2015년 2월 11일 수요일

Bidness Etc - Morning Update (February 11, 2015)

Bidness Etc

Bidness Etc Newsletter

Summary for February 11, 2015

Technology

Here’s What Needham & Company Thinks Of Lifelock Inc (LOCK) Stock

Needham & Co analyst Scott Zeller maintained a Buy rating, and a $23 price target for the shares of Lifelock
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Twitter Inc CFO Anthony Noto’s Account Hacked

Twitter CFO Anthony Noto’s account sent hundreds of automated tweets out to followers, urging them to check out funny links that redirect to spamming websites
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NVIDIA Corporation (NVDA) Gearing Up For Potential Earnings Beat As Stock Range Expected to Tighten

With Nvidia (NVDA) set to beat profit estimates, Bidness Etc predicts the scenario post-earnings
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Apple iPhone 6 Plus Vs. Samsung Galaxy Note 4: Phablet Showdown

iPhone 6 Plus takes on Galaxy Note 4 in the battle for the “ultimate phablet” title. Bidness Etc compares the specs of both phones
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What To Expect From FireEye Inc’s Earnings Today

FireEye Inc will announce its 4Q earnings after market closes today. Bidness Etc looks at what analysts expect from the release
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Inotera Deal To Provide Upside On Micron Technology, Inc. Margins, Says Needham & Co

Needham & Co positively views effects of an extension of the supply contract between Micron and Inotera for the latter’s DRAM products. The sell-side anticipates Micron’s margins to expand following the revised contract
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Twitter Inc Price Target Increased From $44 To $55 By Argus

Argus analyst, Jim Kelleher, raised his price target on Twitter Inc from $44 to $55, while maintaining a Buy rating
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Facebook Inc To Roll Out Enhanced Online Marketplace For Groups

Facebook has rolled out a new feature which will let users list the products they want to sell on private groups
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Cisco Systems Inc. (CSCO) Earnings Preview

Cisco is set to announce its 2QFY15 earnings today
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Apple Inc. Developing iOS 8.4, Which May Include Beats-Based Music Service

Latest reports reveal that Apple is already testing iOS 8.4, which may come with a new integrated music streaming service based on Beats
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Alibaba Group Holding Ltd (NYSE:BABA) “Is Not Too Big To Fail”

Jack Ma assured the Chinese Securities Regulator Commission today that he is looking into the corruption charges leveled against the company
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Apple Inc. (AAPL) Crosses $700 Billion, Closing In On Trillion Dollars

Apple becomes first US company to cross $700 billion on the back of its 2% rally yesterday. Target price revised upwards by most analysts
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Latest Insider-Buying For Stocks Of Yahoo! Inc. (YHOO), Gilead Sciences, Inc. (GILD), And ChannelAdvisor Corp (ECOM)

Bidness Etc covers the recent insider-buying activity for stocks of Yahoo, Gilead Sciences, and ChannelAdvisor
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Apple Inc. Next-Generation iPhone To Have An Even Better Touch ID Sensor

KGI Securities analyst Ming-Chi Kuo expects an upgraded Touch ID scanner to improve Apple Pay experience
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Insider-Selling Update: LinkedIn Corp (LNKD), Celgene Corporation (CELG), And Mastercard Inc (MA)

Bidness Etc updates readers with the recent insider-selling transactions for stocks of LinkedIn, Celgene, and Mastercard
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Apple Inc. Releases First iOS 8.3 Beta With Wireless CarPlay, Apple Pay For China, And More

Apple has begun seeding the first beta of iOS 8.3 which includes support for Wireless CarPlay, China Apple Pay, Google Login, and a new emoji picker
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Credit Suisse Increases Estimates On Qualcomm (QCOM) Following Chinese Settlement

Credit Suisse increases EPS estimates on QualComm, following its settlement with the NDRC
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Coupon.Com Inc (COUP) Downgraded To Sell On Weak Outlook

Growth in the company’s Retailer iQ segment, a targeting and analytics platform, remains too low to have any sort of meaningful impact on the overall slowdown
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Basic Materials

E I Du Pont De Nemours (DD) CEO Ellen Kullman Sold Stock Worth $37.5 Million: WSJ

DuPont CEO Ellen Kullman exercised options to sell more than half a million shares last September
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Consumer Discretionary

Complete Smoking Ban In Macau Casinos By 2016

Bidness Etc takes a look at the announcement regarding a complete ban on smoking in Macau casinos by 2016
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Three Things To Look Forward To In Tesla Motors Inc (TSLA) Q4 Earnings Report

Tesla Motors Inc will announce its fourth-quarter 2014 earnings today after markets close. Bidness Etc discusses what to expect from the automaker's earnings report
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Deutsche Bank Maintains Buy Rating And $8 Price Target On Groupon Inc (GRPN)

Deutsche Bank analyst, Ross Sandler, reiterates price target and rating on Groupon ahead of the company’s earnings release expected tomorrow
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Netflix, Inc. Is On Track To Disrupt The Linear TV Market, Says JPMorgan Chase & Co.

JPMorgan met Netflix executives to gauge its larger expansion potential over the next two years. The investment firm is more than confident in the online streaming giant’s ability to accelerate US subscription growth and exhibit material profit expansion in the upcoming years based on two growth metrics mentioned below
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What The Street Expects From Tesla’s (TSLA) Earnings Report

Bidness Etc looks at what various sell-side analysts expect from Tesla Motors Inc’s 4Q earnings
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Tesla Motors Inc Loses Another Key China Executive As Troubles Mount

Tesla Motors confirmed today that its VP of communications in China has left the company, another signal of the mounting challenges Tesla faces in the country
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BMW (BAMXY) Sales Falls Behind European Competitors In January

The global monthly sales report from luxury auto brands reveals BMW has slipped to the third position, while Audi was the best-selling luxury brand for January. Mercedes claimed the second spot
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Walt Disney Company ESPN To Be Featured On PlayStation Vue, Sources Report

Walt Disney and Sony are reportedly in talks to include ESPN on the PlayStation Vue video-streaming network, after similar discussions last year failed to bear fruit
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Coupons.Com Inc (COUP) Price Target Slashed At RBC Capital

RBC Capital cut its price target on Coupons.com stock from $18 to $13, after the digital coupon delivery company reported lower-than-expected revenue for the fourth fiscal quarter
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Here’s Why Pier 1 Imports Inc (PIR) Plunged 32% In After-Hours

Pier 1 shares fell 32% in extended trading yesterday after the company lowered its fiscal 2015 guidance and announced a management change
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Tesla Motors Inc To Miss Annual Sales Guidance Amid China Weakness; More Top Executives To Be Fired

Elon Musk is ready to fire some top overseas executives, sources say, as Tesla faces poor sales in China
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Energy

How Credit Suisse Group Reacted To The Deal Between First Solar, Inc. And Apple

Bidness Etc discusses how the equity research analysts at Credit Suisse reacted to the solar power deal between First Solar and Apple. The former will provide 130 MW of solar electricity to Apple's Campus 2 and other data centers in California
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Will Petroleo Brasileiro Petrobras SA (ADR) Renew Its Two-Year Contract With PricewaterhouseCoopers?

Bidness Etc looks at the problems faced by Petrobras since the last few years, and also whether it will renew its audit contract with PricewaterhouseCoopers for the next two years
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What The New CEO Thinks About Petrobras SA (PBR) Corruption Scandal

Bidness Etc looks at the views of newly-appointed Petrobras CEO on the corruption scandal faced by the company. Shares of the company have been falling since appointment of Aldemir Bendine as the CEO, since investors do not consider him to be the right candidate for the position
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Why Halliburton Company (HAL) Plans To Layoff 8% Of Its Workforce

Bidness Etc looks at how the lower oil price has impacted Halliburton and other major oil service providers. The low-price environment has induced Halliburton to announce 8% job cuts, and has caused other energy companies to cut 2015 production and capex budgets
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How First Solar, Inc. (FSLR) Stock Will Benefit From Apple Inc. (AAPL) Deal

Bidness Etc looks at how the $850 million solar deal between First Solar and Apple will benefit the solar-module manufacturing company after completion of the new solar farm in Monterey County
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Antitrust Regulators Seek More Information On The Halliburton Company-Baker Hughes Incorporated Merger

The US Department of Justice has made a second request to Halliburton and Baker Hughes for additional information regarding the merger to waive off antitrust concerns, if any
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Deutsche Bank Lowers Price Target On Diamond Offshore (DO), Stock Moves Down

Deutsche Bank decreased its price target on Diamond offshore from $34.40 to $24, citing the rigs coming off contract as the reason
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Financials

How Bank of America Corp (NYSE:BAC) Will Benefit From Interest Rate Hike

The steaming American economy seems to be ready for an interest rate hike which could safeguard giants such as Bank of America
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Telecom

Why Sprint Corp Is Going Against The Industry On Title II Reclassification

Sprint is surprisingly endorsing Title II reclassification. However, unlike Verizon and AT&T, the smaller carrier will not be greatly affected by the imposition of stricter regulations
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AT&T Inc.’s Cricket Wireless Offers Free Unlimited Calls To Mexico

AT&T’s prepaid brand Cricket is offering free unlimited calls and texts to Mexico, following the carrier’s telecom acquisitions in the country
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Will RadioShack Corporation Store Deal Be A Game Changer For Sprint Corp?

Sprint Corp hopes to increase subscriber additions by doubling its retail footprint through its deal with RadioShack. However, others remain skeptical about the deal
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Frontier Communications Corp Price Target Raised Following Deal With Verizon Communications Inc.

Citi analysts believe that Frontier’s deal with Verizon will allow it to realize tax savings of around $1.9 billion, while Macquarie analyst believes the FCF expansion “is simply too much to ignore”
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Healthcare

Zoetis Inc Acquires Abbott Laboratories Animal-Health Assets

Zoetis closed up 2.43% after completing its $255-million purchase of Abbott’s animal-health assets
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Achillion Pharmaceuticals, Inc. (ACHN) Commences Underwritten Public Offering Of Common Stock

Achillion shares plunged more than 5% after the company announced it has commenced an underwritten public offering of its shares
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Maxim Maintains Target Price On Achillion Pharma (ACHN) Stock, Following Favorable ACH-3102 Results

Maxim has reiterated a Buy rating on Achillion Pharma stock, and has retained its price target of $22
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