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Motorola Solutions, Inc. (MSI)

- NYSE
  • Aug. 21, 2013, 9:32 AM
    • AIG remains the "king of the hedge fund castle" writes ValueWalk, as Goldman's latest Hedge Fund Monitor shows 69 funds have the stock in their top 10 holdings as of June 30, ahead of #2 Google (GOOG) at 65 and #3 Apple (AAPL) at 50. The percent of equity cap owned by hedge funds is 14% for AIG, as opposed to negligible amounts for both Google and Apple.
    • Based on percent of equity cap owned by hedge funds, Charter Communications (CHTR) is the #1 hedge fund hotel at 37%. Among S&P 500 stocks, J.C. Penney at 36%, Constellation Brands (STZ) at 30% and H&R Block (HRB) at 26% lead the way. The average for the entire S&P 500 is 5%.
    • Goldman's basket of 20 "Most concentrated" hedge fund stocks has outperformed the S&P 500 by nearly 1200 bps YTD. Since 2001, the strategy has outperformed the S&P 69% of the time and by an average of 263 bps per quarter. In addition to the earlier-mentioned names there's: AN, VRSN, FDO, THC, CBG, GT, NFLX, TRIP, LYB, WPX, MSI, BEAM, DLTR, ZTS, WYN, LM, ETFC.
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  • Aug. 14, 2013, 5:56 PM
    • Motorola Solutions (MSI) CFO Ed Fitzpatrick is leaving the company. Finance VP Gino Bonanotte will serve as interim CFO while the company looks for a permanent replacement (the search is expected to be finished by year's end).
    • No explanation is given for Fitzpatrick's departure. MSI has missed revenue estimates (I, II) and issued soft guidance (I, II) for two quarters in a row.
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  • Jul. 24, 2013, 10:37 AM
    Motorola Solutions (MSI -9.8%) falls hard after providing soft guidance to go with mixed Q2 results. The company expects Q3 revenue to be flat to -3% Y/Y, and EPS of $0.97-$1.02, below a consensus for 4.7% growth and $1.25. The guidance overshadows a 19% hike in the networking hardware firm's dividend to $0.31/share (yield is now at 2.3%), and a new $2B buyback authorization (available funds now at $2.5B). A 5% Y/Y drop in enterprise sales (-12% exc. the Psion purchase) pressured Q2 results. Government sales (69% of revenue) fell 1% after rising 3% in Q1. Enterprise op. margin fell 410 bps Y/Y to 11.9%, government op. margin rose 120 bps to 17.6%. (PR)
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  • Jul. 24, 2013, 7:05 AM
    Motorola Solutions (MSI): Q2 EPS of $1.12 beats by $0.08. Revenue of $2.1B (-2% Y/Y) misses by $0.03B. (PR)
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  • Jul. 24, 2013, 12:05 AM
    Notable earnings before Wednesday’s open: ABC, AOS, ARMH, ARW, ATI, BA, CAT, CFR, CKSW, CP, CVE, DAL, DPS, ECA, ELN, EMC, EVR, F, GD, GNTX, ICON, LAD, LCC, LL, LLY, MCO, MDCO, MSA, MSI, MTH, NDAQ, NOC, NOR, NYCB, OC, OCR, PCH, PEP, PLD, PVR, PX, RAI, RCI, RDN, RES, RLGY, SAVE, STX, TEL, TMO, TROW, TUP, WLP, WYN
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  • Jul. 23, 2013, 5:30 PM
    Notable earnings before Wednesday’s open: ABC, AOS, ARMH, ARW, ATI, BA, CAT, CFR, CKSW, CP, CVE, DAL, DPS, ECA, ELN, EMC, EVR, F, GD, GNTX, ICON, LAD, LCC, LL, LLY, MCO, MDCO, MSA, MSI, MTH, NDAQ, NOC, NOR, NYCB, OC, OCR, PCH, PEP, PLD, PVR, PX, RAI, RCI, RDN, RES, RLGY, SAVE, STX, TEL, TMO, TROW, TUP, WLP, WYN
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  • Jun. 19, 2013, 2:42 PM
    Aside from Linn Energy (LINE +6%) (earlier), SandRidge Energy (SD +3.2%) also enjoys a sustained rise from Lee Cooperman's CNBC comments. He thinks SD's assets are worth close to $10/share and expects management changes in the coming weeks. The full list of stocks Cooperman likes (video): TCRD, ESRX, HAL, RIG, QCOM, MSI, CIM, S, DISH, ARP.
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  • May. 23, 2013, 7:31 AM
    Motorola Solutions (MSI) is maintained a Neutral at MKM Partners despite upbeat management comments at an analyst meeting yesterday. MKM sees the potential for more guidance cuts this year, noting the company maintained H2 forecasts despite missing its Q1 target and cutting its Q2 outlook. MKM notes more significant news from the meeting: The implementation of a holding-company structure for overseas units that should lower the 2013 effective tax rate to 10-15% from 32-33%.
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  • May. 7, 2013, 7:02 PM
    Though Ruckus (RKUS -26.2%) claims its Q1 miss and soft guidance aren't tied to competition, "it is difficult to reconcile the implied disparity between Ruckus’ growth and that of the overall [carrier] Wi-Fi market," says Lazard, discussing its downgrade to Neutral. However, other companies, such as F5 and Fortinet, have also reported soft carrier demand for discretionary projects. Meanwhile, Raymond James thinks Ruckus and Aruba's (ARUN -22.8% - previous) warnings, along with Motorola Solutions' (MSI) guidance, suggests enterprise Wi-Fi growth is slowing.  Market leader Cisco (CSCO -2%), whose Wi-Fi unit posted 27% Y/Y growth last quarter, reports on May 15.
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  • May. 7, 2013, 3:58 PM
    Motorola Solutions (MSI) declares $0.26/share quarterly dividend, in line with previous. Forward yield 1.83%. For shareholders of record June 14. Payable July 15. Ex-div date June 12. (PR)
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  • Apr. 24, 2013, 10:12 AM
    A Q1 miss and soft guidance lead Motorola Solutions (MSI -9.3%) to dive. The enterprise/government networking hardware provider expects Q2 revenue to be flat to down 2% Y/Y and EPS to come in at $0.66-$0.71, below a consensus of 4.6% growth and $0.86. Moreover, MSI now forecasts full-year revenue growth of 3%-4%, below a 5.3% consensus. Government sales rose 3% Y/Y in Q1 (down from +10% in Q4), while enterprise sales fell 4%, and would've dropped 12% if not for the acquisition of handheld computer vendor Psion (-3% in Q4 inc. Psion, -12% otherwise). Gross margin fell 130 bps Y/Y to 48.4%. (PR)
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  • Apr. 24, 2013, 7:06 AM
    Motorola Solutions (MSI): Q1 EPS of $0.66 misses by $0.01. Revenue of $1.97B (+1% Y/Y) misses by $0.08B. (PR)
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  • Apr. 24, 2013, 12:05 AM
    Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN
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  • Apr. 23, 2013, 5:30 PM
    Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN
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  • Feb. 26, 2013, 6:08 AM
    Low interest rates may be hurting corporate pension funds, but companies continue to exploit the opportunity to issue debt on the cheap, with eight yesterday selling $9.9B in bonds. Pepsi (PEP) led the way by raising $2.5B, followed by UnitedHealth (UNH) with $2.25B and Caterpillar Financial Services (CAT) with $1.1B.
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  • Feb. 14, 2013, 2:37 PM
    Tiger Global still owned nearly 10% of Groupon (GRPN - previous) at the end of Q4, the money manager discloses in its latest 13F. However, Tiger liquidated its sizable positions in LinkedIn (LNKD - 2M shares), Facebook (FB -11.8M shares), and Google (GOOG - 698K shares). A 1M-share position was established in First Solar (FSLR), a 525K-share position in Workday (WDAY), a 3.8M-share position in YY (YY +4.5% - spiking higher) , and a 1.5M-share position in Motorola Solutions (MSI).
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Company Description
Motorola Solutions Incdesigns, manufactures and sells communications infrastructure, devices, system software and applications, and provide services associated with their use. Its products include bar code scanners, mobile computers, & among others.