Cramer Wants To Speculate on Biosite (BSTE)
Cramer has a speculative play that could be bought: BioSite (BSTE), a medical diagnostics company that you want to be in if the democrats take over after next year. This is one of the…
All Work
Douglas A. McIntyre
TXU To Be Acquired by KKR in Largest Deal of Its Type (TXU, BRK/A)
CNBC’s merger star watch dog and scoop artist David Faber just announced that TXU Corp. (TXU) will be acquired by KKR over the weekend. TXU is the Texas power plant that controls much of…
The Week of Cramer (FEB 20-23)
This wasn’t just a short week for the markets. It was a shortened week of Cramer as well. As usual, Cramer had some controversial calls. Some of these calls were a bit off base…
Sourcefire Sets IPO Terms
Sourcefire, Inc. (FIRE-NASDAQ) has filed an amended IPO filing and the terms for the IPO have been set: It is 5.77 million shares with a price range of $12.00 to $14.00 per share. Underwriters…
Companies Management Can’t Fix: Majesco Entertainment (COOL)
Majesco Entertainment (COOL-NASDAQ) may have a very hard time surviving if it can’t find a way to recapitalize. It recently added Gui Karyo, former president of Marvel (MVL) publishing, as VP of Operations. Unfortunately…
Brazilian Homebuilder IPO: Gafisa SA (GFA)
Gafisa SA, a Brazilian homebuilder, has filed for an IPO in the United States. Since it already trades on the Sao Paulo Stock Exchnage in Brazil, this isn’t exactly a 100% true IPO. The…
Would A Private Equity Firm Buy Chrysler? No.
The Financial Times is saying that several private equity firms are looking hard at buying Chrysler from its German parent DaimlerChrysler (DCX). The players apparently include Apollo Management LP, the Blackstone Group, the Carlyle…
Earnings Season Ends
From Ticker Sense Wal-Mart’s (WMT) report on Tuesday marked the end of fourth quarter earnings season. For the quarter, 67% of S&P 500 companies beat estimates while 19% missed. The 67% beat rate is…
Wall Street Likely to Yawn Despite Another Blowout Quarter for Chesapeake Energy
By Chad Brand of Peridot Capitalist The hardest thing for value investors oftentimes is to stand by one’s convictions, even when Wall Street doesn’t seem to take notice of what you see. Shares of…
Conolog Jumps on Unquantified Orders (CNLG)
This morning Conolog Corp (CNLG-NASDAQ) is up big after it issued a press release saying it sold 19 PTR Systems in various configurations from United States and Canadian electric utilities following the introduction of…
“Top Corporate Citizens” Don’t Alway Make Money For Investors
A magazine called Corporate Responsibility Officer puts out a list of the top corporate citizens. Investors should hope that some of the companies would stop being so nice and spend more time trying to…
Yum!my Down on Rats (YUM)
If you are a restaurant chain, what is the second worst thing that can happen? A LIVE rat infestation caught on live TV. Why is that the second worst? Because the worst would be…
Analyst Research (FEB 23, 2007)
ARNA started as Buy at Lazard.AT cut to Hold at Deutsche Bank.BIO cut to Neutral at Baird.C started as Overweight at JPMorgan.CERN started as Outperform at CIBC.CMVT raised to Outperform at RBC.CSCD started as…
Goldman Sachs Research Summary (FEB 23, 2007)
Federated Investors (FII) raised to Buy, and added to America’s Buy List.Monolithic Power (MOSY) downgraded from Buy down to Neutral. Earnings estimates Raised: FII, BEAS, VRGY, JCP, ESV, ENDP, HMA. Earnings estimates Decreased: HOG,…
Pre-Market Stock Notes (FEB 23, 2007)
(ALU) Alcatel-Lucent rose 2% overseas after winning patent case against MSFT for MP3 patents; plans to go after other suppliers as well.(BEAS) BEA Systems fell 3.5% after beating EPS targets but gave soft guidance.(DCX)…
Shorts Miss The Right Call On HP
The short interest in Hewlett-Packard fell 12 million shares in February. And, based on HP’s wonderful quarter, they should have been right to get out of the stock. But, Wall St. moved that stock…
Earlybird Analyst Research (FEB 23, 2007)
AT cut to Hold at Deutsche Bank.BIO cut to Neutral at Baird.C started as Overweight at JPMorgan.CERN started as Outperform at CIBC.CSCD started as Buy at Merriman Curhan Ford.EXC raised to Buy at Citigroup.FII…
Shorts Bet For GM, Against Ford
In February, short sellers moved out of General Motors (GM) and into Ford (F). The short interest in GM dropped 9 million shares, but at Ford shares short jumped 15 million. Wall St. was…
NYSE Short Interest, February 2007
Below is the short interest for selected stocks traded on the NYSE as of February 15, 2007. Changes compare to the short interest on January 12. Largest Short Postions Ford …
Europe Markets 2/23/2007 BP, Alcatel-Lucent Up, Prudential, DaimlerChryler Down
Markets in Europe are narrowly mixed at 6.10 AM New York time. The FTSE is down .2% to 6,370. Barclays is up .1% to 783. BP is up 1.2% to 527.5. BT is down…