Haven't thought a lot about Apple for awhile. Sometimes the things you trust most can be taken for granted. Wait. What am I saying. Even with a humongous float, this stock makes me seasick sometimes.
Apple: Credit Suisse Ups FY Q4 Estimates
Credit Suisse’s Rob Semple today raised his EPS estimate on Apple’s (AAPL) fiscal fourth quarter ended September to 92 cents from 87 cents. He expects the company to sell 2.1 million Macs in the quarter.
For calendar 2008, he now sees $5 a share, up from $4.83.
Showing posts with label Credit Suisse. Show all posts
Showing posts with label Credit Suisse. Show all posts
Wednesday, October 3, 2007
Tuesday, October 2, 2007
Credit Suisse: Thumbs up to Google
The day will come when I'll finally own a share of Google. Until then, I can only wonder why I didn't get a piece of something I use daily, and have been for years.
Google: Credit Suisse Says Q3 Revs Will Top Estimtaes; Stock At New High; Market Cap Tops Berkshire Hathaway
Google: Credit Suisse Says Q3 Revs Will Top Estimtaes; Stock At New High; Market Cap Tops Berkshire Hathaway
Thursday, July 19, 2007
Opsware rising to new heights
Opsware, formerly LoudCloud, is making some noise today.
With more than an hour left in the session, the stock is up 4.7 percent to $10.46, an all-time high. Monday's sales and marketing partnership deal with Solidcore boosted the stock, which had been trading sideways since hitting its previous high on June 18.
With a $1.1 billion market cap, OPSW has been alluring but I haven't put my toes in the water yet. With Marc Andreessen and a bunch of his former charges at Netscape still alongside, Opsware has an interesting chemistry and leadership that separates it from the average small or mid-cap. It's one of my favorite B+ rated stocks.
Other B+ picks doing well today: Precision Castparts (PCP) is up 3.5 percent, Infosys (INFY) is up 3.4 percent and HDFC Bank (HDB) is up 3.5 percent after raising $698 million in American Depositary Shares.
Among Pupule's A- picks, RIMM continues to soar into the stratosphere, up 2 percent to $234.97. AAPL is also at a new high, trading at $140.21 with no bad news in sight and earnings less than a week away. Spartan Motors (SPAR) is also up, but I'm leaning toward pushing it to a B or B+ level. The fundamentals of the company haven't changed, but the market perception has. Short-term traders took SPAR to great heights in recent months before taking their gains.
At $16.51, it's a relative bargain, but probably not an A- stock until it can raise the bar and convince more investors to hold on for the long haul.
Baidu is still tumbling, now down to $194. A typical pullback for a small float, but earnings could spark another major run. BIDU has its own set of trading rules, re: giant Internet stocks of the late 1990s.
One of the B grade stocks, Seaspan Corp. (SSW), is up 5.6 percent after a healthy Q2 earnings report. In addition, Credit Suisse initiated coverage of Seaspan today.
Pupule Paul is a tiny bit long AAPL and BIDU.
With more than an hour left in the session, the stock is up 4.7 percent to $10.46, an all-time high. Monday's sales and marketing partnership deal with Solidcore boosted the stock, which had been trading sideways since hitting its previous high on June 18.
With a $1.1 billion market cap, OPSW has been alluring but I haven't put my toes in the water yet. With Marc Andreessen and a bunch of his former charges at Netscape still alongside, Opsware has an interesting chemistry and leadership that separates it from the average small or mid-cap. It's one of my favorite B+ rated stocks. Other B+ picks doing well today: Precision Castparts (PCP) is up 3.5 percent, Infosys (INFY) is up 3.4 percent and HDFC Bank (HDB) is up 3.5 percent after raising $698 million in American Depositary Shares.
Among Pupule's A- picks, RIMM continues to soar into the stratosphere, up 2 percent to $234.97. AAPL is also at a new high, trading at $140.21 with no bad news in sight and earnings less than a week away. Spartan Motors (SPAR) is also up, but I'm leaning toward pushing it to a B or B+ level. The fundamentals of the company haven't changed, but the market perception has. Short-term traders took SPAR to great heights in recent months before taking their gains.
At $16.51, it's a relative bargain, but probably not an A- stock until it can raise the bar and convince more investors to hold on for the long haul.
Baidu is still tumbling, now down to $194. A typical pullback for a small float, but earnings could spark another major run. BIDU has its own set of trading rules, re: giant Internet stocks of the late 1990s.
One of the B grade stocks, Seaspan Corp. (SSW), is up 5.6 percent after a healthy Q2 earnings report. In addition, Credit Suisse initiated coverage of Seaspan today.
Pupule Paul is a tiny bit long AAPL and BIDU.
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