Tuesday, November 30, 2010
Today's Calender
Tuesday,November 30, 2010
Economic
09:00 US Sept S&P/CS Home Price Index, Sept S&P/CS Composite-200
9:45 US Nov Chicago PMI
10:00 US Nov Consumer Confidence
11:30 US Treasury's 4-week bill auction
14:00 Fed's Discount Rate Minutes
16:30 API Crude Oil/Gasoline/Distillate Inventories
Events
CitigroupBasic Materials Conference. Piper Jaffray Healthcare Conference. RBC Capital Paper, Packaging & Building Materials Conference. JDSU Shareholder Meeting. BIIB Analyst Meeting.
07:45 ICSC/UBSW Chain Store Sales.
08:55 Redbook Retail Sales. ABC Consumer Confidence. Trades Ex-dividend: Trades Ex-dividend: GS $0.35, HD $0.236
.EarningsBefore the Open: BKS, BPHX, SDRL, TSL. After the Close: OVTI, UTI.
Economic
09:00 US Sept S&P/CS Home Price Index, Sept S&P/CS Composite-200
9:45 US Nov Chicago PMI
10:00 US Nov Consumer Confidence
11:30 US Treasury's 4-week bill auction
14:00 Fed's Discount Rate Minutes
16:30 API Crude Oil/Gasoline/Distillate Inventories
Events
CitigroupBasic Materials Conference. Piper Jaffray Healthcare Conference. RBC Capital Paper, Packaging & Building Materials Conference. JDSU Shareholder Meeting. BIIB Analyst Meeting.
07:45 ICSC/UBSW Chain Store Sales.
08:55 Redbook Retail Sales. ABC Consumer Confidence. Trades Ex-dividend: Trades Ex-dividend: GS $0.35, HD $0.236
.EarningsBefore the Open: BKS, BPHX, SDRL, TSL. After the Close: OVTI, UTI.
Monday, November 29, 2010
Sunday, November 28, 2010
Monday's Calender
Monday,November 29, 2010
Economic
10:30 US Dallas Fed Manufacturing
11:30 US Treasury's 3- and 6-month bill auction
Events
Credit Suisse Technology Conference. ALTR Investor Day.
Trades Ex-dividend: AVY $0.20, BLL $0.10, EXPD $0.20, GR $0.29, K $0.405, LMT $0.75, MTB $0.70, MCD $0.61, NU $0.256, SLB $0.21, SIAL $0.16, KO $0.44, WM $0.315
EarningsBefore the Open: BECN, GU, NRGY. After the Close: JRJC.
Economic
10:30 US Dallas Fed Manufacturing
11:30 US Treasury's 3- and 6-month bill auction
Events
Credit Suisse Technology Conference. ALTR Investor Day.
Trades Ex-dividend: AVY $0.20, BLL $0.10, EXPD $0.20, GR $0.29, K $0.405, LMT $0.75, MTB $0.70, MCD $0.61, NU $0.256, SLB $0.21, SIAL $0.16, KO $0.44, WM $0.315
EarningsBefore the Open: BECN, GU, NRGY. After the Close: JRJC.
Wednesday, November 24, 2010
Tuesday, November 23, 2010
Today's Calender
Tuesday, November 23, 2010
Economic
07:00 Canada OCT CPI
08:30 US Preliminary Q3 GDP, Q3 GDP Price Index, Q3 Personal Consumption, Q3 Core PCE
08:30 Canada Sept Retail Sales
10:00 US Oct Existing Home Sales, Oct Richmond Fed Business Activity
11:30 US Treasury's 4-week bill auction
13:00 US Treasury's 5-yr note auction
14:00 FOMC Minutes
16:30 API Crude Oil/Gasoline/Distillate Inventories
Events
07:45 ICSC/UBSW Chain Store Sales. 08:55 Redbook Retail Sales. ABC Consumer Confidence. Trades Ex-dividend: ANF $0.175, LTD $0.15, MWV $0.25, RSH $0.25, MHP $0.235.
Earnings
Before the Open: BWS, CPB, CBRL, DAKT, DSW, EV, FRED, HI, HRL, LTXC, MDT, NJR, PDCO, TNP, ZLC. After the Close: GES, MDTH, TIVO, VRGY.
BAC down in the pre market - WSJ: Foreclosure Detectives Hunt For Lies
URBANDALE, Iowa (Dow Jones)--In two squat, suburban office-park buildings
here, Richard Barrent is digging through loan files that could help decide who
pays for the mortgage-paperwork debacle.
The former Wells Fargo & Co. (WFC) quality-assurance manager's
two-year-old company is part of a cottage industry of loan detectives obsessed
with detecting fraud, misrepresentations and violations of underwriting
guidelines. Such discoveries can be used as ammunition to force banks and other
lenders to buy back loans from bond insurers, holders of mortgage-backed
securities and other customers of forensic loan-review firms.
"There is a growing interest across the board" for such reviews, says
Charles Cacici, managing member of Risk Management Group, a Brooklyn, N.Y.,
company that also scours mortgage files for problems. Competitors include
Digital Risk, Clayton Holdings and Allonhill.
The tedious business, usually involving hundreds of pages per loan, has
taken on new urgency since the foreclosure problems erupted in mid-September.
Losses to U.S. banks from loan repurchases could reach $40 billion to $90
billion, according to J.P. Morgan Securities. Previous estimates were much
higher, but have declined partly because it is so difficult to compel lenders to
take back loans.
Loan files sometimes can be hard to get. And mortgage companies often dig
in their heels when confronted with a demand to repurchase a loan. That can
result in negotiations or lawsuits that can stretch for months or more--or a
stalemate.
(This story and related background material will be available on The Wall
Street Journal website, WSJ.com.)
"It is a day-to-day, hand-to-hand combat," Bank of America Corp. (BAC)
Chief Executive Brian Moynihan said recently when describing the Charlotte,
N.C., bank's resistance to loan-repurchase requests.
In the worst-case scenario for investors, months of effort can result in
nothing. Those odds are likely to discourage some investors from pursuing loan
repurchases, which could reduce overall losses for banks. The payoff for
investors and bond insurers when a bank eats a shaky loan: The lender typically
must pay the difference between the original loan amount and what was recovered
in foreclosure, or unpaid principal plus accrued interest if the loan is
outstanding.
Losses on troubled loans can sometimes hit 80% of the original loan
amount, says Barrent, the 49-year-old president and chief operating officer of
Barrent Group. He won't identify any of the company's clients, though he says
the firm is talking with bond investors about how to recoup losses from sloppy
mortgage servicing.
Among the companies trying to make banks eat shaky loans are Fannie Mae
(FNMA) and Freddie Mac (FMCC). Last month, a group of large investors objected
to the handling of 115 bond deals issued by units of Countrywide Financial, now
part of Bank of America.
In one typical example, Gayle Hanson, a senior loan auditor for the
Barrent Group, sifted through 331 pages of loan documents as part of her autopsy
of a $ 165,000 home-equity line of credit on a Colorado Springs, Colo., home.
The file included multiple copies of the mortgage and notes detailing efforts to
contact the delinquent homeowner.
She also scours credit reports, property records, appraisals, telephone
listings, photographs of the house for signs that it was an investment rather
than a primary residence, and any indication that the borrower owned property
not disclosed on the loan application or that the appraisal was inflated.
Hanson found that the Colorado Springs borrower had at least three
undisclosed mortgages totaling $520,000 in addition to nine investment
properties listed on the loan application.
The files contained little information to support the borrower's claim
that he earned $13,500 a month, as well as $5,700 a month in income from
rental properties. "The underwriter didn't do due diligence on this," she said.
Barrent wouldn't identify the borrower or lender.
Barrent works with clients to select mortgages with a high probability of
problems. Misrepresenting income is the most common defect in loan files
reviewed by the company's 38 employees. That isn't surprising given that many
loans it reviews didn't require borrowers to document their earnings.
One borrower whose loan was scrutinized claimed to be a shoe salesman
earning $35,000 a month. A regional sales manager who cited earnings of
$250,000 a year actually made $47,000 as a clerk for the same company.
About 65% of Barrent's reviews result in a loan-repurchase request. Banks
have bought back about 1,100 loans, or about half, with clients of the
loan-review firm recovering nearly $142 million in losses, according to the
company. The figures reflect reviews for bond insurers and exclude loans for
which negotiations are continuing.
Closely held Barrent gets paid an undisclosed fee for each loan it
inspects or in some cases, a portion of the recovery. "You are going to have to
pound the table and go the distance," Barrent says.
Investors in mortgage-backed securities face tougher obstacles than Fannie
Mae, Freddie Mac or bond insurers, says Glenn Schorr, an analyst at Nomura
Securities International Inc. Bond investors typically must prove that an
underwriting breach, not tumbling home prices or rising unemployment, "
materially and adversely" affected a loan's value, he says.
In addition, contracts on bond deals often require investors to win
support from 25% of the voting rights in the trust before they can petition for
access to loan files. Even then, "the servicer will, in many cases, refuse,"
says Talcott Franklin, a lawyer in Dallas who has been organizing bond investors
to pursue such claims and represents investors with at least a 25% stake in more
than 3,000 bond deals.
Some investors are using outside data to build their case. David Grais, a
New York lawyer representing two Federal Home Loan banks in lawsuits against
securities firms that sold mortgage-backed securities, recently hired CoreLogic
Inc. (CLGX), a Santa Ana, Calif., company, to supply public records data on 750,
000 loans in more than 250 bond deals.
Grais used the information to look for signs of inflated appraisals,
undisclosed liens and investment properties or second homes that had been listed
as primary residences. Nearly half the loans had at least one material flaw, he
says, adding that he is optimistic that the results will convince a judge to
give him full access to the loan files.
"We have lined up a battalion of loan file reviewers," he says.
Click here to go to Dow Jones NewsPlus, a web front page of today's most
important business and market news, analysis and commentary: http://
www.djnewsplus.com/nae/al?rnd=CKYP0meTRtMQ5ML5o75bEQ%3D%3D. You can use this
link on the day this article is published and the following day.
here, Richard Barrent is digging through loan files that could help decide who
pays for the mortgage-paperwork debacle.
The former Wells Fargo & Co. (WFC) quality-assurance manager's
two-year-old company is part of a cottage industry of loan detectives obsessed
with detecting fraud, misrepresentations and violations of underwriting
guidelines. Such discoveries can be used as ammunition to force banks and other
lenders to buy back loans from bond insurers, holders of mortgage-backed
securities and other customers of forensic loan-review firms.
"There is a growing interest across the board" for such reviews, says
Charles Cacici, managing member of Risk Management Group, a Brooklyn, N.Y.,
company that also scours mortgage files for problems. Competitors include
Digital Risk, Clayton Holdings and Allonhill.
The tedious business, usually involving hundreds of pages per loan, has
taken on new urgency since the foreclosure problems erupted in mid-September.
Losses to U.S. banks from loan repurchases could reach $40 billion to $90
billion, according to J.P. Morgan Securities. Previous estimates were much
higher, but have declined partly because it is so difficult to compel lenders to
take back loans.
Loan files sometimes can be hard to get. And mortgage companies often dig
in their heels when confronted with a demand to repurchase a loan. That can
result in negotiations or lawsuits that can stretch for months or more--or a
stalemate.
(This story and related background material will be available on The Wall
Street Journal website, WSJ.com.)
"It is a day-to-day, hand-to-hand combat," Bank of America Corp. (BAC)
Chief Executive Brian Moynihan said recently when describing the Charlotte,
N.C., bank's resistance to loan-repurchase requests.
In the worst-case scenario for investors, months of effort can result in
nothing. Those odds are likely to discourage some investors from pursuing loan
repurchases, which could reduce overall losses for banks. The payoff for
investors and bond insurers when a bank eats a shaky loan: The lender typically
must pay the difference between the original loan amount and what was recovered
in foreclosure, or unpaid principal plus accrued interest if the loan is
outstanding.
Losses on troubled loans can sometimes hit 80% of the original loan
amount, says Barrent, the 49-year-old president and chief operating officer of
Barrent Group. He won't identify any of the company's clients, though he says
the firm is talking with bond investors about how to recoup losses from sloppy
mortgage servicing.
Among the companies trying to make banks eat shaky loans are Fannie Mae
(FNMA) and Freddie Mac (FMCC). Last month, a group of large investors objected
to the handling of 115 bond deals issued by units of Countrywide Financial, now
part of Bank of America.
In one typical example, Gayle Hanson, a senior loan auditor for the
Barrent Group, sifted through 331 pages of loan documents as part of her autopsy
of a $ 165,000 home-equity line of credit on a Colorado Springs, Colo., home.
The file included multiple copies of the mortgage and notes detailing efforts to
contact the delinquent homeowner.
She also scours credit reports, property records, appraisals, telephone
listings, photographs of the house for signs that it was an investment rather
than a primary residence, and any indication that the borrower owned property
not disclosed on the loan application or that the appraisal was inflated.
Hanson found that the Colorado Springs borrower had at least three
undisclosed mortgages totaling $520,000 in addition to nine investment
properties listed on the loan application.
The files contained little information to support the borrower's claim
that he earned $13,500 a month, as well as $5,700 a month in income from
rental properties. "The underwriter didn't do due diligence on this," she said.
Barrent wouldn't identify the borrower or lender.
Barrent works with clients to select mortgages with a high probability of
problems. Misrepresenting income is the most common defect in loan files
reviewed by the company's 38 employees. That isn't surprising given that many
loans it reviews didn't require borrowers to document their earnings.
One borrower whose loan was scrutinized claimed to be a shoe salesman
earning $35,000 a month. A regional sales manager who cited earnings of
$250,000 a year actually made $47,000 as a clerk for the same company.
About 65% of Barrent's reviews result in a loan-repurchase request. Banks
have bought back about 1,100 loans, or about half, with clients of the
loan-review firm recovering nearly $142 million in losses, according to the
company. The figures reflect reviews for bond insurers and exclude loans for
which negotiations are continuing.
Closely held Barrent gets paid an undisclosed fee for each loan it
inspects or in some cases, a portion of the recovery. "You are going to have to
pound the table and go the distance," Barrent says.
Investors in mortgage-backed securities face tougher obstacles than Fannie
Mae, Freddie Mac or bond insurers, says Glenn Schorr, an analyst at Nomura
Securities International Inc. Bond investors typically must prove that an
underwriting breach, not tumbling home prices or rising unemployment, "
materially and adversely" affected a loan's value, he says.
In addition, contracts on bond deals often require investors to win
support from 25% of the voting rights in the trust before they can petition for
access to loan files. Even then, "the servicer will, in many cases, refuse,"
says Talcott Franklin, a lawyer in Dallas who has been organizing bond investors
to pursue such claims and represents investors with at least a 25% stake in more
than 3,000 bond deals.
Some investors are using outside data to build their case. David Grais, a
New York lawyer representing two Federal Home Loan banks in lawsuits against
securities firms that sold mortgage-backed securities, recently hired CoreLogic
Inc. (CLGX), a Santa Ana, Calif., company, to supply public records data on 750,
000 loans in more than 250 bond deals.
Grais used the information to look for signs of inflated appraisals,
undisclosed liens and investment properties or second homes that had been listed
as primary residences. Nearly half the loans had at least one material flaw, he
says, adding that he is optimistic that the results will convince a judge to
give him full access to the loan files.
"We have lined up a battalion of loan file reviewers," he says.
Click here to go to Dow Jones NewsPlus, a web front page of today's most
important business and market news, analysis and commentary: http://
www.djnewsplus.com/nae/al?rnd=CKYP0meTRtMQ5ML5o75bEQ%3D%3D. You can use this
link on the day this article is published and the following day.
Monday, November 22, 2010
BAC trades lows with the SP 11 handles off lows
BAC down 3.7% intra day and showing incredible relative weakness
SP futures presently trading 1193.30 over 10 points off lows.
incredible relatives weakness across the board in the financials with the xlf off 1.65 %
SP futures presently trading 1193.30 over 10 points off lows.
incredible relatives weakness across the board in the financials with the xlf off 1.65 %
SHORT - BAC - FAS trigger weakness
SHORT - BAC - FAS trigger weakness
11/22 | 05:31 | N-BAC | FW | Banks could lose more than $100B, Barron's reports
Short BAC from 12 still and looking for single digits for covers. Temporary support now lies at the 11 level. FAS JPM GS all weaker than the general market...
Today's Calender
Monday, November 22, 2010
Economic
08:30 US Chicago Fed National Activity Index
11:30 US Treasury's 3- and 6-month bill auction
13:00 US Treasury's 2-year note auction
Events
13:30 Fed's Kocherlakota speaks. Trades Ex-dividend: EFX $0.16, QCOM $0.19, RHI $0.13, HSY $0.32, WYN $0.12.
Earnings
Before the Open: CTRN, CYBX, HSFT, ITRN, TECD, TSN, VAL. After the Close: ADI, BRCD, DY, FMCN, HPQ, JACK, KONG, LZB, NUAN, PSUN.
Barrons Highlights
11/22 | 05:34 | Q-DELL | FW | Estimates for Intel and other PC names could be too high, Barron's reports
11/22 | 05:33 | N-SU | FW | Advisor Don Coxe offers ways to play the commodities, Barron's reports
11/22 | 05:31 | N-DOV | FW | Dover is expected to keep delivering strong performance, Barron's reports
11/22 | 05:31 | N-BAC | FW | Banks could lose more than $100B, Barron's reports
11/22 | 05:29 | ------ | FW | U.S. consumers are on the mend--good news for retailers, Barron's reports
11/22 | 05:29 | N-HNZ | FW | Heinz offers a strong dividend and healthy cash flow, Barrons.com reports
11/22 | 05:28 | N-MBI | FW | MBIA's CEO bought $1M in shares, Barrons.com reports
11/20 | 18:00 | N-GM | DJ | Barron's(11/22) Up & Down Wall Street: Off The Scrap Heap
11/20 | 18:00 | ------ | DJ | Barron's(11/22) The Striking Price: White Meat Or Dark? Put Or Call?
11/20 | 18:00 | ------ | DJ | Barron's(11/22) Current Yield: Opportunities In Inflation Hysteria
11/20 | 00:09 | N-GM | DJ | Barron's(11/22) Up & Down Wall Street: Off The Scrap Heap
11/20 | 00:09 | ------ | DJ | Barron's(11/22) The Striking Price: White Meat Or Dark? Put Or Call?
11/20 | 00:09 | ------ | DJ | Barron's(11/22) Current Yield: Opportunities In Inflation Hysteria
11/20 | 00:08 | | DJ | Barron's(11/22) Asian Trader: Awaiting An Asian Tech Dip
11/20 | 00:08 | N-RBS | DJ | Barron's(11/22) European Trader: Get By With A Little Help. . .
11/20 | 00:08 | N-GM | DJ | Barron's(11/22) The Trader: GM Rides Again, But -2-
11/20 | 00:08 | N-IBM | DJ | Barron's(11/22) Fund Of Information: Storm King Sees Clearer Skies
11/20 | 00:08 | N-GM | DJ | Barron's(11/22) A Return Visit To Earlier Stories: Tale Of Two IPOs: GM In With A Bang; Harrah's Out With A Whimper
11/20 | 00:07 | Q-CLNE | DJ | Barron's(11/22) A Return Visit To Earlier Stories: Pickens' Clean Energy Stock Runs Out Of Gas
11/20 | 00:07 | ------ | DJ | Barron's(11/22) Review & Preview -2-
11/20 | 00:07 | N-CMA | DJ | Barron's(11/22) Speaking Of Dividends: Double The Pleasure
11/20 | 00:07 | N-LUV | DJ | Barron's(11/22) Swimming For Shore
11/20 | 00:07 | Q-AAPL | DJ | Barron's(11/22) ETF Focus: Tough Week For Muni ETFs
11/20 | 00:06 | | DJ | Barron's(11/22) Plugged In: Candor From Baidu's Founder
11/20 | 00:06 | ------ | DJ | Barron's(11/22) Closed-End Funds -5-
11/20 | 00:05 | N-BBL | DJ | Barron's(11/22) Commodities Corner: Scrappy Rival Nips Iron's Price
11/20 | 00:05 | Q-CLWR | DJ | Barron's(11/22) Our Gadget Of The Week: High Speed, Tight Deadline
11/20 | 00:05 | N-BX | DJ | Barron's(11/22) Streetwise: Good For GM, Bad For Stocks?
11/20 | 00:05 | N-AGO | DJ | Barron's(11/22) Banks Face Another Mortgage Crisis -2-
11/20 | 00:05 | ------ | DJ | Barron's(11/22) The Post-Recession Blues
11/20 | 00:04 | N-SKS | DJ | Barron's(11/22) Off To The Mall -2-
11/20 | 00:04 | N-DOV | DJ | Barron's(11/22) Why Bulls Expect Only More From Soaring Dover
11/20 | 00:04 | ------ | DJ | Barron's(11/22) Corrections & Amplifications
11/20 | 00:04 | Q-SRDX | DJ | Barron's(11/22) The Activist Spotlight
11/20 | 00:04 | o-ADPT | DJ | Barron's(11/22) 13D Filings: Investors Report To The SEC
11/22 | 05:33 | N-SU | FW | Advisor Don Coxe offers ways to play the commodities, Barron's reports
11/22 | 05:31 | N-DOV | FW | Dover is expected to keep delivering strong performance, Barron's reports
11/22 | 05:31 | N-BAC | FW | Banks could lose more than $100B, Barron's reports
11/22 | 05:29 | ------ | FW | U.S. consumers are on the mend--good news for retailers, Barron's reports
11/22 | 05:29 | N-HNZ | FW | Heinz offers a strong dividend and healthy cash flow, Barrons.com reports
11/22 | 05:28 | N-MBI | FW | MBIA's CEO bought $1M in shares, Barrons.com reports
11/20 | 18:00 | N-GM | DJ | Barron's(11/22) Up & Down Wall Street: Off The Scrap Heap
11/20 | 18:00 | ------ | DJ | Barron's(11/22) The Striking Price: White Meat Or Dark? Put Or Call?
11/20 | 18:00 | ------ | DJ | Barron's(11/22) Current Yield: Opportunities In Inflation Hysteria
11/20 | 00:09 | N-GM | DJ | Barron's(11/22) Up & Down Wall Street: Off The Scrap Heap
11/20 | 00:09 | ------ | DJ | Barron's(11/22) The Striking Price: White Meat Or Dark? Put Or Call?
11/20 | 00:09 | ------ | DJ | Barron's(11/22) Current Yield: Opportunities In Inflation Hysteria
11/20 | 00:08 | | DJ | Barron's(11/22) Asian Trader: Awaiting An Asian Tech Dip
11/20 | 00:08 | N-RBS | DJ | Barron's(11/22) European Trader: Get By With A Little Help. . .
11/20 | 00:08 | N-GM | DJ | Barron's(11/22) The Trader: GM Rides Again, But -2-
11/20 | 00:08 | N-IBM | DJ | Barron's(11/22) Fund Of Information: Storm King Sees Clearer Skies
11/20 | 00:08 | N-GM | DJ | Barron's(11/22) A Return Visit To Earlier Stories: Tale Of Two IPOs: GM In With A Bang; Harrah's Out With A Whimper
11/20 | 00:07 | Q-CLNE | DJ | Barron's(11/22) A Return Visit To Earlier Stories: Pickens' Clean Energy Stock Runs Out Of Gas
11/20 | 00:07 | ------ | DJ | Barron's(11/22) Review & Preview -2-
11/20 | 00:07 | N-CMA | DJ | Barron's(11/22) Speaking Of Dividends: Double The Pleasure
11/20 | 00:07 | N-LUV | DJ | Barron's(11/22) Swimming For Shore
11/20 | 00:07 | Q-AAPL | DJ | Barron's(11/22) ETF Focus: Tough Week For Muni ETFs
11/20 | 00:06 | | DJ | Barron's(11/22) Plugged In: Candor From Baidu's Founder
11/20 | 00:06 | ------ | DJ | Barron's(11/22) Closed-End Funds -5-
11/20 | 00:05 | N-BBL | DJ | Barron's(11/22) Commodities Corner: Scrappy Rival Nips Iron's Price
11/20 | 00:05 | Q-CLWR | DJ | Barron's(11/22) Our Gadget Of The Week: High Speed, Tight Deadline
11/20 | 00:05 | N-BX | DJ | Barron's(11/22) Streetwise: Good For GM, Bad For Stocks?
11/20 | 00:05 | N-AGO | DJ | Barron's(11/22) Banks Face Another Mortgage Crisis -2-
11/20 | 00:05 | ------ | DJ | Barron's(11/22) The Post-Recession Blues
11/20 | 00:04 | N-SKS | DJ | Barron's(11/22) Off To The Mall -2-
11/20 | 00:04 | N-DOV | DJ | Barron's(11/22) Why Bulls Expect Only More From Soaring Dover
11/20 | 00:04 | ------ | DJ | Barron's(11/22) Corrections & Amplifications
11/20 | 00:04 | Q-SRDX | DJ | Barron's(11/22) The Activist Spotlight
11/20 | 00:04 | o-ADPT | DJ | Barron's(11/22) 13D Filings: Investors Report To The SEC
Friday, November 19, 2010
Today's Calender
Friday, November 19, 2010
Economic
16:00 Colombia Sept Industrial Production, Sept Retail Sales
Events
05:15 Fed Chairman Bernanke speaks at ECB conference on panel with ECB Chief Trichet, PBoC's Zhou and IMF's Strauss-Kahn. 7:30 ECB's Trichet, IMF's Strauss-Kahn to speak. BSX Investor Day. MHS Investor Day. Trades Ex-dividend: PRU $1.15, WYNN $8.00.
Earnings
Before the Open: CRMT, ANN, HIBB, HNZ, KIRK, MENT, YGE
Thursday, November 18, 2010
Wednesday, November 17, 2010
Today's Calender
Wednesday, November 17, 2010
Economic
05:00 Brazil Nov Inflation
08:30 US Oct CPI, Oct CPI Core Index SA, Oct Housing Starts, Oct Building Permits
10:30 DoE Crude Oil/Gasoline/Distillate Inventories
Events
09:15 Fed's Bullard speaks on the GSEs. GM IPO scheduled to launch. Deutsche Bank Media and Telecommunications Conference. Stephens Fall Investment Conference. 07:00 MBA Mortgage Applications. Trades Ex-dividend: MMM $0.525, CCL $0.10, HRS $0.25, HON $0.303, PBI $0.365, SHW $0.36, SNA $0.32, TGT $0.25, UTX $0.425, WHR $0.43.
Earnings
Before the Open: AMAP, BJ, CHS, DGW, PERY, STP, TGT, VIT, WMG. After the Close: AMAT, ARUN, DRYS, HOTT, LTD, NTAP, NTES, PETM, SPRD, WGL.
Tuesday, November 16, 2010
CSCO reaches $19.46 target as suspected!
Today's Calender
Tuesday, November 16, 2010
Economic
08:30 US Oct PPI, Oct Core PPI, Canada Sept Manufacturing Sales
09:00 US Sept Net Long-Term TIC Flows, Sept Total Net TIC Flows
09:15 US Oct Industrial Production, Oct Capacity Utilization
11:30 US Treasury's one-month bill auction
13:00 US NAHB Housing Market Index
16:30 API Crude Oil/Gasoline/Distillate Inventories
Events
09:15 Fed's Lockhart speaks on the economy. 08:00 FDA Arthritis Advisory Committee Meeting. Bank of America Banking and Financial Services Conference. Morgan Stanley Consumer & Retail Conference. LCM Annual Healthcare Conference. Jefferies Clean Tech Conference. 07:45 ICSC/UBSW Chain Store Sales. 08:55 Redbook Retail Sales. ABC Consumer Confidence. IR to be added to S&P500 after the close. Trades Ex-dividend: ADM $0.15, CVX $0.72, MSFT $0.16.
Earnings
Before the Open: ANF, ARM, DKS, ESLT, HD, JEC, NAFC, NM, SKS, GASS, TJX, WMT, YONG. After the Close: BOBE, STV, GA, LZB, SINA, WGOV.
Monday, November 15, 2010
Sunday, November 14, 2010
Monday's Calender
Monday, November 15, 2010
Economic
08:30 US Nov Empire Manufacturing, Oct Retail Sales
10:00 US Sept Business Inventories
11:30 US Treasury's three- and six-month bill auctions
Events
08:30 FDA Science Board Meeting. UBS and Deutsche Bank Gaming Investment Forum. SC10 super computing conference. IGT Investor Day. Las Vegas Global Gaming Expo. Trades Ex-dividend: AFL $0.30, LLL $0.40, MRO $0.25, SUN $0.15.
Earnings
Before the Open: ASYS, AHII, CSUN, DSX, GYMB, LFT, LOW, MMYT. After the Close: AXAS, CPE, DL, IOC, MCP, JWN, PWRD, RINO, URBN.
Friday, November 12, 2010
CSCO looking for teenager status
Trends
raps
Tradeability
HUGE relative weakness since 20.44 this am wen s&p futures were at highs of 1207 post 9:55 mic sent data
Forward going earning rev guidance uncertainty
Overshoots from earning thru round levels unsatisfied and pending
Today's Calender
Friday, November 12, 2010
Economic
06:00 Brazil Sept Retail Sales
09:55 US Nov University of Michigan Confidence
14:00 Argentina Oct CPI
16:00 Colombia Sept Trade Balance
Events
Trades Ex-dividend: AVP $0.22, BMS $0.23, CNP $0.195, PCL $0.42, SPG $0.80.
Earnings
Before the Open: A, CTFO, CIE, DHI, JCP, STRI, WEN.
Overnight S&P Futures low 1193 back up to 1205
Thursday, November 11, 2010
CSCO looks for a 19.46 pre market target down an even 5
After providing several lower lows in the post market last night, csco with UNCERTAINTY regarding forward going revenues looks to set these even level round algorithmic targets...
Today's Calender
Thursday, November 11, 2010
Economic
10:00 Mexico Sept Industrial Production
Events
G20 Summit in Seoul, Korea. Bond market recommended close for Veteran's Day holiday.
Earnings
Before the Open: AH, ADES, ACM, CDCS, CRYP, EJ, FLO, FREE, KSS, MAG, MHR, MMS, NM, SCR, SPH, ELOS, THI, TSEM, VIA.B, YTEC. After the Close: CPKI, CBOU, CPA, CPIX, MATW, MSCC, NVDA, SPWRA, DIS.
Wednesday, November 10, 2010
Today's Calender
Wednesday, November 10, 2010
Economic
08:30 Initial Jobless Claims, Continuing Claims, US Sept Trade Balance, Oct Import Price Index
10:30 DoE Crude Oil/Gasoline/Distillate Inventories
12:00 Natural Gas Inventories
13:00 US Treasury's 30-yr auction
14:00 US Oct Monthly Budget Statement
Events
Credit Suisse Healthcare Conference. NSM Analyst Day. 07:00 MBA Mortgage Applications. After the close, KS and LOGM to be added to the S&P600; DECK and PII to be added to S&P400. Trades Ex-dividend: DD $0.41, LLY $0.49, EXC $0.525, KLAC $0.25, COL $0.24, UPS $0.47.
Earnings
Before the Open: APU, CSC, DWSN, GBX, KELYA, M, MFB, NXG, RL, SLE, UGI, XIN. After the Close: AAP, ANW, AFCE, BRKS, CSCO, CNQR, EXL, FTK, HMIN, KLIC, PDLI, RST, SRDX, TTEK, ZAGG.
Tuesday, November 9, 2010
BAC Triggers Shorts into the close
BAC looks lower,
Arguments:
1st day down, relative weaknes, FAS sympathy, gaps below on its daily, Market weakness.
Arguments:
1st day down, relative weaknes, FAS sympathy, gaps below on its daily, Market weakness.
Today's Calender
Tuesday, November 09, 2010
Economic
06:00 Brazil Oct Inflation
10:00 Mexico Oct Consumer Prices, Sept Trade Balance
13:00 US Treasury's 10-yr auction
16:30 API Crude Oil/Gasoline/Distillate Inventories
Events
Baird Industrial Conference. Piper Jaffray Media & Telecom Conference. Wells Fargo Technology, Media & Telecom Conference. HAS Investor Day. 07:45 ICSC/UBSW Chain Store Sales. 08:55 Redbook Retail Sales. ABC Consumer Confidence. After the close, EPAY to be added to the S&P600. Trades Ex-Split: RVBD 2-1. Trades Ex-dividend: Trades Ex-dividend: CTAS $0.49, DUK $0.245, ETR $0.83, XOM $0.44, ITT $0.25, SJM $0.40, MUR $0.275, SE $0.25, WEC $0.40.
Earnings
Before the Open: ACMR, AMRI, ALLT, ARNA, ARIA, ARQL, CRZO, TAST, GIB, CAAS, CFSG, CHD, CORE, COV, DF, DPTR, EBIX, ENER, ETP, ETE, FOSL, GTIV, GMXR, GVA, GTXI, HWK, HGG, HWCC, HQS, INCY, JASO, LRN, JADE, MMC, MITI, NNI, NURO, TNDM, NGPC, OXF, PIKE, PNCL, PLA, PSMT, RDNT, ROK, SRE, SOLF, STRL, SF, SUSS, TYC, HOGS.After the Close: JOBS, AONE, AOB, ASEI, ARCL, AUTH, ENS, EPE, GOK, LOPE, HRBN, ONE, HPP, PODD, IPAR, IGT, MBI, MDSO, OSUR, PSEC, RAH, STWD, TMH, TSLA, URS, WTW
Monday, November 8, 2010
Mortgage Insures Look Lower
With the FAS treding steadily lower, and showing large relative weakness compared to the already weak broader markets. We are short from higher RDN - MTG - PMI. BAC is showing good relative weakness after a positive MSCO mention earlier. Seems to be a priced in event for the moment.
MSCO positve on BAC
Bank of America (BAC.N)
Research Tactical Idea
We believe the share price will rise in absolute terms over the next 60 days.
Catalysts are 1) Maine State lawsuit dismissed on Nov 4 (highlighting difficulty of private investors to submit
reps/warranties cases), which we do not believe is yet reflected in the stock price; and 2) improving credit in master trust
(next released on November 15th), with NCOs down 174 bp in Sept and total delinquency rates down 230 bp from peak
and continuing to improve.
[07:42] ben3092000: We estimate that there is about a 70% to 80% or "very likely" probability for the scenario.
Estimated probabilities are illustrative and assigned subjectively based on our assessment of the likelihood of the
scenario.
msco on BAC
Research Tactical Idea
We believe the share price will rise in absolute terms over the next 60 days.
Catalysts are 1) Maine State lawsuit dismissed on Nov 4 (highlighting difficulty of private investors to submit
reps/warranties cases), which we do not believe is yet reflected in the stock price; and 2) improving credit in master trust
(next released on November 15th), with NCOs down 174 bp in Sept and total delinquency rates down 230 bp from peak
and continuing to improve.
[07:42] ben3092000: We estimate that there is about a 70% to 80% or "very likely" probability for the scenario.
Estimated probabilities are illustrative and assigned subjectively based on our assessment of the likelihood of the
scenario.
msco on BAC
Sunday, November 7, 2010
Monday's Calender
Monday, November 08, 2010
Economic
08:15 Canada Oct Housing Starts
10:00 US Q3 New York Fed Household Debt
13:00 US Treasury's 3-yr auction
Events
12:30 Fed's Bullard speaks in New York. 13:00 Fed's Fisher speaks on financial reform. 15:30 Fed's Warsh speaks at SIFMA meeting. Trades Ex-dividend: AEP $0.46, FO $0.19, IBM $0.65, PH $0.29, PPG $0.55, RRD $0.26, TJX $0.15, VNO $0.65, XLNX $0.16.
Earnings
Before the Open: AAON, AGAM, BPL, CHDX, CODI, COMV, DYN, EMCI, ADY, FTR, GSI, HPT, IVR, LMIA, LPX, MCCC, PETD, KWK, RJET, ROSE, SJI, SYY, TA, WCRX, XNPT. After the Close: ARAY, AEL, APEI, ANDS, BIDZ, BPZ, BSFT, BEAT, CLDT, CLNE, CCO, CVG, CUZ, DAC, DIOD, DTSI, EGLE, EM, ES, ENOC, EVEP, FNGN, GHDX, GSS, SOLR, HR, HIMX, HOLX, KNDL, KEYN, LDK, MWE, MDR, MBLX, MR, MYRG, NHP, PAAS, PCLN, QGEN, QLTY, RAX, SB, SLXP, SLW, SNHY, TBSI, TTGT, UDR, PRTS, EGY, VVUS, WRC, WATG.
Barrons Highlights's
11/06 | 00:09 | N-ANR | DJ | Barron's(11/8) A Mining Powerhouse Unearths Profits
11/06 | 00:09 | ------ | DJ | Barron's(11/8) Up & Down Wall Street: Is The Crowd Wrong On QE2?
11/06 | 00:09 | ------ | DJ | Barron's(11/8) Bull Run: GOP Wins Big In Statehouses
11/06 | 00:08 | Q-ICLR | DJ | Barron's(11/8) Weekday Trader: In The Recovery Room
11/06 | 00:08 | ------ | DJ | Barron's(11/8) Streetwise: Catch Up If You Can
11/06 | 00:08 | N-AME | DJ | Barron's(11/8) Speaking Of Dividends: Comeback At The Mall
11/06 | 00:08 | Q-JDSU | DJ | Barron's(11/8) Tech Trader: JDSU's Bullish Outlook Is No Bubble
11/06 | 00:08 | N-GM | DJ | Barron's(11/8) GM's Ultimate Sales Incentive
11/06 | 00:08 | N-EMC | DJ | Barron's(11/8) Plugged In: That Cloud Is No Pie In The Sky
11/06 | 00:07 | ------ | DJ | Barron's(11/8) Review & Preview -2-
11/06 | 00:07 | | DJ | Barron's(11/8) European Trader: Follow The Cash-Rich
11/06 | 00:07 | ------ | DJ | Barron's(11/8) Asian Trader: Pacific Rim: A Wary QE2 Port
11/06 | 00:07 | N-CCE | DJ | Barron's(11/8) Current Yield: The Helicopter Hits The Dollar
11/06 | 00:07 | | DJ | Barron's(11/8) China's Sure Bet -2-
11/06 | 00:06 | Q-NDAQ | DJ | Barron's(11/8) The Striking Price: Betting On The Fed's Big Wager
11/06 | 00:06 | Q-AAPL | DJ | Barron's(11/8) The Trader: Back To The Future: -2-
11/06 | 00:06 | Q-AAPL | DJ | Barron's(11/8) The Trader: Back To The Future: Stocks Hit A Post Lehman High
11/06 | 00:06 | ------ | DJ | Barron's(11/8) Closed-End Funds -5-
11/06 | 00:05 | ------ | DJ | Barron's(11/8) A Return Visit To Earlier Stories: Back To Work, Don Draper
11/06 | 00:05 | N-MTG | DJ | Barron's(11/8) A Return Visit To Earlier Stories: Wilmington To Test M&T's Skills
11/06 | 00:09 | ------ | DJ | Barron's(11/8) Up & Down Wall Street: Is The Crowd Wrong On QE2?
11/06 | 00:09 | ------ | DJ | Barron's(11/8) Bull Run: GOP Wins Big In Statehouses
11/06 | 00:08 | Q-ICLR | DJ | Barron's(11/8) Weekday Trader: In The Recovery Room
11/06 | 00:08 | ------ | DJ | Barron's(11/8) Streetwise: Catch Up If You Can
11/06 | 00:08 | N-AME | DJ | Barron's(11/8) Speaking Of Dividends: Comeback At The Mall
11/06 | 00:08 | Q-JDSU | DJ | Barron's(11/8) Tech Trader: JDSU's Bullish Outlook Is No Bubble
11/06 | 00:08 | N-GM | DJ | Barron's(11/8) GM's Ultimate Sales Incentive
11/06 | 00:08 | N-EMC | DJ | Barron's(11/8) Plugged In: That Cloud Is No Pie In The Sky
11/06 | 00:07 | ------ | DJ | Barron's(11/8) Review & Preview -2-
11/06 | 00:07 | | DJ | Barron's(11/8) European Trader: Follow The Cash-Rich
11/06 | 00:07 | ------ | DJ | Barron's(11/8) Asian Trader: Pacific Rim: A Wary QE2 Port
11/06 | 00:07 | N-CCE | DJ | Barron's(11/8) Current Yield: The Helicopter Hits The Dollar
11/06 | 00:07 | | DJ | Barron's(11/8) China's Sure Bet -2-
11/06 | 00:06 | Q-NDAQ | DJ | Barron's(11/8) The Striking Price: Betting On The Fed's Big Wager
11/06 | 00:06 | Q-AAPL | DJ | Barron's(11/8) The Trader: Back To The Future: -2-
11/06 | 00:06 | Q-AAPL | DJ | Barron's(11/8) The Trader: Back To The Future: Stocks Hit A Post Lehman High
11/06 | 00:06 | ------ | DJ | Barron's(11/8) Closed-End Funds -5-
11/06 | 00:05 | ------ | DJ | Barron's(11/8) A Return Visit To Earlier Stories: Back To Work, Don Draper
11/06 | 00:05 | N-MTG | DJ | Barron's(11/8) A Return Visit To Earlier Stories: Wilmington To Test M&T's Skills
Friday, November 5, 2010
S&P says large banks could lose $31B from mortgage
S&P says large banks could lose $31B from mortgage
buybacks, Reuters reports
Nov 5 at 06:57
Profile hits: NONE
The largest U.S. banks may lose up to $31B as a result of buying back
bad mortgages, according to an S&P report cited by Reuters. Bank of America
(BAC) and JP Morgan (JPM) have the most potential losses from such repurchase
obligations, followed by Wells Fargo (WFC), Citigroup (C), US Bancorp (USB) and
PNC Financial (PNC), according to S&P. [Reference
Link]:[http://www.nytimes.com/reuters/2010/11/04/business/business-us-usa-forecl
osures-banks.html?ref=business]
buybacks, Reuters reports
Nov 5 at 06:57
Profile hits: NONE
The largest U.S. banks may lose up to $31B as a result of buying back
bad mortgages, according to an S&P report cited by Reuters. Bank of America
(BAC) and JP Morgan (JPM) have the most potential losses from such repurchase
obligations, followed by Wells Fargo (WFC), Citigroup (C), US Bancorp (USB) and
PNC Financial (PNC), according to S&P. [Reference
Link]:[http://www.nytimes.com/reuters/2010/11/04/business/business-us-usa-forecl
osures-banks.html?ref=business]
Today's Calender
Friday, November 05, 2010
Economic
08:30 US Oct Nonfarm Payrolls, Unemployment Rate, Manufacturing Payrolls, Private Payrolls, Average Hourly Earnings
10:00 US Sept Pending Home Sales
15:00 US Sept Consumer Credit
Events
08:30 Fed's Plosser speaks. 09:30 Fed's Hoenig speaks. 11:15 Fed's Fisher speaks at Atlanta Fed Conference. 13:20 Fed's Bullard speaks at Atlanta Fed Conference. 16:15 Fed's Lacker speaks at Atlanta Fed Conference. Trades Ex-dividend: CRS $0.18, CSX $0.24, DOV $0.275, TEG $0.68, MDP $0.23, TAP $0.28, TWX $0.213, UNP $0.33, VIA $0.15.
Earnings
Before the Open: CAS, AER, AMT, AWI, BZH, BWEN, BAM, CNK, CEP, CVH, XTEX, DISH, SATS, ELMG, ETM, FIG, FWLT, FCN, IAG, LLNW, MSG, MIR, NVAX, NWN, CHUX, PXP, SOL, RSTI, TTI, THS, VTR, YRCW.
Thursday, November 4, 2010
BAC looks lower if through 11.69
CONFERENCES: BANCANALYSTS ASSOCIATION OF
BOSTON CONFERENCE - 11/4/10 (2 DAY CONFERENCE)
Nov 4 at 06:59
Profile hits: NONE
11/4/10 (2 DAY CONFERENCE)
Managers: BancAnalysts Association of Boston
Location: Langham Hotel
City: Boston
State: MA
Program: 8:55am
WFC
9:40
JPM
10:40
BAC
11:25
Today's Calender
Thursday, November 04, 2010
Economic
08:00 Bank of England Rate Decision
08:30 Preliminary Q3 Nonfarm Productivity, Q3 Unit Labor Costs, Initial Jobless Claims, Continuing Claims
08:45 ECB Interest Rate Decision
10:30 Natural Gas Inventories
13:00 US Treasury's 10-year TIPS auction
Events
BOJ Rate Decision. Same-store sales before the open. 08:00 FDA Gastrointestinal Drugs Advisory Committee Meeting. Trades Ex-dividend: AMP $0.18, ETN $0.58, HCP $0.465, HCN $0.69, NBL $0.18, PFE $0.18, GWW $0.54, WABC $0.36.
Earnings
Before the Open: ABMD, ABVT, AYR, ATK, ALY, ANSS, APA, ARCC, ATRO, AUXL, BDX, BXC, BR, BRNC, CVC, CNQ, CBOE, CBEH, CBR, CIR, CCOI, CNSL, COT, CRY, DNR, DGIT, DLR, DTV, RDEN, ENP, ENG, NPO, EXH, RAIL, FTO, FSYS, FNDT, GEOI, GPOR, HEES, HNT, HOC, HOS, HUN, IPCC, ISPH, IFF, KOP, KRA, KSWS, LB, LAMR, LXP, LIOX, LFUS, LIZ, MAC, HZO, MPW, PCS, MF, MINI, LABL, MWIV, NNBR, NRF, NRG, ZEUS, OMG, OWW, ORN, PEI, PRFT, PCG, PDC, POL, PBH, PDE, ROLL, RGLD, RTIX, SMG, SNI, SIRI, SMBL, SUG, SEP, SU, SHO, SFY, SXCI, SMA, TKLC, TDS, TDC, TGH, TICC, TBL, TWC, USPH, UPL, USM, VRX, WPI, WCG, WNR, WWE, WXS, ZBRA. After the Close: ATVI, ADUS, ABCO, AIRM, ALIM, AWH, ALTH, ALJ, AMSF, AMKR, AHS, AMLN, WTR, AGO, ATML, BEBE, NILE, SAM, BRS, CPT, CBS, CEC, CEDC, CF, CLD, CSA, COGO, COHR, CCIX, CPNO, CRTX, CROX, DVA, DPM, DXCM, DLB, BAGL, EBS, ESC, ERII, ERES, EXEL, EZPW, FFG, FMD, FLR, FLY, FTEK, GNMK, GXDX, GTEC, GCOM, GRM, HAIN, HANS, HT, HOKU, HME, ZINC, IDSY, ICFI, IKAN, INSP, INWK, INAP, IRF, ISIS, JAZZ, JDSU, KOG, KFT, LYV, LPSN, LOCM, LMNX, MCHX, MED, MMSI, MTD, MCHP, MAA, MHK, MOVE, MFLX, NFG, NAVG, N, EGOV, OMPI, OIS, ORCC, MALL, PKI, PMC, POWR, PRO, PSA, RNWK, RRGB, RSG, RSCR, RBCN, RDK, SONE, SD, SAPE, SVNT, SEM, SWKS, BID, SRSL, SBUX, TK, TSYS, TS, TSO, TTMI, UEIC, YSI, VSAT.
Wednesday, November 3, 2010
Today's Calendar
Wednesday, November 03, 2010
Economic
07:30 US Oct Challenger Job Cuts
08:30 US Oct ADP Employment Change
09:00 US Treasury quarterly financing announcement
10:00 US ISM Non-Manufacturing, Sept Factory Orders
10:30 DoE Crude Oil/Gasoline/Distillate Inventories
14:15 FOMC Rate Decision
Events
US Oct Auto Sales. Same-store sales after the close. 07:00 MBA Mortgage Applications. 08:00 Joint Meeting of the FDA Peripheral and Central Nervous System Drugs Advisory Committee and the Drug Safety and Risk Management Advisory Committee. Trades Ex-dividend: EQT $0.22, FE $0.55, INTC $0.158, NSC $0.36, PBR $0.165, SUNH $0.17, BA $0.42.
Earnings
Before the Open: AET, AGU, ARE, ANR, ALVR, ASCA, AOL, ABFS, LSE, CTL, XEC, CWEI, CLH, CWH, CGX, CVS, DVN, DXYN, DM, EP, EPB, FSS, FCH, GRMN, GEL, WOLF, HPY, H, IRC, JRCC, KNOL, LINC, MDCI, MGM, TAP, NGS, NEWS, OIIM, PRX, PKD, PQ, PHM, QLTI, Q, RRI, RRD, SBGI, SKYW, SE, TRK, SPW, STE, TDW, TWX, GTS, TRW, WRES, WLP, WLK. After the Close: ALNY, DOX, AMMD, AWK, ATO, CAR, BMR, BBBB, CELL, CHSI, CRA, CRL, CHK, CHDN, CBB, CLRT, COGT, CXO, CNW, CXW, CVD, TRAK, DK, EDMC, EQY, ESS, EXLS, FARO, FRT, FRPT, IT, GNK, BGC, ROCK, GIVN, GCA, GLBL, GDP, HNSN, HCN, HIL, HURN, NSIT, TEG, IPI, JJSF, JCOM, KAR, KCP, KIM, KGC, KRG, LBTYA, MMLP, MTZ, MSSR, MEAS, MELI, MPWR, MUR, NABI, NCIT, ONNN, ONXX, OPNT, PACR, PZZA, PRE, PVA, PAA, PPO, PRA, PL, PRSC, PRU, QLIK, QCOM, QLTY, QNST, REG, RKT, SWIR, SIMO, SMSI, SLH, STAN, STLY, TTEC, TX, THQI, TWTC, RIG, TRLG, UNTD, VCLK, VRSK, VTAL, VOLC, WBMD, WES, WFMI, AUY.
Tuesday, November 2, 2010
Monday, November 1, 2010
Barron's Recap
BARRON`S COVER Bears, Beware! - America`s money managers say stocks are
cheap and the economy will keep
11/01 | 05:25 | Q-MSFT | FW | There simply isn't a cheaper big tech stock than Microsoft, Barron's reports
11/01 | 05:24 | N-HPQ | FW | HP, Cisco, Oracle continue to 'chase the cloud', Barron's reports
11/01 | 05:22 | N-PAG | FW | Penske Automotive shares look ready to "race", Barron's reports
11/01 | 05:21 | N-RSH | FW | RadioShack shares look cheap, Barron's reports
11/01 | 05:20 | N-BRK | FW | Todd Combs to be put to the "Buffett test", Barron's reports
11/01 | 05:18 | N-JPM | FW | A leveraged way to play an out-of-favor group, Barron's reports
11/01 | 05:14 | N-MRK | FW | Merck faces numerous unknowns, Barron's reports
cheap and the economy will keep
11/01 | 05:25 | Q-MSFT | FW | There simply isn't a cheaper big tech stock than Microsoft, Barron's reports
11/01 | 05:24 | N-HPQ | FW | HP, Cisco, Oracle continue to 'chase the cloud', Barron's reports
11/01 | 05:22 | N-PAG | FW | Penske Automotive shares look ready to "race", Barron's reports
11/01 | 05:21 | N-RSH | FW | RadioShack shares look cheap, Barron's reports
11/01 | 05:20 | N-BRK | FW | Todd Combs to be put to the "Buffett test", Barron's reports
11/01 | 05:18 | N-JPM | FW | A leveraged way to play an out-of-favor group, Barron's reports
11/01 | 05:14 | N-MRK | FW | Merck faces numerous unknowns, Barron's reports
Today's Calendar
Monday, November 01, 2010
Economic
08:30 US Sept Personal Income, Personal Spending, PCE Core
10:00 US Oct ISM Manufacturing, ISM Prices Paid, Sept Construction Spending
11:00 US Treasury's 10-year TIPS announcement
15:00 US Treasury quarterly financing estimates
Events
Trades Ex-dividend: ATR $0.18, GLP $0.495.
Earnings
Before the Open: ACOR, ASF, AEIS, ACV, ALR, AGN, ANAD, AAWW, BHI, CCC, CNL, CNA, CTSH, CTB, GLW, DW, ENDP, RE, HAE, HUM, ICE, IBI, IPGP, JKS, KSP, L, MCY, MNTA, ONB, PTV, SNH, SPG, TSTY, WRI, WL. After the Close: AIMC, AFG, APC, AXS, BEXP, BKD, CKEC, CGNX, CRK, CCUR, EXBD, CUTR, PROJ, DEPO, PLOW, DCO, DXPE, ESLR, EXTR, FN, FST, FELE, GUID, HGIC, HLF, HTCH, ININ, IVAC, KAMN, KFRC, KND, LF, LHCG, MIG, WFR, MSPD, MRT, NTRI, PRXL, PKY, PNSN, HK, PPS, PFG, PSB, RBC, ROG, RTEC, SANM, SKH, STXS, SUMR, SYKE, TMRK, TXRH, TNS, VMC, WINN, WMS.
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