator — Thu, 12 May 2011 12:28:14 +0000

These are some of the top analyst upgrades, downgrades, and initiations seen from Wall Street research calls this Thursday morning.

American Eagle Outfitters, Inc. (NYSE: AEO) Cut to Hold at Jefferies.
Analog Devices Inc. (NYSE: ADI) Reiterated Buy and $50 target at Gleacher & Co.
ArcelorMittal (NYSE: MT) Raised to Hold at S&P Equity Research.
Barclays plc (NYSE: BCS) Raised to Buy at Citigroup.
Cisco Systems, Inc. (NASDAQ: CSCO) Cut to Hold at Canaccord Genuity; Cut to Neutral at Baird.
Diamond Foods, Inc. (NASDAQ: DMND) Started as Buy at Deutsche Bank.
First Solar, Inc. (NASDAQ: FSLR) Reiterated Buy and $160 target at Auriga.
Foster Wheeler AG (NASDAQ: FWLT) Reiterated Outperform and raised target to $47 at Credit Suisse.
Fifth Third Bancorp (NASDAQ: FITB) Started as Overweight at Morgan Stanley.
Hershey Co. (NYSE: HSY) Raised to Buy at Argus.
Polycom, Inc. (NASDAQ: PLCM) Raised to Outperform as Bull of the Day at Zacks.
Ross Stores Inc. (NASDAQ: ROST) Started as Buy at UBS; Raised to Hold at Jefferies.
Seagate Technology PLC (NYSE: STX) Started as Buy at Auriga.
Symantec Corporation (NASDAQ: SYMC) Raised to Neutral at BofA/ML.
Tower Group, Inc. (NASDAQ: TWGP) Maintained Underperform as Bear of the Day at Zacks.
Vail Resorts Inc. (NYSE: MTN) Cut to Neutral at BofA/ML.
Western Digital Corp. (NYSE: WDC) Started as Buy at Auriga.

You can join our free daily email distribution list to hear more about analyst upgrades and downgrades, top day trader and active trader alerts, dividend trends, news on Buffett and other investment gurus, IPOs, secondary offerings, private equity, and more.

JON C. OGG

Filed under: Analyst Calls Tagged: ADI, AEO, BCS, CSCO, DMND, FITB, FSLR, FWLT, HSY, MT, MTN, PLCM, ROST, STX, SYMC, TWGP, WDC

Secondary Valuation Winners After Skype-Microsoft Deal (MSFT, GOOG, CSCO, CTXS, EBAY, PGI, CALL, VG, RVSN, PLCM)

Administrator — Tue, 10 May 2011 12:51:20 +0000

Skype is no longer going to be one of our Top 17 IPOs to Watch in 2011 any longer… Microsoft Corporation (NASDAQ: MSFT) has wiggled in and cut Google Inc. (NASDAQ: GOOG) and Facebook out of their negotiations with Skype. This morning Microsoft confirmed that it would acquire Skype for some $8.5 billion from private equity group Silver Lake.

Google Inc. (NASDAQ: GOOG) and Facebook would be the first losers here. Cisco Systems, Inc. (NASDAQ: CSCO) has already been under fire from many angles, but it has its Telepresence efforts and it owns WebEx and bought Tandberg for its web communications. This s just one more established strong competitor for Cisco. Citrix Systems, Inc. (NASDAQ: CTXS) also owns GoToMeeting, and you can argue that this drives the value up for GoToMeeting or you can argue that it is just one more competitive threat.

eBay Inc. (NASDAQ: is the immediate winner here in this Skype-Microsoft tie-up. eBay is still a partial owner of close to 30% of Skype after selling its majority interest. $8.5 billion is much higher than what the IPO value was going to be, and now eBay can realize an instant win here. In effect it will have sold Skype twice if you think about it. Shares are up about 4% at $34.45 pre-market.

Premiere Global Services, Inc. (NYSE: PGI) has now shed its old legacy fax business via PGiSend. The company brings together more than 15 million people in nearly 4 million virtual meetings each month. It also recently launched its new iMeet.com site for these meetings and the video compression for live meetings is incredible. Its most recent quarterly revenues were up almost 4% to $116.9 million and the company is both profitable and trades like a value stock.

VocalTec Communications Ltd. (NASDAQ: CALL) is one that is hard to say will be a direct winner based upon a “valuation boost” but the company did turn out to be a huge win for those who bought shares upon the announcement that it was acquiring magicJack that you see advertised as the dirt-cheap phone service on TV commercials. It has sold over seven million magicJacks and recently gave guidance for its first quarter of $30.9 million and approximately $0.22 EPS.

Vonage Holdings Corporation (NYSE: VG) was hit last week after earnings and shares dipped back under $5.00. Its income from operations increased to $30 million from $25 million in the year ago quarter although revenue was down marginally to $220 million. Subscriber lines are not really growing, but it listed some 2,408,228 subscriber lines at the end of the quarter.

RADVision Ltd. (NASDAQ: RVSN) and Polycom, Inc. (NASDAQ: PLCM) are two other players for video conferencing and they might be able to claim higher relative valuation as a result. The problem is that higher valuation here might be counteracted by tighter competition and further sector lock-out as a result.

This Skype-Microsoft deal may act as a lesson learned for Facebook and its super-young management team… Until Facebook goes public, you will continue to not be able to adequately fight these other buyouts if you want to chase them.

JON C. OGG

Filed under: Business Services, Consumer Electronics, Editor's Picks, Internet, IPOs, Mergers and Buy Outs, Private Equity, Software, Technology Companies, Telecom Tagged: CALL, CSCO, CTXS, EBAY, GOOG, MSFT, PGI, PLCM, RVSN, VG

Top Analyst Upgrades & Downgrades (AMZN, AMR, BIDU, FSLR, GE, JNS, LULU, MS, NOVA, OVTI, PFE, PLCM, RNET, WDR)

Administrator — Mon, 24 Jan 2011 13:18:47 +0000

These are some of this Monday’s top analyst calls with upgrades, downgrades, and initiations seen from Wall Street research firms.

Amazon.com Inc. (NASDAQ: AMZN) Reiterated Buy with $198 target at BofA/ML.
AMR Corporation (NYSE: AMR) maintained as Buy with $10 target at Argus.
Baidu, Inc. (NASDAQ: BIDU) Started as Outperform at Macquarie.
First Solar, Inc. (NASDAQ: FSLR) Raised to Conviction Buy List at Goldman Sachs.
General Electric Co. (NYSE: GE) Reiterated Outperform and raised target to $23 at Credit Suisse.
Janus Capital Group Inc. (NYSE: JNS) Cut to Neutral at BofA/ML.
Lululemon Athletica Inc. (NASDAQ: LULU) Raised target to $75 at RBC.
Morgan Stanley (NYSE: MS) Reiterated Buy and raised targets at Argus.
NovaMed Inc. (NASDAQ: NOVA) Raised to Neutral at Piper Jaffray.
OmniVision Technologies Inc. (NASDAQ: OVTI) Cut to Neutral at Baird.
Pfizer Inc. (NYSE: PFE) Reiterated Outperform at Credit Suisse.
Polycom, Inc. (NASDAQ: PLCM) Cut to Hold at Argus.
RigNet, Inc. (NASDAQ: RNET) STarted as Buy at Jefferies.
Waddell & Reed Financial Inc. (NYSE: WDR) Raised to BUy at BofA/ML.

In case you missed the top six analyst calls of last week, we chose F5 Networks, Inc. (NASDAQ: FFIV), MannKind Corporation (NASDAQ: MNKD), PDL BioPharma, Inc. (NASDAQ: PDLI), Sterling Bancshares, Inc. (NASDAQ: SBIB), Google Inc. (NASDAQ: GOOG), and Apple Inc. (NASDAQ: AAPL) as those top calls. Also, in biotech and pharma there were many standout upgrades and downgrades during the week.

JON C. OGG

Filed under: Analyst Calls Tagged: AMR, AMZN, BIDU, FSLR, GE, JNS, LULU, MS, NOVA, OVTI, PFE, PLCM, RNET, WDR