M&A Value For American Coal Players? (WLT, KOL, CNX, BTU, ANR)
Walter Energy, Inc. (NYSE: WLT) is the next M&A target if the daily rumor mill has any truth to it. The rumor is that Anglo American is weighing on whether or not to make…
All Work
Jon C. Ogg
Boeing in China (BA, EADSY, AIRYY, ZNH, CEA, RYAAY)
The market for commercial airplanes in China is set to explode. At least that’s the prediction from a senior official at Boeing Co. (NYSE: BA), who has predicted that over the next 20 years…
GE Gets Wrapped Up in FHFA Litigation With Banks (GE)
It is not just the banks getting wrapped up in this latest FHFA litigation notice. General Electric Co. (NYSE: GE) has issued a release this morning showing that it was also caught up in…
After Bartz & Sum of the Parts: What’s Yahoo! Worth? (YHOO, GOOG, MSFT, BX, AOL, KKR)
Yahoo.comNow that Yahoo! Inc. (NASDAQ: YHOO) has fired CEO Carol Bartz about as gracelessly as it could and set out on a strategic review of its business under interim CEO Tim Morse, it’s reasonable…
Top Analyst Upgrades & Downgrades (ABAX, BUD, AMAT, BX, COF, CECO, DOV, GS, HUM, JDSU, LVS, NDAQ, RFMD, SWKS, THI, TQNT, WYN)
Jon OggThese are some of this Wednesday’s top analyst upgrades, downgrades, and initiations seen having an impact from Wall Street research calls. Abaxis, Inc. (NASDAQ: ABAX) maintained Underperform as Bear of the Day at…
Will Apple Lose Top Employees? The Great Brain Drain (AAPL, MSFT, GOOG)
When great CEOs leave a company, an entire corporate culture is at risk to change, even when the new CEO is the favored replacement. Tim Cook is said to be more than able to…
Teavana: When Good IPOs Become Fully Valued (TEA)
TeavanaTeavana Holdings, Inc. (NYSE: TEA) has seen its quiet period come to an end today, making the analyst community that works for the companies which did the underwriting free to initiate their research calls…
Can Sunoco Shed its Refineries? (SUN, MRO, MPC, COP, VLO, RDS-A, MUR)
Beginning in the early 1990s, integrated oil companies and some independents began stripping away their midstream assets like interstate pipeline and gathering systems to focus more on the money-making parts of the oil and…
China’s Leading Solar Player Gets Big Bank Boost (GCPEF, TSL, STP, JASO, YGE, LDK, FSLR, SPWRA, TAN)
The China Development Bank has provided the country’s largest polysilicon maker with two new credit facilities totalling $713 million. GCL-Poly Energy Holdings Ltd. (OTC: GCPEF) can add that total to the $303 million it…
Carlyle IPO Filing: Making the Billions Even More Liquid
Another private equity giant is set to come public in an initial public offering. The Blackstone Group (NYSE: BX), Apollo Global Management, LLC (NYSE: APO), Kohlberg Kravis Roberts & Co. (NYSE: KKR), and Fortress…
Toyota Makes Some Major Model Moves (TM, HMC, F, GM, BYDDF, BRK-A, BRK-B)
Toyota Motor Corp. (NYSE: TM) rolled out its 2012 model Camry in Japan yesterday. For the Japanese market, the carmaker will sell only the gasoline-electric hybrid. That puts the company on par with Honda…
Fund Manager Sentiment Reaches Extreme Bearish Levels
Hedge fund managers have turned very bearish against domestic stocks. The new data from BarclayHedge/TrimTabs Investment Research Survey showed that Bearish Sentiment on the S&P 500 rose handily in August to 42% versus what…
Top Analyst Upgrades & Downgrades (ATVI, BEAV, CF, DDS, DNKN, ERTS, LDK, MRGE, NOV, PHM, SODA, TEA, X, WAIR)
Jon OggThese are some of this Tuesday’s top analyst upgrades, downgrades, and initiations seen having an impact from Wall Street research calls. Activision Blizzard, Inc. (NASDAQ: ATVI) Started as Buy at Citigroup. BE Aerospace…
Are High-Yield Mortgage Dividend REITs Doomed? (NLY, AGNC, HTS, CIM, IVR, RWT, PMT, DX, ARI, STWD, CLNY, CXS, MORT)
There was a development this week in the land of the high-yielding mortgage REITs. Wealthy and income oriented investors have been flocking to these for years because of their high dividends which are often…
Is September Really A Cursed Month For Stocks? (VZ, T, IBM, BAC, KFT, MCD, KO, HPQ, XOM, CVX, DIA)
Jon OggThe recovery has been stalling and it is becoming easier and easier to argue that the next recession (often mislabeled as a double-dip recession) is afoot. Friday’s net-zero in August non-Farm Payrolls and…
The Great Energy Spin-Off Pipeline (MRO, MPC, TSO, TLLP, COP, BP, CHK, EP, XOM, CVX)
So far this year we’ve noted a couple of major spin-offs in the energy section. Marathon Oil Corp. (NYSE: MRO) spun out its downstream business into Marathon Petroleum Corp. (NYSE: MPC) and Tesoro Corp.…
AIG to Spin-off Plane-Leasing Subsidiary (AIG, BA, GE, EADSY, UTX, BAC, C, JPM, MS)
American International Group, Inc. (NYSE: AIG) has filed a registration Form S-1 for a proposed initial public offering of its wholly-owned IFLC Holdings, Inc. subsidiary. IFLC is the aircraft leasing unit of AIG and…
Starz Could Just Be The Tip Of The Iceberg At Netflix (NFLX, CSTR, AMZN, BLOAQ, LSTZA, DIS)
What a difference a couple of months can make. Netflix, Inc. (NASDAQ: NFLX) has gone from the hottest controversial stock in the market to a controversial stock in trouble, and the drop on today’s…
Unemployment & Payrolls Signal The Double-Dip Recession
The jobs recession is afoot, as if you did not already know that. The Labor Department reported a dismal figure of ZERO on the change in non-Farm payrolls for August. Furthermore, the unemployment rate…
Top Analyst Upgrades & Downgrades (AGNC, NLY, CAB, CP, CIM, EDMC, FDX, FSLR, GS, HTS, IVR, JOSB, LQDT, MDR, ODFL, RIMM, SKS, TD, UPS)
Jon OggThese are some of this Friday’s top analyst upgrades, downgrades, and initiations seen having an impact from Wall Street research calls. American Capital Agency Corp. (NASDAQ: AGNC) Cut to Neutral at BofA/ML. Annaly…