Tuesday, January 02, 2007
Friday, December 29, 2006
Soon Apple Products Will Be Everywhere!
Set top box due out in early 2007
Breaking with Apple's tradition of not announcing unreleased products, Steve Jobs said that the company will release a wireless, set-top box for the TV called iTV. It will be approximately half the size of the Mac mini, and the iTV will feature Ethernet, 802.11g, USB ports, component video, optical audio, and HDMI ports. It will work with the Apple Remote and sport an interface much like that of Front Row.
iTV will allow music, TV shows, and movies residing on a computer to play on a television in another part of the house with what Jobs describes as instantaneous access. It is slated to ship during the first quarter of 2007 and will retail for $299.
"Apple is in your den now," says Jobs. "Apple is in your living room. Apple is in your car. Apple is in your pocket." Will Apple be in your wallet?
Also - look for exciting stuff as Macworld EXPO starts on January 8.
AAPL target $100+ in January in our opinion now that the cloud has lifted today with the scare of the options probe that was with out a doubt played out in the media by the shorts who needed to get apple's stock lower to cover at a profit!We are BULLISH on AAPL. You should be too.
More Apple News
In a 10-K report filed with the Securities and Exchange Commission early Friday, Apple said it recorded $84 million in noncash expenses to account for backdated stock options.
The relatively small restatement was a BIG relief to investors, but their main cause for celebration centered around Jobs, whose future had been called into question as details of the stock option irregularities have come to light.
The filed statements with the U.S. Securities and Exchange Commission that took pains to exonerate Chief Executive Steve Jobs from wrongdoing in the company's handling of stock options from 1997 to 2002. A special committee appointed by Apple's board "found no misconduct by current management," the company said in a lengthy explanatory note attached to its yearend financial filing. That reiterated remarks made by Apple in October, and it was exactly what many investors and analysts wanted to hear. In early afternoon trading, Apple's shares got a 5% boost, to $84.93.As upbeat as the tone was toward management, the documents nevertheless underscores concerns over the way Apple handled options, which were used by many companies in recent years to compensate employees, and have become the target of widespread investigation. The practice of backdating, or changing a grant date to artificially boost the value of the option, can skew results by understating compensation costs and overstating profit.
Apple said its own probe turned up "a number of grants for which grant dates were intentionally selected in order to obtain favorable exercise prices," and that Jobs was "aware or recommended the selection of some of the favorable grant dates." Jobs "did not receive or financially benefit from these grants or appreciate the accounting implications."
Al Gore, the former US Vice-President and chairman of the special board committee, and Jerome York, chairman of Apple’s audit and finance committee, said: “The board of directors is confident that the company has corrected the problems that led to the restatement and it has complete confidence in Steve Jobs and the senior management team.”
The company admitted that it had falsified records to show that a board meeting on October 19, 2001, had approved the awarding of 7.5 million stock options to Mr Jobs. In fact, no meeting took place on that day and the records were fabricated, the company said.
The market applauded the Apple report, however, and seemed to share the company’s view that Mr. Jobs had been exonerated as the shares surged more than 5 per cent by midday on Wall Street.
Tuesday, December 26, 2006
Macworld iPhone and iTV News
Click To Read Article
We think the hedge funds are deliberately pushing Apple stock down before the Macworld convention in early January. Buying on any dips could be a prudent move as most analysts have a $100 Target on AAPL stock!
We think the hedge funds are deliberately pushing Apple stock down before the Macworld convention in early January. Buying on any dips could be a prudent move as most analysts have a $100 Target on AAPL stock!
Thursday, December 21, 2006
Highland Capital Partners Battles With Appaloosa Management To Get Contol Of Delphi
Delphi goes through the roof today!!!
Wednesday, December 20, 2006
Apple Looks Oversold Here
See the chart. Stock is on the moving average line. We should bounce at any time!
Click here
Click here
Tuesday, December 19, 2006
Monday, December 18, 2006
Morgan Stanley's Ups Target On AAPL To $110 Up From $90
Apple expects 57,000,000 iPods to be sold in 2007.
Wednesday, December 13, 2006
Delphi Stock On The Move
UPDATE 1-China's Weichai Power eyes Delphi assets - exec
--------------------------------------------------------------------------------
Reuters U.S. Company News
08:53 a.m. 12/13/2006
By Fang Yan
SHANGHAI, Dec 13 (Reuters) - Chinese diesel engine maker Weichai Power Co. Ltd. is interested in buying assets of bankrupt U.S. auto parts maker Delphi Corp. (DPHIQ), Weichai's executive director said on Wednesday.
"We are interested in Delphi's assets as their technologies are the best in the industry," Xu Xinyu told Reuters on the sidelines of a business forum. "We might have some cross-border acquisitions next year."
A deal would give Weichai a foothold in North America, a market many Chinese auto makers and parts suppliers have been eyeing.
But any move by the Chinese company to acquire Delphi's component business could spur opposition from U.S. labour unions and politicians fearful of more job losses and the transfer of technologies to China, analysts say.
In an effort to slash costs and emerge from bankruptcy protection, Delphi, a former General Motors (GM) unit, said earlier this year that it aimed to sell or close by the end of 2007 non-core product lines.
Delphi said these could include brake and chassis systems, cockpits and instrument panels, door modules and latches, and steering and wheel bearings.
Xu did not say which assets his company is particularly interested in.
Hong Kong-listed Weichai, which competes with companies like Cummins Inc. (CMI) to supply engines to the world's second- largest auto market, had in September announced a plan to also list on the Shenzhen Stock Exchange, after privatising its unit Torch Automobile Group Co. Ltd.
--------------------------------------------------------------------------------
Reuters U.S. Company News
08:53 a.m. 12/13/2006
By Fang Yan
SHANGHAI, Dec 13 (Reuters) - Chinese diesel engine maker Weichai Power Co. Ltd. is interested in buying assets of bankrupt U.S. auto parts maker Delphi Corp. (DPHIQ), Weichai's executive director said on Wednesday.
"We are interested in Delphi's assets as their technologies are the best in the industry," Xu Xinyu told Reuters on the sidelines of a business forum. "We might have some cross-border acquisitions next year."
A deal would give Weichai a foothold in North America, a market many Chinese auto makers and parts suppliers have been eyeing.
But any move by the Chinese company to acquire Delphi's component business could spur opposition from U.S. labour unions and politicians fearful of more job losses and the transfer of technologies to China, analysts say.
In an effort to slash costs and emerge from bankruptcy protection, Delphi, a former General Motors (GM) unit, said earlier this year that it aimed to sell or close by the end of 2007 non-core product lines.
Delphi said these could include brake and chassis systems, cockpits and instrument panels, door modules and latches, and steering and wheel bearings.
Xu did not say which assets his company is particularly interested in.
Hong Kong-listed Weichai, which competes with companies like Cummins Inc. (CMI) to supply engines to the world's second- largest auto market, had in September announced a plan to also list on the Shenzhen Stock Exchange, after privatising its unit Torch Automobile Group Co. Ltd.
Tuesday, December 12, 2006
AAPL Chart from Dec 15, 2005 Thru Jan 15, 2006
Will AAPL 's stock performance repeat itself again in late December through January?
See Last Year's Chart
RSI is at the 50 level and would not consider selling until we reach the "green" overbought area at the RSI 90 level.
See Last Year's Chart
RSI is at the 50 level and would not consider selling until we reach the "green" overbought area at the RSI 90 level.
Monday, December 11, 2006
Apple Stock Expected To Advance In Anticipation Of New Products That Are Expected To Be Announced Soon
Our guess is:
iPOD cell phones - a deal with Motorola or Nokia?
iTV products that will bridge the Internet with your TV or computer?
More iTunes music and new iTunes movie download services?
iPOD cell phones - a deal with Motorola or Nokia?
iTV products that will bridge the Internet with your TV or computer?
More iTunes music and new iTunes movie download services?
Prediction: Costco and Best Buys #1 Selling Items
The iPOD and iTunes gift cards!
Lesson #1: If you like the product and everyone is buying it (ie. iPODs)....BUY the stock.
Lesson #1: If you like the product and everyone is buying it (ie. iPODs)....BUY the stock.
AAPL IS OUR FAVORITE PICK
Short term target $93.
LT target $130 level or when notified or indicated as overbought on the RS chart at the 90 green level. Currently, we sit at the 55 level. See Chart
LT target $130 level or when notified or indicated as overbought on the RS chart at the 90 green level. Currently, we sit at the 55 level. See Chart
Peeling Off Some TIE and ATI - Buying AAPL On Recent Drop
iPods are flying off the shevles my friends. Strong iPod sales seen for kids, Mom, Dad and friends. Expect AAPL to break PAR or $100 by January.
Would be a buyer of TIE in the low $30 range if it gets there.
Would be a buyer of TIE in the low $30 range if it gets there.
Monday, December 04, 2006
Merger Mania Alert
The hot titanium trio; Allegheny Tech (ATI +6%), RTI Int'l Metal (RTI +4%) and Titanium Metals (TIE +5%) saw more follow-through M&A-related buying from last week. This should continue throughout the week until more definitive news is eventually released. This sector is hot, hot, hot!
TIE Short Squeeze Rating
TIE has a HIGH short squeeze rating of 78. Get ready for the fuel to hit the fire!
Click for Short Squeeze Info 7,600,000 shares are short!
ATI has a LOW short squeeze rating of 13. Many sharts have already covered here when the stock shot from the mid- $70's to $93! Yikes!
Click for Short Squeeze Info
The chart on TIE looks like it did back on Oct 4 when it ran from $23 to $34, a 47% run in 16 days! We are now only 4 days into this run! Hang on. TIE Chart
Click for Short Squeeze Info 7,600,000 shares are short!
ATI has a LOW short squeeze rating of 13. Many sharts have already covered here when the stock shot from the mid- $70's to $93! Yikes!
Click for Short Squeeze Info
The chart on TIE looks like it did back on Oct 4 when it ran from $23 to $34, a 47% run in 16 days! We are now only 4 days into this run! Hang on. TIE Chart
TIE and ATI on a TEAR!
The shorts will be certain to get squeezed hard as TIE approaches $40 and ATI $100!!!
Friday, December 01, 2006
Wednesday, November 29, 2006
Titanium Stocks Are in Play - ATI, TIE, RTI
SAN FRANCISCO (MarketWatch) -- The tight circle of U.S. titanium producers became the latest in the metals sector to catch the merger bug, as shares of Allegheny Technologies Inc. and others jumped Wednesday on word from aluminum giant Alcan Inc. that it would consider a deal.
Allegheny Technologies (ATI) shares surged as high as 8% to a new 52-week high of $89.49. Titanium Metals Corp. (TIE) jumped as much as 7.9% to $30.48. RTI International Metals Inc. (RTI) was last up 5.9% at $75.79.
Spurring the rally were early-morning remarks by the head of Montreal-based Alcan (AL), the world's second-biggest maker of primary aluminum.
In response to a question about future acquisitions, Chief Executive Richard Evans named titanium as one metals sector where Alcan would consider a purchase. The lure: Alcan already supplies aluminum to the aerospace market, one of the main buyers of titanium.
"We would be interested" in a titanium company, said Evans, adding that he was "not sure that this is the right time to be looking at that kind of acquisition."
Jetmakers are increasingly using titanium to build aircraft, as they try to cut down weight and improve fuel efficiency.
In mid-October, Pittsburgh-based Allegheny Technologies said that it had signed a $2.5 billion contract with Boeing Co. (BA) to supply the aerospace giant with titanium products over the next eight years.
An Allegheny spokesman declined to comment on Evans' remarks.
If Alcan does pursue a titanium maker, it will be reviewing a short list.
Russia's VSMPO-Avisma holds the biggest share of the milled titanium market, with a 31% stake, according to Citigroup Investment Research.
No. 2 producer Titanium Metals has an 18% stake; Allegheny holds 16% and RTI controls 7%, Citigroup says. The other major producers are based in Japan or Central Asia.
Alcan has also toyed with expanding in other metals.
"Everybody knows that we took a look at Inco and Falconbridge ," said Evans, who pointed out that he was glad his company ultimately shied away from trying to buy the Canadian firms.
Both of the nickel makers were the target of competing bids that that left their initial would-be buyers empty-handed.
________________
Also - Allegheny Tech predicts strong specialty metals demand
--------------------------------------------------------------------------------
Reuters U.S. Company News
4:30 p.m. 11/29/2006
NEW YORK, Nov 29 (Reuters) - Allegheny Technologies (ATI) on Wednesday said it expects strong growth in the specialty metals sector, including titanium, driven by the build-up of global infrastructure.
Allegheny Chairman and Chief Executive Pat Hassey at a Bear Stearns conference said the "infrastructure built around the world in the global economy needs specialty metals."
Hassey also said the titanium business has come back, with companies boosting titanium production.
"We can very authoritatively say that as we view this market from 2005 on to 2009, we are putting in new capacity, moving up about 84 million pounds of mill products," said Hassey.
Titanium is used by aerospace and military markets.
Shares of Allegheny gained 7 percent, or $5.81, to $88.60. Shares of Titanium Metals (TIE) gained 7.7 percent, or $2.17, to $33.42. RTI International Metals (RTI) stock climbed 5 percent, or $3.56, to $75.16 on late trading in the New York Stock Exchange.
Allegheny Technologies (ATI) shares surged as high as 8% to a new 52-week high of $89.49. Titanium Metals Corp. (TIE) jumped as much as 7.9% to $30.48. RTI International Metals Inc. (RTI) was last up 5.9% at $75.79.
Spurring the rally were early-morning remarks by the head of Montreal-based Alcan (AL), the world's second-biggest maker of primary aluminum.
In response to a question about future acquisitions, Chief Executive Richard Evans named titanium as one metals sector where Alcan would consider a purchase. The lure: Alcan already supplies aluminum to the aerospace market, one of the main buyers of titanium.
"We would be interested" in a titanium company, said Evans, adding that he was "not sure that this is the right time to be looking at that kind of acquisition."
Jetmakers are increasingly using titanium to build aircraft, as they try to cut down weight and improve fuel efficiency.
In mid-October, Pittsburgh-based Allegheny Technologies said that it had signed a $2.5 billion contract with Boeing Co. (BA) to supply the aerospace giant with titanium products over the next eight years.
An Allegheny spokesman declined to comment on Evans' remarks.
If Alcan does pursue a titanium maker, it will be reviewing a short list.
Russia's VSMPO-Avisma holds the biggest share of the milled titanium market, with a 31% stake, according to Citigroup Investment Research.
No. 2 producer Titanium Metals has an 18% stake; Allegheny holds 16% and RTI controls 7%, Citigroup says. The other major producers are based in Japan or Central Asia.
Alcan has also toyed with expanding in other metals.
"Everybody knows that we took a look at Inco and Falconbridge ," said Evans, who pointed out that he was glad his company ultimately shied away from trying to buy the Canadian firms.
Both of the nickel makers were the target of competing bids that that left their initial would-be buyers empty-handed.
________________
Also - Allegheny Tech predicts strong specialty metals demand
--------------------------------------------------------------------------------
Reuters U.S. Company News
4:30 p.m. 11/29/2006
NEW YORK, Nov 29 (Reuters) - Allegheny Technologies (ATI) on Wednesday said it expects strong growth in the specialty metals sector, including titanium, driven by the build-up of global infrastructure.
Allegheny Chairman and Chief Executive Pat Hassey at a Bear Stearns conference said the "infrastructure built around the world in the global economy needs specialty metals."
Hassey also said the titanium business has come back, with companies boosting titanium production.
"We can very authoritatively say that as we view this market from 2005 on to 2009, we are putting in new capacity, moving up about 84 million pounds of mill products," said Hassey.
Titanium is used by aerospace and military markets.
Shares of Allegheny gained 7 percent, or $5.81, to $88.60. Shares of Titanium Metals (TIE) gained 7.7 percent, or $2.17, to $33.42. RTI International Metals (RTI) stock climbed 5 percent, or $3.56, to $75.16 on late trading in the New York Stock Exchange.
Friday, November 17, 2006
Tuesday, November 14, 2006
More On Delphi (DPHIQ)
Delphi said on Sept. 26 that 20,100 United Auto Workers members, representing 61 percent of its employees, accepted buyouts. The announcement suggested Delphi's restructuring may be achieved quicker than forecasted.
The stock should continue to lift soon. Hold on. If it breaks down sell.
The stock should continue to lift soon. Hold on. If it breaks down sell.
Motorola Is On A Buying Rampage. Will They Eventually Buy Covad (DVW)?
Motorola is in a solid position to make several acquisitions. As of the end of the third quarter, the company had more than $3 billion in cash and cash equivalents.
Motorola To Buy Netopia For $208M, Or $7 A Share. Netopia counts among its customers AT&T Inc. (T), BellSouth Corp. (BLS), Covad Communications Group Inc. (DVW) and Swisscom AG (SCM).
Motorola To Buy Netopia For $208M, Or $7 A Share. Netopia counts among its customers AT&T Inc. (T), BellSouth Corp. (BLS), Covad Communications Group Inc. (DVW) and Swisscom AG (SCM).
Wednesday, November 08, 2006
Monday, November 06, 2006
Buying With Both Hands On Delphi - Accumulate Now
David Tepper owns 52,000,000 shares of Delphi - DPHIQ or 9% of the stock and is sure to be seeking a seat on the board to turn the company back to a $4 - $6 stock in the near term.
1) See Link
2) See Link
3) See Link
When Delphi reaches their agreement with the UAW and GM to help with their mountaing losses and they emerge from bankruptcy a cleaner debt free company profits will soar and so will the stock.
Hang on.
1) See Link
2) See Link
3) See Link
When Delphi reaches their agreement with the UAW and GM to help with their mountaing losses and they emerge from bankruptcy a cleaner debt free company profits will soar and so will the stock.
Hang on.
GM Says Delphi Deal May Come Soon
In the meantime the sophistocated traders are hitting the bids in attempts to bring in more cheap shares before running the stock back up to new highs. This is called a "wash out" and hope it's only temporary. This is how the game is played. Delphi is probably a $4 - $6 stock longer term now that new contracts and debts are being erased and re-negotiated.
Wednesday, October 25, 2006
Monday, October 23, 2006
Delphi (DPHIQ) Continues To Run Like A Freight Train
Compared to Visteon - stock symbol VC...Delphi could trade back to the $8.00 level over the long term. After all, Delphi will emerge as a much cleaner company after emerging from bankruptcy and renegotiated UAW contracts at lower wages. We wouldn't be surprised to see someone step up and make an offer for this stock soon. It's just too cheap at these levels.
Thursday, October 19, 2006
Wednesday, October 18, 2006
Apple Is Poised To Rocket On News of Earnings!
Apple Profit Up 27 Pct., Beating Estimates - Expect Short Covering!
Tuesday, October 17, 2006
Monday, October 16, 2006
Arch Coal (ACI) Is Running Strong!
Hoping to see the $40 - $50 level soon enough when the MACD breaks through as seen on the weekly chart.
See Chart
Looks similar to what happened to Broadwing!
See Similar Breakout Chart
See Chart
Looks similar to what happened to Broadwing!
See Similar Breakout Chart
Wednesday, September 27, 2006
Thursday, September 21, 2006
Thursday, September 14, 2006
Apple Looks Strong Here
Good back to school sales and Christmas is just around the corner. The chart shows a long term cup and handle formation from May through the end of August, indicating higher stock prices from here.
Friday, September 01, 2006
The FED ...
The FED will soon realize that their relentless series of rate hikes have slammed on the breakes of our economy. Spending is slowing and just about every 10th house in most neighborhood seem to be on the market for sale!
Wednesday, August 30, 2006
Tuesday, August 15, 2006
Tuesday, August 08, 2006
Go Figure? FED Action Trips Us Up Again
The market has rallied on good earnings reports and the likelihood that the FED would stop raising rates. Well, the FED halts a series of 2 years of ever increasing rate hikes and the market sells off on the news! Now, Wall Street will tell us that because the FED has paused on the rate hikes, this is not good since the economy may be slowing! That is...rising inflation in a slowing economy.....stagflation they will call it! What next??
Trinity Industries Could Run From Here
Looking at the chart, we feel that Trinity Industries - TRN cound run through $40 from these levels. It has been on a Buy signal since $35 and looks solid as it continues to move higher.
TRN Chart
TRN Chart
Telecoms Have Made A Good Run
Q, TWTC, And BWNG are positioning themselves to benefit from the upcoming high demands of media services with home and enterprise customers in the future. We are seeing a slight pullback after digesting the recent run ups, but expect that higher stock prices will follow quarter after quarter as profits continue to improve.
Wednesday, July 26, 2006
AT&T Leads the Telecom Stocks Higher
Finally, the telecom pendulum has started swinging up as investors look for defensive characteristics by investing in the telecom industry, so expect positioning in this industry in the coming weeks.
Monday, July 24, 2006
Friday, July 21, 2006
Today Was Options Expiration Day
Therefore, many good stocks were pushed down to make several options expire worthless today or for less money after the good spike we had in the market the other day. Here's hoping that we have a run in the market next week. We need it!
Wednesday, July 19, 2006
Bernanke: Interest Rate Hikes May Be Over
Ben Bernanke Signals That Two-Year Campaign of Raising Interest Rates May Be Coming to an End. What does this teach us. Well, when all looks lost the markets usually turn around. Shorts will be covering on this news and drive many of our stocks back up to higher levels.
Dow Shoots Up 100 Points After Bernanke Comments
Seems that Uncle Ben feels that inflation may be under control now. This is a good sign for the bulls.
Friday, July 14, 2006
Broadwing Update Per Company Call Today
- Fidelity Mid Cap Fund files 12.6% holding today on EDGAR
- Broadwing has proforma 1st qtr cash of $348.2 million in the bank.
- They are looking at a variety of acquisitions to add customers
- There are both internal and external candidates for CEO under review
- Company was $2.3 M adjusted EBITDA positive last quarter
- Company has evolved from an equipment company (Corvas) to a service provider
- They bought an asset from Cinncinati Bell that costed $5B to build for approx. $71 M
- They purchased Focal to broaden their services to small and medium customers
- In 2004 the company raised money with a Toxic convertible that was not a good deal and should not be confused with the recent good convertible that actually sold at a premium to the market price with a conversion price of $16.60 around May.
- The new convertible has a 20 yr life and interest is only paid in cash and Not stock as many short sellers or panic sellers may believe (this is where some confusion arises with panic sellers who remember the deal they did in 2004)
- Because of the Focal acquisition they were able to sign a deal with AOL recently
- Also, because of their partnerships with AOL, HTX and GLBC they will have the ability to sell their services to others more easily and more credibly
- Broadwing is following through as planned with their strategic plan to achieve higher margins
- The goal now is to drive more traffic to the network and adding customer density to achieve higher margins
- Broadwing has proforma 1st qtr cash of $348.2 million in the bank.
- They are looking at a variety of acquisitions to add customers
- There are both internal and external candidates for CEO under review
- Company was $2.3 M adjusted EBITDA positive last quarter
- Company has evolved from an equipment company (Corvas) to a service provider
- They bought an asset from Cinncinati Bell that costed $5B to build for approx. $71 M
- They purchased Focal to broaden their services to small and medium customers
- In 2004 the company raised money with a Toxic convertible that was not a good deal and should not be confused with the recent good convertible that actually sold at a premium to the market price with a conversion price of $16.60 around May.
- The new convertible has a 20 yr life and interest is only paid in cash and Not stock as many short sellers or panic sellers may believe (this is where some confusion arises with panic sellers who remember the deal they did in 2004)
- Because of the Focal acquisition they were able to sign a deal with AOL recently
- Also, because of their partnerships with AOL, HTX and GLBC they will have the ability to sell their services to others more easily and more credibly
- Broadwing is following through as planned with their strategic plan to achieve higher margins
- The goal now is to drive more traffic to the network and adding customer density to achieve higher margins
Telecom and AG Stocks Poised To Lead The Markets
Fidelity Mid Cap Fund Positions itself with several telecom stocks that are doing very well ytd. Qwest, Time Warner Telecom, Broadwing and others. POT and others in this industry (MOS) are running as well!
Click here
Click here
Wednesday, July 12, 2006
Broadwing Update
Here is what the street knows. The recent partnerships with AOL, Hutchison (HTX), and Global Crossing and the follow-on business from those relationships will be the catalyst that takes us back up to the mid to high teens for BWNG stock. The convert price on the recent fundraising debentures is $16.60. Also, Fidelity (FMR Corp), upped their stake to over 11% because in looking at the big picture, they see the high demand for greater bandwidth media services that Broadwing brings to the table on a global standpoint through its optical network and solid partnerships.
Analysts and fund managers know that BWNG is significantly undervalued, therefore we would be aggressive buyers at these levels.
Analysts and fund managers know that BWNG is significantly undervalued, therefore we would be aggressive buyers at these levels.
Sunday, July 09, 2006
High Bandwidth Is The Future For Triple Play Services
Service providers are looking to offer triple-play services, therefore it is imperative that they have a network that can handle the bandwidth required. Broadwing (Nasdaq - BWNG) has the #1 optical network that is suitable to carry out the high demands for future media services!
Read The Latest Info
More Interesting Reading
Also...FLORHAM PARK, N.J., June 6 /PRNewswire-FirstCall/ -- Global Crossing (Nasdaq: GLBC - News) announced today that it has more than quadrupled the capacity of its global IP network backbone to support the growing customer demand for bandwidth-intensive applications and converged IP services. It has implemented a core network architecture that has more than quadrupled its PoP-to-PoP core capacity capability to multiple 10-Gbps speeds, while providing a Terabit-capable hub that enables an on-demand migration path for speeds up to OC-768.
Read The Latest Info
More Interesting Reading
Also...FLORHAM PARK, N.J., June 6 /PRNewswire-FirstCall/ -- Global Crossing (Nasdaq: GLBC - News) announced today that it has more than quadrupled the capacity of its global IP network backbone to support the growing customer demand for bandwidth-intensive applications and converged IP services. It has implemented a core network architecture that has more than quadrupled its PoP-to-PoP core capacity capability to multiple 10-Gbps speeds, while providing a Terabit-capable hub that enables an on-demand migration path for speeds up to OC-768.
Thursday, July 06, 2006
Several Telecom Deals In The Works
TOP NEWS:
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
Intelsat, PanAmSat merger creates global leader
Jul 5, 2006 7:05 AM
News Links Found Here
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
Intelsat, PanAmSat merger creates global leader
Jul 5, 2006 7:05 AM
News Links Found Here
Several Telecom Deals In The Works: Telcordia, Cisco, Motorola, Clearwire, China Telecom, Nokia
TOP NEWS:
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
News Links Found Here
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
News Links Found Here
Broadwing - BWNG Looking Very Bullish
Broadwing has been under fire lately, but many analysts and traders like Ralph Acampora of Knight Trading feel that the telecoms will lead the market in the coming months. We agree with this rationale and Broadwing should move up nicely with recent news regarding alliances with AOL, Hutchison Telecommunications in Hong Kong, and others.
Following the Lead from stocks like EEM, AMX and PEIX....we could very well see a 20% spike in the stock on short covering at almost any time. Short Squeeze Info
Following the Lead from stocks like EEM, AMX and PEIX....we could very well see a 20% spike in the stock on short covering at almost any time. Short Squeeze Info
Wednesday, July 05, 2006
Friday, June 30, 2006
PALM Gets Clocked In Wall Street Window Dressing Today
Window dressing is the term used because at the end of each quarter, mutual funds have to show what they are holding in their portfolios, and it seems that they do not want to show a lot of PALM in inventory today. This could all change in the next trading session and saw today as a good buying opportunity. We saw similar activity with UARM in March when it tanked below $30 and today traded over $43.
Wednesday, June 28, 2006
Google, Broadwing, and Global Crossing: Is There A Fit?
Google wants a fiber optic network to help with their bandwidth needs in the coming years, however if Google were to build its own global or national fiber network, the project would likely cost billions of dollars and take years to implement. Click For Archived Story
Tuesday, June 27, 2006
Market Maker Manipulation At Its Finest
If you are down on some of your holdings, you are not alone. Several stocks listed here and elsewhere (we feel) are worth substantially more than what the market makers are putting a price on today. Recent corporate earning are going through the roof and nobody seems to be listening. I guess in reality, no one is really willing to sit in a buy huge positions by sitting on the Bid in the face of the Fed's actions this Thursday.
Therefore, market makers generally sit on the bids and if they continually get hit, they drop and keep dropping. Eventually, someone will step in and put a stop to this sheer manipulation of share prices if good stocks get too absurdly low. Afterall, if you had to sell your house in a day or two, what price do you think you would get? Top dollar? Probably not. We are all waiting for the nonsense to stop and sensibility to return.
Therefore, market makers generally sit on the bids and if they continually get hit, they drop and keep dropping. Eventually, someone will step in and put a stop to this sheer manipulation of share prices if good stocks get too absurdly low. Afterall, if you had to sell your house in a day or two, what price do you think you would get? Top dollar? Probably not. We are all waiting for the nonsense to stop and sensibility to return.
Carlos Slim Loses Out On Univision Takeover
Our guess is that in the past few months Carlos has been selling massive amounts of Global Crossing through one of his companies INMOBILIARIA CARSO S A DE C V to stockpile cash for a bid to take over Univision. Carlos Slim's investors on the Univision deal was Grupo Televisa SA. Today, the announcement of a consortium of investors including media mogul Haim Saban agreed to pay $12.3 B for the company.
GLBC Insider Trades
Will Carlos repurchase shares of Global Crossing now that he lost out on the Univision deal? On a good note STT CROSSING LTD stepped in on May 30 and purchased $124,522,800 worth of GLBC at $20.
GLBC Insider Trades
Will Carlos repurchase shares of Global Crossing now that he lost out on the Univision deal? On a good note STT CROSSING LTD stepped in on May 30 and purchased $124,522,800 worth of GLBC at $20.
Shorts Are Covering On Broadwing
Broadwing Short Position Decreases By 20% - Click
They slam the stock in the morning and buy throughout the day it appears.
They slam the stock in the morning and buy throughout the day it appears.
Monday, June 26, 2006
Saturday, June 24, 2006
Broadwing - BWNG Notes
Broadwing operates a one-of-a-kind all-optical network and is The Leading Optical Network with 1,630 employees. They have unparalled customer focus and speed. Their growth products are: data, IP, and broadband/media services. Demand for high bandwidth services are on the rise.
Key development: Hong Kong based Hutchison Global Communications has chosen to partner with BW due to their technologically advanced network and innovative services. Parent Company HTX Stock
After 9 consecutive quarters of growth in broadband and data services, the partnering with Hutchison Global Communications that is owned and operated by Hong Kong's richest family, Li Ka Shing, and with the ever increasing demand for data broadband services should prove to accelerate future earnings and market share. The BW/HGC joint establishment of a new inter-carrier international Ethernet network enables international customers to connect multipoint Ethernet services from locations served by HGC in Asia, its Asian partners and others, with multipoint circuits in the United States. Both BW and HSC have validated the high demand for this new Trans-Pacific Ethernet solution. Further, HGC owns the largest fibre-to-the building telecommunications network in Hong Kong.
Company achieved BE in EBITDA in the 4th Qtr.
Billionaire John de Mol buys 3,800,000 shares of BWNG. Who Is John de Mol?
Taken From Forbes...Market Sees The Light In Optics - Forbes.com
Hot money and telecom investment are finally flowing into fiber optics again.
Forbes Article On Fiber Optics
There is no question that we see Broadwing - BWNG as a solid core holding. Those who are lucky enough to be in on the ground floor should benefit nicely as the word gets out about the growth of this company and their partnering deals. We feel that the institutions have been accumulating shares quietly over the past few months.
Key development: Hong Kong based Hutchison Global Communications has chosen to partner with BW due to their technologically advanced network and innovative services. Parent Company HTX Stock
After 9 consecutive quarters of growth in broadband and data services, the partnering with Hutchison Global Communications that is owned and operated by Hong Kong's richest family, Li Ka Shing, and with the ever increasing demand for data broadband services should prove to accelerate future earnings and market share. The BW/HGC joint establishment of a new inter-carrier international Ethernet network enables international customers to connect multipoint Ethernet services from locations served by HGC in Asia, its Asian partners and others, with multipoint circuits in the United States. Both BW and HSC have validated the high demand for this new Trans-Pacific Ethernet solution. Further, HGC owns the largest fibre-to-the building telecommunications network in Hong Kong.
Company achieved BE in EBITDA in the 4th Qtr.
Billionaire John de Mol buys 3,800,000 shares of BWNG. Who Is John de Mol?
Taken From Forbes...Market Sees The Light In Optics - Forbes.com
Hot money and telecom investment are finally flowing into fiber optics again.
Forbes Article On Fiber Optics
There is no question that we see Broadwing - BWNG as a solid core holding. Those who are lucky enough to be in on the ground floor should benefit nicely as the word gets out about the growth of this company and their partnering deals. We feel that the institutions have been accumulating shares quietly over the past few months.
Wednesday, June 21, 2006
Thursday, June 15, 2006
More Insider Selling On VistaPrint
VPRT Insider Selling Report - Click
Insiders have No confidence that the stock will go up it seems??
VPRT Insider Planned Sales Filings
Insiders have No confidence that the stock will go up it seems??
VPRT Insider Planned Sales Filings
The Market Finally Rallies Almost 200 Points!
Be careful though because Friday is tripple witching as options are set to expire, so Friday will be extremely volatile. We suspect that the market might trade down.
Wednesday, June 14, 2006
We Are BEARISH On VistaPrint - Too Much Insider Selling
Insiders on VPRT seem to be selling almost every day or so and its still not clear why the CFO says that he is leaving the company. This looks like a major RED FLAG to us.
INSIDER SELLING REPORT
INSIDER SELLING REPORT
Tuesday, June 13, 2006
The Markets Fell For An 8th Straight Down Day Erasing All Stock Gains For The Year For The Dow
Government data on the core Producer Price Index for May showed costs rising slightly more than Wall Street had expected and retail sales rose just 0.1 percent in May, matching Wall Street expectations. Some investors kept their money on the sidelines before Wednesday's much-anticipated Consumer Price Index report for May for a clearer view on inflation. U.S. markets also felt pressure from a global equities sell-off.
Monday, June 12, 2006
From Standard & Poor's Equity Research Today
Technical Outlook
The major indexes are still trying to put in a short- to intermediate bottom, in our view. Each test has been successful thus far. While we think that the market is close to a tradable rally, the indexes are very close to near-term chart support and any meaningful break (greater than 1%) below the recent closing lows would imply further downside, in our opinion. Bond yields have been holding near 5%, while crude oil has been stuck in a fairly narrow range.
Market sentiment remains fairly cautious, which should be a plus once it starts to move back to the bullish side. Overall put/call ratios remain extremely high, equity-only put/call ratios are starting to rise, while OEX put/call ratios dropped sharply and are approaching bullish territory. Both overall and equity-only put/calls are contrary indicators; OEX is a coincident indicator.
Longer-Term Economic Outlook
Incoming data continues to suggest that the economy is slowing, but inflation remains a threat. The evidence this month generally supports a pause at the June 28-29 meeting of the FOMC, in our opinion, but a renewal of tightening is possible if either the economy reaccelerates or inflation rises more rapidly than we expect.
Bernanke's June 5 speech stressed the need to control inflationary expectations, but also pointed out the slowing U.S. economy. We think this is still consistent with a pause at the June 28-29 FOMC meeting.
The major indexes are still trying to put in a short- to intermediate bottom, in our view. Each test has been successful thus far. While we think that the market is close to a tradable rally, the indexes are very close to near-term chart support and any meaningful break (greater than 1%) below the recent closing lows would imply further downside, in our opinion. Bond yields have been holding near 5%, while crude oil has been stuck in a fairly narrow range.
Market sentiment remains fairly cautious, which should be a plus once it starts to move back to the bullish side. Overall put/call ratios remain extremely high, equity-only put/call ratios are starting to rise, while OEX put/call ratios dropped sharply and are approaching bullish territory. Both overall and equity-only put/calls are contrary indicators; OEX is a coincident indicator.
Longer-Term Economic Outlook
Incoming data continues to suggest that the economy is slowing, but inflation remains a threat. The evidence this month generally supports a pause at the June 28-29 meeting of the FOMC, in our opinion, but a renewal of tightening is possible if either the economy reaccelerates or inflation rises more rapidly than we expect.
Bernanke's June 5 speech stressed the need to control inflationary expectations, but also pointed out the slowing U.S. economy. We think this is still consistent with a pause at the June 28-29 FOMC meeting.
Thanks To Uncle Ben
The markets are acting like we just got 2 more rate hikes. When the market sentiment looks really bad, it can only mean that we are nearing a bottom and a rally is imminent. One has to believe that much of the bad news has been built in to the markets already. Any positive notes could send the markets surging to recoup the last 7 day losses.
We Are Pounding The Table On Broadwing At These Levels
Broadwing - BWNG is trading at very low levels in our opinion with a value of around $900 million for a company that currently owns an estimated $5.5B fiber optic network and strong global partnerships. They have over $350 million in cash and a LOC to draw from and have yet to disclose what the money is to be used for.
Our guess is that a Buyout is still imminent from the likes of someone like Global Crossing - GLBC or another company interested in expanding their optical reach. News of a CEO has to be forthcoming as well unless they are acquired soon and a company like Global Crossing will use their CEO if and when acquired.
This company is far too cheap to be trading below $10.25 in our opinion. Something must be in the works. Last time we checked, we were still in a mini-telcom merger mania environment, so we are very optimistic that Broadwing will turn back to the upside without any notice.
Our guess is that a Buyout is still imminent from the likes of someone like Global Crossing - GLBC or another company interested in expanding their optical reach. News of a CEO has to be forthcoming as well unless they are acquired soon and a company like Global Crossing will use their CEO if and when acquired.
This company is far too cheap to be trading below $10.25 in our opinion. Something must be in the works. Last time we checked, we were still in a mini-telcom merger mania environment, so we are very optimistic that Broadwing will turn back to the upside without any notice.
Friday, June 09, 2006
Many 200 Day Index Lines Held This Week
While many 200-day index lines held this week for several market indexes, longer-term momentum still appears to be to the downside. That's pretty much the case with stock markets around the world it seems.
Rails and metals are dropping, and they were our leaders in the first quarter of the year. No real industry is standing out as a leader now! The trouble is that investors don't know where to put their money now. Real estate has topped too!
It would be prudent to look for any 3 day runs to exit stock positions and wait out the market for better days since there is just too much skepticism abound. At least wait until we see some improvement and positive news from the FED. When the markets get rediculously oversold, then leg back in.
Rails and metals are dropping, and they were our leaders in the first quarter of the year. No real industry is standing out as a leader now! The trouble is that investors don't know where to put their money now. Real estate has topped too!
It would be prudent to look for any 3 day runs to exit stock positions and wait out the market for better days since there is just too much skepticism abound. At least wait until we see some improvement and positive news from the FED. When the markets get rediculously oversold, then leg back in.
Thursday, June 08, 2006
Indexes World Wide Have Broken Through Their 200 Day Moving Averages
The closing of the DJIA today and tomorrow will tell us where we stand.
Wednesday, June 07, 2006
Tuesday, June 06, 2006
Monday, June 05, 2006
Friday, June 02, 2006
Coincidence? Jim Cramer - CNBC Connection With Driehaus Capital Management LLC?
In reviewing the holdings of this fund manager, it seems like there are a lot of similarities between the stocks that are recommended by Jim Cramer of CNBC's Mad Money and the holdings of Driehaus Capital Management LLC. Coincidence?
Click To See Driehaus Capital Management LLC Holdings
Click To See Driehaus Capital Management LLC Holdings
The MACD Line Has Crossed Up On BWNG - BULLISH
Daily Broadwing Chart - Click
Will the next move up be 57%, 67% or 77%??? See the weekly chart!
Weekly Chart On Broadwing - Click
Will the next move up be 57%, 67% or 77%??? See the weekly chart!
Weekly Chart On Broadwing - Click
Ethanol News - Big Three Meeting Set For Today
Wall Street Journal - Re-Post From Laura Meckler
The chiefs of the big, unionized companies—General Motors, Ford Motor and DaimlerChrysler’s Chrysler Group—still plan to meet with congressional leaders on Friday, where they will lobby for support for ethanol and other biofuels—an alternative energy source where U.S. companies lead the way. Support is growing on Capitol Hill for investment in these fuels as an alternative to dependence on foreign oil. Four meetings are planned Thursday, with Republican and Democratic leaders in the House and the Senate.
U.S. auto makers have already produced millions of these flexible fuel cars, mostly because these autos help them to meet fuel economy standards. And the auto chiefs will pledge to produce more in the coming years. But, as is, few of these vehicles actually do run on alternative fuels because few gas stations carry it, and Detroit will be looking for help in growing the ethanol infrastructure.
With gas prices topping $3 a gallon in much of the country, energy policy is hot in D.C. But it’s not at the top of the agenda. Thursday’s White House meeting was postponed because Bush plans a trip to Yuma, Ariz., where he will discuss border security and immigration. – Laura Meckler
The chiefs of the big, unionized companies—General Motors, Ford Motor and DaimlerChrysler’s Chrysler Group—still plan to meet with congressional leaders on Friday, where they will lobby for support for ethanol and other biofuels—an alternative energy source where U.S. companies lead the way. Support is growing on Capitol Hill for investment in these fuels as an alternative to dependence on foreign oil. Four meetings are planned Thursday, with Republican and Democratic leaders in the House and the Senate.
U.S. auto makers have already produced millions of these flexible fuel cars, mostly because these autos help them to meet fuel economy standards. And the auto chiefs will pledge to produce more in the coming years. But, as is, few of these vehicles actually do run on alternative fuels because few gas stations carry it, and Detroit will be looking for help in growing the ethanol infrastructure.
With gas prices topping $3 a gallon in much of the country, energy policy is hot in D.C. But it’s not at the top of the agenda. Thursday’s White House meeting was postponed because Bush plans a trip to Yuma, Ariz., where he will discuss border security and immigration. – Laura Meckler
Thursday, June 01, 2006
Thankfully - The Short Term Trend Up Continues
There is no question that the short-term trend is strengthening from the weakness that we saw in early last week. The good news is that just about every market index has bounced off their 200-day moving averages.
Paul Tudor Jones' Firm Buys 919,000 BWNG!
Hedge Fund Manager Paul Tudor Jones II firm shows up on our radar as a new Buyer of BWNG. Paul is an icon Wall Street investor and commodities trader.
Paul Tudor Jones II is Forbes #133 Richest Man - Click
Tudor Investment Firm - Click
Institutional Buying Increases - Click
Paul Tudor Jones II is Forbes #133 Richest Man - Click
Tudor Investment Firm - Click
Institutional Buying Increases - Click
Wednesday, May 31, 2006
SHORT SQUEEZE ALERT ON BWNG
SHORT SQUEEZE INFO - Click
There is over 8,450,000 shares short.
It would take 3 Days to cover.
The market cap is $990 Million, however it would cost over $5 Billion to re-build their already existing fiber optic network!
Insiders own 15%. Institutions own 48% up from 22% a few months ago!
The company is at BE EBITDA as well.
$20 near term is certainly doable.
BWNG Technical Chart
BWNG Weekly Chart
There is over 8,450,000 shares short.
It would take 3 Days to cover.
The market cap is $990 Million, however it would cost over $5 Billion to re-build their already existing fiber optic network!
Insiders own 15%. Institutions own 48% up from 22% a few months ago!
The company is at BE EBITDA as well.
$20 near term is certainly doable.
BWNG Technical Chart
BWNG Weekly Chart
UARM and BWNG Similarities
Our old coverage of Under Armour several months back looks like BWNG today. One day it just turned up and it keeps going. Currently, UARM is up 17% from a terrible March. BWNG has had a terrible May similar to UARM's March! (Now keep in mind that this is where institutions are accumulating BWNG...right now!)
UARM Chart
UARM Chart
Tuesday, May 30, 2006
Market Activity Today
U.S. stocks had their biggest decline in two weeks, probably making May the worst month in three years, after consumer confidence declined, oil prices rose and Wal-Mart Stores Inc. struggled to meet its sales forecast.
Today's biggest losses came in the Nasdaq and Small Cap stocks as well as basic materials stocks. Emerging markets lost another 4.0% on average. This shows that investors are still selling their riskier holdings and moving some money to the sidelines.
Today's biggest losses came in the Nasdaq and Small Cap stocks as well as basic materials stocks. Emerging markets lost another 4.0% on average. This shows that investors are still selling their riskier holdings and moving some money to the sidelines.
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