| Fri, Jun 06, 2008 |
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Weekly Mergers & Acquisitions Report
XM Satellite Radio (XMSR) - SIRIUS Satellite Radio (SIRI), BCE, Inc. (BCE) - Teachers Private Capital, Frontier Pacific Mining Corp (FRP) - Eldorado Gold Corp (ELD), Ansoft Corp. (ANST) - Ansys, Inc. (ANSS)
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| Thu, Aug 09, 2007 |
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Insider Guide to Buying the Pullback, Part II
Given the big volatility in a market that seems to change mood by the hour, it's clear that investors are uncertain, to say the least. But insiders have little doubt about what to do.
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Insiders Corner with...
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| Fri, Aug 03, 2007 |
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Fast Money Recap & Review
Google Phone?
The Wall Street Journal
reported today that Google is spending big money on developing a mobile phone. Jim Goldman told the crew that Google Inc. (NASDAQ:GOOG) is earmarking over $100 million for this project and hiring 200 engineers. Google also hired the guy who invented the Sidekick. Goldman isn't so sure that Google will actually make a phone comparing the idea to Microsoft Corporation (MSFT) building a PC. Goldman says if Google decides to bid on the wireless spectrum then consumers would get a free phone, free access to the web and free phone calls. Goldman says that mobile advertising is a $65 million market. Goldman thinks the trade here is Google will be a leader in wireless software. Eric Bolling think that will happen but he doesn't see a trade in this.
America's Aging Infrastructure
The bridge collapse tragedy in Minneapolis raises concerns over the aging infrastructure in the U.S. Is the rational reaction to buy infrastructure stocks off this news like Fluor Corporation (FLR) and Foster Wheeler Ltd. (FWLT)? Guy Adami thinks if you're an investor you should own these stocks regardless. Eric Bolling would own these stocks for global growth. Bolling also like Meadowbrook Insurance Group Inc. (MIG) which is a play on toll roads. Jeff Macke likes Exponent Inc. (EXPO) which specializes in consulting for architectural engineering and they specialize in analyzing catastrophes.
Tech Tidal Wave
Market players seem to be positioning in tech stocks for a spending tidal wave. The Hewlett-Packard Company (HPQ) was up 3% and Cisco Systems Inc. (CSCO) was up 4%. Pete Najarian made bullish comments on Juniper Networks Inc. (JNPR), Cisco Systems (CSCO) and Sun Microsystems Inc. (SUNW). Guy Adami also likes Dell Inc. (DELL) and Eric Bolling would buy International Business Machines Corporation (IBM). Jeff Macke likes CSCO. Collectively the guys like HPQ.
CEO Interview
Happy 52-week to Allergan Inc. (AGN)
Sea Change
A new growing trend in travel is upon us with the private jet. Private jet travel is up 40% since 2002 due to companies like Blue Star Jets which is making the experience cheaper. Blue Star Jets is growing at over 30% a year doing $200 million in sales. Guy Adami says if you want to play this trend and make the fast money buy General Dynamics Corporation (GD), Textron Inc. (TXT), Rockwell Collins Inc. (COL), Embraer-Empresa Brasileira de Aeronautica S.A. (ERJ). Pete Najarian thinks the play off this is Morton's Restaurant Group Inc. (MRT) Tiffany & Co. (TIF) and Allergan Inc. (AGN), which make products for the rich who fly on these jets.
Pops and Drops
POPS-The9 Limitd (NCTY) traded up 11% today on strong demand for role-playing games in China. Guy Adami thinks it goes higher. Beazer Homes USA Inc. (BZH) was up 14% as the hedge fund Citadel doubled its position in the builder. Eric Bolling would stay out the stock is garbage. Las Vegas Sands Corp. (LVS) was up 8% today on bullish growth at the Macao casino. Eric Bolling called Macao the real deal stay with it. Pharmion Corporation (PHRM) exploded higher by 58% today after positive results of a phase 3 leukemia drug. Pete Najarian says the end isn't over. Dolby Laboratories Inc. (DLB) was up 13% after beating street estimates. Guy Adami says you can't stop the digital revolution.
DROPS- The Clorox Company (CLX) traded down 7% on poor bleach sales. Pete Najarian said he mis-read it and blame Merrill Lynch. LeapFrog Enterprises Inc. (LF) fell 16% on the China toy scare. Jeff Macke sees no opportunity in this stock. Nortel Networks Corporation (NT) was down 6% after the company cut profit forecasts. Guy Adami says guidance was terrible, but own it down to $19 with a stop for a trade. Getty Images Inc. (GYI) plunged 19%. Jeff Macke thinks its a round trip to grimville. Callaway Golf Company (ELY) fell 6%. Pete Najarian says the stock is done without Tiger Woods. Guy Adami gave kudos to
Barrons
for a July 25th article that said take profits on ELY. Jeff Macke said buy it now they are sand-bagging next quarter.
Final Trade
Pete Najarian would buy Juniper Networks Inc. (JNPR) before Cisco's earnings. Jeff Macke would get long Callaway Golf Company (ELY) on pullbacks. Eric Bolling and Guy Adami had no stock picks.
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Madd Money
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| Thu, Aug 02, 2007 |
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A Half Dozen Stocks Insiders Say You Should Buy in This Pullback
Pssst...Insiders are saying it's safe to go back in the water. While investors panic about how far damage from sub-prime loan problems will spread through the financial sector and the economy, a new optimism among insiders tells me the overall damage won't be too bad.
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Insiders Corner with...
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| Mon, Jul 16, 2007 |
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Through The Fly's Eyes: IPO & Syndicate Preview
from Joseph Lazzaro of Theflyonthewall.com
Wall Street's equity market gets back into gear this week with a solid slate, including 10 IPOs and 7 Secondaries on the docket.
Those deals tentatively scheduled to price include:
IPOs:
Mid-week
ImaRx Therapeutics (IMRX), a 3M-Share IPO for the vascular medicine company. Maxim Group is the lead manager. Filing range: $6.50-$7.50.
Wednesday
Dice Holdings (DHX), a 16.7M-share IPO for this web career sites company. Credit Suisse, Morgan Stanley, and JP Morgan Chase are the lead managers. Filing range $11.00-$13.00.
Encore Bancshares (EBTX), 1.97M-Share IPO for this savings & loan holding company. Keefe, Bruyette & Woods is the lead manager. Filing range: $20.00-$22.00.
Semgroup Energy Partners LP (SGLP), a 12.5M-share IPO for this oil & gas MLP. Citigroup and Merrill Lynch are the lead managers. Filing range: $19.00-$21.00.
Thursday
Limco-Piedmont (LIMC), a 4M-share IPO for this aerospace services company. Oppenheimer is the lead manager. Filing range: $9.50-$11.50.
MF Global (MF), a 97.38M-share IPO for this trading services company. Citigroup, JP Morgan Chase, and Lehman Brothers are the lead managers. Filing range: $36.00-$39.00.
Netezza (NTZA), a 9M-share IPO for this data warehousing company. Credit Suisse and Morgan Stanley are the lead managers. Filing range: $9.00-$10.00.
Friday
Airvanna (AIRV), an 8.3M-share IPO for wireless networks company. Morgan Stanley and Lehman Brothers are the lead managers. Filing range: $8.00-$10.00.
Hhgregg (HGG), a 9.375M-share IPO for this retail electronics company. Credit Suisse and Lehman Brothers are the lead managers. Filing range: $15.00-$17.00.
Orbitz Worldwide (OWW), a 34M-share IPO this web travel services company. Morgan Stanley, Goldman Sachs and Lehman Brothers are the lead managers. Filing range: $16.00-$18.00.
Secondaries:
Mid-week
Gatehouse Media (GHS), a 17M-share Secondary for this newspaper chain. Goldman Sachs, Wachovia and Morgan Stanley are the lead managers.
Tuesday
Bancolombia (CIB), a 13.043M-share Secondary for this savings & loan holding company. UBS Investment and Merrill Lynch are the lead managers.
Wednesday
Clinical Data (CLDA), a 3M-share Secondary for this medical devices company. Bear Stearns is the lead manager.
StealthGas (GASS), a 6M-share Secondary for this LPG transportation company. Citigroup and Cantor Fitzgerald are the lead managers.
Thursday
Meadowbrook Insurance Group (MIG), a 7.25M-share Secondary for this property and casualty insurance company. KeyBank Capital Markets is the lead manager.
Friday
American Supersonducter (AMSC), a 4.7M-share Secondary for this power equipment company. Jefferies and Needham are the lead managers.
Morgans Hotel Group (MHGC), a 14M-share Secondary for this hotel company. Morgan Stanley and Merrill Lynch are the lead managers.
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For the latest market intelligence on IPOs, Syndicate, and after-market trades, check out The FLY Syndicate at www.theflyonthewall.com. [Subscription required.]
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Theflyonthewall.blog
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