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Analyst Upgrades

  • Procter & Gamble (PG) upgraded to buy from neutral at Goldman.
  • Capital One (COF) upgraded to outperform from market perform at FBR Capital.
  • Airgas (ARG) upgraded to outperform from neutral at RW Baird.
  • Broadcom (BRCM) upgraded to positive from neutral at Susquehanna.
  • Lululemon (LULU) upgraded to hold from underperform at Jefferies.
  • DryShips (DRYS) upgraded to outperform from neutral at Credit Suisse.

Continue reading Analyst Calls: AVB, BRCM, COF, DRYS, IFF, LULU, NSM, OII, OSG, PG …

Analyst Calls: AVB, BRCM, COF, DRYS, IFF, LULU, NSM, OII, OSG, PG … originally appeared on BloggingStocks on Fri, 10 Dec 2010 10:00:00 EST. Please see our terms for use of feeds.

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The market is down and the headlines are blaming Cisco Systems (CSCO), in part because they reported tepid earnings and somber growth projections. This once again underscores the fact that stock prices are always determined at the margins. Most folks could care less, and this is reflected by the big silent yawn of the majority of investors.

Cisco is not the bell-weather it has been in the past. Some of its business is down because there are more alternatives from competitors, “the cloud” keeps growing, and also many products have become commodities.

There are many other companies I would consider better measures of how the economy is doing.

Continue reading Chasing Value: Cisco Shmisco — It’s Nothing

Chasing Value: Cisco Shmisco — It’s Nothing originally appeared on BloggingStocks on Thu, 11 Nov 2010 14:30:00 EST. Please see our terms for use of feeds.

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Procter & Gamble (PG) logo“Procter & Gamble (PG), a long-time growth stock, is now in value territory based on its above-average dividend yield,” says Marvin Appel.

The editor of Systems & Forecasts explains, “The stock is — which has become a high dividend payer — is recommended as a long-term holding in a conservative equity portfolio.

“Procter & Gamble, historically an expensive stock in terms of its dividend yield, has developed into a high dividend payer by the standards of the U.S. market.

Continue reading Procter & Gamble (PG): Growth Stock Becomes Value Buy

Procter & Gamble (PG): Growth Stock Becomes Value Buy originally appeared on BloggingStocks on Thu, 04 Nov 2010 13:10:00 EST. Please see our terms for use of feeds.

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Telefonica (TEF) logoIn the midst of deep fear and melodramatic headlines in May, I dove into the market suggesting investors take a hard look at three companies that would survive anything the world could throw at them.

There are often profits to be made from the headlines as fear and greed drive the market. You must have read umpteen times in journals worldwide “my pal Warren’s” trumpeting smart investors to buy on fear. Well, last may Novartis AG ADS (NVS), Telefonica SA (TEF) and Unilever ADR (UL) were on sale as fear ruled the day. So let’s see how these ideas worked out.

Continue reading Chasing Value: Novartis, Telefonica, Unilever Bought on Fear

Chasing Value: Novartis, Telefonica, Unilever Bought on Fear originally appeared on BloggingStocks on Thu, 04 Nov 2010 12:00:00 EST. Please see our terms for use of feeds.

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