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10/26/2006 12:15:00 AM
| 1190 reads
Upgrades & DowngradesComcast "buy" target price raisedAnalystsat Deutsche Bank Securities maintain their "buy" rating on ComcastCorporation (CMCSA). The target price has been raised from $40 to $47.Ina research note published yesterday, the a...
10/26/2006 12:15:00 AM
| 1123 reads
The Fed policy statement is below (bold face added), not much changefrom September as the intermediate term outlook remains unclear anddependent on incoming growth and inflation data."Economicgrowth has slowed over the course of the year, partly ...
10/26/2006 12:14:00 AM
| 1112 reads
Express Scripts reported accelerating earnings growth whilegeneric penetration jumped 200 basis points. This was completelyignored as the coming changes to the AWP (A national average of list prices charged by wholesalers to pharmacies.) benchmark...
10/26/2006 12:14:00 AM
| 1058 reads
Nike (NKE)Nikehas surpassed its industry as well as the consumer discretionary sectorin terms of ROIC. NKE has sustained a 19% or greater return for each ofthe past four years, which is very good.I see asignificant opportunity for Nike to penetrat...
10/23/2006 3:48:00 AM
| 1035 reads
Before I go on I'd like to make something clear- I do not consider myself a Fashion Guru or anything of that sort.One of the only reasons I'm writing this is some of readers go touniversities; Columbia, Dartmouth, Boston, Iowa, UMass, York etc (th...
10/23/2006 3:48:00 AM
| 920 reads
So this morning I'm going through my Gmail & I see a PR about astock picking super computer. My first thought was, "great! just whatthe world needed, another 'me-too' stock picking model," upon furtherresearch it seems a little interesting. Th...
10/23/2006 3:47:00 AM
| 874 reads
As you know- My approach is a bottom-up view with a top-down macro perspective.It would be prudent to remain in large-cap stocks, as they have beenoutperforming. I believe the Materials, Capital Goods, andTransportation groups should be avoided i...
10/23/2006 3:47:00 AM
| 933 reads
I'd like to bring to your attention Rayoneir REIT (RYN).Rayonier owns 1.6 million acres of timberland in the southeastern USworth approximately $6 billion. Rayonier also owns roughly 4K acres inthe Pacific Northwest, which at $2,000 an acre would ...
10/18/2006 9:17:00 AM
| 1047 reads
According to Warren, "that's where the cash is. Utilities havebeen cash generators for years, but unloved by the market in the wakeof the Enron fiasco and industry consolidation," said Wasik, whodoesn't pick stocks but can talk about industry hist...
10/18/2006 9:17:00 AM
| 807 reads
"Are We Too Late?"Withthe recent rallies investors have been asking themselves “Are we toolate?” As usual, I’ll report my findings and you can choose your side.WallStreet analysts have been constantly increasing S&P FY 07 estimatesever since t...