Zacks Investment Research - Analyst Blog back issues from September 2008:
Interactive Brokers Adjusted - Analyst Blog
Sep 02, 2008; ...Interactive Brokers Adjusted - Analyst BlogInteractive Brokers Group's ( IBKR ) second quarter diluted earnings of $0.44 per share (down 33.3% sequentially, but up 57.1% compared to the prior-year quarter) were ...
Transocean Spreading Wider - Analyst Blog
Sep 02, 2008; ...Transocean Spreading Wider - Analyst Blog We are maintaining our Buy recommendation on the world's largest offshore drilling contractor Transocean Inc. ( RIG ) shares following the company's solid operational ...
ENER Still a Speculative Buy - Analyst Blog
Sep 02, 2008; ...ENER Still a Speculative Buy - Analyst Blog We remain optimistic about Energy Conversion Devices, Inc.'s ( ENER ) long-term potential success in the high growth alternative energy industry, given increased ...
Guess?, but Don't Expect Surprises - Analyst Blog
Sep 02, 2008; ...Guess?, but Don't Expect Surprises - Analyst BlogGuess, Inc. ( GES ) is scheduled to report second quarter results on September 3. We expect the company to have sales of $467 million and earnings per share of ...
Snap-on at a Very Nice Price - Analyst Blog
Sep 02, 2008; ...Snap-on at a Very Nice Price - Analyst BlogSnap-on, Inc. ( SNA ) has reported upside earnings surprises for ten consecutive quarters, which has caught the attention of earnings momentum investors. The management ...
DTS Premium Up Too High - Analyst Blog
Sep 02, 2008; ...DTS Premium Up Too High - Analyst Blog Increasing demand for DTS, Inc.'s ( DTSI ) technologies in emerging applications such as cars and PCs augur well for the company's earnings growth. The company is also ...
Coke Soft Drink Market Soft - Analyst Blog
Sep 02, 2008; ...Coke Soft Drink Market Soft - Analyst Blog The maturing carbonated beverages category has resulted in the Coca-Cola Enterprises, Inc. ( CCE ) management announcing a strategic restructuring program emphasizing ...
Calif Pizza Kitchen Still a Hold - Analyst Blog
Sep 02, 2008; ...Calif Pizza Kitchen Still a Hold - Analyst Blog We expect California Pizza Kitchen ( CPKI ) to continue suffering declining traffic, deleveraging of its rent expense, and shrinking return on equity throughout ...
Caterpillar Prettier Long-Term - Analyst Blog
Sep 02, 2008; ...Caterpillar Prettier Long-Term - Analyst BlogCaterpillar Inc. ( CAT ) reported second quarter EPS of $1.74, above our expectations of $1.52, due to a lower share count, increased price realization and higher ...
Potash Still Considered Buyable - Analyst Blog
Sep 02, 2008; ...Potash Still Considered Buyable - Analyst BlogPotash Corp. ( POT ) has leverage in higher fertilizer application rates, higher crop plantings, increasing demand for biofuels and rising crop prices. The company ...
Linear Tech in a Straight Line - Analyst Blog
Sep 02, 2008; ...Linear Tech in a Straight Line - Analyst BlogLinear Technology Corporation ( LLTC ) is a leading OEM of analog and mixed signal semiconductors. June quarter revenue was in-line with consensus expectations, ...
Manpower Strength Continues - Analyst Blog
Sep 02, 2008; ...Manpower Strength Continues - Analyst BlogManpower, Inc. ( MAN ) exhibited strong earnings growth in 2006 and 2007. In the first two quarters of 2008, earnings exceeded expectations by a cumulative $0.14. Our ...
PartnerRe Attractively Priced - Analyst Blog
Sep 02, 2008; ...PartnerRe Attractively Priced - Analyst BlogPartnerRe, Ltd's ( PRE ) 2Q08 operating earnings of $183.8 million or $3.39 per diluted share were substantially ahead of our estimates. The results benefited from a ...
Tessera Tech's Nice Entry Point - Analyst Blog
Sep 02, 2008; ...Tessera Tech's Nice Entry Point - Analyst BlogTessera Technologies, Inc.'s ( TSRA ) advanced packaging technologies have industry-wide application. June quarter top-line results beat consensus estimates while ...
Gentiva Health's Neutral Outlook - Analyst Blog
Sep 02, 2008; ...Gentiva Health's Neutral Outlook - Analyst BlogGentiva Health Services, Inc. ( GTIV ) recently reported better-than-expected 2Q08 net income of $12 million (up 34% y/y), or EPS of $0.41, reflecting solid ...
Green Mountain Getting Steep - Analyst Blog
Sep 02, 2008; ...Green Mountain Getting Steep - Analyst Blog The management of Green Mountain Coffee Roasters, Inc. ( GMCR ) is implementing a growth strategy based on a multi-channel geographic penetration business model. The ...
Siliconware Margins Down - Analyst Blog
Sep 02, 2008; ...Siliconware Margins Down - Analyst BlogSiliconware Precision Industries Co., Ltd.'s ( SPIL ) results for the second quarter were worse than our estimates. We are discouraged to see capacity utilization falling ...
Colgate-Palmolive Costs High - Analyst Blog
Sep 02, 2008; ...Colgate-Palmolive Costs High - Analyst BlogColgate-Palmolive Co. ( CL ) has had a stellar long-term growth record. The company's tight financial controls and history of new product innovations coupled with ...
Kirkland's Up to Fair Value - Analyst Blog
Sep 02, 2008; ...Kirkland's Up to Fair Value - Analyst BlogKirkland's, Inc. ( KIRK ) reported better-than-expected results for the second quarter, beating on both the top and bottom lines. The company continues its turnaround ...
VRSN Warrants Some Skepticism - Analyst Blog
Sep 03, 2008; ...VRSN Warrants Some Skepticism - Analyst BlogVerisign, Inc. ( VRSN ) reported $303 million in revenues during Q2, up 17.1% y/y but down 14.4% q/q. Revenues from core business (Domain Names, SSL Certificates, and ...
Commerce Bancshares Pricey - Analyst Blog
Sep 03, 2008; ...Commerce Bancshares Pricey - Analyst BlogCommerce Bancshares, Inc.'s ( CBSH ) diluted operating earnings (excluding the gain on sale of a branch in southeastern Kansas) of $0.71 per share were in-line with our ...
Cyclacel Pharma in Early Cycle - Analyst Blog
Sep 03, 2008; ...Cyclacel Pharma in Early Cycle - Analyst BlogCyclacel Pharmaceuticals, Inc.'s ( CYCC ) lead pipeline candidate, CYC202, is being developed for the treatment of non-small-cell lung cancer. However, CYC202, as ...
Newmont Mining Sees Costs Rise - Analyst Blog
Sep 03, 2008; ...Newmont Mining Sees Costs Rise - Analyst BlogNewmont Mining Corp. ( NEM ) is one of the world's largest unhedged gold producers. Gold prices are skyrocketing due to higher demand, U.S. trade/budget/currency ...
Ball Corp. Looks to Get Rolling - Analyst Blog
Sep 03, 2008; ...Ball Corp. Looks to Get Rolling - Analyst BlogBall Corp. ( BLL ) reported 2Q08 EPS of $1.10, up 6.8% year-over-year, due to earnings growth in Metal Food & Household Products Packaging, Americas, segment and ...
Wendy's Finally Eaten Up - Analyst Blog
Sep 03, 2008; ...Wendy's Finally Eaten Up - Analyst Blog Nelson Peltz, Chairman of Triarc ( TRY ), the franchisor of Arby's restaurant chain, was able to strike a buyout deal with Wendy's (<a ...
Century Alum'nm Growth May Slow - Analyst Blog
Sep 03, 2008; ...Century Alum'nm Growth May Slow - Analyst BlogCentury Aluminum Co. ( CENX ), the second-largest primary aluminum producer in the United States, is benefiting from a tight aluminum supply/demand situation and ...
CRA Int'l a Wait & Watch Stock - Analyst Blog
Sep 03, 2008; ...CRA Int'l a Wait & Watch Stock - Analyst Blog We maintain our Hold rating on shares of CRA International ( CRAI ). Despite solid second-quarter results, we remain cautious in light of the magnitude of the ...
China Telecom Sees Competition - Analyst Blog
Sep 03, 2008; ...China Telecom Sees Competition - Analyst BlogChina Telecom ( CHA ) recently announced the acquisition of China Unicom's ( CHU ) CDMA business for ...
Daimler Getting More Smart - Analyst Blog
Sep 03, 2008; ...Daimler Getting More Smart - Analyst BlogDaimler AG ( DAI ) is benefiting from aggressive efficiency improvement, cost reduction and new model launches. The company is likely to benefit from its focus on the ...
ProLogis Still in Best Position - Analyst Blog
Sep 03, 2008; ...ProLogis Still in Best Position - Analyst Blog Operationally, ProLogis' ( PLD ) portfolio continues to perform well with stable occupancies and increasing rents. FFO [funds from operations] was $1.06 per share in ...
Banco Bradesco Target Adjusted - Analyst Blog
Sep 03, 2008; ...Banco Bradesco Target Adjusted - Analyst Blog We are continuing our Hold on Banco Bradesco S.A. (or Bradesco ) ( BBD ), but cutting our target price to $19. In its second quarter report, Bradesco ...
Motorola Cashes In on Handsets - Analyst Blog
Sep 03, 2008; ...Motorola Cashes In on Handsets - Analyst BlogMotorola, Inc. ( MOT ), a leading manufacturer of mobile handsets, network infrastructure and cable products maintained encouraging performance with its Home & ...
Sciele Target the Buyout Price - Analyst Blog
Sep 03, 2008; ...Sciele Target the Buyout Price - Analyst Blog On September 1, Sciele Pharma, Inc. ( SCRX ) entered into a definitive agreement with Japanese company Shionogi for $1.4 billion, or $31 per share. The offer price ...
CHINA Poised for Further Growth - Analyst Blog
Sep 03, 2008; ...CHINA Poised for Further Growth - Analyst Blog With a strong track record in consolidation and organic growth in its software business, we believe CDC Corp. ( CHINA ) is poised for growth. With ...
Eastman Chem Reacts Positively - Analyst Blog
Sep 03, 2008; ...Eastman Chem Reacts Positively - Analyst BlogEastman Chemical Co. ( EMN ) has a strong fibers business and solid financials. The company had an impressive first quarter in 2008, marked by increasing prices, ...
Equifax to Perform In-Line - Analyst Blog
Sep 03, 2008; ...Equifax to Perform In-Line - Analyst BlogEquifax, Inc. ( EFX ) is finding new avenues for growth in the International, Personal, and Commercial Solution businesses. The company's growing reliance on subscription ...
Intersil Expects Modest Growth - Analyst Blog
Sep 03, 2008; ...Intersil Expects Modest Growth - Analyst BlogIntersil Corporation ( ISIL ) is an OEM [original equipment manufacturer] of analog and mixed signal semiconductor ICs. June quarter revenue was in-line with ...
Astec Industries Richly Priced - Analyst Blog
Sep 03, 2008; ...Astec Industries Richly Priced - Analyst BlogAstec Industries, Inc. ( ASTE ) reported 2Q08 EPS of $0.93, slightly below our estimate of $0.95 but up 12% year-over-year, primarily led by a 22.7% increase in ...
Alexza Pharma Down the Road - Analyst Blog
Sep 04, 2008; ...Alexza Pharma Down the Road - Analyst Blog We are enthusiastic on Alexza Pharmaceuticals, Inc.'s ( ALXA ) proprietary novel Staccato system that reformulates oral or injectable small molecule compounds into an ...
Joy Global's Reason to Smile - Analyst Blog
Sep 04, 2008; ...Joy Global's Reason to Smile - Analyst Blog We maintain our Buy recommendation on Joy Global, Inc. ( JOYG ) as the strength in the global coal markets show no signs of weakness. Although margins will be impacted ...
Kraft Foods Looks Delectable - Analyst Blog
Sep 04, 2008; ...Kraft Foods Looks Delectable - Analyst BlogKraft Foods, Inc. ( KFT ) completed its Sustainable Growth Plan, which included capacity rationalization, stock keeping unit reduction, and cost savings programs; ...
Shanghai Petrochem Nears Ceiling - Analyst Blog
Sep 04, 2008; ...Shanghai Petrochem Nears Ceiling - Analyst BlogShanghai Petrochemical's ( SHI ) exposure to the fast-expanding Chinese economy and strong petrochemical product demand make us confident of strong volume growth ....
Kookmin Bank Upped to Hold - Analyst Blog
Sep 04, 2008; ...Kookmin Bank Upped to Hold - Analyst Blog We are raising our rating on Kookmin Bank ( KB ) to Hold from Sell as the stock has exceeded our target price, which remains $50. KB is expected to report third quarter ...
WFR Starting to Heat Up - Analyst Blog
Sep 04, 2008; ...WFR Starting to Heat Up - Analyst Blog We are reiterating our Buy rating on the shares of MEMC Electronic Materials, Inc. ( WFR ). The company produces the raw material wafers used by semiconductor manufacturers ...
Home Diagnostics Getting Bigger - Analyst Blog
Sep 04, 2008; ...Home Diagnostics Getting Bigger - Analyst BlogHome Diagnostics, Inc. ( HDIX ) is small but growing player in the $7 billion worldwide blood glucose monitoring market, estimated to be growing 8% per annum in ...
Norfolk Southern Target Higher - Analyst Blog
Sep 04, 2008; ...Norfolk Southern Target Higher - Analyst Blog We are maintaining our Hold rating on Norfolk Southern Corp. ( NSC ), but raising our target price to $70. In its second quarter report, NSC posted EPS of $1.18, well ...
Back-to-School Season Weak - Analyst Blog
Sep 04, 2008; ...Back-to-School Season Weak - Analyst Blog This morning, several retailers reported August same-store sales. This is an important report because it provides investors with an idea of how strong or weak the back-to-school shopping season was. Quick Take: Overall, the ...
SAP Growth Getting Challenged - Analyst Blog
Sep 04, 2008; ...SAP Growth Getting Challenged - Analyst BlogSAP AG ( SAP ) reported slightly higher revenues and weaker-than-expected earnings in second quarter of 2008 due to the costs of BOBJ acquisition. The company ...
NewAlliance Difficulties Priced In - Analyst Blog
Sep 04, 2008; ...NewAlliance Difficulties Priced In - Analyst BlogNewAlliance Bancshares, Inc's ( NAL ) 2Q08 diluted earnings of $0.12 per share were one penny short of our estimate as well consensus. The miss was primarily due ...
Novatel Downgraded to Sell - Analyst Blog
Sep 04, 2008; ...Novatel Downgraded to Sell - Analyst BlogNovatel Wireless, Inc. ( NVTL ), a leading provider of wireless data access cards and embedded solutions, reported challenges associated with business execution, delays ...
Hana Biosciences a Bit Early - Analyst Blog
Sep 04, 2008; ...Hana Biosciences a Bit Early - Analyst BlogHana Biosciences Inc. ( HNAB ) has a relatively diversified portfolio but all candidates are in either early stage or middle stage of development. We don't see huge ...
NetEase.com Showing Its Age - Analyst Blog
Sep 04, 2008; ...NetEase.com Showing Its Age - Analyst BlogNetEase.com, Inc. ( NTES ) is one of the leading providers of online gaming, advertising, web-based communication services, and a variety of interactive content in ...
Neurocrine Bio a Buy Under $5 - Analyst Blog
Sep 04, 2008; ...Neurocrine Bio a Buy Under $5 - Analyst Blog We have long stated that Neurocrine Biosciences Inc.'s ( NBIX ) stock is stuck in a tight trading range until investors get an update on both elagolix and indiplon ....
L-3 Communications Stays a Buy - Analyst Blog
Sep 04, 2008; ...L-3 Communications Stays a Buy - Analyst Blog Strong second quarter 2008 operating and financial results at L-3 Communications Holdings Inc. ( LLL ) wherein the company delivered growth across its business ...
Brasil Telecom Still Attractive - Analyst Blog
Sep 04, 2008; ...Brasil Telecom Still Attractive - Analyst Blog We are keeping our current Buy recommendation on Brasil Telecom ( BRP ). The company posted better-than-expected results in the second quarter of 2008, and the ...
H&R Block Concerns Remain - Analyst Blog
Sep 04, 2008; ...H&R Block Concerns Remain - Analyst Blog We reiterate our Hold rating on shares of H&R Block, Inc. ( HRB ) following the release of Q1 financial results. Although the fallout from the mortgage ...
Quality Systems Ests Upped - Analyst Blog
Sep 04, 2008; ...Quality Systems Ests Upped - Analyst BlogQuality Systems, Inc. ( QSII ) reported Q1 EPS that beat our estimate by $0.04 on revenue that also exceeded our forecast. We again increased our FY09 revenue estimate ...
Allegheny Energy Energized - Analyst Blog
Sep 05, 2008; ...Allegheny Energy Energized - Analyst Blog Going forward, Allegheny Energy, Inc.'s ( AYE ) positive investment factors include growing earnings, increased market prices, higher generation rates in Pennsylvania, ...
SunPower a "Hot" Green Play - Analyst Blog
Sep 05, 2008; ...SunPower a "Hot" Green Play - Analyst Blog The fortunes of SunPower Corp. ( SPWR ) appear greener given the very high growth potential in the alternative energy industry and specifically solar power energy, with ...
Guess? Beats, Outlook Cautious - Analyst Blog
Sep 05, 2008; ...Guess? Beats, Outlook Cautious - Analyst BlogGuess? Inc. ( GES ) reported strong results for the second quarter of fiscal 2009. It reported sales of $515 million and EPS of $0.57, easily beating consensus ...
Pepsi Bottling Shakes It Up - Analyst Blog
Sep 05, 2008; ...Pepsi Bottling Shakes It Up - Analyst BlogPepsi Bottling Group, Inc. ( PBG ) continues to execute well in a difficult soft drink environment. The lackluster carbonated soft drink (CSD) environment in North ...
Radio One on Same Frequency - Analyst Blog
Sep 05, 2008; ...Radio One on Same Frequency - Analyst BlogRadio One, Inc. ( ROIAK ) is diversifying into businesses outside its core radio operations, which in the longer-term could offset the effects of radio's secular ...
Repsol Valuation Pressured - Analyst Blog
Sep 05, 2008; ...Repsol Valuation Pressured - Analyst Blog We are maintaining our Hold recommendation on Repsol YPF SA ( REP ) ADRs following the quarterly results, which benefited from higher commodity prices, stronger refining ...
CREE Well-Placed for Growth - Analyst Blog
Sep 05, 2008; ...CREE Well-Placed for Growth - Analyst Blog We are reiterating our Buy rating on Cree, Inc. ( CREE ). June quarter exceeded the consensus on both the top and bottom lines. Forward guidance is for a 2-5% growth in ...
Chalco Costs Keep It Range-Bound - Analyst Blog
Sep 05, 2008; ...Chalco Costs Keep It Range-Bound - Analyst BlogAluminum Corporation of China Ltd. or Chalco ( ACH ) expects to benefit from the long-term growth of the Chinese economy as well as through ...