News For V From The Last 14 Days Check below for free stories on V the last two weeks.
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February 9, 2010
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| 09:02 EDT |  | V |
| theflyonthewall.com: | Capital One to hike interest rates, Telegraph reports | | Capital One (COF) plans to almost double the interest rates it charges some of its card holders, according to the Telegraph. Some of Capital One's customers will see their interest rates surge more than 7%. The increases are scheduled to be implemented in March or April. Reference Link :theflyonthewall.com |
| | 07:06 EDT | | V |
| theflyonthewall.com: | Chinese sovereign fund owns $9.6B in stock of U.S. companies, NY Times says | | China's sovereign wealth fund bought more than $9B of stock in U.S. companies last year, according to the New York Times. The $300B fund now owns shares of Apple (AAPL), Coca-Cola (KO), Johnson & Johnson (JNJ), Motorola (MOT), Visa (V), and other well-known American companies, the newspaper adds. Reference Link :theflyonthewall.com |
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February 8, 2010
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| 20:11 EDT |  | V |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said, "The semiconductor stocks are back." They now have both cyclical and secular growth trends going in their favor, and the analysts haven't even noticed it yet. Cramer said he poured over the conference calls of dozens of semiconductor stocks over the weekend, and company after company delivered blowout earnings that were just too large to be written off as strength from a recovery global economy. He said the semis are clearly benefiting from both the cyclical economic trend as well as a long-term secular boom in digital gadgets, from cell phones to e-book readers and from smart electric power to smarter cars. Cramer said the analysts are dismissing the trend as routine growth, which is a mistake, and an opportunity for investors to get in ahead of the curve. Cramer said clearly that he doesn't care which semiconductor stock investors choose, as long as they choose at least one for their portfolio. Cramer interviewed Rep. John Sullivan (R., Okla.), about his efforts to bring natural gas into the mainstream of America's energy policy. Sullivan shared Cramer's view that natural gas needs to be the bridge fuel for America to ween itself from foreign oil until alternative energies like wind, solar and biofuels can come into fruition. Next, Cramer said, investors could've seen the earnings beat at toy maker Hasbro (HAS) coming, if they had been paying attention to the company's dividend boost last Thursday. Cramer explained that nothing shows a company's strength more than when it boosts its dividend. Hasbro is a lot more than just Monopoly, Cramer told viewers. That's why he recommended the stock on July 19 and is up 38% on that recommendation. Cramer said with several blockbuster movies like Iron Man 2 and Toy Story 3 on the horizon, Hasbro should continue to deliver the stock, and dividend, growth investors are looking for. MAD MAIL: Cramer told a viewer that Mattel (MAT) is not as good as Hasbro, but it's a good company. Cramer told another viewer that he's still a believer in Apple (AAPL), but he did lower his price target on Google (GOOG) because of the company's friction with China. Cramer told a third viewer that he does not like Atmel (ATML) as much as rival Skyworks Solutions (SWKS). Cramer told a final viewer that Nucor (NUE) remains his favorite steel stock and he'd continue to stick with it. LIGHTNING ROUND: (Bullish) NKE; GLD; EGO; GILD; V; CHD; CLX; CL; POT; TNH. (Bearish) SSRI. Reference Link :theflyonthewall.com |
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February 5, 2010
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| 08:14 EDT |  | V |
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February 4, 2010
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| 21:36 EDT | | V |
| | 21:35 EDT | | V |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said, "There's money to be made in this panic." He reminded viewers that no one ever made a dime while panicking, and that just because everything is down, it doesn't mean it should be. Cramer explained Thursday's brutal market action by telling viewers that thanks to the proliferation of global futures markets and ETFs, stocks are now lumped into baskets, and often trade together even though they shouldn't. He said long gone are the days of fundamental securities analysis, which valued companies individually based on their own merits. Instead, today's markets simply trade the S&P500 ETF, and every stock in the average takes the hit. Cramer also explained that this trend is exasperated by large hedge funds, which trade ETFs and futures for the liquidity they offer. He told viewers to remain vigilant and look for bargains. Cramer said companies like Altria (MO), Visa (V) and Cisco (CSCO) didn't deserve the carnage they received Thursday, and that makes them cheap once the panic has passed. RECOVERY PLAY: Investors who owned shares of Botox maker Allergan (AGN) actually made money Thursday, Cramer said. He spoke with chairman and CEO David Pyott. Pyott said that Allergan has weathered the storm very well, thanks in part to strong sales in its eye care business, which accounts for 47% of sales. He said the company has also seen a 18% increase in its dermal filler products. Pyott said investors need to realize the value of the eye care segment and its new product Latisse. He says Allergan's competition in Botox only has low-double-digit market share and he is not concerned. Cramer called Allergan the best medical aesthetics company in the business and said the company is a great recovery play. Next, Cramer interviewed Richard Hill, chairman and CEO of semiconductor equipment maker Novellus (NVLS), a company at the heart of a new boom in technology. Hill said no factory can make chips without the equipment that they provide. He painted a very bullish picture for his industry, saying that he hasn't seen opportunities this good since the 1990s. Today, Hil said, the market drivers are emerging markets, anti-terrorism and gadget loving consumers. Hill dismissed arguments that a slowdown in China will hamper growth. After reporting a 6c a share earnings beat and offering bullish guidance, Cramer said Novellus is an integral part of his Mobile Internet Tsunami and he'd be a buyer. Then, Cramer sat down with Larry O'Donnell, president and CEO of Waste Management (WM). The comapny's natural decomposition process at 1100 of its landfills, is now powering over 400,000 homes in the U.S. The company also has over 400 collection trucks that are running on clean burning natural gas. LIGHTNING ROUND: (Bullish) MCD; C; PG; WN. (Bearish) BKC; MCRS; AIB; CPB; FTR. Reference Link :theflyonthewall.com |
| | 09:44 EDT |  | V |
| | 09:00 EDT |  | V |
| | 08:48 EDT | | V |
| theflyonthewall.com: | Visa target raised to $100 from $95 at Oppenheimer | | Oppenheimer raised its target on Visa after the company reported better than expected results. The firm maintains an Outperform rating on the stock. :theflyonthewall.com |
| | 08:07 EDT | | V |
| theflyonthewall.com: | Visa estimates raised at Thomas Weisel | | After Visa reported better than expected Q1 results, Thomas Weisel raised its FY10 EPS estimate for Visa to $3.85 from $3,.65, compared with the pre-results consensus of $3.59. The firm maintains an Overweight rating and $102 target. :theflyonthewall.com |
| | 07:59 EDT |  | V |
| theflyonthewall.com: | Visa upgraded to Strong Buy from Outperform at Raymond James | | :theflyonthewall.com |
| | 06:36 EDT | | V |
| theflyonthewall.com: | Visa upgraded to Overweight from Equal Weight at Barclays | | Barclays upgraded Visa following the Q1 report and guidance. Target to $97 from $91. :theflyonthewall.com |
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February 3, 2010
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| 16:19 EDT |  | V |
| | 16:18 EDT | | V |
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| | 13:33 EDT |  | V |
| | 11:15 EDT | | V |
| theflyonthewall.com: | Earnings Preview: MasterCard should benefit from stabilizing credit card volumes | | MasterCard (MA) is expected to report Q4 earnings before the market open on Thursday, February 4, with a conference call scheduled for 9am ET. The consensus estimate is $2.46 for EPS and $1.3B for revenue, according to First Call. In early November the company reported Q3 EPS $3.48 vs. consensus of $2.94 and revenue revenue $1.4B vs. consensus of $1.35B. On the Q3 conference call CFO Martina Hund-Mejean said that for Q4, the company expects its rebates and incentives line to be significantly higher versus Q4 of last year due to new and renewed customer agreements, as well as rebates relating to recently implemented pricing initiatives. She said the company continues to expect FY09 total operating expenses will be down on a year-over-year basis and now expects to incur additional severance charges in Q4. MasterCard expects to achieve at least 20% net income growth for 2009, the executive said. Selander noted that the company "feels better" about the current economic environment and sees stabilization and improvement in payment trends. On January 22, Oppenheimer said, Visa and MasterCard should report healthy earnings this year.The firm predicts that the earnings of both Visa (V) and MasterCard (MA) will increase 20% or more during 2010. The firm also expects the stocks' multiple to increase slightly and it reiterates Outperform ratings on both stocks. On January 29, Lazard Capital said, MasterCard's recent weakness was a buying opportunity. The firm recommends using the recent weakness in MasterCard shares as a buying opportunity. The firm expects the company's Q4 results on February 4 to "satisfy investors" and reiterates a Buy rating on the stock. :theflyonthewall.com |
| | 06:59 EDT | | V |
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February 2, 2010
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| 14:33 EDT | | V |
| theflyonthewall.com: | Earnings Preview: Several analysts view Visa favorably into Q1 results | | Visa (V) is expected to report Q1 results after the market close on February 3 with a conference call scheduled for 5 pm ET. Analysts are looking for EPS of 91c on revenue of $1.92B. The consensus range is 87c-$1.01 for EPS, and $1.87B-$1.99B for revenue, according to First Call. In a note to investors on January 27, JP Morgan analyst Tien-tsin Huang predicted that Visa would likely report better than expected results as its volume trends probably improved. The analyst thought that the credit card company will reaffirm its guidance for EPS growth of at least 20% in FY10. Huang, who believed the stock's risk/reward ratio is favorable, reiterated an Overweight rating and $109 target on the stock. Meanwhile, Bernstein initiated Visa with an Outperform rating and $104 target today. On January 22, an Oppenheimer analyst predicted that Visa's earnings would surge 20% or more during 2010. The firm also expects the stock's multiple to increase slightly and it reiterated an Outperform rating on the stock. Visa investors may also be encouraged by the Q4 results reported by American Express (AXP), which beat analysts' consensus estimates on both the top and bottom lines. :theflyonthewall.com |
| | 09:00 EDT | | V |
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January 27, 2010
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| 08:03 EDT | | V |
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