A Very Contrarian Defense Case (RTN, LMT, GD, NOC)
The defense sector has been under pressure as the future military spending is moving away from the giant expense items. This week’s news was that $100 billion is the target goal to take out…
All Work
Jon C. Ogg
Can VirnetX Win More Patent Suits? (VHC, AAPL, CSCO, MSFT)
VirnetX Holding Corp (NYSE: VHC) is out with more patent suits and the news is sending shares higher. After all, it has already had a major success in its patent cases before. The company…
Top Day Trader Alerts (AVGO, CIEN, CSCO, CREE, EBAY, EL, NVAX, VHC)
Many stocks are on the move. Some are repeat performers of yesterday and some are new. The top day trader and active trader alerts so far in the pre-market are in Avago Technologies Limited…
Jobless Claims, More and More Pain
Weekly jobless claims are getting worse and worse. At this rate we’ll be above 500,000 per week again very soon. The weekly jobless claims reported by the Labor Department rose by an adjusted 2,000…
Kohl’s Doesn’t Stand Up to Macy’s (KSS, M)
The earnings report from Kohl’s Corporation (NYSE: KSS) was partly like the Macy’s Inc. (NYSE: M) report yesterday, but the outlook from Kohl’s leaves a simple observation: Macy’s is taking share from Kohl’s. That…
Top Analyst Upgrades & Downgrades (ARO, AAPL, CIEN, CSCO, EMC, FNSR, JASO, GOOG, MSFT, NTAP, TLAB, YHOO)
Tech seems to be dominating the analyst calls this Thursday based on new coverage of the sector at Wells Fargo. There were many other calls that did not make the cut as a result…
GM Earnings Report Sets Tone for IPO
General Motors, or Government Motors, has two key data points for today. First is the earnings report. Second is that it is about to formally file for its initial public offering. Revenue rose 43%…
Are Meteor Showers True Risks To Satellite Companies? (BA, DGI, GEOY, GILT, DISH, DTV, SIRI, HUGH, ICOG, IRDM, GSAT, ORBC, ORB, LORL)
There is a low-probability event cresting today and tomorrow that could pose risks to businesses that rely upon the availability and operations of satellites in orbit. This comes annually via the Perseid Meteor Shower…
Cisco’s Earnings Folly (CSCO)
Cisco Systems Inc. (NASDAQ: CSCO) just reported earnings, and the caution is likely to continue. The networking giant earnings were $0.43 EPS while sales gained 27% to $10.836 billion. This is a disappointment for…
What A Sell Rating Really Means To Petrobras (PBR, BP, XOM)
Petroleo Brasileiro (NYSE: PBR), or Petrobras, is getting hit harder than most of the giant intregrated oil giants today. A “Sell” rating came its way today after UBS downgraded the stock from an already…
Seeking Refuge in Defensive Stocks (PEP, KO, CPB, HRL, MCD, VGR, MO, RAI)
Defensive stocks are supposed to hold up in down stock markets. That isn’t so today. In our list of 17 defensive stocks we routinely track, none were positive today. On average, the defensive list…
Full 360-Degree Preview for Cisco Earnings (CSCO, HPQ, ORCL)
The technology stock event of the week is about to happen. Cisco Systems, Inc. (NASDAQ: CSCO) has earnings today after the close, and every technology investor is going to be paying close attention to…
Some Good News in Solar, On A Rainy Day (SPWRA, LDK, JASO, YGE, TSL, TAN)
Three solar PV companies reported earnings after the markets closed yesterday, and both delivered decent earnings along with cautions about the rest of the year. SunPower Crop. (NASDAQ:SPWRA) reported revenue of $384 million and…
Technical Alerts Flying in S&P and VIX (SPY, VXX, VXZ)
The S&P 500 and the SPDRs (NYSE: SPY) as the key tracking ETF may have just found trouble on the charts this Wednesday as the DJIA is down over 200 points and as the…
PetroAlgae (Biomass) Raising $200 Million in IPO (PALG, FWLT)
PetroAlgae Inc. has just filed to come public via an initial public offering. While terms were not disclosed, the filing is for up to $200 million in common stock. The problem is that this…
Oil Supplies & Weak Refining Offer No Oil Gains (OIH, USO, VLO)
The Department of Energy released its weekly Crude Oil and energy inventories this morning. Despite some supply issues being obvious, there has been no help as investors are looking to lower-risk assets today. We…
S&P Index Launch: Spreads on Gold, Oil, Stocks, and Bonds
Standard & Poor’s is launching a new index series today that aims to show inherent risk premiums between asset classes and the financial markets. This has been measured privately for years by sophisticated investors,…
AIG Hides Asset Sale Terms in AGF-Fortress Deal (AIG, FIG)
American International Group, Inc. (NYSE: AIG) is still one of the most hated companies, but not so by private equity buyers looking to see what meat can picked off of a carcass. AIG and…
Top Day Trader Alerts (AONE, AOSL, ASML, CREE, LDK, SPWRA, RGNC, SATC)
There are many stocks on the move this morning for day traders and active traders. Stocks we have seen news on with volume and price moves are A123 Systems (NASDAQ: AONE), Alpha & Omega…
Top Analyst Upgrades & Downgrades (AMAP, AVGO, BCSI, BPO, DEO, GPS, MOSY, MYGN, NRGY, SBUX, XLNX)
These are some of this Wednesday’s top analyst upgrades, downgrades, and initiations seen from Wall Street research calls: AutoNavi Holdings Limited (NASDAQ: AMAP) Started as Outperform at Pacific Crest. Avago Technologies Limited (NASDAQ: AVGO)…