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This Quarter's Sentiment:
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From the Blogosphere
RHI Reports Q2
RHI Reports Q2
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The case for RHI Entertainment (RHI) and the expectation we had when we first looked at it still stands. Q1 and Q2 were expected to be poor and they were. Q'3 and 4 were expected to show a marked improvement and based on what is in production and what is expected to be delivered, that is also the case.
SEC filing: RHI Q2 <object codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" id="doc_801602202621498" name="doc_801602202621498" classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" align="middle" height="500" width="100%"> <param name="movie" valu...
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RHI Reports Q2
The case for RHI Entertainment (RHI) and the expectation we had when we first looked at it still stands. Q1 and Q2 were expected to be poor and they were. Q'3 and 4 were expected to show a marked improvement and based on what is in production and what is expected to be delivered, that is also the case.
SEC filing: RHI Q2 <object codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" id="doc_801602202621498" name="doc_801602202621498" classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" align="middle" height="500" width="100%"> <param name="movie" valu...
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Analyst upgrades, downgrades and initiations: ANN, CS, MCO, NRG, RHT, TJX ...
Filed under: Analyst reports, Analyst upgrades and downgrades, Analyst initiations Analyst upgrades:
<> Citigroup upgraded Robert Half (NYSE: RHI) to Hold from Sell following the company's Q2 results, believing the worst may be behind the company. Citi raised its target on shares to $24 from $18. Goldman upgraded AnnTaylor (NYSE: ANN) to Buy from Neutral and raised its target to $13 from $6.50, citing improved merchandising and inventories. <>Baird upgraded TrueBlue (NYSE: TBI) to Outperform from Underperform and raised its target to $12 from $9, citing the better-than-expected Q2 repo>>...
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Early Week Earnings Watch
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2nd of the 3 big weeks for S&P 500 type companies arrives; last week was an unqualified success of setting expectations low, cutting expenses aggressively and beating very slow to adjust analysts expectations. Now with the bar raised higher as expectations ramped up, I expect the sledding to be a bit tougher.
Here are names of interest in the early part of the week; with names the market will be watching and some additional ones that I like to look at. Tuesday will be the more interesting day. I forgot about earnings knee jerk reaction time, when I shorted American Express (AXP) and <>Capit>...
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