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Millennial Media Inc. (MM) Message Board

busy26795 10 posts  |  Last Activity: Mar 12, 2015 3:12 PM Member since: Aug 26, 2009
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  • This is an investment for me. I don't care about market gyrations. I added FEYE and bought FTNT. Building my own HACK...this is going to be the theme going forward for a long time to come!

    Sentiment: Strong Buy

  • News Breaks

    January 29, 2015

    08:15 EDT FEYE Telefonica, FireEye announce partnership

    Telefonica Business Solutions (TEF) and FireEye (FEYE) announced a partnership to bring a new level of cyber protection to Telefonica's customers around the globe. The agreement adds FireEye's advanced security technology and intelligence to Telefonica's leading managed security services to help protect enterprises in today's rapidly changing threat landscape. As part of the agreement, to protect against emerging mobile threats and correlate attack data from the mobile vector, Telefonica Mobile Security customers will have access to the FireEye Mobile Threat Prevention offering. This service also complements Telefonica's current MDM and in-house-built threat detection capabilities

    Sentiment: Strong Buy

  • CJES C&J Energy coverage resumed with an Overweight at Morgan StanleyTarget $19

  • $TRUE Insider Trading: notable purchases CEO bought 70K shares at $17.50 worth ~$1.2 mln

    Sentiment: Buy

  • News Breaks

    February 26, 2015

    07:33 EDT CLH

    Clean Harbors price target raised to $70 from $62 at Stifel

    Stifel increased its price target on Clean Harbors after the company announced that it would spin off its oil and gas plus base-camp lodging operations,. The firm notes that its price target increase captures some of the labor savings from the company $75M fiscal 2014 cost-cutting initiative. Stifel thinks the company has a number of remaining upcoming positive catalysts and keeps a Buy rating on the shares.

    Sentiment: Strong Buy

  • POWR PowerSecure beats by $0.03, beats on revs

    ‎3‎/‎4‎/‎2015‎ ‎4‎:‎04‎:‎32‎ ‎PM ET

    Reports Q4 (Dec) earnings of $0.03 per share, excluding non-recurring items, $0.03 better than the Capital IQ Consensus Estimate of ($0.00); revenues rose 11.1% year/year to $81.75 mln vs the $70.83 mln consensus.
    •"We are pleased that our execution through the second half of 2014 has translated into a record backlog and strong fourth quarter results, driven by significant improvements in the profitability of our utility infrastructure business, record LED margins and contributions from our mission critical acquisition."

    •"We believe these results, combined with our record backlog, robust pipeline and strong operational focus, position PowerSecure for meaningful top and bottom line growth in 2015."

    Sentiment: Strong Buy

  • 06-Mar-15 08:02 ET 2015-03-06

    ZIXI

    Zix Corp: Topeka Capital Markets discusses Cisco announcement; (4.30)
    Topeka Capital Markets reiterates their Buy rating and $6.25 PT on the back of an announcement yesterday that Cisco Systems (CSCO) will shift from being an email encryption competitor to an email encryption OEM partner which should speak volumes related to the ZIX email encryption service. Zix has now circled the wagons on the market, save one major competitor and a bunch of ankle biters. They note the lone hold out of the prominent vendors is ProofPoint (PFPT).

    05-Mar-15 11:00 ET 2015-03-05

    ZIXI

    Zix Corp and Cisco (CSCO) have entered into an OEM relationship for the development and distribution of enhanced email encryption solutions (4.10 +0.19)
    The partnership will focus on two solutions in 2015 -- an enhancement of the Cisco IronPort Encryption Appliance and a new solution that integrates proven components of Cisco and Zix technology. Both solutions will be distributed by Cisco.

    Sentiment: Strong Buy

  • NVTA Invitae initiated with a Overweight at JP Morgan; tgt $25

    Sentiment: Strong Buy

  • Bulking Up 2 Newest Positions

    Jim Cramer

    03/11/15 - 02:39 PM EDT

    We are adding to our Thermo Fisher (TMO:NYSE) and Halyard Health (HYH:NYSE) positions, buying 350 shares of TMO at about $127.81 and 600 shares of HYH at about $46.33.

    We initiated Thermo Fisher Tuesday. We like the company's scale, market leadership, consistency of execution and shareholder returns, intelligent capital allocation strategy, disciplined operations and seasoned management. Since our initial position was a bit light (2% of the portfolio) and given our substantial cash position, we feel comfortable bulking up our stake.

    On Halyard Health, the stock has come in since our initiation and following its fourth-quarter 2014 earnings, presenting us with a compelling entry point. We believe that the period between now and its first-quarter 2015 results offers investors the last chance to get in the name at a discount. We were restricted on trading this for most of last week and early this week, and now that the restriction is lifted, we are excited to make HYH a large, core holding in our portfolio.

    Sentiment: Strong Buy

  • Reply to

    HYH Jim Cramer 03/11/15 - 02:39 PM EDT

    by busy26795 Mar 12, 2015 3:03 PM
    busy26795 busy26795 Mar 12, 2015 3:12 PM Flag

    On March 4th after HYH reported earnings Cramer reiterated his $60 target on the shares in his AA+ analysis

    Sentiment: Strong Buy

MM
1.440.00(0.00%)Apr 20 4:04 PMEDT