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| 11:38 EDT |  | AA, FCX, XOM, CVX |
| | 11:17 EDT | | BBVA, CS, RY, STD, RBS, AEG, DB, UBS, ING, BCS, LYG |
| | 11:12 EDT | | BBVA, CS, RY, STD, RBS, AEG, DB, UBS, ING, BCS, LYG |
| theflyonthewall.com: | Greece's vote on austerity imminent, WSJ says | | Greece is preparing itself for a critical parliamentary vote on Sunday evening on austerity measures that will be necessary for the country in order to receive the next part of its bailout, says the Wall Street Journal. Reference Link :theflyonthewall.com |
| | 11:10 EDT | | PRAA, ECPG, ASTI |
| theflyonthewall.com: | Portfolio Recovery's tax issues has ramifications for the group, Barron's says |
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| | 11:02 EDT | | BAC, C, JPM, WFC |
| | 11:00 EDT | | JIVE |
| theflyonthewall.com: | Jive Software is transforming business communication, Barron's says | | Jive Software (JIVE) is referred to as 'Facebook for business'. IPO’d just about two months ago, Jive's market valuation already hovers near the $1B mark -- but that's chicken feed when it comes to social-networking valuations these days. Facebook, which has finally filed its papers to go public, is currently valued at $100B on the private market. So far, Jive is holding up nicely, just reporting strong Q4 revenue, with billings growth rising at a fast pace. Research outfit IDC sees employee collaboration and communication as a new business segment poised to grow at an annual compound rate of 8% for the next three years. http://online.barrons.com/article/SB50001424052748704444604577207123232569682.html?mod=BOL_twm_col :theflyonthewall.com |
| | 10:58 EDT | | CSCO |
| | 10:56 EDT | | AXP |
| theflyonthewall.com: | American Express shares have returned 26.8% under CEO Chenault, Barron's says |
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| | 10:54 EDT | | INT, ORLY, AMT, MKL, KMX, PENN, BYI, AON, NWSA, GOOG, SSD |
| theflyonthewall.com: | FBR Fund Advisers favor World Fuel Services, O'Reilly Automotive, Barron's says | | The co-managers at FBR Focus Fund (FBRVX) think the market's recent volatility should benefit stock-picking over indexing. They buy high-quality companies with strong management at reasonable prices. The fund, which now oversees $707M, continues to buy only the managers' best ideas, which results in a concentrated portfolio of about 24 stocks; more than 72% of its assets are in 10 positions: ORLY, AMT, MKL, KMX, PENN, BYI, AON, NWSA, GOOG, SSD. Barron's reports that the fund’s two favorites are: World Fuel Services (INT) with its best-in-class balance sheet; and O'Reilly Automotive (ORLY) which has just 5% of a huge market, giving it plenty of room to grow. http://online.barrons.com/article/SB50001424052748703518604577213163331222328.html?mod=BOL_twm_fs :theflyonthewall.com |
| | 10:45 EDT | | |
| theflyonthewall.com: | An Israeli-Iranian conflict could push oil to $300 a barrel, Barron's reports |
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| | 10:44 EDT | | WYNN, LVS, ASCA, PNK |
| | 10:42 EDT | | DAN |
| theflyonthewall.com: | Dana Holding is back on the road to prosperity, Barron's says | | Dana Holding (DAN) is a revitalized, retooled company after emerging from Chapter 11 four years ago and gaining a new CEO with a great track record, Barron's reports. CEO Roger Wood is adjusting product lines, focusing on those with higher margins, and cutting costs. Dana is now is riding a cyclical resurgence in auto sales in North America. On Feb. 21, the company is expected to report that 2011 sales hit $7.6B, 25% above the 2010 level, and that earnings more than doubled, to $1.60 a share. Mario Gabelli, CEO of Gamco Investors (GBL), is a fan of Dana, which he recommended at last month's Barron's Roundtable investment forum. http://online.barrons.com/article/SB50001424052748704858604577199013491935998.html?mod=BOL_twm_fs :theflyonthewall.com |
| | 10:41 EDT | | |
| | 10:40 EDT | | LNKD |
| | 10:38 EDT |  | MAS, KORS, ZNGA, DE, DVN, GG, GM, VFC, CPB, HNZ, FXE, FTNT, TPX, SCSS, OPTR, KITD, GWRE, CJES, CLB, SLB, MASI, ZIOP, NVDA, NUAN, AAPL, DHR, DSW, ROST, TJX, ISRG, TKP, TSL, ZOLT, AFFY |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said win or lose, once the Greece issue is resolved the markets will breath easier, but if Greece defaults or gets kicked out of the eurozone, the market will give back some of its recent gains. Cramer outlined his game plan for the companies reporting the week of Feb. 13. (Monday) Masco (MAS) Cramer would buy shares on any weakness. (Tuesday) recent IPO Michael Kors (KORS) he'd buy on any weakness. Zynga (ZNGA) he'd "ring the register". (Wednesday) John Deere (DE), Devon Energy (DVN) and Goldcorp (GG) - Cramer advised a wait-and-see approach with all three names. (Thursday) General Motors (GM) buy under $22. VF Vorp. (VFC) take profits ahead of their release. (Friday) Cramer said that he's worried about Campbells Soup (CPB) and Heinz (HNZ) and would not be a buyer of either. On the IPO front, Cramer recommended investors buy in on the Brightcove IPO, but all while keeping an eye on the Currency Shares Euro Trust (FXE) to see how the markets are reacting to the latest Greek news. SPECULATION FRIDAY: Cramer returned to Fortinet (FTNT) which is up 208% since his Novermber 2009 recommendation. He said that the cyber-security theme is still in tact, and with hackers getting more sophisticated every day, more and more companies will need Fortinet's unified threat management systems. The shares are expensive trading at 43x earnings with a 21% growth rate. But given the size of the market opportunity, Cramer said it's still worth buying shares on any market pullback. Fortinet recently reported excellent earnings. Given Fortinet's size, Cramer said the company may also be a takeover target someday. For the final "All Request" segment of the week, Cramer responded to a tweet asking him to compare Tempur-Pedic (TPX) and Select Comfort (SCSS) in a battle of the high-end mattress makers. The premium mattress segment is a lucrative one for both companies. Cramer said that Select Comfort, trading at 22x earnings with a 19% growth rate, is by far the better deal. Select Comfort, with only 5% market share, has more room to grow. Its same-store comps rose by a greater percent and it has higher margins than Tempur. MAD MAIL: Cramer was bullish on Optimer Pharmaceuticals (OPTR) as a speculative play but was bearish on KIT Digital (KITD) and Guidewire (GWRE), advising investors to sell now. Cramer said that he's not a buyer of C&J Services (CJES), and prefers Core Labs (CLB) and Schlumberger (SLB), both of which have less natural gas exposure. Cramer said there's no rush to Massimo (MASI) and would wait for a pullback. He also noted that Ziopharm Oncology (ZIOP) is like playing FDA roulette and is not for the faint of heart. Cramer would hold onto Nvidia (NVDA), but admitted the stock is a "wide ride." Cramer said he's not a buyer of Nuance Communications (NUAN). Then, Cramer also clarified his position on Apple (AAPL). He said that yes, Apple is less of a company without founder and visionary Steve Jobs, but that doesn't mean its not still a great company and great stock to own. He said the company's chart says it all. LIGHTNING ROUND: (Bullish) DHR; DSW; ROST; TJX; ISRG; TKR. (Bearish) TSL; ZOLT; AFFY. http://www.thestreet.com/story/11412352/1/cramers-mad-money-recap-next-weeks-game-plan-update-1.html :theflyonthewall.com |
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