2015년 2월 5일 목요일

Bidness Etc - Morning Update (February 5, 2015)

Bidness Etc

Bidness Etc Newsletter

Summary for February 5, 2015

Technology

Twitter Inc Surges On Deal With Google Inc To Index Real-Time Tweets

Twitter Inc. shook hands with Google Inc. yesterday wherein the search engine will start indexing the 140-characters tweets of Twitter’s 284 million monthly users
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Microsoft Band Vs. Fitbit Charge HR

Bidness ETC takes an in-depth look into Microsoft’s and Fitbit’s latest wearable fitness tech
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Apple Inc.’s New Plan For Its Beats Music Service

The industry is buzzing with rumors and speculation about what Apple might have in store for its music service
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MKM Partners Raises Cisco Systems Inc (CSCO) Price Target To $26

MKM Partners analyst, Michael Genovese, raised his price target on Cisco by $2, while reiterating a Neutral rating
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Why Tableau Software Inc (DATA) Is Trading Up By 18%

Tableau Software announced 4Q financial performance on Thursday, beating analyst estimates for revenue and EPS
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What Needham & Company Thinks Of Glu Mobile Inc (GLUU)

Glu Mobile stock was upgraded at Needham & Company, following strong 4Q results
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Twitter Inc CEO Acknowledges Troll Abuse, Takes Full Responsibility

Twitter CEO Dick Costolo has acknowledged the detrimental threat from trolls on the social media platform, and has stated that the company will work harder to combat the issue
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Twitter Inc (TWTR) 4QFY14 Earnings Preview

Twitter will announce earnings results for the fourth quarter of its fiscal year 2014 (4QFY14) after the markets close on February 5
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GoPro Inc Brings Sporting Adventures To Roku Streaming Platform

Some of the most interesting content from GoPro makes its way to Roku customers
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Is Apple Inc. Holding A Media Event For Apple Watch And 2015 MacBook Air?

9to5Mac sources disagree with iGen.fr’s claims that Apple has scheduled an event on February 24 to showcase Apple Watch and the 12-inch MacBook Air
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Google Inc Says It Will Fully Redesign Google Glass

Google is all set to build the Google Glass up from scratch, with iPod visionary Tony Fadell and jewelry designer Ivy Ross at the helm with a mission to correct the mistakes of the past
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Apple Inc. Unlikely To Have Apple Watch Launch Event In February

Apple may not be hosting the Apple Watch launch event in February after all. New reports suggest that the tech giant will launch the gadget in March
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Twitter Inc (TWTR) 4QFY14 Results: Revenue, Earnings Upside Overshadowed By Concerns Over User Engagement

WEDBUSH has reiterated its Neutral rating for Twitter stock ahead of its earnings report expecting good results but has cited concerns about user engagement on the platform
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The Mystery Behind The Apple Electric Car, Inc

Apple is not known for manufacturing cars, but recently obtained patents raised a few eyebrows. Bidness Etc sheds light on the matter
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Top 5 New Apps For Your Apple Inc. iPhone

Bidness Etc explores some of the best iPhone apps to be released in 2015 so far
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Microsoft Corporation (MSFT) Acquires Sunrise Calendar App For Over $100 Million

Latest reports reveal Microsoft has made a move to acquire popular startup Sunrise Calendar. Bidness Etc explores Microsoft's recent push into mobile development
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What Does Morgan Stanley Think Of Microsoft’s (MSFT) Windows 10?

Morgan Stanley recently commented on Windows 10’s impact on Microsoft’s financial statements
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Industrials

JPMorgan Chase Downgrades Navistar International (NAV) Stock Following Analyst Event

JP Morgan lowers target price on Navistar International stock to $28, downgrades the stock to Underweight
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Consumer Discretionary

Why Michael Kors Holdings Ltd (KORS) Stock Is Falling

Michael Kors reported its 4Q results today, beating earnings and revenues. However, the stock is falling on a weak guidance for the next quarter
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Credit Suisse Names Tesla Motors Inc As Top Auto Pick For 2015

In a new report, Credit Suisse analysts have named Tesla as the top stock in the automobile industry. They believe the automaker is shaping the future of electric cars
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Yum! Brands, Inc. (YUM) Misses Q4 EPS Estimate Due To Troubles In China

Yum! Brands reported 4Q results yesterday, missing analysts’ EPS estimate due to the controversy surrounding one of its suppliers in China
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What Pacific Crest Thinks Of Alibaba Group Holding Ltd (BABA) And Baidu Inc. (BIDU)

Pacific Crest Securities recently met with the managements of Alibaba and Baidu in China and is bullish on both companies. Here’s why
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Ford Motor Company And Tesla Motors Inc Face Similar Problems

Ford is finding it hard to match strong demand for its F-150 truck. Tesla is facing a similar problem with its Model S
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Credit Suisse’s Top Picks For 2015: Mondelez International (MDLZ), Home Depot Inc. (HD), Jarden Corp (JAH), Nordstrom (JWN)

Bidness Etc takes a look at Credit Suisse’s top picks in the consumer sector
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Under Armour Inc (UA) Beats Estimates; Bulks Up With Two New Acquisitions

Under Armour on Wednesday announced upbeat fourth-quarter and full-year results and unveiled two new acquisitions of fitness app-based companies
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C.H. Robinson Worldwide, Inc. (CHRW) Stock Declines On Bleak FY15 Outlook, Credit Suisse Comments

Credit Suisse recently released a report reiterating its bearish stance for C.H. Robinson following a bleak FY15 outlook released by the company as part of the fourth-quarter results
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Arizona May Lift Direct Sales Ban On Tesla Motors Inc Under New Bill

Arizona State House Committee has forwarded a bill that proposes lifting of the ban on Tesla from directly making sales to consumers
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Ford Motor Company Introduces New Taxi In Hong Kong

Bidness Etc looks at Ford Motor Company’s decision to launch a new taxi, called Transit Connect Taxi, in Hong Kong
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Tesla Motors Inc Tops All Other Automakers In Customer And Repair Service

A Consumer Reports survey shows Tesla trumped all other automakers in terms of servicing and repairs
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Tesla Motors Inc CEO Prepares For Another Rocket Landing

Bidness Etc looks at SpaceX’s second attempt to safely land the Falcon 9 rocket on a floating platform in the Atlantic Ocean
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Ford Motor Company Off To A Fast Start In 2015

Ford has kick-started 2015 with record sales for the month of January, driven largely by the new all-aluminum F-150 pickup series
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Revival Hopes Die; RadioShack Corporation (RSHC) Said To File For Bankruptcy

Bidness Etc takes a look at the speculations swirling in the market that RadioShack may be filing for bankruptcy as soon as today
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Wells Fargo Reduces Price Target On Ralph Lauren Corp (RL), Following Disappointing Q3 Results

Wells Fargo reduces its 12-month price target range on Ralph Lauren stock from $185-196 to $155-164, after the company missed expectations in its quarterly financial results
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Energy

Why Weatherford International Plc (WFT) Plans 5,000 Layoffs

Bidness Etc takes a look at reasons behind Weatherford International’s decision to lay off 5,000 workers
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Why Credit Suisse Considers Kinder Morgan Inc (KMI) Stock One Of Its Top MLP Picks

Bidness Etc takes a look at the reasons provided by Credit Suisse analysts for selecting Kinder Morgan stock as one of the top investment ideas of 2015
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Who Is Likely To Be The Next CEO Of Petrobras SA (ADR) (PBR) - Part II

Bidness etc takes a look at the challenges be faced by the new CEO of Petrobras
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Why The Street Is Losing Faith In Transocean LTD (RIG) Stock?

Bidness Etc takes a look at how sell-side analysts are losing trust on Transocean, revising down their ratings and price targets on its stock
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Why Fitch Downgraded Transocean LTD (RIG) Stock Outlook To Negative

Bidness Etc looks at the reasons provided by Fitch Ratings to downgrade the outlook of Transocean stock from Stable to Negative. Also, how Fitch has rated the debt of the oil company is discussed below
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Who Is Likely To Be The Next CEO Of Petroleo Brasileiro Petrobras SA (ADR) ?

Petrobras CEO Maria das Graças Silva Foster has finally decided to step down from her position. Bidness Etc discusses the top three potential candidates to succeed her and why they might be the right choice
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How Merrill Lynch Reacted To BP plc (ADR) Q4 Loss

Bidness Etc looks at Merrill Lynch’s reaction to BP’s fourth-quarter earnings release and the quarterly loss reported by the oil giant
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How Credit Suisse Reacted To Exxon Mobil Corporation (XOM) Q4 Results

Bidness Etc looks at the report released by Credit Suisse analyst regarding the fourth-quarter results of Exxon Mobil, and why the sell-side sees an 11% downside on the stock
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Telecom

Verizon Communications Inc. Finally Embraces Price Cuts

A higher-than-expected subscriber churn in the most recent quarter has caused Verizon to rethink its premium pricing strategy
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Sprint Corp (S) Beats On Revenues, But A Costly Price War Weighs In On Bottom-Line

Sprint posted better-than-expected revenue growth after subscriber additions improved. The carrier recorded a loss of $2.54 billion, compared to 192 million loss it recorded in the previous quarter
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Vodafone Group Plc (VOD) Beats Revenue Forecast As European Market Recovers; Stock Up In Pre-Market Trading

Vodafone Group has posted the smallest revenue decline in the past 10 quarters due to the recovery of its core European market
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Why Verizon Communications $10 Billion Asset Sale Could Be Disastrous For Frontier Communications

Frontier Communications’ dividends have fallen 60% since its purchase of Verizon’s assets in 2010. Another deal with the carrier might deliver a huge blow to Frontier
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Healthcare

Pfizer Inc. To Acquire Hospira (HSP) For $17 Billion

Pfizer will acquire Hospira for $17 billion, in hopes to strengthen the former's biosimilar pipeline, by the second half of 2015
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Insider Selling: Gilead Sciences, Inc. (GILD), LinkedIn Corp (LNKD), Boeing Co (BA)

Bidness ETC highlights recent insider selling activity for the stocks of Gilead Sciences, LinkedIn, and Boeing
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Here Is Why Gilead Sciences, Inc. (GILD) Stock Dropped Yesterday, Despite Upbeat Results

Despite posting exceptional results, Gilead stock was 8.2% down during yesterday’s trading, mainly due to the company’s hefty discounts for its blockbuster hepatitis C treatments
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Hackers Break Into Health Insurer Anthem Inc

The breach compromised names, social security numbers of customers and employees of Anthem, which serves nearly 69 million people through its affiliated companies
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Amgen, Inc. Rheumatoid Arthritis Biosimilar As Effective As Humira In Trial

Amgen’s investigational biosimilar version of AbbVie’s Humira showed similar safety and efficacy in a Phase III study for treating moderate-to-severe rheumatoid arthritis
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Allergan, Inc. (AGN) Reports Upbeat Q4 Profit On Higher Sales

Allergan’s profits peaked as sales shot up during the fourth quarter of fiscal 2014, ahead of acquisition by Actavis plc
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Merck & Co., Inc. (MRK) No Longer Has Breakthrough Therapy Status For Its Hepatitis C Drug

Merck announced that the FDA has withdrawn its breakthrough therapy designation for the company’s hepatitis C treatment drug
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