Pandora Making Gains Against SIRIUS XM, Sort Of
Pandora Media, Inc. (NYSE: P) is seeing something very unusual this morning. The stock is up huge after earnings. It is hard to believe, but Pandora beat earnings and managed to raise its guidance. …
All Work
Jon C. Ogg
Durable Goods & Weekly Jobless Claims Act From Mixed to Spoilers
We are seeing some caution in Durable Goods for April this morning, while the weekly jobless claims held very little surprise either way. Durable Goods looks in line with estimates on the surface, but…
Top Analyst Upgrades & Downgrades (ADI, ARMH, AGO, BHI, DF, DELL, DUK, EV, EXPR, HPQ, HGSI, IRDM, MET, NOV, OCZ, RSH, RA)
Jon OggThese are some of the top analyst upgrades, downgrades and initiations seen in Wall Street research calls this Thursday. Analog Devices Inc. (NYSE: ADI) Reiterated Buy with $43 target at Argus. ARM Holdings…
NetApp and the Death of Growth (NTAP)
NetApp, Inc. (NASDAQ: NTAP) is now trading at levels not seen since the recession took it down with just about everything else. Earlier in May came a warning from Goldman Sachs about a fiscal-cliff…
H-P Escapes Dell’s Executioner… But Its Workforce Doesn’t
Hewlett-Packard Company (NYSE: HPQ) is managing to escape the trap of Dell Inc. (NASDAQ: DELL) after earnings. Unfortunately, at least if you are a worker there, a decent portion of H-P’s rise after earnings…
5 Unusual Against-The-Grain Winners (ALU, GDX, PCX, ROSG, SCHS)
The market was down significantly earlier in the day with a double-digit S&P 500 drop and a triple-digit drop in the DJIA. We wanted to see some unusual gainers on the day, which are…
When Will Low Oil Help Airlines Out? (UAL, DAL, LCC, LUV, JBLU)
Oil is tanking behind Europe, commodity inventories are up, and refineries are running at very high historic levels. And guess what, airplanes are full, fares are up, carriers are passing on endless costs to…
Bracing For The Euro Without Greece… Other PIIGS Too (EWG, EWQ, FXE, EWI, IRE, IRL, NBG, GREK, EWP, STD, BBVA, VGK, FEZ)
So much for any great help from the ECB, France, Germany, and any other entity being able to help the Euro stay together. Rumors have been out that nations have been instructed to make…
Dell Plays Wrecking Ball For Entire PC Food Chain (DELL, INTC, MSFT, HPQ, STX, WDC, MU)
Dell Inc. (NASDAQ: DELL) was nothing short of a really bad earnings report. The wart on the nose is a declining margin, declining earnings power, and less and less revenue growth. With only 2%…
After the Sell-Off: Value & Upside In Major Industrials (APD, BA, CAT, DE, DOW, DD, DHR, ITW)
Summer can often be an interesting time in the markets and so far the “Sell in May and go away!” them has worked. What has also taken place is that many of these stocks…
As Analyst Says ‘Buy’… Facebook Starts Facing Short Sellers
Facebook, Inc. (NASDAQ: FB) is a story that is frankly becoming the most over-covered story of internet IPO history. The valuation of $100 billion at the launch now looks a bit silly even if…
Top Analyst Upgrades & Downgrades (AMAT, ARBA, BX, CPLA, CHA, DELL, DNDN, EMC, FB, GMT, ICE, JAZZ, NDAQ, PCX, PG, SBUX, WY)
Jon OggThese are some of the top analyst upgrades, downgrades and initiations seen in Wall Street research calls this Wednesday. Applied Materials Inc. (NASDAQ: AMAT) Raised to Neutral at Goldman Sachs. Ariba Inc. (NASDAQ:…
MLP Investors Have to Weigh Risks vs. Rewards This Summer (EPD, KMP, PAA, OKS, ETP, EEP, AMJ, AMLP, KYN)
The world of master limited partnerships (MLPs) has brought great reward to investors in recent years. 24/7 Wall St. wants to know if the enthusiasm can stay in this sector this summer now that…
Ford Gets ‘Investment Grade’ Rating At Moody’s
Ford Motor Company (NYSE: F) is now considered ‘investment grade’ at Moody’s after a late-day upgrade. Moody’s Investors Service raised the senior unsecured ratings of Ford to Baa3 from Ba2, which is the lowest range…
GM Could Be Upgraded To ‘Investment Grade’ at Moody’s
General Motors Company (NYSE: GM) may soon get to be an ‘investment grade’ company on its credit ratings. While this might not mean much on the equity level of the company, the news implications are…
Dell Dragged Down by Americas & Consumer; Sets Bad Tone For HP
Dell Inc. (NASDAQ: DELL) is out with disappointing earnings and the report is going to sour the tone for Hewlett-Packard Co. (NYSE: HPQ) on Wednesday. Earnings for the PC maker and services firm came…
SEC Charges Another Ponzi Scheme, $157 Million in Florida
Bernie Madoff is alive in prison, but his extreme Ponzi scheme living has led to more and charges brought against other Ponzi schemes. Now comes news that the Securities and Exchange Commission has charged two…
B2B Focus Returns: SAP Acquiring Ariba (SAP, ARBA, ORCL)
If you recall the term B2B, you are going back a decade and then some as far as internet companies. Ariba, Inc. (NASDAQ: ARBA) was one of the key business-to-business platform builders. Now SAP…
Oil Breaks Under $92/Barrel (USO)
NYMEX Crude keeps listing lower and lower. This seems odd considering that the Memorial Day weekend ahead is supposed to mark the official start of the summer driving season. The drop in normal NYMEX…
RailAmerica, Another Buffett-Type Buyout Possibility
When Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-B)(NYSE: BRK-A) made the acquisition of Burlington Northern Santa Fe, the speculation was that more rail mergers could be expected. After all, if Warren Buffett likes…