Earnings Preview for Cisco Systems
Cisco Systems (CSCO-NASDAQ) is set to report earnings next Tuesday. While there are many others, this is the biggie for tech heads. This stock was just maintained a BUY at Goldman Sachs this morning…
All Work
Douglas A. McIntyre
Prince One Step Closer To Leaving Citigroup
There is an update to why Citigroup’s (C-NYSE) Chuck Prince is one of the 10 CEO’s that need to go. CNBC’s Charlie Gasparino just noted that Prince Alwaleed bin Talal (Citigroup’s largest holder) has…
Cramer’s Energy Trade
On today’s STOP TRADING segment on CNBC, Cramer has an energy trade. On Arch Coal (ACI-NYSE) Cramer said these have gone so low and oil has gone back up enough that it’s a matter…
What Can Buckley Do For 3M?
3M (MMM) is a name that has been kept in the disappointment file for some time under the "dead money" category and it is on the verge of going into the "companies that need…
Will Cramer Stay So Bullish on NYSE After Earnings?
NYSE Group (NYX-NYSE) has shown what might be interpreted as a dud of an earnings report. The operating results were $0.45 EPS versus $0.46 consensus estimates; the highest estimate is $0.49. Revenues were $658.5…
Goldman Sachs Morning Research Summary (FEB 2, 2007)
Murphy Oil (MUR) started as Buy with a $4.40 forward EPS target. Companhia Vale do Rio Doce-‘CVRD’ (RIO-NYSE/ADR) started as Neutral by Goldman. Goldman Sachs raised estimates on Peabody (BTU), Starwood (HOT), Tembec (TBO),…
Pre-Market Stock Notes (FEB 2, 2007)
(AAPL) Apple may be renegotiating with Cisco over the iPhone trademark; reports showing more requests for information over stock options.(AMZN) Amazon traded up 2% initially but now down almost 3% after earnings.(APC) Anadarko is…
24/7 Wall St. 2007 Break-Up Values: ADP $44 (Current Price $48.50)
By Ryan Barnes. Edited By Douglas A. McIntyre Automatic Data Processing (ADP) ADP – the 500lb gorilla of the HR services world – has seen its valuation get slowly eroded in the past few…
24/7 Wall St. 2007 Break-up Values: Caterpillar $85 (Current Price $65)
By Ryan Barnes. Edited By Douglas A. McIntyre Caterpillar Inc. (CAT) Price $65; Breakup Value $85 Caterpillar currently trades at a large discount to industry averages, and it is hard to determine why. Company…
Ford’s Mullaly: Is It Better To Rule In Hell
Milton put the word’s into the Devil’s mouth: "It is better to rule in Hell than to serve in Heaven." That must be Alan Mulally’s feeling since joining Ford (F) and leaving Boeing (BA).…
Disney Films iTune Failure
Disney (DIS), which has close ties to Apple (AAPL) due to Mr. Job’s presence on the entertainment company’s board, has gotten 1.3 million movie downloads through the iTune service. These movies are played on…
Is Options Back-Dating Good For Shareholders
According to The Wall Street Journal, Gartmore Small Cap Fund has risen about 30% in the last year, due, in part, in buying shares depressed by the options back-dating scandals. Shares in companies like…
Micheal Dell’s One Day Honeymoon
Michael Dell has not even had the time to put the CEO title on his business cards and he is greeted with a shareholder suit that alleged funny accounting between Dell (DELL) and its…
Microsoft’s China Problem
Mozilla.org, which makes the Firefox browser that competes with Microsoft’s Internet Explorer, will open a China office in the hopes of fighting Microsoft (MSFT) for share in the world’s second largest internet market. The…
Media Digest 2/2/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, Mozilla, which makes the main alternative to Microsoft’s (MSFT) Internet Explorer browser, is setting up an office in China to set up a fight in the world’s second largest online market.…
Why A Negative Savings Rate Isn’t All That Worrisome
By Chad Brand of The Peridot Capitalist From the AP: Personal Savings Rate for 2006 Drops to Negative 1 Percent, the Lowest Level in 74 Years "The Commerce Department reported Thursday that the savings…
Analyzing Exxon Mobil (XOM)
By Yaser Anwar, CSC of Equity Investment Ideas Earnings, excluding onetime, non-operating items, were $9.8 billion, EPS of $1.69 per share, well above EPS estimates of The Street, which were $1.5-1.53. Results were stronger…
IBM: Tough to Recruit in India
By William Trent, CFA of Stock Market Beat It’s been a while since we first started warning that the biggest problem for Indian IT outsourcing operations would be continuing to find enough employees to…
February Trends
From Ticker Sense It looks like the "First Day of the Month" bullish bias trumped the bearish implications of the month of February, as the S&P 500 finished the day up half a percentage…
ESOARs Approved, But Will They Fly?
From AAO Weblog Last June, we saw the invention of ESOARS – Employee Stock Option Appreciation Rights – by Zions Bancorporation. Zion’s purpose in designing the securities: to provide a valuation method for employee…