John Ransom - Sell Time Warner on Strength
Posted: 2/13/2014 2:31:00 PM EST

Stock number one: Time Warner Cable

Wall Street Is Skeptical of Comcast’s Deal for Time Warner Cable--Wall Street Journal

From the way the stocks are trading to the immediate analyst reactions, Wall Street is skeptical Comcast Corp.'s $45 billion bid for Time Warner Cable will be finalized in its current form. Time Warner Cable shares are trading at around $145, up 7% on Thursday, but well below the offer price. Time Warner Cable shareholders will swap each share for 2.875 Comcast shares in the all-stock deal, valuing the company at $158.82 per share based on Comcast’s closing price Wednesday.

Symbol: TWC

Trailing PE 22; Forward PE: 17

PEG: 1.26

Dividend: 2.20%

Estimate Trend: Up

Ransom Note Trendline: Sell Time Warner

TWC Chart

TWC data by YCharts

Stock number two: Orbitz Worldwide, Inc

Online travel agencies climb after Orbitz results surpass expectations- Fly on the Wall

Shares of online travel agencies are advancing after one of the companies in the sector, Orbitz Worldwide (OWW), reported stronger than expected fourth quarter results. WHAT'S NEW: Orbitz Worldwide reported fourth quarter earnings per share of 5c, versus the consensus estimate of 0c. The company's revenue came in slightly higher than expected.

Symbol: OWW

Trailing PE: NA Forward PE:31

PEG: 0.84

Dividend: NA

Estimate Trend: Flat

Ransom Note Trendline: Hold Orbitz

OWW Chart

OWW data by YCharts

Stock number three: Whole Foods Market, Inc

Whole Foods Markets falls on growth outlook- Financial Times

Shares in upscale US grocer Whole Foods Market tumbled on Thursday after the company trimmed the top end of its outlook and reported same-store sales at its oldest stores grew at the slowest pace in at least two years. The purveyor of organic kale said it expected revenues to grow between 11 and 12 per cent in fiscal 2014, below earlier guidance of growth of as much as 13 per cent. Whole Foods forecast earnings would rise 7 to 12 per cent, less than the 12 to 15 per cent advance previously forecast.

Symbol: WFM

Trailing PE: 35; Forward PE: 26

PEG: 2.00

Dividend: 0.90%

Estimate Trend: Flat

Ransom Note Trendline: Sell Whole Foods

WFM Chart

WFM data by YCharts

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John Ransom - William's Edge Webinar for Thursday February 13th, 2014
Posted: 2/13/2014 12:58:00 PM EST
Ransom Notes Radio Webinar
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John Ransom - William's Edge Webinar for Wednesday, February 12th
Posted: 2/12/2014 1:32:00 PM EST
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John Ransom - William's Edge Webinar for Tuesday, February 11th
Posted: 2/11/2014 11:54:00 AM EST
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John Ransom - William's Edge Webinar for Monday February 10th
Posted: 2/10/2014 1:40:00 PM EST
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John Ransom - William's Edge Webinar for Friday February 7th
Posted: 2/7/2014 12:22:00 PM EST
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John Ransom - The Soda Wars Get Bubbly
Posted: 2/7/2014 12:02:00 PM EST

Welcome to John Ransom’s Stocks in the News for February 6th, 2014- where the headlines meet the trendlines:

Stock number one: Green Mountain Coffee Roasters, Inc.

Green Mountain Vs. SodaStream Next Coke Vs. Pepsi?- IBD.com

David Williams with PageTrader.com and Williams-Edge talk to John about the day’s market trends for February 6th 2014.

SodaStream (SODA) rebounded Thursday on speculation PepsiCo (PEP) could reach a deal with the in-home soft drink maker after Green Mountain Coffee Roasters (GMCR) stunned the industry late Wednesday by announcing a deal with Coca-Cola (KO) to develop a cold beverage machine. Deutsche Bank's Bill Schmitz believes there is a "small possibility" PepsiCo will form a similar partnership with SodaStream. He kept his hold rating and $53 price target on the stock.

Symbol: GMCR

Trailing PE 33; Forward PE: 24

PEG: 1.17

Dividend: 1.20%

Estimate Trend: UP

Ransom Note Trendline: Buy Green Mountain Coffee

GMCR Chart

GMCR data by YCharts

Stock number two: Akamai Technologies, Inc.

Akamai Reports Strong Q4 Earnings- Zacks

Akamai Technologies, Inc. (AKAM) reported fourth-quarter 2013 earnings of 55 cents per share, which increased 10.0% on both year-over-year and quarter-over-quarter basis. Earnings were above the higher-end of management’s guided range of 49 cents to 53 cents per share. Shares jumped 17.8% ($8.46) in after-hours trading, as Akamai provided a better-than-expected outlook for the first quarter of 2014. According to Bloomberg, the company also put to rest investors’ fears regarding Apple’s (AAPL) plan of building its own content delivery network.

Symbol: AKAM

Trailing PE: 37 Forward PE: 23

PEG: 1.57

Dividend: NA

Estimate Trend: UP

Ransom Note Trendline: Hold Akamai

AKAM Chart

AKAM data by YCharts

Stock number three: Spirit AeroSystems Holdings, Inc.

Why Spirit Aerosystems (SPR) Is Down Today- The Street.com

Spirit Aerosystems (SPR_) fell 18.3% to $27.02 Thursday after reporting a loss in its fourth-quarter earnings report. For its fourth quarter, Spirit posted a net loss of $587 million, or $4.15 a share, compared to a profit of $61 million, or 43 cents a share, in the year-ago quarter. Revenue rose 5% in the quarter to $1.49 billion. The loss in the quarter is partly due to a $546 million charge related to its Boeing (BA_) 787 program. Spirit produces the fuselage for the Boeing 787 Dreamliner.

Symbol: SPR

Trailing PE: 142; Forward PE: 10

PEG: 0.51

Dividend: NA

Estimate Trend: Has been UP

Ransom Note Trendline: Avoid Spirit AeroSystems Holdings

SPR Chart

SPR data by YCharts

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Nick Sorrentino - Don’t Worry About Stocks, Worry About the Economy, and Your Job
Posted: 2/6/2014 2:33:00 PM EST

(Alternatively just keep your head down and keep working hard, which is probably best.)

QE is failing. (It was destined to, as we have said many times.) They may be able to jack the system up again. That is extremely possible. But I think it it is equally possible that an alternative scenario plays out here.

Keep watching Japanese debt.

(From CNN Money)

Berkshire Hathaway, for instance, is generally seen as pure of a play on the U.S. economy as you can get. And shares of Berkshire (BRKA) have fallen 7.4%, a larger dip than the rest of the market. What’s more, Dow Jones’ index of U.S. retailers is down 8.4%, which is also a greater decrease than the rest of the market, and, again, a group of stocks that tend to be tied to the U.S. economy.

Click here for the article.

Read more at Against Crony Capitalism.org

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Mike Shedlock - Voters in Bankrupt San Bernardino Sweep Pro-Union Guard from Office
Posted: 2/6/2014 2:31:00 PM EST

The inevitable shape-of-things-to-come has finally arrived in a major California city. I am pleased to report Voters in bankrupt San Bernardino sweep old guard from power.

Residents of bankrupt San Bernardino, California on Tuesday voted to complete a rout of the city's pro-union old guard, electing business-friendly pragmatists who have pledged to try to reduce pension costs and take on vested interests.

As San Bernardino enters into a fourth month of mediation with its creditors, the biggest of which is Calpers, California's giant retirement system, voters on Tuesday elected Carey Davis as the crisis-hit city's new mayor.

Davis, a businessman and political novice, ran in part on a campaign to reduce the city's pension obligations. In an interview in November, when he became one of two mayoral candidates, he said the city had to cut spending on police and fire departments, currently more than 70 percent of the budget.

"You have to roll the pensions back," Davis said in November. Davis did not return calls on Wednesday.

Davis will play a big role in how the city approaches negotiations with its creditors. He will be part of a small team of elected officials who represent the city as the debtor in the bankruptcy.

Along with Detroit, the biggest U.S. city to seek Chapter 9 protection, San Bernardino is likely to set precedent on whether retirees or Wall Street bondholders suffer the most when a city goes broke.

Davis defeated a San Bernardino political veteran, Wendy McCammack. She ran for mayor despite having been ousted by voters from her own council seat in a recall election in November.

Also on Tuesday, another political novice, Henry Nickel, became a new council member, saying he wanted to take on special interests. Nickel's biggest challenger was Randy Wilson, a police sergeant endorsed by the police union, the only candidate for that seat who did not support pension reform efforts.

Tuesday's results follow elections in November, when the balance of power in San Bernardino's seven-member council shifted dramatically away from an old guard reluctant to take on unions and reduce pension obligations.

After Tuesday night, six of seven council members are now on record as saying they want to explore reducing San Bernardino's pensions, along with Davis, the new mayor, and a new city attorney, Gary Saenz.

Expect a Hard Line On CalPERS

This kind of broad sweep eventually had to happen. I am not sure why it took so long, but even Taxifornia is finally fed up with public unions and the damage they cause. One bankrupt city after another will go this route.

Mike "Mish" Shedlock
http://globaleconomicanalysis.blogspot.com
Read more at http://globaleconomicanalysis.blogspot.com/2014/02/residents-of-bankrupt-san-bernardino.html#sLWYzVmMWPHKo0OY.99

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John Ransom - William's Edge Webinar for Thursday February 6th
Posted: 2/6/2014 12:59:00 PM EST

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