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Why HP Is the Anti-DellFri Nov 20th, 2009
Scott Reeves Hewlett-Packard’s (HPQ) fourth-quarter earnings reflect its continued effort to expand through acquisition and deliver end-to-end data services.The company is scheduled to release earnings Mond |
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Upgrades & Downgrades: Surprise Inside for IntelThu Nov 19th, 2009
Justin Sharon As America prepares to tuck into turkeys, Byrd became our longest serving lawmaker, Birds Eye is being bought by Blackstone (BX) and yesterday’s equity action was one for the birds. With h |
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Translating Buffett’s Latest BetsTue Nov 17th, 2009
Josh Lipton Forget about what he says. If you want to learn what Warren Buffett really thinks are money-making bets, look at what the old guru is actually doing.The greatest value investor of our time likes to p |
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HP's Deal With 3Com Was Behind the CurveMon Nov 16th, 2009
Bob Faulkner It’s fascinating how the sell side uniformly aligned to praise the Hewlett-Packard (HPQ) acquisition of 3Com (COMS) last week. Cheerleaders are plentiful but analysis of an underlying problem s |
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Does Another Round of Beer Mergers Make Sense?Fri Nov 13th, 2009
Scott Reeves Mass-produced beer is a slow-growth industry, and major brewers have merged in an effort to cut costs and grab market share. But consolidation may be little more than a short-term fix. The best known |
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Winners and Losers of the HP-3Com DealThu Nov 12th, 2009
Matt Theal Late on Wednesday, Hewlett-Packard (HPQ) upped the ante on its rivalry with Cisco (CSCO) when it announced its plans to purchase 3Com (COMS) for $7.90 per share in cash or $2.7 billion.3Com sells ent |
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Big Pharma Scrambles for a Piece of the Vaccine PieThu Nov 12th, 2009
Lisa LaMotta It’s a small shot in the arm, but it could mean big money for pharmaceutical companies around the world. With flu season upon us and swine flu threatening to reach pandemic proportions, Big Pha |
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Activision Is Racking Up PointsTue Nov 10th, 2009
Michael Comeau If you had any doubts about Call of Duty: Modern Warfare 2, erase them now.Activision's (ATVI) state-of-the-art bang-bang truly delivers the steak after months and months of sizzle. Sure to sell many |
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Upgrades & Downgrades: Adobe's On the UpTue Nov 10th, 2009
Justin Sharon Stocks surged, sending the S&P 500 up for a sixth straight session and propelling the Dow to a 13 month high, after a G-20 host became the market’s Darling for a day. Equities and ironies e |
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Jeff Saut: This Isn't the End of an EraMon Nov 9th, 2009
MV Respect Editor's Note: The following article was written by Raymond James Chief Investment Strategist Jeff Saut. It has been reproduced with permission for the benefit of the Minyanville community.&nbs |





