$TIBX Tibco Stifel Downgrade Details

      Stifel downgrades TIBX to Hold from Buy. On 6/3, co pre-announced
disappointing F2Q14 results, sending shares down 13%+ in after-hours trading.
While TIBCO noted that core infrastructure and event processing businesses grew
during the quarter, the expected $14.5M/$16M license-revenue/total-revenue
miss (at the midpoint), respectively, was blamed on Spotfire weakness. Firm will
need to see a healthy re-accleration in license revenue before getting more
constructive, something it does not see happening in the next several quarters.

TIBCO down over 14% following weaker than expected Q2 guidance $TIBX

      PALO ALTO, CA -- (Marketwired) -- 06/03/14 -- TIBCO Software Inc. (NASDAQ:
TIBX) today announced preliminary financial results for the fiscal second
quarter ended June 1, 2014. TIBCO will report final results for the second
quarter on Thursday, June 19, 2014.
      For the second quarter of fiscal 2014, TIBCO expects total revenue to be
in the range of $250 to $252 million. License revenue is expected to be in the
range of $75 to $76 million. Earnings per share, calculated in accordance with
U.S. generally accepted accounting principles (GAAP), are expected to be in the
range of $0.00 to $0.01. Non-GAAP earnings per share are expected to be in the
range of $0.12 to $0.13. The combined effect of lower-than-expected profits
along with the mix of revenue across products and regions is projected to result
in a higher than anticipated tax rate on both a GAAP and non-GAAP basis.

$ALSN Allison Transmission Announces Secondary Offering and Repurchase of Shares of Common Stock

    INDIANAPOLIS, June 3, 2014 /PRNewswire/ -- Allison Transmission Holdings
Inc. (NYSE: ALSN), announced today the sale of 35,000,00 shares of its common
stock by investment funds affiliated with The Carlyle Group and Onex Corporation
(the "Sponsors").  In addition, the underwriter will have an option to purchase
up to 5,250,000 additional shares from the Sponsors.  All of the shares are
being sold on a pro rata basis by the Sponsors, which are existing stockholders
of Allison Transmission Holdings Inc. ("Allison"), in accordance with their
current interests.  Allison will not receive any of the proceeds from the
offering of shares by the Sponsors. Closing of the offering is expected to occur
on or about June 9, 2014, subject to customary closing conditions.

Top Watch D/G #2 Quiksilver downgraded to Hold at Stifel; wholesale challenges and strategy shift a thesis buster $ZQK

       Stifel downgrades ZQK to Hold from Buy. Execution to supply chain and
expense rationalization potential has been largely on track but severe
compression in wholesale revs in the U.S. and Europe has challenged the
flow-through to earnings power. While firm continues to believe in the heritage
equity of the brand portfolio, it views a stated change in strategy to compete
for share on price as short-term focused and likely to prove to be brand
dilutive.

Top Watch - Quiksilver price target lowered to $4 from $7 at Piper Jaffray $ZQK

      Piper Jaffray lowered its price target for Quiksilver shares to $4
saying it is incrementally cautious on the stock following the company's Q2
results. Piper sees reduced visibility in management's outlook and points out
the company pushed out its profitability plan to FY17. It keeps a Neutral rating
on the stock.

Cover Story - IBM CEO's plan to turn around the company could work, Barron's says $IBM

      IBM CEO Ginni Rometty's turnaround plan, utilizing big data and analytics
as the company's growth producer, could work, Barron's contends in its cover
article. IBM is still profitable, the paper adds

Feature Article - Cedar Fair could jump to $60, Barron's says $FUN

      Cedar Fair shares could jump to $60, driven by revenue and EBITDA
growth, Barron's contends in a feature article. The company also has an
attractive yield of 5.4%, the paper adds.

Apple, Oracle's free cash flow could be driving shares higher, Barron's says $AAPL $ORCL

Apple (AAPL) and Oracle's (ORCL) free cash flow looks to be favored among

tech investors and could be what is driving shares higher, Barron's contends in

its "Technology Trader" column.

Pinnacle Foods looks like a bargain even if Hillshire terminates, Barron's says

    

      Pinnacle Foods (PF) looks like a bargain, trading at 15% below the
Hillshire Brands (HSH) bid for the company, and if the Hillshire proposal is
dropped, Pinnacle will be paid a $163M termination fee, Barron's argues in a
follow up article.

Nordstrom's emphasis on Rack should boost operating income, Barron's says

Jun 1 at 20:14                                                                                                  


      Nordstrom intends to have 230 Nordstrom Rack stores by 2016, which should
boost operating income, Barron's contends in a follow up article. The company's
new Rack website and mobile app should also boost sales, the paper adds.