All Work

Douglas A. McIntyre

Pre-Market Stock News (APR 2, 2007)

(AAPL) Apple’s iTunes will drop the antipiracy software of EMI’s music.(ACAD) Acadia announced update filing for its 5 million share offering to include 750,000 shares for the overallotment.(ADG) Allied Defense Group CFO is leaving…

Douglas A. McIntyre · 20 years ago

Earlybird Analyst Calls (APR 2, 2007)

AGU cut to Sector Perform at CIBC.AMKR raised to Overweight at JPMorganASR raised to Buy at UBS.ATO cut to Neutral at JPMorgan.AVT cut to Mkt Weight at Thomas Weisel.BLKB cut to Hold at Jefferies.BRKR…

Douglas A. McIntyre · 20 years ago

Why Is First Data Worth 26% More?

KKR is offering $34 in cash for First Data (FDC), a credit card and payment processor. Oddly enough, the stock has moved up nicely over the last two weeks. It traded for $24.38 on…

Douglas A. McIntyre · 20 years ago

Microsoft Cannot Afford To Lose Bidding For DoubleClick

DoubleClick is the largest broker of display advertising on the internet. The company was once public but is now owned by private equity interests. DoubleClick’s main business is to serve the advertisements that appear…

Douglas A. McIntyre · 20 years ago

Apple And The Pirate Ship: EMI Gives In

Apple (AAPL) has convinced music publishing giant EMI to sell most of its recordings without the protection of digital rights management software. It is a victory of hope over reason. EMI must now believe…

Douglas A. McIntyre · 20 years ago

Media Digest 4/2/2007 Reuters, WSJ, NYTimes, FT, Barron’s

According to Reuters, KKR has agreed to acquire First Data (FDC) for $29 billion, a 26% premium. Reuters writes that AT&T (T) and American Movil are acquiring a controlling interest in Telecom Italia (TI),…

Douglas A. McIntyre · 20 years ago

Asia Markets 4/2/2007 Shanghai Up 2.2%

Stocks: (CAJ)(FUJ)(HIT)(HMC)(NIPNY)(NTT)(DCM)(SNE)(TM)(CHL)(CHU)(CN)(PCW)(HBC) Markets in Asia were mixed with Tokyo down and Shanghai Up. The Nikkei fell 1.5% to 17,028. Bridgestone was down .8% to 2335. Canon was down 1.9% to 6230. Fuji Film was…

Douglas A. McIntyre · 20 years ago

The Week Ahead (1 April 2007)

By William Trent, CFA of Stock Market Beat The Economic Calendar is fairly light, though two important reports book-end the week: On Monday is the ISM Manufacturing Index (Consensus 51.5). We’ll take the under.…

Douglas A. McIntyre · 20 years ago

Broadridge Financial Solutions, Inc (BR)

From Value Discipline ADP has just spun off its Brokerage Services Group into a separately traded company called Broadridge Financial Solutions (BR.) The basis of the spin off was a tax free dividend of…

Douglas A. McIntyre · 20 years ago

The Monday Edition- Copper & Chile

By Yaser Anwar, CSC of Equity Investment Ideas This week I’d like to talk about: Copper (The Chinese Factor & Demand) & Chile (Economic environment) alongside Risks & Short-Covering (slow US growth & more).…

Douglas A. McIntyre · 20 years ago

In Search Of: A New Name For “Passive”

From Investment Intelligencer One of the many reasons "passive" investing gets dissed is that its name–"passive"–is both misleading and deflating.  Who wants to be "passive"?

Douglas A. McIntyre · 20 years ago

YUM – Yum Brands Inc. – Globalization Drives Growth

By Saul Sterman 04/01/2007 Do you recall marketing 101? Here’s a quick recap. Use the ‘cash cow’ to build the ‘rising star’. Not bad, a whole semester in one sentence! The Yum cash cow…

Douglas A. McIntyre · 20 years ago

XEL – Xcel Energy Inc.: Shocking High P/E

By CrossProfit 04/01/2007 In 2006 utility M&A activity started in February with Keyspan Corp (KSE) being acquired by National Grid (NGG) @$41.50 cash. We anticipated this move and expected final regulatory approval to be…

Douglas A. McIntyre · 20 years ago

YHOO – Yahoo! Inc: Panama, Passage to Better Earnings

By CrossProfit 04/01/2007 Though Yahoo! is not a verb it is definitely a household word. There is no question that Yahoo! was asleep at the helm allowing the social networking and online video trends…

Douglas A. McIntyre · 20 years ago

AT&T Goes After International Domination

AT&T (T) and American Movi (AMX)l are offering almost $3.5 billion to take over two-thirds of the holding company that controls Italy’s largest phone company, Telecom Italia (TI). AT&T is doing the smart thing.…

Douglas A. McIntyre · 20 years ago

Daimler: Beggars Can’t Be Choosers

Late word from Germany is that DaimlerChrysler (DCX) will not let just anyone buy its Chrysler auto unit. The Wall Street Journal speculates that Daimler management will want to share technology with its US…

Douglas A. McIntyre · 20 years ago

EGL: Private Equity Madness

By Ryan Barnes of 24/7 Wall St. Second Institutional Holder of EGL Questions Buyout Motive Federated Kauffman filed suit against EGL Inc. (EAGL) on behalf of their Small Cap Fund this weekend, the second…

Douglas A. McIntyre · 20 years ago