Comment & Analysis |
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S&P Picks and Pans: Deere, Freddie Mac, Applied Materials, IAC/InterActiveCorp [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
Analysts' opinions on stocks in the news Wednesday
Investors Unimpressed by New Nissan Plan [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
The carmaker's stock price is unchanged in Tokyo trading after CEO Ghosn unveils a business plan far less ambitious than in the past
Another Shakeup at Samsung [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
A new CEO is anointed to head the Korean tech giant in the wake of Chairman Lee Kun Hee's exit. Is this real change -- or seatwarming for Lee's son?
European Stocks Finish Mostly Higher
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
A roundup of Wednesday's action on major European exchanges
European Movers: BHP Billiton, EADS, Deutsche Post [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
Plus more European stocks making headlines in Wednesday's market
Clinton Faces Debt Challenge [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
Her Presidential primary campaign owes some $20 million. If Hillary ultimately loses, the source of funds she'll use to pay the debt is unknown
Analyst Actions: Whole Foods Market, Staples, Evergreen Solar
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
GOLDMAN CUTS ESTIMATES, TARGET FOR WHOLE FOODS MARKETGoldman Sachs analyst Simeon Gutman says Whole Foods Market's [] results indicate its business is in transition as Oats integration costs fully ramp up. He says second quarter EPS $0.01 below his and consensus estimates and the shortfall occurred despite pre-opening expenses being $9 million lower than expected due to fewer new store openings-- Oats spending simply that much higher.Gutman notes identical store sales [ID] slid to +5.1% vs. initial second quarter run rate of +6.9%; takes 2-year average ID to approximately 9.5%, nearly 400 basis points of sequential deceleration from the first quarter. He says it appears that the macro-environment is, for first time in recent memory, adversely impacting sales.He cuts $1.24 fiscal year 2008 [September] EPS estimate to $1.20, $1.67 for fiscal year 2009 to $1.65. He cuts his 12-month target price of 45 to 39. He keeps a neutral opinion on the stock.JEFFERIES UPGRADES STAPLES TO BUY FROM HOLDOn May 13, Corporate Express [] reportedly rejected Staples' [] raised bid of 8 per CXP Ordinary share, but agreed to talk. Jefferies analyst Daniel Binder says the odds of getting the deal done rose dramatically yesterday, but he thinks SPLS may have to offer 8.50 a share to get it done.Binder says benefits of the acquision include domestic market share in delivery, possible dramatic margin improvement, elimination of a big aggressive competitor, expanded footprint in Europe, and a presence in Australia. He says he's still cautious on core SPLS business, but thinks a combination would provide significant EPS upside over the next two years; worst case, strong downside protection from current levels.He raises 20-22 price target for Staples to 28.JEFFERIES UPGRADES EVERGREEN SOLAR TO BUY FROM HOLDJefferies analyst Paul Clegg says Evergreen Solar [] continues to take risk out of its story through strong execution. He notes the company's U.S.-based Devens facility construction and development appears to be on track. He says ESLR already has 100% of silicon needs for its full expansion through 2012 locked in. He believes the company's efforts to perfect the next generation of quad ribbon technology have been fruitful.Clegg notes recent consolidation of ESLR shares. He believes concerns regarding the company's capital needs and related potential revisions to estimates are reflected in the stock price.He still sees $0.34 2008 loss per share and $0.31 2009 EPS. He keeps 10 price target on the stock.
Movers: Deere, Freddie Mac, Macy's, Whole Foods, Applied Materials [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
Wednesday's stocks in the news
Money Shines on Israeli Solar Startup [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
Luz II has raised $115 million from the likes of Google and BP to speed the delivery of electricity generated by solar-thermal plants
Stocks End Higher on Inflation Data [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
A lower than expected increase in consumer prices, strength in retail stocks and an easing of credit conditions pushed equities higher Wednesday
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Can HP Whip EDS into Shape?
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Facebook's Big Facelift [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Want to Be an MBA Journal Writer? [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Brad Grey, Paramount's Comeback Kid?
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Verizon Snubs Google's Platform [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Inflation: A Temporary Reprieve in April [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
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BusinessWeek Online]
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Why Twitter Matters [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Stocks: Playing the Trade-Down Trend
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Israeli Tech Sends Mixed Messages [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Franklin Resources: A Wealthy and Wise Buy [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Oil Traders Draw Congress' Ire [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
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BusinessWeek Online]
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IBM's Answer to the Food Crisis
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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McDonald's Specialty Coffee Kick [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Hotel Rooms by Design [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Icahn: Ready to Pounce on Yahoo [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Footwear Stocks: Starting to Stumble?
- Thu 15 May, 01:27 PM
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BusinessWeek Online]
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Socially Responsible Funds Hang Tough [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Facebook's New Friends Abroad [at BusinessWeek Online]
- Thu 15 May, 01:27 PM
[
BusinessWeek Online]
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Wal-Mart Q1 Earnings Up 6.9% [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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China Quake Won't Shake Economy [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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S&P Picks and Pans: HP, EDS, Wal-Mart, Sirius Satellite, Staples, Toll Brothers
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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European Movers: Credit Agricole, Finmeccanica, Corporate Express [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Airbus Confirms Further A380 Delay [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Girl Scouts: Creating 21st Century Leaders
- Wed 14 May, 01:27 PM
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BusinessWeek Online]
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What's Safe to Ask During an Interview? [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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High Tech Puts Israel in the Black [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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HP and EDS Try a Tieup [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
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BusinessWeek Online]
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Analyst Actions: Lehman Brothers, Nxstage Medical, Western Refining, Kenexa
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Movers: Yahoo, EDS, HP, Wal-Mart, Fluor, Warnaco, Canadian Solar [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Raikes Will Run the Gates Foundation [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Governance Lessons from Silicon Valley [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Stocks End Mixed
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Belfast David Takes On Tech Goliaths [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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The Reason Behind High Oil Prices [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Farm Subsidies Are the Real Culprit [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Subprime City Confidential: May 13, 2008 [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Oil's Murky Math
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Inflation Gnaws at Pet Food Companies [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Sprint: Still a World of Pain [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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Homex: Where the Growth Is [at BusinessWeek Online]
- Wed 14 May, 01:27 PM
[
BusinessWeek Online]
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