All Work

Jon C. Ogg

No Charges Against American Apparel… (APP)

American Apparel, Inc. (AMEX: APP) is trading higher today on news that it may not be in any hot water with the Securities and Exchange Commission. An SEC filing from this morning readdressed that…

Jon C. Ogg · 15 years ago

Universal American… From Buyout Candidate To Acquirer (UAM)

Universal American Corp (NYSE: UAM) is getting smashed on what might be considered an overreaction to many investors on the surface.  The problem here is that Universal American is making an acquisition when some…

Jon C. Ogg · 15 years ago

Mastercard Feeling Downgrades (MA, V, AXP)

Mastercard Incorporated (NYSE: MA) is suffering from a Goldman Sachs research analyst downgrade this Wednesday.  The call was based in part due to headwinds internationally and in part due to valuation.  The downgrade took…

Jon C. Ogg · 15 years ago

Achillion… Rational Behavior Over Euphoria (ACHN)

Achillion Pharmaceuticals, Inc. (NASDAQ: ACHN) was an impressive run while it lasted.  When rival deals in the Hepatitis C sector came at super-premiums, the initial and obvious reaction was to bid up anything and everything that…

Jon C. Ogg · 15 years ago

SUPERVALU Weighs on Grocers (SVU, KR, SWY, WFM)

SUPERVALU Inc. (NYSE: SVU) is not proving to be super nor is it proving to be value.  Investors are reeling on news of its earnings warning.  The grocery chain operates Acme, Albertsons, Cub Foods, Farm…

Jon C. Ogg · 15 years ago

The Spin-Off in Comverse… Unlocking Value (CMVT)

Comverse Technology, Inc. (NASDAQ: CMVT) has announced that it plans to distribute 100% of the shares of its wholly-owned subsidiary Comverse, Inc. to shareholders on a pro rata basis. The company is exploring and will finalize…

Jon C. Ogg · 15 years ago

Value Apparent, Maybe… China New Borun (BORN)

China New Borun Corporation (NYSE: BORN) has been battered and beaten up as US investors have exited and bet against so many emerging Chinese companies.  This has been due to the sense that outside…

Jon C. Ogg · 15 years ago

News Break: Fannie Mae CEO Steps Down

CNBC is reporting that Mike Williams, CEO of Fannie Mae, is stepping down from the GSE. Whether he was forced out or not is not known, but let’s just say that the public is…

Jon C. Ogg · 15 years ago

Urban Outfitters Losing CEO To Outside Opportunity (URBN)

Urban Outfitters Inc. (NASDAQ: URBN) may have been great once, but now it is a peaking story.  Despite a recent recovery and despite a 2.2% gain to $29.41 today, the retail apparel destination is getting…

Jon C. Ogg · 15 years ago

Crocs Passes A Miracle Milestone (CROX)

Crocs, Inc. (NASDAQ: CROX), king of the ugliest shoes on the market, already rose 4% today and now the company is raising guidance.  The company said that sales for all of 2011 will be…

Jon C. Ogg · 15 years ago