Citigroup's Terence Whalen picks up coverage of semi equipment stocks
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Citigroup's Terence Whalen picks up coverage of semi equipment stocks and raises KLA Tencor ([[KLAC]] +1.2%) and Novellus ([[NVLS]] +3.1%) to Buy from Neutral, while cutting FormFactor ([[FORM]] -2.6%) to Neutral. Investors “have yet to correctly quantify escalating capital intensity” in the chip manufacturing business, he asserts, expecting wafer fab equipment spending will near $36B in three years.
Posted by expathos (#1) 119 days ago (http://seekingalpha.com)Keynes vs. Hayek Round II: 80 years after the two economists famously debated the merits of keeping interest rates artificially low and putting the unemployed to work on infrastructure programs to revive economic activity - the same question crops up again in Europe. While the Hayek school is winning the policy battle to a degree, author Nicholas Wapshott warns - as did Keynes in 1918 - that too much European austerity could sow the seeds of discontent and contribute to extreme political movements.
Posted by expathos (#1) 119 days ago (http://seekingalpha.com)
Keynes vs. Hayek Round II: 80 years after the two economists famously
Keynes vs. Hayek Round II: 80 years after the two economists famously debated the merits of keeping interest rates artificially low and putting the unemployed to work on infrastructure programs to revive economic activity - the same question crops up again in Europe. While the Hayek school is winning the policy battle to a degree, author Nicholas Wapshott warns - as did Keynes in 1918 - that too much European austerity could sow the seeds of discontent and contribute to extreme political movements.
Posted by expathos (#1) 119 days ago (http://seekingalpha.com)
Keynes vs. Hayek Round II: 80 years after the two economists famously
http://suprastock.blogspot.com/2010/06/20-dividend-stocks-wit... http
In a colorful speech, Fed's Kevin Warsh warns against viewing the economic events of the last three years as a series of unrelated, unpredictable, unfortunate financial shocks - and cautions that the U.S. "ought not to be dismissive of the threats to our privileged position in the world."
Posted by expathos (#1) 694 days ago (http://seekingalpha.com)
In a colorful speech, Fed's Kevin Warsh warns against viewing the eco
The stock market has priced in the worst news, resulting in attractive valuations that should see a rally of at least 16% by year's end, Abby Joseph Cohen says. Indeed, with companies optimistic about Q2 numbers, some say stocks have room to rise. RBS' Andrew Roberts, expecting a "collapse far beyond what even some equity bears anticipate," would beg to differ.
Posted by expathos (#1) 694 days ago (http://seekingalpha.com)
The stock market has priced in the worst news, resulting in attractiv
Why Coca-Cola Is 100+ Years Old and Still Growing Strong
Posted by expathos (#1) 713 days ago (http://seekingalpha.com)
Brian Polino submits:In 2009, Coca-Cola (KO) set the Guinness World R
The cuts at Warner Bros. (TWX) are just the beginning, analysts say, expecting more belt-tightening at Disney (DIS) and Sony's (SNE) Sony Pictures. "For many years, there has probably been too many movies being produced and a cyclical downturn has forced some rationalization."
Posted by expathos (#1) 1218 days ago (http://seekingalpha.com)
The cuts at Warner Bros. (TWX) are just the beginning, analysts say, expecting more belt-tightening at Disney (DIS) and Sony's (SNE) Sony Pictures. "
"A quick review of Slim's history shows that if there's something he has known how to do over the years, it's take advantage of those risks, thanks to his position as a lender of last resort," Slim follower Eduardo Garcia writes. Spokesman Elias Ayub played up the strength of the NY Times (NYT -7.8%) brand, and its "potential for digital expansion."
Posted by expathos (#1) 1218 days ago (http://seekingalpha.com)
"A quick review of Slim's history shows that if there's something he has known how to do over the years, it's take advantage of those risks, thanks t
Move over Tribune Co., The 141-year Minneapolis Star Tribune files for bankruptcy protection, less than two years after being bought by private-equity firm Avista Capital Partners. Top creditor: AbitibiBowater (ABH). Here's the petition (.pdf).
Posted by expathos (#1) 1221 days ago (http://seekingalpha.com)
Move over Tribune Co., The 141-year Minneapolis Star Tribune files for bankruptcy protection, less than two years after being bought by private-equit
In the past few years, two of my clients and several prospects have asked me, in effect, “Why doesn’t your firm have nice smooth returns
GlaxoSmithKline (GSK) CEO Witty, in a Bloomberg interview, tells the tale of new-pharma: "I would feel very comfortable if five or six years down the road half of our drug approvals came from products which weren’t originally discovered in a GSK laboratory."
Posted by expathos (#1) 1227 days ago (http://seekingalpha.com)
GlaxoSmithKline (GSK) CEO Witty, in a Bloomberg interview, tells the tale of new-pharma: "I would feel very comfortable if five or six years down the
Despite the worst manufacturing stats in 28 years, markets are hanging in there near the midafternoon highs: Dow +2/04%. S&P +2.25%. Nasdaq
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