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May 23, 2012
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| 18:45 EDT |  | RIMM |
| theflyonthewall.com: | Research in Motion's EVP of sales, Patrick Spence, resigns, WSJ reports | | Patrick Spence, Research in Motion's (RIMM) head of Global Sales, has departed the company, according to the Wall Street Journal. Reference Link :theflyonthewall.com |
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| 18:00 EDT |  | RIMM |
| theflyonthewall.com: | Research in Motion's head of global sales, Patrick Spence, leaves, WSJ reports | | :theflyonthewall.com |
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| 16:27 EDT |  | JNPR |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were mixed following a furious rally to close the day. Stock futures were sharply lower in premarket trading pointing to a continuation of the market’s slide from late yesterday. The weakness in the U.S. futures followed poor sessions for stocks in Asia and early weakness in European equities, which only worsened as the day moved forward. The futures action led to a lower open for the broader market and the better than expected new home sales and home price reports could not bring in buyers. The market selling intensified throughout the morning until finally finding a level near noon, from which the market held and drifted higher. In the last hour of trading markets rose sharply to wind up mixed, and nearly up, for the day… ECONOMIC EVENTS In the U.S., new home sales increased 3.3% in the month of April to a 343K annual rate, versus expectations of an increase of 2.1%. The House Price Index showed an increase of 0.5% for the month of March, versus expectations of an increase of 0.3%. In Europe, equities slumped badly and the euro tumbled to its lowest level versus the dollar since August 2010 ahead of an informal summit meeting Wednesday night planned by European leaders. Expectations are that German Chancellor Angela Merkel will hold a hard line against mounting pressure to consider joint eurobonds... COMPANY NEWS: Shares of Dell (DELL) plunged $2.59, or 17.18%, to $12.49 after the company reported weaker than expected Q1 results and guided to Q2 revenue below consensus. The company's commentary on the challenging economic backdrop and how consumers have moved toward mobile devices and away from traditional PCs sunk peers as well, including Hewlett-Packard (HPQ), which fell before releasing a disappointing earnings report after the market closed. Meanwhile, two congressional committees set out to investigate Facebook’s (FB) troubled initial public offering… MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up $7.30, or 13.12%, to $62.92, following its "beat and raise" report, and Compuware (CPWR), up 80c, or 9.47%, to $9.25, after the company beat revenue expectations. Noteworthy losers included Qihoo 360 (QIHU), down 78c, or 3.64%, to $20.62, following its quarterly report and the appointment of a new co-CFO, and Juniper Networks (JNPR), down 76c, or 4.22%, to $17,23, after Goldman Sachs announced its view that ALU’s entry into core routing was an incremental negative for Juniper, following cautious comments by the company’s CEO the day before at their annual stockholder meeting. INDICES: The Dow lost $6.66, or 0.05%, to $12,496.15; the Nasdaq rose $11.04, or 0.39%, to $2,850.12; and the S&P 500 added $2.23, or 0.17%, to $1,318.86. :theflyonthewall.com |
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| 13:58 EDT |  | AAPL |
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| 12:55 EDT |  | AAPL |
| theflyonthewall.com: | Apple, Samsung fail to reach deal, Korea Times reports | | The CEOs of Apple (AAPL) and Samsung were unable to resolve their legal differences during a two-day, court-ordered meeting, accoridng to The Korea Times, which cited an unnamed Samsung official. Reference Link :theflyonthewall.com |
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| 11:45 EDT |  | AAPL |
| theflyonthewall.com: | Microsoft to launch Office for IPad and Android tablet this year, BGR says | | Microsoft (MSFT) is planning to release its Office suits for Apple's (AAPL) iPad and Google's (GOOG) Android tablets, reports Boy Genius Report. According to a reliable source, the company is hoping to release the suite for November of this year. Reference Link :theflyonthewall.com |
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| 10:11 EDT |  | AAPL |
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| 10:09 EDT |  | RIMM |
| theflyonthewall.com: | Research in Motion edges to fresh lows, support at $9.99 | | :theflyonthewall.com |
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| 09:59 EDT |  | AAPL |
| theflyonthewall.com: | Apple reverses earlier weakness, resistance is at $561.54 | | :theflyonthewall.com |
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| 09:41 EDT |  | AAPL |
| theflyonthewall.com: | Active equity option families in first 10-minutes | | Active equity option families in first 10-minutes of trading according to Track Data are: AAPL DELL BAC F. :theflyonthewall.com |
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| 09:37 EDT |  | AAPL |
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| 08:59 EDT |  | AAPL |
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| 07:58 EDT |  | AAPL |
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| 07:15 EDT |  | JNPR |
| theflyonthewall.com: | Alcatel's entry in core routing incremental negative for Juniper, says Goldman | | Goldman views Alacatel-Lucent's entry into core routing as an incremental negative for Juniper given it represents 20% of revenues and is its highest margin product line. :theflyonthewall.com |
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| 07:01 EDT |  | DKS |
| theflyonthewall.com: | Nike's "hot punch" running shoes part of new trend, Bloomberg reports | | Technologically sophisticated running shoes are all the rage as a fashion statement, and shoppers are paying $100 for Nike’s (NKE) Free sneaker in “hot punch” -- aka pink, reports Bloomberg. Sales of shoes like these in the U.S. jumped 14% to $6.46B in the 12 months through March, according to NPD Group. And Q1 profit gains helped shares at retailers from Foot Locker Inc. (FL) to Dick’s Sporting Goods (DKS), evidence that a trend that began two years ago still has room to grow. Reference Link :theflyonthewall.com |
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| 06:37 EDT |  | AAPL |
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May 22, 2012
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| 21:57 EDT |  | AAPL |
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| 16:00 EDT |  | AAPL |
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| 12:57 EDT |  | JNPR |
| theflyonthewall.com: | Juniper's Kevin Johnson says Europe hurting network demand, Bloomberg reports | | Bloomberg is reporting this comment made at Juniper 2012 Annual Meeting of Stockholders. :theflyonthewall.com |
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| 10:40 EDT |  | AAPL |
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| 10:16 EDT |  | AAPL |
| theflyonthewall.com: | Microsoft expects 350M Windows 7 devices will be sold this year, Bloomberg says |
Subscribe for More Information :theflyonthewall.com |
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| 09:41 EDT |  | AAPL |
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| 08:27 EDT |  | AAPL |
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| 08:19 EDT |  | DFS |
| theflyonthewall.com: | Discover CFO announces interest in private-label business, Fox Business reports |
Subscribe for More Information :theflyonthewall.com |
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| 07:35 EDT |  | AAPL |
| theflyonthewall.com: | Sprint to ship HTC Evo 4G LTE pre-orders this week, AllThingsD reports | | Sprint (S) is expected to start shipping pre-orders of the the HTC Evo 4G LTE on Thursday, AllThingsD reports. As a patent dispute has held up its full launch, it is unclear when the phone will show up in retail stores. Reference Link :theflyonthewall.com |
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| 06:32 EDT |  | AAPL |
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| 06:29 EDT |  | AAPL |
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| 06:24 EDT |  | RIMM, AAPL |
| theflyonthewall.com: | International smartphone vendors concerned about LTE supply, Digitimes reports |
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| 06:15 EDT |  | RIMM, AAPL |
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| 04:48 EDT |  | AAPL |
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May 21, 2012
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| 16:07 EDT |  | AAPL |
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| 15:07 EDT |  | RIMM |
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| 15:03 EDT |  | AAPL |
| theflyonthewall.com: | Apple tops its 10-day MA, resistance at $563.22 | | :theflyonthewall.com |
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| 14:22 EDT |  | XYL |
| theflyonthewall.com: | Xylem awarded $12.3M contract with Bechtel Parsons Blue Grass | | Xylem announced that CMS Field Products, a wholly-owned subsidiary of Xylem's OI Analytical brand, has entered into a $12.3M contract with Bechtel Parsons Blue Grass, a systems contractor selected by the U.S. Department of Defense’s Assembled Chemical Weapons Alternatives program. Through the contract, OI Analytical will provide a chemical-agent monitoring system that is based on its MINICAMS product line. :theflyonthewall.com |
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| 13:31 EDT |  | RIMM, AAPL |
| theflyonthewall.com: | Eastman Kodak to appeal ruling on patent infringement action against Apple, RIM | | Eastman Kodak (EKDKQ) announced that it has received notice of the Administrative Law Judge’s initial determination in the U.S. International Trade Commission action brought by Kodak against Apple (AAPL) and Research In Motion (RIMM). The ALJ concluded that the Apple iPhone 3G and the accused RIM BlackBerry devices infringe Kodak’s patent, although his recommendation is that the patent claim is invalid, Kodak said. The final decision of the ITC, based on the deliberation of the full Commission, is expected by September 21. Kodak said, “We are pleased the ALJ has concluded that Kodak’s patent is infringed by Apple and RIM. We expect to appeal to the full Commission his recommendation on validity. The ALJ’s recommendation represents a preliminary step in a process that we are confident will conclude in Kodak’s favor. In a previous ITC investigation, a different ALJ found this same Kodak patent to be valid and infringed by Samsung, whose products are similar to those offered by Apple and RIM.” The patent at issue, US Patent No. 6,292,218, relates to a technology invented by Kodak for previewing images on a digital camera-enabled device. :theflyonthewall.com |
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| 13:11 EDT |  | AAPL, RIMM |
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| 12:57 EDT |  | AAPL, RIMM |
| theflyonthewall.com: | Judge rules Apple, Research in Motion don't violate Kodak patent, Bloomberg says | | :theflyonthewall.com |
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| 09:44 EDT |  | AAPL |
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| 09:43 EDT |  | AAPL |
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| 08:07 EDT |  | AAPL |
| theflyonthewall.com: | Apple should be bought, says Cowen | | Cowen said they believe Apple is on target for a September launch for the iPhone and views shares as cheap following the recent 20% pullback. Shares are Outperform rated. :theflyonthewall.com |
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| 08:07 EDT |  | CSCO |
| theflyonthewall.com: | RGB Networks, BlackArrow enable targeted advertising delivery for TV Everywhere |
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| 08:04 EDT |  | AAPL |
| theflyonthewall.com: | Foxconn to invest $210M in China for Apple production, Economic Times reports |
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| 06:21 EDT |  | AAPL |
| theflyonthewall.com: | Piper Jaffray continues to expect iPhone 5 launch in October | | Piper Jaffray continues to expect Apple to launch its iPhone 5 in October despite the 28nm chip shortage at Qualcomm (QCOM). Piper sees the worst case scenario as Apple being unable to meet demand in the short-term following the launch, meaning sales would shift from the December quarter into the March quarter. The firm reiterates an Overweight rating on Apple shares with a $910 price target. :theflyonthewall.com |
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| 05:52 EDT |  | AAPL |
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May 20, 2012
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| 17:50 EDT |  | AAPL |
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| 09:52 EDT |  | AAPL |
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May 18, 2012
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| 16:02 EDT |  | AAPL |
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| 15:36 EDT |  | AAPL |
| theflyonthewall.com: | Apple rebounds after fall, support at $522.18, resistance at $533.96 | | :theflyonthewall.com |
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| 11:32 EDT |  | AAPL |
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| 11:11 EDT |  | RIMM |
| theflyonthewall.com: | Research in Motion receives FCC approval for new PlayBook, AllThingsD says | | Research in Motion (RIMM) receives FCC approval for a cellular-equipped PlayBook tablet, reports AllThingsD. According to a failing with the FCC, the PlayBook may support for several flavors wireless connectivity. Reference Link :theflyonthewall.com |
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| 10:36 EDT |  | AAPL |
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| 09:41 EDT |  | AAPL |
| theflyonthewall.com: | Active equity option families in first 10-minutes | | Active equity option families in first 10-minutes of trading according to Track Data are: AAPL JPM BAC INTC. :theflyonthewall.com |
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| 09:26 EDT |  | RIMM, AAPL |
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| 08:07 EDT |  | CSCO |
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| 08:01 EDT |  | AAPL |
| theflyonthewall.com: | Apple Job's worked on a bigger screen iPhone before his death, Bloomberg reports |
Subscribe for More Information :theflyonthewall.com |
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| 07:46 EDT |  | AAPL |
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| 06:40 EDT |  | AAPL |
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| 06:32 EDT |  | AAPL |
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| 05:46 EDT |  | JNPR |
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May 17, 2012
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| 18:10 EDT |  | AAPL |
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| 16:23 EDT |  | AAPL |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were lower on the day. Stock futures traded around fair value for most of the pre-market trading session, leading to a relatively quiet open for the broader market. The nearly in line jobless claims data had little effect on the market. The averages dropped following worse than expected data on manufacturing from the Philly Fed and an unexpected decline in the leading economic indicators. The averages never really gained any upside momentum as the market’s losing streak continued for another day… ECONOMIC EVENTS: In the U.S., the number of people seeking unemployment benefits was unchanged last week at 370,000, versus expectations for a decline to 365,000. The leading economic indicators declined 0.1%, versus an expected increase of 0.1%. The Philly Fed survey had a reading of -5.8, versus expectations for a reading of +10.0. In Europe, worries about the health of Spain's banks resurfaced on a report that customers at Bankia had withdrawn more than EUR1B from their accounts in the past week. Meanwhile, Fitch ratings agency downgraded Greece deeper into junk territory... COMPANY NEWS: Wal-Mart (WMT) surged 4.21% higher after its earnings and revenue beat expectations and its forecast for next quarter was about in line with consensus at the mid-point... MAJOR MOVERS: Among the notable gainers were Ctrip.com International (CTRP), up $1.26, or 6.41%, to $20.91, after it posted a sharp rise in its Q1 revenue, and SunPower (SPWR), up 51c, or 10.04%, to $5.59, as Apple (AAPL) got approval for a major solar project in North Carolina and the U.S. set duties on Chinese solar imports... Noteworthy losers included Advance Auto Parts (AAP), down $13.93, or 16.97%, to $68.17, after its earnings missed estimates and the company said it sees 2012 same store sales growth in the low single digits, and MEMC Electronic Materials (WFR), down 47c, or 22.07%, to $1.66, following the resignation of its Chief Financial Officer... INDICES: The Dow lost $156.06, or 1.24%, to $12,442.49; the Nasdaq fell $60.35, or 2.10%, to $2,813.69; and the S&P 500 dropped $19.94, or 1.51%, to $1,304.86. :theflyonthewall.com |
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| 16:13 EDT |  | AAPL |
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| 14:44 EDT |  | AAPL |
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| 13:07 EDT |  | AAPL |
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| 12:14 EDT |  | AAPL |
| theflyonthewall.com: | VIX methodology for Apple-VXAPL +9.4% to 37.63 | | :theflyonthewall.com |
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| 11:50 EDT |  | AGU, MOS |
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| 11:33 EDT |  | AAPL |
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| 09:53 EDT |  | AAPL |
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| 09:40 EDT |  | AAPL |
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| 09:23 EDT |  | DKS |
| theflyonthewall.com: | Dick's Sporting weakness a buying opportunity, says Sterne Agee | | Sterne Agee views the weakness in Dick's Sporting shares following David Einhorn's presentation yesterday as a buying opportunity. The analyst said Amazon.com's potential entrance into the sporting goods category will impact companies that focus on commodity products, unlike Dick's (DKS) and Golf Galaxy, which have a large number of exclusive or private label brands. The firm rates shares a Buy with a $56 price target. :theflyonthewall.com |
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| 06:37 EDT |  | AAPL |
| theflyonthewall.com: | AUO, LG Display pass iPad mini LCD panel certification, Apple Insider reports | | AU Optronics (AUO) and LG Display (LPL) have both passed certification tests to produce LCD panels for a rumored iPad mini (AAPL) and are now preparing shipments to send to Apple, according to Apple Insider. Reference Link :theflyonthewall.com |
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| 06:16 EDT |  | AAPL |
| theflyonthewall.com: | Foxconn denies rumors it will seek investments from clients, Digitimes reports | | Foxconn has denied that it will seek strategic investments with clients including Apple (AAPL) and Hewlett-Packard (HPQ) to compete against Samsung Electronics, according to Digitimes. Reference Link :theflyonthewall.com |
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| 06:14 EDT |  | AAPL |
| theflyonthewall.com: | Time Warner Cable, Viacom settle their iPad issues, WSJ reports | | Time Warner Cable (TWC) says it will resume live streaming of some Viacom (VIA, VIAB) owned TV channels to customers' iPads (AAPL) following a legal settlement with Viacom, reports the Wall Street Journal. Reference Link :theflyonthewall.com |
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| 04:54 EDT |  | RIMM |
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May 16, 2012
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| 16:16 EDT |  | AAPL |
| theflyonthewall.com: | Options Update; May 16, 2012 | | CBOE Volatility Index-VIX up 30c to 22.27. Option volume leaders today: MSFT BAC FCX AAPL according to Track Data. :theflyonthewall.com |
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| 15:57 EDT |  | AAPL |
| theflyonthewall.com: | Apple mentioned positively by Greenlight's David Einhorn at Ira Sohn conference | | Says Apple worthy of higher multiple, reported Bloomberg. :theflyonthewall.com |
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| 15:26 EDT |  | AAPL |
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| 15:12 EDT |  | AAPL |
| theflyonthewall.com: | Apple May 540 straddle priced for 1.8% price movement into Friday’s expiration |
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| 12:31 EDT |  | AAPL |
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| 12:12 EDT |  | JNPR |
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| 11:42 EDT |  | AAPL |
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| 10:33 EDT |  | XYL |
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| 10:33 EDT |  | CSCO |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Akamai (AKAM) upgraded to Neutral from Sell at Citigroup... Cisco (CSCO) upgraded to Overweight from Equal Weight at Barclays... Fossil (FOSL) upgraded to Buy from Neutral at Citigroup... Hollysys Automation (HOLI) upgraded to Buy from Neutral at Roth Capital... PepsiCo (PEP) upgraded to Outperform from Underperform at CLSA... Rowan Companies (RDC) upgraded to Outperform from Neutral at Macquarie... SandRidge Energy (SD) upgraded to Hold from Sell at Canaccord... Seadrill (SDRL) upgraded to Buy from Neutral at Citigroup... Simpson Manufacturing (SSD) upgraded to Neutral from Underperform at RW Baird... TE Connectivity (TE) upgraded to Outperform from Neutral at Macquarie... Weatherford (WFT) upgraded to Overweight from Neutral at JPMorgan... Dunkin' Brands (DNKN) upgraded to Buy from Hold at Argus... Total (TOT) upgraded to Equal Weight from Underweight at Morgan Stanley. :theflyonthewall.com |
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| 09:40 EDT |  | AAPL |
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| 08:55 EDT |  | RIMM |
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| 08:53 EDT |  | DKS |
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| 08:51 EDT |  | AGU |
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| 08:37 EDT |  | RIMM |
| theflyonthewall.com: | Facebook could be looking to acquire Research in Motion, Daily Mail reports | | With Facebook's (FB) Friday IPO expected to raise in excess of $12B, speculation has increased around what acquisitions the company could make, with Research in Motion (RIMM) stepping forward as a major prospect, according to the Daily Mail. Reference Link :theflyonthewall.com |
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| 08:26 EDT |  | JNPR |
| theflyonthewall.com: | Radware likely in talks with Juniper over licensing deal, says Oppenheimer | | After conducting checks, Oppenheimer believes that Radware (RDWR) is in advanced negotiations to license its ADC engine to Juniper (JNPR). The firm thinks the deal could be worth about $70M-$100M over three to five years, and lead to an annual EPS increase of about 75c per share for Radware. The firm maintains an Outperform rating on Radware. :theflyonthewall.com |
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| 08:09 EDT |  | DKS |
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| 08:00 EDT |  | DKS |
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| 07:53 EDT |  | AAPL |
| theflyonthewall.com: | Apple looks to dismiss class action suits over Siri ads, Apple Insider says | | Apple (AAPL) has filed a motion to dismiss a set of class-action lawsuits that accuse the company of falsely advertising the iPhone 4S Siri voice assistant feature, with the company arguing the plaintiffs are too vague, reported Apple Insider. Reference Link :theflyonthewall.com |
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| 07:49 EDT |  | AAPL |
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| 07:38 EDT |  | AGU, MOS |
| theflyonthewall.com: | Deere expects increased crop production in China in 2012 | | In China, Deere sees strong grain prices leading to positive farm income and strong government support of agricultural mechanization. In the Commonwealth of Independent States, Deere sees ongoing business optimism leading to increased investments, especially in Russia and Kazakhstan. In India, Deere sees commodity prices to soften against 2011 but remain elevated due to strong demand and increased focus from government for farm mechanization. :theflyonthewall.com |
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| 07:35 EDT |  | AGU, MOS |
| theflyonthewall.com: | Deere sees EU 27 farm income above long-term average levels | | Says optimism continues in EU 27 Agricultural sector and demand for agricultural equipment remains strong. Says sovereign debt and fiscal issues concentrated in Southern Europe, not key agricultural markets. Comments taken from presentation slides for Q2 earnings conference call. :theflyonthewall.com |
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| 07:31 EDT |  | MOS, AGU |
| theflyonthewall.com: | Deere sees U.S. corn, wheat acres planted growing from 2011/12 to 12/13 | | Deere sees corn acres planted 91.9M in 2011/12 and 95.5M in 2012/13. Sees wheat acres planted 54.4M in 2011/12 and 55.9M in 2012/13. Sees soybean acres planted 75.0M in 2011/12 and 74.9M in 2012/13. Sees crop yields for all three commodities growing from 11/12 to 12/13. :theflyonthewall.com |
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| 07:30 EDT |  | DFS |
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| 07:28 EDT |  | AGU, MOS |
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| 06:29 EDT |  | AAPL |
| theflyonthewall.com: | Apple to help Czech cartoon character Krtek enter U.S. market, Bloomberg reports |
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| 06:27 EDT |  | AAPL |
| theflyonthewall.com: | Apple iOS to keep hold of tablet dominance in 2012, Digitimes reports | | Despite a slight fall in market share in Q4, Apple's (AAPL) iOS is expected to reassert and maintain dominance in the worldwide tablet market throughout 2012, according to IHS iSuppli and reported in Digitimes. Reference Link :theflyonthewall.com |
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| 06:25 EDT |  | AAPL |
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| 06:22 EDT |  | AAPL |
| theflyonthewall.com: | Apple to increase screen sizes for future iPhones, WSJ reports | | Apple's (AAPL) future iPhones are expected to have larger screens that previous smartphones, reports the Wall Street journal. Citing people familiar with the siutation, production set for next month will have screens that measure at least 4 inches compared to the 3.5 inches on the iPhone 4S. Reference Link :theflyonthewall.com |
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| 06:14 EDT |  | APO |
| theflyonthewall.com: | Brambles held deal talks with Shred-It, may sell Recall unit, Reuters reports |
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| 06:12 EDT |  | XYL |
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| 06:05 EDT |  | AAPL |
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| 05:52 EDT |  | CSCO |
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May 15, 2012
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| 17:00 EDT |  | AAPL |
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| 16:56 EDT |  | MSI |
| theflyonthewall.com: | Soros reports decreased stakes in InterOil, Motorola, Medicines Co, Wells Fargo |
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| 16:42 EDT |  | CSCO, AAPL |
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| 16:21 EDT |  | DKS |
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| 16:03 EDT |  | AAPL |
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| 15:35 EDT |  | AAPL |
| theflyonthewall.com: | Apple June volatility low; shares trade below 10 and 50-day moving average | | Apple May 550 calls and puts are active on total call volume of 274K contracts (218K puts). June put option implied volatility is at 29, July is at 33; compared to its 26-week average of 32 according to Track Data, suggesting decreasing near term price movement. :theflyonthewall.com |
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| 14:39 EDT |  | AAPL |
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| 13:46 EDT |  | AAPL |
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| 13:29 EDT |  | AAPL |
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| 12:33 EDT |  | AAPL |
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| 12:14 EDT |  | DKS |
| theflyonthewall.com: | On The Fly: Midday Wrap | | Stocks on Wall Street were higher at midday, amid a raft of U.S. economic data and surprisingly strong economic growth in Germany. Each of the major indices was in positive territory and near session highs around noon despite trading in a narrow range for the entire session. The averages have had a better tone since the close of the European markets, which once again dictated the direction of our markets in the early going. Europe's markets, which had been higher following better than expected GDP numbers from Germany, fell when Greece said they were unable to establish a coalition government. The U.S. markets see-sawed with the European news but have generally remained in a narrow range... ECONOMIC EVENTS: In the U.S., the Consumer Price Index remained flat in April, as expected, while the core CPI, which excludes food and energy, rose 0.2%, which was also in line with forecasts. The Empire Manufacturing Index had a reading of 17.09, versus expectations of a 9.0 reading. Retail sales increased 0.1% in April, which matched expectations, while the core reading subtracting autos and gas rose 0.1%, versus expectations of an increase of 0.3%. Business inventories increased 0.3% in March, versus expectations for an increase of 0.4%. The NAHB Housing Market Index hit a five year high with a reading of 29, versus expectations for a reading of 26. In Europe, Greek political leaders failed to agree on a coalition government so the nation will hold new elections. Also, the 17-member euro zone narrowly avoided a recession, as economic growth in the first quarter was flat, but the overall result was largely influenced by unexpectedly strong growth in Germany. Germany's GDP rose 0.5%, but growth was flat in France, Italy's economy shrunk 0.8%, Spain's fell by 0.3% and Greece's GDP declined 6.2%... COMPANY NEWS: Groupon (GRPN) shares rallied over 16% after its earnings and revenue beat expectations. The company also guided to revenues next quarter that were above consensus at the midpoint but some on the Street remain skeptical, as Stifel Nicolaus said shares are likely to weaken into the June 1 lockup expiration and Susquehanna lowered its price target on the stock to $15 from $25... Dow component Home Depot (HD) slid about 2% after its earnings beat expectations and it raised its full year profit forecast. Sales, however, missed estimates and the company said that same store sales growth next quarter would lag because of sales pulled into the early part of the year due to warm weather... MAJOR MOVERS: Among the notable gainers were TJX (TJX), up about 7%, after its earnings and revenue beat expectations, and Dick's Sporting Goods (DKS), up 7% as well, after its sales, profits and guidance all came in above consensus. Noteworthy losers included Avon (AVP), down over 10%, after Coty withdrew its proposal to acquire the company, and Summer Infant (SUMR), down 25%, after the company's earning and revenue fell short of expectations... INDICES: Near noon, the Dow was up 60.92, or 0.48%, to 12,756.27; the Nasdaq was up 26.43, or 0.91%, to 2,929.01; and the S&P 500 was up 6.27, or 0.47%, to 1,344.62. :theflyonthewall.com |
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| 12:06 EDT |  | AAPL |
| theflyonthewall.com: | Adobe announces new publishing features, deal with Meredith | | Adobe Systems (ADBE) announced a series of new features for Adobe Digital Publishing Suite that will allow media companies to monetize their content in new ways, the company said this morning. Among the new features are Content Viewer for Apple's (AAPL) iPhone, social sharing, expanded font licensing and enhanced integration with Adobe Creative Suite 6, said Adobe, which also announced that Meredith(MDP) has chosen Digital Publishing Suite to produce and distribute its leading brands, including Better Homes and Gardens, Parents and Fitness, to multiple channels. :theflyonthewall.com |
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| 10:29 EDT |  | DKS |
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| 10:23 EDT |  | DKS |
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| 10:16 EDT |  | DKS |
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| 10:16 EDT |  | DKS |
| theflyonthewall.com: | Dick's Sporting sees Q2 EPS 62c-63c, consensus 63c | | Sees Q2 gross profit margin modestly increasing. :theflyonthewall.com |
|
| 10:14 EDT |  | JNPR |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Akamai (AKAM) upgraded to Buy from Neutral at Janney Capital... Amazon.com (AMZN) upgraded to Outperform from Neutral at Credit Suisse... Amedisys (AMED) upgraded to Outperform from Neutral at RW Baird... Cepheid (CPHD) upgraded to Buy from Neutral at UBS... Dominion (D) upgraded to Buy from Hold at Jefferies... Flextronics (FLEX) upgraded to Buy from Neutral at BofA/Merrill... Gentiva Health (GTIV) upgraded to Neutral from Underperform at RW Baird... Jabil Circuit (JBL) upgraded to Buy from Neutral at BofA/Merrill... Juniper (JNPR) upgraded to Buy from Neutral at BofA/Merrill... KiOR (KIOR) upgraded to Buy from Neutral at Citigroup... MIPS Technologies (MIPS) upgraded to Buy from Hold at Benchmark Co... Silver Wheaton (SLW) upgraded to Outperform from Neutral at Macquarie... Southern Company (SO) upgraded to Buy from Hold at Jefferies. :theflyonthewall.com |
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| 10:10 EDT |  | DKS |
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| 10:07 EDT |  | DKS |
| theflyonthewall.com: | Dick's Sporting sees potential to open up over 400 new stores over next few yrs |
Subscribe for More Information :theflyonthewall.com |
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| 09:44 EDT |  | AAPL |
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| 09:42 EDT |  | JNPR |
| theflyonthewall.com: | Juniper reverses higher from 6-month lows, resistance at $19.04, its 10-day MA | | :theflyonthewall.com |
|
| 09:40 EDT |  | DKS |
| theflyonthewall.com: | Dick's Sporting gaps above its 10-day MA, resistance at $51.22 | | :theflyonthewall.com |
|
| 09:05 EDT |  | CIEN |
|
| 09:00 EDT |  | DKS |
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| 08:26 EDT |  | AAPL |
| theflyonthewall.com: | Apple iPad strength offsets iPhone weakness, says Sterne Agee | | After conducting supply chain checks, Stern Agee believes that Apple is less likely to surpass consensus iPhone estimates over the next two quarters, and that near-term iPhone expectations are likely too high. However, the firm thinks that the likelihood of iPad sales beating consensus estimates has increased. The firm raised its estimates for Apple slightly, and maintains a $780 target and Buy rating. :theflyonthewall.com |
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| 07:56 EDT |  | CSCO |
| theflyonthewall.com: | JP Morgan to host a conference | | 40th Annual Global Technology, Media & Telecom Conference is being held in Boston on May 15-17 with webcasted company presentations to begin on May 15 at 8 am; not all company presentations may be webcasted. Webcast Link :theflyonthewall.com |
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| 07:55 EDT |  | AAPL |
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| 07:33 EDT |  | DKS |
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| 07:33 EDT |  | DKS |
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| 07:32 EDT |  | DKS |
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| 07:17 EDT |  | MSI |
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| 07:17 EDT |  | JNPR |
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| 07:16 EDT |  | AAPL |
| theflyonthewall.com: | Nokia says Apple tampered with Siri to not endorse Lumia 900, Next Web reports |
Subscribe for More Information :theflyonthewall.com |
|
| 07:15 EDT |  | AGU |
| theflyonthewall.com: | BMO Capital to host a conference | | 2012 Farm to Market Conference is being held in New York on May 15-16 with webcasted company presentations to begin on May 15 at 8 am; not all company presentations may be webcasted. Webcast Link :theflyonthewall.com |
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| 06:33 EDT |  | JNPR |
| theflyonthewall.com: | Juniper upgraded to Buy from Neutral at BofA/Merrill | | :theflyonthewall.com |
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| 06:23 EDT |  | CSCO, RIMM, AAPL |
| theflyonthewall.com: | Labor, power shortages could turn worse as notebook demand rises, DigiTimes says |
Subscribe for More Information :theflyonthewall.com |
|
| 06:21 EDT |  | CSCO, RIMM, AAPL |
| theflyonthewall.com: | Qualcomm Snapdragon shortage forcing vendors to other options, DigiTimes says |
Subscribe for More Information :theflyonthewall.com |
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| 06:19 EDT |  | AAPL, RIMM |
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| 06:18 EDT |  | AAPL |
| theflyonthewall.com: | 7.85-inch iPad reportedly uses thin-touch film, Digitimes reports | | Apple (AAPL) intends to use G/F2 thin-film touch technology on its 7.85-inch iPad, which could be see release by Q4, according to industry sources and reported in Digitimes. Reference Link :theflyonthewall.com |
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| 06:17 EDT |  | RIMM, AAPL, CSCO |
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| 06:16 EDT |  | AAPL |
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| 05:38 EDT |  | DFS |
| theflyonthewall.com: | Discover April net charge-offs 2.6% vs. 2.64% last month | | :theflyonthewall.com |
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| 05:38 EDT |  | DFS |
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|
May 14, 2012
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| 16:42 EDT |  | AAPL |
| theflyonthewall.com: | Appaloosa reports increased stakes in Apple, United Continental, US Airways | | :theflyonthewall.com |
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| 16:08 EDT |  | CIEN |
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| 16:06 EDT |  | AAPL |
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| 14:42 EDT |  | AAPL |
| theflyonthewall.com: | Judge grants Apple request to consolidate, delay patent trial, Foss Patents says | | A Florida-based federal judge granted Apple's (AAPL) request to consolidate a patent lawsuit against it by Motorola Mobility (MMI) with Apple's patent lawsuit against HTC , according to Foss Patents. As a result, Motorola's lawsuit, originally scheduled to go to trial at the end of this year, is now not slated to be tried until April 2014, the publication added. Reference Link :theflyonthewall.com |
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| 14:32 EDT |  | AAPL |
| theflyonthewall.com: | Shutterfly retreats on report of new Apple photo sharing service | | Shutterfly (SFLY), whose products enables users to store and share Internet-based photos, is slumping after The Wall Street Journal reported that Apple (AAPL) is planning to add new photo sharing features to its online service, iCloud. The new features will enable users to share and comment on multiple sets of photos, according to the newspaper, which cited unnamed sources. At this time iCloud only enables users to share one set of photos, the newspaper said. In mid-afternoon trading, Shutterfly dropped $2.01, or 7.56%, to $24.59. :theflyonthewall.com |
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| 12:48 EDT |  | AAPL |
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| 12:34 EDT |  | AAPL |
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| 11:29 EDT |  | AAPL |
| theflyonthewall.com: | Apple gets mixed patent ruling, court orders review of one claim versus Samsung |
Subscribe for More Information :theflyonthewall.com |
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| 11:12 EDT |  | AAPL |
| theflyonthewall.com: | Apple wins review of tablet design patent against Samsung, Bloomberg reports | | :theflyonthewall.com |
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| 11:01 EDT |  | AAPL |
| theflyonthewall.com: | Foxconn denies reports it will manufacture Apple's new iTV, The Next Web reports |
Subscribe for More Information :theflyonthewall.com |
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| 09:42 EDT |  | AAPL |
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| 09:25 EDT |  | RIMM |
| theflyonthewall.com: | Research in Motion, Tanla announce partnership in the Middle East | | Tanla Solutions announced that it is working with RIM in the Middle East to deliver Applications Gift Card solutions using its proprietary license management solution for rights management, in application payments and redemption. :theflyonthewall.com |
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| 07:55 EDT |  | AAPL |
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| 07:44 EDT |  | AAPL |
| theflyonthewall.com: | Apple pressured to drop "4G" from iPad marketing in some markets, GigaOM says | | Apple (AAPL) gave in to pressure and changed the way its iPad is being marketed in some countries outside of North America, dropping its claim of being a 4G device in Australia and New Zealand, reported GigaOM. Reference Link :theflyonthewall.com |
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| 07:37 EDT |  | DFS |
| theflyonthewall.com: | American Financial Services Association to host a conference | | 22nd AFSA Finance Industry Conference for Fixed Income Investors is being held in Boston on May 14-16. :theflyonthewall.com |
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| 06:41 EDT |  | AAPL |
| theflyonthewall.com: | Taiwan makers building plants in preparation for Apple products, DigiTimes says |
Subscribe for More Information :theflyonthewall.com |
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| 06:03 EDT |  | AAPL |
| theflyonthewall.com: | USPS banning international shipments of laptops, iPads, AP reports | | The U.S. Postal Service is banning shipments of electronics with lithium batteries internationally, due to the risk of fire, the Associated Press reports. The ban includes electronics such as smartphones, laptops and iPads. Reference Link :theflyonthewall.com |
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|
May 13, 2012
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| 20:18 EDT |  | AAPL |
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| 16:18 EDT |  | CSCO |
| theflyonthewall.com: | Cisco and Intel's views on IT spending clash, Barron's reports | | When CEO John Chambers blamed Cisco's (CSCO) earnings miss last Wednesday on weakened corporate tech spending, his comments whipsawed tech investors and stocks. Indeed, much of Cisco's woes can be blamed on Europe, which is a big spender on business software, services, and networking gear. That is especially true of Europe's governments, which might explain Chambers' more negative view of corporate spending, Barron's reports. But apparently, Chambers hadn't checked with Intel (INTC) CEO Paul Otellini, who sees no change in IT spending. Intel is less reliant on Europe and more dependent on emerging markets in China, India, and Brazil, which probably explains why Otellini isn't feeling Chambers' pain, the periodical notes. Reference Link :theflyonthewall.com |
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| 15:33 EDT |  | DKS |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer laid out his game plan for the week of May 14, ahead of Facebook's (FB) IPO on Friday. (Monday) Groupon (GRPN) reports, Cramer said this stock shows us just what can go wrong with a red hot technology-related IPO. He said to stay away. (Tuesday) A slew of retail earnings, including JC Penney (JCP), Dick'' Sporting Goods (DKS), Saks (SKS), TJX Stores (TJX) and Home Depot (HD). Cramer was bullish on TJX and Home Depot, but told investors to steer clear of the others for now. (Wednesday) earnings include John Deere (DE) a perpetually downbeat conference call, Target (TGT) a retailer whose prospects are looking up, along with two restaurants Jack in the Box (JACK) and Red Robin (RRBG). Cramer said he's intrigued by Target, but would only listen to the two burger chains'' results. (Thursday) Reporting: Ross Stores (ROST), Gap Stores (GPS) and Dollar Tree (DLTR), along with cloud computing giant Salesforce.com (CRM). Cramer said to buy any of the retailers on weakness, but only pickup Salesforce if the weakness is severe. (Friday) the expected IPO of Facebook (FB) and Cramer once again told investors to get in on the IPO, if they can, but absolutely do not buy any shares in the aftermarket. Next, Cramer said he's always a fan of companies unlocking value by splitting themselves up. In a case like Marathon Oil (MRO), shares rose 30% from the time the deal was announced until the split actually occurred earlier this year. But once the split happens, cautioned Cramer, the opportunity comes to an end. Now ConocoPhillips (COP) has spun off its Phillips 66 (PSX) refining and pipeline assets, the company is only growing at 3% to 5% a year, hardly enough to get excited about., Cramer says. He prefers Chevron (CVX), which offers a smaller dividend but also more growth. Investors looking for even more upside should consider EOG Resources (EOG) or an oil pipeline like Kinder Morgan Energy Partners (KMP). Bottom-line: Cramer said that he's not a buyer of either half of the old Conoco and told investors that this opportunity, like most other break up stories, has come to an end. Then, Cramer put the energy drink maker Monster Beverage (MNST) through his 10-step prism to find out if its a turbo-charged company or just an over-caffeinated stock. Weighing all the pros and cons, Cramer said that he would invest in Monster only as a speculative stock. He also recommended using deep-in-the-money call options as a stock replacement strategy to limit the downside risk. MAD MAIL: Medtronic (MDT) is dead money and there are better places to invest. Cramer prefers Energy Transfer Partners (ETP) instead of Inergy (NRGY). Conns (CONN) too risky. Cramer is only recommending a few oil stocks and not Carrizo (CRZO). Bearish on Windstream Communications (WIN). Abbott Labs (ABT) is his favorite drug stock. NO HUDDLE OFFENSE: Cramer sounded off on the JPMorgan Chase (JPM)) bad-trade debacle. Cramer suggested JPM CEO Jamie Dimon give up his bonus as a gesture of good will toward shareholders. LIGHTNING ROUND: (Bullish) DOW; CCE; HBAN, buy under $6. (Bearish) UPL; BGCP; BRCD; ERF.Reference Link :theflyonthewall.com |
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May 12, 2012
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| 11:56 EDT |  | MOS |
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May 11, 2012
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| 15:59 EDT |  | AAPL |
| theflyonthewall.com: | Options Update; May 11, 2012 | | CBOE Volatility Index-VIX up 92c to 19.75 Option volume leaders today: CHK BAC JPM AAPL according to Track Data. :theflyonthewall.com |
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| 14:44 EDT |  | CSCO |
| theflyonthewall.com: | Stocks set to end week lower as turmoil in Europe weighs on shares | | Stocks are poised to finish lower for the week as the fallout from elections in France and Greece, along with worries about the solvency of Spanish banks and Spain itself, rattled investors. MACRO NEWS: French socialist Francois Hollande won the French presidential election on Sunday. Hollande has called for the E.U.'s fiscal pact to be revised and weakened, placing him on a collision course with German Chancellor Angela Merkel and causing investors to become more worried about the euro zone's debt crisis... The Greek election also intensified investors' fears about Europe, as the party with the most votes was unable to form a government and the leader of the second largest party wants to default on the country's deals with the E.U... The Spanish government announced that it would nationalize the country's fourth largest bank, and some investors are worried that other Spanish banks will require aid from the government. There are also concerns that the cost of bailing out banks will bankrupt the Spanish government. COMPANY NEWS. In the U.S., JP Morgan (JPM) announced that it had suffered a $2B loss on synthetic trading positions. Some analysts believe that the loss will grow significantly... Cisco (CSCO) reported stronger than expected Q3 results but provided lower than expected Q4 EPS guidance. The company warned that European headwinds and customers' conservatism were creating challenges... Coty increased its takeover offer for Avon (AVP) to $24.75 per share. :theflyonthewall.com |
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| 12:25 EDT |  | CIEN |
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| 12:10 EDT |  | AAPL |
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| 11:59 EDT |  | CIEN |
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| 11:22 EDT |  | MOS |
| theflyonthewall.com: | Mosaic calls active on renewed takeover chatter | | Mosaic May 50 and 52 calls are active on total call volume of 5K contracts (2K puts). May call option implied volatility is at 34, June is at 38; compared to its 26-week average of 39 according to Track Data. Active call volume suggests traders positioning for larger price movement for this frequent takeover chatter name. :theflyonthewall.com |
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| 10:23 EDT |  | CSCO |
| theflyonthewall.com: | Cisco management to meet with Jefferies | | Meeting to be held in London on May 14 hosted by Jefferies. :theflyonthewall.com |
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| 10:19 EDT |  | CSCO |
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| 09:41 EDT |  | CSCO, AAPL |
| theflyonthewall.com: | Active equity option families in first 10-minutes | | Active equity option families in first 10-minutes of trading according to Track Data are: AAPL JPM ARNA CSCO. :theflyonthewall.com |
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| 08:59 EDT |  | AAPL |
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| 08:30 EDT |  | AAPL |
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| 08:29 EDT |  | AAPL |
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| 08:01 EDT |  | JNPR |
| theflyonthewall.com: | BofA/Merrill's technology analysts hold an analyst/industry conference call | | Technology Analysts Post and Rangan provide a review of the recently held Global Technology Conference on an Analyst/Industry conference call to be held on May 11 at 10 am. :theflyonthewall.com |
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| 06:52 EDT |  | AAPL |
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| 04:59 EDT |  | AAPL |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer noted that housing is coming back "and it's going to take a lot of sectors with it." Cramer said the housing market may have bottomed out in 2007, but things are finally beginning to change as homebuilders like Toll Brothers (TOL) and Lennar (LEN) are up 31% and 40% for the year, respectively. Home builders need materials, said Cramer, so why not look into a Masco (MAS) or Sherwin-Williams (SHW) or Owens Corning (OC)? All of these stocks are cheap, Cramer says. Home buyers will need loans, so that's good news for Wells Fargo (WFC) and US Bancorp (USB), said Cramer. They will also need insurance, think Travelers (TRV). While those may be the obvious plays, Cramer said there are plenty of other companies that benefit as well. Time Warner (TWX) will provide cable service to many new homes while Verizon (VZ) and AT&T (T) will provide phone service. Cramer also touted retail, which does well when homes are increasing in value. He likes Bed Bath & Beyond (BBBY), along with Home Depot (HD) and Costco (COST). EXECUTIVE DECISION: Cramer once again sat down with Richard Pops, chairman and CEO of drug maker Alkermes (ALKS), a company that expects to see double-digit revenue growth next year. Pops said that Alkermes is now in the sweet spot; it's large enough that it has all of the resources it needs to make medicines, get them approved and manufacture them, but it's also not too big that bureaucracy slows its pace of innovation. One of Alkermes' most promising treatments is for alcoholism. And, it also has a promising drug in phase III testing for schizophrenia. Cramer said he continues to like the innovation and growth at Alkermes, even if the company remains a speculative play, as it still has no earnings. OFF THE CHARTS:The technicals are warning investors to be more cautious going forward, as another 5% drop to the downside could be looming. "Keep your eye on the CBOE Volatility Index (VIX)", Cramer concluded. NO HUDDLE OFFENSE: While everything is going right inside Cisco (CSCO), outside factors, including decreasing government spending, are an issue that every technology company will need to address in the near future, Cramer says. Next, Cramer revisited the Hospitality Index, a group of stocks created by restauranteur Danny Meyer in 2009. The Hospitality Index consisted of 17 stocks including Whole Foods (WFM), Chipotle Mexican Grill (CMG), Apple (AAPL), Costco (COST) and Amazon.com (AMZN). Since its introduction in 2009, the S&P 500 has delivered a 65% return while the Hospitality Index returned a stellar 257% return with only one stock, DreamWorks Animation (DWA), posting a loss. Cramer said the same things that have made these companies a success over the past three years still hold true today. LIGHTNING ROUND: Hewlett-Packard (HPQ): Cramer doesn't like the stock at all and says "it can go lower, much lower." Pan American Silver (PAAS) is the best house in a shaky neighborhood. Cramer doesn't want to own any miners, they're too dangerous. Hercules Offshore (HERO) If you consider it a speculative stock, Cramer blesses it as a long-term bet on oil. Prudential (PRU) Cramer likes it, but is cautious as the stock doesn't have yield protection. Zipcar (ZIP) Cramer said he would look again when the stock is between $6 and $9 a share. Chesapeake Granite Wash Trust (CHKR) Cramer thinks you can buy it lower. Deere & Co.(DE): "It's a good company but the commodities are weak". Cramer wants to be 'careful'. Reference Link :theflyonthewall.com |
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May 10, 2012
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| 16:47 EDT |  | CSCO |
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| 16:06 EDT |  | AAPL, CSCO |
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| 14:18 EDT |  | AAPL |
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| 13:48 EDT |  | AAPL |
| theflyonthewall.com: | Apple to introduce smaller iPad in October, Boy Genius says | | Apple (AAPL) will launch a smaller version of its iPad in October, and the device will cost $200-$250, according to Boy Genius, which cited iMore. Reference Link :theflyonthewall.com |
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| 13:16 EDT |  | CSCO |
| theflyonthewall.com: | Cavium Networks weakness related to Cisco is overdone, says Raymond James | | Raymond James believes Cavium (CAVM) weakness related to Cisco's (CSCO) guidance is an overreaction. The analyst expects service provider rather than enterprise to be a driver for Cavium and adds the company is dominating the high-end of the multi-core markets. :theflyonthewall.com |
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| 12:20 EDT |  | CSCO |
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| 12:11 EDT |  | CSCO |
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| 11:30 EDT |  | AAPL |
| theflyonthewall.com: | ForeSee says Amazon tops again in online satisfaction, Netflix rebounds a bit | | In a research study of e-retail customer satisfaction, ForeSee said that Amazon.com (AMZN) remains the leader among those surveyed and set a record for the highest score by a retailer measured in its index. Netflix (NFLX) regained some footing to score an 81, up from its all-time low score of 79 during the holiday season. Behind Amazon, the top scorers were Apple (AAPL), QVC (LINTA), Keurig (GMCR) and Avon (AVP). Reference Link :theflyonthewall.com |
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| 11:16 EDT |  | CSCO |
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| 10:06 EDT |  | JNPR |
| theflyonthewall.com: | Juniper shares fall in early trading, support is at $18.05 pivot, then $17.64 | | :theflyonthewall.com |
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| 09:55 EDT |  | AAPL |
| theflyonthewall.com: | Apple rises in early trading, next resistance at $578.41, its 10-day MA | | :theflyonthewall.com |
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| 09:11 EDT |  | AGU, MOS |
| theflyonthewall.com: | WASDE raises projection for corn ending stocks by 50M bushels to 851M | | In its latest assessment of U.S. and world crop supply and demand prospects, the U.S. Department of Agriculture raised its projected U.S. corn ending stocks for 2011/12 by 50M bushels to 851M bushels. U.S. corn ending stocks for 2012/13 are projected at 1.9B bushels, up 1.0B bushels from the current year projection. The season-average farm price for 12/13 is projected at $4.20-$5.00 per bushel, down sharply from the 2011/12 record projected at $5.95-$6.25 per bushel. Global coarse grain supplies for 2012/13 are projected to rise 6% from prior year to 1,389.2M tons. Reference Link :theflyonthewall.com |
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| 08:30 EDT |  | CSCO |
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| 08:16 EDT |  | MOS, AGU |
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| 07:33 EDT |  | CSCO |
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| 07:33 EDT |  | JNPR, CSCO |
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| 07:22 EDT |  | CSCO |
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| 06:35 EDT |  | AAPL |
| theflyonthewall.com: | Elpida acquisition would make Micron Apple chip supplier, CNet reports | | Micron (MU) would become a major chip supplier to Apple (AAPL) if the company were to go ahead with its proposed acquisition of Elpida, according to CNet. Reference Link :theflyonthewall.com |
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| 06:35 EDT |  | AAPL |
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| 05:53 EDT |  | CSCO |
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| 04:20 EDT |  | AAPL |
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May 9, 2012
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| 17:50 EDT |  | CSCO |
| theflyonthewall.com: | Cisco repurchased $550M in stock in Q3, 27M shares at average price $20.28 | | :theflyonthewall.com |
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| 17:46 EDT |  | CSCO |
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| 17:17 EDT |  | CSCO |
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| 17:15 EDT |  | CSCO |
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| 17:14 EDT |  | CSCO |
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| 17:07 EDT |  | CSCO |
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| 17:06 EDT |  | CSCO |
| theflyonthewall.com: | Cisco sees Q4 adjusted gross margins 61-62% | | :theflyonthewall.com |
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| 17:01 EDT |  | CSCO |
| theflyonthewall.com: | Cisco sees Q4 EPS 44c-46c, consensus 49c | | :theflyonthewall.com |
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| 17:00 EDT |  | CSCO |
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| 16:59 EDT |  | CSCO |
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| 16:33 EDT |  | CSCO |
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| 16:06 EDT |  | CSCO |
| theflyonthewall.com: | Cisco reports Q3 EPS 48c , consensus 47c | | Reports revenue $11.59B , consensus $11.57B. :theflyonthewall.com |
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| 16:04 EDT |  | AAPL, CSCO |
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| 15:31 EDT |  | CSCO |
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| 15:07 EDT |  | CSCO |
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| 12:20 EDT |  | AGU |
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| 12:17 EDT |  | AGU |
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| 11:48 EDT |  | AGU |
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| 11:46 EDT |  | AGU |
| theflyonthewall.com: | Agrium: Global nitrogen prices could see some pullback in the June, July period | | Comment made on Q1 earnings conference call. :theflyonthewall.com |
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| 10:54 EDT |  | CSCO |
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| 10:47 EDT |  | RIMM |
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| 09:40 EDT |  | AAPL |
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| 09:34 EDT |  | AAPL |
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| 08:19 EDT |  | AAPL |
| theflyonthewall.com: | iPod owners advised of class-action suit against iTunes, Apple Insider reports |
Subscribe for More Information :theflyonthewall.com |
|
| 07:26 EDT |  | CSCO |
| theflyonthewall.com: | Cisco May volatility increases into Q3 and outlook | | Cisco May put option implied volatility is at 55, June is at 30; compared to its 26-week average of 31 according to Track Data, suggesting larger near term price movement into the expected release of Q3 results today after the market close. :theflyonthewall.com |
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| 07:23 EDT |  | AGU |
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| 07:22 EDT |  | AGU |
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| 07:22 EDT |  | AGU |
| theflyonthewall.com: | Agrium reports Q1 adjusted EPS $1.32, consensus 99c | | Reports Q1 revenue $3.63B, consensus $2.98B :theflyonthewall.com |
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| 07:08 EDT |  | AAPL |
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| 06:23 EDT |  | AAPL |
| theflyonthewall.com: | Pegatron gets new iPhone, 10-inch iPad orders, Digitimes reports | | Pegatron has reportedly won an order for a new-generation iPhone (AAPL) to be launched in September and a 10-inch iPad that will be released in Q4, according to Digitimes. Reference Link :theflyonthewall.com |
|
| 06:14 EDT |  | AAPL |
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| 06:11 EDT |  | AAPL |
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| 06:01 EDT |  | RIMM, AAPL |
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| 05:59 EDT |  | RIMM |
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| 05:38 EDT |  | RIMM |
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