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News Breaks
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January 27, 2012
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| 08:03 EDT |  | CB, PGR, XL, ALL, THG, TRV |
| theflyonthewall.com: | Chubb guidance may cause sector sell-off, says Deutsche Bank | | Deutsche Bank believes Chubb's (CB) weaker than expected 2012 guidance could cause a sell-off in the Property & Casualty insurance sector. The firm believes Chubb's low premium growth guidance and reduced capital return outlook is likely being experienced by the company's peers. :theflyonthewall.com |
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News For CB;PGR;XL;ALL;THG;TRV From The Last 14 Days Check below for free stories on CB;PGR;XL;ALL;THG;TRV the last two weeks.
There are 13 items on the Fly with pertinent information.
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May 23, 2012
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| 06:25 EDT |  | TRV |
| theflyonthewall.com: | Travelers initiated with a Market Perform at JMP Securities | | :theflyonthewall.com |
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May 21, 2012
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| 10:34 EDT |  | XL |
| | 06:08 EDT | | XL |
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May 17, 2012
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| 16:47 EDT |  | XL |
| theflyonthewall.com: | XL Group appoints Eileen Whelley as Chief Human Resources Officer | | XL Group announced the appointment of Eileen Whelley as Executive Vice President, Chief Human Resources Officer. Whelley succeeds Elizabeth L. Reeves, who is retiring. :theflyonthewall.com |
| | 11:43 EDT |  | ALL |
| theflyonthewall.com: | Allstate, AIG, Deutsche Bank named to ResCap creditors committee, WSJ says | | Allstate (ALL), AIG (AIG), and Deutsche Bank (DB) are among firms that will represent creditors in the bankruptcy of Residential Capital, reports the Wall Street Journal. According to a court filing, U.S. trustee Tracy Hope Davis named the companies to the creditors committee to ensure the interests of creditors and other stakeholders. Reference Link :theflyonthewall.com |
| | 09:02 EDT | | ALL |
| | 00:23 EDT | | TRV |
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May 16, 2012
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| 14:40 EDT | | ALL |
| | 08:25 EDT |  | PGR |
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May 15, 2012
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| 07:19 EDT |  | TRV |
| theflyonthewall.com: | Peter G. Peterson Foundation to host a summit | | 3rd Annual 2012 Fiscal Summit: America's Case for Action is being held in Washington, D.C. on May 15 with George Stephanopoulos moderating a variety of interviews with leading policymakers, elected leaders and businessmen regarding the nation's fiscal challenge. Speakers include President Bill Clinton with presentations beginning at 8:45 am. Webcast Link :theflyonthewall.com |
| | 05:53 EDT | | ALL |
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May 11, 2012
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| 09:37 EDT | | ALL |
| | 04:59 EDT | | TRV |
| 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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