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08 июня 2011, 18:17

What Should Apple and Google Do About the AT&T Merger?

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Investment Underground submits:In the latest chapter of the telecom merger saga between AT&T (T) and Deutsche Telecom's T-Mobile (DTEGY.PK), a host of giant tech companies and venture capital firms sent letters to the FCC. From its website and public relations mouthpieces, Microsoft (MSFT) appears to have spear-headed the effort and enlisted the likes of Avaya, Brocade (BRCD), Blackberry-maker Research in Motion (RIMM), software giant Oracle (ORCL), CDMA technology juggernaut QUALCOMM (QCOM), Facebook, and even search engine competitor Yahoo! (YHOO).The thrust of the argument is that the national network needs bandwidth for all of the new applications and services coming to wireless consumers' smartphones. AT&T is relatively new to the 4G playing field and can tap substantial bandwidth through the T-Mobile network to support the mushrooming number of applications. In this way, wireless consumers will actually be able to use the services available to them. Additionally, market penetration will increase and allowComplete Story »

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08 июня 2011, 16:52

Bearish Market Signals Abound

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Pater Tenebrarum submits:The S&P 500 (SPY) Index has now broken below the first line of lateral support we recently discussed. This means the way is now open for a test of the next support zone between the March 2011, low and the November 2010 high. The stock market appears short term 'oversold', but even if it were to bounce (perhaps after testing the next level of support), we continue to think it is in the process of building a medium to longer term top. Eventually, this should bring on 'QE3,' but that is a bridge we'll cross when we get there. For the moment, the political headwinds and the dissent within the Fed continue to mitigate against a swift implementation of another monetary pumping exercise, hence the market will have to live without 'stimulus' for a while - (click charts to expand). The S&P 500 Index – after a large bearish divergenceComplete Story »

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08 июня 2011, 16:45

Bernanke's Excuses Portend a Huge Stock Market Rally, Even for Large Cap Stocks

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Marc Courtenay submits:Tuesday's speech by Fed Chairman Bernanke was, if nothing else, a supposed disappointment to the stock market in the U.S., and caused an earlier relief rally to sour like unrefrigerated milk.Bernanke made no mention of any new steps the Fed might take to boost the economy. Why would he make such comments right now? The pundits on CNBC and Bloomberg TV aren't scared enough, and neither are the politicians in Washington or the average tax payer. The Fed's $600 billion Treasury bond-buying program is ending this month. The program was intended to keep interest rates low to strengthen the economy. The Fed chairman said the economy still needs the benefit of low interest rates. The Fed is scheduled to meet in two weeks and nobody who can fog a mirror thinks that the Fed won't keep those rates at record lows.So here's the plan. Let more bad newsComplete Story »

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08 июня 2011, 15:36

4 Big Buys and 2 Big Sells by John Paulson

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Osman Gulseven submits: The hedge fund king John Paulson is the owner of the company Paulson& Co., which has more than $32 billion of assets under its management. His firm made $15 billion in 2007 alone. He is #39 on Forbes' world's wealthiest billionaires. Paulson& Co was ranked #4 in Institutional Investor's Hedge Fund 100 list. Paulson's portfolio mainly includes financials [45.27%], basic materials [16.46%], energy [11.72%], and services [10.17%]. Here is a brief analysis of his latest two big sells and four big buys picks (data from Finviz and is current as of June 7 close): Big Sells Pfizer ( PFE ): The biopharmaceutical titan entered into a commercialization and development agreement with Clovis recently. As of June 7, Pfizer had a market capital of $163.87 billion, P/E ratio of 19.75, and forward P/E ratio of 9.14. The company did not do well during the last five years in terms of EPS growth. HoweverComplete Story »

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08 июня 2011, 15:30

Cloud Peak Energy Could Get Bought Out By Year's End

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Investment Underground submits: On the heels of Alpha (ANR) bidding for Massey (MEE), Cloud Peak Energy (CLD) looks ripe for a buyout. We think shares could fetch $30 apiece and, independent of a buy-out, CLD's earnings multiple has plenty of room to expand. Cloud Peak generated $1.37 billion in revenues in 2010, which was a decrease of 1.96%, after rising 12.78% in 2009. The EBT margins in 2010 and 2009 were 15.46% and 18.2%, respectively. The respective ROEs were 8.6% and 150.9%. The 30-day put/call ratio is 0.5. Cloud Peak Energy is the third-largest U.S. coal producer and the only pure-play Powder River Basin coal company. Cloudpeak is led by president and CEO, Colin Marshall. Before his appointment as head of Cloud Peak Energy, Mr. Marshall was president and CEO of Rio Tinto Energy America (RTP) prior to the company’s public offering as Cloud Peak Energy. Preceding RTEA, Mr. Marshall was the generalComplete Story »

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07 июня 2011, 21:55

One Way to Play Sirius XM's Recent Dip

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Rocco Pendola submits:Shares of Sirius XM (SIRI) have dipped over the last several weeks. Even in my recent bullishness, the stock's current levels surprise me little. Here's what I wrote back on May 18: SIRI closed at $2.14 on Tuesday. It would not surprise me to see the stock range in the $2-teens over the near-term before running a bit ahead of its Q2 2011 earnings report where CEO Mel Karmazin should tell us quite a bit more about SatRad 2.0 and expansion plans to serve the Latino market. We already know that Sirius XM will not raise its subscription rates until the new year. It's obvious even to the most casual observer that the settlement will likely result in a net gain subscriber- and revenue-wise, quite possibly a considerable one. According to Yahoo Finance, Sirius will report Q2-2011 earnings on August 1. I expect Mel Karmazin to turn in another incredibleComplete Story »

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07 июня 2011, 20:07

Jim Cramer Is Really Bullish About These Stocks

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Insider Monkey submits: Jim Cramer is one of the top watched TV personalities on CNBC. He is the host of Mad Money and also the co-founder and chairman of TheStreet.com. Nearly two hundred fifty thousand people watch his show daily on TV and most of these are ordinary investors trying to understand what’s going on in the market. Jim Cramer’s bullish and bearish stock picks on his show is the starting point for many investments made by these folks. Cramer makes several bullish calls in his show but he only buys a small proportion of these stocks for his charitable trust. Here are the stocks Jim Cramer is extremely bullish about: Stock No of Hedge Funds Value (x1000) Apple Inc. (AAPL) 85 7,316,905 Bank of America (BAC) 67 5,578,935 General Motors (GM) 54 1,567,579 Oracle Corp. (ORCL) 49 2,174,740 WellPoint, Inc. (WLP) 49 2,942,458 Viacom, Inc. (VIA.B) 46 3,441,414 Apache Corp. (APA) 41Complete Story »

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07 июня 2011, 19:11

Apple's Valuation: The One Article Every Investor Should Read

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Andy Zaky submits:This will be one of the most important articles I'll ever write on Apple's (AAPL) valuation, and it's the one piece that every individual investor should read. There seems to be a tremendous amount of confusion among market participants as to which valuation metrics actually matter in assessing the present and future value of stock prices in general and Apple's in particular. I hope this article will help correct a lot of these very critical mistakes that many individual investors tend to make when attempting to forecast Apple's future value. This applies to nearly all tech stocks. I'll come right out from the get-go and say that the vast majority of mistakes made by investors stems largely from their unwavering stubbornness to use non-ubiquitous valuation metrics in order to justify some theoretical or abstract future value that the broader market simply does not accept. I have repeatedly stated that theComplete Story »

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07 июня 2011, 17:57

Top 10 Most Traded Stocks for Monday and Why

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Cameron Kaine submits: Company Ticker Percentage Shares Traded Current Price Sirius XM Radio SIRI Fell 2.1% 97,860,400 $2.13 Cisco Systems CSCO Fell 0.1% 57,389,700 $15.99 Huntington Bankshares HBAN Fell 1.9% 21,691,100 $6.06 Intel Corp. INTC Rose 0.5% 48,541,900 $21.83 Microsoft Corp MSFT Rose .4% 50,070,800 $24.01 Level 3 Communication LVLT Fell 1.3% 20,048,700 $2.20 Micron Technology MU Fell 1.3% 47,793,800 $9.01 Oracle Corp ORCL Fell .4% 21,307,800 $32.19 Research In Motion RIMM Fell 0.2% 28,622,200 $38.91 Dell Inc DELL Rose 2% 41,741,300 $15.91 Sirius XM Radio announced Monday that it will launch Live from UCB Theatre, the exclusive hour-long weekly show featuring sketch comedy, stand up and improv performances recorded live at the UCB Theatre, on Raw Dog Comedy, channel 99. Live from UCB Theatre will launch on Saturday, June 11, at 11:00 pm ET and will air on Saturday nights at 11:00 pm ET with a special encore on Mondays at 7:00Complete Story »

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07 июня 2011, 12:46

Apple Gives New Meaning to Cloud Computing

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Calafia Beach Pundit submits: I've been an Apple (AAPL) fan and user since 1987; I've owned probably a dozen Macs over the years, and today, between my wife and I, we have two iMacs, one MacBook Pro, two iPhones, one iPad, and two Airport Extremes. I've subscribed to Apple's MobileMe service for several years, and during that time we have finally consolidated our Address Book and Calendars—whereas before I tried to keep contacts and calendars up to date on my computer while she relied on a paper calendar and a phonebook list, and our information inevitably became hopelessly jumbled and out of synch. Thanks to MobileMe, which (used to) cost $100/yr (but is now free), all of our Apple devices now display the same up-to-date contact and calendar info. We can make a change on any of our devices and the change shows up on all the others within minutes or even seconds. AllComplete Story »

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07 июня 2011, 12:17

3 Big Sell-Offs and 2 New Picks by Larry Robins

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Osman Gulseven submits: Larry Robbins is the successful fund manager of Glenview Capital. New York-based Glenview Capital has $6.66 billion of assets under management, up by $600 million from the previous quarter. Healthcare and discretionary consumer stocks constitute 58% of the company's portfolio. In the last quarter, Robbins added 17 new positions and sold out 16 positions. Here, is a brief analysis of his latest 3 big sell-offs and 2 new positions (data from finviz, and current as of June 3rd's close): Sell-Offs Pitney Bowes Inc (PBI) provides consumer goods and business equipment. As of June 3rd's close, the company's market cap was $4.74 billion, P/E ratio was 15.44, while the forward ratio rate falls to 10.33. Profit margin is 6.20%, and operating margin is 9.42%. In the last 6 months insiders increased their holdings by 15.42%. In the past 5 yearsComplete Story »

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07 июня 2011, 11:04

Is Level 3 Communications Finally 'Breaking Away'?

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David Klein submits: Anyone familiar with Level 3's (LVLT) history may recognize the term "Breaking Away". It was the theme for the 2000 annual report.The term was used by Walter Scott and James Crowe in a letter to the stockholders at a time the industry was enveloped in turmoil. The following was taken from a special addition to the 2000 annual report, not included in the SEC internet filings. We believe more strongly today than ever that we are at the threshold of one of the great opportunities in business... We recognize that we continue to face market challenges and that we may stumble, from time to time, along the way... We also recognize that we are not going to see the immediate and complete elimination of the inertia and influence of a century of monopoly and central planning in communications... It will take a bit of time, but we believeComplete Story »