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Barron's Picks And Pans: Apple, Seagate Technology, Toll Brothers And More
Saturday, April 9, 2016 - 4:02pm | 594Featured stories this weekend in Barron's ponder the prospects for two technology giants, a leading luxury homebuilder and a small-cap bottle maker. This issue also includes the latest Barron's mutual fund quarterly report, which takes a look at results from the rough first quarter. Other articles...
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High Hopes For Lululemon Earnings, Not So Much For BlackBerry and Micron Technology
Sunday, March 27, 2016 - 10:26am | 781It will be quiet on the earnings front this week as the calendar quarter winds to a close. The week's three most prominent reports will come from makers of apparel, telecom equipment and semiconductors. Wall Street consensus forecasts see earnings growth from only one of these three...
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Why Short Sellers Like Maxim Integrated Over Analog Devices
Tuesday, December 29, 2015 - 9:53am | 1003Short interest in the leading semiconductor stocks was mixed again in early December. Short sellers piled on Maxim Integrated Products Inc. (NASDAQ: MXIM) in particular during that time. Yet, the number of Analog Devices, Inc. (NASDAQ: ADI) and NXP Semiconductors NV (NASDAQ: NXPI) shares short...
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Pre-Christmas Earnings Coming From Nike, Micron And Few Others
Monday, December 21, 2015 - 9:35am | 796Wall Street is looking for solid quarterly results from Nike this week. Expectations are lower for earnings from Micron Technology. ConAgra Foods and Paychex are on deck ahead of the holiday too. In the holiday shortened week, there are just a few earnings reports of note on the...
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Oracle, Rite Aid Highlight Slow Earnings Week
Sunday, December 13, 2015 - 5:35pm | 752Wall Street is looking for solid quarterly results from FedEx Corporation (NYSE: FDX) this week. Expectations are lower for earnings from Oracle Corporation (NYSE: ORCL) and Rite Aid Corporation (NYSE: RAD). The consensus forecast calls for another net loss from BlackBerry Ltd (NASDAQ: BBRY). As...
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Barron's Recap: Bad News For Intel
Sunday, November 1, 2015 - 8:52pm | 945The cover story in this weekend's Barron's takes a look at who benefits from new cloud chip technologies. This issue also includes picks from the Barron's Emerging Markets Roundtable, as well as a closer look at inflation indexes. The prospects for Kinder Morgan, Pfizer, Avis...
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Short Sellers Like These Three Top Semiconductor Stocks
Wednesday, October 28, 2015 - 3:26pm | 960Short interest in the leading semiconductor stocks was mixed again in early October. Short sellers piled on Applied Materials, Inc. (NASDAQ: AMAT), NVIDIA Corporation (NASDAQ: NVDA) and Qorvo Inc (NASDAQ: QRVO) in particular during that time. Several other chip stocks also saw double-digit...
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Barron's Recap: Donald Trump And The Art Of Baloney
Sunday, October 11, 2015 - 12:11pm | 866The cover story in this weekend's Barron's recalls an incident when Donald Trump attacked a securities analyst. This issue also includes Barron's inaugural Asian Roundtable and a Penta look at London. The prospects for Mattel, Raymond James, Micron Technology, Esterline...
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The Semiconductor Market Is Looking Weak, CLSA Warns
Tuesday, October 6, 2015 - 8:29am | 330Micron Technology, Inc. (NASDAQ: MU) shot more than 10 percent higher after reporting that it bought Tidal Systems to develop controllers for SSDs. CLSA's Sanjeev Rana said in a new research note that the outlook for the DRAM market would remain weak, with "pricing to remain...
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Costco And Micron Lead Calm Before The Earnings Storm
Sunday, September 27, 2015 - 6:28pm | 872Few earnings reports are scheduled for this week, ahead of the third-quarter reporting kickoff. Costco and Micron Technology are the highlights of the week, but expectations for them are quite different. Others reporting this week include Paychex and Walgreens. One calendar quarter ends and...
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Nike And BlackBerry Highlight Another Quiet Earnings Week
Sunday, September 20, 2015 - 11:25am | 861As the calendar quarter winds down, it will be another fairly quiet week on the earnings front. Wall Street analysts by and large expect to see at least a little growth in earnings from packaged foods giants ConAgra Foods Inc (NYSE: CAG) and General Mills, Inc. (NYSE: GIS) when they share their...
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MKM Partners: Time To Buy Micron
Tuesday, September 8, 2015 - 4:04pm | 299Micron Technology, Inc. (NASDAQ: MU) has declined more than 50 percent year-to-date. Ian Ing, executive director at MKM Partners, upgraded the stock to Buy from Neutral with a $23 price target. Ing noted that this was "not a call that fundamentals have sustainably turned positive,...
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2 Developments That Should Have Memory Chip Investors Concerned
Tuesday, August 18, 2015 - 3:46pm | 306Bank of America Merrill Lynch analyst Simon Dong-Je Woo issued a cautious note on the memory chip sector, noting that the industry seems to be investing more heavily in capital expenditures that threaten at least near-term performance metrics. Specifically, Woo pointed to HYNIX SEMICONDUCTOR (...
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What TD Ameritrade Investors Bought And Sold Last Month
Tuesday, August 11, 2015 - 11:22am | 491TD Ameritrade released its monthly Investor Movement Index, showing that its clients were "strong net buyers" of equities in July. TD said that clients also increased their equity exposure during the month. Popular amongst the buys were oil producers and stocks that have performed well...
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Tech Strategist Opens His Shopping List For Market Sell-Off
Thursday, July 9, 2015 - 8:27am | 411Sean Udall was recently a guest on #PreMarket Prep, a daily trading idea radio show hosted by Joel Elconin and Dennis Dick. Quantum Trading Strategies Chief Investment Officer Sean Udall was recently a guest on Benzinga's #PreMarket Prep, where he said that the equity markets have been in...