Monday, October 26, 2009
Swap Yahoo! for Google
YAHOO! is using every power at its disposal to improve its fortunes.
Friday, October 23, 2009
Novell: SCO May Settle Unix Suit
Beleaguered software vendor Novell, which has been fighting a lawsuit by bankrupt SCO Group for the last several years, could see a silver lining, writes Ladenburg Thalmann analyst Aaron Schwartz in a note this morning.
Monday, October 5, 2009
Analyst: Swap Comcast for Time Warner
Collins Stewart analyst Thomas Eagan thinks you may be swapping your Comcast shares for Time Warner Cable sometime soon.
In a note to clients this morning, Eagan writes that investors may rotate out of Comcast if the company decides to invest $12 billion to $14 billion for a stake in GE’s NBC-Universal, as rumored.
Friday, October 2, 2009
Report: Solar Stocks’ Aggressive Accounting Raises Red Flags
The solar technology industry may report a stronger-than-expected third quarter but could face disappointment in subsequent quarters, warns Hapoalim Securities analyst Gordon Johnson in a note to clients today. Johnson says that his checks suggest demand for photovoltaic modules in Germany has been better than expected, raising the prospect that solar tech makers could demonstrate better sales growth and margins than expiated when they report the September quarter.
Monday, September 28, 2009
Sina-Focus Media Deal Collapses
Chinese Web portal and mobile phone content provider Sina’s deal to acquire the billboard operations in China of Focus Media Holding has collapsed today, almost ten months after it was first announced.
Barclay’s Raises Cisco to Overweight; Target $28
Raising estimates on expectations of stronger spending by telephone companies, Barclay’s Capital analyst Jeff Kvaal today raised his rating on Cisco Systems to “Overweight” from “Equal Weight” and raised his price target to $28 from $24. Cisco shares are up $1.12, or 5%, at $23.75.
Xerox Pays $6.4B for ACS in Cash and Stock; Share Price Down 12 Percent
Xerox shares are coming under heavy pressure this morning after the company announced it would acquire computer services firm Affiliated Computer Services for $63.11 per share in a combination of cash and stock. Xerox said in a press release the deal will make the combined company a $22 billion “global enterprise for document technology” and will advance Xerox in the “$150 billion market for business process outsourcing,” often known as “BPO.”
Friday, August 7, 2009
Amazon: Little Threat From Target, Says JP Morgan
Target’s decision today to build out its e-commerce infrastructure won’t likely hurt Amazon.com, writes J.P. Morgan analyst Imran Khan in a note to clients. In fact, it could help.
Target announced today it would construct its own order-fulfillment services for its online sales, which totaled $1.8 billion last year, according to Khan’s estimate, signalling the end of its use of Amazon’s back-office fulfillment services, for which Amazon receives a fee.
Palm: Pali Sees Pre Uptick, Credits Brief Price Cut to $99
Sales of the Palm Pre smartphone may be creeping up to 30,000 a week this week versus a prior trend of 25,000, writes Pali Capital analyst Walter Piecyk in a blog post this morning.
Liberty Media Jumps 10 Percent as Q2 Sales, Ebitda Beat
Shares of John Malone’s Liberty Media Interactive, owner of “QVC,” are up sharply this morning after the company beat Q2 expectations for revenue and operating profit.
Revenue fell, year over year, to $1.9 billion, the company reported, yielding adjusted Ebitda of $412 million. Still, that was ahead of the $1.834 billion and $345 million average estimate of analysts.
Thursday, August 6, 2009
Leap Into the Abyss: Stock Off 17 Percent on Q2 Rev Miss; Ratchets Down Subscriber Forecast as Churn Rises
San Diego-based prepaid cellular operator Leap Wireless wrapped up a horrendous day for budget calling that kicked off with Metro PCS’s big miss for Q2 profit. Leap missed revenue estimates and reported a wider-than-expected loss per share for the quarter and ratcheted down its expectations for subscriber growth and profitability this year.
PCS: Buckling Under the Weight of Sprint, Verizon
The cut-rate prepaid cellular market, though representing fully a third of the growth in wireless in the U.S., is not always a comfortable place to be, as evidenced by the results today from Metro PCS, the discount prepaid cellular operator whose stock was cut by a third after disappointing Q2 earnings.
Metro PCS Down 30 Percent on Weak Subscriber Numbers
Shares of pre-paid cellular operator Metro PCS, which offers phone plans in the $30 to $50 neighborhood, are plunging today, after the company missed Q2 EPS estimates by quite a bit on revenue that was in line. The company’s churn, or rate of customer defections, jumped.
Comcast Q2 EPS Beats, Cash Flow Above Expectations
Comcast shares are on the rise this morning after the U.S.’s largest cable operator beat expectations for EPS on in-line revenue for its Q2. The company managed to beat analysts’ free cash flow projections as capital expenditures continued to decline despite the rollout of several interesting initiatives including wireless services and online video streaming.
Wednesday, August 5, 2009
RIM: Susquehanna Initiates With “Positive,” $94 Target
Some positive views bubbling up today for BlackBerry maker Research in Motion, as Susquehanna Financial Group’s Jeffrey Fidarco initiates coverage of its stock with a “Positive” rating and a price target of $94, which would be about 18 percent upside from the current price. And an increase in estimates by Oppenheimer & Co.’s Ittai Kidron.
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