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January 26, 2012
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| 15:00 EDT |  | TXN |
| theflyonthewall.com: | Avnet says improving order flow, positive book to bill may signal "some" bottom | | Company executive says "not be brave enough" to call bottom in March or June, but some indicators do suggest a general bottoming trend. The company noted that suppliers have "very divergent views" on their March quarter projections. Comments taken from Q2 earnings conference call. :theflyonthewall.com |
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January 24, 2012
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| 21:35 EDT | | TXN |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer told his "Mad Money" viewers Tuesday evening that the new year has given them multiple ways to win. Cramer suggested, "Stick with the five big themes of 2012." Those trends being: (1) Increased consumer spending -- evidenced by strong earnings from Coach (COH). Other luxury plays like Ralph Lauren (RL), Whole Foods (WFM) and even Starbucks (SBUX) should do well. Also making the list was the newly minted Michael Kors (KORS). (2) Semiconductors have bottomed -- meaning great things for Texas Instruments (TXN) and Xylinx (XLNX), also Broadcom (BRCM) and Intel (INTC). (3) The cloud. He said that VMWare (VMW) had positive news and that might also bump up the earnings of other cloud players like Red Hat (RHT) and Salesforce.com (CRM). (4) We're "done with Europe." He said investors now expect the worst from Europe, so every bit of good news is a reason for U.S. stocks to rally. Investors are loving Euro banks and bonds, he said. And, (5) The collapse in natural gas prices. He said this means poor performance from the drillers and oil service stocks, but with natural gas now giving king coal a run for its money, that's big news for Westport Innovations (WPRT) and anyone who's helping convert trucks from diesel to clean burning, U.S.-made natural gas. Cramer said, with these five themes and stick with Apple (AAPL), and investors will have a winning year in 2012. Continuing his "Breakthrough Medical Stocks" series, Cramer highlighted both Bristol-Myers Squibb (BMY) and Pfizer (PFE). He said that Eliquis, a new drug that prevents strokes in patients with atrial fibrillation, is a blockbuster drug that's being developed jointly by Pfizer and Bristol Myers. Eliquis could receive approval by the end of March, and will definitely impact the bottom line of both companies. Both companies have healthy balance sheets to support their dividend yields and even raise them. Cramer also liked Pfizer's plans for breaking itself into separate companies, unlocking immense value for shareholders. Of the two, Cramer would pick Bristol Myers. Smaller, but still has plenty of other drugs in its pipeline that could surprise. Next, Cramer said the Google (GOOG) and Microsoft (MSFT) conference calls couldn't have been more different. Google praised itself for a lackluster quarter and Microsoft was humbled by a terrific number. He said that Google's hubris made it seem out of touch with reality and made analysts decidedly unhappy. Cramer said the trajectories of these stocks makes sense. Microsoft, he said, is going higher, while Google is in the penalty box for at least one quarter to see if it can fix its mistakes. EXECUTIVE DECISION: Cramer once again spoke with Richard Kinder, chairman and CEO of Kinder Morgan Energy Partners (KMP), that's returned 122% since Cramer first recommended the master limited partnership in April 2007. Kinder reaffirmed that Kinder Morgan Energy Partners (KMP), can continue to grow its distribution to shareholders by 7% a year, while its general partner, Kinder Morgan (KMI), is on pace for growth of 12% a year. Kinder was also upbeat about the company's drilling efforts in Texas, where the company plans to ramp up to 7,000 barrels a day of oil production. Cramer continued his recommendation of Kinder Morgan. Any weakness, he said, and investors should get back in. NO HUDDLE OFFENSE: McDonald's (MCD) runs up ahead of the quarter only to sell off thereafter. Cramer said this dip is a terrific buying opportunity. Verizon (VZ) almost always disappoints on its conference call, but then rallies later thanks to its 5.2% yield. Other companies like Kimberly-Clark (KMB), Johnson & Johnson (JNJ) and Travellers (TRV) -- there's a buying opportunity either ahead of or after the results that investors should capitalize on. LIGHTNING ROUND: (Bullish) EXC; ISRG; BAH; SAP; IBM. (Bearish) DMND; VC; MAKO; DECK. Reference Link :theflyonthewall.com |
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| 10:06 EDT |  | TXN |
| theflyonthewall.com: | On The Fly: Analyst Downgrade Summary | | Today's noteworthy downgrades include: FormFactor (FORM) downgraded to Neutral from Buy at Citigroup...Deutsche Bank (DB) downgraded to Neutral from Overweight at JP Morgan...Plains Exploration (PXP) downgraded to Neutral from Buy at Goldman...Molson Coors (TAP) downgraded to Neutral from Buy at UBS...Forward Air (FWRD) downgraded to Neutral from Buy at SunTrust...Unilever (UN) downgraded to Neutral from Buy at Citigroup...Omega Healthcare (OHI) downgraded to Market Perform from Outperform at JMP Securities...LTC Properties (LTC) downgraded to Market Perform from Outperform at JMP Securities...Greenhill & Co. (GHL) downgraded to Neutral from Buy at Ticonderoga...Zumiez (ZUMZ) downgraded to Neutral from Outperform at Credit Suisse...Entergy (ETR) downgraded to Hold from Buy at Jefferies...Rubicon Technology (RBCN) downgraded to Hold from Buy at Kaufman Bros...Veeco (VECO) downgraded to Hold from Buy at Kaufman Bros...Southern Company (SO) downgraded to Underweight from Neutral at Atlantic Equities…Barrick Gold (ABX) downgraded to Sector Perform from Outperform at RBC Capital…Texas Instruments (TXN) downgraded to Hold from Buy at Kaufman Bros. :theflyonthewall.com |
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| 08:43 EDT |  | TXN |
| theflyonthewall.com: | Texas Instruments margins to accelerate in 2012, says Gabelli | | After Texas Instruments reported stronger than expected Q4 revenues, Gabelli believes that multiple factors will cause the company's margins to accelerate in 2012. The firm maintains a Buy rating on the stock. :theflyonthewall.com |
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| 07:55 EDT | | TXN |
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| 07:28 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments downgraded to Hold from Buy at Kaufman Bros. | | Kaufman Bros. downgraded Texas Instruments based on valuation. :theflyonthewall.com |
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| 07:21 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments Q1 guidance appears conservative, says Oppenheimer | | Oppenheimer believes that Texas Instruments reported "upbeat" Q4 results, and the firm raised its target on the stock to $40 from $37 while maintaining an Outperform rating. :theflyonthewall.com |
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| 07:06 EDT | | TXN |
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| 06:53 EDT |  | TXN |
| theflyonthewall.com: | Stocks with implied volatility movement; TXN SHLD | | Stocks with implied volatility movement; Texas Instruments (TXN), J.C. Penney (JCP) according to iVolatility. :theflyonthewall.com |
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January 23, 2012
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| 17:54 EDT | | TXN |
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| 17:50 EDT |  | TXN |
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| 17:49 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments sees base band revenue in $50M-$100M range for rest of FY12 | | :theflyonthewall.com |
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| 17:45 EDT | | TXN |
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| 17:44 EDT | | TXN |
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| 17:42 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments sees expense of National Semi acquisition immaterial after Q1 |
 Subscribe for More Information :theflyonthewall.com |
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| 16:47 EDT | | TXN |
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| 16:46 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments reports Q4 analog revenue $1.695B, up 12% vs. a year ago | | Reports Q4 embedded processing revenue $442M, down 18% vs. a year ago. Reports Q4 wireless revenue $722M, down 6% vs. a year ago. :theflyonthewall.com |
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| 16:41 EDT | | TXN |
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| 16:39 EDT | | TXN |
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| 16:38 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments sees FY12 CapEx $700M | | :theflyonthewall.com |
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| 16:37 EDT | | TXN |
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| 16:34 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments sees Q1 EPS 16c-24c vs. consensus 41c | | Sees Q1 revenue $3.02B-$3.28B vs. consensus $3.22B. :theflyonthewall.com |
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| 16:33 EDT | | TXN |
| theflyonthewall.com: | Texas Instruments reports Q4 orders $2.86B, down 9% vs. a year ago | | :theflyonthewall.com |
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| 16:32 EDT | | TXN |
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| 15:12 EDT | | TXN |
| theflyonthewall.com: | Earnings Preview: TI's Q4 print to be largely in-line with its preannouncement |
Subscribe for More Information :theflyonthewall.com |
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January 22, 2012
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| 16:20 EDT | | TXN |
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January 21, 2012
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| 14:26 EDT | | TXN |
| theflyonthewall.com: | iGo says completion of green technology chip pushed to Q2, early Q3 | | The expected completion date of the iGo (IGOI) Green technology chip being jointly developed with Texas Instruments (TXN) has been changed to the end of the second quarter or early third quarter of 2012. During the qualification process for the chip, it was determined that a new design for the lead frame was required, which will delay completion of the chip by several months. :theflyonthewall.com |
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