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May 25, 2012
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| 16:00 EDT |  | BAC |
| theflyonthewall.com: | Options Update; May 25, 2012 | | CBOE Volatility Index-VIX up 39c to 21.93. Option volume leaders today: GOOG BAC CHK AAPL according to Track Data. :theflyonthewall.com |
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| 12:29 EDT | | LULU |
| theflyonthewall.com: | Lululemon Athletica June volatility increases into Q1 and growth outlook | | Lululemon Athletica June call option implied volatility is at 58, July is at 49; compared to its 26-week average of 54 according to Track Data, suggesting larger near term price movement into the expected release of Q1 on June 7. :theflyonthewall.com |
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| 12:13 EDT | | BAC |
| theflyonthewall.com: | Stocks with call strike movement; CHK BAC | | Chesapeake (CHK) October 21 call volatility decreased 4%, Bank of America (BAC) August 8 call volatility decreased 2% according to iVolatility. :theflyonthewall.com |
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| 10:31 EDT |  | LULU |
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| 10:31 EDT |  | CRM |
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| 10:03 EDT |  | CRM |
| theflyonthewall.com: | Salesforce.com advances after Oppenheimer upgrades rating | | Leading software-as-a-service provider Salesforce.com (CRM) is climbing after Oppenheimer issued a positive note on the sector this morning, and upgraded shares of Salesforce.com to Outperform from Market Perform. The most innovative companies in the sector should continue to grow quickly, predicted Oppenheimer. The firm said its favorite companies in the group have "disruptive technologies" that will enable them to gain market share. Oppenheimer added that large companies are likely considering buying some of the leading software-as-a-service vendors. In addition to Salesforce.com, Oppenheimer identified Concur (CNQR), Kenexa (KNXA), Constant Contact (CTCT), Demandware (DWRE), Carbonite (CARB), and Oracle (ORCL) as stocks it recommends buying in the group. In early trading, Salesforce.com rose $3.29, or 2.25%, to $149.50, while Constant Contact added 1.96% to $20.86. :theflyonthewall.com |
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| 09:42 EDT | | BAC |
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| 08:22 EDT |  | NVDA |
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| 07:23 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA shares are cheap, says Nomura | | Nomura believes NVIDIA's (NVDA) Kepler GPU is a "game changer" and that the company will gain share from AMD (AMD) driven by shares gains at Apple (AAPL) and in the channel. The firm views NVIDIA's mobile strategy as compelling and believes the company could look to acquire IP in basebands. Shares are Buy rated with a $18 price target. :theflyonthewall.com |
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| 07:05 EDT |  | BAC |
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| 06:37 EDT | | RIMM |
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| 06:30 EDT | | LULU |
| theflyonthewall.com: | Lululemon downgraded to Hold from Buy at KeyBanc | | KeyBanc downgraded Lululemon based on valuation based on valuation and a more cautious view of the U.S. high-end consumer. :theflyonthewall.com |
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| 06:26 EDT | | BAC |
| theflyonthewall.com: | Options Update; May 25, 2012 | | CBOE Volatility Index-VIX down 28c to 22.05. Option volume leaders: HPQ BAC JPM AAPL according to Track Data. :theflyonthewall.com |
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| 06:14 EDT | | BAC |
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| 06:13 EDT | | BAC |
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| 06:02 EDT | | BAC |
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| 06:01 EDT | | BAC |
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May 24, 2012
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| 23:50 EDT | | FSLR |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | According to Jim Cramer, markets appear rigged, and the only losers appear to be the shareholders. Cramer questions....Was the Facebook (FB) IPO fair? With news that Morgan Stanley (MS) may have alerted some of its biggest customers about slowing growth at the company, it appears not. Were investors at J.P. Morgan Chase (JPM) misled by CEO Jamie Dimon, who repeatedly said things were going great even though the company was in the process of losing $5B? It appears so, Cramer says. Cramer said it gets even worse: Both Morgan Stanley and J.P. Morgan will use shareholder money to investigate and defend themselves against any wrongdoing -- and to pay the fines, too. Cramer said companies get away with stunts like this because the system is broken and Washington isn't doing anything to fix it. Cramer said the bad apples on Wall Street must pay for their actions, and that will only happen if the government starts targeting them directly. Next, Cramer wasn't done with suggestions for J.C. Penney (JCP) CEO Ron Johnson on how to revive the ailing retailer. After comparing J.C. Penney's turnaround attempt to that of Pier 1 Imports (PIR) on Monday, Cramer then compared Penney to the turnaround in Chico's FAS (CHS). Chico's reshuffled its merchandise and took the rare step of raising prices in order to attract its core, older customers while shunning a younger demographic. This strategy worked. Chico's reported a 21% pop in yoy revenue with a 9.6% increase in same store sales. Cramer concluded. J.C. Penney needs to stop pandering to Wall Street and get to work on the almost impossible task of a retail turnaround. Investors need to play defense with their portfolios, Cramer told viewers. That means high-quality domestic companies with no exposure to the trials and tribulations of Europe and a juicy dividend yield. B&G Foods (BGS) is one such company. It has the unique talent of being able to reinvigorate brands. In an environment where commodity costs are falling, Cramer said that B&G, with its excellent balance sheet and great gross margins, is in a terrific position to surprise Wall Street. Shares trade at just 15x earnings and the company has a 12% long-term growth rate. SELL BLOCK: Cramer highlighted several stocks that investors need to avoid at all costs. Best Buy (BBY) has a broken business model. First Solar (FSLR) government subsidies are drying up quick. Cramer also put three stocks in the penalty box, saying investors need to wait at least one quarter before pulling the trigger. He said Mako Surgical (MAKO) stumbled in its last quarter, so he needs to see whether bigger problems exist. The same applies to Deckers Outdoor (DECK) where the company's Ugg boots may or may not be making a comeback. Finally, Cramer thinks Fossil (FOSL), which is levered to Europe, is another wait-and-see situation. In a special interview, Cramer sat down with CNBC colleague David Faber to discuss Faber's latest documentary on J. Crew (JCG) CEO Millard Drexler, which debuts Thursday evening. Faber said Drexler, while unknown to many, is one of the greatest retailers of our generation. He said Drexler's work turning around Gap (GPS) would have been noteworthy enough, but Drexler has continued to innovate and succeed in the cut-throat retail world. LIGHTNING ROUND: (Bullish) V; KOG ; EA. (Bearish) GLW; FB; TVIX; GME; C. Reference Link :theflyonthewall.com |
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| 16:12 EDT | | CRM |
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| 12:42 EDT | | FSLR |
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| 12:07 EDT | | RIMM |
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| 09:41 EDT | | BAC |
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| 09:27 EDT | | FSLR |
| theflyonthewall.com: | Suntech CEO: Europe tariff like U.S. would be "lethal" to industry, Reuters says | | Suntech (STP) CEO Zhengrong Shi told Reuters that if an anti-dumping tariff like the one put in place by the U.S. were to be implemented in Europe, it "would have a lethal impact on China's solar industry." Reference Link :theflyonthewall.com |
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| 09:07 EDT | | NVDA |
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| 08:58 EDT |  | CRM |
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| 08:16 EDT | | RIMM |
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| 07:51 EDT | | BAC |
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| 07:49 EDT | | CVH |
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| 07:10 EDT | | RIMM |
| theflyonthewall.com: | Future of BlackBerry messaging service in doubt, WSJ reports | | While Research In Motion (RIMM) may have lost its dominance in the global smartphone market, its instant messaging service remains popular, but even that is threatening to weaken as global sales of BlackBerrys falter and RIM softens efforts to leverage the messaging tool, reports the Wall Street Journal. Reference Link :theflyonthewall.com |
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| 06:30 EDT | | RIMM |
| theflyonthewall.com: | Chinese mobile phone users hit 1.03B, Digitimes reports | | As of the end of April, there were 1.03B mobile phone subscribers in China, with 15.43% of them 3G users, according to Digitimes. Reference Link :theflyonthewall.com |
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| 06:24 EDT | | FSLR |
| theflyonthewall.com: | Uncertainty leads solar firms to advance cautiously, Digitimes reports | | With Europe and India likely to conduct investigations against solar firms similar to those carried out by the U.S., companies in the industry have been expanding cautiously, choosing locations that will help them avoid taxation, according to Digitimes. Reference Link :theflyonthewall.com |
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| 06:10 EDT | | RIMM |
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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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| 16:02 EDT | | BAC |
| theflyonthewall.com: | Options Update; May 23, 2012 | | CBOE Volatility Index-VIX down 10c to 22.39. Option volume leaders today: INTC BAC MSFT DELL AAPL according to Track Data. :theflyonthewall.com |
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| 15:06 EDT | | BAC |
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| 12:37 EDT | | FSLR |
| theflyonthewall.com: | Cree comparison to First Solar not apples to apples, says Piper Jaffray | | Piper Jaffray believes comparisons made between Cree (CREE) and First Solar (FSLR) are not apples to apples and it reiterates an Overweight rating on Cree shares. The firm said Cree is not a low cost supplier like First Solar, but a technology leader in LED lighting. Piper adds that Cree can switch to sapphire without having to scrap its downstream capacity should the technology advance. The Fly notes Cree shares are down 5.6% to $25.66 after Wunderlich this morning called the company the First Solar of LED lighting. :theflyonthewall.com |
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| 12:18 EDT |  | FSLR |
| theflyonthewall.com: | On The Fly: Midday Wrap | | Stocks on Wall Street were lower by about 1.5% at midday, following the lead of markets in Europe and Asia. The weakness is again being attributed to growing concern over Greece and its ability, and possibly willingness, to remain in the euro. The market essentially ignored the better than expected U.S. new home sales data and the home price index report and instead continued the down trend which began a few weeks ago... 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. In Asia, stocks fell as well, as the World Bank cut its grow forecasts for the Asia-Pacific region, including China, to 7.6% for 2012 compared to 8.2% last year... COMPANY NEWS: Shares of Dell (DELL) plunged $2.66, or 17.64%, to $12.42 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 is due to report after the close... MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up about 11%, following its "beat and raise" report, and Expedia (EXPE), up nearly 5%, after Piper Jaffray said in a note to investors that it raised it price target on shares, citing impressive growth in the number of people visiting the company's European website last month. Noteworthy losers included Qihoo 360 (QIHU), down almost 8%, following its quarterly report and the appointment of a new co-CFO, and Cree (CREE), down another 6%, as it slid for a second straight day and a Wunderlich analyst drew parallels between Cree and troubled solar energy company First Solar (FSLR)... INDICES: Near noon, the Dow was down 182.43, or 1.46%, to 12,320.38; the Nasdaq was down 42.45, or 1.50%, to 2,796.63; and the S&P 500 was down 19.17, or 1.46%, to 1,297.46. :theflyonthewall.com |
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| 11:18 EDT | | NVDA |
| theflyonthewall.com: | Nvidia volatility flat; shares near 20-month low into investor meeting | | Nvidia overall option implied volatility of 48 is near its 26-week average according to Track Data, suggesting non-directional price movement into a company sponsored investor meeting on May 24. :theflyonthewall.com |
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| 10:38 EDT | | FSLR |
| theflyonthewall.com: | Cree retreats after being called First Solar of LED space | | Shares of LED lighting maker Cree (CREE) are sinking after Wunderlich analyst Theodore O'Neill identified similarities between Cree and troubled solar energy company First Solar (FSLR). The solar energy's stock has tumbled 88% over the last year. In a note entitled, "Is Cree the First Solar of the LED World?," O'Neill notes that both Cree and First Solar have historically relied on raw materials that nobody else uses to make their products. First Solar utilizes cadmium and tellurium, while its competitors use polysilicon. Cree uses silicon carbide and its competitors utilize sapphire. First Solar lost its upper hand when polysilicon got cheap, and now sapphire - the material used by Cree's competitors - is also getting less expensive, O' Neill writes. In mid-morning trading, Cree dropped $1.23, or 4.53%, to $25.97. :theflyonthewall.com |
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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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| 09:41 EDT | | BAC |
| 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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| 09:29 EDT | | BAC |
| theflyonthewall.com: | Facebook, banks sued by shareholders, Reuters says | | A group of Facebook (FB) shareholders have filed a lawsuit against the social networking giant, its CEO Mark Zuckerberg, and several banks led by Morgan Stanley (MS), according to Reuters. The plaintiffs are alleging that the defendants hid Facebook's reduced growth outlook ahead of the IPO, the news service explains. Reference Link :theflyonthewall.com |
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| 09:00 EDT | | AMSC |
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| 08:40 EDT | | BAC |
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| 08:28 EDT | | FSLR |
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| 08:03 EDT | | M |
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| 07:52 EDT | | M |
| theflyonthewall.com: | JP Morgan to host a conference | | Retail Conference is being held in Boston on May 23. :theflyonthewall.com |
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| 07:39 EDT | | AMSC |
| theflyonthewall.com: | AMSC gets 100 MW wind turbine electrical control system order from Inox Wind | | AMSC announced that Inox Wind Limited, part of India's Inox Group of Companies, placed a follow-on order for 50 of AMSC's electrical control systems, or ECS, for Inox's 2 megawatt, or MW, wind turbines. AMSC expects to ship all of these systems to Inox in 2012. This is the fourth volume order that AMSC has received from Inox in the past two years. :theflyonthewall.com |
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| 07:22 EDT | | BAC |
| theflyonthewall.com: | CFTC probing JP Morgan's losses, Washington Post reports | | The Commodity Futures Trading Commission, or CFTC, is probing JP Morgan's (JPM) recent investment losses, the commission's chairman, Gary Gensler, said yesterday, according to The Washington Post. Gensler said that the losses "strongly suggest" that foreign affiliates of U.S. financial firms shouldn't be exempted from new derivative regulations, the newspaper added. Reference Link :theflyonthewall.com |
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| 07:22 EDT | | BAC |
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| 07:01 EDT | | NKE |
| 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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| 06:49 EDT | | M |
| theflyonthewall.com: | Foreign retailers looking to exploit store closures, NY Times reports | | As multiple American retailers significantly reduce the number of stores they have in the country, foreign retailers like Japan's Uniqlo are hoping to exploit the opportunity by opening more stores here, according to The New York Times. Reference Link :theflyonthewall.com |
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May 22, 2012
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| 16:00 EDT | | BAC |
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| 10:26 EDT |  | ZIP |
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| 08:56 EDT | | ZIP |
| theflyonthewall.com: | Zipcar gaps up in early trading, resistance is at $10.85 | | :theflyonthewall.com |
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| 07:47 EDT | | BAC |
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| 07:45 EDT | | BAC |
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| 07:19 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com management to meet with Deutsche Bank | | Meeting to be held in London on May 22 hosted by Deutsche Bank. :theflyonthewall.com |
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| 07:15 EDT | | BAC |
| theflyonthewall.com: | U.S allows China to go around Wall Street to buy government debt, Reuters says | | China can now bypass Wall Street when buying U.S. government debt and go directly to the U.S. Treasury, in what is the Treasury's first direct relationship with a foreign government, according to documents seen by Reuters. Reference Link :theflyonthewall.com |
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| 07:10 EDT | | BAC |
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| 07:09 EDT | | BAC |
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| 06:54 EDT | | BAC |
| theflyonthewall.com: | NY regulators investigating mortgage insurers' payments to banks, NY Times says | | New York State regulators are probing whether two insurance companies- Assurant (AIZ) and QBE Insurance - made improper payments to banks in order to obtain a dominant position in a type of mortgage insurance called force-placed insurance, according to The New York Times. Reference Link :theflyonthewall.com |
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| 06:48 EDT | | BAC |
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| 06:36 EDT | | FSLR |
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| 06:24 EDT | | RIMM |
| theflyonthewall.com: | International smartphone vendors concerned about LTE supply, Digitimes reports |
 Subscribe for More Information :theflyonthewall.com |
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| 06:15 EDT | | RIMM |
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| 06:15 EDT | | BAC |
| theflyonthewall.com: | On the Fly: Periodicals Wrap-Up | | WALL STREET JOURNAL: JPMorgan Chase's (JPM) recent trading mistakes are becoming a boon for some of its major competitors, including Goldman Sachs (GS) and Bank of America (BAC), who have scored profits that could total $500M-$1B on trades that sometimes put them directly against J.P. Morgan's chief investment office, sources say, the Wall Street Journal reports...The Organization for Economic Cooperation and Development today cut its forecasts for growth across the euro zone for this year and next, and warned that the area's debt crisis could pull it into a downward spiral without the right policy action, the Wall Street Journal reports...REUTERS: China can now bypass Wall Street when buying U.S. government debt and go directly to the U.S. Treasury, in what is the Treasury's first direct relationship with a foreign government, according to documents seen by Reuters...Just before Facebook's (FB) $16B IPO, Morgan Stanley (MS), the deal's lead underwriter, unexpectedly delivered negative news to major clients: The bank's consumer Internet analyst, Scott Devitt, was reducing his revenue forecasts for the company, Reuters reports...BLOOMBERG: The types of derivative swaps said to have led to a loss of at least $2B at JPMorgan Chase (JPM) may be the first for which the U.S. Commodity Futures Trading Commission would require guarantees by clearinghouses under the Dodd-Frank Act, according to the CFTC chairman Gary Gensler, Bloomberg reports...Metlife (MET) may target annuities and U.S. retail life insurance for cost cuts as CEO Kandarian unveils his plan to improve returns, Bloomberg reports. :theflyonthewall.com |
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| 06:06 EDT | | ZIP |
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| 05:53 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com sees tremendous growth across Europe, increases local investment |
Subscribe for More Information :theflyonthewall.com |
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| 05:29 EDT | | CRM |
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| 05:22 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA to host investor meeting | | Investor meeting to be held in Santa Clara, CA on May 24 at 11 am. Webcast Link :theflyonthewall.com |
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May 21, 2012
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| 16:15 EDT | | BAC |
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| 16:07 EDT | | BAC |
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| 15:07 EDT | | RIMM |
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| 14:55 EDT | | BAC |
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| 14:37 EDT | | BAC |
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| 13:31 EDT | | RIMM |
| 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 | | RIMM |
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| 12:57 EDT | | RIMM |
| theflyonthewall.com: | Judge rules Apple, Research in Motion don't violate Kodak patent, Bloomberg says | | :theflyonthewall.com |
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| 10:34 EDT | | BAC |
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| 09:44 EDT | | BAC |
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| 08:10 EDT | | BAC |
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| 07:57 EDT | | FSLR |
| theflyonthewall.com: | Taiwanese solar cell prices seen rising after tariff ruling, DigiTimes says | | After the U.S. government announced high preliminary anti-dumping duties on China-made solar cells, Taiwan-based solar cell makers plan to increase quotes due to expected order increases from Chinese peers, according to DigiTimes, citing industry sources. Reference Link :theflyonthewall.com |
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| 07:55 EDT | | CRM |
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| 07:50 EDT | | ADS |
| theflyonthewall.com: | Pier 1 Imports recent weakness creates buying opportunity, says Wells Fargo | | Wells Fargo believes that the switch of Pier 1's (PIR) private label credit card to Alliance Data Systems (ADS) from Chase (JPM) and the launch of Pier 1's full e-commerce website in July could generate 20c-30c in additional EPS over time. The firm reiterates an Outperform rating on the stock. :theflyonthewall.com |
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| 07:32 EDT | | BAC |
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| 07:09 EDT | | BAC |
| theflyonthewall.com: | Investors can't get enough of U.S. Treasurys, WSJ reports | | Investors in U.S. Treasurys have a good chance of losing money over time, yet they can't seem to get enough of them as Treasury prices move higher and yields fall to near-record lows, reports the Wall Street Journal.Reference Link :theflyonthewall.com |
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| 06:31 EDT | | BAC |
| theflyonthewall.com: | Bank of America downgraded to Underperform from Market Perform at JMP Securities |
Subscribe for More Information :theflyonthewall.com |
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May 20, 2012
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| 09:43 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com's strong Q1 results point to more gains, Barron's contends | | There's a lot to like about Salesforce.com (CRM), Barron's says. Subscription and support fees, which provide the bulk of the company's revenue, rose 38%. While professional services and other payments increased 30% in its Q1. In addition sales are accelerating along with its off-balance sheet backlog. The stock does look very expensive, trading at 85x forward earnings. But, as long as Salesforce.com continues to perform, Barron's believes the share price will only climb higher. Reference Link :theflyonthewall.com |
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May 18, 2012
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| 16:02 EDT | | BAC |
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| 12:09 EDT | | CRM |
| theflyonthewall.com: | Stocks with call strike movement; CHK CRM | | Chesapeake (CHK) June 13 call volatility decreased 4%, Salesforce.com (CRM) May 145 call volatility decreased 54% according to iVolatility. :theflyonthewall.com |
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| 12:00 EDT | | CRM |
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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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| 10:27 EDT | | CRM |
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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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| 09:41 EDT | | BAC |
| 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 |
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| 07:38 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com price target raised to $175 from $155 at RW Baird | | Baird raised its price target on Salesforce.com following better than expected Q1 results. The firm cited solid growth and raised guidance. Shares are Outperform rated. :theflyonthewall.com |
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| 07:21 EDT | | FSLR |
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| 07:19 EDT | | BAC |
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| 07:11 EDT | | CVH |
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| 06:26 EDT | | CRM |
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| 06:19 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com price target raised to $180 from $165 at Morgan Stanley | | Morgan Stanley raised Salesforce.com estimates and still sees further room for upside. Shares are Overweight rated. :theflyonthewall.com |
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| 06:13 EDT | | FSLR |
| theflyonthewall.com: | On the Fly: Periodicals Wrap-Up | | WALL STREET JOURNAL: Alexis Tsipras, head of Greece's radical left party known as Syriza, says he sees little chance Europe will cut off funding to the country but that if it does, Athens will stop paying its debts, the Wall Street Journal reports...Bad debts held by Spanish banks jumped to a 17-year high in March, according to the country's central bank, as 8.37% of the loans held by banks, or EUR147.97B, were over three months overdue for repayment in March, the Wall Street Journal reports...REUTERS: Market turmoil over the euro zone crisis could last another 12-24 months, says German Finance Minister Schaeuble, adding that it was up to the Greeks to decide if they wanted to stay in the single currency, Reuters reports...BLOOMBERG: Federal policy makers may prefer another round of Operation Twist to an outright asset-purchase program should the economy show further signs of weakness or if risks increase, Bloomberg reports...The U.S. yesterday imposed tariffs of as much as 250% on Chinese-made solar cells to aid domestic manufacturers, but critics say the decision may end up raising prices and hurting the U.S. renewable energy industry, Bloomberg reports...Chinese auto dealerships, including Honda (HMC), Chery, BYD and Geely, are struggling with the rising number of unsold cars that’s threatening to deepen price cuts, according to the state-backed China Automobile Dealers Association, Bloomberg reports. :theflyonthewall.com |
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| 00:09 EDT | | CRM |
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May 17, 2012
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| 17:57 EDT |  | CRM |
| theflyonthewall.com: | Salesforce.com says deferred revenue and backlog exceed $4B | | :theflyonthewall.com |
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| 17:51 EDT | | CRM |
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| 17:41 EDT | | CRM |
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| 17:38 EDT | | CRM |
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| 17:32 EDT | | CRM |
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| 17:25 EDT | | CRM |
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| 17:19 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com posted strong YoY growth in all major regions during Q1 | | Says business mix continues to become more diverse. Q1 operating margin grew over 60% YoY. :theflyonthewall.com |
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| 17:17 EDT | | CRM |
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| 17:07 EDT | | CRM |
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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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| 16:13 EDT | | BAC |
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| 16:09 EDT | | CRM |
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| 16:07 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com sees Q2 adjusted EPS 38c-39c, consensus 38c | | Sees Q2 revenue $724M-$728M, consensus $713.78M :theflyonthewall.com |
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| 16:06 EDT | | CRM |
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| 15:30 EDT | | CRM |
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| 15:28 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com volatility bid up into Q1 and revenue outlook | | Salesforce.com June put option implied volatility is at 66, August is at 57; compared to its 26-week average of 49 according to Track Data, suggesting larger near term price movement into the expected release of Q1 results after the market close today. :theflyonthewall.com |
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| 15:12 EDT | | FSLR |
| theflyonthewall.com: | U.S. issues preliminary ruling on anti-dumping duties for Chinese solar imports | | The Department of Commerce announced its affirmative preliminary determination in the antidumping duty investigation of imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from the People’s Republic of China. The department preliminarily determined that Chinese producers/exporters sold solar cells in the United States at dumping margins ranging from 31.14% to 249.96%. Suntech (STP) and Trina Solar (TSL) received preliminary dumping margins of 31.22% and 31.14%, respectively. Fifty-nine other exporters qualified for a separate rate of 31.18%. All other Chinese producers/exporters received a preliminary dumping margin of 249.96%, Commerce said. The department said it is currently scheduled to make its final determination in early October. Reference Link :theflyonthewall.com |
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| 14:40 EDT | | CRM |
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| 14:21 EDT | | FSLR |
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| 14:16 EDT | | FSLR |
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| 14:12 EDT | | BAC |
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| 12:29 EDT | | BAC |
| theflyonthewall.com: | Stocks with call strike movement; CHK BAC | | Chesapeake (CHK) June 15 call volatility decreased 2%, Bank of America (BAC) June 12 call volatility increased 7% according to iVolatility. :theflyonthewall.com |
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| 11:12 EDT | | CRM |
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| 11:08 EDT | | NTDOY |
| theflyonthewall.com: | GameStop says better positioned than ever to be launch partner for new consoles |
Subscribe for More Information :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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| 09:40 EDT | | BAC |
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| 08:18 EDT | | FSLR |
| theflyonthewall.com: | Commerce Dept. decision on Chinese solar panel makers expected today, DJ reports | | The Department of Commerce is expected to issue a decision today on tariffs as part of an investigation into accusations that Chinese solar-panel makers receive unfair government subsidies and then sell their products in the U.S. at prices below production costs, reports Dow Jones. Reference Link :theflyonthewall.com |
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| 07:34 EDT | | CAB |
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| 07:22 EDT | | BAC |
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| 07:19 EDT | | BAC |
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| 07:09 EDT | | BAC |
| theflyonthewall.com: | White House seeks to toughen bank rules, WSJ reports | | Following the losses at J.P. Morgan Chase (JPM), the White House is seeking to ensure a tough interpretation of a regulation designed to prevent banks from making bets with their own money, sources say, reports the Wall Street Journal. Reference Link :theflyonthewall.com |
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| 07:00 EDT | | BAC |
| theflyonthewall.com: | Fitch: World's largest banks must raise $566B, NY Times says | | The world's 29 systemically important banks must raise a combined $566B in order to meet new capital requirements, Fitch Ratings said today, according to The New York Times. The figure represents a 23% increase over what the banks currently hold in reserve, the newspaper added. Reference Link :theflyonthewall.com |
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| 06:38 EDT | | BAC |
| theflyonthewall.com: | U.S. foreclosure filings fall to five year low, Bloomberg reports | | In April, foreclosure filings in the U.S. fell to a five year low as lenders sought to avoid seizing property and a housing recovery showed signs of taking hold, reports Bloomberg. The number of default, auction and seizure notices sent to homeowners last month was 188,780, down 14% from a year ago and 5% from March, according to RealtyTrac Inc. Reference Link :theflyonthewall.com |
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| 06:25 EDT | | BAC |
| theflyonthewall.com: | Coty selects BofA Merrill, JPMorgan as underwriters for IPO, WSJ reports | | Coty has picked Bank of America Merrill Lynch (BAC) and JPMorgan Chase (JPM) as the lead underwriters for an IPO, likely this summer or in early fall, reports the Wall Street Journal. The IPO plan follows Coty's decision to walk away from its offer for Avon (AVP). Reference Link :theflyonthewall.com |
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| 06:23 EDT | | BAC |
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| 06:23 EDT | | BAC |
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| 06:22 EDT | | FSLR |
| theflyonthewall.com: | Chinese could commence anti-dumping, subsidy probe on U.S., Digitimes reports |
Subscribe for More Information :theflyonthewall.com |
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| 06:04 EDT | | BAC |
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| 05:11 EDT | | WWE |
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| 04:54 EDT | | RIMM |
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| 00:23 EDT | | BAC |
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May 16, 2012
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| 16:16 EDT | | BAC |
| 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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| 15:16 EDT | | BAC |
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| 11:59 EDT | | NVDA |
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| 10:25 EDT | | BAC |
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| 09:40 EDT | | BAC |
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| 09:32 EDT | | BWA |
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| 09:23 EDT | | CRM |
| theflyonthewall.com: | BofA/Merrill's Head of U.S. Equity & Quantitative Strategy holds conference call |
Subscribe for More Information :theflyonthewall.com |
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| 08:55 EDT | | RIMM |
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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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| 08:27 EDT | | FSLR |
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| 08:04 EDT | | QCOR |
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| 07:43 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com should report stronger than expected Q1 results, says RBC Capital |
Subscribe for More Information :theflyonthewall.com |
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| 06:19 EDT | | FSLR |
| theflyonthewall.com: | Thin-film solar firms expanding into solar PV systems, Digitimes reports | | With thin-film solar products increasingly marginalized due to the falling price of mainstream silicon-based products, associated firms have been increasingly turning to production of PV systems, according to industry sources and reported in Digitimes. Reference Link :theflyonthewall.com |
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May 15, 2012
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| 17:29 EDT | | BAC |
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| 16:52 EDT | | M |
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| 16:03 EDT | | BAC |
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| 14:44 EDT | | NVDA |
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| 14:39 EDT | | NVDA |
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| 14:25 EDT | | BAC |
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| 14:24 EDT | | BAC |
| theflyonthewall.com: | Bank of America April net charge-offs 5.69% vs. 5.48% last month | | :theflyonthewall.com |
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| 14:07 EDT | | NVDA |
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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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| 09:44 EDT | | BAC |
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| 09:20 EDT | | ZIP |
| theflyonthewall.com: | Zipcar has a conference call hosted by JP Morgan | | JP Morgan Analyst Coster will host a conference call with CEO Scott Griffith and CFO Ed Goldfinger on May 21 at 10:30 am. :theflyonthewall.com |
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| 08:46 EDT | | CRM |
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| 08:34 EDT | | M |
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| 07:55 EDT | | NVDA |
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| 07:35 EDT | | ADS |
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| 07:35 EDT | | ADS |
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| 07:17 EDT | | ADS |
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| 07:13 EDT | | BAC |
| theflyonthewall.com: | President Obama: Wall Street needs reform, Reuters reports | | President Obama said the trading loss at JPMorgan Chase & Co. (JPM) illustrated the need for Wall Street reform and warned that the same kind of error at a less stable bank may have required government intervention, reports Reuters. Reference Link :theflyonthewall.com |
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| 07:08 EDT | | M |
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| 06:30 EDT | | BAC |
| theflyonthewall.com: | Judge won't delay Bank of America, Merrill Lynch case, Reuters reports | | In New York, U.S. District Judge Kevin Castel refused to delay the approval process for a controversial $20M settlement between Bank of America Corp. (BAC) directors and shareholders who accused the bank of overpaying for Merrill Lynch & Co., reports Reuters. Reference Link :theflyonthewall.com |
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| 06:29 EDT | | FSLR |
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| 06:26 EDT | | FSLR |
| theflyonthewall.com: | H2 solar revenue growth led by U.S., Asia Pacific pipelines, Digitimes reports |
Subscribe for More Information :theflyonthewall.com |
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| 06:23 EDT | | FSLR |
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| 06:23 EDT | | RIMM |
| theflyonthewall.com: | Labor, power shortages could turn worse as notebook demand rises, DigiTimes says |
Subscribe for More Information :theflyonthewall.com |
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| 06:21 EDT | | RIMM |
| 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 | | RIMM |
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| 06:17 EDT | | RIMM |
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| 06:10 EDT | | M |
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May 14, 2012
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| 16:43 EDT | | M |
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| 16:22 EDT | | ACOM |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were lower as fears mounted of a possible disorderly Greek exit from the euro currency. Stock futures were lower to begin the week as the market took its cue from the European markets, which were sharply lower. The weakness was attributed to Greece’s inability to form a coalition government and the prospect that the euro zone’s firewall will prove insufficient to shield Spain and other embattled countries against the effect of a Greek catastrophe. Weaker demand data out of China, highlighted by that country's policy response, certainly did not help either. The U.S. market opened sharply lower and continued its drop until finally finding a level about an hour into trading. With the financial sector still reeling from JP Morgan's (JPM) trading loss and the associated fallout, the averages tried in vain to recapture their losses before faltering again in the afternoon... ECONOMIC EVENTS: Domestically, there was little on the economic calendar. In Europe, stock markets plunged and the yields on benchmark sovereign debt in Greece, Spain and Italy spiked as Greece continues to be unable to form a new government. In China, the central bank announced plans over the weekend to cut its bank reserve requirement by 0.5 percentage points after economic readings showed industrial production growth had slowed... COMPANY NEWS: Yahoo! (YHOO) shares gained 2% after activist investor Dan Loeb won a spot on the company's board, along with two of his other nominees, and the company's CEO Scott Thompson quit over the resume inaccuracy that Loeb brought to light... Chesapeake Energy (CHK) also jumped as it was linked to a prominent activist investor, as shares rose 4.79% after the Wall Street Journal reported that Carl Icahn will likely reveal he once again has increased his stake in the company. The company also said after the close on Friday that it had arranged for a $3B unsecured loan to aid its financial flexibility as it continues to sell off assets and said on its call today to discuss the financing that it "wouldn't be surprised" if Icahn becomes a large shareholder... MAJOR MOVERS: Among the notable gainers was Groupon (GRPN), up $1.84, or 18.54%, to $11.73, ahead of its earnings report after the bell and up another 11% in the after market when its earnings and revenue beat expectations. Also higher were shares of Francesca's (FRAN), up $1.58, or 6.60%, to $25.60, after the company raised its earnings and same store sales guidance for its upcoming report and terminated its CFO for improper communication via social media. Noteworthy losers included Ancestry.com (ACOM), down $3.59, or 13.72%, to $22.57, following NBC's cancellation of the show "Who Do You Think You Are?", which featured the company's technology and services, and InterOil (IOC), down $3.88, or 6.73%, to $53.73, after the company said it received a notice that Papua New Guinea's government will cancel a liquefied natural gas project in the country... INDICES: The Dow lost 125.25, or 0.98%, to 12,695.35; the Nasdaq fell 31.24, or 1.06%, to 2,902.58; and the S&P 500 dropped 15.04, or 1.11%, to 1,338.35. :theflyonthewall.com |
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| 16:06 EDT | | BAC |
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| 12:18 EDT | | ACOM |
| theflyonthewall.com: | On The Fly: Midday Wrap | | Stocks on Wall Street were lower at midday, as investors worried about Europe and China. Stocks began the day sharply lower on the heels of a sell off in the European markets. The weakness overseas was attributed to concern over Greece’s inability to form a coalition government, putting its continued participation in the euro zone in greater doubt. The weakness spread to the U.S., where the financial sector remains in turmoil following JP Morgan’s (JPM) trading loss. The market opened lower but the selling intensified before finding a level where it began to recapture some of its losses. The market has essentially drifted off its lows to cut its losses in half... ECONOMIC EVENTS: In the U.S., there was little on the economic calendar to distract investors from worries about Europe and China. In Europe, the yields on 10-year Greek, Spanish and Italian bonds all climbed while German bond yields declined to historically low levels as fear continues to mount about the potential exit of Greece from the euro currency. Stock markets across Europe plunged as well. In China, the central bank took action over the weekend to stimulate slowing growth, as it announced plans to cut its bank reserve requirement by 0.5 percentage points the day after economic readings showed inflation, industrial production growth, spending and lending had all slowed... COMPANY NEWS: Yahoo! (YHOO) shares gained almost 3% after its CEO Scott Thompson relented to pressure and stepped down following a firestorm over a computer science degree he never received. The company also reached a deal with activist shareholder Dan Loeb of Third Point, who had initially disclosed Thompson's resume problems, as the company agreed to allow Loeb and two other Third Point nominees to join its board... Another recently embattled company, Chesapeake Energy (CHK), jumped 7% after the company said it had arranged for a $3B unsecured loan to aid its financial flexibility as it continues to sell off assets. Also, the Wall Street Journal reported that activist investor Carl Icahn will likely reveal he once again has increased his stake in Chesapeake, and the company said on its call to discuss its financing that it "wouldn't be surprised" if Icahn becomes a large shareholder... JPMorgan Chase (JPM) continues to deal with the fallout of its $2B trading loss, as the bank announced that its Chief Investment Officer Ina Drew will retire, to be replaced by Matt Zames, and the bank's stock fell another 2%... Best Buy (BBY) Chairman Richard Schulze will step down when his term ends after the company's investigation into its former CEO Brian Dunn found that Dunn violated policy by engaging in an inappropriate personal relationship with a female employee and Schulze failed to bring the matter to the board's audit committee when he first learned of the allegations... MAJOR MOVERS: Among the notable gainers were Golfsmith (GOLF), up 28%, after agreeing to be acquired by Canada's Golf Town for $6.10 per share in cash, and Citizens South Banking (CSBC), up 24%, following its announcement that it will merge with Park Sterling Corporation (PSTB). Also higher were shares of Avon (AVP), up more than 4%, after the company responded to the latest $24.75 per share buyout offer from Coty, but asked for another week to make a decision on the bid... Noteworthy losers included Ancestry.com (ACOM), down 13%, following NBC's decision not to renew the TV show "Who Do You Think You Are?", and InterOil (IOC), down 9%, after the company got notice from Papua New Guinea of the state's intention to cancel an LNG project agreement... INDICES: Near noon, the Dow was down 82.07, or 0.64%, to 12,738.53; the Nasdaq was down 16.01, or 0.55%, to 2,917.81; and the S&P 500 was down 9.14, or 0.68%, to 1,344.25. :theflyonthewall.com |
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| 12:00 EDT | | ACOM |
| theflyonthewall.com: | Ancestry.com falls 13.2% | | Ancestry.com is down 13.2%, or $3.45, to $22.71 :theflyonthewall.com |
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| 11:05 EDT | | BAC |
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| 10:24 EDT | | NVDA |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Arch Coal (ACI) upgraded to Buy from Neutral at UBS... Ares Capital (ARCC) upgraded to Equal Weight from Underweight at Barclays... Career Education (CECO) upgraded to Market Perform from Underperform at BMO Capital... Citi Trends (CTRN) upgraded to Outperform from Market Perform at Wells Fargo... Louisiana Pacific (LPX) upgraded to Outperform from Sector Perform at RBC Capital... McDermott (MDR) upgraded to Overweight from Neutral at JPMorgan... NetSuite (N) upgraded to Conviction Buy from Buy at Goldman... PDC Energy (PETD) upgraded to Buy from Hold at Canaccord... St. Jude Medical (STJ) upgraded to Buy from Neutral at Goldman... Teradata (TDC) upgraded to Overweight from Equal Weight at Barclays... Ultimate Software (ULTI) upgraded to Buy from Sell at Goldman... Vertex Pharmaceuticals (VRTX) upgraded to Overweight from Neutral at JPMorgan... Pulte Group (PHM) upgraded to Buy from Neutral at Guggenheim... Ryland Group (RYL) upgraded to Buy from Sell at Guggenheim... Toll Brothers (TOL) upgraded to Buy from Neutral at Guggenheim... NVIDIA (NVDA) upgraded to Average from Below Average at Cari. :theflyonthewall.com |
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| 10:00 EDT | | ACOM |
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| 09:59 EDT | | ACOM |
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| 09:30 EDT | | NVDA |
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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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| 09:14 EDT | | ACOM |
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| 09:04 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA, Intellectual Ventures partner to acquire portfolio of wireless assets | | NVIDIA and Intellectual Ventures, or IV, announced that they have jointly acquired a set of patents developed and owned by IPWireless. The portfolio comprises approximately 500 patents granted and pending in the wireless communications area, including essential concepts in LTE, LTE-Advanced and 3G/4G technologies. Terms of the acquisition, which closed on April 30, were not disclosed. Ownership of the patents was split between NVIDIA and IV, with NVIDIA licensing the rights to those patents that it did not acquire. As part of the acquisition, IPWireless retains perpetual, royalty-free access to these patents. :theflyonthewall.com |
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| 09:00 EDT | | ACOM |
| theflyonthewall.com: | Ancestry.com falls 16.4% | | Ancestry.com is down 16.4%, or $4.30, to $21.86 :theflyonthewall.com |
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| 09:00 EDT | | WWE |
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| 09:00 EDT | | NVDA |
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| 08:44 EDT | | ACOM |
| theflyonthewall.com: | Ancestry.com gaps down sharply on show cancellation, support at $21.44 pivot | | :theflyonthewall.com |
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| 08:08 EDT | | ACOM |
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| 08:06 EDT | | ACOM |
| theflyonthewall.com: | Ancestry.com pullback a buying opportunity, says Piper Jaffray | | Piper Jaffray recommends buying shares of Ancestry.com on weakness after NBC announced over the weekend the cancellation of "Who Do You Think You Are?" Piper thinks Ancestry.com should be able to reallocate dollars spent on the show to other media and reiterates an Overweight rating on the stock. :theflyonthewall.com |
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| 08:03 EDT | | ACOM |
| theflyonthewall.com: | Ancestry.com drops 9% after NBC cancels "Who Do You Think You Are?" | | :theflyonthewall.com |
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| 07:40 EDT | | NVDA |
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| 07:34 EDT | | BAC |
| theflyonthewall.com: | Italy's market watchdog: Ban some financial products, Reuters reports | | Authorities must regulate and even ban financial products that can wipe out people's savings, says Giuseppe Vegas, chairman of Italy's market watchdog Consob, following JP Morgan's (JPM) $2B trading loss due to a failed hedging strategy, reports Reuters. Reference Link :theflyonthewall.com |
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| 07:23 EDT | | BAC |
| theflyonthewall.com: | Not just U.S. but global regulators likely to react to JPMorgan events, FT says |
Subscribe for More Information :theflyonthewall.com |
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| 07:20 EDT | | CRM |
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| 07:15 EDT | | BAC |
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| 07:11 EDT | | NTDOY |
| theflyonthewall.com: | Nintendo and Goldie renew licensing agreement | | Goldie Marketing of Australia and Nintendo of America will continue their business association for another three years, following the signing of an extension to their current merchandise licensing agreement. The renewal of Goldie Marketing's licensing agreement will ensure that the company can carry out long-term plans and create a broader range of toys based on Nintendo's Super Mario Bros., Mario Kart Wii, and Nintendogs franchises. :theflyonthewall.com |
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| 07:08 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com Q1 results should top estimates, says Jefferies | | Jefferies believes Salesforce.com's Q1 results should top estimates after its most recent channel checks were broadly positive. The firm believes the company's business trends are positive and reiterates a Buy rating on the stock with a $170 price target. :theflyonthewall.com |
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| 06:21 EDT | | BAC |
| theflyonthewall.com: | BofA, Societe Generale seek to overturn MBIA restructuring, Bloomberg reports |
Subscribe for More Information :theflyonthewall.com |
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| 05:50 EDT | | CRM |
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May 13, 2012
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| 20:03 EDT | | ACOM |
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| 15:33 EDT | | CRM |
| 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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