-
Hedge Fund Titan John Paulson Bullish on Bonds ... Equities Not Too Shabby Either; Inflation Concerns Remain
Wednesday, December 9, 2009 - 12:15pm | 1342John Paulson... super bull? Goodness. To some degree I find "whale watching" a bit overrated, but after being the most obvious winner of the mortgage meltdown, and then piling into gold ahead of a huge run ... Paulson's moves are watched by the investment world very closely. One of the hottest...
-
Volatility Seller in Comcast
Tuesday, December 8, 2009 - 12:57pm | 122Comcast (NASDAQ: CMCSA), who recently purchased NBC Universal from General Electric (NYSE: GE) is receiving a large option sale this morning in an action reminiscent to the recent call on Yahoo’s Vol by Goldman. One trader is selling the $20 straddle in Jan 2011 in an effort to call a top (or at...
-
Top 5 Mid-Cap NASDAQ Stocks with Highest Cash (ETFC, LCAPA, PBCT, FITB, DISH)
Tuesday, December 8, 2009 - 9:42am | 173Below are interesting mid-cap stocks on the NASDAQ with highest cash. E*TRADE Financial Corporation (NASDAQ: ETFC) has $7.57 billion in cash on its balance sheet. ETFC’s market capitalization is $3.13 billion. Citigroup upgraded ETFC from “hold” to “buy.” Liberty Media Capital (NASDAQ: LCAPA) has $...
-
Barron’s: Insider Stock Transactions
Monday, December 7, 2009 - 3:13pm | 227For the week ended 30 November 2009, the following were insider purchases: 100,000 shares in DirecTV (NASDAQ: DTV), 91,500 shares in Werner Enterprises (WERN), 100,000 shares in Zions Bancorporation (NASDAQ: ZION), 30,500 shares in Rofin Sinar Technologies (NASDAQ: RSTI), 2,774,306 shares in Fusion...
-
Promising Stocks By Putnam Voyager (PVOYX) Fund Manager
Monday, December 7, 2009 - 1:32pm | 387Nick Thakore, Fund Manager at Putnam Voyager Fund (NASDAQ: PVOYX) believes in diversifying his portfolio for better risk management. During the market meltdown, he added Apple {NASDAQ: AAPL) that got down to just below 80 in January. At that level, 40% of Apple's market value was in cash. The stock...
-
Barron’s Picks The Best Of Putnam Voyager Fund: Qualcomm (QCOM), Aflac (AFL) and DirecTV (DTV)
Monday, December 7, 2009 - 1:03pm | 118Qualcomm, Inc. (NASDAQ: QCOM), Aflac Inc (NYSE: AFL) and DirecTV (NASDAQ: DTV) are the best picks, according to Putnam Voyager Fund. The rationale offered is that Qualcomm is expected to report a 30% and above earning-growth for the next couple of years. Aflac has grown operating earnings per...
-
Barron’s Says Comcast (CMCSA) A Bargain Buy, Pending Its Acquisition Of NBC Universal
Monday, December 7, 2009 - 11:42am | 103Comcast Corporation (NASDAQ: CMCSA) announced that it is acquiring NBC Universal from General Electric Company (NYSE: GE). Barron’s noted that a deal has been engineered to enhance Comcast's investment appeal sharply. The deal creates a joint venture that will be 51% owned by Comcast and will be...
-
Keep An Eye On Large-Cap Quality With This ETF (PWV)
Monday, December 7, 2009 - 2:37am | 186If you're looking to add some large cap exposure to your portfolio with an ETF, the ETF Professor suggests taking a look at the PowerShares Dynamic Large Cap Value ETF (NYSE: PWV). PWV's top holding is Goldman Sachs (NYSE: GS) at 3.69% of assets and other top holdings include high-quality names...
-
Wells Fargo (WFC) Issues Outperform Rating For Comcast Corporation (CMCSA)
Friday, December 4, 2009 - 3:16pm | 85Wells Fargo (NYSE: WFC) issued Outperform rating for Comcast Corporation (NASDAQ: CMCSA), after the company announced its plan to acquire 51% of NBCU for over $14 billion. Wells Fargo noted that the deal makes strategic sense for Comcast as it will gain a controlling stake in NBCU and will be able...
-
Capital Redeployment Key Issue For General Electric (GE)
Friday, December 4, 2009 - 3:12pm | 160Deutsche Bank’s (NYSE: DB) company update on General Electric (NYSE: GE) reiterated its HOLD call, while noting that the NBC Universal (NYSE: GE) stake sale is in line with GE’s strategy. The deal with Comcast (NASDAQ: CMCSA) gives GE the right to exit in equal installments and the JV’s capacity to...
-
Morgan Stanley (MS) Finds Media Industry Prospects Attractive
Friday, December 4, 2009 - 3:05pm | 169Morgan Stanley Research’s (NYSE: MS) assessment of November ratings showed that broadcast was down 9% of primetime basis and cable ratings were down 5.4% on a total day basis. Season to date ratings are trending slightly below guarantees, but such guarantees are at times sold on different demos...
-
Benzinga’s Top Downgrades (TTWO, CMCSA, AKS, NFLX, SWHC, FE)
Friday, December 4, 2009 - 10:50am | 219Take-Two Interactive Software, Inc. (NASDAQ: TTWO) has declined 33% to $7.29 on 4.98 million shares in the morning trading hours after Piper Jaffray downgraded TTWO to Neutral from Overweight. Comcast Corporation (NASDAQ: CMCSA) has gained 0.63% to $16.01 on 52K shares. Today, Credit Suisse...
-
G.E. (GE) Announces That Comcast (CMSA) Will Get NBC
Friday, December 4, 2009 - 9:22am | 131The General Electric Company (NYSE: GE) announced after nine months of grueling talks that NBC Universal would go to Comcast Corporation (NASDAQ: CMCSA). Comcast is the largest cable operator in the US. The deal valued NBC Universal at $30 billion, with GE owning 49% and Comcast the remaining...
-
Comcast (CMCSA) On An Upward Trajectory
Thursday, December 3, 2009 - 6:04pm | 304After a long period of uncertainty, Comcast (NASDAQ: CMCSA) has finally hit the turning point with the successful completion of the NBC deal. This acquisition will increase free cash flow for Comcast and higher FCF is expected to increase the valuation. Increased dividend and share buyback plans...
-
Fitch Outlook For Media Industry Is Stable
Thursday, December 3, 2009 - 4:34pm | 129Fitch Ratings said its outlook for the media and entertainment industries is stable now that the worst of advertising downturn appears to be behind the industry, but other broader economic risks still remain a concern. Fitch has ratings on 20 media firms including CBS (NYSE: CBS), Disney (NYSE: DIS...