Same Reports, Two Different Takes
From Ticker Sense New Inflation Fears Cap a Rocky Week” – New York Times 3/18/07 “Upbeat Outlook for US Inflation” – Financial Times 3/17/07 When investors get caught up in the tick by tick…
All Work
Douglas A. McIntyre
Is Google a Buy? Cramer’s Stand-In Thinks So, Somewhat Anyway
Today’s video of Wall Street Confidential from TheStreet.com, it wasn’t Cramer but Vishesh Kumar (The Street’s internet analyst) that was reviewing if Google (GOOG) is a buy. They discussed the Google-Viacom suit. Kumar said…
Activist Updates: ABN AMRO (ABN) and Take-Two Interactive (TTWO)
From 13D Tracker Updates on a couple of activist situations: ABN AMRO Holding (NYSE: ABN) is higher today on reports from the Times of London that Barclays PLC has hired advisors in an attempt…
UPDATE: Constellation Software Said Raised Offer for Manatron (MANA) Rejected, Lowers Stake
From 13D Tracker In an amended 13D filing on Manatron Inc. (Nasdaq: MANA), Constellation Software disclosed a raised offer for the company from $9 to $10. The firm said the proposal was rejected by…
Barington Capital Discloses 5.2% Stake in Lancaster Colony (LANC), Request Divestitures and $300M Buyback
In a 13D filing on Lancaster Colony Corp. (Nasdaq: LANC), Barington Capital and related parties disclosed a 5.2% stake in the company. The firm also said the company should implement a number of measures…
StreetInsider.com Unusual 11 Mid-Day Movers 03/19/2007
ACADIA Pharmaceuticals (Nasdaq: ACAD) 107% HIGHER; Announced positive top-line results from its Phase II schizophrenia co-therapy trial with ACP-103, ACADIA’s proprietary and selective 5-HT2A inverse agonist. The co-therapy arms with ACP-103 demonstrated statistically significant…
Will Apple Move To AMD?
The Inquirer is reporting that Apple (AAPL) may begin to use AMD (AMD) for one or more of its new Macs. With AMD’s stock down sharply over the last year, it could use any…
Biotech Implosion: AtheroGenics (AGIX)
AtheroGenics Inc. (AGIX-NASDAQ) is the latest biotech implosion this morning. It went from bad to worse as its late-stage clinical study for heart disease treatment failed to meet endpoints, although the company is proceeding…
Pre-Market Stock News (MAR 19, 2007)
(ABN) ABN AMRO is in an informal acquisition round of talks where Barclays would acquire the company.(ALXN) Alexion Pharma gets FDA marketing approval for Soliris.(ANPI) Angiotech Pharma announces the initiation of its United States…
Goldman Sachs Research Summary (MAR 19, 2007)
Cellcom Israel Ltd. (CEL-NYSE) started as Neutral at Goldman Sachs. Advanced Energy Industries, Inc. (AEIS-NASDAQ) earnings estimates were raised from $1.00 to $1.05 this year but next fiscal year estimates went from $1.10 down…
Full Research Summary (MAR 19, 2007)
ACC cut to Mkt Perform at Wachovia.ACTS cut to Peer Perform at Bear Stearns.ALTI started as Buy at Merriman Curhan Ford.ANAD started as Buy at Jefferies.ANN raised to Mkt Perform at Piper Jaffray.ARXT raised…
Cramer’s Biotech Zombie Looking Up
On Friday’s MAD MONEY on CNBC, Jim Cramer discussed Nastech Pharma (NSTK). This is one of the biotech zombies that has fallen from grace, but Cramer thinks they have some winning compounds worth a…
Earlybird Analyst Calls (MAR 19, 2007)
ACC cut to Mkt Perform at Wachovia.ALTI started as Buy at Merriman Curhan Ford.ANAD started as Buy at Jefferies.ANN raised to Mkt Perform at Piper Jaffray.ARXT raised to Strong Buy at First Albany.BEAS raised…
Nokia Fires On Qualcomm
Qualcomm’s (QCOM) license with its largest customer Nokia (NOK) expires in April. Wall St. has been concerned about the amount of revenue involved and that has helped hold down Qualcomm’s stock. The news just…
Europe Markets 3/19/2007 DaimlerChrysler Up
Stocks: (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DB)(DT)(SAP)(SI)(ALU)(AXA)(FTE)(STM)(V) Markets in Europe were higher at 5.40 AM New York time. The FTSE was up .6% to 6,169. Barclays was up .1% to 683.5. BP was down .2% to 510.5. BT was…
VoIP Patent Wars
BusinessWeek says that there are over 2,000 VoIP patents and the some of the holders are getting more aggressive in enforcing their rights as the industry grows. Verizon (VZ) has already won a high-profile…
Media Digest 3/29/2006 Reuters, NYTimes, SWJ, FT, Barron’s
According to Reuters, several British newspapers have confimed that Barclays (BCS) is in merger talks with ABN Amro. Reuters writes that the head of United Airlines says he would support "open skies" even though…
Asia Markets 3/19/2007 China Mobile Up
Stocks: (CAJ)(FUJ)(HIT)(HMC)(NTT)(DCM)(SNE)(TM)(CHU)(CHN)(CHL)(PCW)(HBC) Markets in Asia were sharply higher. The Nikkei was up 1.6% to 17,010. Bridgestone was up 2.2% to 2325. Canon was up 2.9% to 6440. Fuji Film was up 1.3% to 4760.…
The Week Ahead (19 March 2007)
By William Trent, CFA of Stock Market Beat The major events on this week’s economic calendar include: Housing Starts (Tuesday). The FOMC Announcement (Wednesday) Significant earnings reports include: Large Cap Watch List member Oracle…
The Monday Edition- Going Gold
By Yaser Anwar, CSC of Equity Investment Ideas This week I’d like to cover topics surrounding gold. From a) Market Sentiment to b) Demand and c) Supply to d) Implications of de-hedging. Thanks in…