Sunday, April 10, 2016

Weekend Highlights - Stocks we will be watching on the desk Monday

Disney shares remain attractive, Barron's says $DIS
Newmont Mining investors should take profits, Barron's says $NEM
Micron unlikely to improve in near term, Barron's says $MU
LPL Financial may face headwinds from fiduciary rule, Barron's $LPLA $SCHW $AMTD $BLK
Baker Hughes, Halliburton in no-win positions, Barron's says $HAL
World Wrestling Entertainment growth rate questionable, Barron's says $WWEOwens-Illinois shares could rise 25% or more, Barron's says  $OI
Apple shares could return 40% in a year, Barron's says  $AAPL
Seagate shares could return 20% in a year, Barron's says $STX
Toll Brothers shares have 40% upside, Barron's says $TOL
Valeant Dysfunctional NYT's says $VRX

Thursday, January 28, 2016

Facebook CRUSHES earnings exp - Today's Upgrades - Levels to Watch

Currently Trading through last nights highs of $107.23 at $109.3 - Creeping ALL TIME HIGHS of $110.65 - Suspect traders sell $AAPL  to buy $FB 

1. Facebook --- RBC Capital Mkts Reiterated OUTPERFORM - Price Target: 160 (from 130)
2. Analyst Actions: Facebook Price Target Raised to $130 at FBR Capital, Reiterated Outperform
3. Facebook price target raised to $145 from $125 at Deutsche Bank
4. Facebook price target raised to $136 from $127 at JPMorgan
5. Facebook price target raised to $170 from $155 at Piper Jaffray
6. Axiom Research increases tgt to $145 from $126. Firm says to buy the stock and hold for the 
longer term
7. Pivotal Research  Tgt is raised to $136 from $134
8. Facebook target raised to $145 from $125 at Deutsche Bank following results (Stock Price: 94.45)
9.Facebook price target raised to $130 from $120 at Stifel
10. Facebook price target raised to $145 from $135 at Jefferies

Disclosure: Short $AAPL Long $FB

Monday, January 25, 2016

Chipotle remains overvalued, could drop 20%, Barron's says

Despite their recent declines, Chipotle shares remain pricey and could drop another 20% on any future health scares, Barron's contends in its 'Follow Up' column, noting that more bad news "seems likely" for the restaurant group.

Friday saw a first solid day down since the retracement off the $400 level - Watching the stock closely this week as its due to report earnings on February 2nd.


Saturday, October 31, 2015

Watch Out Intel, Here Comes Facebook - Barron's

Big Web operators like Facebook and Google are demanding radically different chip designs. One big beneficiary in the development of a “cloud chip” could be Micron Technology.

Saturday, September 12, 2015

Alibaba: Why It Could Fall 50% Further - Barron's

The Chinese Internet giant’s stock has been plunging amid an array of problems. Expect more trouble ahead.

It has been a wild ride for investors in Alibaba Group Holding.
After the largest-ever initial public offering of stock, a year ago this week, shares of the Chinese Internet giant surged 75% in their first two months—only to begin a long spiral downward. They fell all the way to the initial price of $68 and then some, recently trading at about $64. The descent probably isn’t over. Alibaba’s shares could fall much further as China’s...

$BABA $YHOO +Barron's 

Wednesday, August 5, 2015

Friday, July 17, 2015

Today's NYSE featured IPO - OOMA

Great day to ho public with the NASDAQ, Netflix, Facebook & Google Trading at fresh all time high's

Friday, July 10, 2015