Archive for August, 2009

($MSFT) Microsoft: The Bing Thing – Analyst Blog

Recent numbers put out by analytics firm StatCounter indicate that Microsoft’s (MSFT) new search engine, Bing, gained market share in July. The company’s share of U.S. search engine users increased 14.3%, mostly at the cost of Yahoo (YHOO) and smaller players. Google (GOOG)... 

5Aug2009 | | 0 comments | Continued

(SGY) Stone Energy Corp. – earnings of 65 cents per share vs. the consensus of 10 cents

Stone Energy Corp. (SGY) is posting huge gains as estimates continue to surge. Company Description Stone Energy Corporation operates as an energy explorer in the Gulf of Mexico and Appalachia region. The company was founded in 1993 and has a market cap of $470 million. Stone... 

5Aug2009 | | 0 comments | Continued

(FLS) Flowserve Corporation – 2009 Guidance Raised

Flowserve Corporation (FLS) recently raised its full year guidance after sales rose 6% from the first quarter. The company has surprised on estimates 4 quarters in a row by an average of 7.84%. FLS has a forward P/E of 11.4. Company Description Flowserve manufactures fluid motion... 

5Aug2009 | | 0 comments | Continued

($BG) Bunge Limited – Beat forecast by 213.24% in the Second Quarter

Bunge Limited (BG) sees a strong second half of the year as the agriculture sector rebounds with the fall harvest. Bunge recently reaffirmed its full year earnings guidance. BG trades with a forward P/E of 13.6. Company Description Bunge is an agribusiness and food company with... 

4Aug2009 | | 0 comments | Continued

(MWIV) MWI Veterinary Supply Inc. – Both analysts polled by raised current year estimates

MWI Veterinary Supply Inc. (MWIV) topped the Zacks consensus estimate and exceeded the company’s own expectations. Company Description MWI distributes veterinary products included pharmaceuticals, diagnostics, capital equipment, and pet food across the U.S. The company... 

4Aug2009 | | 0 comments | Continued

(BMO) Bank of Montreal – producing steady results in the very challenging financial sector

Bank of Montreal (BMO) is growing its core business segments and producing steady results in the very challenging financial sector. Company Description Bank of Montreal operates as a financial institution specializing in retail banking and other various financial services in... 

4Aug2009 | | 0 comments | Continued

(BBV) Hot New Spanish Model for Banking

Tony Daltorio, The Investment U Research Team There’s a hot new Spanish model that has everyone in Europe going ga-ga. No, it’s not a runway or swimsuit model. It’s Spain’s banking model. The Bank of Spain forced Spanish banks to follow a very conservative banking model... 

4Aug2009 | | 0 comments | Continued

($BHP) How to Prepare for the Storm Brewing in Copper

Tony Daltorio, The Investment U Research Team There is a copper-red sky this morning – it reminds me that a serious “storm” is brewing for Copper. Copper is one of the most important commodities in the world. It is a key component of the engine powering the vehicle called... 

4Aug2009 | | 0 comments | Continued

(DV) DeVry, Inc.: Stock of the Day

Judith Martin, The Investment U Research Team Last month’s figures from the U.S. Bureau of Labor peg unemployment at 9.7% across the country, but some of us are sweating it more than others. The good news is that all demographics can increase their chances of employment... 

4Aug2009 | | 0 comments | Continued

(DWA) DreamWorks Animation SKG, Inc.: Stock of the Day

Judith Martin, The Investment U Research Team One o’clock on a Saturday. What to do? For less than the cost of just one mango margarita, you could be in an air-conditioned theater with friends or family for the matinee showing of a summer blockbuster. This is where I’ve... 

4Aug2009 | | 0 comments | Continued

How Did Millions Of Investors Get It So Wrong?

by Alexander Green, Advisory Panelist Over the past five months, world stock markets have put on a historic rally. Since March 9, the S&P 500 is up 48%. The small-cap index, the Russell 2000, is up 65%. The EAFE international index is up 67%. And the MSCI Emerging Markets... 

4Aug2009 | | 0 comments | Continued

(MBA) The U.S. Housing Market: Three (More) Reasons Real Estate Isn’t Rebounding

by Louis Basenese, Advisory Panelist Editor’s Note: Yesterday we heard from Martin Denholm, the managing editor at Smart Profits, one of our affiliate publications which will be joining us over the next few weeks. We’ll be adding their experts to our esteemed panelists to... 

3Aug2009 | | 0 comments | Continued

(CRI) Carter’s Inc. – Aggressive Growth – Zacks Rank Buy

Carter’s Inc. (CRI) has been setting a new 52-week high in almost every session since the last earnings release. Crushed Estimates On Jul 28 Carter’s reported second-quarter results that included a 5.4% increase in sales, to $318 million. Net income skyrocketed to... 

3Aug2009 | | 0 comments | Continued

(ORLY) O’Reilly Automotive Inc. – Momentum – Zacks Rank Buy

O’Reilly Automotive Inc. (ORLY) reported strong second-quarter results on July 29 that were better than expected, sending its share price above a key level of short-term resistance. Second-Quarter Results Sales were up a whopping 78% from last year to $1.25 billion, largely... 

3Aug2009 | | 0 comments | Continued

(PVH) Phillips-Van Heusen – scheduled to release results for the second quarter on August 19

Phillips-Van Heusen Corp. (PVH) is up about 23% since it was last featured as a Growth and Income pick in mid-June. That performance more than doubled the gains experienced by the broader market. The Zacks Consensus Estimate is on the rise ahead of PVH’s earnings release... 

3Aug2009 | | 0 comments | Continued

(RSH) RadioShack Corporation – ROE of 23.84%

RadioShack Corporation (RSH) reported second-quarter results on July 27 that surprised by 10 cents, or 34.48%. Earnings per share rose 7 cents to 39 cents from 32 cents in the year ago period. The Zacks Consensus Estimate called for 29 cents. Net sales fell 2.9% to $965.7 million... 

3Aug2009 | | 0 comments | Continued

The Real Estate Market: Don’t Celebrate Housing’s Recent Uptick Yet

by Martin Denholm, Contributing Editor Recently, my colleague Marc Lichtenfeld and I took a collective pop at some lazy journalists and other media cheerleaders. Their crime? Whipping the investment community into false optimism through misleading headlines regarding earnings... 

3Aug2009 | | 0 comments | Continued

(AKS) AK Steel Hikes Price – Neutral with a target price of $19

Recently, AK Steel Holding Corp. (AKS) announced the fourth installment of a price increase for its carbon steel products. The company raised spot market prices for its carbon steel products by $40 per ton, effective with all new orders for September and October shipments. This... 

3Aug2009 | | 0 comments | Continued

(HOT) Hotels & Lodging – Industry Outlook

As the recession continues, hotel industry operating metrics are showing no signs of improvement as both business and leisure travelers are cutting back. OUTLOOK The lodging industry is facing significant challenges stemming from the economic recession, as both business and... 

3Aug2009 | | 0 comments | Continued

($F) Ford – U.S. Consumers Come Out for CARS

by The Investment U Research Team Christmas can come in July, or at least late July for auto dealers and automakers. The CARS program, better know as cash for clunkers, is doing exceedingly well for the auto industry. On Friday when we heard the money was running out, we expected... 

3Aug2009 | | 0 comments | Continued

($T) AT&T Leads Global HSPA (high-speed packet access) Market

AT&T Inc. (T) has reportedly emerged as the leading player in the global HSPA (high-speed packet access) market in terms of total subscriber connections. According to a recent report by the GSM Association, the second-largest US carrier has outpaced industry leaders such... 

3Aug2009 | | 0 comments | Continued

(ACAP) American Physicians Improves – Analyst Blog

American Physicians Capital, Inc. (ACAP) announced a net income of $11.0 million or $1.30 per diluted common share for the second quarter of 2009. Earnings surpassed both Zacks’ as well as the Street’s consensus of $1.09 per share. This compares to net income of $11.0 million,... 

2Aug2009 | | 0 comments | Continued

($C) Decisions, Decisions

If somebody were to ask you what your best stocks are, you would likely name the stocks moving up the most in your portfolio. Your worst stocks? The ones going lower of course. Simply put, the winners in your portfolio are the ones going up. Period. You’ll rarely single... 

2Aug2009 | | 0 comments | Continued

($DRI) Restaurant Industry – Industry Outlook

Bites of Opportunity Remain in Overcooked Sector OVERVIEW Restaurant stocks have room on the downside Restaurant stock prices have doubled since their November lows, which were retested in March. The Zacks Restaurant Index has surged 211% from its 52-week lows, far outpacing... 

2Aug2009 | | 0 comments | Continued