Caribou Buyout: The Coffee Bull Market Continues!
ThinkstockCaribou Coffee Company Inc. (NASDAQ: CBOU) is being acquired. If you want proof that the retail coffee market is not a dead sector, all you have to do is consider that Caribou is the…
All Work
Jon C. Ogg
Sirius XM Paying Higher Royalties to Artists in 2013
courtesy of Sirius XM RadioSirius XM Radio Inc. (NASDAQ: SIRI) is about to face higher royalty payments that have to be paid to musicians and artists for their work. The company disclosed in an…
Top Analyst Upgrades and Downgrades (AAPL, BHI, BDX, CPHD, CERN, FINL, MCP, QGEN, SD, SAP, TXN, TRV, UN, USNA, USG, YY)
Jon OggThese are some of the top analyst upgrades, downgrades and initiations seen in Wall St. research calls this Monday. Apple Inc. (NASDAQ: AAPL) cut to Neutral and target cut to $575 from $675…
Outlook 2013: The Case for a Coal Recovery
ThinkstockIt is almost impossible to consider that troubles of such a magnitude could turn around in an instant, but that may actually be the case. We have taken a look at the year-end outlooks…
Is Inflation the Hibernating Bear?
ThinkstockThe main objective of the Federal Reserve is to conduct the nation’s monetary policy by influencing money and credit in the economy in pursuit of full employment and stable prices. Full employment is a…
Inflation Remains Within Targets in November
ThinkstockThe Bureau of Labor Statistics is out with its reading on inflation. In November, the Consumer Price Index was -0.3% on the headline, and the core rate, excluding food and energy, rose by 0.1%.…
Why Wall St. Can’t Get Housing Right (AIV, AVB, LEN, TOL, XHB)
ThinkstockThe bad timing of Wall St. analysts is legendary. As the implosion of the subprime mortgage credit market mirrored the collapse in residential and commercial market real estate values in late 2008 and 2009,…
Massive Insider Selling Already Happening Before Higher Capital Gains Taxes Kick In
ThinkstockInsider selling is starting to get massive before year-end when higher capital gains taxes will kick in. We continue to expect that corporate insiders, venture backers, private equity backers, and founders will sell stock…
FOMC Sets Rates Directly Against 6.5% Unemployment & 2.5% Inflation Forever… QE-Infinity!
ThinkstockBen Bernanke and the Federal Open Market Committee have decided to keep rates the same. That should have been expected by everyone. What was going to be different here about this FOMC meeting is…
Business Roundtable Outlook: CEO Uncertainty Remains Into 2013
ThinkstockThe Business Roundtable has released its last CEO Outlook of 2012, which is really a year-end guide for entering into 2013. The long and short of the matter is that CEOs generally expect continued…
LDK Hires Citi to Assist in Liquidity Woes
ThinkstockLDK Solar Co., Ltd. (NYSE: LDK) is still facing liquidity issues. The Chinese solar player said on Wednesday that it has engaged Citigroup to assist in discussions with creditors. Its press release said, “We…
Berkshire Hathaway Starts Living Up to Its Buyback Promise
Mark Hirschey / Wikimedia CommonsWarren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) apparently is living up to at least some of its former buyback ambitions that the company telegraphed before. What is odd is…
China: World Growth Engine, or Still the Short of a Lifetime?
ThinkstockChina may be the world’s growth engine and the world’s manufacturer, but some still consider it the short-sell of a lifetime. There is also very rarely any middle ground on the subject of China’s…
Top Analyst Upgrades and Downgrades (ALGN, AMGN, C, DYN, FDX, MFRM, MDLZ, NKE, OPEN, ORCL, POT, MOS, PB, STX, TTWO, TEVA, UA, VOLC, YELP)
Jon OggThese are some of the top analyst upgrades, downgrades and initiations seen in Wall St. research calls this Wednesday. Align Technology Inc. (NASDAQ: ALGN) cut to Underperform as Bear of the Day at…
Short Sellers Changing Their Bets Against High-Yield Dividend Stocks (MO, AEP, NLY, T, DUK, KMB, KMP, MRK, PG, RAI, VZ)
Short sellers have made some serious changes in the high dividend stocks now that the taxes are almost certain to change in this sector. We tracked the short interest changes from November 30 settlement…
Short Interest Against Social Media Players (FB, SVVC, GRPN, LNKD, RENN, SOCL, ZNGA)
ThinkstockThe Nasdaq and NYSE short interest for the end of November is out and it shows some serious changes in the social media sector. While Facebook Inc. (NASDAQ: FB) saw a huge drop in…
Google Fiber’s Real Upside for Internet Access and HD TV Efforts
ThinkstockGoogle Inc. (NASDAQ: GOOG) dominates Internet search. When comScore (NASDAQ: SCOR) posted its October U.S. search market numbers, Google had a whopping 66.7% of the total market share. What if Google decides that its Kansas…
A Very Odd CEO Departure at Molycorp… Very Odd Indeed
Molycorp, Inc. (NYSE: MCP) was having a good day with a rally of almost 6%. Any positive gain here is a welcome wagon for those shareholders who have been crushed by investing in America’s…
Teva Fails To Impress At Its Investor Meeting, Restructuring Awaits
ThinkstockTeva Pharmaceutical Industries Ltd. (NYSE: TEVA) is not getting any great warm welcome out of its 2012 investor meeting webcast. The company may soon find itself in a position where the turnaround just can’t…
PIMCO Sees Even Slower 2013 U.S. GDP Growth, Euro Recession
ThinkstockPIMCO is calling for slower GDP growth in 2013. This should not really be a huge shock considering the ongoing death of the cult of equities and expectations for low returns, but when PIMCO…