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From the Blogosphere
Wednesday's Upgrades and Downgrades
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<> Upgrades First Horizon (FHN)- Fox Pitt In Line » Outperform Wal-Mart (WMT)- Morgan Keegan Mkt Perform » Outperform Barrick Gold (ABX)- CIBC Wrld Mkts Sector Perform » Sector Outperform Randgold Resources (GOLD)- HSBC Securities Neutral » Overweight Scotiabank (BNS)- RBC Capital Mkts Underperform » Sector Perform
Downgrades Littelfuse (LFUS)- William Blair Outperform » Mkt Perform Brookfield Asset Mngmt (BAM)- BMO Capital Markets Market Perform » Underperform AU Optronics (AUO)- Credit Suisse Outperform » Neutral Abiomed (ABMD)- Susquehanna Financial >...
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Tech expert tunes in to LCD makers
AUO
AU Optronics Corp. - An Attractive Trade
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AU Optronics Corp. (AUO) designs, develops, manufactures, assembles and markets flat panel displays. The Company's principal products are thin-film transistor liquid crystal display (TFT-LCD) panels. Its panels are used in computer products, such as notebook computers and desktop monitors; consumer electronics products, such as digital cameras, digital camcorder, car television, car navigation systems and portable digital versatile disc (DVD) players, and liquid crystal display (LCD) televisions. It offers small to medium-size panels, as well as large-size panels. AU Optronics Corp. sells i...
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By
s J
(-14.94% risk: aggressive)
03/27/08
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Comment
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Trade Tips For 5th May 08
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All of the following are trading tips for 5th May 2008 only.
Short Entry <>Big Lots, Inc. (BIG) through its wholly owned subsidiaries is a national broadline closeout retailer.AmeriCredit Corp., (ACF) is an independent auto finance company.Apple Inc. (AAPL) designs, manufactures, and markets personal computers, portable digital music players, and mobile communication devices and sells a variety of related software, services, peripherals, and networking solutions.China Life Insurance Company Limited (LFC) is an insurance company in the People's Republic of China.<>Corinthian Colleges, Inc. (COCO) >>...
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By
s J
(-14.94% risk: aggressive)
05/05/08
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Comment
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AU Optronics Corp (AUO)
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<>has attracted a large and growing short position over the last six months. I’m not sure what they see, but so far they are fighting the trend. The short position has grown by over 10 million shares since the end of November and the average price during that time was 18.97. The average short since the end of November is now down by over $1.50. If I was short I would be very concerned. I didn’t dig into the fundamentals, but the most recent quarter, revenues increased by 85% and earnings were 1.12/share versus an estimate of just 0.48 I own some call options and a little bit of stock, ><><>< />>< /><>< />>< /><>< />>< /><>< />>><>>< /><>>< /><><><>><>><>><>><>><>><>><>><>><>>><>>< />< />< /><><>< /><><>>>><>< /><><>>>><>< /><><>>>><>><>< />< />>><><>><>>><><>< />><>< />><>< />>>< />>...
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