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Barron's Recap (10/6/12): Out of the Storm
Monday, October 8, 2012 - 6:33am | 865Read More...This past weekend in Barron's online: a profile of fund manager Neuberger Berman, the prospects for Viacom, Brink's and closed-end funds, and takeaways from last week's presidential debate. Cover Story "Fair Winds Ahead" by Michael Santoli. Asset manager Neuberger Berman was tied to Lehman...
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Barron's Recap (9/29/12): Time to Buy Goldman
Monday, October 1, 2012 - 6:55am | 936Read More...This past weekend in Barron's online: why Goldman Sachs has held up better than its competitors, the prospects for Trinity Biotech, Steelcase and the Kraft Foods spinoff, and what it means to be a leader of philanthropic causes today. Cover Story "Built to Win" by Michael Santoli. In the...
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Short Interest in Chip Makers on the Rise (AMD, BRCM, NVDA)
Wednesday, September 26, 2012 - 4:28pm | 561Read More...The short interest data is out from the September 14 settlement date. For the big semiconductor makers the results are mixed but overall trended higher. Shares sold short in Advanced Micro Devices (NYSE: AMD), Broadcom (NASDAQ: BRCM) and Nvidia Corp. (NASDAQ: NVDA) rose more than nine percent...
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NASDAQ Q-50 Reshuffling Sees Facebook, Others Added (MLNX, NXPI, TWTC)
Monday, September 17, 2012 - 1:57pm | 566Read More...When NASDAQ OMX Group (NASDAQ: NDAQ) announced its quarterly reshuffling of the NASDAQ Q-50 Index, Facebook (NASDAQ: FB) was reported to have been added to the list. The index is designed to track the performance of the 50 securities that are next in line to replace the securities currently...
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Short Interest in Chip Makers on the Rise
Thursday, September 13, 2012 - 2:56pm | 596Read More...The short interest data is out from the August 31 settlement date. For the big semiconductor makers the results are mixed but overall have trended higher. Shares sold short in AMD (NYSE: AMD), Intel (NASDAQ: INTC), Marvell Technology (NASDAQ: MRVL) and Qualcomm (NASDAQ: QCOM) rose more than nine...
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Short Sellers Shy Away from Qualcomm and Texas Instruments
Monday, August 13, 2012 - 6:15am | 521Read More...The short interest data is out from the July 31 settlement date. For the big semiconductor makers the results are mixed, although the swings were quite large in some cases. For instance, the number of shares sold short in Intel Corp. (NASDAQ: INTC) and Micron Technology Inc. (NASDAQ: MU) rose more...
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Earnings Expectations for the Week of April 30 (CMCSA, GM, KFT, V)
Sunday, April 29, 2012 - 9:02am | 1279Read More...Apple (NASDAQ: AAPL) and Amazon.com (NASDAQ: AMZN) may have posted stellar results, but earnings season rolls on. Here is a quick day-by-day rundown of what analysts are expecting from some of this week's most prominent earnings reports. Monday Anadarko Petroleum (NYSE: APC) and Watson...
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Seagate, SAP and Other Top European Tech Stocks
Wednesday, April 11, 2012 - 6:48am | 1035Read More...Some European nations may be trying to keep their heads above water, but not all is doom and gloom on the continent. Take the tech sector. Here is a quick look at seven companies with share prices that are between 13% and 64% higher than at the beginning of the year despite recent pull backs. They...
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Earnings Expectations for the Week of January 30
Sunday, January 29, 2012 - 10:53am | 1336Read More...Lots more earnings are on the schedule for this week, even as the calendar page turns. Look for quarterly results to come from Exxon Mobil (NYSE: XOM), Hershey (NYSE: HSY), Kellogg (NYSE: K), MasterCard (NYSE: MA), Northrop Grumman (NYSE: NOC) and United Parcel Service (NYSE: UPS). Analysts expect...
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Earnings Expectations for the Week of October 24
Sunday, October 23, 2011 - 1:40pm | 1417Read More...The earnings crunch is in full swing this this week. Quarterly results are due from the likes of Caterpillar (NYSE: CAT), Exxon Mobil (NYSE: XOM), Procter & Gamble (NYSE: PG) and United Parcel Service (NYSE: UPS), from which analysts expect to see year-over-year earnings growth, as well as...
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JP Morgan More Confident in Broadcom Estimates Following Higher iPhone/iPad Forecasts
Thursday, July 14, 2011 - 8:09am | 136Read More...“The increases to iPhone and iPad shipment forecasts by J.P. Morgan's IT Hardware analyst potentially poses incremental upside to Broadcom's (NASDAQ: BRCM) connectivity revenues and adds fuel to our conviction that BRCM is facing a positive product cycle in the 2H of this year and beyond,” JP...
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Earnings Preview: Broadcom
Wednesday, July 13, 2011 - 8:58am | 127Read More...According to Bank of America Merrill Lynch, 2Q earnings results for Broadcom (NASDAQ: BRCM) are in-line with expectations. Bank of America Merrill Lynch expresses confidence that Broadcom still leads in combo/connectivity. In this report, Bank of America Merrill Lynch comments, "Investors remain...
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Six Semiconductor Stocks Trading Near 52-Week Highs
Saturday, July 9, 2011 - 12:50pm | 778Read More...Novellus Systems (NASDAQ: NVLS) is scheduled to report its second-quarter 2011 results Monday after the closing bell, offering an early peek at what to expect from coming earnings from semiconductor companies. Analysts expect to see Novellus's per-share earnings up nearly 12% from a year ago but...
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Goldman Sachs Provides Color on Technology Sector
Monday, June 20, 2011 - 8:23am | 120Read More...Goldman Sachs provided color on the technology sector. In a research report published today, Goldman named some of the crucial trends in the industry. In the report, Goldman states, "PC demand has stabilized in 2Q, with commercial still stronger than consumer... We are cutting our smartphone...
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BofA Merrill Lynch Maintains Buy on Broadcom
Thursday, June 2, 2011 - 9:57am | 142Read More...Bank of America Merrill Lynch is out with its report today on Broadcom (NASDAQ: BRCM), maintaining Buy after Broadcom CEO, Scott McGregor presented at the Bank of America Merrill Lynch Tech Conference. In a note to clients, Bank of America Merrill Lynch writes, "Broadcom highlighted its strong...
