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Stock Market & Financial Investment News

News Breaks
April 1, 2012
09:27 EDTLNG, ARCC, EMC, ARNA, LIZ, RIMM, KO, SHFL, NTAP, DNKN, DG, RNDY, TIBX, AEP, GPS, MON, BBBY, KMX, STZ, CMIJim Cramer's "Mad Money"
Jim Cramer said if the Chinese don't deliver on an interest rate cut by Sunday, then Q2 could start out ugly, with less momentum to keep pushing stocks higher. That's why Cramer's game plan for next week's trading was on the cautious side. Cramer said the markets will also be watching the latest German manufacturing numbers. TUESDAY: Cramer said the markets will be watching the latest auto and truck sales. If higher gasoline prices are hurting the U.S. economy, Cramer said it will show up on Tuesday. He told viewers that weak truck sales will be especially bad for Cummins (CMI). WEDNESDAY: Monsanto (MON) and Bed Bath & Beyond (BBBY) reports - Cramer expects good things from both companies and would be a buyer on any weakness from either. THURSDAY: Carmax (KMX) will give another read on the U.S. consumer and higher gas prices. Cramer advised not buying Carmax ahead of the quarter. He was also bullish on Constellation Brands (STZ) and said that the latest retail sales data will make Gap Stores (GPS) the stock to watch in the retail group. FRIDAY: The latest unemployment numbers being released. Cramer expects weakness from the decline in oil and gas drilling, thanks to America's inept energy policy. IPOs: Cramer told viewers to get in on Retail Properties of America, which will begin trading under the ticker RPAI. EXECUTIVE DECISION: Cramer checked in with Nick Akins, president and CEO of American Electric Power (AEP), one of America's top generators of electricity and a company with a 4.9% dividend yield. The shares are down 6.6% for the year over concerns that 65% of the company's power is derived from coal. Cramer said that AEP remains a great, solid company with a great yield, one that deserves a spot in every investor's portfolio. Cramer also spoke with Vivek Ranadive, chairman and CEO of TIBCO Software (TIBX), whose shares fall 6% Friday after it reported a 1c earnings beat on higher-than-expected revenue. Shares of TIBCO, a big data analytics provider, are up 27% since Cramer last spoke with Ranadive on Jan. 11. Ranadive was very bullish on TIBCO's prospects and Cramer remained bullish on TIBCO. MAD TWEETS: Cramer said that no investor should ever have more than 20% of his or her portfolios in speculative stocks. He recommended Roundy's Supermarket (RNDY), a little-known midwest supermarket purveyor with 159 locations under five different brands. Roundy's came public to little fanfare on Feb. 7 and after a modest 6% rise on its first day, shares have been creeping higher, up 26% so far. But what makes Roundy's unique, said Cramer, is its incredible 8.5% dividend yield, one that's triple the industry average. Roundy's, which trades at a scant 7x earnings, is far too cheap, given the company's 10% growth rate. NO HUDDLE OFFENSE: Cramer sounded off against the critics who feel that red-hot IPOs are a sign the markets have gotten too hot to handle. Cramer said nothing could be farther from the truth, as the big secondary offerings from Dollar General (DG) and Dunkin Brands (DNKN) proved this week. Both offerings immediately turned a profit for those who got in on the deal. LIGHTNING ROUND: (Bullish) ARCC; EMC; ARNA. (Bearish) LIZ; RIMM; KO; SHFL; NTAP; LNG. Reference Link
News For CMI;MON;BBBY;KMX;STZ;GPS;AEP;TIBX;RNDY;DG;DNKN;ARCC;EMC;ARNA;LIZ;RIMM;KO;SHFL;NTAP;LNG From The Last 14 Days
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October 8, 2014
16:05 EDTGPSGap reports September net sales up 1% vs. last year
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16:03 EDTGPSGap names Art Peck to succeed Glenn Murphy as CEO
Gap Inc. announced that Art Peck, the president of its Growth, Innovation and Digital division, has been selected by the board to succeed Glenn Murphy as the company’s next CEO, effective February 1, 2015. Murphy made the personal decision to retire from the company at the end of the fiscal year, allowing for a smooth leadership transition. Peck joined the company in 2005. As part of the transition, Bob Fisher will become non-executive Chairman of the board, and Peck will join the board, effective February 1, 2015.
16:01 EDTGPSGap names Art Peck to succeed Glenn Murphy as CEO
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14:46 EDTEMCEMC comments on letter issued by Elliott Management
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11:04 EDTEMCEMC advances after activist letter, report on HP merger talks
Shares of EMC (EMC) are rising slightly in a down market after activist investor Elliott Management disclosed that it wrote in a letter to the company's board that it had heard of "acquisition interest in EMC's assets on the part of several large companies." The firm called on EMC to pursue M&A opportunities and spin off its VMware (VMW) subsidiary. WHAT'S NEW: Since July, several large companies have expressed "acquisition interest" in EMC's assets, Eliiott wrote. Acquisitions of EMC's assets by these companies would be logical from a strategic perspective, the firm added. The parties that have expressed interest could afford to buy all of EMC or a number of its assets, according to Elliott. EMC should look to spin off VMware because owning VMware is holding down the value of EMC's stock and damaging its relationship with its customers, the investor stated. VMware is hurting EMC by competing with EMC's customers, Elliott explained. Elliott Management noted that is affiliates collectively own or have economic exposure to about 2.2% of the common stock and equivalents of EMC. WHAT'S NOTABLE: HP (HPQ) and EMC are still conducting due diligence on a potential merger, CNBC's David Faber reported this morning, citing sources. A deal is unlikely, but still possible, and would include a buy-in of VMware, Faber added. PRICE ACTION: In mid-morning trading, EMC rose 0.3% to $28.20, VMware slid 0.9% to $90.59 and HP dropped 1.2% to $34.80.
10:46 EDTTIBXOptions with decreasing implied volatility
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10:00 EDTCMIOn The Fly: Analyst Initiation Summary
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09:53 EDTEMCHP, EMC still doing due diligence on potential deal, CNBC reports
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09:49 EDTEMCHP, EMC merger unlikely but still possible, CNBC's Faber says
09:48 EDTEMCHP, EMC still doing work on potential deal, CNBC reports
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09:05 EDTAEPFluor wins construction contract from American Electric
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08:55 EDTEMCEMC rises after VMware separation urged by Elliott Management
Shares of EMC Corp. (EMC) are higher in pre-market trading after investor Elliott Management, affiliates of which collectively own or have economic exposure to about 2.2% of the common stock and equivalents of EMC, sent a letter to the company's board detailing the firm's recommendations, including a separation of VMware (VMW) from Core EMC. Shares of EMC are up about 1% to $28.39 following Elliott's public disclosure of its letter to the company's board.
08:54 EDTEMCElliott Management urges separation of VMware from EMC
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08:31 EDTEMCElliott Management sends letter to EMC board
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08:29 EDTMONMonsanto targets at least double ongoing EPS by FY19
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08:08 EDTMONMonsanto sees Q1 earnings roughly half last year, FY15 growth concentrated in Q3
Monsanto said, "As its business has expanded globally over the past several years, the company has seen its earnings flow evolve between quarters. This trend continues in FY15 as the company anticipates an overall shift in its full-year earnings pattern, as several structural factors result in a full-year earnings flow with a smaller first quarter and a concentration of growth in the third quarter. With macro conditions resulting in lower planted acres for key regions in both corn and cotton in the quarter, combined with a timing shift as the company moves more of its Agricultural Productivity business to branded-product sales, Monsanto expects its first quarter will be roughly half of the total earnings from the first quarter of 2014. Beyond the first quarter, the biggest first half timing effect relates to the evolution in its Channel seed brand business model that is expected to shift business timing from the first and second quarters to the third quarter. The company expects second quarter earnings to be relatively flat year-over-year with a significant uptick in third quarter earnings reflecting the timing shifts and business growth in its largest markets. The earnings flow is punctuated by a fourth quarter that is expected to be break-even to positive year-over-year on an absolute basis."
08:06 EDTMONMonsanto reports Q4 Seeds and Genomics sales $1.376B
Reports Q4 Agricultural Productivity sales $1.254B. Hugh Grant, chairman and CEO for Monsanto, said, “In an industry that’s particularly near-term focused right now, there are few companies as well positioned to deliver strong growth today while significantly increasing investments to enable the continued delivery of a broad range of innovative solutions for tomorrow.”
08:04 EDTMONMonsanto sees FY15 EPS $5.75-$6.00, consensus $6.03
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08:02 EDTMONMonsanto reports Q4 ongoing EPS (27c), consensus (24c)
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06:29 EDTCMICummins initiated with a Buy at Stifel
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