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J.C. Penney CEO Bullish on RecessionFri Nov 20th, 2009
Associated Press This holiday season, J.C. Penney (JCP) CEO and Chairman Myron E. Ullman III is armed with a lineup of exclusive fashion brands he helped bring to the department store chain, and he's ready to battle |
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CF Industries: What to Do When the Fertilizer Hits the FanTue Nov 17th, 2009
Steve Smith CF Industries (CF) is locked in a three-way tug-of-war over its future, and the shape of the fertilizer industry hangs in the balance. Okay, maybe it’s not that dramatic. But there's a battle o |
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Upgrades & Downgrades: Profiting From Oracle?Fri Nov 13th, 2009
Justin Sharon An ocean of black led to a sea of red with Wall Street declining as EIA data showed oil inventories up and demand off. For related content see The Untapped Energy Riches of Uzbekistan. The Dow s |
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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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Two Ways to Play: Reynolds Shifting Its StrategyMon Nov 9th, 2009
Terry Woo Reynolds' Shift in Strategy?Reynolds American (RAI) is in advanced negotiations to take over Niconovum, a Swedish maker of nicotine-replacement products that helps people quit smoking.According to th |
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Don't Get Hit by Union PacificWed Nov 4th, 2009
Steve Smith Editor's Note: This content was originally published on the Buzz & Banter (click here for a free trial). It's being reposted here for the benefit of the Minyanville community.After some initial f |
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Is Rovi Ready for a Risk Reversal?Wed Oct 28th, 2009
Steve Smith Rovi Corporation (ROVI), a Santa Clara, California, digital entertainment firm, has seen its stock pummeled in recent weeks, dropping some 20% from $34.50 to $28 over the past two weeks. But even as |
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Five Candidates for a Dell TakeoverWed Oct 14th, 2009
Michael Comeau In a recent interview with Bloomberg News, Michael Dell made it clear that he's not done shopping. Just off the announcement of a $3.9 billion deal to buy Perot Systems (PER), Dell (DELL) wants to ma |
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Two Ways: Deutsche Bank Upgrades AK SteelFri Oct 9th, 2009
Terry Woo This morning, Deutsche Bank upgraded steel producer AK Steel (AKS) from “Hold” to “Buy” on recent share price weakness and valuation.The firm said the move was done to reflect |
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Buzz of the Street: More Stimulus On the Way?Fri Oct 2nd, 2009
Terry Woo All day and every day, some of the stock market's best and brightest traders and money managers share their ideas, insights and analysis in real-time on Minyanville's Buzz & Ban |





