The "fade Whitney" trade ...
The "fade Whitney" trade may be getting close to played out as municipals tack a 2.31% rise in January onto a 10.7% gain in 2011, with yields for top-rated paper now at or near all-time lows. Lower-rated munis offer the best relative value, says Jim Kochan, but investors should expect coupon income and nothing more for the rest of the year.  Post your comment!
www.SeekingAlpha.com...
Facebook (FB) may have a ...
Facebook (FB) may have a ways to go when it comes to matching Google's (GOOG) ad monetization ability, but one area where it has a clear edge is in enabling the "discovery" of content users aren't actively searching for. The sharing of everything from Ticketmaster purchases to newspaper articles on news feeds is responsible for Facebook's enormous share of referral traffic, and stands to open up new revenue streams. 1 comment!
www.SeekingAlpha.com... Eli Lilly says it will f ...
Eli Lilly says it will freeze base pay for most of its employees in 2012, citing financial pressures caused by patent expirations on top drugs. Shares -0.2% AH. 3 comments!
www.SeekingAlpha.com... Kinder Morgan Energy Par ...
Kinder Morgan Energy Partners files to sell $1.18B in common units. The units represent limited partner interests. Shares -0.4% AH. 6 comments!
www.SeekingAlpha.com... Yelp (YELP), that other ...
Yelp (YELP), that other well-known consumer Internet company set to go public, has filed a new S-1. According to the filing, the company posted 2011 revenue of $83.3M (+74% Y/Y) and a net loss of $16.2M. Monthly unique visitors stood at 66M at year's end (+67% Y/Y), while total reviews on Yelp's site reached 25M (+64% Y/Y). Yelp's mobile apps were installed on 5.7M devices. 1 comment!
www.SeekingAlpha.com... Alpha Natural Resources ...
Alpha Natural Resources (ANR) falls 4.7% AH after announcing it's slashing coal production at some of its Kentucky and West Virginia mines, on account of lower demand. The cutbacks will reduce annual production by roughly 4M tons, and results in the displacement of about 320 employees. Alpha adds rising natural gas production is affecting its coal sales to utilities. Post your comment!
www.SeekingAlpha.com... After rising 15%-plus in ...
After rising 15%-plus in little more than a month, short-term gold traders should seriously consider the possibility that the yellow metal is highly vulnerable to a pullback or worse, contrarian Mark Hulbert warns. His sentiment index has surged from 0.3% on Dec. 29 to 51% now - a quick return to the bullish camp by many gold market timers. 2 comments!
www.SeekingAlpha.com... Micron (MU) states COO M ...
Micron (MU) states COO Mark Duncan will serve as interim CEO following the death of chairman and CEO Steve Appleton in a plane crash, until a full-time successor is named. Micron shares are still halted. Update: Micron has resumed trading, and is down 4.2% AH. Post your comment!
www.SeekingAlpha.com... Brown & Brown (BRO): Q4 ...
Brown & Brown (BRO): Q4 EPS of $0.25 beats by $0.03. Revenue of $244M (+6.2% Y/Y) misses by $5M. Shares +1.5% AH. (PR) Post your comment!
www.SeekingAlpha.com... On the hour: S&P +1.26%. ...
On the hour: S&P +1.26%. 10-yr -0.52%. Euro +0.12% vs. dollar. Crude +1.52% to $97.83. Gold -1.74% to $1728.75. Post your comment!
www.SeekingAlpha.com... Cavco ([[CVCO]] +11.9%), ...
Cavco (CVCO +11.9%), a maker of factory-built homes, hit a new 52-week high after reporting FQ3 revenue of $114.6M (+189% Y/Y) and EPS of $0.24. Results were boosted by Cavco's acquisition of rival Palm Harbor Homes, partly offset by seasonality. Post your comment!
www.SeekingAlpha.com... Goldman Sachs' (GS) earn ...
Goldman Sachs' (GS) earnings dropped 47% and its stock price slid 46% in 2011, but CEO Lloyd Blankfein received a $7M restricted stock bonus for the year. He received the 61,702 share award on Feb. 1, Bloomberg reports; additionally, he received a $2M salary, an increase from his previous base of $600K. 3 comments!
www.SeekingAlpha.com... |
Pre-market Movers For Feb
Gainers:
www.RttNews.com Green Mountain Coffee Roa
Green Mountain Coffee Roasters (GMCR) reported first quarter adjusted EPS of $0.60 after the close Wednesday, up from $0.18 in the prior year period. The consensus estimate was for EPS of $0.36. The company expects to report second quarter adjusted EPS of $0.60 to $0.65 and between $2.55 and $2.65 for the full year 2012. The consensus estimates are for EPS of $0.73 and $2.56.
www.RttNews.com Open Text Corp. (OTEX) Se
Open Text Corp. (OTEX) reported second quarter non-GAAP EPS of $1.39 after the bell Wednesday, compared to $1.22 last year. The consensus estimate was for EPS of $1.22.
www.RttNews.com MWI Veterinary Supply (MW
MWI Veterinary Supply (MWIV) reported first quarter EPS of $1.05 Thursday morning, compared to $0.87 in the previous year. The consensus estimate was for EPS of $0.93. The company also increased its full year 2012 EPS forecast to between $3.85 and $4.00, from prior expectations of $3.70 to $3.90. The consensus estimate is for EPS of $3.84.
www.RttNews.com Gap Inc. (GPS) Surged To
Gap Inc. (GPS) reported Thursday morning that its fourth quarter comparable store sales declined by 4%. The company expects to report fourth quarter EPS of $0.41 to $0.42, which is above the consensus estimate of $0.35.
www.RttNews.com Tidewater Inc. (TDW) Clim
Tidewater Inc. (TDW) reported third quarter EPS of $0.67 Thursday morning, which was flat with the prior year result. The consensus estimate was for EPS of $0.43.
www.RttNews.com Abercrombie
Abercrombie
www.RttNews.com QUALCOMM Inc. (QCOM) Rose
QUALCOMM Inc. (QCOM) reported first quarter adjusted net income of $0.97 per share after the bell Wednesday, compared to $0.82 per share in the previous year. The consensus estimate was for EPS of $0.90. The company expects to report second quarter adjusted EPS of $0.91 to $0.97 and between $3.55 and $3.75 for the full year. The consensus estimates are for EPS of $0.89 and $3.59.
www.RttNews.com Concur Technologies Inc.
Concur Technologies Inc. (CNQR) reported first quarter adjusted net income of $0.32 per share after the bell Wednesday, compared to $0.30 per share last year. The consensus estimate was for EPS of $0.19. The company expects to report second quarter adjusted EPS of $0.28 and expects to report $1.27 for the full year 2012. The consensus estimates are for EPS of $0.19 and $0.83.
www.RttNews.com Hain Celestial Group (HAI
Hain Celestial Group (HAIN) reported second quarter adjusted net income of $0.52 per share after the close Wednesday, compared to $0.39 per share last year. The consensus estimate was for EPS of $0.49.
www.RttNews.com Intuitive Surgical Inc. (
Intuitive Surgical Inc. (ISRG) traded to the upside throughout the first half of the afternoon Thursday. The stock ended the session higher by 20.06 at $483.00 on strong volume.
www.RttNews.com Earnings Watch For Februa
Risk management and insurance services provider Aon Corp. (AON) is slated to report better results for the fourth quarter. The company is expected to record a profit of $0.96 per share versus $0.84 per share last year, with revenues estimated at $3.00 billion. The company's shares closed Thursday's session at $49.37. (The stock up about 12% in Q4; MA(50)- $46.34; MA(100)- $45.72; 52-wk H/L $54.58/$39.68)
www.RttNews.com Pre-market Movers For Feb
Gainers:
www.RttNews.com Whirlpool Corp. (WHR) Ros
Whirlpool Corp. (WHR) reported fourth quarter adjusted EPS of $0.32 Wednesday morning, down from $0.43 in the previous year. The company expects to report full year 2012 adjusted EPS of $6.50 to $7.00.
www.RttNews.com Key Tronic Corp. (KTCC) B
Key Tronic Corp. (KTCC) reported second quarter net income of $0.30 per share after the close Tuesday, up from $0.17 per share last year. The company expects to report third quarter EPS of $0.30 to $0.35.
www.RttNews.com RadiSys Corp. (RSYS) Surg
RadiSys Corp. (RSYS) reported fourth quarter adjusted EPS of $0.05 after the close Tuesday, down from $0.08 in the previous year. The consensus estimate was for break-even results. The company expects to report first quarter non-GAAP EPS between break-even and $0.06, compared to the consensus estimate of $0.04.
www.RttNews.com JDA Software Group (JDAS)
JDA Software Group (JDAS) reported fourth quarter adjusted non-GAAP net income of $0.65 per share after the bell Tuesday, compared to $0.61 in the previous year. The consensus estimate was for EPS of $0.63.
www.RttNews.com
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ITT Industries initi
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of ITT Industries (ITT) with a "sector perform" rating. The target price is set to $47.
www.newratings.com ...
Goodrich initiated w
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Goodrich (GR) with an "outperform" rating. The target price is set to $85.
www.newratings.com ... Embraer SA initiated
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Embraer SA (ERJ) with a "sector perform" rating. The target price is set to $29.
www.newratings.com ... BE Aerospace initiat
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of BE Aerospace (BEAV) with a "top pick" rating. The target price is set to $36.
www.newratings.com ... United Tech initiate
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of United Tech (UTX) with an "outperform" rating. The target price is set to $86.
www.newratings.com ... Raytheon initiated w
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Raytheon (RTN) with a "sector perform" rating. The target price is set to $50.
www.newratings.com ... Precision Castparts
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Precision Castparts (PCP) with a "top pick" rating. The target price is set to $149.
www.newratings.com ... Northrop Grumman ini
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Northrop Grumman (NOC) with an "underperform" rating. The target price is set to $58.
www.newratings.com ... Lockheed Martin init
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Lockheed Martin (LMT) with a "sector perform" rating. The target price is set to $78.
www.newratings.com ... Honeywell Internatio
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Honeywell International (HON) with a "sector perform" rating. The target price is set to $45.
www.newratings.com ... General Dynamics ini
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of General Dynamics (GD) with an "outperform" rating. The target price is set to $72.
www.newratings.com ... Boeing initiated wit
NEW YORK, September 8 (newratings.com) - Analysts at RBC Capital Markets initiate coverage of Boeing (BA) with an "outperform" rating. The target price is set to $78.
www.newratings.com ... Ironwood Pharma init
NEW YORK, September 8 (newratings.com) - Analysts at Ladenburg Thalmann initiate coverage of Ironwood Pharma (IRWD) with a "buy" rating. The target price is set to $14.
www.newratings.com ... CEC Entertainment in
NEW YORK, September 8 (newratings.com) - Analysts at Morgan Joseph initiate coverage of CEC Entertainment (CEC) with a "hold" rating.
www.newratings.com ... Molycorp initiated w
NEW YORK, September 8 (newratings.com) - Analysts at Stifel Nicolaus and Company initiate coverage of Molycorp (MCP) with a "hold" rating.
www.newratings.com ...
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Fund Letters
