All Work

Douglas A. McIntyre

Pre-Market Stock Notes (FEB 22, 2007)

(BA) Boeing won a 4-plane order from British Air for its 777 jets.(CHE) Chemed $0.73 EPS vs $0.57e; unsure if comparable.(CLRT) Clarient receives new patent covering rare cell detection.(CROX) Crocs trading up 2% pre-market…

Douglas A. McIntyre · 20 years ago

Analyst Calls (FEB 21, 2007)

ACAS raised to Buy at SunTrust Robinson Humphreys.ACAS cut to Neutral at B of A.ACOR cut to Neutral at B of A.AINV cut to Neutral at B of A.AMGN started as Neutral at UBS.BIIB…

Douglas A. McIntyre · 20 years ago

Is Vonage (VG) Going Wifi?

Engadget writes that Vonage (VG) may be teaming up with Earthlink (ELNK) to offer a WiFi-enabled phone that can allow VoIP calls but can switch to a cellular signal if the WiFi signal is…

Douglas A. McIntyre · 20 years ago

HP Drives Dell Closer To The Cellar

HP’s (HPQ) earnings were good. Net income rose 26%. But, that was only part of the story. With laptop revenue rising 40%, it would appear that Dell is losing more share to HP. And,…

Douglas A. McIntyre · 20 years ago

Europe Markets 2/21/2007 Axa Up, Vodafone, France Telecom Down

Stocks:  (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DB)(DT)(SAP)(SI)(ALU)(AXA)(FTE)(STM)(V) Markets in Europe were narrowly mixed at 6.15 AM New York time. The FTSE was down .2% to 6,400. Barclays was up .1%to 785.5. BP was down .8% to 526.5. BT was…

Douglas A. McIntyre · 20 years ago

Cable’s Magic Bullet May Hurt Cisco And Motorola

The cable industry is sick of having dozens of different set-top boxes, DVRs, remotes, and a laundry list of other devices that are not compatible from cable system to cable system. So, the cable…

Douglas A. McIntyre · 20 years ago

Updating CEO’s Who Need to Leave: Sirius & XM

Back on December 19, we were not just continuing the call for a merger between XM Satellite Radio (XMSR-NASDAQ) and Sirius Satellite Radio (SIRI-NASDAQ).  We gave a blueprint for the merger and how the…

Douglas A. McIntyre · 20 years ago

As YouTube Plans Fail, It May Look Back On Original Business

To add insult to injury, YouTube not only lost a potential relationship with Viacom (VIA) to peer-to-peer video company Joost, CBS (CBS) has also left the negotiating table. After intense negotiations, a deal  to…

Douglas A. McIntyre · 20 years ago

Dell’s $5M Severance Package for Kevin Rollins

The details of Kevin Rollins exit package are out from Dell (DELL-NASDAQ), and while it is low there is really no reason to say the package was too low.  Rollings will receive a total…

Douglas A. McIntyre · 20 years ago

SEC’s Massive Workload

As if the options back-dating scandal, which involves over 100 companies, was not enough, there is an emerging investigation into the use of inside information at America’s top investment banks. According to Fortune, the…

Douglas A. McIntyre · 20 years ago

Media Digest 2/21/2007 Reuters, WSJ, NYTimes, FT, Barron’s

According to Reuters, net income at Hewlett-Packard (HPQ) roe 26% on strong PC and printer sales. Reuters writes that Warner Music (WMG) has indicated that its bid for rival music group EMI would be…

Douglas A. McIntyre · 20 years ago

Asia Markets 2/21/2007 PCCW, China Mobile Up

Markets in Asia were narrowly mixed. The Nikkei was down .1% to 17,913. Bridgestone was up .8% to 2585. Canon was down 2.3% to 6470. Fuji FIlm was down .8% to 5210. Hitachi was…

Douglas A. McIntyre · 20 years ago

HPQ: Hewlett Packard Earnings

By William Trent, CFA of Stock Market Beat HP Reports First Quarter 2007 Results: Financial News – Yahoo! Finance HP (HPQ) today announced financial results for its first fiscal quarter ended Jan. 31, 2007,…

Douglas A. McIntyre · 20 years ago

Analyzing Hewlett-Packard (HPQ)

By Yaser Anwar, CSC of Equity Investment Ideas HPQ posted results above expectation with revenues of $25.1 billion and EPS of $0.65 vs Street estimates of $24.3 billion and $0.62. HP’s PC growth far…

Douglas A. McIntyre · 20 years ago

Say It Ain’t So, Croc

From AAO Weblog This in from Sydney, Australia via WebCPA: actor Paul Hogan, a.k.a. “Crocodile Dundee,” has been linked to an Australian investigation of tax fraud. “According to the newspaper The Australian, a string…

Douglas A. McIntyre · 20 years ago

Tuesday’s Top Biotech and Medical Stocks

From BioHealth Investor Biotechnology INSMED INC +29.66% BIODELIVERY SCI INTL +26.90% CYTRX CP +15.85% BIONOVO INC +15.83% AURIGA LABORATORIES +10.89% Diagnostic Substances ICAGEN, INC. +22.86% THRESHOLD PHARMACEUT +9.25% AVIGEN INC +8.36% PRESSURE BIOSCIENC +6.23%…

Douglas A. McIntyre · 20 years ago

Novadel Drops After Zensana Launch Delayed by Hana Biosciences

by H.S. AyoubBioHealth Investor.com Shares of Novadel (NVD), a BHI Stock Pick, lost 13% in after hours trading on Tuesday following an announcement by Hana Biosciences (HNAB) that the launch of Zensana will be…

Douglas A. McIntyre · 20 years ago

Endowment Update

Posted by Mebane Faber Below is a table constructed from the 2006 Annual Reports from the Harvard and Yale Endowments. Similar in content to my previous post analyzing how a simple buy and hold…

Douglas A. McIntyre · 20 years ago

Do Borders and Barnes & Noble have a future together?

By David Polonitza Pershing Square Capital Management, the hedge fund that successfully forced Wendy’s into their restructuring plan that saw the spin-off of Tim Horton’s, recently revealed in their 13F filing with the SEC…

Douglas A. McIntyre · 20 years ago