Tuesday, December 10, 2013

MasterCard Splits Shares, Bucking the Trend -- WSJ Blog Full Story

MasterCard Splits Shares, Bucking the Trend -- WSJ Blog
Dec 10 at 17:11
Profile hits: NONE

      (This story was published by The Wall Street Journal Online's MoneyBeat
blog at http://blogs.wsj.com/moneybeat/)
      By Paul Vigna
      Stocks splits may be mostly dead, but mostly dead is partially alive.
      MasterCard announced a 10-for-1 stock split after the closing bell on
Tuesday, as well as a dividend boost and a $3.5 billion buyback program.
Shares were up modestly in late trading on the news.
      It's not hard to see why the company wanted to split the shares: At
Tuesday's closing price of $778.88, shares were getting into that heady range
in which few companies tread. The stock, in fact, has been on a nearly vertical
ascent since its 2006 IPO, and is up roughly 60% this year alone.


Facebook & Groupon: Morgan Stanley Full Story Mentioned by Barron's & CNBC

Groupon: Morgan Stanley Likes Technology
Renovation in Web site, Email, Mobile -- Barron's Blog
Dec 10 at 13:09
Profile hits: QU3

      (This story was published by Barrons Online's Tech Trader Daily blog at
http:/ /blogs.barrons.com/techtraderdaily/)
      By Tiernan Ray
      Morgan Stanley's Scott Devitt today pounds the table in favor of shares of
Internet daily deals purveyor Groupon ( GRPN), reiterating an Overweight rating
and a $15 price target -- mind you, with a target time frame of 2015 --
writing that his meeting with management gives him confidence the company is "on
the path to become a unique mobile commerce marketplace at scale."
      Groupon shares today are up 51 cents, or 5.3%, at $10.13.
      Devitt writes that Lefkofsky explained in their meeting a number of
initiatives the company has underway that Lefkofsky thinks investors don't fully
appreciate.
      Those things include investing money in mobile technology and " reducing
the friction to Groupon redemptions," meaning the ease with which consumers are
able to use a coupon at a merchant.
      Devitt observes that Groupon still has to build out some major areas of
its technology, things as simple as how it tracks deals it has issued:

TOL Beats - GERN Upgraded - Pre Market Movers

# [7:29:15 AM] Tim_KGM 12-10-13 - S&P Futurues up .50 @1809. $ES_F
# [7:31:04 AM] Tim_K $GERN Geron --- Needham Upgraded to BUY (from Hold) - Price Target: 10 Dec 10 at
# [7:32:22 AM] Tim_K $BRCM Broadcom raises its Q4 revenue and FM guidance
# [7:39:31 AM] Tim_K $LULU lululemon up 3% in Early Pre-Market - Names New CEO, Chairman Steps Down
# [7:41:10 AM] Tim_K $TOL Toll Brothers beats by  $0.10, reports revs in-line (Stock Price: 33.58)
# [7:50:23 AM] Tim_K $YHOO Yahoo! target raised to  $44 at RBC Capital Mkts on increased Alibaba valuation
# [8:24:28 AM] Tim_K $GERN Geron target raised to  $9 at MLV & Co -- Imetelstat delivers (Stock Price: 5.52)
# [8:31:22 AM] Tim_K $zgnx Zogenix Announces FDA Approval of 4 mg SUMAVEL(R) DosePro(R) (sumatriptan injection) Needle-Free Delivery System
# [8:33:43 AM] Tim_K $ulta THRU YEST LOWS - GUARDING OVERSOLD DAILY FOR A FIRST DAY UP TO CONSIDER LONG
# [8:35:32 AM] Tim_K $ES_F S&P Futures coming off down  $4 now at 1805 - good am opportunity to find strength

Monday, December 9, 2013

Social Media Stocks Soaring On This Earlier Headline

Major tech firms join together to appeal for NSA reform,
WSJ reports
Dec 9 at 07:37
Profile hits: QU3

      Google (GOOG), Facebook (FB), Apple (AAPL), Microsoft (MSFT), Twitter
(TWTR), Yahoo (YHOO), LinkedIn (LNKD) and AOL (AOL) are together appealing for
reform of government surveillance activities, following a stream of disclosures
about actions by the National Security Agency, reports the Wall Street Journal.
Th eight technology companies are issuing an open letter to President Obama and
members of Congress along with a set of reform principles to better safeguard
the information of Internet users. [Reference
Link]:[http://blogs.wsj.com/digits/2013/12/09/tech-giants-band-together-for-nsa-
reform/?mod=WSJBlog]

Notable Pre Market Movers

# [7:34:27 AM] Tim_KGM 12-09-13 S&P Futures up 1 at 1806 off earlier highs
# [7:34:36 AM] Tim_K $CELG Celgene price target raised to  $186 from  $171 at Cantor
# [8:20:19 AM] Tim_K $SYY Press Release: Sysco and US Foods Agree to Merge,
# [8:29:38 AM] Tim_K $JCP in motion - no news
# [8:31:50 AM] Tim_K $MOS The Mosaic Company Reaches Agreement To Purchase 43.3 Million Class A Shares Dec 9 at 08:30
# [8:32:15 AM] Tim_K $MOS in motion higher pre market

Sunday, December 8, 2013

Cytokinetics Announces Presentation Providing Update on BENEFIT-ALS at International Symposium on ALS/MND



Press Release: Cytokinetics Announces Presentation
Providing Update on BENEFIT-ALS at International
Symposium on ALS/MND
Dec 8 at 09:31
Profile hits: NONE


   Interim, Blinded, Aggregate Data on Patient Enrollment, Baseline
Demographics, Dose Escalation and Tolerability Presented; Final Results
Expected in Second Quarter of 2014

   South San Francisco, CA, December 8, 2013 - Cytokinetics, Incorporated
(Nasdaq: CYTK) announced today that a platform presentation of data from
BENEFIT-ALS (Blinded Evaluation of Neuromuscular Effects and Functional
Improvement with Tirasemtiv in ALS) was given at the 24(th)
International Symposium on ALS/MND on December 7, 2013 in Milan, Italy.
The clinical trial design was explained and interim, double-blind,
aggregate data on patient enrollment, baseline demographics, dose
escalation, and tolerability were presented.  BENEFIT-ALS is evaluating
tirasemtiv, a novel mechanism skeletal muscle activator, as a potential
treatment for patients with amyotrophic lateral sclerosis (ALS).

   Presentation at the 24(th) International Symposium of ALS/MND

Tesla Motors charges into Wisconsin with stations - Full Story


Tesla Motors charges into Wisconsin with stations
Dec 6 at 21:09
Profile hits: QU4

By Barry Adams, The Wisconsin State Journal

      Dec. 06--The effort to build charging stations that can quickly charge
electric Tesla Motors vehicles is underway in Wisconsin.
      Christopher Allessi, who leads the Wisconsin Tesla
      Owners Club, said Friday that the St. Louis car maker plans to build five
supercharging stations along interstate corridors in Wisconsin.
      The first is scheduled to open in the next few weeks at a Culver's in
Mauston, about 75 miles northwest of Madison along Interstate 90-94. A station
at East Towne Mall near the food court in Madison could be open by the end of
the month while others are planned for Pleasant Prairie near Kenosha; Onalaska,
just east of La Crosse and in Eau Claire, Allessi said.
      "The idea is to get as much distance out of our cars as possible," said
Allessi, who has been helping Tesla test the six-kiosk charging station in
Mauston. "This will allow you to do more road trips."
      It can take 55 to 60 hours to fully charge a Tesla vehicle on a 120-volt
system and five to seven hours on a 240-volt system. A supercharger can cut
charging time to 20 to 40 minutes, he said.

Saturday, December 7, 2013

Coming Earnings & Economic Calendar
















Coming Earnings

Day                     Quarter  Consensus   Year   Ticker
                                  Estimate    Ago
M
PVH Corp                  3Q       $2.24    $2.34    PVH
Pep Boys                  3Q        0.14     0.12    PBY
ABM Industries            4Q        0.45     0.50    ABM
Enzo Biochem              1Q       -0.06             ENZ
Landauer                  4Q        0.49     0.54    LDR
Analogic                  1Q        0.86     0.35    ALOG
Comtech Telecomm          1Q        0.23     0.32    CMTL
Hi-Tech Pharm             2Q        0.48     0.66    HITK
Greif Brothers 'A'        4Q        0.81     0.63    GEF
Casey's Gen'l Stores      2Q        1.13     0.85    CASY
Constellation Brands      3Q        0.91     0.63    STZ

Monday, December 2, 2013

Globes, Tel Aviv, Israel, Shlomi Cohen column $CAMT UP 20%


Globes, Tel Aviv, Israel, Shlomi Cohen column
Dec 2 at 15:34
Profile hits: QU3 QU5 QU7

By Shlomi Cohen, Globes, Tel Aviv, Israel

      Dec. 02--Last week, there was an orgy of buying on huge volumes in two
small-cap Israeli stocks that I hold in my portfolio here: Camtek Ltd. (Nasdaq:
CAMT; TASE:CAMT) and Eltek Ltd. (Nasdaq: ELTK). I'm starting to think that
there's a new phenomenon here, because two weeks previously it happened with
another small-cap Israeli stock, OTI -- On Track Innovations Ltd. (Nasdaq: OTIV;
DAX: OT5).
      At least in the case of the first two stocks, the volume of trading in
relation to the quantity of shares on the market indicates that US day traders,
both individuals and funds, latched onto them. They made hundreds of intraday
purchases and sales, giving rise to trading volumes several times the float in
each stock.

Massive Analyst Color Today - Select Stock To Watch

# [6:48:29 AM] Tim_KGM 12-02-13 - SP Future flat at 1802 - Europe red slightly
# [6:57:01 AM] Tim_K $GRPN OpenTable downgraded to Neutral from Buy at Goldman
# [6:58:37 AM] Tim_K $OPEN OpenTable downgraded to Neutral from Buy at Goldman
# [6:59:23 AM] Tim_K $GRPN : GRPN valuation. Price target lowered to  $11 from  $12.
# [7:00:05 AM] Tim_K $LULU lululemon athletica target raised to  $90 from  $79 at Janney; added to Best Ideas List
# [7:01:16 AM] Tim_K $BDSI Positive FDA Meeting Confirms BDSI Phase 3 Program For Clonidine Topical Gel For Treatment Of Painful Diabetic Neuropathy Dec 2 at 07:00
# [7:01:46 AM] Tim_K $ECOL US Ecology Increases Guidance for 2013; Provides Preliminary Outlook for 2014 Dec 2 at 07:01
# [7:02:18 AM] Tim_K $IDIX  $GILD Idenix Pharmaceuticals Files Patent Infringement And Interference Lawsuits Against Gilead Sciences Dec 2 at 07:00
# [7:03:06 AM] Tim_K $ECOL ECOL Announces Launch Of Common Stk Offering Dec 2 at 07:02
# [7:04:29 AM] Tim_K $DECK Deckers Outdoor price target raised to  $86 from  $80 at Piper Jaffray Dec 2 at 06:41
# [7:07:52 AM] Tim_K $MNST Monster Beverage --- JP Morgan Upgraded to OVERWEIGHT (from Neutral)
# [7:30:59 AM] Tim_K $BAC Bank Of Amer Announces Agreement With Freddie Mac On Mortgage Repurchase Claims Dec 2 at 07:30
# [7:45:00 AM] Tim_K $AMZN raised to  $450 from  $400 at  $GS