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Börsipäev 17. aprill

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    CIBC initiates Garmin (GRMN 54.15) with a Sector Outperformer and sets a $67 tgt, as they favor the co's position in the PND market, and believe they will gain additional share in '07 as they refresh its product portfolio ahead of competitors while expecting other GPS product lines to enjoy solid double-digit growth during '07, thanks largely to the rollout of an extensive lineup of new products

    CIBC initiates NAVTEQ (NVT 37.48) with a Sector Performer, as caution stems from dynamics in the slower growth in-dash nav market, where NVT now has 70%+ share despite charging a 100% premium, and as less expensive in-dash nav units become available, the co's share and pricing could suffer at the hands of its lower-priced comp.

    Wachovia initiates Clearwire (CLWR 18.61) with an Outperform, based on impressive results in initial markets, margins that ramped quickly in new markets and look for ARPU to increase with VoIP and the launch of aircards.

    Stifel Nicolaus initiates Clearwire (CLWR 18.61) with a Buy and sets a $27 tgt, based on Chairman Craig McCaw's telecom track record, the optionality management has regarding its long-term business plan, strategic partners with stakes in developing affordable mobile WiMax consumer technology, as well as their view that any positive headlines regarding the development and deployment of mobile WiMax over the next couple of years are likely to accrue to the benefit of shareholders

    Jefferies initiates Clearwire (CLWR 18.61) with a Buy and sets a $22 tgt, based on the construction of CLWR's NLOS wireless broadband network that should require less capital than both wireline and traditional networks and believe operating leverage should be substantial

    Piper Jaffray upgrades Costco (COST 54.40) to Outperform from Market Perform and raises their tgt to $65 from $56, as they see hidden value in the co's real estate and membership fees and believe fundamentals will improve next year

  • Markets Seeing All Green

    By Rev Shark
    RealMoney.com Contributor
    4/17/2007 9:16 AM EDT
    Click here for more stories by Rev Shark

    The CPI and housing starts numbers were fairly close to expectations and are being warmly greeted by the market. At the moment there are apparently no negatives on the minds of investors and that is leading to strong momentum.

    It certainly is becoming harder to find new entry points after the moves over the past week but as we saw in the solar stocks yesterday, the aggressive bulls are not shying away from piling on when things are hot. The solar stocks have some valuation downgrades today so it will be interesting to see if the buying appetite remains strong enough to overcome that.

    Earnings after the close will become the focus of this market. The big reports tonight are all technology-related and include IBM, Intel, Yahoo! and Linear Technology. The reaction to those reports after a good run is going to be particularly interesting.

    At the time of publication, De Porre had no positions in stocks mentioned, although holdings can change at any time
  • Barrons kirjutab täna REITidest (kinnisvarainvesteerimis fondidest). Newcastle Investmenti(NCT) 3 tippametnikku on ostnud aktsiaid enam kui $24 miljoni eest. 5. aprillil viis Newcastle läbi aktsiate pakkumise (secondary) – kokku 4.6 miljonit tükki hinnaga $27.75. Wesley Edens ja Randal Nardone ostsid mõlemad 432,400 aktsiat. CIO Evanski ostis oma aktsiad 12. aprillil, kulutades $71,000. 3 meest kokku omavad 10% kogu aktsiapakist. Insiderite ostulaine leidis aset ka aasta tagasi vahemikus aprill 2006 kuni august 2006.

    19. märtsil ostis aga Newcastle $1.7 miljardi eest subprime laenude portfelli – kokku 7300 laenulugu. Seda, kas Newcastle’il õnnestub ostetud portfell enda kasuks tööle panna või mitte, näitab aeg. Bear Sternsi analüütik on oma note’is selle ohu ka välja toonud, öeldes, et lühemas perspektiivis võib see ettevõtte kohal murepilvi hoida, Cohen & Co analüütikud kinnitasid aga samal päeval oma ostusoovitust ja $34 hinnashti ning ütlesid, et nende arust on Newcastle’l kõik eeldused sektori ebaefektiivsusest segastel aegadel kasu lõigata.
  • meeldetuletuseks, et täna peale sulgumist teatavad tulemused Intel (INTC), Yahoo! (YHOO) ja International Business Machines (IBM).
  • IBM tulemused in-line ning Inteli (INTC) puhul tuleks märkida ilmselt marginaale, mis on suhteliselt tugevad.

    INTC sees Y07 gross margins of 51%, plus or minus couple pts, up from previous guidance of 50% plus or minus couple pts

    STX tulemused prognooside osas ikka suhteliselt kehvad:

    STX Seagate Tech misses by $0.03; guides below consensus for Q4 & FY07 (22.15 -0.39)

    Reports Q3 (Mar) earnings of $0.47 per share, excluding non-recurring items, $0.03 worse than the Reuters Estimates consensus of $0.50; revenues rose 23.5% year/year to $2.83 bln vs the $2.8 bln consensus. Co notes, "We clearly miscalculated the market, and in this unusually challenging environment failed to deliver the projected results. However, it is worth noting that the fundamentals of our business and that of the industry remain solid." Co issues downside guidance for Q4, sees EPS of $0.34-0.38, ex items vs. $0.52 consensus; sees Q4 revs of $2.65-2.75 bln vs. $2.81 bln consensus. Co issues downside guidance for FY07, sees EPS of $1.37-1.41, ex items vs. $1.59 consensus; sees FY07 revs of $11.3-11.4 bln vs. $11.4 bln consensus.

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