Go Symbol Lookup
Loading...

CNBC Stock Blog

More

  Wednesday, 15 May 2013 | 11:47 AM ET

Apple Should Trade at $240, Here’s Why: Analyst

Posted By:
Apple Bear Takes Swipe at Stock
David Trainer, New Constructs CEO defends his call of $240 a share for the big tech company.

Apple is trading far above where it should be trading and investors need to reevaluate how they value the stock, said David Trainer, CEO of New Constructs, a stock research firm. Apple's stock should be at $240, he said, pointing to one key metric for this expectation.

"It's a curse and blessing to have a really high return on invested capital," Trainer said. He noted that with such a high metric—which at one point hit 330 percent, dropping to 227 percent in 2012—any company would invite a large amount of competition.

»Read more
  Wednesday, 15 May 2013 | 11:21 AM ET

Tech Giants Play Dangerous Game With Their Fans

Posted By: Dana Blankenhorn | TheStreet.com Contributor
Getty Images

Teen idols, Hollywood stars and technology companies have something in common.

It's possible for them to get too close to their biggest fans, to make such a big splash that these fans tire of them, rejecting what they once loved as caricatures.

The lesson of the Olsen twins and director M. Night Shyamalan may now have to be learned by Facebook, whose widely hyped "Home" skin for Android is increasingly looking like a product failure.

»Read more
  Wednesday, 15 May 2013 | 6:03 AM ET

Bulls Beam In on Dish Network

Posted By:
Daniel Acker | Bloomberg | Getty Images
Dish Network

Dish Network has pulled back from 52-week highs reached last week, and traders are buying more time for the stock to rally again.

OptionMonster's tracking systems yesterday detected the sale of May 40 calls for $0.15 to $0.20 and the purchase of June 44 calls for $0.40. About 5,000 contracts traded in each strike.

Calls lock in the price where shares can be purchased in the satellite-television company, and they can deliver significant leverage if the stock continues to run. Rolling the position out a month to a higher strike buys more time for the move to occur and indicates that traders anticipate even more gains than originally thought.

»Read more
  Tuesday, 14 May 2013 | 12:10 PM ET

What May Move BlackBerry Stock This Year

Posted By: Eric Jackson | TheStreet.com Contributor
Getty Images

If things keep up like this in the second half of the year as it has in the first half, all shorts might be dead and buried.

This has been the year when shorts have been carried out on a stretcher. Last week, it was Tesla—with 44 percent of its float held short as of April 30—going parabolic in the face of solid earnings.

Then there has been Green Mountain Coffee, with 38 percent of its float held short with an 83 percent return year to date. First Solar is up 66 percent this year, even though 33 percent of its float is held short. High-flying Netflix is up 145 percent this year, but it has 24 percent of its float still held short.

»Read more
  Tuesday, 14 May 2013 | 10:24 AM ET

Cramer: This Is the Shorts' Worst Nightmare

Posted By:
Cramer: This Is the Short's Worst Nightmare
With stocks heading higher, many of the traditional short positions are disappearing, and Cramer said this is the "worst nightmare" for short sellers

The most popular short positions of the year are causing pain for hedge funds and bearish investors alike, after many of these heavily shorted names have rallied this quarter. This is a "worst nightmare" situation for short sellers, CNBC's Jim Cramer said on "Squawk on the Street" Tuesday.

»Read more
  Tuesday, 14 May 2013 | 5:15 AM ET

Energy Bulls Discover Dresser Rand

Posted By: David Russell | Writer, OptionMonster
Nestor Galina | Wikipedia

Dresser Rand Group is an oil-equipment name, and it was discovered by the energy bulls yesterday.

OptionMonster's tracking programs detected the purchase of more than 2,000 September 70 calls, most of which priced for $1.80. Volume was more than 30 times open interest at the strike, indicating that new money was put to work on the long side.

Long calls lock in the price where shares can be purchased, so they have the potential to generate significant leverage from even a modest rally. A 20 percent gain in the stock price, for instance, would result in a profit of almost 100 percent. The contracts also spare the investor the difficulty of timing an entry.

»Read more
  Monday, 13 May 2013 | 2:59 PM ET

Where Do AIG Shares Go Now? Depends on the Buyback

Posted By:
Adam Jeffery | CNBC

Shares of American International Group are up more than 25 percent year to date. Where the stock goes from here may depend on how quickly AIG starts returning capital to shareholders, analysts say.

After earnings in early May, AIG CEO Robert Benmosche told CNBC that the company's priority was to deal with its debt in order to ensure it maintains a strong credit rating. After that, it will look at a dividend and then potentially a stock buyback.

"As we continue to work on our capital plan and work with the Federal Reserve, our next priority would be to put a dividend on the stock, because we think that will increase the potential buyers," Benmosche told CNBC. "We're also looking at potential stock buybacks, as we progress through the year."

»Read more
  Monday, 13 May 2013 | 2:17 PM ET

Virgin America Cuts Losses and Sees IPO

Posted By: Ted Reed | TheStreet.com Transportation Reporter
Getty Images
Virgin Group's Sir Richard Branson during the April launch of new nonstop service from LAX to Las Vegas McCarran International.

Virgin America said its losses are declining and it could stage an initial public offering as early as next year.

The San Francisco-based carrier, which is adding two new routes this month, has reduced losses after restructuring debt owed to the British company Virgin Group, and could stage an IPO in late 2014 or 2015, CEO David Cush said in an interview with The Associated Press.

In a filing with the U.S. Transportation Department, Virgin America said its 2012 net loss widened 45 percent to $145.4 million. However, its fourth-quarter loss narrowed to $25 million from $30.8 million in the same quarter a year earlier. In the first quarter of 2013, the loss narrowed to $46.4 million from $76 million.

»Read more
  Monday, 13 May 2013 | 11:26 AM ET

Will Netflix Go to $65...Or $325? Analysts Debate

Posted By:
Playing the Netflix Surge: Analysts
A bull and bear play on the movie streaming company, with Michael Pachter, Wedbush Securities analyst; and Barton Crockett, Lazard Capital Markets analyst.

Netflix is the year's best-performing stock in the S&P 500, but some analysts couldn't disagree more about the company's valuation. Two top analysts squared off Monday on CNBC on where they think the stock is headed.

"Our thesis on Netflix is that this company is a television network company, and if you believe that, their margins are going way up over the balance of this decade, the earnings per share will be going way up. The market is starting to understand that," said Barton Crockett, analyst at Lazard Capital Markets. Crockett holds a $325 price target on the stock with a "buy" rating.

»Read more
  Sunday, 12 May 2013 | 6:44 AM ET

Click: Time to Change the Channel on Media Stocks

Posted By:
Adam Jeffery | CNBC

Big media stocks have been riding high this year as companies have been able to find ways to get paid for content despite a weak economy. But with the sector sporting a nearly 30 percent gain in 2013, it may be time to change the channel on some.

"What makes great dominant media companies good investments and good businesses is their ability to implement price increases given their competitive advantages," said Jaison Blair, an analyst at Telsey Advisory Group. "Our view has been in a slow-growth environment these companies can still implement price increases."

»Read more

About The Stock Blog

The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.