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Assured Guaranty Ltd. Message Board

twm48976 10 posts  |  Last Activity: Apr 3, 2014 2:51 PM Member since: Aug 26, 2009
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  • twm48976 twm48976 Apr 3, 2014 2:51 PM Flag

    Did you. i looked and didn't see the upgrade

    Sentiment: Strong Buy

  • twm48976 twm48976 Apr 3, 2014 1:16 PM Flag

    from today

    Sentiment: Strong Buy

  • April 2, 2014

    08:46 EDT NXPI

    theflyonthewal: NXP Semiconductors price target raised to $72 from $60 at Sterne Agee

    Sterne Agee increased its price target on NXP Semiconductors as the firm expects the company to benefit from strength in the Chinese auto market and an EMV POS rollout beginning in 2H14 and 2015. The firm keeps a Buy rating on the stock.

    Sentiment: Strong Buy

  • April 2, 2014

    10:47 EDT NXPI

    theflyonthewal: Audience, Maxim, InvenSense chips found in Galaxy S5, Chipworks says
    A teardown of Samsung's (SSNLF) upcoming Galaxy S5 revealed chips from Audience (ADNC), RF Micro Devices (RFMD), NXP Semiconductors (NXPI), Lattice Semiconductor (LSCC), InvenSense (INVN), and Maxim Integrated (MXIM), among many others, reported Chipworks yesterday. Reference Link

    Sentiment: Strong Buy

  • News Breaks

    April 3, 2014

    06:47 EDT NXPI
    theflyonthewall: NXP Semiconductors price target raised to $76 from $60 at BofA/Merrill

    BofA/Merrill raised NXP Semiconductors' price target to $76 from $60 to reflect an increased valuation for the core Identification segment and said the company remains a top pick given U.S. chip-card and global automotive exposure. Shares are Buy rated.

    Sentiment: Strong Buy

  • Reply to

    VNCE buy it now...Briefing is

    by twm48976 Feb 11, 2014 1:56 PM
    twm48976 twm48976 Feb 11, 2014 2:05 PM Flag

    While VFC is down so far in 2014, on a longer term basis, that has been an exceptionally strong stock. Since 2011, in has moved in a well-defined uptrend to nearly triple in value. And then there's Michael Kors (KORS), which has been the clear winner in the luxury apparel space. It is up a staggering 288% from its IPO open price of $25 from back in mid-December 2011. KORS is certainly an outlier in the group, but, its success does offer evidence that the high-end apparel market is in better shape than other areas. The area where retailers do not want to be stuck is somewhere in the middle, and VNCE does not have that concern, operating in the healthier high-end market.

    Sentiment: Strong Buy

  • Conclusion

    VNCE is an IPO that we liked quite a bit when it first went public, assigning it a high grade of "A-" in our original preview. Its revenue, same store sales, and operating profit growth rates have been strong, it has a lot of room for growth both here and abroad, and it operates in the favorable high-end/luxury space within the apparel industry.

    After a strong start, the stock has taken some lumps, perhaps due to some confusion over its aforementioned Q3 results, and perhaps due to being unfairly lumped in with the broader retail industry. The massive struggles of companies like JC Penny (JCP), Sears Holding (SHLD), Target (TGT), or Wal-Mart (WMT) have little relevance on VNCE's business since they target a completely different demographic. With that said, though, we aren't discounting the fact that there is softness for retailers, which could spread to higher end companies like VNCE. We just feel it is better insulated from economic softness.

    The recent stock action in VNCE looks encouraging, as well. After the steep slide from mid-December through late January, the selling has dissipated and the stock has found support at the $23.50 area. The stock's RSI (relative strength index) is also trending higher off its lows. Therefore, we feel the technical picture has improved significantly and we feel more comfortable about the downside risk involved in this stock.

    VNCE's valuation doesn't make us overly excited, as its metrics fall inline with KORS, which is basically in a league of its own. But, generally speaking, its valuation looks reasonable and is supportive of higher prices, in our opinion.

    All in all, while retail may not be an area of notable strength right now, we do think VNCE is a name in this space that is worth a strong look right now.

    Sentiment: Strong Buy

  • 24-Jan-14 07:36 ET


    Informatica: Color on qtr

    Stifel raises their INFA tgt to $50 from $47 after the Co posted impressive results in its view, beating Street expectations across nearly every key metric, with strong North American results the primary driver of upside in the quarter. The company's improving close rates on large deals show the strength of cross-selling add-on services, with a record 32 deals greater than $1mn. INFA's 1Q and FY14 guide were raised slightly, and are above Street expectations for FY14.

    Susquehanna Informatica momentum will continue
    Susquehanna called INFA Informatica's Q4 results solid and expects its positive momentum to continue. The firm cited secular growth trends around hybrid cloud and Big Data, cross-selling of newer products, and continued improvements in sales productivity in Europe. Shares are buy rated with a $48 price target.

    Opco notes, for 4Q13, INFA posted non-GAAP EPS of $0.49, up from $0.41 a year ago. Revenue rose 18% y/y to $276M from $235M, and results beat the consensus $0.48 on $270M. Once again, INFA saw solid North American performance along with improvement in some European regions. The company reiterated its top priority of driving revenue vs. expanding margins, and its ongoing strategic initiatives, which include strengthening the sales force and increasing the focus on new products, are delivering results! Shares are buy rated with a $50 target

    RBC notes Informatica delivered strong fourth quarter results outperforming on virtually every metric while guidance remains conservative with upside likely, in its opinion. RBC continues to believe Informatica is one of the best positioned vendors to capitalize on trends including big data, hybrid clouds and analytics.

    Sentiment: Strong Buy

  • 29-Jan-14 14:57 ET


    ScalpTrader: CTRL -- Looks like the big selloff in CTRL is occurring in reaction to the post-IPO share unlock occurring today. This catalyst makes me even more bullish on the set-up. Will keep this as a Swing Trade. (22.76 -3.77)

    Park Item
    29-Jan-14 14:11 ET


    ScalpTrader: CTRL Update -- Adding another 1/3 to the CTRL Long. (23.20 -3.32)

    Park Item
    29-Jan-14 13:24 ET


    ScalpTrader: CTRL Update -- Willing to add another 1/3 should we see the $23.30 area and the final 1/3 should we see $22.45 area. Will probably make this a swing trade. (23.68 -2.85)

    Park Item
    29-Jan-14 10:13 ET


    ScalpTrader: CTRL -- Would take a look at CTRL as a scale in Long following vertical drop from $32 over the past couple of weeks. Stock got bid up from $18 to $32 as a secondary play on the Google Nest acquisition. Would start with 1/3 and scale in. (23.99 -2.54)

    Sentiment: Strong Buy

  • Search the interenet for this article...buyout talks on bloomberg fro CTRL

    Google Buying Thermostats Heats Up Deal Talk: Real M&A

    Sentiment: Strong Buy

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