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News For GOOG;AAPL From The Last 14 Days
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November 30, 2015
13:45 EDTGOOGSunTrust lays out potential CEO replacements if Yahoo moves on from Mayer
Shares of Yahoo (YHOO) have risen this afternoon after SunTrust analyst Robert Peck identified a number of CEO candidates that could potentially step in if current Chief Executive Marissa Mayer were to depart. IF NOT MARISSA, THEN WHO: As questions build regarding the stability of management at Yahoo, a focused and efficient CEO changeover process could be well received by investors, while a drawn out process that lasts months "wouldn't be ideal," SunTrust analyst Robert Peck said in a research note Monday. Though there have certainly been no confirmed reports of Yahoo chief Marissa Mayer departing, the company has seen a marked "brain drain" in recent months. Meanwhile, a November 19 letter from activist fund and Yahoo shareholder Starboard criticized the company's plan to spin off its Alibaba (BABA) holdings, saying it should instead explore a sale of its core Search and Display businesses in order to better recruit talent to those divisions, whose stock performance would no longer be tied to that of a public company outside its control. Today, Robert Peck noted that, after discussions with industry figures regarding the potential for a new Chief Executive at Yahoo, his top 10 CEO candidates include, in no particular order, former Yahoo CEO Ross Levinsohn, Chegg's (CHGG) Dan Rosensweig, Facebook's (FB) Sheryl Sandberg, CBS Interactive's Jim Lanzone, David Rosenblatt, Google's (GOOG) Margo Georgiadis, YouTube's Susan Wojiki, General Electric's (GE) Beth Comstock, NBCUniversal's (CMCSA) Linda Yaccarino, and former Hulu CEO Jason Killar. Peck stressed, however, that he is "unclear" what the company might do, and his candidate list was compiled simply to address ongoing investor questions. Peck also commented that he believes the proposed Alibaba spinoff retains only a "small risk" of incurring a significant tax bill for Yahoo, but he could still envision the company pausing its current plan and pursuing a safer process. The analyst maintained a Buy rating and $40 price target on Yahoo, citing his sum of the parts analysis. PRICE ACTION: Shares of Yahoo are up roughly 0.7% to $33.16 in afternoon trading.
11:59 EDTAAPLAmazon video may be coming to Apple TV, TechCrunch reports
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11:01 EDTGOOGMicrosoft rises after analyst gets more bullish on cloud prospects
Research firm Raymond James upgraded Microsoft (MSFT) two notches to Strong Buy from Hold, predicting that the tech giant will become one of the few large scale cloud vendors that can succeed across the industry's three main segments. WHAT'S NEW: Microsoft will emerge alongside Amazon (AMZN) and Google (GOOG, GOOGL) as part of a small group of "hyperscale" cloud vendors that can combine Infrastructure-as-a-Service, Platform-as-a-Service and Software-as-a-Service, predicted Raymond James analyst Michael Turits. Furthermore, Microsoft's decision to make its cloud business open to other platforms should boost its growth, Turits believes. Forecasting that Microsoft's cloud revenue will grow at a compound annual growth rate of 6% between fiscal 2016 and fiscal 2018, the analyst estimated that the company's overall profit growth would accelerate to at least 8% over the long-term. Moreover, the growth of Microsoft's Office business appears to be accelerating ,despite competition from Google, said Turits, who set a $62 price target on the shares. WHAT'S NOTABLE: Recent initiatives by Google involving its cloud business could significantly boost its stock price and signify the start of a "cold war" in the space, but are unlikely to negatively affect Microsoft, Deutsche Bank analyst Ross Sandler wrote on November 20. Although Google's push in the cloud is negative for Microsoft, it will take years for Google to build up its cloud business to the point where it's competitive with Microsoft's Azure offering, Sandler contended in his previous note to investors. PRICE ACTION: In late morning trading, Microsoft gained nearly 1% to $54.50.
10:41 EDTAAPLApple has a potential bullish price pattern
The stock is pushing up toward resistance at the $120 area at time of writing. On the daily chart there is a potential bullish pennant that would be confirmed as active above $120. Upside potential for that pattern is to the $129 area. A move below the bottom of the pennant at $117.50 would void the pattern. In terms of time frame, there are only about two sessions remaining before the pattern becomes invalid by time alone.
09:35 EDTAAPLActive equity options trading on open
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09:14 EDTGOOGAmazon 'Cyber Sunday' SSS up 20.5%, eBay SSS up 4.5%, ChannelAdvisor says
In a continuation of its series of holiday weekend updates, market researcher ChannelAdvisor said (AMZN) "Cyber Sunday" same-store sales rose 20.5% and eBay's (EBAY) SSS grew 4.5%. Google Shopping/PLA (GOOG) SSS growth came in at 23.7% for Cyber Sunday, the blog added. Reference Link
08:53 EDTGOOGSunTrust's Peck lists 10 potential CEO candidates for Yahoo
Several media reports have discussed the health of Yahoo's (YHOO) core business and stability of senior management, in particular CEO Marissa Mayer, SunTrust analyst Robert Peck tells investors today in a research note. Amid investor questions, the analyst scored a list of around 40 potential CEO candidate suggestions. The top 10 most cited, in no particular order, were Ross Levinsohn, Chegg's (CHGG) Dan Rosensweig, Facebook's (FB) Sheryl Sandberg, CBS Interactive's Jim Lanzone, David Rosenblatt, Margo Georgiadis, YouTube's (GOOG) Susan Wojiki, General Electric's (GE) Beth Comstock, NBCUniversal's Linda Yaccarino and Jason Killar. Peck points out that he's unclear what the board might do regarding a potential CEO change. He keeps a Buy rating on Yahoo with a $40 price target citing the "overwhelming likelihood" that the company's Alibaba (BABA) stake spin-off is treated as tax-free.
08:46 EDTGOOGAmazon SSS rose over 20% on Black Friday, Cyber Saturday, ChannelAdvisor says
ChannelAdvisor reported in blog posts over the holiday weekend that (AMZN) outperformed the 15% e-commerce growth benchmark with same-store sales estimated to grow by 20.8% on Black Friday and by 20.6% on Cyber Saturday. eBay (EBAY) SSS increased 1.5% year-over-year on Black Friday and 3.6% on Cyber Saturday, ChannelAdvisor said. Google Shopping/PLA (GOOG, GOOGL) SSS grew 40.3% on Black Friday and by 25.7% for Cyber Saturday, the blog added. Reference Link
07:56 EDTGOOGMicrosoft upgraded to Strong Buy on Cloud strength at Raymond James
As previously reported, Raymond James analyst Michael Turits upgraded Microsoft (MSFT) two notches to Strong Buy from Market Perform, saying he views it as one of the only "hyperscale" hybrid cloud vendors with the ability to integrate Infrastructure-as-a-Service, Platform-as-a-Service and Software-as-a-Service. Turits also noted that despite the challenge from Google Apps (GOOG), Office appears to be accelerating several years into the transition to cloud and he believes 365 offers enough cross platform value to keep consumers loyal. The analyst set a $62 price target on Microsoft, which he sees as joining Google and Amazon (AMZN) as the only "hyperscale" cloud vendors across IaaS, PaaS and SaaS.
06:57 EDTAAPLApple to unveil new Macbook Air at next year's WWDC, AppleInsider reports
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05:56 EDTAAPLReport: Apple to switch to OLED panels for upcoming iPhones, DigiTimes says
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05:42 EDTGOOGGoogle implied volatility of 18 at lower end of index mean range
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05:39 EDTAAPLFitbit upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Matthew McClintock upgraded Fitbit (FIT) to Overweight saying the 26% pullback in shares over the past 30 days is unjustified. New product launches, new corporate wellness deals and margin improvement should provide share catalysts over the next year, McClintock tells investors in a research note. Current valuation levels "are just too compelling to ignore" now that potential headwinds from the Nike (NKE) and Under Armour (UA) analyst days as well as initial performance from Apple (AAPL) Watch are in the rearview mirror, the analyst contends. He keeps a $49 price target for Fitbit shares. The provider of health and fitness products closed Friday down 16c to $27.80.
November 29, 2015
18:39 EDTAAPLLG Display reports 'major investment' in OLED production facility
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12:57 EDTGOOGHigh-yield tech stocks could offer significant returns, Barron's says
Growth-focused investors have piled into Facebook (FB), Alphabet (GOOG, GOOGL), Salesforce (CRM), and others, but if the "current situation" changes, high-yield stocks with compelling valuations could grab some of the spotlight, Barron's contends in a feature story. The publication names Seagate (STX), Garmin (GRMN), Qualcomm (QCOM), Hewlett-Packard (HPQ), IBM (IBM), and Western Digital (WDC) as attractive plays, noting that their dividends -- ranging 3.2% to 7.3% -- look secure and offer nice rewards for those willing to wait for potential turnarounds or strategic transactions. Reference Link
November 27, 2015
14:09 EDTAAPLOptions Update; November 27, 2015
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11:15 EDTGOOGChannelAdvisor says Amazon SSS up 29% on Thanksgiving, eBay up 7%
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09:36 EDTAAPLActive equity options trading on open
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07:08 EDTAAPLApple acquires mocap maker Faceshift, TechCrunch reports
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06:46 EDTAAPLTarget lists Apple iPads among Black Friday best sellers
Target reported this morning a "successful start to its Black Friday weekend, with unprecedented results on and a strong turnout in stores on Thanksgiving Day." The retailer added, "Demand outpaced 2014's record Thanksgiving performance, making it Target's biggest day for online sales yet, driven largely by electronics." Top selling Black Friday items included Apple (AAPL) iPads, gaming consoles like including Nintendo (NTDOY) Wii U, TVs and Beats Solo 2 headphones, Target stated.
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