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Stock Market & Financial Investment News

News Breaks
March 24, 2012
23:30 EDTLGF, CALL, VALE, CLF, CSTR, MCD, CLH, INTC, BRCM, CRZO, MHR, IRWD, NFLX, IBM, SWHC, TPLM, OXM, AGN, LEN, MKC, PVH, WAG, CVS, FDO, DLTR, PAYX, BBY, RIMM, FINL, CSOD, CRM, MDP, MAPP, HLJim Cramer's "Mad Money"
Jim Cramer once again reminded his "Mad Money" viewers that we're in a stock picker's market. That's why his game plan for next week's trading is all about individual companies and their earnings reports. (Monday) Cramer will be watching Lions Gate Entertainment (LGF) to see how opening weekend goes for "The Hunger Games." He said anything less than $120M in ticket sales and investors need to sell. (Tuesday) Lennar (LEN) needs to post a strong number, or all of the gains in the home-related stocks will be at risk. Cramer was bullish on both McCormick (MKC) and PVH Corp (PVH) ahead of their reports. Walgreens (WAG) is a sell according to Cramer - he would pick up CVS Caremark (CVS) instead. (Wednesday) Expectations are high for Family Dollar (FDO) and he would use any weakness in the group to buy Dollar Tree (DLTR). He remained bullish on Paychex (PAYX) with its 4% yield. He was also bullish on cloud software purveyor Red Hat (RHT), which is up 25% for the year. (Thursday) Cramer is not a buyer of Best Buy (BBY) and said using the April 25 call options would be a better play for investors looking to gamble on earnings. He had nothing good to say about Blackberry maker Research in Motion (RIMM). (Friday) Cramer said with so much great news coming from the footwear segment, he'd be a buyer of Finish Line (FINL) on any weakness. SPECULATION FRIDAY: Cramer highlighted Cornerstone OnDemand (CSOD), a stock he said has been on his radar for many weeks. He said with shares now 10% off their highs, now is the right time to consider the company. Cramer likes Cornerstone for two reasons, first as a takeover target, and second as a stand-alone company.Similar companies have been bought at 15% higher than where Cornerstone trades. Potential competition from Salesforce.com (CRM) coming into the HR space is already baked into Cornerstones stock price, Cramer says. In his "What The Heck" segment, Cramer explained why magazine publisher Meredith (MDP) has seen its shares rally 60% since last October, despite calls that print magazines are all but dead and buried. Reasons: Meredith is not a pure-play on magazines. The company has been taking market share and increasing ad revenues. And, the company’s recent dividend boost and meaningful stock buyback program. HOMEWORK: Cramer opined on Map Pharmaceuticals (MAPP), a biotech company working with Allergan (AGN) in the treatment of migraines. Cramer said that Map is likely to be volatile and he still prefers Allergan. Cramer was bullish on Oxford Industries (OXM), a retail lifestyle brand that trades at 17x earnings with a 15% growth rate. He was bearish on MagicJack (CALL), a stock that's already run up 80% so far this year. When asked about Vale (VALE), Cramer said he prefers Cliffs Natural Resources (CLF). Cramer was not a buyer of Coinstar (CSTR). Rounding up the emails, Cramer said he's a buyer of McDonald's (MCD), he likes Clean Harbors (CLH) and investors looking for semiconductor names should consider Intel (INTC) for safety or Broadcom (BRCM) for growth. NO HUDDLE OFFENSE: Cramer followed up on Carrizo Oil & Gas (CRZO) after Thursday's interview with the company's CEO. Cramer reiterated that he thinks the stock is a buy at $30, especially given that the company's Eagle Ford assets alone are worth more than that figure. LIGHTNING ROUND: (Bullish) MHR; IRWD; NFLX; IBM. (Bearish) SWHC; TPLM; HL. Reference Link
News For LGF;LEN;MKC;PVH;WAG;CVS;FDO;DLTR;PAYX;BBY;RIMM;FINL;CSOD;CRM;MDP;MAPP;AGN;OXM;CALL;VALE;CLF;CSTR;MCD;CLH;INTC;BRCM;CRZO;MHR;IRWD;NFLX;IBM;SWHC;TPLM;HL From The Last 14 Days
Check below for free stories on LGF;LEN;MKC;PVH;WAG;CVS;FDO;DLTR;PAYX;BBY;RIMM;FINL;CSOD;CRM;MDP;MAPP;AGN;OXM;CALL;VALE;CLF;CSTR;MCD;CLH;INTC;BRCM;CRZO;MHR;IRWD;NFLX;IBM;SWHC;TPLM;HL the last two weeks.
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September 5, 2014
10:55 EDTWAGWalgreen call activity attributed to activist investor speculation
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10:50 EDTPVHOptions with decreasing implied volatility
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10:05 EDTAGNOn The Fly: Analyst Initiation Summary
Today's noteworthy initiations include: Actavis (ACT) initiated with a Buy at ISI Group... Akamai (AKAM) initiated with a Buy at UBS... Alexion (ALXN) initiated with a Buy at SunTrust... Allegion (ALLE) initiated with a Buy at Buckingham... Allergan (AGN) initiated with a Buy at ISI Group... Aviat Networks (AVNW) initiated with a Neutral at H.C. Wainwright... Celgene (CELG) initiated with a Buy at SunTrust... EZCORP (EZPW) initiated with a Hold at Jefferies... Eaton (ETN) initiated with a Neutral at Buckingham... Emerson (EMR) initiated with a Neutral at Buckingham... HMS Holdings (HMSY) initiated with an Overweight at Stephens... Incyte (INCY) initiated with a Buy at SunTrust... Ingersoll-Rand (IR) initiated with a Neutral at Buckingham... Insmed (INSM) initiated with an Outperform at Cowen... Intercept (ICPT) initiated with an Outperform at Cowen... Johnson & Johnson (JNJ) initiated with an Outperform at BMO Capital... Lennox (LII) initiated with a Neutral at Buckingham... Mylan (MYL) initiated with a Hold at ISI Group... Orion Engineered Carbons (OEC) initiated with a Buy at Goldman... Parker-Hannifin (PH) initiated with a Buy at Buckingham... Pentair (PNR) initiated with a Neutral at Buckingham... Pharmacyclics (PCYC) initiated with a Neutral at SunTrust... Rockwell Automation (ROK) initiated with a Neutral at Buckingham... Sabre (SABR) initiated with an Outperform at Oppenheimer... Santander Consumer (SC) initiated with a Buy at Jefferies... Springleaf (LEAF) initiated with a Buy at Jefferies... Susser Petroleum (SUSP) initiated with a Neutral at Credit Suisse... Teva (TEVA) initiated with a Buy at ISI Group... Valeant (VRX) initiated with a Buy at ISI Group... WESCO (WCC) initiated with a Neutral at Buckingham... Watsco (WSO) initiated with a Neutral at Buckingham... Weyerhaeuser (WY) initiated with a Neutral at JPMorgan... World Acceptance (WRLD) initiated with a Hold at Jefferies.
10:05 EDTCLH, PVHOn The Fly: Analyst Downgrade Summary
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10:00 EDTWAGRumor: Walgreen strength attributed to activist investor speculation
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09:31 EDTLENLennar initiated with a Buy at BofA/Merrill
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09:01 EDTPVHPVH Corp. downgraded to Underperform from Neutral at BofA/Merrill
08:34 EDTFDO, DLTRDollar Tree to divest as many stores as required for antitrust approval
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08:33 EDTDLTR, FDOFamily Dollar reaffirms support of transaction with Dollar Tree
08:32 EDTFDO, DLTRDollar Tree commits to divest as many stores as required for antitrust approval
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08:31 EDTFDO, DLTRFamily Dollar rejects revised Dollar General offer due to antitrust issues
Family Dollar Stores (FDO) that its Board of Directors has unanimously rejected the revised, non-binding proposal made by Dollar General Corporation (DG) on September 2 on the basis of antitrust regulatory considerations. Family Dollar’s merger agreement with Dollar Tree (DLTR) contains a customary provision that permits Family Dollar to enter into discussions and share information with any competing bidder, but only if the Board is able to determine that failure to do so would be inconsistent with its fiduciary duties and that the unsolicited, written proposal from the competing bidder would be reasonably expected to lead to a proposal that is not only financially superior, but also “reasonably likely to be completed on the terms proposed.” Howard R. Levine, Chairman and CEO of Family Dollar, said, “Our Board of Directors, with the assistance of outside advisors and consultants, reviewed all aspects of Dollar General’s revised proposal and unanimously concluded that it is not reasonably likely to be completed on the terms proposed. There is a very real and material risk that the transaction proposed by Dollar General would fail to close, after a lengthy and disruptive review process. Accordingly, our Board has rejected Dollar General’s revised proposal and reaffirmed its support of the transaction with Dollar Tree, which delivers attractive value in the form of immediate upfront cash and upside participation in a combined Dollar Tree-Family Dollar entity, as well as closing certainty.” Ed Garden, a Family Dollar director and co-founder and Chief Investment Officer at Trian Fund Management, L.P., a large shareholder of the Company, stated, “We are focused on delivering to Family Dollar shareholders the highest value with certainty, and the Dollar Tree transaction does just that. Dollar Tree has taken the antitrust risk off the table by committing to divest as many stores as necessary to obtain antitrust clearance. We remain fully committed to the Dollar Tree transaction.”
08:30 EDTFDOFamily Dollar rejects revised Dollar General offer due to antitrust issues
08:22 EDTINTCNVIDIA lawsuits likely to have positive outcome, says JMP Securities
After NVIDIA (NVDA) filed lawsuits against Qualcomm (QCOM) and Samsung, JMP Securities thinks there is a good chance that NVIDIA will obtain a favorable ruling or settlement that is equal or greater to the $1.5B deal it cut with Intel (INTC),. The firm thinks that other companies, most notably Apple (AAPL), will launch talks with NVIDIA in the wake of the lawsuit. JMP Securities recommends buying NVIDIA ahead of upcoming Apple product refreshes and what it sees as accelerating growth trends for NVIDIA. The firm is upbeat about NVIDIA's new products and reiterates an Outperform rating.
07:54 EDTBRCMBroadcom price target raised to $50, shares attractive, says BofA/Merrill
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07:50 EDTCLHClean Harbors downgraded to Hold from Buy at BB&T
07:31 EDTWAGWalgreen notifies customers about label printing errors, WSJ reports
Walgreen has found that its systems were printing drug labels with random characters in the instructions during a recent system crash, making some hard to understand, and has reached out to notify thousands of customers about the issue, reported The Wall Street Journal, citing a company spokesman and an internal memo. Reference Link
07:17 EDTCRMSalesforce.com management to meet with UBS
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06:33 EDTMCDHundreds arrested following protests over fast food wages, NY Times says
Nearly 500 protestors seeking a $15 per hour wage for fast food workers were arrested in sit-ins yesterday, organizers of the sit-ins told The New York Times. Some home care aides, recruited by the Service Employees International Union, jointed the protests, the newspaper stated. Fast food companies include McDonald's (MCD), Burger King (BKW), Wendy's (WEN), Jack in the Box (JACK), and Sonic Corporation (SONC).Reference Link
06:27 EDTFDO, DLTRNew Dollar General offer might not woo Family Dollar, Reuters says
Dollar General's (DG) improved bid to purchase Family Dollar (FDO) for $9.1B might not be able to reduce its smaller competitors worries that U.S. antitrust regulators will hinder the agreement from transpiring, according to Reuters, citing two sources familiar with the matter. Family Dollar is already in the throes of an agreement to sell itself for $8.5B to Dollar Tree (DLTR). Reference Link
05:59 EDTMCDStocks with implied volatility above IV index mean; ACHN MCD
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