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Intel: Don't Worry About PCs, Wells Sees a Q2 Beat, Q3 Upside

2015-07-14 02:28:04| Semiconductors - Topix.net

Amidst several notes cutting estimates for Intel , one fellow who's not too negative on the outlook for the chip maker is David Wong of Wells Fargo , who thinks PC trends are not as ominous as many think. Wong, who has an Outperform rating on the stock, and a $40 to $50 "valuation range," is modeling revenue in the June quarter of $13.2 billion, the mid-point of Intel's forecast, and he projects 52 cents a share in net income.

Tags: beat intel worry pcs

 

Oil & Gas Industry Mangles More Facts, Turns EDF Study Results Upside Down

2015-07-11 05:37:00| Oil & Gas - Topix.net

A new set of peer-reviewed scientific papers pointing to 50 percent higher than estimated regional methane emissions from oil and gas operations in Texas were published this week. And like clockwork, the oil and gas industry's public relations machine, Energy In Depth, proclaimed that rising emissions are actually falling, and that the industry's meager voluntary efforts are responsible.

Tags: results down study industry

 
 

Precision Castparts: Compounder, Margin Of Safety, Long-Term Upside

2015-07-04 01:53:17| Industrial Machines - Topix.net

Precision Castparts has fallen out of favor due to short term issues such as lower revenue from oil+gas counter-parties, an incident at their plant, and exiting of a joint-venture. PCP is trading at a historically low multiple, meanwhile they are the crown-jewel of the industry and their core business is growing / improving.

Tags: safety precision margin upside

 

La-Z-Boy's 4-4-5 Plan Promises Strong Earnings Growth; 50% Upside

2015-06-24 14:32:41| Furniture - Topix.net

La-Z-Boy has expressed its commitment to, and already acted on, its plan to open 400 La-Z-Boy Furniture Galleries, each of which will average $4 million in revenue per store. La-Z-Boy's transition to a pure-import business model promises lower labor and overhead costs, and should lead to increase profitability.

Tags: plan strong growth earnings

 

Verizon Pension Upside From Rates May Help FiOS Sale

2015-06-15 18:05:31| IT Services - Topix.net

Analysts have been speculating over a Verizon sale of its residential wireline business. The company has focused on wireless services since buying out 's stock and that of Verizon have been bolstered since the 2008 global financial crisis by the low interest rates.

Tags: sale rates pension verizon

 

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