Posts for Ticker ‘PNM’

Bill Gates & Cascade New Stock Holdings (AN, BRK-A, CNI, KOF, FSCI, FMX, GBL, TV, OTTR, PCX, LGBT, PNM, RSG, SIX, BEE)

These are the new holdings (sans ETF and sans derivatives) for Bill Gates’ CASDADE INVESTMENT LLC As of September 30, 2008:

  • AUTONATION (NYSE: AN)                                5,263,588
  • BERKSHIRE HATHAWAY (NYSE: BRK-A)         4,050
  • CANADIAN NATL RY (NYSE: CNI)                     33,859,544
  • COCA COLA FEMSA S A B (NYSE: KOF)         857,128
  • FISHER COMMUNICATIONS (NASDAQ: FSCI)  455,700
  • FOMENTO ECONOMICO (NYSE: FMX)             20,966,795
  • GAMCO INVESTORS (NYSE: GBL)                  90,845
  • GRUPO TELEVISA SA (NYSE: TV)                  19,680,400
  • OTTER TAIL (NASDAQ: OTTR)                         2,556,499
  • PATRIOT COAL (NYSE: PCX)                          2,408,653
  • PLANETOUT (NASDAQ: LGBT)                        521,739
  • PNM RESOURCES (NYSE: PNM)                    7,019,550
  • REPUBLIC SERVICES (NYSE: RSG)               34,873,836
  • SIX FLAGS (NYSE: SIX)                                   10,210,600
  • STRATEGIC HOTELS & RESORT (NYSE: BEE) 4,190,000

You can join our open email distribution list to hear about holdings of Warren Buffett, Bill Gates, IPO’s, secondary offerings, private placements, merger, special situations, rumors, and more.

Jon C. Ogg
November 14, 2008

Posted on: November 14, 2008 – 4:35 pm in Activist Investor, Insider Activity, , , , , , , , , , , , , , ,

Early-Bird Analyst Upgrades (EMKR, IAG, PNM, PCLN, SDXC)

These are some of the very early morning upgrades and positive calls we have seen from the analyst community this Friday morning:

  • Emcore (EMKR) Started as Buy at Stanford Research.
  • IAMGold (IAG) Started as Overweight at Thomas Weisel.
  • PNM Resources (PNM) Raised To Market Perform at Wachovia.
  • Priceline.com (PCLN) Raised to Buy at Citigroup.
  • Switch & Data (SDXC) Started as Buy at SunTrust.

Jon C. Ogg
August 15, 2008

Posted on: August 15, 2008 – 6:16 am in Analyst Calls, , , , ,

Bill Gates Personal Stock Holdings (MSFT, CNI, FSCI, OTTR, LGBT, PNM, RSG, SIX, FMX, TV, BRK.A)

Below are most of the equity holdings listed for Bill Gates’ own Cascade Investment, L.L.C. as of December 31, 2007.  These were disclosed in a filing late in the week.  Keep in mind that these are not tied at all to Microsoft (NASDAQ: MSFT) and these also do not include the Bill & Melinda Gates Foundation either.  This also does not include any ETF holdings.  These are not quite all of his holdings inside of Cascade, but these are the bulk of the holdings:

Company (Ticker)                                                  Value                 Shares
Berkshire Hathaway (NYSE: BRK-A)             $573,480,000       4,050
Canadian National Rail (NYSE: CNI)           $1,589,028,000     33,859,544
Fisher Communications (NASDAQ: FSCI)  $17,298,000          455,700
Fomento Econmico Mexicano (NYSE: FMX)$412,617,000        10,810,000
Grupo Televisa S.A. (NYSE: TV)                      $467,803,000       19,680,400
Otter Tail Corp. (NASDAQ: OTTR)                  $88,455,000          2,556,499
PlanetOut Inc. (NASDAQ: LGBT)                    $3,240,000             521,739
PNM Resources Inc. (NYSE: PNM)               $150,569,000         7,019,550
Republic Services Inc. (NYSE: RSG)            $852,483,000         27,192,451
Six Flags, Inc. (NYSE: SIX)                              $20,728,000           10,210,600

If you want to see Mr. Gates’ new best friend’s holdings (that would be Warren Buffett) you can see all of those here for the same period.

Or you can see Carl Icahn’s top equity holdings as well.

Jon C. Ogg
February 16, 2008

Posted on: February 16, 2008 – 7:41 am in Insider Activity, , , , , , , , , , ,

Top 10 Pre-Market Analyst Calls (AIG, ANDE, BHI, PNM, SLB, SII, TWX, UL, WFT, WINN)

These are the top ten analyst calls that 247WallSt.com is focusing on in pre-market trading this Tuesday morning:

  • AIG (NYSE: AIG) downgraded to Equal Weight at Lehman.
  • Andersons (NASDAQ: ANDE) downgraded to Neutral from Buy at Banc of America.
  • Baker Hughes (NYSE: BHI) downgraded to Neutral from Buy at UBS.
  • PNM Resources (NYSE: PNM) downgraded to Equal Weight at Lehman and also downgraded to Hold from Buy at Citigroup.
  • Schlumberger (NYSE: SLB) raised to Outperform at Bear Stearns.
  • Smith International (NYSE: SII) downgraded to Neutral from Buy at UBS.
  • Time Warner (NYSE: TWX) raised to Buy from Neutral at UBS.
  • Unilever (NYSE: UL) downgraded to Hold from Buy at Citigroup.
  • Weatherford (NYSE: WFT) raised to Buy from Neutral at UBS.
  • Winn Dixie (NASDAQ: WINN) downgraded to Market Perform at FBR.

Jon C. Ogg
February 12, 2008

Posted on: February 12, 2008 – 7:27 am in Analyst Calls, , , , , , , , , ,

The 52-Week Low Club (AIG)(PRU)(ALL)(NURO)

American International Group (NYSE: AIG) Warns about more potentia write-offs and bad financial controls. Falls to $44.52 from 52-week high of $72.97.

PNM Res (NYSE: PNM) Numbers miss Wall St. estimates. Drops to $13.31 from 52-week high of $34.28.

CNA Financial (NYSE: CNA) Profits drop on investment losses. Shares sell off to $25.17 from 52-week high of $51.96.

Prudential NYSE: PRU) Industry woes and still slipping from earnings. Down to $66.76 from 52-week high of $103.27.

UBS (NYSE: UBS), Allstate (NYSE: ALL), and HSBC (NYSE: HBC) also all hit new lows.

Neurometrix (NASDAQ:NURO) Appears one of the company’s medical devices did not get approval. Falls to $5.25 from 52-week high $12.10.

Syntax Brillian NASDAQ: BRLC)  Delays filing results. Drops to $1.88 from 52-week high of $9.08.

Douglas A. McIntyre

Posted on: February 11, 2008 – 3:58 pm in HI/LOW, , , , , , , , ,

Top 10 Pre-Market Analyst Calls (ALL, GLW, DISH, GM, INTC, ITG, JNJ, PNM, RESP, UPL)

These are not the only top analyst calls impacting share prices this morning, but these are the main calls that 247WallSt.com is focusing on in pre-market trading this Friday morning:

  • Allstate (ALL) raised to Outperform at FBR.
  • Corning (GLW) started as Buy at Jefferies.
  • Echostar (DISH) raised to Market Perform from Underperform at Bernstein.
  • General Motors (GM) removed from JPMorgan Focus List.
  • Intel (INTC) downgraded to Neutral from Overweight at JPMorgan.
  • Investment Technology (ITG) raised to Buy from Neutral at Banc of America.
  • Johnson & Johnson (JNJ) started as Buy at UBS.
  • PNM Resources (PNM) raised to Buy from Hold at Jefferies.
  • Respironics (RESP) downgraded to Neutral from Buy at Banc of America.
  • Ultra Petroleum (UPL) started as Neutral at Sun Trust Robinson Humphrey; just noted last night by Cramer on MAD MONEY as his natural gas stock of 2008.

Jon C. Ogg
January 4, 2008

Posted on: January 4, 2008 – 7:57 am in Analyst Calls, , , , , , , , , ,

Pre-Market Analyst Calls (June 28, 2007)

ACL raised to Buy at Goldman Sachs.
ANDW cut to Neutral at Baird.
CRWN started as Buy at Oppenheimer.
CSCO raised to Buy at Merrill Lynch.
DNA reiterated Buy at Goldman Sachs with $102 target.
ENOC started as Hold at Canaccord Adams.
INTC raised to Overweight at Lehman.
IPG target cut to $13.50 at Deutsche Bank.
LSI estimates cut at Goldman Sachs.
PNM raised to Hold at Jefferies.
PNRA reiterated outperform at Baird.
PRAA raised to Buy at Jefferies.
RHT reiterated Outperform at Baird.
SYK cut to Neutral at Goldman Sachs.
TDG started as Neutral at B of A.

Jon C. Ogg
June 28, 2007

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

Posted on: June 28, 2007 – 6:47 am in Analyst Calls, , , , , , , , ,

Bill Gates & Cascade Holdings

These are the holdings of Cascade Investment Management, L.L.C. as of March 31, 2007.  For those that do not recognize the name "Cascade," that is Bill Gates own private investment vehicle he uses for outside unrelated and passive investments for his own money that is not tied to Microsoft operations.  Here are the holdings as of March 31 per the SEC FILING:

Stock                                                                                $$Value            Shares
BERKSHIRE HATHAWAY (BRK-A)        $441,410       4,050                
CANADIAN NAT. Rail (CNI-NYSE)        $1,387,530      31,434,745            
FISHER COMMUN. (FSCI-NASDAQ)    $22,147         455,700   
FOUR SEASONS HOTEL (FS-NYSE)   $57,483         715,850   
GRUPO TELEVISA SA (TV-NYSE)         $579,288      19,439,200 
OTTER TAIL CORP (OTTR-NASDAQ)   $87,535       2,556,499   
PNM RES INC  (PNM-NYSE)                   $210,581       6,519,550
REPUBLIC SVCS INC (RSG-NYSE)     $756,494      27,192,451 
SIX FLAGS INC  (PKS-NYSE)                  $61,366      10,210,600
WESTERN ASSET
CLAYMORE US TR                                    $26,425       2,270,200   
WESTERN ASSET/CLYMRE
US TR INF (WIA-NYSE)                             $48,872       4,113,800 

Jon C. Ogg
May 15, 2007

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

Posted on: May 15, 2007 – 4:42 pm in Uncategorized, , , , , , , , , ,