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Why HP Is the Anti-Dell

Fri 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

Upgrades & Downgrades: Surprise Inside for Intel

Thu 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

Translating Buffett’s Latest Bets

Tue 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

HP's Deal With 3Com Was Behind the Curve

Mon 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

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

Winners and Losers of the HP-3Com Deal

Thu 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

Big Pharma Scrambles for a Piece of the Vaccine Pie

Thu 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

Activision Is Racking Up Points

Tue 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

Upgrades & Downgrades: Adobe's On the Up

Tue 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

Jeff Saut: This Isn't the End of an Era

Mon 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
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