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US Market Key Risers and Fallers

Wed, 04 Nov 2009 20:13:33 GMT

US Market Key Risers and Fallers for Tuesday 3rd November S&P 500 - Risers Black Decker Corp. (BDK) $62.00 +30.97% Burlingtn N Sante Fe (BNI) $97.00 +27.51% American International Group Inc. (AIG) $39.22 +14.31% Stanley Works The (SWK) $49.69 +10.06% GANNETT CO INC (GCI) $10.54 +7.99% Union Pacific Corp. (UNP) $59.41 +7.90% S&P 500 - Fallers Novellus Systems Inc. (NVLS) $19.65 -5.42% Vulcan Materials Co (VMC) $45.06 -4.37% Kla-Tencor Corp. ! (KLAC) $31.51 -4.10% Sandisk Corp. (SNDK) $20.04 -3.95% Applied Materials Inc. (AMAT) $11.89 -3.31% Rockwell Collins Inc. (COL) $49.24 -3.03% Dow Jones I.A - Risers Caterpillar Inc. (CAT) $56.46 +1.75% Alcoa Inc.[More...]

Monday Morning Commentary : Something For Everyone

Tue, 08 Sep 2009 13:07:58 GMT

If you did up the Labor Day weekend right, Friday probably seems like a distant memory. So, in light of the fact that Friday offered us the Big Kahuna of economic reports, which seemed to provide something for everyone, we should probably take a moment to review the details.[More...]

Intel (Nasdaq: INTC) Stokes The Bulls

Wed, 15 Jul 2009 15:55:23 GMT

Well, it was nice while it lasted - as we predicted, after a 3-4 week hiatus the days of premarket surges and swoons has returned; for most of 2009 (ex Jan/Feb) its been surges. In fact, I wish someone who had the data would let us know how much of the monster rally off March 6th lows was in premarket hours. Today's happiness is due to Intel (INTC) which relative to expectations was a nice quarter. While revenue shrunk quite a bit from last year, they soundly beat expectations. I can't remember the last time Intel was a stock which moved the market this strongly - I'm having flashbacks to 1998. Business was strong (where else?) in Asia, especially (where else?) China; and even the U.S. consumer business was good. (not sure why) Europe was a disaster and enterprise spending (businesses) not so great, but the Asian influence and US consumer stood out. Margins were splendid. [More...]

Novellus (NVLS) and CSX (CSX) Earnings Reports

Tue, 14 Jul 2009 17:16:23 GMT

We won't have time to do much of this in the coming weeks since there is an avalanche of reports to review, but yesterday was a light day of earnings so I am going to lay out some of the things I review on my own time, on the blog. As long time readers will know, I ignore almost all the government reports because they are so flawed; the only reason we are forced to pay attention is because the lemmings of the stock market react to them as gospel. For example just last week we had all the retailers report - yet today we ignore everything they say and clutch to a government report on retail sales. A report that showed better than 'expected' mostly because... gasoline prices were higher. (i.e. consumers had to spend more because gas prices were up - green shoots) Exactly the same justification for a "good" government retail report a month ago. Why waste the time - companies[More...]

Watching The Grass Grow

Wed, 10 Jun 2009 14:16:00 GMT

I haven't had to much to post during the past few days. With the market range-bound and seemingly tired, yet unwilling to selloff, few charts seem truly inspiring either long or short. In my account, I continue to hold many of the same short positions I've had for several weeks, focused on insurers, some financial stocks, retailers, etc. I've had mixed results on the shorts, but will continue to hold since I think we'll trade lower than the current level at some point reasonably soon. Looking the other direction, I am holding high cash levels, with long positions primarily in commodity areas and semiconductor stocks. Here's a look at some current holdings in the trading account: Long: ZEUS, NFG, EGO, NVLS, KLAC, NGD, OCNF, DRYS, CRTX, XING Short: OFG, FDML, PRSC, DTG, AFL, BXP, AET, CTAS, AZO The retirement account has a larger number of holdings, including some that I am giving a longer leash (for[More...]

Bullish For Tuesday

Tue, 02 Jun 2009 04:11:02 GMT

We had a lot of breakouts today, and the market looks ready for another leg higher. Of the major index charts, QQQQ stands out as perhaps the most bullish: Of course, that point could be argued, since a wide range of sectors show clearly bullish patterns. Given that many charts are extended, I went looking for the best potential sectors for tomorrow. The semiconductors look quite[More...]

Market Report For Friday: Apr 17, 2009

Fri, 17 Apr 2009 13:00:45 GMT

(7:11am ET) There was plenty of economic data released in the US during the day; however the equity market sidetracked until 2pm ET, when with prices at modest losing levels on the week until that point, suddenly, and for no discernable reason, there was a rally that left the indexes with small gains through Thursday. Perhaps traders were anticipating a positive quarterly report from Google (GOOG +2.4% on +151% of average daily trading volume)? After the close, the company did not disappoint, beating both revenue and EPS estimates. The company posted net income of $1.42 billion ($5.16/share), up +8% from the $1.31 billion ($4.84/share) recorded during the same period a year ago. Revenue for 1Q2009 increased +10% to $4.07 billion, from $3.7 billion, excluding traffic acquisition costs. On average, analysts had expected earnings per share of $4.93 and revenue of $4.08 billion, according to Yahoo Finance. For the first[More...]

Daily Report For Thursday, Apr 16, 2009

Thu, 16 Apr 2009 13:36:24 GMT

(8:25am ET) The main focus of traders today will be the 1Q2009 earnings report from JP Morgan (JPM), and the close scrutiny of the data and hype that will follow. After hitting a low of $14.93 in early March, JPM has rallied +118.1% to yesterday’s close of $32.56. There was a high of $34.15 on Tuesday. http://tinyurl.com/da6dcv JP Morgan reported Q1 net income of $2.14 billion, or $0.40/share, down -10% from a year earlier, but beat analysts' expectations. Revenue increased +48% to $25.03 billion. WSJ reported that CEO Jamie Dimon said the firm extended about $150 billion in new credit to consumer and corporate customers during the quarter. With a last hour rally spurred by the real estate investment trusts (REITS) ($DJR +8.7%) and Banks ($BKX +5.1%) in the Financial sector (XLF +4.8%), the US equity[More...]

Daily Report For Tuesday, Apr 14, 2009

Tue, 14 Apr 2009 14:18:59 GMT

(9:30am ET) Stocks in NY sank at the open following various negative reports from TV talking heads, though trade volume was weak on the Easter Monday. After the close, Goldman Sachs surprised with unusually positive revenue and earnings. Today, President Obama will be making a speech on the state of the economy. Traders are confused. Yesterday was pretty much a lost day in the market. Very little of consequence happened. By the close, the DJIA’s small loss (-25.57 -0.32% to 8057.81) offset the small gain in the S&P (+2.17 +0.25% to 858.73), while the NASDAQ (+0.77 +0.05% to 1653.31) was flat. The Toronto Composite (+98.50 +1.07% to 9285.6) and the Toronto Venture Board (+11.89 +1.23% to 980.86) were stronger as the metal miners and goldminers enjoyed a good day. Except for Japan’s Nikkei 225 index (-0.92% to 8842.7), prices today were strong in the major international equity markets: Australia (+2.22% to[More...]

Daily Report For Tuesday: Apr 7, 2009

Tue, 07 Apr 2009 13:31:58 GMT

(8:05am ET) Stocks closed Monday's session in NY lower on a lightly-traded day, but much higher Week over Week. Through Friday, the major market indexes saw their largest four-week gains in seventy-six years. Now the market is preparing for 1Q2009 earnings season, which gets underway today with Alcoa (AA). On Monday, the DJIA (-41.74 -0.52% to 7975.85), S&P (-7.02 -0.83% to 835.48), and NASDAQ (-15.16 -0.93% to 1606.71) could not make headway against concerns the major banks may be preparing to release negative quarterly reports. The Toronto Composite (-49.59 -0.55% to 9016.17), and Venture Board (-12.42 -1.27% to 963.17) were also down on the day, but higher Week over Week. In international equity markets today, the closing prices showed losses except for Shanghai China (+0.80% to 2439.2): Australia -1.30% to 3648.5; Hong Kong -0.46% to 14929.0; India -1.80% to 10534.9; and Japan -0.28% to 8832.9. At 7:30am ET,[More...]

The Business Diary

Mon, 19 Oct 2009 05:50:00 GMT

Tomorrow the National Treasure Management Agency will embark on another fundraising mission with the aim of raising up to [euro]1 billion by auctioning Government bonds.
Results: Apple; Boston Scientific; First Derivatives; Hasbro.
Meeting: Barratt Developments egm; Redrow egm; Social Entrepreneurs Ireland awards presented by President Mary McAleese.

: iStockAnalyst.com Symbols Feed

US Market Key Risers and Fallers

Monday Morning Commentary : Something For Everyone

Intel (Nasdaq: INTC) Stokes The Bulls

Novellus (NVLS) and CSX (CSX) Earnings Reports

Watching The Grass Grow

Bullish For Tuesday

Market Report For Friday: Apr 17, 2009

Daily Report For Thursday, Apr 16, 2009

Daily Report For Tuesday, Apr 14, 2009

Daily Report For Tuesday: Apr 7, 2009

The Business Diary

Credit Suisse analyst upgrades shares of Novellus

Novellus Consolidates Manufacturing in Tualatin -- for Now

Business This Week - Apr 20 2009 1:57AM

Novellus CEO 2008 compensation falls 78 percent

Chip Sales Forecast: Down This Year, and Getting Worse

Fremont's Solyndra Goes From Stealth to Solar Star

Solar Power: Valley Tech Giants Seek Their Place in the Sun

Movers: Fannie Mae, Freddie Mac, Wachovia, Lehman, J&J, Genentech

AOL Advertising and Netezza to Present on Analytics at Ad:Tech

Novellus Announces Availability of the Webcast of Its Presentation at Citi's 16th Annual Global Technology Conference

Novellus Announces Availability and Timing of Mid-Quarter Update Conference Call Webcast for Third Quarter 2009

Novellus Systems Reports Second Quarter Results

Novellus' Advanced Copper Seed Technology Extends PVD Interconnect to Sub-2xnm Node

Novellus Systems and UAlbany NanoCollege Launch $20 Million Nanoelectronics R&D Partnership

Novellus Announces Availability and Timing of Second Quarter 2009 Earnings and Analyst and Press Event at Semicon West

Novellus Rated a Top Semiconductor Equipment Supplier by VLSI Research

Novellus' Peter Wolters Division Develops 22nm Double-Sided Silicon Wafer Polish Process

Novellus' Ultra Low Dielectric Constant Materials Enable 32nm Device Integration

Form 4 LITSTER J DAVID For: Oct 26 (10K)

Form 4 BENZING JEFFREY For: Oct 14 (10K)

Form 4 CHEN FUSEN ERNIE For: Oct 04 (10K)

Form 4 BENZING JEFFREY For: Sep 14 (10K)

Form 4 NOVELLUS SYSTEMS INC For: Sep 11 Filed by: POSSLEY GLEN (10K)

Form 4 BENZING JEFFREY For: Aug 14 (10K)

Form 4 BENZING JEFFREY For: Jul 14 (10K)

Form 4 BENZING JEFFREY For: Jun 14 (10K)

Form 4 ARCHER TIMOTHY For: Jun 11 (10K)

Form 4 LORD PATRICK J For: Jun 02 (10K)