Saturday, November 30, 2013

Weekly Preview - Economic and Earnings Calender

Weekly Preview - Economic and Earnings Calender


Consesus Est -   Last Period

M   10:00   September Construction Spending         0.4%         0.6%
    10:00   November ISM Manufacturing             55.0         56.4
W   10:00   September New Home Sales              430,000      421,000
    10:00   October New Home Sales                435,000      NA
Th   8:30   Q3 GDP (p)                              3.1          2.8%
    10:00   October Factory Orders                 -1.0%         1.7%
F    8:30   November Nonfarm Payrolls             180,000      204,000
     8:30   November Unemployment Rate              7.2%         7.3%
     8:30   October Personal Income                 0.3%         0.5%
     8:30   October Consumption                     0.2%         0.2%
     9:55   December Michigan Sentiment            75.2         75.1
     3:00   October Consumer Credit               $13.9 bil    $13.7 b



Friday, November 29, 2013

$ONVO Down 10% pre market - Stocks To Watch

# [6:43:25 AM] Tim_KGM 11-29-13 S&P Futures up 3 at  $1807 off earlier alt highs at 18.1
# [6:43:56 AM] Tim_K $TGT Target Announces Strong Start to Black Friday Sale with Target.com Traffic Exceeding Previous Records
# [6:46:12 AM] Tim_K $TGT  $AAPL Target:iPpad Air, Large Screen TVs Among Biggest Sellers on Target.com
# [6:53:24 AM] Tim_K $AAPL Apple has secured nearly 76% of Japan smartphone sales in October, according to reports
# [7:01:59 AM] Tim_K $TSLA up  $2 in the opre market - rising back up on the daily - on the radar this am
 # [7:11:58 AM] Tim_K $RENN Renren --- Jefferies Downgraded to UNDERPERFORM (from Hold)
# [7:17:19 AM] Tim_K $JCP J.C. Penney to replace Aeropostale in S&P 400 as of 11/29 close Nov 29 at 05:55 - up .20c pre mkt
# [7:33:38 AM] Tim_K $ONVO down sharply .70c at 8.42
# [7:38:53 AM] Tim_K $YWTR in motion towards the upside
# [7:39:19 AM] Tim_K:  $TWTR in motion towards the upside
# [7:54:15 AM] Tim_K $DSS DSS Files Patent Lawsuit Against  $AAPL Appl
# [7:54:23 AM] Tim_K $DSS DSS Files Patent Lawsuit Against  $AAPL Appl
# [7:57:38 AM] Tim_K $INCY Incyte price target raised to  $65 from  $45 at Argus Nov 29 at 07:49
# [8:19:25 AM] Tim_K $CAMT trading at Wednesdays lows in sympathy w  $ONVO
# [8:26:21 AM] Tim_K $DSS on lows - filling after the  $AAPLK news Friday post market
# [8:56:00 AM] Tim_K $VJET on highs and filling - suspect to go green - Was down in sympathy w

# [8:56:20 AM] Tim_Kthe  $ONVO dilution -= Guard  $CAMT for minus to plus as well

Wednesday, November 27, 2013

Pre Market Movers & Stocks To Watch


# [7:06:16 AM] Tim_KGM 11-27-13 - Full day today - 1pm close Friday - SP Futures up 3.5 w fair value 1804

# [7:06:21 AM] Tim_K $INTC Intel downgrade details -- to Sector Perform at RBC Capital Mkts; tgt lowered to  $26
# [7:12:38 AM] Tim_K $AVAV AeroVironment price target raised to  $30 from  $26 at Benchmark Co.
# [7:13:42 AM] Tim_K $JAZZ Jazz Pharmaceuticals price target raised to  $159 from  $107 at Piper Jaffray
# [7:18:15 AM] Tim_K $CAMT on Monday in "Seeking Alpha" predicts that Camtek's share price could soar to  $23
# [7:21:53 AM] Tim_K $VNDA Vanda Pharma assumed with a Overweight at Piper Jaffray
# [7:22:35 AM] Tim_K $VNDA Vanda Pharma --- Piper Jaffray Resumed Coverage: OVERWEIGHT
# [7:23:20 AM] Tim_K $YELP Yelp defended at Wunderlich
# [8:15:25 AM] Tim_K $GPS Gap downgraded to Hold from Buy at Argus
# [8:16:35 AM] Tim_K $GPS has a big daily gap seen here on the daily>>> suspected to get filled
# [8:17:36 AM] Tim_K $HPQ  $GS HP's margin shortfall highlights secular concerns, says Goldman
# [8:20:18 AM] Tim_K $CAMT takeover uncertainty - highly volitile HOT sector
# [8:35:36 AM] Tim_K $ZLC FedEx price target raised to  $157 from  $120at Wunderlich
# [8:37:46 AM] Tim_K $YELP Yelp competitive concerns unwarranted, says Wunderlich
# [8:38:15 AM] Tim_K $YELP Facebook (FB) or Google (GOOG) could disrupt Yelp's (YELP) local advertising business are unwarranted

# [8:39:32 AM] Tim_K $TIF Tiffany & Co --- Telsey Advisory Group Reiterated NOT RATED - Price Target: 95 (from 

89)

Tuesday, November 26, 2013

Pre Market Movers - Stocks To Watch

http://timkcorp.com/jt


# [6:12:34 AM] Tim_K.GM 11-26-13  $ES_F S&P Futures off earlier highs down slightly
# [6:12:58 AM] Tim_K $WDAY Workday price target raised to  $77 from  $70 at JPMorgan Nov 26 at 05:53
# [6:22:14 AM] Tim_K $COH Coach price target raised to  $63 from  $58 at Citigroup Nov 26 at 06:19
# [6:34:12 AM] Tim_K $WDAY Coach price target raised to  $63 from  $58at Citigroup Nov 26 at 06:19
# [6:34:39 AM] Tim_K $WDAY Workday upgraded to Outperform from Neutral at RW Baird Nov 26 at 06:28
# [6:37:19 AM] Tim_K $WDAY Workday price target raised to  $92 from  $88 at Jefferies Nov 26 at 06:32
# [6:37:33 AM] Tim_K $WDAY is getting major upogrades
# [7:00:34 AM] Tim_K $ISIS Isis Pharmaceuticals Initiates Phase 1 Study of ISIS-GSK3 Rx and Earns  $3 Million Milestone Payment From GSK
# [7:01:19 AM] Tim_K $TIF Beats Tiffany & Co 3Q EPS 73c >TIF
# [7:01:50 AM] Tim_K $TIF Tiffany & Co 3Q Sales  $911.5M >TIF Nov 26 at 07:00 vs 889 BOOST Forecast
# [7:09:37 AM] Tim_K $TIF Up  $5 in the Pre Market Engulfing on the longer term weekly shown here - suspect higher >>>
# [7:12:25 AM] Tim_K $WDAY I like long here - looks to be up  $10$15
# [7:15:34 AM] Tim_K $ES_F S&P Futures lifting off earlier lows - going green here now -  $1800 -  $k upprt seems to be in for the week
# [7:19:06 AM] Tim_K $JASO JA Solar Raises 2013 Total Cell and Module Shipments View to 1.9GW-1.95GW
# [7:22:53 AM] Tim_K $JASO lower after it beats by  $0.08, beats on revs; raises FY13 shipment guidance (
# [7:35:19 AM] Tim_K $ONVO Bid thru Thursdays highs - Suspect to spit  $10 - Long target 1  $10.5

# [7:53:41 AM] Tim_K $CAMT solid pre market volume and trend- shifting on thw 15 here
# [8:06:15 AM] Tim_K $GILD Gilead price target raised to  $80 from  $40 at Jefferies Nov 26 at 07:53

# [8:07:30 AM] Tim_K $QIHU Qihoo 360 price target raised to  $118 from  $90 at Macquarie Nov 26 at 07:56

Monday, November 25, 2013

Pre Market Movers - Note-able Calls This AM

# [6:03:47 AM] Tim_KGM 11-25-13 -  $ES_F S&P Futurues up 5 at  $1806
# [6:03:59 AM] Tim_K $BRCD Brocade --- ISI Group Downgraded to NEUTRAL (from Buy) - Price Target: 9
# [6:12:20 AM] Tim_K $YHOO Katie Couric to to leave @NBC to become  $YHOO Global News Anchor
# [6:16:21 AM] Tim_K $AA Alcoa upgraded to Buy from Neutral at Goldman Nov 25 at 06:15
# [6:18:58 AM] Tim_KNov 25 at 06:15 Price target raised to  $11 from  $8.
# [6:21:58 AM] Tim_K $SDRL Seadrill Ltd misses by  $0.03, beats on revs; raises quarterly div by  $0.04 to  $0.95 per share (Stock Price: 45.24)
# [6:30:28 AM] Tim_K $CAT Caterpillar --- BofA/Merrill Upgraded to BUY (from Neutral)
# [6:54:01 AM] Tim_K $AA Solid U/G from  $GS this AM
# [7:01:57 AM] Tim_K $SCHN SCHN: Downgraded - JAGNote by Jefferies & Company, Inc.
# [7:03:14 AM] Tim_KJBLU: Downgraded - JAGNote by Raymond James & Associates Inc. Nov 25 at 07:00 Profile hits: QU2 JBLU: Downgraded - The firm lowered shares from Market Perform to Underperform.
# [7:09:05 AM] Tim_K $OREX up 315 Pre Market on decent volume
# [7:12:30 AM] Tim_KOrexigen announces successful interim analysis of contrave light study
# [7:31:12 AM] Tim_K $YHOO gaining pre market on the Couric Headline
# [7:49:44 AM] Tim_K $NVDA Nvidia to Offer  $1.3 Billion of Convertible Notes to Fund Buybacks, Dividends
# [8:03:33 AM] Tim_K $CASM CASMED Receives China FDA Approval For FORE-SIGHT(R) Cerebral Oximeter

# [8:07:01 AM] Tim_K $DVAX Dynavax Technologies upgraded to Buy at MLV & Co; tgt raised to  $5; clear progress with Heplisav undervalued

Sunday, November 24, 2013

Coming Earnings - Holiday Shortened Week Ahead



REVIEW & PREVIEW -- Barron's -2-
Nov 23 at 00:10

      -- The deadline for Brazil's Vale to decide whether to adhere to a
tax-amnesty that would reduce some of its as much as $17 billion in tax
exposure.
      Saturday 30
      -- For those who aren't shopped out, it's "Small Business Saturday," a day
sponsored by American Express, that encourages consumers to support small local
businesses.


Master the Markets with Juggernaut Edu 
Click Here For A Free Class Recording

http://timkcorp.com/jt

                 

Saturday, November 16, 2013

S&P 500 Could Be at 2,000 Sooner Than You Think - Earnings Calender

Photo    Photo

 S&P 500 Could Be at 2,000 Sooner Than You Think
                   
Craig Johnson of Piper Jaffray has some bad news for the bears. The technical analyst says the S&P 500 is going to hit his long-time target of 2,000 and it's going to happen sooner than most people think.
 http://timkcorp.com/jt

Craig Johnson of Piper Jaffray has some bad news for the bears. In the attached clip the technical analyst says the S&P 500 (^GSPC) is going to hit his long-time target of 2,000 and it's going to happen sooner than most people think.
Johnson is well aware of the fact that a lot of the "smart money" is going to take the

$JPM in motion late Friday post market on wrist slap settlement headlines

NYTimes: For JPMorgan, $4.5 Billion to Settle Mortgage Claims http://nyti.ms/1btpFDI

$FB Facebook: Guarding price action Monday AM

NYTimes: Facebook Reasserts Posts Can Be Used to Advertise http://nyti.ms/1bKYAxA

Monday, November 4, 2013

$TSLA Reports - $TWTR IPO - Weekly Review/Preview

REVIEW & PREVIEW -- Barron's -2-
Nov 2 at 00:09
Profile hits: NONE

      -- The University of Michigan releases its preliminary sentiment index for
November.
      Saturday 9
      -- The Chinese Communist Party begins its third plenary session.

                    Coming Earnings

 Day                    Quarter  Consensus   Year   Ticker
                                  Estimate    Ago
M
Anadarko Petroleum        3Q       $1.16    $0.84    APC
Kellogg                   3Q        0.89     0.82    K
Pioneer Nat Rsc           3Q        1.35     0.82    PXD
Spectra Energy            3Q        0.33     0.27    SE
CME Grp                   3Q        0.73     0.70    CME
Sysco                     1Q        0.48     0.49    SYY
Marathon Oil              3Q        0.77     0.65    MRO