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Analyst Blog: BT, CIEN, HNAB, CNXT, SGTL, STB

Mon, 15 Dec 2008 21:37:00 GMT

BT Group Plc (BT) reported 2Q09 results with in-line revenues and lower than expected earnings. The company is moving ahead with the expansion of its 21CN network. The company recently announced plans to invest ?1.5 billion to make fiber-based, super-fast broadband available to as many as 10 million homes in the UK by 2012. BT Global continues to execute well, winning deals valued at ?8.4 billion in the trailing-12-month period. The company has reported slightly lower EBITDA margins due lower EBITDA of Global Services while pricing pressure is causing traditional revenues to decline. Shares of BT are currently trading at 5.0x our 2009 earnings estimate of $4.14 after we have lowered our currency expectations for the British Pound against the US Dollar to $1.91 per ?1, compared to our previous[More...]

Broadband Penetration: 7 Ways To Profit From Our Biggest Infrastructure Need

Sat, 15 Nov 2008 17:33:00 GMT

Broadband Penetration: 7 Ways to Profit From Our Biggest Infrastructure Need by David Fessler, Advisory Panelist, Investment U Friday, November 14, 2008: Issue #886 As is usually the case, I’m sitting here writing from my comfortable home office in rural northeast Pennsylvania. I often marvel at the fact that even from my remote location, I’m able to do research and submit copy over a broadband connection. Of course, 20 years ago we never would have thought of broadband penetration as a necessary component to our nation’s infrastructure. Back then most of us interacted with our televisions far more than with our computers. Now, it’s hard for most of us to imagine life without a high-speed Internet connection, especially if you work from home as I do. For millions of Americans, broadband is the enabler for telecommuting, giving[More...]

Skyworks Booms With Wireless Connectivity

Fri, 31 Oct 2008 01:30:00 GMT

Skyworks Solutions (SWKS) makes analog and mixed signal semiconductors that work mainly with mobile devices and wireless connectivity. Headquartered in Woburn, Massachusetts, SWKS has been winning contracts with mobile device makers because of its ability to give devices said increased functionality. The company is known for its expertise in radio frequency, front-end modules and power amplifier technologies. Technically speaking, I am already in over my head, but we—at Ockham Research—believe the fundamentals of this company suggest that it is Greatly Undervalued.[More...]

Analyst Comments: AtheroGenics, Toyota, Jamba, GlaxoSmithKline, Metabasis, AFLAC, Crown Castle, Epicor, Amylin Pharma, CNOOC, Skyworks, Tejon

Thu, 02 Oct 2008 12:28:00 GMT

AtheroGenics (AGIX) just reported that top-line ANDES data showed a dose dependent response and statistically significant reduction in A1c at the six month period. However, we would categorize the reduction as only modest at 0.6% for the highest (150mg) dose, and continued signs of elevate liver activity give us cause to remain skeptical of the eventual commercial potential of AGI-1067. Until a large development partner validates the program we choose to remain skeptical of AGI-1067. We are still not comfortable with the side effect profile on it, and with recent topline efficacy data showing only modest reduction in A1c levels, we are struggling to find exactly what differentiating characteristics AGI-1067 will contain in the approved label relative to other oral anti-diabetic medications. Additionally, the dwindling cash position and[More...]

Why Hold Cash Positions

Wed, 13 Aug 2008 19:17:00 GMT

Sometimes the market just is not doing what you expect or what you want it to be doing. In fact, rare is the case when the market does exactly what you want it to do. After all, if it were that easy, we’d all be rich now![More...]

Analyst Comments: Allergan, Hitachi, Spectranetics, Alpharma, Conexant

Fri, 08 Aug 2008 20:55:00 GMT

Allergan, Inc. (AGN) has been expanding into new therapeutic areas through acquisitions over the past few quarters. We believe these acquisitions will provide the company with the opportunity to drive growth in its existing business and to expand into new areas of business even in the face of slowing U.S. consumer spend. The Inamed acquisition, in particular, should help strengthen Allergan's position as a specialty pharmaceutical company. From a fundamental standpoint, we are enthusiastic about the future of Allergan. The company possesses a strong blockbuster product in Botox wrinkle treatment and a slew of innovative new products in the eye and skin care markets. We were pleased to see Allergan receive the Food and Drug Administration approval for Juvederm dermal fillers several months ahead of expectations. Both Botox and Juvederm should help the company strengthen its position in the dermatology and[More...]

Fewer Jobs Were Lost

Fri, 01 Aug 2008 15:53:00 GMT

Good morning. Investors are reacting to the jobs report where nonfarm payrolls fell by 51K in July (consenses expectations were at 70K) while the unemployment rate increased to 5.7% (a four-year high and above the 5.6% consensus expectation). Since Decemb[More...]

Few Thoughts and a Look at the Earnings in the Coming Week

Mon, 28 Jul 2008 05:15:00 GMT

WITH RESPECT TO THE US’ GDP GROWTH, THE NATIONAL BUREAU OF ECONOMIC RESEARCH SEES A SIGNIFICANT DECLINE IN ECONOMIC ACTITIVY SPREAD ACROSS THE ECONOMY, WHICH WILL LAST MORE THAN A FEW MONTHS - WSJ - According to Robert Hall, economist at Stanford University, US economic data that has been reported provide (...)[More...]

Conexant Split

Mon, 30 Jun 2008 23:02:01 GMT

: iStockAnalyst.com Symbols Feed

Analyst Blog: BT, CIEN, HNAB, CNXT, SGTL, STB

Broadband Penetration: 7 Ways To Profit From Our Biggest Infrastructure Need

Skyworks Booms With Wireless Connectivity

Analyst Comments: AtheroGenics, Toyota, Jamba, GlaxoSmithKline, Metabasis, AFLAC, Crown Castle, Epicor, Amylin Pharma, CNOOC, Skyworks, Tejon

Why Hold Cash Positions

Analyst Comments: Allergan, Hitachi, Spectranetics, Alpharma, Conexant

Fewer Jobs Were Lost

Few Thoughts and a Look at the Earnings in the Coming Week

Conexant Split

Analyst Comments: Federal Realty, H&R Block, Esterline Technologies, Conexant Systems, HealthExtras, Raven, Focus Media

Ikanos Completes Acquisition of Broadband Access Product Line From Conexant

Ikanos to Acquire Broadband Access Product Line From Conexant

Conexant Exceeds Guidance for Fourth Quarter of Fiscal 2009

Ikanos Communications Reports Results for Third Quarter 2009

Conexant Announces Over-Allotment Exercise on Recent Common Stock Offering

Conexant Announces Results and Proration of Its Tender Offer for $73 Million of Its Floating Rate Senior Secured Notes Due 2010

Conexant Announces Pricing of Common Stock Offering

Conexant Announces Proposed Public Offering of Common Stock

Conexant Completes Sale of Broadband Access Product Lines to Ikanos

Conexant Appoints Nu Horizons as Exclusive Distributor in North America and Mexico

Conexant Reports Financial Results for the Third Quarter of Fiscal 2009

Conexant Provides Details for Q3FY09 Earnings Conference Call

Form 4 Scherp Christian For: Nov 02 (10K)

Form 4 MERCER D SCOTT For: Nov 02 (10K)

Form 4 CONEXANT SYSTEMS INC For: Nov 02 Filed by: PETERSON MARK D (10K)

Form 4 Hu Jean X. For: Nov 02 (10K)

Form 4 Chittipeddi Sailesh For: Nov 02 (10K)

Form 4 CONEXANT SYSTEMS INC For: Aug 12 Filed by: DECKER DWIGHT W (10K)

Form 4 CONEXANT SYSTEMS INC For: Aug 12 Filed by: STEAD JERRE L (10K)

Form 4 CONEXANT SYSTEMS INC For: Aug 12 Filed by: IYER BALAKRISHNAN S (10K)

Form 4 MASSENGILL MATTHEW E For: Aug 12 (10K)

Form 4 FARRILL F CRAIG For: Aug 12 (10K)