Pfizer Should Buy Teva
As Big Pharma companies lose share to generics, Wall St.’s theory is that they should buy smaller companies that are developing new, hot drugs. If Big Pharma can’t fill its pipeline through R&D alone,…
All Work
Douglas A. McIntyre
Europe Markets 1/23/2007 Alcatel-Lucent Down Over 10%
Stocks: (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DT)(DB)(SAP)(SI)(ALU)(AXA)(FTE)(V) Markets in Europe were narrowly mixed at 5.30 AM New York time. The FTSE was up .2% to 6,229. Barclays was up .3% to 745. BP was up .4% to 543. BT…
Market Yawns At Sun Deal With Intel
Sun Microsystems (SUNW) picked Intel (INTC) to supply chips for its servers after years of an exclusive relationship with Intel rival AMD (AMD). Intel is even going to use its engineers to make Sun’s…
GAP (GPS) CEO: Fired For Outperforming Market
Paul Pressler was fired as CEO of Gap (GPS). He started at the company in September 2002. Over the last five years, almost all under Pressler, Gap stock has outperformed the S&P, by a…
Media Digest 1/23/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, The Nasdaq Stock Exchange (NDAQ) criticized the London Stock Exchange (LSE) for refusing to discuss its takeover offer. Reuters writes that Alcatel-Lucent (ALU) lost over a tenth of its market cap…
Asia Markets 1/23/2007 Cathay Pacific Down, China Mobile Up
Stocks: (CAJ)(FUJ)(HIT)(HMC)(NIPNY)(NTT)(SNE)(TM)(VHL)(CHU)(CN)(PCW)(HBC) Markets in Asia were relatively flat. The Nikkei was down .1% to 17,409. Bridgestone was down .8% to 2645. Canon was up 1.6% to 6550. Fuji Film was down 1.1% to 4880.…
After a 40% Drop, Crude Oil Might Be Nearing Bottom
By Chad Brand of The Peridot Capitalist With warm weather and worries over a slowing economy globally, crude oil has been under extreme pressure in recent weeks. While such a dramatic turn of events…
Crude Oil Price Chart
From Ticker Sense Crude Oil is currently in a nasty bear market, but from the looks of its price chart, it may be due for a bounce off of the bottom of its trendline. …
Sell Tech Based on the Calendar? It Depends on Your Horizon
From Ticker Sense Last Tuesday night, Jim Cramer told his Mad Money viewers that they should sell tech based on the calendar. His recomendation was based on the premise that historically speaking, the sector…
Analyzing Citigroup (C)
By Yaser Anwar, CSC of Equity Investment Ideas Citi reported 4Q EPS of $1.03. One time items included charges for Japan Consumer Finance down $0.10 or $489 mil and gain from the sale of…
SLAB: Silicon Labs Wants to Put Radios Everywhere
By William Trent, CFA of Stock Market Beat As a small-cap semiconductor company, Silicon Labs must rely on innovation to drive growth and stand out from the crowd. To do so, Silicon Labs relies…
PLT: Plantronics Can’t Pull a Quick(silver) One On Investors
By William Trent, CFA of Stock Market Beat Unfortunately we didn’t reverse our bullish position when we noticed the odd Oracle/Plantronics lovefest. It nailed Oracle’s (ORCL) miss, and we should have sold Plantronics (PLT)…
TXN: The Exhilerating Liberation of Low Expectations
By William Trent, CFA of Stock Market Beat In education, low expectations has been labeled a “soft tyranny.” In investing, they can be something else altogether. As Notablecalls noted yesterday on SeekingAlpha: Notablecalls: Looks…
Trimas: Weakening Intangibles
From AAO Weblog Trimas, the maker of engineered products, filed a nonreliance 8-K last Wednesday because it had previously overestimated the lives of unnamed customer relationship intangibles in all of its quarterly filings for…
Avalon Correctional Services – a possible “Prison Break”-out?
Posted by David Polonitza In honor of the new season of one of the best shows on TV, Prison Break, I will profile a prison-related company that is trading below its intrinsic value Avalon…
Cramer MAD MONEY Recap From Last Night
Main Stock Tickers: RIO, OIH, SLB, COF, CRDN On Monday night’s MAD MONEY on CNBC, Jim Cramer discussed oil services stocks having bottomed and started a series of his favoriteforeign names you can invest…
IPO Pricing: AeroVironment
AeroVironment Inc.(AVAV-NASDAQ) has priced its IPO. This was one that we thought was supposed to price later in the week, but the demand was there for a premium pricing or the late-week indication was…
Cramer Refutes the Sell Rating on Ceradyne (CRDN)
Cramer interviewed Joel Moskowitz, CEO of Ceradyne (CRDN), to end MAD MONEY on CNBC tonight. Cramer said that the recent SELL rating from FBR on concerns of a potential demand cut from body armor…
Cramer Says Capital One’s Miss Wasn’t the Issue: It’s In His Wallet
Cramer also asked tonight on MAD MONEY on CNBC about Capital One (COF) and how its numbers weren’t great nor was guidance, but the stock climbed big. He said the newswires panned it and…
Cramer Calls a Bottom in Oil Service Stocks (SLB, OIH)
Main Stock Tickers: OIH, SLB Cramer also said on tonight’s MAD MONEY that oil service stocks have made the turn for the better. By reviewing Oil Service HOLDRS (OIH) you can see the sector…