Sarkozy Speech… When Socialists Go Against Endless Welfare
What happens when socialists are basically told that they have to work harder and that their endless entitlements and easy way of life have to come to an end? This is a question for Nicolas…
All Work
Jon C. Ogg
The Highs & Lows For Susser Ahead of Offering (SUSS)
Susser Holdings Corporation (NASDAQ: SUSS) has been soft despite a much more positive overall stock market after Wednesday’s rally. The reason is because of a pending secondary offering. The company operates convenience stores and…
Corning Back to Attractive Long-Term Valuation, Chart Shows Trouble (GLW)
Corning Inc. (NYSE: GLW) has filed to raise capital in an automatic shelf registration today. The reality is that this is just a shelf registration and it is not unusual for companies to have…
More Opposition to Express Scripts & Medco Merger (ESRX, MHS)
Some are still hoping to block the merger of Express Scripts Inc. (NASDAQ: ESRX) and Medco Health Solutions, Inc. (NYSE: MHS). It is just days away that the Senate Judiciary Committee’s Subcommittee on Antitrust,…
More Boost For Green Mountain Among Peers & Competitors (GMCR, BBBY, SBUX, M, DNKN)
Green Mountain Coffee Roasters, Inc. (NASDAQ: GMCR) continues to benefit from a positive read from Canaccord Genuity on Wednesday, where it was called “A twinkle in his eye?” in the continued morning notes about…
ISM Data Still Supports Growth, Beating All Estimates
The Institute for Supply Management has released the November ISM data on manufacturing at levels which are frankly better than expected. The levels are also out of the red zone. Today’s report noted, “Respondents…
JPMorgan Lowers PC Forecasts (DELL, HPQ, MSFT, INTC, WDC)
It was just yesterday that demand for notebooks was shown to be higher in 2012 versus 2011 from DRAMeXchange, but now some new data is out from J.P. Morgan that may be a concern…
Sprint Locks in Clearwire, Avoids Restructuring For Now (S, CLWR)
Sprint Nextel Corporation (NYSE: S) has decided not to leave Clearwire Corporation (NASDAQ: CLWR) in the dust. The two companies have had a history of tie-ups and the risk that it is going to…
Investors Learning to Live with Disappointment in Lululemon (LULU)
Lululemon Athletica Inc. (NASDAQ: LULU) is getting blasted this morning on its guidance after earnings. Nothing can last forever, maybe not even the endless exponential growth of yoga. The yoga and exercise themed retailer…
Jobless Claims Heading Wrong Way, No Help For Unemployment Friday
The U.S. Labor Department has issued its coverage of weekly jobless claims. There may be some volatility due to the report being around the Thanksgiving holiday week, but the figures are disappointing and they…
Top Analyst Upgrades & Downgrades (AGN, CRZO, XRAY, DWA, ERTS, IAG, GOOG, LLTC, ONXX, STX, SIG, VRSN, YHOO, DGI, GEOY)
These are some of the top analyst upgrades, downgrades, and initiations seen from Wall Street research calls this Thursday morning. Allergan Inc. (NYSE: AGN) Raised to Buy at Argus. Carrizo Oil & Gas (NASDAQ:…
Disney Goes Big On Dividend Hike (DIS)
We recently gave a breakdown of each and every DJIA component as far as which companies were and were not likely to raise their dividend payouts in the very near future. The Walt Disney…
S&P Treats H-P Like A Bank… Credit Downgrade (HPQ)
Is Hewlett-Packard Co. (NYSE: HPQ) at risk like some of the banks? Probably not, even if it is in a turnaround, even if it has a recent history that is not good, and even…
Eliminating the Share Overhang in Douglas
Douglas Dynamics, Inc. (NYSE: PLOW) is not a household name yet to many as the company has traded as a public stock for only about a year and a half. After the close came…
Why Yahoo! Isn’t Trading Higher (YHOO, MSFT)
Yahoo! Inc. (NASDAQ: YHOO) should have had a stellar day with the market up so much and with bidding interest reports. There was even news of a confidentiality pact signature by Microsoft Corporation (NASDAQ: MSFT)…
A Slightly Better Beige Book
The Beige Book has been of more interest to investors of late because everyone is looking for the breaking point that will either send the U.S. into a new recession or (better yet) will…
Retail Same-Store Sales Expected Up 3.1% for November (M, JWN, JCP, JOSB, TIF, AEO)
Retail Metrics is out with its final forecast for retail chains and their same-store sales for November with a gain of 3.1%. All in all, the report is calling for a 3.1% increase for…
Notebook PC Demand Expected to Rise in 2012 (AAPL, MSFT, DELL, HPQ)
There is some good news for Apple Inc. (NASDAQ: AAPL), Microsoft Corporation (NASDAQ: MSFT), Dell Inc. (NASDAQ: DELL), and even the bruised Hewlett-Packard Co. (NYSE: HPQ). TrendForce’s DRAMeXchange is forcasting that better growth in…
Charter Communications Debt Offering, Really More Refinancing (CHTR)
Charter Communications Inc. (NASDAQ: CHTR) is actually managing to trade higher despite a securities offering. The company offered $750 million in senior unsecured notes, but it has also announced a tender offer for debt…
Rising Inventory Risks At Intel (INTC, WDC, STX)
Intel Corporation (NASDAQ: INTC) has been doing what it can to move from being so PC-dependent, but this is a long slow process. Canaccord Genuity has a note out this morning and it is…