Eagerly Awaiting the KBW IPO Tonight
KBW, Inc., the parent of Keefe, Bruyette, & Woods and a stellar investment bank that tends to focus on the financial sector, is set to price its IPO tonight. It was planning to offer…
All Work
Douglas A. McIntyre
Cramer Says Fannie Mae Is a Winner After the Elections; Likes Sirius Too
On CNBC’s STOP TRADING segment at 2:45 PM EST today, Jim Cramer went over a single best idea.Cramer said that Fannie Mae (FNM) has been battered by the republicans. He says it is back…
Most Actives: Under $5.00 Tech Stocks Similar to Horsemen (Nov. 8, 2006)
On a post-election basis an on a day where we are awaiting CSCO earnings, your guess is as good as any. We have a mixed bag in the tech sector and the markets are…
Cramer Keys In On the Elections (4)
Jim Cramer has been on CNBC this morning at the floor of the NYSE and he discussed the elections. He says as a result of a democratic congress that the potential tax increases, the…
Sirius Up On Narrower Losses
Sirius Satellite Radio (SIRI) is trading up 3.2% at $4.22 pre-market after reporting narrower losses and higher subscribers.It posted losses of -$0.12 on EPS and revenues of $167.1 million, but estimates were -$0.14 and…
Pre-Market Stock Notes (Nov. 8, 2006)
(AAON) Aaon $0.43 EPS vs $0.36e.(ADG) Allied Defense Group filed to sell 1.7 million shares.(AIRM) Air Methods $0.71 EPS vs $0.58e.(AMT) American Tower put revenues at $333.5M vs $323.5M(e).(ARXT) Adams Respiratory $0.44 EPS vs…
Select Analyst Calls (Nov. 8, 2006)
AAPL reitr Overweight at JPMorgan.AINV cut to Hold at Citigroup.AMAT started as Equal Weight at Morgan Stanley.BARE started as Outperform at Thomas Weisel, started as Neutral at B of A, started as Outperform at…
Real WiMax: Sprint’s Last Stand (S)(VZ)
WiMax seems to some investors like a mirage. Out there in the future there will be a broadband signal that can blanket entires cities. Wide pipe for everyone. Democracy at work.Well, if you stop…
Mr. Softy’s Big Pocketbook (MSFT)(NOVL)(RHAT)
Microsoft has not paid out this kind of money unless it is settling a patent claim or antitrust judgement. The company is investing $400 million in its partnership with Novell to get Windows and…
Europe Market Report 11/8/2006 BMW, VW Down; EADS Up
Stocks: BCS)(BP)(BT)(GSK)(PUK)(TRTSY)(UN)(UL)(VOD)(BAY)(DCX)(DB)(DT)(SI)(ALA)(AXA)(FTE)(V)Markets in Europe were off at 5.35 AM New York time.The FTSE was down .5% to 6,215. Barclays was down .6% to 712.5. BP was off 1.1% to 592. BT was up .3%…
Media Digest 11/8/2006 Reuters, Wall Street Journal, New York Times
Stocks: (GOOG)(MRK)(MSFT)(NOVL)(BZH)(TOL)(BA)(FDX)According to Reuters, Democrats gained control of the House of Representatives and were on the verge of talking a majority in the Senate.Reuters reports that Big Oil will be a target of the…
Asia Markets 11/8/2006 Yahoo Japan, Softbank Off Sharply; PCCW, China Netcom, Toyota Up
Asian markets were off sharply.The Nikkei was 1.1% to 16,216. Canon was down .8% to 6260. Credit Saison was down 5.5% to 3940. Daiwa Securities was down 3.4% to 1273. Fuji Film was down…
Intel Moves Into Software (INTC)
Maybe Intel is so down on the chip market that it hopes that if it moves into software sales it can improve its revenue picture. The chip giant announced yesterday that it would start…
Google Takes To The Airwaves (GOOG)(CCU)
Following Google’s announcement that it would make a misguided move into newspaper ad space buying, late news comes that the search giant may buy $1 billion in radio inventory.The clear winner in this would…
James Chalmers Discloses 5.3% Stake in FX Energy (FXEN), Working With Management/Other Investors on Changes
From 13D TrackerIn a 13D filing on FX Energy, Inc (Nasdaq: FXEN), James Shawn Chalmers discloses a 5.29% stake (1.92 million shares). The investor also disclosed past meetings with the management and said future…
Steel Partners Raises Stake in Brink’s Company (BCO) By 110K Shares
From 13D TrackerIn an amended 13D filing on The Brink’s Company (NYSE: BCO), Steel Partners disclosed an 8% stake (3.88 million shares) in the company. This is up from the 5.7% stake (3.77 million…
Riley Investment Raises Takeover Offer for NetManage (NETM) to $5.50/Share
From 13D TrackerIn a 13D filing on NetManage, Inc. (Nasdaq: NETM) late Monday, 5.6% holder Riley Investment Management, LLC disclosed a letter sent to the company increasing its offer to purchase the company to…
LaGrange Capital Raises Stake in 1-800 CONTACTS (CTAC), Changes Filing Status to 13D Reflecting Recent Events
From 13D TrackerIn a 13D filing on 1-800 CONTACTS, INC. (NASDAQ: CTAC) LaGrange Capital/Frank LaGrange Johnson disclosed a 12.6% stake (1.69 million shares) in the company. This is up from the 11.6% stake (1.63…
Quick Analysis On Microsoft’s Mobile Market (MSFT)
By Yaser Anwar, CSC of Equity Investment IdeasA reader asked me a question pertaining to recent MSFT progress in the mobile market field. Luckily I had discussed this topic over at Michael Parekh’s blog,…
Duke Energy’s (DUK) Guidance & Updates
By Yaser Anwar, CSC of Equity Investment IdeasDUK reported 3Q EPS of $0.45 vs The Street’s $0.56. Disappointing results point to moderately lower earnings, but from a long-term view the firm’s prospects remain bullish.Guidance…