TOP NEWS
MARKET CURRENTS
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6:20 PM Seaspan (SSW): Q1 EPS of $0.51 beats by $0.26. Revenue of $152M (+25.7% Y/Y) in-line. Shares -0.2% AH. (PR) Comment! [Earnings]
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6:15 PM In its Energy in Charts report, the American Petroleum Institute warns of a looming U.S. energy crunch, calling for steps from opening up more federal lands for drilling to accessing more U.S. coastal areas for oil and gas exploration. A Center for American Progress response stresses the results of unchecked global warming that could ensue if Big Oil is granted its wish list. Comment! [Energy]
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6:13 PM Nvidia's (NVDA) cloud-based graphics processpor (GPU) solution is a big deal, argues industry consultant Patrick Moorhead. Unlike present-day GPUs, Nvidia's offerings can handle multiple PC users at once from the confines of a data center. That could provide a lift to the PC virtualization market in general, especially since market leaders Citrix (CTXS - previous) and VMware (VMW, EMC) are supporting Nvidia's solution. Comment! [Tech, Quick Ideas]
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6:12 PM Ctrip.com International (CTRP): Q1 EPS of $0.18 in-line. Revenue of $153M (+18% Y/Y) beats by $9M. Shares +3.3% AH. (PR) Comment! [Earnings, On the Move]
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6:11 PM More on 8x8 (EGHT): FQ4 beats on a 33% Y/Y jump in total revenue. Revenue from business customers increased 44% year over year to $22.8M. Average number of services subscribed to per business customer grew to 9.8 from 8.0 in the same year-ago period. Business customer churn was 2.0%, compared with 2.3% in Q411, revenue churn was 1.6%. Shares +7.5% AH. Comment! [Earnings]
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6:00 PM The retina displays Apple (AAPL) is reportedly planning to use in next-gen MacBook models due next month could cost nearly $100 more than regular displays, estimates NPD's Richard Shim. That could put some near-term pressure on Apple's gross margin, which hit a record in the March quarter, though the company's history of cutting favorable deals with component suppliers might limit the impact. (also) Comment! [Tech]
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6:00 PM On the hour: S&P -0.05%. 10-yr -0.02%. Euro +0.01% vs. dollar. Crude +0.18% to $92.81. Gold +0.15% to $1540.65.
Comment!
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5:58 PM Southwest Airlines (LUV) defers deliveries of 30 Boeing (BA) 737-800 jets by some four years, saving more than $1B as the carrier extends a cap on fleet size and works to curb rising costs until it hits financial targets. Even as travel demand is strong, LUV CEO Gary Kelly wants to slow growth until hitting a goal of 15% return on invested capital. Comment! [Consumer]
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5:52 PM "Good news for all North American oil producers": The spread between Brent crude and WTI will collapse as the reversed Seaway pipeline is completed and expanded, Canadian National Resources (CNQ) President Steve Laut predicts. The spread should equal the ~$4/bbl cost of cost of shipping on the line upon completion in 2013, Laut says. (earlier) Comment! [Energy, Commodities]
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5:46 PM With Apple (AAPL) TV set rumors popping up every week, and Google (GOOG) doing whatever it can to make its TV platform a success, the TV industry is about to see a platform war commence that's similar to the mobile industry's fight, argues Forrester. And in that war, Microsoft (MSFT) currently has the pole position thanks to the Xbox and its long list of content deals. Microsoft recently boasted its 40M Xbox Live users spend over half their Xbox time consuming video/music. Comment! [Tech]
STOCKTALKS
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ANALYSIS FOR WEDNESDAY, MAY 16, 6:25PM ET
- Greek Worries Again Take Over Markets by Midnight Trader
- Wednesday Options Recap by Frederic Ruffy
- Taking Advantage Of Chesapeake's Woes by Tedra DeSue
- How Much Money Does It Take To Make Money?
- India: Cheaper And Safer Than China, Russia
- Go Long Bank Of America For The Risk / Reward
- How Low Interest Rates Impact Retirement Plans
- Sell In May: A Strategy Worth 33% A Year Since 2002
- Retail REITs Are Risk-Aligned, Investors Are Primed
- Do Lower Risk Stocks Outperform?
PORTFOLIO
| Symbol | Price | Chg | % Chg |
|---|
Latest Portfolio Headlines
LATEST ARTICLES
- Power Up Your Portfolio With Edison International Preferreds by Michael Terry • Comment!
- Are These David Einhorn's Newest Targets? by Lou Basenese • Comment!
- Apple's Drop Now Too Large To Ignore by John Tobey • 2 Comments
- 2 Dirt Cheap Oil Stocks Worth Buying Near Book Value Now by Trade In Mexico • Comment!
- Hedge Funds Like Nasdaq, Long-Dated Treasuries by Streetwise Blog • Comment!
- Become A Railroad Baron: The Art Of Building Your Own Rail ETF by Seeking Benny Frank • Comment!
- 3 Profitable Mid-Cap Stocks Rated As Strong Buys by ZetaKap • Comment!
- Wednesday's Large Decline Provides Great Entry Point For Abercrombie & Fitch Shares by Chris Katje • Comment!
- Buying Value And Growth With Adtran by Oltan Akin • Comment!
- The 160 Million Unit Club: Monster Beverage Corp. Vs. Apple by Stephen Rosenman • 2 Comments
- Handicapping The Recession Start And The Market Decline by One Eyed Guide • Comment!
- General TVIX Has Been Demoted: Use VIX ETFs Instead by Josh Krause • Comment!
- Why I Don't Agree With Analyst Optimism Regarding Chipotle by Jacob Steinberg • Comment!
- Gold Is Still Golden by Rajiv Tarigopula • 3 Comments
- J.C. Penney Loss Proves You Bet The Horse, Not The Jockey by Dana Blankenhorn • Comment!
NEW ON NEGLECTED STOCKS
- Power Up Your Portfolio With Edison International Preferreds by Michael Terry • Comment!
- Handicapping The Recession Start And The Market Decline by One Eyed Guide • Comment!
- General TVIX Has Been Demoted: Use VIX ETFs Instead by Josh Krause • Comment!
- Mining For Profits In Coal by Aaron Murdock • 1 Comment
- Tim Hortons: A Time To Buy by All American Investor • Comment!
- Is Susquehanna Bancshares Fairly Valued? What Investors Need To Know by Harvard Winters • Comment!
- Baytex Energy For Oil Income by Jeff B • 1 Comment
- General Dynamics Seems Undervalued By Up To 26% by Vytautas Drumelis • 1 Comment
- Southern Copper Corporation: 50% Upside Potential by Efsinvestment • 2 Comments
- Aecom Technology Corp. Is Bargain Priced by Contrary Wise • Comment!
- Growth Spotlight: MDU Resources by Roger S. Conrad • 2 Comments
- Sino-Global Shipping: A Potential Short-Term Double by Kinetic Investments • 2 Comments
- Analyst Upgrade Could Boost This Beaten Down Energy Concern by Bret Jensen • 1 Comment
- Short-Maturity ETFs Eye Money Fund Reform Gridlock by Tom Lydon • Comment!
MACRO VIEW
- Handicapping The Recession Start And The Market Decline by One Eyed Guide • Comment!
- Gold Is Still Golden by Rajiv Tarigopula • 3 Comments
- Central Bank Distortion Damages Risk Measures by Todd Campbell • 2 Comments
- Greek Worries Again Take Over Markets by Midnight Trader • 1 Comment
- Is There A Sell Off Coming For The Yen? by Ralph Shell • Comment!
- Chinese Economy: A Hidden Info Time Bomb? by Shaun Connell • Comment!
INVESTING FOR INCOME
- Power Up Your Portfolio With Edison International Preferreds by Michael Terry • Comment!
- 4 REITs To Buy Now For Big Gains In 2013 by Mel Daris • 3 Comments
- One Man's Search For A Safe And Growing Stream Of Income - Part 3 by Bob Wells • 4 Comments
- Baytex Energy For Oil Income by Jeff B • 1 Comment
- How Long Will Double-Digit Dividends Remain At Annaly Capital Management? by John Mylant • 4 Comments
- A Low-Risk Naked Put Strategy For Freeport-McMoRan by Sol Palha • 2 Comments
ETFs & PORTFOLIO STRATEGY
- General TVIX Has Been Demoted: Use VIX ETFs Instead by Josh Krause • Comment!
- How Facebook Will Sneak Into Your ETFs by Morningstar • Comment!
- ETF Midweek Peek: A Dangerous Market For Everybody by David Fry • Comment!
- Are Active ETFs Less Volatile Than Index Funds? by Tom Lydon • Comment!
- PIMCO Total Return: ETF Or Mutual Fund? by Tom Lydon • Comment!
- Short-Maturity ETFs Eye Money Fund Reform Gridlock by Tom Lydon • Comment!
LONG & SHORT IDEAS
- Apple's Drop Now Too Large To Ignore by John Tobey • 2 Comments
- Hedge Funds Like Nasdaq, Long-Dated Treasuries by Streetwise Blog • Comment!
- Wednesday's Large Decline Provides Great Entry Point For Abercrombie & Fitch Shares by Chris Katje • Comment!
- Buying Value And Growth With Adtran by Oltan Akin • Comment!
- The 160 Million Unit Club: Monster Beverage Corp. Vs. Apple by Stephen Rosenman • 2 Comments
- Why I Don't Agree With Analyst Optimism Regarding Chipotle by Jacob Steinberg • Comment!
