Analyst Calls: AGU, BODY, CPB, DYN, HRL, ITRI, POT, ROVI, SNDA, SWS …
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Campbell Soup (CPB), Hormel Foods (HRL), Analyst Initiations, Potash Corp. of Saskatchewan (POT)Analyst Upgrades
Dynegy (DYN) was upgraded to buy from neutral at Pritchard.
Itron (...
Thursday links: maintaining confidence
Quote of the day
Floyd Norris, “This is the rally that few believed and many missed.” (NYTimes)
Markets
Earnings have been great this quarter. (Crossing Wall Street)
Sentiment still bullish. (Bespoke, Trader’s Narrative)
Paulson & Co. rallies in October. (WSJ)
Canada blocks the BHP (BHP) bid for Potash Corp. (POT). (Bloomberg, WSJ, FT Alphaville)
Implied volatility usually DROPS after an event is...
Potash Corporation CEO Discusses Q3 2010 Results – Earnings Call Transcript
Potash Corporation of Saskatchewan Inc. (POT)
Q3 2010 Earnings Call Transcript
October 28, 2010 1:00 pm ET
Complete Story »
Analyst Calls: ALKS, AMLN, BAC, CFN, FWLT, MOS, PFE, VMW, WFR …
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Pfizer (PFE), Bank of America (BAC), Analyst InitiationsAnalyst Upgrades
Citigroup upgraded Mosaic (MOS) to buy from hold and raised its price target to $78 from $64 citing improving a...
Closing Bell: Preparing for Earnings, with Bonds Closed (GYMB, ALXA, IBM, DLTR, CIT, POT)
Filed under: International Business Machines (IBM), CIT Group (CIT), Potash Corp. of Saskatchewan (POT)With bonds closed and banks closed, equities here in the U.S. had a hard time trying to decide which direction the wind was blowing. The DJIA 11,000 ...
Mosaic: Buy or Sell After Q1 News?
Filed under: Earnings Reports, Agriculture, Potash Corp. of Saskatchewan (POT)Mosaic (MOS), an expert in agricultural fertilizers that counts Potash Corporation of Saskatchewan, Inc. (POT) as a related stock, reported fiscal first-quarter numbers Monda...
Friday links: not dead yet
Stock pickers aren’t dead yet. (Crossing Wall Street)
Where do we stand on the “investor sentiment cycle“? (Kirk Report also A Dash of Insight, VIX and More)
What is a reasonable rate of return on equities? Think 6% not 11%. (Marketwatch)
Junk bonds and leveraged loans are much in demand. (Bloomberg, WSJ also FT Alphaville)
Despite signs of optimism,...
Friday links: plausible scenarios
Are stocks truly undervalued? (Marketwatch)
Is it time for the bid to come out of VIX futures? (SurlyTrader, FT Alphaville)
Liquidity patience and the value of dividends. (AR Screencast)
What is the equity risk premium? It depends. A meta-analysis. (SSRN)
Why earnings surprises matter. (Ivanhoff Capital)
Gold vs. Bonds: which market is wrong? (Bronte Capital)
Why you don’t need to predict...
Thursday links: secret sauces
Is the “cult of equity” dead and buried? (FT Alphaville)
A look at recent AAII sentiment numbers. (Charts Gone Wild, Bespoke)
What the MOVE index is telling us about the state of the bond market. (Pragmatic Capitalism)
Pain will inevitably follow the boom in retail forex trading. (The Reformed Broker also StockTwitsFX, Marketwatch)
The Dow on average rises 55%...
Analyst Calls: AAPL, BCSI, CIT, MEE, POT, RIMM, SAN, SKS, TOO …
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, CIT Group (CIT), Analyst Initiations, Potash Corp. of Saskatchewan (POT), AOL (AOL)Analyst Upgrades
HSBC upgraded Massey Energy (MEE) to overweight from neutral based on improved 2011 ...

