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May 24, 2012
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| 09:17 EDT |  | CSC |
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| 09:00 EDT |  | ICE |
| theflyonthewall.com: | IntercontinentalExchange added to Select List at Stifel Nicolaus | | Stifel Nicolaus expects IntercontinentalExchange's volume trends to reach record highs in the second half of 2012, and the firm thinks that the company's fundamentals are improving. The firm maintains a $165 target and Buy rating on the shares. :theflyonthewall.com |
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| 08:33 EDT | | CVS |
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| 07:49 EDT |  | CVH |
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| 07:39 EDT | | MCO |
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| 06:20 EDT |  | IR |
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| 06:13 EDT |  | TWX |
| theflyonthewall.com: | News Corp. drops out of race to buy ATV, Reuters reports | | According to sources close to the process, News Corp (NWSA) is out of the race to buy Turkey's ATV television from Calik Holding, Reuters reports. Time Warner (TWX) and Dubai-based Abraaj Capital remain interested in bidding. Reference Link :theflyonthewall.com |
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May 23, 2012
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| 10:27 EDT |  | ICE |
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| 10:25 EDT | | TWX |
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| 09:01 EDT | | TWX |
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| 08:45 EDT | | IR |
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| 08:40 EDT | | IR |
| theflyonthewall.com: | Ingersoll-Rand says will continue to raise dividend to align with peer group | | Comment made by COO at the Electrical Products Group Conference. :theflyonthewall.com |
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| 08:33 EDT | | IR |
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| 08:32 EDT | | CSC |
| theflyonthewall.com: | CSC extends managed services contract with Safety Insurance Group | | CSC announced Safety Insurance Group, a Boston-based property and casualty insurer, has extended its managed services agreement with CSC to 2021. Under the new agreement, signed during CSC’s Q4, CSC will continue to provide applications and infrastructure services to run the carrier’s operations. :theflyonthewall.com |
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| 08:23 EDT | | IR |
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| 08:05 EDT | | MCO |
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| 08:04 EDT | | CVS |
| theflyonthewall.com: | MinuteClinic and Hackensack University Health sign clinical collaboration | | MinuteClinic, the retail healthcare division of CVS Caremark, is partnering with Hackensack University Health Network in a clinical affiliation that expands access to convenient, affordable healthcare services in northeast New Jersey. Under the agreement, HackensackUMC physicians will serve as medical directors for six MinuteClinic walk-in medical clinics inside select CVS/pharmacy stores in Bergen, Passaic and Hudson counties, and parts of Essex County. :theflyonthewall.com |
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| 08:02 EDT | | CVS |
| theflyonthewall.com: | MinuteClinic signs clinical collaboration with Atlantic Health System | | MinuteClinic, the retail health care division of CVS Caremark, and Atlantic Health System have entered into a clinical affiliation to enhance access to high quality health care services in Northern and Central New Jersey. The agreement includes nine MinuteClinic walk-in medical clinics open seven days a week inside select CVS/pharmacy stores in Morris, Somerset, Sussex and Union counties and parts of Essex county. :theflyonthewall.com |
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| 07:37 EDT | | IR |
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| 06:58 EDT | | TWX |
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| 05:55 EDT | | ICE |
| theflyonthewall.com: | IntercontinentalExchange upgraded to Buy from Hold at Deutsche Bank | | Deutsche Bank upgraded IntercontinentalExchange (ICE) with a $140 price target citing valuation and expectations for a pick-up in volumes. Deutsche coupled its upgrade of IntercontinentalExchange with a downgrade of NASDAQ (NDAQ) to Hold. :theflyonthewall.com |
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| 05:52 EDT |  | ICE |
| theflyonthewall.com: | NASDAQ OMX downgraded to Hold from Buy at Deutsche Bank | | Deutsche Bank downgraded NASDAQ OMX (NDAQ) citing the playing out of catalysts and issues surrounding the Facebook offering. The firm thinks the Facebook issue is manageable, but expects it to weigh on shares in the near-term. Deutsche lowered its price target for NASDAQ shares to $25 from $29, and coupled the downgrade with an upgrade of IntercontinentalExchange (ICE). :theflyonthewall.com |
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May 22, 2012
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| 10:26 EDT | | ICE |
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| 09:49 EDT | | RL |
| theflyonthewall.com: | Ralph Lauren: Near-term buyer caution in Europe doesn't change long-term view |
 Subscribe for More Information :theflyonthewall.com |
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| 09:41 EDT | | RL |
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| 09:39 EDT | | RL |
| theflyonthewall.com: | Polo Ralph Lauren sees FY13 operating margin "modestly" above FY12 | | Sees operating margin pressure in first half, followed by operating margin expansion in back half of year. :theflyonthewall.com |
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| 09:33 EDT | | RL |
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| 09:30 EDT | | RL |
| theflyonthewall.com: | Polo Ralph Lauren sees recovery in product margins in second half of year | | Comment from Q4 earnings conference call. :theflyonthewall.com |
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| 09:20 EDT | | RL |
| theflyonthewall.com: | Ralph Lauren says company, consumer concerned about near term economic trends |
Subscribe for More Information :theflyonthewall.com |
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| 09:14 EDT | | RL |
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| 09:11 EDT | | RL |
| theflyonthewall.com: | Polo Ralph Lauren sees opening 60 new stores in greater China in next 3 years |
Subscribe for More Information :theflyonthewall.com |
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| 08:08 EDT | | RL |
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| 08:07 EDT |  | RL |
| theflyonthewall.com: | Polo Ralph Lauren expects revenue to increase by a low single-digit percentage | | In the Q1, the Company expects consolidated net revenues to increase by a low single-digit percentage. Wholesale sales are expected to be flat to slightly below the prior year period, as strength in North America is offset by a decline in Europe, the continued transition of certain Japanese wholesale operations to directly operated concessions and the closure of certain wholesale operations in Greater China. Retail sales are expected to increase by a high single-digit percentage, reflecting broad-based momentum worldwide. Foreign currency effects are estimated to negatively impact net revenue growth by approximately 200-300 basis points in the Q1 quarter. Operating margin from continuing operations for the Q1 is expected to be approximately 250-300 basis points below the comparable prior year period due to the timing of investments to support the Company's strategic growth objectives and the impact of overall channel mix. :theflyonthewall.com |
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| 08:05 EDT | | RL |
| theflyonthewall.com: | Polo Ralph Lauren sees FY13 revenues to grow by a mid-single-digit percentage |
Subscribe for More Information :theflyonthewall.com |
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| 08:03 EDT | | RL |
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| 07:58 EDT | | ICE |
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| 07:41 EDT | | ICE |
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| 07:35 EDT | | S |
| 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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| 06:27 EDT | | ICE |
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| 06:24 EDT | | S |
| theflyonthewall.com: | International smartphone vendors concerned about LTE supply, Digitimes reports |
Subscribe for More Information :theflyonthewall.com |
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| 06:05 EDT | | ICE |
| theflyonthewall.com: | BATS Europe in talks with rivals over European futures launch, Reuters reports | | BATS Europe (BATS) has approached exchange rivals about recruiting their clearing houses to back its push into European futures, Reuters reports, citing comments from BATS Europe CEO Mark Hemsley. The main European derivatives clearers are LCH.Clearnet, Deutsche Boerse's (DBOEY) Eurex Clearing, CME Clearing Europe, part of CME Group (CME) and ICE Clear Europe (ICE). Reference Link :theflyonthewall.com |
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May 21, 2012
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| 18:11 EDT | | WYN |
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| 16:44 EDT | | ICE |
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| 15:15 EDT | | RL |
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| 09:43 EDT | | S |
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| 08:50 EDT | | RL |
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May 20, 2012
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| 09:40 EDT | | RL |
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May 18, 2012
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| 10:27 EDT | | S |
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| 10:14 EDT | | CVH |
| theflyonthewall.com: | Sequenom sinks after Coventry Health decides not to cover tests | | Sequenom (SQNM), which develops medical diagnostic tests, is retreating after health insurer Coventry Health (CVH) canceled an agreement to cover some of Sequenom's tests. The agreement will take effect on July 1 and it will be canceled as of August 31, Sequenom said. Coventry didn't explain why it canceled the agreement, which was made on May 4, Sequenom said. However, the insurer's decision was not "a judgment on Sequenom or its products," according to Sequenom. The main test that Coventry was slated to cover- Maternit21 Plus - screens for genetic abnormalities in fetuses carried by women at high risk of giving birth to children with such conditions. In a note to investors this morning, William Blair said it spoke with Coventry, and determined that one of the company's California offices agreed to cover Sequenom's tests, but that the insurer's national office later balked at the deal. The firm views Coventry's decision as more of an internal matter at that company, and an isolated event. It maintains an Outperform rating on Sequenom, which nonetheless tumbled 41c, or 8.605, to $4.36. :theflyonthewall.com |
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| 07:36 EDT | | S |
| theflyonthewall.com: | Sprint upgraded to Buy from Neutral at Guggenheim | | Guggenheim believes Sprint subscriber trends have improved since getting the iPhone and that it can at least meet consensus subscriber estimates. Price target raised to $3.50 from $3. :theflyonthewall.com |
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| 07:26 EDT | | CTSH |
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| 07:11 EDT | | CVH |
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| 06:15 EDT | | ICE |
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May 17, 2012
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| 16:33 EDT | | CVH |
| theflyonthewall.com: | Sequenom says Coventry terminated agreement without cause | | Sequenom (SQNM) through its wholly owned subsidiary Sequenom Center for Molecular Medicine entered into the recently announced provider network participation agreement with Coventry Health Care National Network on May 4. The agreement included an effective date of July 1, for Sequenom CMM's participation in provider networks offered and sold by Coventry. On May 14, Sequenom CMM received a written notice from Coventry Health Care (CVH) on behalf of itself and its affiliates, including Coventry Health Care National Network, terminating the agreement without cause as provided for in the agreement, effective August 31. Coventry advised Sequenom CMM that this decision was not a judgment on Sequenom or its products. The agreement was intended to provide members in the network with coverage for Sequenom CMM's MaterniT21 PLUS laboratory-developed test and other LDTs. These LDTs are available solely through Sequenom CMM as a testing service to physicians. :theflyonthewall.com |
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| 13:03 EDT | | S |
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| 12:05 EDT | | CSC |
| theflyonthewall.com: | CSC says SEC investigation continuing | | Says expects international investigation to come to a conclusion soon. :theflyonthewall.com |
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| 12:00 EDT | | CSC |
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| 11:54 EDT | | CSC |
| theflyonthewall.com: | CSC says not looking to sell entire segments, but smaller peices of portfolio |
Subscribe for More Information :theflyonthewall.com |
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| 11:53 EDT | | CSC |
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| 11:28 EDT | | CSC |
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| 11:14 EDT | | CSC |
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| 11:13 EDT | | CSC |
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| 11:12 EDT | | CSC |
| theflyonthewall.com: | CSC "hopeful" NHS interim agreement will get completed in not too distant future | | :theflyonthewall.com |
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| 11:11 EDT | | CSC |
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| 11:09 EDT | | CSC |
| theflyonthewall.com: | CSC says plans to cut costs, expenses by $1B over 12-18 months | | :theflyonthewall.com |
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| 11:07 EDT | | CSC |
| theflyonthewall.com: | CSC says Q4 results "very poor," "unacceptable" | | Says taking immediate actions to begin to move in a different direction, adds that there are "some bright spots". Comments made on the Q4 earnings conference call. :theflyonthewall.com |
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| 11:00 EDT | | CVH |
| theflyonthewall.com: | GOP to back popular parts of health law if legislation overturned, Politco says | | If the Supreme Court overturns the health care reform law next month, Republicans plan to support legislation that would preserve popular parts of the bill, according to Politico. These include clauses that allow children to stay on their parents' health insurance until the age of 26, and forcing insurers to cover people with pre-existing conditions, according to Politico. Reference Link :theflyonthewall.com |
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| 09:26 EDT | | ICE |
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| 08:41 EDT | | CSC |
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| 08:34 EDT | | CSC |
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| 08:33 EDT | | CSC |
| theflyonthewall.com: | CSC reports Q4 EPS )$1.02), consensus 20c | | Reports Q4 revenue $4.11B, consensus $4.10B. :theflyonthewall.com |
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| 07:16 EDT | | S |
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| 06:59 EDT | | ICE |
| theflyonthewall.com: | IntercontinentalExchange upgraded to Strong Buy from Outperform at Raymond James | | Raymond James expects energy trading volumes to increase and for IntercontinentalExchange multiple to expand. Price target remains $150. :theflyonthewall.com |
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| 06:15 EDT | | S |
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| 06:02 EDT | | RL |
| theflyonthewall.com: | Polo Ralph Lauren guidance risk priced in at current levels, says Citigroup | | Citigroup believes risk to Polo Ralph Lauren's guidance is priced in following the recent pullback in shares. Citi thinks shares may be reflecting a worst case guidance scenario into Polo's results on May 22 and reiterates a Buy rating on the name. The firm said it would be a buyer of the stock at current levels. :theflyonthewall.com |
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May 16, 2012
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| 14:39 EDT | | CSC |
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| 11:43 EDT | | S |
| theflyonthewall.com: | Sprint CEO says 4 carriers "isn't magic number" for industry | | :theflyonthewall.com |
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| 11:42 EDT | | S |
| theflyonthewall.com: | Sprint CEO says upgrades to LTE on plan, on budget | | :theflyonthewall.com |
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| 11:38 EDT | | S |
| theflyonthewall.com: | Sprint CEO says "reasonable chance" OIBDA may be higher in 1H than in 2H | | :theflyonthewall.com |
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| 11:35 EDT | | S |
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| 11:32 EDT | | S |
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| 07:20 EDT | | MCO |
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| 06:23 EDT | | RAI |
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| 04:45 EDT | | IR |
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May 15, 2012
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| 17:17 EDT | | IR |
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| 16:33 EDT | | CSC |
| theflyonthewall.com: | Greenlight reports new stakes in CSC, Expedia | | :theflyonthewall.com |
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| 16:29 EDT | | IR |
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| 13:46 EDT | | S |
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| 13:37 EDT | | ICE |
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| 12:46 EDT | | ICE |
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| 11:13 EDT | | CVS |
| theflyonthewall.com: | CVS Caremark to pay $5M in reimbursements in final settlement approved by FTC |
Subscribe for More Information :theflyonthewall.com |
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| 10:33 EDT | | S |
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| 10:32 EDT | | CVH |
| theflyonthewall.com: | Jana Partners reports 3.2M share stake in Coventry Health | | :theflyonthewall.com |
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| 07:56 EDT | | CTSH |
| 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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| 06:02 EDT | | S |
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May 14, 2012
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| 09:04 EDT | | CSC |
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| 08:24 EDT | | TWX |
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| 07:37 EDT | | MCO |
| 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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| 06:51 EDT | | TWX |
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| 06:31 EDT | | S |
| theflyonthewall.com: | LightSquared prepares for potential bankruptcy filing, WSJ reports | | As negotiations with lenders falter, Philip Falcone's LightSquared venture is preparing for a potential bankruptcy protection filing, reports the Wall Street Journal. LightSquared and its lenders have until 5p.m. today to reach a deal. Reference Link :theflyonthewall.com |
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| 06:17 EDT | | S |
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May 13, 2012
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| 15:56 EDT | | S |
| theflyonthewall.com: | LTE could help Verizon and AT&T, hurt Sprint-Nextel, Barron's reports | | Barron’s Technology Trader columnist Tiernan Ray went out on a limb and predicted that we'll see the end of the traditional phone company over the course of the next several years. His reasoning is that the fast pace at which data -- e-mails, text messages, Web pages, tweets -- happens with displace plain old phone calls. Over the next couple of years, 4G/ LTE, or long-term evolution, will move cellphone voice calls from traditional cellular networks to the Internet. The phone companies won't go away, but Ray contends that they'll be challenged to make the economics work without the assurance of a monthly tax on your phone calls. The dominant carriers, Verizon (VZ) and AT&T (T) in this country, would see their relative positions improve. While Ray believes the smaller ones, such as Sprint-Nextel (S) and Deutsche Telekom's (DTEGY) T-Mobile USA, could suffer. Reference Link :theflyonthewall.com |
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May 11, 2012
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| 13:20 EDT | | WYN |
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| 08:01 EDT | | S |
| 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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| 07:52 EDT | | TWX |
| theflyonthewall.com: | Avengers seen dominating again in spite of Dark Shadows' release, LAT says | | Warner Bros' (TWX) vampire comedy "Dark Shadows," starring Johnny Depp, will likely have to settle for a debut near $40M and second place at this weekend's domestic box office, as Disney's (DIS) "The Avengers" may rake in another $90M, according to The Los Angeles Times, citing information from pre-release audience surveys. Reference Link :theflyonthewall.com |
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| 04:59 EDT | | TWX |
| 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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