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Semiconductors: Cycle stalls; Downgrading sector view - Merrill Lynch/BAM

Thu, 19 Nov 2009 13:02:25 GMT

Firm notes they are downgrading their view on the sector given unfavorable indications from our cyclical framework suggesting a modest inventory correction, even in the face of improving electronic demand and a more constructive outlook for the global economies. They are also downgrading shares of INTC, TXN, MRVL, and LSI to Neutral, and MXIM, NSM, POWI and MCHP to Underperform. Merrill now rates a modest 5 stocks (BRCM, XLNX, ALTR, ADI and LLTC) as Buys within their[More...]

5 C's Of Credit

Sun, 01 Nov 2009 16:01:18 GMT

Before the era of Frankenstein Finance and the fanatical focus on fee-based income, lenders tried to hold themselves out as models of probity (for the skeptics out there, I did say "try."). Those responsible for making credit-granting decisions and looking after the interests of shareholders also demanded that borrowers meet certain standards before they would see even a dime of their employers' money.[More...]

Deutsche Bank’s Ackermann Forecasts Trouble Ahead

Fri, 31 Jul 2009 16:49:22 GMT

On Tuesday, we wrote about Deutsche Bank’s (DB) earnings release which signaled the bank was protecting itself against further difficulty ahead (A Cautious Tone for Deutsche Bank). The bank worried investors by devoting a great more resources to loan loss provisions than any analysts had expected, a seven-fold increase. The stock is down 13% this week, and it has suffered downgrades from UBS ([More...]

AeroVironment (AVAV) Earnings Good Enough; Some Bump in Guidance

Wed, 24 Jun 2009 19:21:59 GMT

While the heart of earnings season starts up in 2 weeks (already?) some names with non typical quarter ends (i.e. July instead of June) are out this week. We mentioned Monsanto (MON) this morning, Darden Restaurants (DRI) reported last night (not so great on guidance) along with Oracle (ORCL), Riverbed Technology (RVBD) and PMC Sierra (PMCS) tomorrow and a few others are also out there. One small defense firm we still like is AeroVironment (AVAV) - unfortunately in the quest for 'reflation' or 'technology' stocks this name has sat ignored for a few months as the computers jump in and out of the[More...]

Talbots (NYSE:TLB): Upgraded To Outperform At FBR Capital

Wed, 20 May 2009 13:27:56 GMT

High you high octane fans, FBR Capital is upgrading Talbots (NYSE:TLB) to Outperform from Market Perform while raising tgt to $4 from $2. The upgrade comes since they believe: 1) the risk/reward from current levels is attractive, as they believe the stock already discounts the ongoing challenging business; 2) the looming threat of bankruptcy has been greatly reduced; and 3) merchandise improvements continue in the company’s spring product flows. To be clear, FBR is recommending shares of TLB to more speculative investors with a high tolerance for risk. They fully appreciate the ongoing issues with the company’s balance sheet but note the company has made tremendous progress in stabilizing its liquidity situation. Firm also points out that the company is in the process of selling the J. Jill division, which[More...]

What's In Store For Miners?

Wed, 20 May 2009 04:22:00 GMT

I've posted two charts to give investors an idea[More...]

Cramer: Guard Against Inflation With Gold

Thu, 30 Apr 2009 16:43:00 GMT

Jim Cramer for the last few months has been advising viewers to hedge themselves against the real possibility of a ramp up in inflation. In the past, I can recall him saying that a properly diversified portfolio should have as much as 20% allocated to gold and other precious metals. While, Cramer has a tendency for hyperbole, as you can see in the quote as he talks about “wheelbarrow currency”, there is still wisdom in hedging your portfolio somewhat against inflation. He had this to say prior to interviewing the CEO of Agnico-Eagle (AEM) [More...]

Bloomberg Derivatives

Tue, 14 Apr 2009 01:41:11 GMT

The day after Easter was thankfully quite, the rest of the week will heat up measurably. Some catchy headlines today are as follows Aso’s $153 Billion Boost to Japan Economy May Incur `Massive’ Future Cost-Not much in the stimulus to promote medium term growth. Worse, “The government needs to address its debt ’so the Japanese consumer feels comfortable that their pension system is viable. They will then start to unlock those savings,’” said Kirby Daley. The debt burden will be borne by a shrinking population that will be hard pressed to keep the economy growing fast enough in years to come, said [More...]

Friday - Gas Supply Slide Show + Gas Storage Review + Some Other Stuff …

Fri, 03 Apr 2009 14:44:00 GMT

The post that got too long. This one will be book marked for future reference on the natural gas link at left. Jobs Watch: Job losses of 663,000 being billed as not too terrible, no changes to February, but sharp downward revisions to January levels. See story here. In Today’s Post: Holdings Watch Commodity Watch Natural Gas Supply (...)[More...]

Cap Of 180MW Is Going To Ruin This One-Day Solar Party! - FBR

Fri, 27 Mar 2009 14:26:00 GMT

Friedman Billings Ramsey (FBR) is out with some comments regarding the Solar sector noting the stocks rallied by an average of 20% yesterday (with China-based names, such as STP and TSL, up 40%-plus, compared to a 2% strengthening of the S&P 500) following the news from the Chinese government that it will provide RMB20/watt in incentives for (most likely) ground-mounted solar PV installations. What the press release did NOT provide is any color on how such incentives will be implemented or whether there is a cap. After extensive checks with contacts in China, it is now clear to them that: 1) there is a cap of 180MW in CY09 (RMB20/watt, total incentives of RMB2.5B, of which 70% comes from the central government); 2) not even the people in the government (that they contacted) know the[More...]

Sales still jump on Cyber Monday

Tue, 01 Dec 2009 13:53:00 GMT

Dec. 1--The deals just kept on coming, and so did the customers, as retailers tried to keep holiday sales momentum going yesterday, known in the industry as Cyber Monday.
It might not be the biggest online shopping day of the year, but Cyber Monday is the bookend to Black Friday.
The bright spot offers hope after traditional retail sales came in just above flat for Black Friday, with shoppers packing stores but sticking to their lists, going for deep discounts and practical items.

: iStockAnalyst.com Symbols Feed

Semiconductors: Cycle stalls; Downgrading sector view - Merrill Lynch/BAM

5 C's Of Credit

Deutsche Bank’s Ackermann Forecasts Trouble Ahead

AeroVironment (AVAV) Earnings Good Enough; Some Bump in Guidance

Talbots (NYSE:TLB): Upgraded To Outperform At FBR Capital

What's In Store For Miners?

Cramer: Guard Against Inflation With Gold

Bloomberg Derivatives

Friday - Gas Supply Slide Show + Gas Storage Review + Some Other Stuff …

Cap Of 180MW Is Going To Ruin This One-Day Solar Party! - FBR

Sales still jump on Cyber Monday

How solid is Intel-AMD truce?

Intel, AMD agree to get along

Observers wary of 'truce' between Intel, AMD

Silicon Valley stocks: Palm, Nasdaq gain; SunPower sinks 18.5 percent

Oracle's top executives may be in Brussels for Thanksgiving

European panel invites Oracle, Sun to merger hearing

Silicon Valley Chip Companies May Face Drawn-Out Economic Recovery

Silicon Valley Chip Companies May Face Drawn-Out Economic Recovery

The Florida Times-Union, Jacksonville, Mark Basch Column: FIRST COAST TICKER: Nassau Bank Ordered to Improve Operations

Arlington Asset Investment Corp. Announces Shareholder Rights Plan and Reports Results of Annual Shareholders' Meeting

Arlington Asset Investment Corp. Announces Shareholder Rights Plan and Reports Results of Annual Shareholders' Meeting

Arlington Asset Investment Corp. Closes Sale of FBR Capital Markets Stock

Arlington Asset Investment Corp. Announces Sale of FBR Capital Markets Stock

Arlington Asset Investment Corp. Announces Sale of FBR Capital Markets Stock

Arlington Asset Investment Corp. Reports First Quarter 2009 Financial Results

Arlington Asset Investment Corp. Reports 2008 Financial Results

Friedman, Billings, Ramsey Group, Inc. Initiates Name Change

Friedman, Billings, Ramsey Group Receives Listing Standards Notice From the NYSE

Friedman, Billings, Ramsey Group Reports Third Quarter Financial Results

Form 4 FRIEDMAN BILLINGS RAMSEY For: Jun 01 Filed by: TIMMENY WALLACE L (10K)

Form 4 MICHAEL RALPH S III For: Jun 01 (10K)

Form 4 ALTOBELLO DANIEL JOSEPH For: Jun 01 (10K)

Form 4 FRIEDMAN BILLINGS RAMSEY For: Aug 28 Filed by: Burbank John Howard III (10K)

Form 4 FRIEDMAN BILLINGS RAMSEY For: Jun 05 Filed by: WALL JOHN T (10K)

Form 4 FRIEDMAN BILLINGS RAMSEY For: Jun 05 Filed by: TIMMENY WALLACE L (10K)

Form 4 FRIEDMAN BILLINGS RAMSEY For: Jun 05 Filed by: MICHAEL RALPH S III (10K)

Form 4 FRIEDMAN BILLINGS RAMSEY For: Jun 05 Filed by: LINDNER RUSSELL C (10K)

Form 4 FRIEDMAN BILLINGS RAMSEY For: Jun 05 Filed by: GALLAGHER PETER A (10K)

Form 4 FRIEDMAN BILLINGS RAMSEY For: Jun 09 Filed by: ALTOBELLO DANIEL JOSEPH (10K)