Investment

Methode Electronics, Inc. F4Q09 (Qtr End 05/02/09) Earnings Call Transcript

Thu, 02 Jul 2009 18:44:37 GMT

Methode Electronics, Inc. (MEI)

Q4 2009 Earnings Call

July 2, 2009 11:00 am ET

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RSS Management

Sat, 04 Jul 2009 21:29:39 GMT

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Constellation Brands F1Q10 (Qtr End 05/31/09) Earnings Call Transcript

Wed, 01 Jul 2009 20:21:01 GMT

Constellation Brands, Inc. (STZ)

F1Q10 Earnings Call

July 1, 2009 10:30 pm ET

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General Mills, Inc. F4Q09 (Qtr End 05/31/09) Earnings Call Transcript

Wed, 01 Jul 2009 19:37:30 GMT

General Mills, Inc. (GIS)

Q4 2009 Earnings Call

July 1, 2009 8:00 am ET

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Lindsay Corporation F3Q09 (Qtr End 05/31/09) Earnings Call Transcript

Wed, 01 Jul 2009 17:44:29 GMT

Lindsay Corporation (LNN)

F3Q09 Earnings Call

July 1, 2009 11:00 am ET

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BMP Sunstone Corporation Q1 2009 Earnings Call Transcript

Wed, 01 Jul 2009 04:31:18 GMT

BMP Sunstone Corporation (BJGP)

Q1 2009 Earnings Call

May 18, 2009 5:00 EST

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Red Robin Gourmet Burgers, Inc. Q1 2009 Earnings Call Transcript

Wed, 01 Jul 2009 04:28:20 GMT

Red Robin Gourmet Burgers, Inc. (RRGB)

Q1 2009 Earnings Call

May 21, 2009 5:00 pm EST

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Apollo Group F3Q09 (Qtr End 5/31/09) Earnings Call Transcript

Tue, 30 Jun 2009 02:15:48 GMT

Apollo Group Inc. (APOL)

F3Q09 Earnings Call

June 29, 2009 5:00 pm ET

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H&R Block, Inc. F4Q09 (Qtr End 04/30/09) Earnings Call Transcript

Tue, 30 Jun 2009 00:56:29 GMT

H&R Block, Inc. (HRB)

Q4 2009 Earnings Call

June 29, 2009 4:30 pm ET

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CACI International Inc. FY10 Guidance Call Transcript

Fri, 26 Jun 2009 22:55:36 GMT

CACI International Inc. (CACI)

FY10 Guidance Call

June 26, 2009 8:30 am ET

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KB Home F2Q09 (Qtr End 5/31/09) Earnings Call Transcript

Fri, 26 Jun 2009 20:09:24 GMT

KB Home (KBH)

F2Q09 Earnings Call

June 26, 2009 11:30 pm ET

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Shaw Communications Inc. F3Q09 (Qtr End 05/31/09) Earnings Call Transcript

Fri, 26 Jun 2009 17:17:24 GMT

Shaw Communications Inc. (SRJ)

Q3 2009 Earnings Call

June 26, 2009 10:00 am ET

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SMART Modular Technologies, Inc. F3Q09 (Qtr End 5/31/09) Earnings Call Transcript

Fri, 26 Jun 2009 04:15:36 GMT

SMART Modular Technologies, Inc. (SMOD)

F3Q09 Earnings Call

June 25, 2009 5:30 pm ET

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Cramer Says DJ Orthopedics is a Good Crutch

Mon, 29 Jun 2009 13:10:52 GMT

Cramer was discussing the resurgence of knee braces on sports players. He noted that orthopedic companies are going after companies, which the journal also said this. He said linemen are wearing these even when they don't need to.

DJ Orthopedics (DJO) makes these and he has recommended this name before. He isn't talking about orthopedics in general, he is talking about bracing. the air brace followed by the knee brace will keep you out of knee surgery. He said DJO is a one-stop pure play on this and everyone wants to avoid surgery.

Cramer thinks this goes a lot higher. He thinks there is the potential for brand recognition and these could be mass sold now. They had to outsource from New Jersey to Mexico manufacturing, so earnings may rise and the estimates are all over. He thinks it will raise estimates all year. If you use $2.10 for 2007 earnings it is only 21 times 2007 earnings. He said the multiple is lower than BMET and others, but the growth rate is higher.

DJO closed down 0.6% at $44.43 in regular trading, but its shares rose over 3% after-hours to $45.89 after Cramer touted. The 52-week trading range for DJO is $26.69 to $44.84.

Jon C. Ogg
November 17, 2006

Marvel: Simply Marvelous, Pretty Expensive

Fri, 03 Jul 2009 11:56:40 GMT

VFC submits:

Shares of Marvel Entertainment (MVL) leaped to over $37 as news of a JP Morgan upgrade sent the stock in motion. Morgan is predicting stronger than expected sales for Marvel next year.

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Sears: Retail Social Networking Pioneers

Fri, 03 Jul 2009 11:51:05 GMT

Todd Sullivan submits:

Sears (SHLD) is doing some very interesting things online that while in their infancy, have the potential to turn them into a "social shopping hub".

From Bnet:

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McDonald's' New Burger Is Another Reason to Love It

Fri, 03 Jul 2009 11:36:55 GMT

Todd Sullivan submits:

McDonald's (MCD) is introducing its first new burger in a long time, called "Angus Third Pounders" .

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Looking Under the Hood of AutoNation

Fri, 03 Jul 2009 11:24:37 GMT

Chad Brand submits:

Typically when I write about individual stocks I share bullish ideas that I am either long or thinking about going long. I was recently doing some work on AutoNation (AN), however, and since the stock looks pricey to me I figured I would share a bearish case as well.

The reason for a contrarian like me to look under the hood of AutoNation is pretty straightforward. The U.S. automobile industry is obviously struggling right now but AN has strong management and the dealers are in better shape than the car makers themselves (as cost structures are more in-line without union obligations, etc). Couple that with strong buy side interest from Eddie Lampert’s ESL Investments and Bill Gates affiliated Cascade Investments and my interest was peaked.

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Cinemark Holdings: The Advantages and Disadvantages

Fri, 03 Jul 2009 11:16:04 GMT

I had purchased Cinemark (CNK) at $8.90 at the end of April when Swine flu broke out in Mexico. 20% of CNK's EBITDA comes from LatAm (mainly Brazil and Mexico), so the fears were justified at that time.

1H09 has been spectacular for US theater exhibitors with box office gross up approx 13% yoy. In 2H09 though, the company will face difficult comps from The Dark Knight, which was released in July 2008. And come 1H10, it will face difficult comps from a great 1H09. So the question is what should one do? Here is a list of the positives and negatives:

Advantages:

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Akamai Launches iPhone Video Streaming and Showcase Portal

Fri, 03 Jul 2009 11:00:47 GMT

Dan Rayburn submits:

Yesterday, Akamai (AKAM) "officially" announced support for variable bit rate streaming of live and on-demand video content for the iPhone and iPod touch and has launched a new showcase site at iphone.akamai.com. The site which has been live for about a month, showcases content from about a dozen content providers including FOX News, MTV and USA Today amongst others.

Akamai's new iPhone streaming service is based on the standard HTTP delivery protocol which for Akamai, means they can utilize more of their HTTP network infrastructure as opposed to proprietary based streaming protocols. Earlier in the week I came across the showcase site and tested the quality and while it looks pretty good, there were times when the video appeared choppy. Hard to know what exactly caused that as the videos as they play now, don't give you any performance or quality indicators in the player to know if your connection is having problems. That's one feature I'd like to see in the player and one that most PC based video players already have built in.

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Money Flows Into Alt Energy Again, But Not Out of the Woods Yet

Fri, 03 Jul 2009 10:55:47 GMT

Charles Morand (AltEnergyStocks) submits:

It seems as though the darkest clouds are finally dissipating over alt energy's financing horizon. Over the past few weeks, money has started flowing into the sector again, as evidenced by a number of recent deal announcements:

On June 9, I reported on the upcoming IPO for Magma Energy Corp., a geothermal exploration company. The IPO's size will be upped from an initial C$50 MM to C$100 MM, a sign of increased market appetite
SunPower Corp.(SPWRA) raised $418 MM in early May through a share and debt offering, and recently announced it had reached a $100 MM deal with Wells Fargo (WFC) to fund commercial-scale solar PV projects across the US
John reported a few days ago that A123 Systems had amended the SEC registration statement for its proposed IPO, positing that it could be much larger than initially anticipated
In late May, Suntech Power (STP) raised $277 MM from a follow-on offering of its American Depositary Shares (ADSs), and recently received a $50 MM convertible loan from the IFC
On June 23, Yingli Green (YGE) raised $193 MM through a follow-on offering of its ADSs
On June 25, Trina Solar (TSL) secured credit facilities of about $57 MM
New Energy Finance just reported a slight increase in asset financing for Q2 2009, although it cautioned that money flows into renewable energy projects were: (1) down substantially from what they were a year ago (~66% in the US); and (2) far below the level where they need to be if greenhouse gas emissions are to be brought under control by 2020

As noted by both New Energy Finance and John, requirements for matching funds under the ARRA mean that firms that want to access government grants will have to put up some of their money, potentially leading some of them to go to market even if conditions aren't ideal.

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5 Landfill Gas and Geothermal Stocks for Your Clean Energy Shopping List

Fri, 03 Jul 2009 10:48:47 GMT

Tom Konrad (AltEnergyStocks) submits:

This article continues my Clean Energy Stocks Shopping List series. So far I've brought you:

Five clean transport stocks,
I looked at why it makes sense to wait for better prices,
Five Energy Efficiency stocks (always my favorite sector), and
Five Electric Transmission Stocks.

This article takes a look at two of the most economical clean electricity generation technologies, landfill gas and geothermal.

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5 Patriotic ETFs with Most to Gain from Recovery

Fri, 03 Jul 2009 09:47:08 GMT

The global financial crisis started in the United States, and the US economy has consequently suffered more than most. Although total output has fallen less than the global average, the rise in America's unemployment rate has been the steepest in the OECD. It has the world's largest budget deficit as a percentage of GDP, save the UK. And although US shares didn't fall as far in 2008, they have hardly risen in 2009 - left in the dust by recovering emerging markets.

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Healthcare: Branded Pharma Out, Diagnostics/Generics In

Thu, 02 Jul 2009 21:28:26 GMT

Ryan Barnes submits:

When you lose, Don’t lose the lesson - The Dalai Lama

For the better part of 5 months I’ve been kicking myself over not dumping Pfizer (PFE) from the Secular Trends Portfolio the day they announced the Wyeth merger. The second I heard about the deal I honestly thought the TV announcer had made a mistake; “No no, it couldn’t be Wyeth. That would just be stupid”

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Evergreen Solar: Strong Call Action

Thu, 02 Jul 2009 19:20:39 GMT

optionMONSTER submits:

By David Russell

Evergreen Solar is rallying today on a big upgrade from JP Morgan, and at least one trader is betting that it will more than triple by late this year.

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'Sector Detector' Update: XLE, XLK

Thu, 02 Jul 2009 19:12:55 GMT

optionMONSTER submits:

By Mike Castino

This week's rankings have not changed since our last "Sector Detector" update, which discussed possible ways to trade the energy and technology sectors based on index ratings by Sabrient Systems.

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Bill Gross: Dividend Stocks and Bonds Make Most Sense Now

Thu, 02 Jul 2009 14:47:47 GMT

In PIMCO Managing Director Bill Gross's monthly market commentary for July 2009, the Bond King comments on structural changes in the US economy that investors would do well to respond to in their portfolios:

PIMCO’s driving thesis... is succinctly described as a “new normal” where growth is slower, profit margins are narrower, and asset returns are smaller than in decades past based upon the delevering and reregulating of the global economy, which in turn should substantially inhibit the “gorging” of goods and services that we grew used to in decades past...

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