TOP NEWS
MARKET CURRENTS
-
5:15 AM Directors at Chesapeake Energy (CHK) recruit Anadarko (APC) senior VP of international and deep-water operations Robert Douglas Lawler to succeed Aubrey McClendon as CEO, WSJ says. Lawler, a seasoned industry veteran, will join CHK on June 17 and says he "looks forward to generating value for shareholders in the years ahead." Besides plugging a multi-billion dollar gap between the company's spending and cash flow, Lawler's greatest challenge might be dealing with McClendon, whose contractual well investment rights mean he will likely be a part of the picture at CHK even if he isn't at the helm. Comment! [Energy, Top Stories]
-
4:57 AM The Japanese economy is slowly improving, the government says, pointing to evidence that exports and factory output are beginning to show signs of life. The upgraded economic assessment is the first upbeat report in two months. Additionally, Reuters Tankan survey showed a sixth consecutive month of improving manufacturer sentiment in Japan, as exporters cheer the weak yen. The index printed at 7, the first positive read in more than a year. The country's Economics Minister says the stage is set for a "V-shaped recovery." The rosy outlook was enough to boost the Nikkei (EWJ, DXJ)) 1.47% on the session. Comment!
-
4:33 AM Goldman upgrades Abbott Laboratories (ABT) to Buy from Neutral saying H2 business pressures have "resolved into a more positive trajectory" and valuation has become relatively more compelling thanks to the rally in the S&P and increased peer multiples. Price target: $44 from $38. Comment! [Healthcare]
-
12:10 AM Notable earnings after Monday’s close: TIVO Comment! [Earnings]
-
12:05 AM Notable earnings before Monday’s open: CPB, HGG, JASO, QIHU 1 Comment [Earnings]
-
12:00 AM Monday's economic calendar:
8:30 Chicago Fed National Activity Index Comment!
-
19 May, 10:30 PM "France, but also Germany, have a special responsibility, as heavyweights in the eurozone, to take seriously the new deficit reduction rules," Bundesbank chief Jens Weidmann says, becoming the second official in a week to remind France of its obligation to cut its budget deficit to 3%, even if it takes a few extra years. There is a "certain amount of flexibility" in the rules, Weidmann continues, but their "credibility won't be enhanced if one were to exhaust [that] flexibility right at the start." Translation: Weidmann doesn't want anyone pushing their luck. 3 Comments [Global & FX]
-
19 May, 10:12 PM The latest installment of the Senior Loan Officer Opinion Survey, has some observers worried. Citing "increased competition," banks generally reported easing their lending standards on business loans over the last three months, as razor thin margins have created a scramble for C&I business (previous). Concurrently, the amount of business loans extended rose 10% Y/Y to $1.55T, leading some to question whether the combination of more lending and lax underwriting standards might prove hazardous to the system. Competition "creates the temptation to do silly things," M&T vice-chairman Mike Pinto tells FT. 3 Comments [U.S. Economy, Financials]
-
19 May, 7:48 PM Among those apparently not worried about the fate of the 787 Dreamliner during the first quarter were hedge funds. All told, hedgies spent $1.6B during Q1 buying shares of Boeing (BA), FactSet says. (Also: 787 deliveries begin anew) 4 Comments
-
19 May, 6:34 PM Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. 26 Comments [Tech]
STOCKTALKS
Sign in to view StockTalks by people you follow
TOP ARTICLES5:29 AM ET MONDAY MAY 20
PORTFOLIO
| Symbol | Alerts | Price | Chg | % Chg |
|---|
Latest Portfolio Headlines
More on this portfolio:
Day Watch |
Alerts |
Holdings |
Performance |
Momentum |
Valuation |
Profitability |
Dividends |
Debt |
Ownership
LATEST ARTICLES
- AMD's ARM Strategy: Crazy Or Brilliant? by Ashraf Eassa • Comment!
- UniPixel Shares Take One On The Chin by Green River Asset • Comment!
- Bull Market Speed Bump #1: All News Is Good News (Confirmation Bias) by Philip Mause • Comment!
- Can McDonald's Maintain Its Leadership Forever? by The Outsider • Comment!
- Gold Charts: Warning In February Still Valid Today by Kevin Wilbur • Comment!
- Is The Art Market A Bubble That's About To Burst? Maybe Not... by Logical Thought • Comment!
- Netflix Moves To Become The HBO Of The Internet by AlphaVN Research • Comment!
- Latest BDC Rankings For Q1 2013 by BDC Buzz • Comment!
- Johnson & Johnson Dividend Stock Analysis by Dividends4Life • 2 Comments
- If You Are Going To Be A Successful REIT Investor, You Must Go Where The REITs Are by Brad Thomas • Comment!
ALPHA-RICH IDEAS
- The Hard Money Has Been Made In Imperial Holdings by Whopper Investments • 7 Comments
- AdCare Tender Offer Looks Improbable by Benjamin Mackovak • 5 Comments
- CST Brands: Valero's Spin-Off Is Currently Undervalued And Under-Earning by Daniel Phillips • 17 Comments
- TeraGo: The Cheapest Communications Cash Cow You've Never Heard Of by Cash Man • 46 Comments
- POSCO: Sustainable Competitive Advantages, Significant Margin Of Safety And Catalysts For 150% Upside by ROIC1 • 9 Comments
- LCA-Vision: The Case For Calculated Optimism by Thomas Finser • 6 Comments
- American Greetings Waiting To Greet A Higher Bid by Whopper Investments • 13 Comments
- Fidelity National Financial: 33% Of The Title Insurance Market At The Cusp Of A Housing Recovery by Intangible Valuation • 6 Comments
- Cache Offers Huge Value by Whopper Investments • 28 Comments
- Will Premier Exhibitions' Titanic Auction Go On And On? by Chris DeMuth Jr. • 33 Comments
MACRO VIEW
- Bull Market Speed Bump #1: All News Is Good News (Confirmation Bias) by Philip Mause • Comment!
- Gold Charts: Warning In February Still Valid Today by Kevin Wilbur • Comment!
- Gold Supply And Demand Fundamentals: Q1 2013 by Jason Hamlin • Comment!
- Commodities Poised To Rally? by Cam Hui • Comment!
- Gold And Gold Stocks: Positioning And Sentiment by Pater Tenebrarum • Comment!
- Is There A Market Strategy For 18 Up Tuesdays? by Everyday Finance • Comment!
DIVIDENDS & INCOME
- Johnson & Johnson Dividend Stock Analysis by Dividends4Life • 2 Comments
- If You Are Going To Be A Successful REIT Investor, You Must Go Where The REITs Are by Brad Thomas • Comment!
- I'm Not Gonna Brag, But I Did Recommend Stag by Brad Thomas • 1 Comment
- Evaluating EV Energy's Lofty Distribution by Valuentum • Comment!
- Evaluating Southern Copper's Intrinsic Value by Valuentum • 2 Comments
- Shades Of 1999 by George Acs • 8 Comments
ETFs & PORTFOLIO STRATEGY
- FEZ And Euro Decoupling And The Implications by Sean Bellamy McNulty • 1 Comment
- 4 Things Einhorn And Soros Are Forgetting About Gold Miners ETF by Benzinga • 11 Comments
- What To Do When Things Are Nuts? by David Merkel • 5 Comments
- Further Analysis Of The 40 Stock Portfolio by Lowell Herr • 2 Comments
- Tactical Portfolio Rebalancing Using Target Date Funds/ETFs by Gary Cheng • 2 Comments
- A Journey To Add Biotech To The Portfolio by Gregory Stuckey • 8 Comments
INVESTING IDEAS
- UniPixel Shares Take One On The Chin by Green River Asset • Comment!
- Can McDonald's Maintain Its Leadership Forever? by The Outsider • Comment!
- Is The Art Market A Bubble That's About To Burst? Maybe Not... by Logical Thought • Comment!
- Netflix Moves To Become The HBO Of The Internet by AlphaVN Research • Comment!
- Dover Corporation - A Quantitative Analysis by Ron Sommer • Comment!
- Cheniere Energy: A Way To Profit From Lower Natural Gas Prices by Albert Alfonso • Comment!