Annaly Holds Up Well On Creative Financing (NLY, AGNC, REM)
Annaly Capital Management, Inc. (NYSE: NLY) is perhaps one of the most closely watched mortgage REITs of them all, in part because of the $16 billion size and in part because the team is…
All Work
Jon C. Ogg
Green Mountain Loses Founder Over Stock Sale Conflict (GMCR)
Green Mountain Coffee Roasters Inc. (NASDAQ: GMCR) is seeing its situation go from bad to worse. Now there is a management shuffle at the top due to inconsistent stock sales to meet margin calls. …
Credit Suisse Trims S&P Target: Another Sell in May and Go Away! (CS, SPY, PPH)
Credit Suisse Group (NYSE: CS) is sort of taking the “Sell in May and go away!” approach. At least that is how it sounds, even if the overall call is still for equities to…
Top Analyst Upgrades & Downgrades (AIG, ADI, ARNA, COP, DMD, DOW, FOSL, HSY, JIVE, MRVL, MELI, PSX, QIHU, UBNT, YOKU)
These are some of the top analyst upgrades, downgrades and initiations seen in Wall Street research calls this Wednesday. American International Group, Inc. (NYSE: AIG) Raised to Buy at Goldman Sachs. Analog Devices, Inc.…
One Small Solar Merger Could Trigger More Solar Mergers (WEST, FSLR, SPWR, LDK, WFR, TAN)
Westinghouse Solar, Inc. (NASDAQ: WEST) may have some good news for the entire solar sector. The company has announced a merger agreement between it and CBD Energy Ltd. (ASX: CBD). The agreement is a…
Why Cisco’s Earnings Hold the Key to the Tech Sector (CSCO, ORCL, AAPL, HPQ, JNPR, ALU, NOK, RIMM, CTSH, IBM, INTC)
Cisco Systems, Inc. (NASDAQ: CSCO) is set to report earnings on Wednesday after the closing bell. While we usually cringe when analysts and media pundits say this about a single report, the truth is…
Disney Earnings Good Enough For 52-Week Highs (DIS)
Walt Disney Co. (NYSE: DIS) closed up ahead of earnings on Tuesday and the reaction is following the same trend in the after-hours session. Earnings came in at $0.58 EPS $9.629 billion on a…
A Strange Rare Earth Segment Move… Opportunity or Trap? (MCP, REE, AVL, REMX)
The trend from rare earth moves usually seems to be like a China-regulatory move, but that is not the case today. We have an emerging player which has delayed a feasibility study and another…
Biotechs Bucking The Dendreon Trap & Curse (DNDN, VRTX, VVUS, ARNA, ALNY, AMGN, SVNT)
When we issued our earnings previews for the week ahead, it looked as though Dendreon Corporation (NASDAQ: DNDN) had a chance of really setting the trend for the entire biotech sector this week. That…
The Market Where Defensive Shares Are Working Again (PEP, KO, BUD, TAP, AWK, MCD, KFT, CAG, CPB, HRL, MO, VGR, RAI, PG, KMB, CL, MRK, PFE, JNJ, T, VZ)
Blame whatever you want. A weaker U.S. economy, a weakening and flailing Europe, a move to socialism in France and Greece, a weaker BRIC and emerging market story, commodity prices and on and on… …
When Gold, Silver, and Copper All Tank… Are They All Devil’s Metals? (GLD, RGLD, SLV, HL, JJC, SCCO, FCX)
What happens when you have an appreciating dollar? Commodity prices tend to fall, all other things being equal. But what about when you have a scenario where risk-on investors are not buying these for…
Defending the Micron/Elpida Merger (MU)
Micron Technology Inc. (NASDAQ: MU) has seen a very muted reaction to its efforts to buy Elpida out of bankruptcy. Stern Agee has keyed in and reiterated a Buy rating and an $11.00 price…
Top Analyst Upgrades & Downgrades (ACM, ALNY, BIIB, BP, COF, SNP, CTSH, EA, EPB, ERJ, F, LPX, MFC, MM, RAX, SYNC, VRTX, WYNN)
Jon OggThese are some of the top analyst upgrades, downgrades and initiations seen in Wall Street research calls this Tuesday. AECOM Technology Corporation (NYSE: ACM) Cut to Underperform at BofA/ML. Alnylam Pharmaceuticals, Inc. (NASDAQ:…
BofA Starts More Mortgage Forgiveness Efforts, Sort Of (BAC)
Bank of America Corporation (NYSE: BAC) may be trying to move further and further past its mortgage exposure, but its Home Loans division is reaching out to customers who may be eligible for forgiveness…
Rackspace Kills the Cloud with Earnings (RAX, SKYY, EQIX)
Rackspace Hosting, Inc. (NYSE: RAX) is one of our top earnings this week because we think that this may set up the tone for how “The Cloud” stocks are received by investors this week.…
Dendreon, When 200% Sales Growth Is Not Enough (DNDN)
AuthorDendreon Corporation (NASDAQ: DNDN) has reported its quarterly results and the reaction is a bit cool. This is growth of almost 200%, as net product revenue for the quarter was $82.0 million versus $27.0…
EA Guidance Minimizes Value and Turnaround (EA, ATVI, BBY, GME)
Electronic Arts Inc. (NASDAQ: EA) has released its earnings, and we forecast that this will help set the reception tone for Activision Blizzard Inc. (NASDAQ: ATVI) when it reports later in the week. EA called…
More Bed Bugs For Bedding Stocks (TPX, MFRM, SCSS, ZZ)
If you only read about bed sales at the retail level and if you have watched recent IPOs up until recently, you might think that the sector was doing very well. In earnings season…
Chesapeake’s Largest Shareholder Gets More Aggressive (CHK)
Southeastern Asset Management, Inc. is getting aggressive against Chesapeake Energy Corporation (NYSE: CHK). This is no ordinary shareholder either: it is the largest listed shareholder. The new filing shows some 89,854,868 shares owned and/or…
An Earnings Overreaction in PetMed Express? (PETS)
PetMed Express Inc. (NASDAQ: PETS) is far from your usual company. The company specializes in online drug orders for your pets and it is arguable enough that the company could eventually be considered a…