Via News Contrast:
S&P FAIR VALUE +$0.14.
(ADL) AMDL registered to sell 10.5M shares for selling holders.
(NASDAQ:AHGP) Alliance Holdings IPO priced 12.5M shares at $25.00, at the high-end of the range.
(OTCPK:ATAR) Atari raised $13M by selling non-core gaming names.
(NYSE:AWR) American States Water $0.35 EPS vs $0.25e; unsure if comparable.
(NASDAQ:BECN) Beacon Roofing $0.16 EPS vs $0..10e.
(NASDAQ:BIDU) Baidu.com shares up almost 30% pre-market on blow-out quarter and guidance.
(BOFL) Bancshares of Florida 2.5M share secondary priced at $21.50.
(NASDAQ:BOOM) Dynamic Materials priced its 5.15M share secondary at $35.00; versus $35.77 close.
(CEGE) Cell Genesys gets FDA Fast Track status for GVAX Immunotherapy.
(NYSE:CRL) Charles River Labs $0.50 EPS vs $0.56e.
(NASDAQ:CRYP) Cryptologic gets 3-year gaming site feature pact with Playboy.
(NASDAQ:CSCO) Cisco Systems $0.29 EPS vs $0.26e; R$7.3B vs $7.16B(e); general guidance deemed tepid by many as revenues were not raised above guidance; stock down almost 1% pre-market.
(CTEC) Cholestec $0.14 EPS vs $0.11e.
(NYSE:DIS) Disney $0.37 EPS vs $0.31e; R$8.0269B vs $8.18B(e).
(FWLT) Foster Wheeler $0.23/R$645.8M vs $0.38/$680M(e); stock Down 4% pre-market.
(NASDAQ:HAWK) Petrohawk Energy $0.39 EPS vs $0.21e.
(HGSI) Human Genome Science -$0.47 EPS vs -$0.49e.
(NYSE:HW) HW announced a hydrogen peroxide acquisition to expand capacity.
(IFX) Infineon’s board has approved an IPO of its memory unit as expected.
(NYSE:IMAX) Imax signed a theatre agreement in Louisiana.
(LEAP) Leap Wireless $0.29 vs $0.06 (unsure if gains) and R$266.7M vs $246M(e); will raise $250M to bid on wireless licenses; share rose 4% after-hours.
(MIR) Mirant $0.46 EPS vs $0.23e; stock up almost 5%.
(NASDAQ:MFLX) Multi-Fineline $0.49 EPS vs $0.51e; guidance soft.
(NASDAQ:MSFT) Microsoft unveils its “Office of the Future” in Washington today.
(NASDAQ:NICE) Nice Systems $0.42 EPS vs $0.40e.
(OTCQB:NOVC) Novacea IPO priced 6.25M shares at $6.50, under the original $7.00 to $8.00 range.
(NASDAQ:NWS) News Corp reportedly in talks to acquire a Turkish media company “TGRT.”
(NASDAQ:OSTK) Overstock.com down 12% on an SEC subpoena.
(NYSE:PVH) Phillips Van-Heusen 10.1M share secondary priced at $38.00.
(PXG) Phoenix Footwear CEO is leaving for entrepreneurial interests.
(RMIX) US Concrete -$0.08 EPS vs -$0.06e; sees next Q $0.18-0.23 vs $0.24e.
(RMK) ARAMARK $0.32 EPS vs $0.29e.
(RRI) Reliant -$0.46 EPS vs -$0.34e, but R$2.45B vs $2.2B(e).
(SFCC) SFBC stock down 24% pre-market on weaker than expected results.
(SNDK) SanDisk noted as alternative MP3 player product for those that don’t want an Apple iPod in Business Week online.
(NASDAQ:SYMC) Symantec $0.26/R$1.3B vs $0.25/$1.27B(e); guides Q1 0.20-0.21/R$1.2-1.25B vs $0.24/$1.25B(e); sees FY EPS $1.05-1.15 vs 1.11-1.12e and R$5.3-5.5B vs $5.35B(e).
(NASDAQ:TASR) Taser announced another lawsuit against the company was dismissed;
(NASDAQ:TEVA) Teva $0.37/R$1.67B vs $0.41/$1.88B(e).
(TM’) Toyota stock up 5% after earnings.
(NYSE:TWX) Time Warner featuring an investor day conference.
(NYSE:TXN) Texas Instruments has an analyst day today.
(NASDAQ:TZOO) Travelzoo up 4% after showing over 100 advertisers.
(UARM) Under Armor registers 6.815M Shares for selling holders.
(NYSE:UNH) United Healthcare up 0.6% pre-market as Citigroup said the stock could double over the next couple of years.
(NYSE:VZ) Verizon considering selling some of its landline business according to WSJ.
(WEDC) White Electronic Design $0.07 EPS vs $0.06e.
(WFMI) Whole Foods supposedly running “values and deals” ads over next 10 days according to New York Times.
(WSSI) Webside Story $0.12 EPS vs $0.11e.
AKAM started as Peer Perform at Thomas Weisel.
ARRS started as Hold at Brean Murray.
AZPN target raised to $14 at Jefferies.
BBG raised to Strong Buy at First Albany.
BIDU raised to Mkt Perform at Piper Jaffray.
CAKE raised to Buy at AGEdwards.
CELL reitr Outperform at CIBC.
CFC raised to Overweight at MSDW.
CSCO reitr Outperform at Thomas Weisel; reitr Buy at Deutsche bank; reitr Outperform at Goldman Sachs; reitr Buy at Citigroup; reitr Overweight at Prudential.
CVC reitr Buy at Deutsche Bank.
DCX raised to Buy at Deutsche Bank.
DRI cut to Underperform a Jefferies.
FLEX reitr Buy at Citigroup.
FLR cut to Mkt Perform at FBR.
GAP maintained Outperform at CIBC.
HANS started as Outperform/$230 target at Goldman Sachs.
HIMX started as Outperform at Piper Jaffray.
KG started as Underweight at JPMorgan.
LFUS raised to Outperform at Baird.
LPNT raised to Buy at Deutsche Bank.
MDTL cut to Accumulate at Brean Murray.
MET raised to Overweight at Lehman.
MFLX cut to Neutral at Baird; cut to Neutral at First Albany.
MGA cut to Neutral at UBS.
MPWR started as Outperform at CIBC.
NMHC cut to Neutral at First Albany.
NRG cut to Underperform at RBC.
NVDA maintained Sell at ThinkEquity; stock down 1.3% pre-market.
PETM raised to Outperform at Thomas Weisel.
PETM raised to Buy at Deutsche Bank.
QCOM maintained Neutral at CSFB.
RAE cut to Mkt Perform at JMP.
SAPE cut to Underperform at RBC.
SKYW added to Focus 1 List at Merrill Lynch.
SNN raised to Overweight at Lehman.
SOLD raised to Outperform at Piper Jaffray.
SRZ cut to Hold at Stiffel Nicklaus.
SYMC raised to Outperform at Cowen; reitr Buy at UBS; maintained outperform at Thomas Weisel.
UNH reitr Buy at Citigroup.
USB raised to Buy at UBS.
VTIV started as Buy at B of A.
WRNC cut to Neutral at B of A; cut to Neutral at JPMorgan.
YUM raised to Buy at B of A.
Cramer’s “Mad Money”: Cramer recommended Amcol International (NYSE:ACO) for absorbent clay from volcanic ash clay called bentonite for oil-drilling. Cramer then recommended buying the French company Alstom, which trades in Paris under the symbol ALO. Cramer then recommended Northrop Grumman (NYSE:NOC) and Lockheed Martin (NYSE:LMT). In the "Lightning Round," Cramer was POSITIVE on Mobile Mini Storage (NASDAQ:MINI), JDS Uniphase (JDSU), Honda Motor (NYSE:HMC), Toyota (NYSE:TM), RPC (NYSE:RES), Ceradyne (CRDN), FPL Group (NYSE:FPL), Nektar Therapeutics (NASDAQ:NKTR), Energy Partners (NYSE:EPL), RF Micro Devices (RFMD), Lifecell (LIFC), American Movil (AMK), Sygenta (NYSE:SYT), Cenveo (NYSE:CVO), Gehl (GEHL) and Knight Capital (NITE), and he was NEGATIVE on Nuance (NASDAQ:NUAN), Teco Energy (NYSE:TE) and Concur Tech (NASDAQ:CNQR).
WSJ "Heard on the Street" column notes that the spending of leading technology companies such as Microsoft (MSFT), Amazon (NASDAQ:AMZN), Google (NASDAQ:GOOG), and others is fueling investor backlash against some of the stocks as the spending activities and goals are unclear.
FOMC Meeting today and a 25 basis point hike is widely expected.
10:30 AM EST Weekly Oil Inventories.