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  • Wells Fargo initiates coverage on WhiteWave Foods (WWAV) with an Outperform rating and a price valuation range of $17 to $19. The firm thinks the Dean Foods spinoff is a promising pure play entry into the health and wellness sector behind its strong market share in on-trend categories. [View news story]
    WWAV has promising upward future with increasing demand for organic diary products and good availability at Wal-Mart stores.
    Jan 30, 2013. 10:19 AM | Likes Like |Link to Comment
  • Maybe less entertaining than Byron Wien, but almost surely more actionable is this list of predictions for 2013 from Ploutos. Among the ideas is outperformance by DELL and HPQ thanks to activist investors taking major stakes. A big purchase by Berkshire Hathaway (BRK.B) is being talked about, and Ploutos guesses it will be Cummins (CMI). Will JNJ give up its AAA rating to lever up and return cash to shareholders? [View news story]
    Rhetorical question? or any educated predictions/guesses on your question that follows?
    Will JNJ give up its AAA rating to lever up and return cash to shareholders?
    Jan 3, 2013. 05:33 PM | Likes Like |Link to Comment
  • Netflix (NFLX +6.5%) roars out of the gate with a solid gain as Citi backs the Buy-rated name on the strength of their survey that shows improving customer satisfaction for the first time since last year's "Apocaflix" PR disaster. The Citi take in a nutshell: NFLX can be bought by investors at 10X P/E as its U.S. operations generate $5.50 in EPS, with a free call option on the company's international business. (Also: Whitney Tilson pitches the bull case on NFLX) [View news story]
    Great thing about Netflix is whether you are long or short some analyst will support your position. Has been some recent piling on with doomsday scenarios but with a stock like this that depends on its customer base the fickleness of customer loyalty remains the wild card.
    Oct 3, 2012. 12:39 PM | Likes Like |Link to Comment