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Goldman Adds Abercrombie & Fitch To Conviction-Buy List
Monday, December 6, 2010 - 10:48am | 186Goldman sees major upside to consensus for Abercrombie & Fitch (NYSE: ANF), as a breakdown of estimates between domestic and international suggests only modest comp growth and <30bps of domestic gross margin upside is assumed for both. This is well below the gains we saw in the mid-2000s....
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SunPower Explores Opportunities in Italy - Analyst Blog
Monday, December 6, 2010 - 10:47am | 694SunPower Corp. (SPWRA) is steadily progressing with its Italian ventures, as evident from its deal with E.ON Climate and Renewables Italia Solar Srl as well as the financing agreements signed in Italy. The E.ON Deal SunPower recently entered into a deal to design and build a 3.4-megawatt...
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Company News for December 6, 2010 - Corporate Summary
Monday, December 6, 2010 - 10:43am | 859• Rio Tinto (NYSE: RIO) is reported to be in talks with a possible $3.2 billion offer in the works for Australian Riverdale Mining • Barron's wrote favorably on Big Lots (NYSE: BIG) on valuation merits after last week's earnings miss • According to All Things Digital, talks between Google (NASDAQ:...
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Company News for December 6, 2010 - Corporate Summary
Monday, December 6, 2010 - 10:21am | 859• Rio Tinto (NYSE: RIO) is reported to be in talks with a possible $3.2 billion offer in the works for Australian Riverdale Mining • Barron's wrote favorably on Big Lots (NYSE: BIG) on valuation merits after last week's earnings miss • According to All Things Digital, talks between Google (NASDAQ:...
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A Coca-Cola (NYSE:KO) LEAPS Short Strangle Trade
Monday, December 6, 2010 - 9:55am | 1802An investor may be expecting reduced volatility in Coca-Cola (NYSE:KO), as evidenced by a large options trade that crossed the tape early Thursday. In the past year, KO has traded in a range between roughly $49.50 and $65 (and is near the top of this range currently). A volatility trader may be...
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Goldman Sachs Removes CHS From Conviction Sell List; Maintains Sell Rating
Monday, December 6, 2010 - 9:34am | 107Goldman Sachs said that while it initially added Chico's FAS, Inc. (NYSE: CHS) to the Conviction Sell list “as we were skewing exposure toward defensive/late cycle names,” GS has removed it from the list given a healthier than expected sector backdrop. “We maintain our Sell rating as we continue to...
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Goldman Sachs Upgrades American Eagle, Abercrombie and Fitch, Aeropostale
Monday, December 6, 2010 - 8:48am | 106Goldman Sachs today updated ratings on teen retailer stocks including Abercrombie and Fitch (NYSE: ANF), American Eagle Outfitters (NYSE: AEO), and Aeropostale (NYSE: ARO). Abercrombie and Fitch was Upgraded from Buy to CL-Buy and Goldman's Price Target on the stock jumped from $52 to $70. American...
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Talbots To Report 3Q Earnings On 12/7
Monday, December 6, 2010 - 8:04am | 164Citigroup has published a research report on Talbots, Inc. (NYSE: TLB) in anticipation of the company reporting its 3Q earnings tomorrow, December 7. In the report, Citigroup writes "TLB finishes up the Softlines earnings calendar when it reports 3Q10 EPS on Tuesday morning (12/7). Sales trends for...
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Hot Topic's Negative Comps Better - Analyst Blog
Friday, December 3, 2010 - 6:00pm | 527Hot Topic Inc. (HOTT), a shopping mall-based specialty retailer, remained in the red with same-store sales sliding 2.1% in November 2010. This marked the 19th consecutive month of falling same-store sales. However, the drop in same-store sales narrowed considerably from a decline of 11.7%...
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Hot Topic's Negative Comps Better - Analyst Blog
Friday, December 3, 2010 - 5:47pm | 527Hot Topic Inc. (HOTT), a shopping mall-based specialty retailer, remained in the red with same-store sales sliding 2.1% in November 2010. This marked the 19th consecutive month of falling same-store sales. However, the drop in same-store sales narrowed considerably from a decline of 11.7%...
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Employment Report In-Depth (pt. 1) - Analyst Blog
Friday, December 3, 2010 - 4:30pm | 3298@font-face { font-family: "Arial"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }The economy added a total of 39,000 jobs in November. That is far...
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Employment Report In-Depth (pt. 2) - Analyst Blog
Friday, December 3, 2010 - 4:30pm | 4047(Note: This article is a continuation from "Employment Report In-Depth [pt. 1].") Long-Term Unemployment Long-term unemployment is a very different experience than short-term unemployment. It is not just an unplanned vacation, it is an existential treat to your standard of living. When you lose...
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Employment Report In-Depth (pt. 2) - Analyst Blog
Friday, December 3, 2010 - 4:19pm | 4047(Note: This article is a continuation from "Employment Report In-Depth [pt. 1].") Long-Term Unemployment Long-term unemployment is a very different experience than short-term unemployment. It is not just an unplanned vacation, it is an existential treat to your standard of living. When you lose...
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Employment Report In-Depth (pt. 1) - Analyst Blog
Friday, December 3, 2010 - 4:08pm | 3298@font-face { font-family: "Arial"; }@font-face { font-family: "Cambria"; }p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: "Times New Roman"; }div.Section1 { page: Section1; }The economy added a total of 39,000 jobs in November. That is far...
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These 4 Stocks are a Shoe-In - Investment Ideas
Friday, December 3, 2010 - 1:06pm | 897There has been plenty of speculation about how holiday sales will turn out this year, but if recent trends in sales and consumer confidence are any indication, it could be a better showing than many analysts had recently expected. One of the most encouraging developments we have seen over the last...