John Ransom - Mergers and Rumors of Mergers
Posted: 4/28/2014 3:45:00 PM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: Charter Communications, Inc

Comcast Sheds Subscribers in $22B Deal with Charter—The Street.com

Cable operators Comcast (CMCSA_) and Charter Communications (CHTR_) announced a blockbuster, three-part deal valued at nearly $22 billion on Monday. Comcast said it aims to ease regulatory passage for the $67 billion purchase of Time Warner Cable (TWC_) by divesting cable systems with 3.9 million subscribers. "This transaction today gives federal, state and local regulatory bodies early identification of our divestiture process which we believe should be helpful in our efforts to gain approval for our merger with Time Warner Cable," Comcast CEO Brian Roberts told investors during a call.

Symbol: CHTR

Trailing PE: NA; Forward PE: 47

PEG: 39.76

Dividend:NA

Estimate Trend: Up

Ransom Note Trendline: Sell Charter Communications

CHTR Chart

CHTR data by YCharts


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Stock number two: Ford Motor Co.

Ford advances after Citi recommends buying shares—Fly on the Wall

Shares of Ford (F) are rising after Citigroup recommended buying the stock following its recent decline. WHAT'S NEW: Ford's first quarter results, which the company reported on April 25, were solid, wrote Citigroup analyst Itay Michaeli in a note to investors earlier today. Although Ford took a charge related to its North American warranties, the charge should not worry investors, the analyst contended. Ford chose to take the charge, which caused its profit to miss expectations,

Symbol: F

Trailing PE: 10; Forward PE: 9

PEG: 0.95

Dividend: 3.20%

Estimate Trend: Up

Ransom Note Trendline: Buy Ford

F Chart

F data by YCharts

Stock number three: NorthStar Realty Finance Corp.

American Realty in talks to buy NorthStar Realty -sources--Reuters

American Realty Capital Properties Inc is in talks to buy NorthStar Realty Finance Corp, according to people familiar with the matter, in a deal that would combine a major property owner with a real estate financing company. The discussions between the two real estate investment trusts are preliminary, and there is no guarantee a deal would materialize, the people said on Monday, requesting anonymity because the matter is not public.

Symbol: RDEN

Trailing PE: NA; Forward PE: 15

PEG: NA

Dividend: 6.6%

Estimate Trend: Flat

Ransom Note Trendline: Hold Northstar

NRF Chart

NRF data by YCharts

John Ransom - New Time 11:20 AM PT: Get the Market Movements in Advance: William's Edge Webinar for Monday April 28th, 2014
Posted: 4/28/2014 12:01:00 AM EST

Ransom Notes Radio Webinar
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John Ransom - Pandora is, um...Pandora
Posted: 4/26/2014 12:10:00 AM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: DeVry Education Group Inc.

DeVry Beats on Q3 Earnings, Revs—Zack's

DeVry Education Group Inc. (DV) beat the Zacks Consensus Estimate for both revenues and earnings in the third quarter of fiscal 2014, for the second quarter in a row. Adjusted earnings of 87 cents per share beat the Zacks Consensus Estimate of 75 cents by 16.0% in the third quarter of fiscal 2014. We believe that the company’s return to positive enrollment in the quarter contributed to the earnings beat. Earnings, however, declined 6.5% from the prior-year quarter due to a year-over-year decline in total revenue.

Symbol: DV

Trailing PE: 46; Forward PE: 18

PEG: 2.07

Dividend: 0.80%

Estimate Trend: Flat

Ransom Note Trendline: Buy Soda Stream

DV Chart

DV data by YCharts

Stock number two: Pandora Media, Inc.

Pandora tumbles after second quarter guidance trails expectations—Fly on the Wall

Shares of internet radio company Pandora (P) are sinking after the company’s second quarter profit and revenue outlook fell short of analysts’ consensus estimates. WHAT'S NEW: Last night, Pandora reported first quarter earnings per share of (13c) and revenue of $180.1M, against consensus views of (14c) and $174.96M, respectively. Total listener hours grew 12% to 4.8B for Q1, compared to 4.26B for the same period last year.

Symbol: P

Trailing PE: NA; Forward PE: 51

PEG: 4.32

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid Pandora

P Chart

P data by YCharts

Stock number three: MasterCard Incorporated

Russian Rumblings Wreck Visa Inc. and Drop the Dow--Motley Fool

American and European politicians are considering economic sanctions against Russia, and such penalties would undoubtedly harm American and European financial companies with strong business in the country. Visa rival MasterCard (NYSE: MA) is down 3.4% this afternoon in reaction to Visa's report, as the world's second-largest payments processor is also at risk of losing Russian businessif the West institutes economic sanctions.

Symbol: RDEN

Trailing PE: 28; Forward PE: 20

PEG: 1.38

Dividend: 0.60%

Estimate Trend: Up

Ransom Note Trendline: Avoid MasterCard

MA Chart

MA data by YCharts

John Ransom - Earnings, No Earnings, Eh, Either Way
Posted: 4/25/2014 4:15:00 PM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: DR Horton Inc.

Homebuilder Earnings Mixed As Prices Sap Demand—USA Today


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D.R. Horton (DHI), PulteGroup (PHM), Ryland Group (RYL) and M/I Homes (MHO) all reported earnings before the open, with D.R. Horton strong across the board while its peers missed or mixed results. Those reports came on top of the week's earlier news that sales of both new and existing homes declined in March as rising prices and low inventories have slowed the housing market's recovery.

Symbol: DHI

Trailing PE: 15; Forward PE: 11

PEG: 3.29

Dividend: 0.70%

Estimate Trend: Mixed

Ransom Note Trendline: Hold DR Horton

DHI Chart

DHI data by YCharts

Stock number two: The Boeing Company

Apple poised for record gains on solid earnings—Yahoo Finance

Apple Inc. is having one of its best days in months on Thursday as investors hail solid earnings and a generous capital return program…. Apple Inc. climbed 7.8%, extending gains from Wednesday’s after-hours session as the firm said it would enact a 7-for-1 stock split. In the computer-maker’s earnings report, Apple also said quarterly profit rose by 7%, and that it would increase its share buyback program to $90 billion from $60 billion.

Symbol: AAPL

Trailing PE: 14; Forward PE: 12

PEG: 0.64

Dividend: 2.30%

Estimate Trend: Up

Ransom Note Trendline: Buy Apple

AAPL Chart

AAPL data by YCharts

Stock number three: Amazon.com Inc.

Amazon Earnings Preview: Is the online king buying Sears?!?--Yahoo Finance- Breakout

After months of product announcements and price tweaks Amazon (AMZN) will finally talk numbers tonight after the closing bell. Analysts are officially expecting earnings of 23-cents per share on $19.43 billion in revenues. With shares off $75 since Amazon's last earnings report and the company's famous disdain for profits, shareholders are simply hoping for anything better than agonizing. There's no shortage of questions surrounding the world's largest online retailer. In just the last 3 months Amazon has raised the price of its Prime subscription, secured a deal to stream HBO programs, released a voice-activated set-top box and is still expanding into local delivery.

Symbol: AMZN

Trailing PE: 566; Forward PE: 79

PEG: 3.40

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid Amazon

AMZN Chart

AMZN data by YCharts

Michael Schaus - In Other News: Twitter is Obama's New Foreign Policy Plan
Posted: 4/25/2014 4:00:00 PM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

But, first, we need to address the topic of pirates. John promised on his show that I would share with everyone a couple of fun facts about pirates, and here they are:

Really what is a Pirate? It's just a guy that rapes, pillages, and plunders... So it's kinda like being in the Kennedy family - but with a gun. Also, stealing and ransoming are acceptable pirate activities... But they don't generally take more than 30 percent of a ships cargo. After all, they're pirates. Not Democrats.

And now, other news:

Our State Department has asked if Russia will “live by the promise of the hashtag” #UnitedforUkraine… Borders, sovereignty, international law be damned. The Hashtag, that’s what will keep Putin at bay. (WeaselZippers.us)

The U-2 spy plane was an engineering marvel that survived the Cuban missile crises, the Vietnam war, Desert Storm, and the entirety of the Cold War (as well as Kosovo, the war in Afghanistan, and Operation Iraqi Freedom)… But it was no match for Obamanomics and a Democrat budget. (Stripes.com)

Finally! The New York Times reported on some voter fraud… In Afghanistan. Which, by the way, has horribly racist voter ID laws, and does not have mail-in-ballots. Can someone draw the NYT a map of Chicago? Or is that location too dangerous for embedding reporters? (NYTimes.com)

A global warming “skeptic” conference was attended (literally) by more experts than they were able to accommodate… But the media isn’t covering it, because 97 percent of journalists agree that the conference never happened. (The coverage is settled.) (DailyCaller.com)

John McCain threw praise at Hillary for being “an amazing” person when he introduced her at a recent event. I don’t think Bill made it there, because there wasn’t any room on her broom. (WeaselZippers.us)

John Ransom - New Time 11:20 AM PT: Get the Market Movements in Advance: William's Edge Webinar for Friday April 25th, 2014
Posted: 4/25/2014 12:01:00 AM EST

Ransom Notes Radio Webinar
Join us for a Webinar on April 24th, 11:20 AM PT
Space is limited.
Reserve your Webinar seat now at:

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Sign in above to watch as David Williams displays his live market charts showing recent trades and forecasts he has made on Ransom Notes! The audio will still stream through Ransom Notes broadcast and the charts will be viewable through GoToMeeting. By registering for this webinar you agree to receive email announcements and promotions periodically.

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Michael Schaus - In Other News: Obama's Afraid of Robots
Posted: 4/24/2014 4:00:00 PM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

Seriously? Obama met a robot in Japan… And he bowed to it. He also admitted to being frightened by it. In other news: Vladimir Putin has announced a new Russian Robotics division. (Breitbart.com)

Iran gets a seat on the UN women’s rights council… Which seems stupid. I mean, the Danish PM is a woman – she probably would have done it for cheaper. (CNSNews.com)

Muslims apparently find it offensive that the documentary film at the 9/11 memorial references Islam when discussing the motivations for the 9/11 attacks… Personally, I find the unprovoked murder of 3,000 Americans in the name of Allah kinda offensive. (NYTimes.com)

Face recognition software is being used to help the Feds build a data base of citizen information. (No, no, no… Keep the tinfoil hat on for just another minute or two.) Apparently, the goal is to make it possible for the Feds to track “suspects” in any city in the nation. (Big Brother’s mandated “Two Minutes of Hate” is still in the production phase.) (Independent.co.uk)

A group of anti-tax extremists were involved in an armed conflict with Government agents who had been sent to collect illegal assault weapons. Using high-powered rifles, the unauthorized militia engaged the government agents in a violent skirmish. 72 people ultimately died. A couple years later, these same extremists signed the declaration of independence. Moral of the story: Don’t mess with our guns (and don’t tax our breakfast beverage). (buckeyefirearms.org)

John Ransom - I Love Soda, Because it Saves Me Money
Posted: 4/24/2014 12:22:00 PM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: SodaStream International Ltd

Soda Stream sizzles on Starbucks buyout talk—USA Today


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SodaStream shares are surging 13% in early trading on a report that the company may be a buyout target of coffee giant Starbucks. SodaStream, which makes carbonated beverage machines that allow consumers to create their own sodas as a greener, cheaper alternative to bottled soft drinks, jumped after Globes, an Israeli business news website, said the company is discussing selling a 10% stake to Starbucks. The report lifted Soda shares $5.39 to $45.82 in noon trading.

Symbol: SODA

Trailing PE: 23; Forward PE: 20

PEG: 0.75

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Buy Soda Stream

SODA Chart

SODA data by YCharts

Stock number two: The Boeing Company

Faster production brings Boeing $965M 1Q profit—Yahoo Finance

Boeing's increased rate of commercial jet manufacturing is starting to pay off for shareholders. In the first three months of this year, 161 new airplanes rolled off the company's assembly lines — more jets than the same period last year. That increased rate contributed to a $965 million profit for Chicago-based Boeing Co. post in the first quarter.

Symbol: BA

Trailing PE: 22; Forward PE: 16

PEG: 1.68

Dividend: 2.30%

Estimate Trend: Up

BA Chart

BA data by YCharts

Stock number three: Elizabeth Arden, Inc.

South Korea's LG Household considers bid for Elizabeth Arden--Reuters

South Korea's LG Household & Healthcare Ltd said it is considering a bid for U.S. cosmetics firm Elizabeth Arden Inc, an acquisition that would give it globally recognized luxury brands and would be its most ambitious to date. Elizabeth Arden's shares rose as much as 17 percent on the Nasdaq on Wednesday. The company, which has a market value of $845 million, has seen its sales hit by a much weaker-than-expected North American retail market as well as deep industry discounting in key European markets that have eroded profit margins. Its shares have fallen 20 percent so far this year.

Symbol: RDEN

Trailing PE: 32; Forward PE: 18

PEG: 1.72

Dividend: NA

Estimate Trend: Down

Ransom Note Trendline: Avoid Elizabeth Arden

RDEN Chart

RDEN data by YCharts

John Ransom - New Time 11:20 AM PT: Get the Market Movements in Advance: William's Edge Webinar for Thursday April 24th, 2014
Posted: 4/24/2014 12:01:00 AM EST

Ransom Notes Radio Webinar
Join us for a Webinar on April 24th, 11:20 AM PT
Space is limited.
Reserve your Webinar seat now at:

https://www1.gotomeeting.com/register/517191880

Sign in above to watch as David Williams displays his live market charts showing recent trades and forecasts he has made on Ransom Notes! The audio will still stream through Ransom Notes broadcast and the charts will be viewable through GoToMeeting. By registering for this webinar you agree to receive email announcements and promotions periodically.

Join John Ransom, David Williams and Ransom Note Radio Live from Caesar's Palace May 12-15th! @ the Money Show

----->Register NOW!<-----

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements
PC-based attendees
Required: Windows® 8, 7, Vista, XP or 2003 Server
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Required: iPhone®, iPad®, Android™ phone or Android tablet

John Ransom - New Trends in Biotech with Allergan Merger
Posted: 4/23/2014 11:58:00 AM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: Lexmark International Inc.

Lexmark (LXK) Stock Tumbles as Q2 Guidance Disappoints—The Street.com

Lexmark (LXK_) is sliding on Tuesday as the business hardware developer issued soft second-quarter guidance. By midday, shares had tumbled -11.3% to $41.50.

The company said it expected lower revenue as a result of its exit from its inkjet hardware and supplies division. Management said total revenue is currently expected to decline 2% to 4% compared to the year-ago quarter.

Symbol: LXK

Trailing PE: 10; Forward PE: 10

PEG: 6.20

Dividend: 2.60%

Estimate Trend: Up

Ransom Note Trendline: Avoid Lexmark

LXK Chart

LXK data by YCharts

Stock number two: Allergan

Allergan Bid Charts New Territory in Takeovers—New York Times

The $45.6 billion unsolicited offer for Allergan by Valeant Pharmaceuticals and William A. Ackman’s hedge fund is many things, including bold, novel and mega in all ways. It is a new twist in the war between companies and shareholder activists, most likely changing everything and igniting a furious battle not just for Allergan but over the laws governing takeovers and activism.

Symbol: AGN

Trailing PE: 51; Forward PE: 27

PEG: 2.09

Dividend: 0.10%

Estimate Trend: Up

Ransom Note Trendline: Sell Allergan

AGN Chart

AGN data by YCharts

Stock number three: Fastenal Company

What Fastenal and MSC Industrial Earnings Say About the Industrial Economy—Motley Fool

MSC Industrial and Fastenal served notice that the industrial sector is improving, and there are signs that nonresidential construction has started to turn the corner after a weak 2013. For example, Fastenal reported that its sales to manufacturing customers increased by 6.3% in 2013, but improved to 9% in the weather-affected first quarter of 2014 and by a solid 11.5% in March.

Symbol: FAST

Trailing PE: 33; Forward PE: 26

PEG: 1.83

Dividend: 2.00%

Estimate Trend: Up

Ransom Note Trendline: Hold Fastenal

FAST Chart

FAST data by YCharts