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When Will The Dow Hit 15,000 ?

Monday, April 25, 2011

buy ford ? ( F )

Shares of Ford Motor Company (NYSE:F) are trading lower by -0.23% ahead of its quarterly earnings release. Ford, the maker of the Fusion, and F150 vehicles is expected to release its quarterly results on April 26th.




Wall Street Analysts consensus calls for a profit of $0.5 a share on $30.64 billion revenue.



Ford estimates have a range of $0.24 a share. The high estimate calls for profit of $0.6 a share and the low estimate is calling for a profit of $0.36 a share, a year ago for the quarter the company reported $0.46 a share.



Ford Motor Company (NYSE:F) designs, manufactures, and services cars and trucks. The Dearborn, MI based automaker sell its vehicles under the Ford, Mercury and Lincoln brand names. Thorugh its subsidiaries it offers lease and financing as well as auto parts with its Motorcraft brand.

buy,buy,buy, if this stock dips below 15 a share buy more , this stock will pop this week watch out , hope you bought ford when it was a buy on mad money fund , when the stock price was around 5 a share !

Stocks to own Now !

FundamentalsTracking


Symbol / Co Last Price Change Analysis

PAY

VeriFone Systems ... $54.14 0.57

(1.06%)

DHX

Dice Holdings Inc... $17.68 -0.07

(-0.39%)

MWIV

MWI Veterinary Su... $80.99 -3.26

(-3.87%)

OPNT

OPNET Technologie... $38.69 -0.06

(-0.15%)

FCFS

First Cash Financ... $38.10 -0.01

(-0.03%)

RJF

Raymond James Fin... $37.00 -0.44

(-1.18%)

ABX

Barrick Gold Corp... $52.68

Symbols for 04/25/2011 Loading...


ATR AptarGroup Inc. $0.18 1.44% 04/25/2011

CALM Cal-Maine Foods Inc. $0.47 6.51% 04/25/2011

CASC Cascade Corporation $0.20 1.77% 04/25/2011

CLX Clorox Company $0.55 3.20% 04/25/2011

ENL Reed Elsevier NV $0.72 3.67% 04/25/2011

LEN Lennar Corporation $0.04 0.85% 04/25/2011

LEN.B Lennar Corporation $0.04 1.08% 04/25/2011

MKH Market 2000 HOLDRs $0.02 1.16% 04/25/2011

SYT Syngenta AG $1.55 2.30% 04/25/2011

WSM Williams-Sonoma Inc. $0.17 1.65% 04/25/2011

Symbols for 05/02/2011 Loading...


ASP American Strategic Income Portfolio $0.10 10.47% 05/02/2011

BSP American Strategic Income Portfolio II $0.08 11.22% 05/02/2011

CSP American Strategic Income Portfolio III $0.08 12.68% 05/02/2011

GFA Gafisa SA $0.27 2.10% 05/02/2011

IGD ING Global Equity Dividend and Prem Opp $0.10 10.81% 05/02/2011

IID ING International High Dividend Eq Inc F $0.09 9.39% 05/02/2011

ITUB Itau Unibanco Holding S.A. $0.00 0.36% 05/02/2011

MRF American Income Fund $0.05 8.02% 05/02/2011

MXA Minnesota Municipal Income Portfolio $0.07 5.87% 05/02/2011

MXN Minnesota Municipal Income Fund $0.07 5.70% 05/02/2011

Symbols for 05/02/2011 Loading...


SCCO Southern Copper Corporation $0.56 6.08% 05/02/2011

SLA American Select Portfolio $0.09 10.49% 05/02/2011

VSEC VSE Corporation $0.06 0.79% 05/02/2011

XAA American Municipal Income Portfolio $0.08 7.23% 05/02/2011

Ticker Company Period Ending Estimate Reported Surprise % Time


(+) AAN AARONS INC Mar 2011 $0.51 N/A N/A Not Specified

(+) ABFS ARKANSAS BEST Mar 2011 - $0.21 - $0.51 -142.86 % Before Open

(+) ACGL ARCH CAP GP LTD Mar 2011 - $0.81 N/A N/A After Close

(+) ACL ALCON INC Mar 2011 $2.00 N/A N/A After Close

(+) AEC ASSOC ESTATES Mar 2011 $0.25 N/A N/A After Close

(+) AFOP ALLIANCE FIBER Mar 2011 $0.18 N/A N/A After Close

(+) AGNC AMER CAP AGENCY Mar 2011 $1.36 N/A N/A After Close

(+) AMP AMERIPRISE FINL Mar 2011 $1.33 N/A N/A After Close

(+) ARTC ARTHROCARE CORP Mar 2011 $0.29 N/A N/A After Close

(+) ASTE ASTEC INDS INC Mar 2011 $0.42 $0.44 4.76 % During Trading
April 25, 2011 Today's Highlighted Webcasts Print


Ticker Company Event Webcast Transcript/Brief Time (ET)

ININ Interactive Intelligence Inc Q1 Earnings Call 4:30 PM

JCI Johnson Controls Inc. Q2 Earnings Call 11:00 AM

KMB Kimberly-Clark Corporation Q1 Earnings Call 10:00 AM

LPLA LPL Investment Holdings Inc. Q1 Earnings Call 5:00 PM

MATW Matthews International Corporation Q2 Earnings Call 10:00 AM

MSPD Mindspeed Technologies Inc. Q2 Earnings Call 5:00 PM

NFLX Netflix Inc. Q1 Earnings Call 6:00 PM

PCL Plum Creek Timber Company, Inc. Q1 Earnings Call 5:00 PM

PLXT PLX Technology Q1 Earnings Call 5:00 PM

RVBD Riverbed Technology, Inc. Q1 Earnings Call

Sunday, April 24, 2011

Stock Earnings to watch Monday

Earnings Announcements for Monday, April 25


Company Symbol EPS

Estimate* Time Add to My

Calendar Conference

Call

1st Constitution Bancorp FCCY N/A Time Not Supplied Add



2737469 Canada Inc CWG.SG N/A Time Not Supplied Add



Aarons Inc AAN N/A Time Not Supplied Add Listen

Abington Community Bancorp Inc ABBC N/A Time Not Supplied Add



Accton Technology Corp 2345.TW N/A Time Not Supplied Add



Ace Hardware Indonesia Tbk PT ACES.JK N/A Time Not Supplied Add



Acura Pharmaceuticals Inc ACUR N/A Time Not Supplied Add



Adhi Karya (Persero) Tbk PT ADHI.JK N/A Time Not Supplied Add



Adolfo Dominguez SA ADZ.MC N/A Time Not Supplied Add



Advantech Co Ltd 2395.TW N/A Time Not Supplied Add



Aetrium Inc ATRM N/A Time Not Supplied Add



Agree Realty Corp ADC N/A Time Not Supplied Add



Airtran Holdings Inc AAI N/A Time Not Supplied Add



AKR Corporindo Tbk PT AKRA.JK N/A Time Not Supplied Add



Algoma Central Corp ALC.TO N/A Time Not Supplied Add



ALi Corp 3041.TW N/A Time Not Supplied Add



Alliance Fiber Optic Products Inc AFOP N/A Time Not Supplied Add



Alpha Networks Inc 3380.TW N/A Time Not Supplied Add



Altek Corp 3059.TW N/A Time Not Supplied Add



American Capital Agency Corp AGNC N/A After Market Close Add Listen

American National Insurance Co ANAT N/A Time Not Supplied Add



Ameriprise Financial Inc AMP N/A After Market Close Add Listen

Ampco-Pittsburgh Corp AP N/A Time Not Supplied Add



Anadigics Inc ANAD N/A Time Not Supplied Add



Anhui Jianghuai Automobile Co Ltd 600418.SS N/A Time Not Supplied Add



Anxin Trust & Investment Co Ltd 600816.SS N/A Time Not Supplied Add



Arch Capital Group Ltd ACGL N/A After Market Close Add Listen

Arima Communications Corp 8101.TW N/A Time Not Supplied Add



Arkansas Best Corp ABFS N/A Before Market Open Add



Asia Cement Corp 1102.TW N/A Time Not Supplied Add



Associated Estates Realty Corp AEC N/A After Market Close Add



Astec Industries Inc ASTE N/A 07:00 am ET Add



Astra International Tbk PT ASII.JK N/A Time Not Supplied Add



Aware Inc AWRE N/A Time Not Supplied Add



B&H Ocean Carriers Ltd BHO N/A Time Not Supplied Add



Bancorpsouth Inc BXS N/A After Market Close Add



Bank CIMB Niaga Tbk PT BNGA.JK N/A Time Not Supplied Add



BANK INTERNASIONAL INDONESIA Tbk PT BNII.JK N/A Time Not Supplied Add



Bank Ocbc Nisp Tbk PT NISP.JK N/A Time Not Supplied Add



Bank of Marin Bancorp BMRC N/A Time Not Supplied Add



Bank of the Carolinas Corp BCAR N/A Time Not Supplied Add



Bar Harbor Bankshares BHB N/A Time Not Supplied Add



BCSB Bancorp Inc BCSB N/A Time Not Supplied Add



BE Aerospace Inc BEAV N/A Before Market Open Add Listen

Beckman Coulter Inc BEC N/A Time Not Supplied Add



Beneficial Mutual Bancorp Inc BNCL N/A Time Not Supplied Add



Bentoel Internasional Investama Tbk PT RMBA.JK N/A Time Not Supplied Add



Bisi International Tbk PT BISI.JK N/A Time Not Supplied Add



Bluefly Inc BFLY N/A Time Not Supplied Add



Breakwater Resources Ltd BWR.TO N/A Time Not Supplied Add



Bridgewater Systems Corp BWC.TO N/A Time Not Supplied Add



Britton and Koontz Capital Corp BKBK N/A Time Not Supplied Add



Brookfield Homes Corp BXY.BE N/A Time Not Supplied Add



Brooklyn Federal Bancorp�Inc BFSB N/A Time Not Supplied Add



Builders Firstsource Inc BLDR N/A Before Market Open Add



Bumi Serpong Damai Tbk PT BSDE.JK N/A Time Not Supplied Add



Bw Plantation Tbk PT BWPT.JK N/A Time Not Supplied Add



C&F Financial Corp CFFI N/A Time Not Supplied Add



Calgon Carbon Corp CCC N/A Time Not Supplied Add



Calypte Biomedical Corp YCL1.F N/A Time Not Supplied Add



Camden National Corp CAC N/A Time Not Supplied Add



Capital Bank Corp CBKN N/A Time Not Supplied Add



Capital City Bank Group Inc CCBG N/A Before Market Open Add



Cascade Financial Corp CASB N/A Time Not Supplied Add



Catcher Technology Co Ltd 2474.TW N/A Time Not Supplied Add



CEC CoreCast Corp Ltd 600764.SS N/A Time Not Supplied Add



Cell Therapeutics Inc CTIC N/A Time Not Supplied Add



CFS Bancorp Inc CITZ N/A Time Not Supplied Add



Changyou.com Ltd CYOU N/A Before Market Open Add Listen

Charm Communications Inc CHRM N/A Time Not Supplied Add



Charoen Pokphand Indonesia Tbk PT CPIN.JK N/A Time Not Supplied Add



Chelsea Therapeutics International Ltd CHTP N/A Time Not Supplied Add



Chemed Corp CHE N/A After Market Close Add Listen

Cheng Loong Corp 1904.TW N/A Time Not Supplied Add



Chengde Dalu Co Ltd 200160.SZ N/A Time Not Supplied Add



Chengzhi Co Ltd 000990.SZ N/A Time Not Supplied Add



Chimei Innolux Corp 3481.TW N/A Time Not Supplied Add



China Aerospace Times Electronics Co Ltd 600879.SS N/A Time Not Supplied Add



China Airlines Ltd 2610.TW N/A Time Not Supplied Add



China Automotive Systems Inc CAAS N/A Time Not Supplied Add



China Avic Avionics Equipment Co Ltd 600372.SS N/A Time Not Supplied Add



China Chemical & Pharmaceutical Co Ltd 1701.TW N/A Time Not Supplied Add



China Man Made Fiber Corp 1718.TW N/A Time Not Supplied Add



China Railway Construction Corp Ltd 601186.SS N/A Time Not Supplied Add



China Ritar Power Corp CRTP N/A Time Not Supplied Add



China Security & Surveillance Technology Inc CSR N/A Before Market Open Add



Chinascholars Group Co Ltd 000547.SZ N/A Time Not Supplied Add



Chinatrust Financial Holding Co Ltd 2891.TW N/A Time Not Supplied Add



Chipbond Technology Corp 6147.TWO N/A Time Not Supplied Add



Chiquita Brands International Inc CQB N/A Time Not Supplied Add Listen

Chongqing Changan Automobile Co Ltd 000625.SZ N/A Time Not Supplied Add



Chroma Ate Inc 2360.TW N/A Time Not Supplied Add



Chunghwa Picture Tubes Ltd 2475.TW N/A Time Not Supplied Add



Cipher Pharmaceuticals Inc DND.TO N/A Time Not Supplied Add



Ciputra Development Tbk PT CTRA.JK N/A Time Not Supplied Add



Ciputra Surya Tbk PT CTRS.JK N/A Time Not Supplied Add



Clearfield Inc CLFD N/A Time Not Supplied Add



Clifton Savings Bancorp Inc CSBK N/A Time Not Supplied Add



Clipan Finance Indonesia Tbk PT CFIN.JK N/A Time Not Supplied Add



Colfax Corp CFX N/A Time Not Supplied Add



Community Partners Bancorp CPBC N/A Before Market Open Add



Compal Electronics Inc 2324.TW N/A Time Not Supplied Add



Computer Task Group Inc CTGX N/A After Market Close Add



Cooper Industries PLC CBE N/A Before Market Open Add Listen

Cosmos Bank Taiwan 2837.TW N/A Time Not Supplied Add



Cowlitz Bancorp CWLZ.PK N/A Time Not Supplied Add



Creative Sensor Inc 8249.TW N/A Time Not Supplied Add



Crexus Investment Corp CXS N/A Time Not Supplied Add



Cumulus Media Inc CMLS N/A Time Not Supplied Add



Cyberoptics Corp CYBE N/A After Market Close Add



Cybertan Technology Inc 3062.TW N/A Time Not Supplied Add



Cybex International Inc CYBI N/A Time Not Supplied Add



Daheng New Epoch Technology Inc 600288.SS N/A Time Not Supplied Add



Daheng New Epoch Technology Inc 600288.SS N/A Time Not Supplied Add



Dalian Daxian Enterprises Holdings Co Ltd 600747.SS N/A Time Not Supplied Add



Dashang Co Ltd 600694.SS N/A Time Not Supplied Add



DaTang HuaYin Electric Power Co Ltd 600744.SS N/A Time Not Supplied Add



DaTang HuaYin Electric Power Co Ltd 600744.SS N/A Time Not Supplied Add



DaTong Coal Industry Co Ltd 601001.SS N/A Time Not Supplied Add



DaTong Coal Industry Co Ltd 601001.SS N/A Time Not Supplied Add



DBTEL Inc 5304.TWO N/A Time Not Supplied Add



DDS Wireless International Inc DD.TO N/A Time Not Supplied Add



Dearborn Bancorp Inc DEAR N/A Time Not Supplied Add



Deltic Timber Corp DEL N/A After Market Close Add Listen

Digimarc Corp DMRC N/A Time Not Supplied Add Listen

Dixie Group Inc DXYN N/A Time Not Supplied Add



Dnb Financial Corp DNBF N/A Time Not Supplied Add



Dongfang Electric Corp Ltd 600875.SS N/A Time Not Supplied Add



Dorman Products Inc DORM N/A Time Not Supplied Add



Dynex Capital Inc DX N/A Time Not Supplied Add



E Ton Solar Tech Co Ltd 3452.TWO N/A Time Not Supplied Add



Eagle Bancorp Inc EGBN N/A After Market Close Add



EastcomPeace Smart Card Co Ltd 002017.SZ N/A Time Not Supplied Add



Eastern Co EML N/A Time Not Supplied Add



ECB Bancorp Inc ECBE N/A Time Not Supplied Add



Edci Hldg Inc GY2N.F N/A Time Not Supplied Add



Educational Development Corp EDUC N/A Time Not Supplied Add



Elan Microelectronics Corp 2458.TW N/A Time Not Supplied Add



Electronics For Imaging Inc EFII N/A After Market Close Add



Elite Semiconductor Memory Technology Inc 3006.TW N/A Time Not Supplied Add



Elnusa Tbk PT ELSA.JK N/A Time Not Supplied Add



Emulex Corp ELX N/A After Market Close Add Listen

Endwave Corp ENWV N/A Time Not Supplied Add



Ennis Inc EBF N/A Time Not Supplied Add



Enteromedics Inc ETRM N/A Time Not Supplied Add



Enterprise Bancorp Inc EBTC N/A Time Not Supplied Add



Epicor Software Corp EPIC N/A Time Not Supplied Add



Episil Technologies Inc 5326.TWO N/A Time Not Supplied Add



Epistar Corp 2448.TW N/A Time Not Supplied Add



Eucon Holding Ltd E27.SI N/A Time Not Supplied Add



Eva Airways Corp 2618.TW N/A Time Not Supplied Add



Evergreen International Storage & Transport Corp 2607.TW N/A Time Not Supplied Add



Express Scripts Inc ESRX N/A After Market Close Add Listen

Far Eastern Department Stores Ltd 2903.TW N/A Time Not Supplied Add



Far Eastern International Bank 2845.TW N/A Time Not Supplied Add



Fauquier Bankshares Inc FBSS N/A Time Not Supplied Add



Felcor Lodging Trust Inc FCH N/A Before Market Open Add



Feng Hsin Iron&Steel Co Ltd 2015.TW N/A Time Not Supplied Add



First Bancorp FBNC N/A Time Not Supplied Add



First Capital Inc FCAP N/A Time Not Supplied Add



First Citizens Bancshares Inc FCNCA N/A Time Not Supplied Add



First Community Bancshares Inc FCBC N/A Time Not Supplied Add



First Defiance Financial Corp FDEF N/A After Market Close Add



First Financial Northwest Inc FFNW N/A Time Not Supplied Add



First Interstate Bancsystem Inc FIBK N/A After Market Close Add



First Savings Financial Group Inc FSFG N/A Time Not Supplied Add



First Security Group Inc FSGI N/A Time Not Supplied Add



First Solar Inc FSLR N/A Time Not Supplied Add



Firstbank Corp FBMI N/A Time Not Supplied Add



FNB Corp FNB N/A After Market Close Add



Formosa International Hotels Corp 2707.TW N/A Time Not Supplied Add



Formosa Plastics Corp 1301.TW N/A Time Not Supplied Add



Formosan Rubber Group Inc 2107.TW N/A Time Not Supplied Add



Foxconn Technology Co Ltd 2354.TW N/A Time Not Supplied Add



Gamania Digital Entertainment Co Ltd 6180.TWO N/A Time Not Supplied Add



Gansu Yasheng Industrial (Group) Co Ltd 600108.SS N/A Time Not Supplied Add



Gansu Yasheng Industrial (Group) Co Ltd 600108.SS N/A Time Not Supplied Add



GD Power Development Co Ltd 600795.SS N/A Time Not Supplied Add



Gemtek Technology Co Ltd 4906.TW N/A Time Not Supplied Add



General Environmental Management Inc GEVI.PK N/A Time Not Supplied Add



Gigabyte Technology Co Ltd 2376.TW N/A Time Not Supplied Add



Gigamedia Ltd GIGM N/A Time Not Supplied Add



Global Mixed Mode Technology Inc 8081.TW N/A Time Not Supplied Add



Gramercy Capital Corp GKK N/A Time Not Supplied Add



Grand Pacific Petrochemical Corp 1312.TW N/A Time Not Supplied Add



Greatek Electrontcs Inc 2441.TW N/A Time Not Supplied Add



Green Bankshares Inc GRNB N/A Time Not Supplied Add



GS Engineering & Construction Corp



GS Financial Corp GSLA N/A Time Not Supplied Add



Guangdong Boxin Investing & Holdings Co Ltd 600083.SS N/A Time Not Supplied Add



Guangdong Fenghua Advanced Technology (Holding) Co Ltd 000636.SZ N/A Time Not Supplied Add



Guangdong Golden Dragon Development Inc 000712.SZ N/A Time Not Supplied Add



Gulfmark Offshore Inc GLF N/A After Market Close Add Listen

H2o Innovation Inc HEO.V N/A Time Not Supplied Add



Hafei Aviation Industry Co Ltd 600038.SS N/A Time Not Supplied Add



Hainan Zhenghe Industrial Group Co Ltd 600759.SS N/A Time Not Supplied Add



Hangzhou Silan Microelectronics Co Ltd 600460.SS N/A Time Not Supplied Add



Hannstar Board Corp 5469.TW N/A Time Not Supplied Add



Health Management Associates Inc HMA N/A After Market Close Add Listen

Healthstream Inc HSTM N/A After Market Close Add



Healthways Inc HWAY N/A After Market Close Add Listen

Heartland Financial USA Inc HTLF N/A After Market Close Add



Hebei Baoshuo Co Ltd 600155.SS N/A Time Not Supplied Add



Hebei Baoshuo Co Ltd 600155.SS N/A Time Not Supplied Add



Hecla Mining Co HL N/A Time Not Supplied Add



HEI Inc HEII.PK N/A Time Not Supplied Add



Helix Energy Solutions Group Inc HLX N/A After Market Close Add Listen

Hexcel Corp HXL N/A Time Not Supplied Add



HMN Financial Inc HMNF N/A Time Not Supplied Add



Holcim Indonesia Tbk PT SMCB.JK N/A Time Not Supplied Add



Holtek Semiconductor Inc 6202.TW N/A Time Not Supplied Add



Home Federal Bancorp Inc HOME N/A Time Not Supplied Add



Home Federal Bancorp Inc Of Louisiana HFBL N/A Time Not Supplied Add



Horizon Lines Inc HRZ N/A Time Not Supplied Add



Huaxin Cement Co Ltd 600801.SS N/A Time Not Supplied Add



Hubei Chutian Expressway Co Ltd 600035.SS N/A Time Not Supplied Add



Hubei Mailyard Share Co Ltd 600107.SS N/A Time Not Supplied Add The Motley Fool: Today's Headlines



Human Genome Sciences Inc HGSI N/A Time Not Supplied Add



Hunan Copote Science Technology Co Ltd 600476.SS N/A Time Not Supplied Add



Huron Consulting Group Inc HURN N/A After Market Close Add Listen

Hwa Hong Corporation Ltd H19.SI N/A Time Not Supplied Add



Hy Drive Technologies Ltd HGS.V N/A Time Not Supplied Add



Imperial Oil Ltd IMO.TO N/A Time Not Supplied Add



Indika Energy Tbk PT INDY.JK N/A Time Not Supplied Add



Indosiar Karya Media Tbk PT IDKM.JK N/A Time Not Supplied Add



Inner Mongolia Eerduosi Cashmere Products Co Ltd 600295.SS N/A Time Not Supplied Add



Innovative Solutions And Support Inc ISSC N/A Time Not Supplied Add



Insigma Technology Co Ltd 600797.SS N/A Time Not Supplied Add



Insigma Technology Co Ltd 600797.SS N/A Time Not Supplied Add



Insituform Technologies Inc INSU N/A After Market Close Add



Inspur Electronic Information Industry Co Ltd 000977.SZ N/A Time Not Supplied Add



Interactive Intelligence Inc ININ N/A 4:00 pm ET Add



Interline Brands Inc IBI N/A Time Not Supplied Add



InterMune Inc ITMN N/A Time Not Supplied Add



Intertape Polymer Group Inc ITP.TO N/A Time Not Supplied Add



Inventec Appliances Corp 3367.TW N/A Time Not Supplied Add



Inventec Corp 2356.TW N/A Time Not Supplied Add



Investors Title Co ITIC N/A Time Not Supplied Add



J & J Snack Foods Corp JJSF N/A 4:00 pm ET Add



Jaya Real Property Tbk PT JRPT.JK N/A Time Not Supplied Add



Jesup and Lamont Incorporated JLIC.PK N/A Time Not Supplied Add



Jiang Su Etern Co Ltd 600105.SS N/A Time Not Supplied Add



Jiangsu Zongyi Co Ltd 600770.SS N/A Time Not Supplied Add



Johnson Controls Inc JCI N/A Time Not Supplied Add Listen

Johnson Outdoors Inc JOUT N/A Before Market Open Add



K Laser Technology Inc 2461.TW N/A Time Not Supplied Add



K-SEA Transportation Partners LP KSP N/A Time Not Supplied Add Listen

KGI Securities Co LTD 6008.TWO N/A Time Not Supplied Add



Kimberly Clark Corp KMB N/A Time Not Supplied Add



Kindred Healthcare Inc KND N/A After Market Close Add Listen

King Yuan Electronics Co Ltd 2449.TW N/A Time Not Supplied Add



Kinsus Interconnect Technology Corp 3189.TW N/A Time Not Supplied Add



Labrador Iron Mines Holdings Ltd LIM.TO N/A Time Not Supplied Add



LaBranche & Co Inc LAB N/A Time Not Supplied Add



Ladish Co Inc LDSH N/A Time Not Supplied Add



Lakeland Financial Corp LKFN N/A Time Not Supplied Add



Lazard Ltd LAZ N/A Time Not Supplied Add



Leading Brands Inc LBIX N/A Time Not Supplied Add



Lien Hwa Industrial Corp 1229.TW N/A Time Not Supplied Add



Lien Hwa Industrial Corp 1229.TW N/A Time Not Supplied Add



Lite On It Corp 8008.TW N/A Time Not Supplied Add



Lite On Technology Corp 2301.TW N/A Time Not Supplied Add



LNB Bancorp Inc LNBB N/A Time Not Supplied Add



LPL Investment Holding Inc LPLA N/A After Market Close Add



Macatawa Bank Corp MCBC N/A Time Not Supplied Add



Mackinac Financial Corp MFNC N/A Time Not Supplied Add



MainSource Financial Group Inc MSFG N/A Time Not Supplied Add



Majestic Capital Ltd MAJC N/A Time Not Supplied Add



Marinemax Inc HZO N/A Time Not Supplied Add



Masco Corp MAS N/A After Market Close Add



Matthews International Corp MATW N/A Before Market Open Add



MelCo Crown Entertainment Ltd MPEL N/A Time Not Supplied Add



Mercer Insurance Group Inc MII.BE N/A Time Not Supplied Add



Meridian Interstate Bancorp Inc EBSB N/A Time Not Supplied Add



Micro Star International Co Ltd 2377.TW N/A Time Not Supplied Add



Microelectronics Technology Inc 2314.TW N/A Time Not Supplied Add



Microtek International Inc 2305.TW N/A Time Not Supplied Add



Mid Penn Bancorp Inc MPB N/A Time Not Supplied Add



Middleburg Financial Corp MBRG N/A Time Not Supplied Add



Mindspeed Technologies Inc MSPD N/A Time Not Supplied Add Listen

Mosel Vitelic Inc 2342.TW N/A Time Not Supplied Add



Multi-Chem Ltd M06.SI N/A Time Not Supplied Add



Nan Ya Plastics Corp 1303.TW N/A Time Not Supplied Add



Nanjing Xingang High-Tech Co Ltd 600064.SS N/A Time Not Supplied Add



Nankang Rubber Tire Corp Ltd 2101.TW N/A Time Not Supplied Add



Nanning Department Store Co Ltd 600712.SS N/A Time Not Supplied Add



Nara Bancorp Inc NARA N/A After Market Close Add



National Technical Systems Inc NTSC N/A Time Not Supplied Add



Nbt Bancorp Inc NBTB N/A After Market Close Add



Neoprobe Corp NEOP N/A Time Not Supplied Add



Neptune Technologies & Bioressources Inc NTB.V N/A Time Not Supplied Add



Netflix Inc NFLX N/A 4:05 pm ET Add



Neurocrine Biosciences Inc NBIX N/A Time Not Supplied Add



Ningbo Kangqiang Electronics Co Ltd 002119.SZ N/A Time Not Supplied Add



North China Pharmaceutical Co Ltd 600812.SS N/A Time Not Supplied Add



Northfield Bancorp Inc NFBK N/A Time Not Supplied Add



Northrim BanCorp Inc NRIM N/A Time Not Supplied Add



Northwest Bancorp Inc NWBI N/A Time Not Supplied Add



Nuvo Research Inc NRI.TO N/A Time Not Supplied Add



Ocean Shore Holding Co OSHC N/A Time Not Supplied Add



Offshore Oil Engineering Co Ltd 600583.SS N/A Time Not Supplied Add



Oppenheimer Hldg Inc OPY N/A Time Not Supplied Add



Optimax Technology Corp 3051.TW N/A Time Not Supplied Add



Optionsxpress Holding Inc OXPS N/A Time Not Supplied Add



Opto Tech Corp 2340.TW N/A Time Not Supplied Add



Orchard Parade Holdings Ltd O10.SI N/A Time Not Supplied Add



Oriental Union Chemical Corp 1710.TW N/A Time Not Supplied Add



Oritani Financial Corp ORIT N/A Time Not Supplied Add



Owens And Minor Inc OMI N/A After Market Close Add Listen

Pacific Capital Bancorp PCBC N/A Time Not Supplied Add



Pacific Premier Bancorp Inc PPBI N/A Time Not Supplied Add



PAM Transportation Services Inc PTSI N/A Time Not Supplied Add



Pan International Industrial Corp 2328.TW N/A Time Not Supplied Add



Panin Financial Tbk PT PNLF.JK N/A Time Not Supplied Add



Parke Bancorp Inc PKBK N/A Time Not Supplied Add



Patrick Industries Inc PATK N/A Time Not Supplied Add



Performance Technologies Inc PTIX N/A Time Not Supplied Add



Petrodorado Energy Ltd PDQ.V N/A Time Not Supplied Add



Pharmesis International Ltd P31.SI N/A Time Not Supplied Add



Phazar Corp ANTP N/A Time Not Supplied Add



PHH Corp PHH N/A Time Not Supplied Add



Pihsiang Machinery MFG Co Ltd 1729.TW N/A Time Not Supplied Add



Pinnacle Data Systems Inc PNS N/A Time Not Supplied Add



Plum Creek Timber Co Inc PCL N/A After Market Close Add



PLX Technology Inc PLXT N/A Time Not Supplied Add Listen

Poly Real Estate Group Co Ltd 600048.SS N/A Time Not Supplied Add



Popular INC BPOP N/A Before Market Open Add Listen

Portfolio Recovery Associates Inc PRAA N/A Time Not Supplied Add



Pou Chen Corp 9904.TW N/A Time Not Supplied Add



Pre Paid Legal Services Inc PPD N/A After Market Close Add



Preformed Line Products Co PLPC N/A Time Not Supplied Add



PRGX Global Inc PRGX N/A After Market Close Add Listen

Pro Dex Inc PDEX N/A Time Not Supplied Add



Prodisc Technology Inc 2396.TWO N/A Time Not Supplied Add



Provident New York Bancorp PBNY N/A After Market Close Add



Prudential Bancorp Inc of Pennsylvania PBIP N/A Time Not Supplied Add



PT United Tractors Tbk UNTR.JK N/A Time Not Supplied Add



Pvf Capital Corp PVFC N/A Time Not Supplied Add



Qinghai Gelatin Co Ltd 000606.SZ N/A Time Not Supplied Add



Qinghai Salt Lake Potash Co Ltd 000792.SZ N/A Time Not Supplied Add



Qsound Labs Inc QSND.PK N/A Time Not Supplied Add



Radiant Opto Electronics Corp 6176.TW N/A Time Not Supplied Add



Radient Pharmaceuticals Corp RPC N/A Time Not Supplied Add



Radioshack Corp RSH N/A Before Market Open Add



RadiSys Corp RSYS N/A Time Not Supplied Add



Ram Holdings Ltd RAMR.PK N/A Time Not Supplied Add



Reinsurance Group Of America Inc RGA N/A 5:00 pm ET Add Listen

Rent A Center Inc RCII N/A After Market Close Add Listen

Rochester Medical Corp ROCM N/A Time Not Supplied Add



Rongfeng Holding Group Co Ltd 000668.SZ N/A Time Not Supplied Add



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Ruentex Industries Ltd 2915.TW N/A Time Not Supplied Add



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Sanmina Sci Corp SANM N/A Time Not Supplied Add



Sanyang Industry Co Ltd 2206.TW N/A Time Not Supplied Add



Sdic Huajing Power Holdings Co Ltd 600886.SS N/A Time Not Supplied Add



Seacoast Banking Corp of Florida SBCF N/A Before Market Open Add



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Shandong Jinjing Science & Technology Stock Co Ltd 600586.SS N/A Time Not Supplied Add



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Shanghai Yuyuan Tourist Mart Co Ltd 600655.SS N/A Time Not Supplied Add



Shanghai Zhixin Electric Co Ltd 600517.SS N/A Time Not Supplied Add



Shanxi Xishan Coal And Electricity Power Co Ltd 000983.SZ N/A Time Not Supplied Add



Shenzhen Energy Group Co Ltd 000027.SZ N/A Time Not Supplied Add



Shihlin Electric & Engineering Corp 1503.TW N/A Time Not Supplied Add



Shore Bancshares Inc SHBI N/A Time Not Supplied Add



Shore Gold Inc SGF.TO N/A Time Not Supplied Add



SI Financial Group Inc SIFI N/A Time Not Supplied Add



Sichuan Haite High Tech Co Ltd 002023.SZ N/A Time Not Supplied Add



Sichuan Meifeng Chemical Industry Co Ltd 000731.SZ N/A Time Not Supplied Add



Sierra Bancorp BSRR N/A Time Not Supplied Add



Silicon Integrated Systems Corp 2363.TW N/A Time Not Supplied Add



Sing Investments & Finance Ltd S35.SI N/A Time Not Supplied Add



Sinopec Shanghai Petrochemical Co Ltd 600688.SS N/A Time Not Supplied Add



Sinphar Pharmaceutical Co Ltd 1734.TW N/A Time Not Supplied Add



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Sinyi Realty Inc 9940.TW N/A Time Not Supplied Add



Sitronix Technology Corp 8016.TW N/A Time Not Supplied Add



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Swift Transportation Co SWFT N/A After Market Close Add Listen

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Monday, April 18, 2011

Sunday, April 17, 2011

Forecast a Stock-Market Top in 2011

(MarketWatch) — How will we know when the bull market is finally coming to an end?






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This is a particularly timely question right now, given the extraordinary cross currents that are buffeting the market. My columns in recent weeks have reflected those conflicting forces, with some of the advisers I've quoted contending that the bull is alive and well, and others arguing that the bull is living on borrowed time.



For insight, I turn to Ned Davis Research, the quantitative research firm, which looks to a basket of indicators to help determine when a market top is imminent.



It is interesting to note that, nearly two years ago, I turned to this same firm for help in answering this very same question. At the time, many were convinced that the market's rally was nothing but a bear-market correction. But Ned Davis, upon analyzing his various indicators of a potential top, concluded that the bull market had further to go.



What's his firm saying now?



In an interview earlier this week, Ed Clissold, the firm's Global Equity Strategist, said that — though there are some worrisome signs on the horizon — for now his firm is giving the bull the benefit of the doubt.



The top-identifying indicators that the firm looks to fall into four major categories, according to Clissold. They are:



Valuation



Clissold told me that, though stock valuations aren't yet at such an extreme as to cause this category of indicators to flash a sell signal, there are some causes for concern.



One of these causes for concern, according to a letter Davis sent to his institutional clients earlier this week, is that "profit margins on the S&P Industrial Average are at record highs. ... Using data back to 1954, very high profit margins, on average, have not been bullish for stocks, because the series is very mean-reverting."



Another source for concern, which Davis also highlighted earlier this week, is the cyclically adjusted P/E ratio that Yale professor Robert Shiller made famous.



At the same time, however, Clissold referred to other valuation measures that suggest stocks are not particularly expensive right now — such as the P/E ratio based on 12-month earnings (as opposed to the 10-year average that Prof. Shiller prefers).



All in all, a split decision on valuation. As Davis wrote earlier this week: "I can certainly understand the bullish stance of those who argue stocks are still reasonably priced, based upon current earnings. Yet, I don't think that presents a complete picture of potential risks. I am just providing the evidence for clients to make their own decisions."

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Sentiment



This is the one category out of the four that, in Davis' opinion, comes closest to yelling "sell." He maintains two sentiment indices, one of which is well into the zone of excessive optimism and the other on the border of that zone. On contrarian grounds, that is worrisome.



Market breadth



This is the category that is perhaps the most bullish, according to Davis. "One of the key characteristics of a major top in the stock market is considerable divergences," Davis wrote earlier this week, and there are few signs of that.



One of the indicators on which Davis relies for evidence of divergencies is called the "High Low Logic Index," which represents the lesser of new 52-week highs or new 52-week lows as a percentage of all issues traded. The High Low Logic Index traces back to a metric created three decades ago by Norman Fosback.



In his book Stock Market Logic, Fosback describes its rationale as follows: "Under normal conditions, either a substantial number of stocks establish new annual highs, or a large number set new lows — but not both. As the [High Low] Logic Index is the lesser of the two percentages, high readings are therefore difficult to achieve. … When the Index attains a high level, it indicates that the market is undergoing a period of extreme divergence. … Such divergence is not usually conducive to future rising stock prices."



Currently, according to Davis, the High Low Logic Index is bullish at 2.4%. At the stock market top prior to the 2007-2009 bear market, in contrast, it rose to close to 6%. The only other time in recent decades when this index got this high was in early 2000, right before the popping of the Internet bubble.



Interest rates



Clissold told me that this category, like valuation, is providing some causes for concern, but is not yet outright bearish.



The concerns derive from higher rates, which have caused some of the firm's interest-rate trend indicators to enter into bearish territory. However, Clissold added, he doesn't think that these concerns yet amount to a "screaming sell signal."



One straw in the wind that he recommended we be on the lookout for would be the 10-year Treasury yield rising to around 4.25% — three quarters of a percentage point above its current level.

Stocks to buy this week

.Shares of the following companies may have unusual moves in U.S. trading tomorrow. Stock symbols are in parentheses.

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Boeing Co. (BA) : The world’s second-largest maker of commercial aircraft may rise 35 percent within the next two years as its order cycle picks up and the 787 Dreamliner comes off the production line, Barron’s reported.



Citizens South Banking Corp. (CSBC US): The Gastonia, North Carolina-based lender agreed to assume the deposits of New Horizons Bank after the East Ellijay, Georgia-based company was closed by regulators, the Federal Deposit Insurance Corp. said.



Gap Inc. (GPS) : The largest U.S. apparel chain has “ample firepower” to buy back shares, Barron’s said in its “The Trader” column.



Johnson & Johnson (JNJ US): The world’s largest health products company may buy Synthes Inc. (SYST VX), the biggest maker of devices to treat bone fractures and trauma, as it seeks to boost flagging sales at its orthopedic division, according to a person briefed on the discussions who spoke on condition of anonymity because the talks are private.



Papa John’s International Inc. (PZZA US): The pizza maker that announced on Feb. 28 that Chief Financial Officer David Flanery would retire and be succeeded by Lance Tucker said J. Jude Thompson resigned as president and co-chief executive officer to pursue other opportunities.



Park National Corp. (PRK US): The Newark, Ohio-based banking company reported first-quarter earnings excluding some items of $1.29 a share, beating the average analyst estimate by 32 percent, Bloomberg data show.



Qualcomm Inc. (QCOM) : The maker of processors for mobile phones may rebound on its smartphone and tablet growth outlook if the disruptions caused by Japan’s earthquake and tsunami are temporary, Barron’s said in its “The Trader” column.



Research in Motion Ltd. (RIM) : The maker of the BlackBerry smartphone may double as the company introduces products including its Playbook tablet and new mobile phones, Barron’s reported. The company may also attract takeover offers, Barron’s said, without citing anyone.


by
To contact the reporters on this story: Stephen K.  at skleege@bloomberg.net

Tuesday, April 12, 2011

Jim Cramer's Buy & Sell List

Cramer Buy Recommendations




Airgas (ARG) is up by 7.1%, since the March 15 close. In FY 2010 through March, revenues decreased by 11.16% to $3.86 billion, and non-GAAP EPS dropped by 25%. The profit margin also improved to 55.17% from 52.98%, however the EBT margin worsened to 8.13% from 9.87%. The next earnings release is on May 5, with analysts expecting between $0.84 and $0.86. In comparison, Q4 2010 produced $0.69. The packaged gas industry in the US is highly competitive, and ARG shares already trade well above our fair value estimates.



Airgas is the largest US distributor of industrial, medical, and specialty gases and hard goods, such as welding equipment and supplies. Airgas is also one of the largest US distributors of safety products, the largest US producer of nitrous oxide and dry ice, the largest liquid carbon dioxide producer in the Southeast, the fifth largest producer of atmospheric merchant gases in North America, and a leading distributor of process chemicals, refrigerants and ammonia products.



Peabody Energy (BTU) is +2.0%, since the March 15 close. In 2010, GAAP EPS is +71.69% to $2.85, after -52.71%. Revenues went up by 14.10% to $6.86 billion, after -8.81% in 2009. The EBT margin improved to 16.23% from 10.84%. In 2011, analysts expect non-GAAP EPS to be between $3.48 and $6.02. In 2010, non-GAAP EPS was $3.05. The next earnings release is on April 19, with analysts expecting between $0.46 and $0.73. In comparison, Q1 2010 produced $0.52 for non-GAAP EPS. BTU shares also trade with a P/S multiple of 2.6. From 2004 to 2010, those multiples were 1.4, 2.4, 2.1, 3.6, 0.9, 2.0, and 2.5, respectively. Double digit revenue growth and EPS doubling should raise multiples to near 3.0x. The company also has a debt to equity ratio of 0.58. This is an established company, and we believe that it ought to be a part of your portfolio, if you seek to shed some risk. BTU shares trade slightly above our fair value estimate, and we believe it will outperform the market.



Peabody Energy is the world’s largest private-sector coal company and a global leader in clean coal solutions. Peabody fuels 10% of US power and 2 % of worldwide electricity.



Continental Resources (CLR) is up by 5.5%, since the March 15 close. In 2010, revenues grew by 33.99% to $839 million, and GAAP EPS shot up by 135.71% to $0.99. The profit margin improved to 77.60% from 76.11% and the EBT margin expanded to 30.80% from 17.57%. The company also has a debt to equity ratio of 0.77. The next earnings release is on May 2, with analysts expecting non-GAAP EPS between $0.44 and $0.61 and revenues between $299.2 million and $337.61 million. In comparison, Q1 2010 produced $0.43 and $248.268 million, respectively. Given higher oil and gas prices, we recommend CLR for our readers. However, keep your portfolio diversified. If you already have oil and gas stocks, avoid this. This is a good opportunity for one looking to add oil and gas exposure.



The company is an independent oil and natural gas exploration and production company. It is now the third largest crude oil producer in the Rocky Mountain region, the largest leaseholder and driller in the Bakken Shale and the largest leaseholder in the Anadarko Woodford in Oklahoma, with additional operations in the South and East regions of the US. The company’s exploration activities in large new or developing plays provide the opportunity to acquire undeveloped acreage positions for future drilling operations.



Caterpillar (CAT) is +8.2%, since the March 15 close. In 2010, GAAP EPS jumped by 190.21% to $4.15, after falling by 74.74%. Revenues grew by 31.46% to $42.58 billion, after dropping by 36.88% in 2009. The EBT margin also improved to 8.81% from 1.76%. In 2011, analysts expect non-GAAP EPS to be between $5.49 and $6.90. In 2010, the actual non-GAAP EPS was $4.15. The next earnings release is on April 29, with the Street forecasting between $0.97 and $1.52. In comparison, Q1 2010 produced $0.36. CAT shares trade with a price to sales multiple of 1.7. This is the high multiple, if looking at the period from 2001 to 2010. These shares should be trading 1.5 times sales. The company also has a debt to equity ratio of 1.89. The company is aiming for $8.00 to $12.00 in non-GAAP EPS in 2012, and we believe that it will get there.



Ford (F) is up by 1.3%, since the March 15 close. In 2010, revenues grew by 9% to $128.95 billion, and the EBT margin improved to 5.54% from 2.56%. GAAP EPS increased by 93.02% to $1.66. In 2011, analysts expect non-GAAP EPS to be between $1.15 and $2.25, or a decrease between 39.7% and an increase of 17.8% from $1.91 in 2010. Revenue estimates range between $117.6 billion and $132.3 billion. The next earnings release is on April 25, when analysts expect between $0.28 and $0.60, or between a decrease of 39.1% and an increase of 30.4%. In comparison, Q1 2010 produced $0.46 for non-GAAP EPS. Ford shares trade with a price to sales multiple of 0.5. This is the highest multiple between 2001 and 2010. So, investors have high expectations on Ford. If the company can demonstrate upper single digit growth in EPS and in revenues, this multiple is justified. The company also has $103.98 billion in long term debt ($19.26 billion for the automotive sector and $85.112 billion for the financial services sector). Ford trades at a significant discount to our fair value estimate. Interested buyers should look at taking a position in shares now.



Joy Global (JOYG) is up by 7.1%, since the March 15 close. In FY 2010 through October, GAAP EPS dropped slightly by 0.23% to $4.40, after expanding by 27.83% in FY 2009. Revenues also fell by 2.06%, after +5.25% in 2009. On the bright side, the EBT margin improved to 19.27% in FY 2010 from 18.97% in FY 2009. For FY 2011, analysts expect non-GAAP EPS to be between $5.19 and $5.83, after producing $4.40 in non-GAAP EPS in FY 2010. Q1 2011 already showed $0.96, which was an improvement from $0.73 in Q1 2010. The next earnings release is on June 2, when analysts forecast non-GAAP EPS to be between $1.29 and $1.50. In comparison, Q2 2010 posted $1.15. JOYG shares trade with a P/S multiple of 2.8. This level is the highest since the 2005-06 era, when EPS had triple digit percentage increases and revenues grew 20-35%. This company also has a debt to equity ratio of 0.26. Skim the company outlook, here.



We agree with Cramer on this, and expect growing demand from emerging markets. Joy Global is a worldwide leader in manufacturing, servicing and distributing equipment for surface mining through P&H Mining Equipment and underground mining through Joy Mining Machinery.



Xilinx (XLNX) is slightly down by 0.1%, since the March 15 close. In FY 2010 through March, revenues grew by 0.46% to $1.83 billion, but GAAP EPS dropped by 5.15% to $1.29. The profit margin remained steady at 63.36%, but the EBT margin fell to 23% from 27.30% in FY 2009. Through the first 3 quarters of FY 2011, non-GAAP EPS came in at $1.81, compared with $0.75 for the same period in FY 2010. The next earnings release is on April 27, with analysts expecting between $0.49 and $0.55 in non-GAAP EPS. In comparison, Q4 2010 produced $0.58. We expect the company to continue to make inroads in the programmable logic device chip space, and place a buy on XLNX shares. Xilinx is the world's leading provider of programmable platforms.



Cramer Sell Recommendations





Community Bank System (CBU) is up by 3.6%, since the March 15 close. Revenues grew by 8.61% to $270 million, and GAAP EPS shot up by 50% to $1.89. The next earnings release is on April 26, with analysts expecting non-GAAP EPS to be between $0.45 and $0.49. In comparison, Q1 2010 produced $0.42. We expect the company to post earnings above $0.48. CBU shares trade below our fair value estimate, and we believe that they have plenty of upside. The company is also a prime takeover or merger target. Buy CBU for the long run.



Headquartered in DeWitt, NY, Community Bank System has $6.3 billion in assets and approximately 170 customer facilities across Upstate NY, where it operates as Community Bank, and Northeastern PA, where it is known as First Liberty Bank & Trust. Its other subsidiaries include: Benefit Plans Administrative Services, an employee benefits administration and consulting firm with offices in Upstate NY, Pittsburgh and Philadelphia, PA and Houston, TX; the CBNA Insurance Agency, with offices in four northern NY, communities; Community Investment Services, a broker-dealer delivering financial products throughout the company’s branch network; and Nottingham Advisors, a wealth management and advisory firm with offices in Buffalo, NY, and North Palm Beach, FL.



On April 11, the company announced that it completed its merger with The Wilber Corporation, and its banking subsidiary, Wilber National Bank, a $870 million commercial bank with 22 banking offices serving the Central Region of Upstate NY.



Stillwater Mining (SWC) is +5.9%, since the March 15 close. In 2010, the company grew revenues by 40.93% to $556 million, and GAAP EPS returned to positive territory to $0.51 from -$0.10. The profit margin nearly doubled to 16.30% from 8.28%. The company also reported its highest earnings in a decade in 2010 ($50.4 million). The next earnings release is on May 2, with the consensus analyst estimate at $0.37. In comparison, the company produced $0.14 for non-GAAP EPS in Q1 2010. Palladium prices remain at high levels, and we expect production growth of 2%. This signals to us that SWC shares are undervalued, and should be a buy for those looking to diversify their mining holdings. SWC should outperform the general market.



Stillwater Mining Company is one of the world’s leading producers of platinum group metals and the only significant primary producer of palladium in the Western Hemisphere. The company’s 28-mile long JM Reef in Montana is the highest grade ore body containing platinum group metals. View the latest company presentation here.



Tibco Software (TIBX) is up by 12.7%, since the March 15 close. In FY 2010 through November, the company expanded revenues by 21.34% to $754 million, and GAAP EPS grew by 27.78% to $0.46. The EBT margin held steady at 14.70% from 14.42% in 2009, but is still improved from 10.99% in 2009. Q1 2011 produced EPS of $0.16, which was higher than Q1 2010’s $0.12. The next earnings release is on June 20, with analysts expecting between $0.18 and $0.21. In comparison, Q2 2010 produced $0.15. Tibco faces fierce competition from IBM, and we believe these shares will underperform the general market.



The company is a provider of infrastructure software for companies to use on-premise or as part of cloud computing environments. TIBCO says it provides companies the two-second advantage™ – the ability to capture the right information at the right time and act on it preemptively for a competitive advantage. More than 4,000 customers worldwide rely on TIBCO to manage information, decisions, processes and applications in real time

Will Banks Increase Dividends ?

With the Federal Reserve finally giving its consent for big banks to increase dividend payments, everyone is heaving a sigh of relief … well, almost everyone.

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Credit rating agency Standard & Poor's seems to have different ideas.



The immediate results

With several big banks coming up with plans to raise their dividends and buy back stock, it seems that the financial crisis is firmly a thing of the past. Economic recovery aided by strong operating profits in the financial sector has no doubt helped the big banks pass the dividend stress tests.



Let's put things into perspective. According to revisions in the GDP last week, the finance sector accounts for 30% of all fourth-quarter operating profits for 2010. Considering the recency of the financial crisis, this is definitely a positive thing for the banks, especially because this sector contributes less than 10% to the overall GDP.



In absolute numbers, finance profits jumped to $426.5 billion. It's agreed that the financial sector led the way into the recession, but now the same sector is leading the way out. Shouldn't they now be entitled to return capital to shareholders?



Not according to credit rating agency S&P. The reason: The economic crisis is not fully over and banks still don't have the balance sheet strength to afford returning capital to shareholders. The agency said that banks need an 8% risk-adjusted capital ratio to make sure that another financial crisis is avoided, and it argues that banks still fall short of the target on an average which read 7.6% at the end of 2010.



The performance

So how exactly are the banks placed? The big banks have definitely recovered. Let's have a look at their capital ratios individually.



According to Basel III norms -- the new global standards set following the financial crisis for adequacy in bank capital requirements, liquidity, and leverage -- the minimum tier 1 capital ratio must be 6% and total capital ratio 8%.



Bank of America's (NYSE: BAC ) tier 1 capital ratio stands at 11.2%, while the total capital ratio is 15.8%. This is not bad. However, the Fed recently blocked its move to increase dividends later this year. This might be because of the bank's huge mortgage business, which is still under particular scrutiny from institutional investors and state attorneys general. Fair enough.



JPMorgan Chase (NYSE: JPM ) has a tier 1 capital ratio of 12.1% and a total capital ratio of 15.5%. With approval from the Fed, the bank is raising its quarterly dividend to $0.25 a share from $0.05. It also plans to buy back stock worth $15 billion. This bank is behaving like the crisis is almost fully behind it.Be a Dividend Millionaire: A Proven, Low-Risk Approach That Will Generate Income for the Long Term



Citigroup (NYSE: C ) has a tier 1 capital ratio of 12.9% and a total capital ratio of 16.6%. The Fed approved its plan to get back to its $0.01 per-share dividend.



Capital One's (NYSE: COF ) tier 1 capital ratio stands at 11.6%, while the total ratio is 16.8%. The bank has not disclosed the Fed's response on its capital plan, though it will not be raising its dividend this quarter. However, it has managed to dramatically reduce its year-over-year leverage ratio to 8.1%, from 10.3% at the end of 2009, as well as its total asset-to-total equity to a very low 7.4.



Goldman Sachs (NYSE: GS ) holds a tier 1 capital ratio of 16%, while the total capital ratio stands at 19.1%. Traditionally, investment banks such as Goldman Sachs and Morgan Stanley are supposed to keep higher capital levels since their assets tend to be riskier. The Fed approved the bank's payback of $5.65 billion to Warren Buffett, including the 10% premium, which it borrowed during the financial crisis.



Morgan Stanley (NYSE: MS ) has a tier 1 capital ratio of 16.6% and a total capital ratio of 16.5%. Another bank yet to reveal the Fed's response, it says it will find profitable ways to use its excess capital, which means it might reinvest it in the business or buy back stock.
The Little Book of Big Dividends: A Safe Formula for Guaranteed Returns (Little Books. Big Profits)


What next?

Is S&P justified in issuing warnings that at "this juncture of economic recovery," excessive payouts to investors might hinder capital requirements? Probably yes. It seems the agency, along with Moody's and Fitch (the three major ratings agencies), is particular about not repeating the mistakes, as they were all completely in the dark on the financial collapse in 2008.



My attitude is that S&P is more concerned about stock buybacks and special dividends which might reduce capital levels. That position is justified, despite the fact that these big banks collected substantial profits, because that won't continue forever.



Someone must address the huge leverage big banks employ, as this happens to be one of the primary causes of the downturn. The problem lies with the fact that certain banks take it for granted that they are "too big to fail" and believe a government bailout will always be around. Their claims that capital levels are adequate should therefore be treated critically. There is no harm in being cautious when high unemployment, government cutbacks, and rising oil prices all pose risks to the U.S. economy.



Isac Simon does not own shares of any of the companies mentioned in this article. The Fool owns shares of Bank of America and JPMorgan Chase. Through a separate Rising Star portfolio, The Fool is also short Bank of America. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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Monday, April 11, 2011

What stocks CRAMER has a BUY or sell RECOMMENDATIONS ?

Wednesday, March 9th buy and sell recommendations of Jim Cramer, host of Mad Money on CNBC. Since then, for comparison purposes, the S&P 500 is +0.88% and the Dow is +1.60%.




CRAMER BUY RECOMMENDATIONS



Noble Energy (NBL)



Noble Energy (NBL) was first recommended this year by Cramer on January 10. He also put out a buy on March 9 and March 16. Since January 10, NBL shares are up by 16.1%, and since March 9, it is +6.0%.



Non-GAAP EPS (2010): $4.22



Non-GAAP EPS analyst estimates (2011): $3.15 to $5.87 (-25.3% to +39.0%)



Revenues (2010): $3.02 B



Revenue analyst estimates (2011): $3.1 B to $3.6 B (+2.6% to +19.2%)



Profit Margins (2011 and 2010): 81.14% and 77.30%



Q1 2011 report date is April 28.



Non-GAAP EPS analyst estimates (Q1 2011): $0.70 to $1.31 (-10.2% to +67.9% vs. $0.78 in Q1 2010)



Revenue analyst estimates (Q1 2011): $741 M to $871.25 M (+1.0% to +18.8% vs. $733 M in Q1 2010)



NBL shares trade with a price to sales multiple of 5.7, which is the highest level between 2001 and 2010.



Debt to equity ratio: 0.33



Looking at historical figures, investors have priced in revenue growth in excess of 25% and EPS growth well above the highest estimates. Given the improving global economic environment and resultant higher demand for oil and gas, and Noble’s discovered reserves, we expect Noble to continue increase production and sales at its current pace, we expect revenues at $3.4 billion. To continue reading, click here.


Noble Energy (NBL)


Noble Energy (NBL) was first recommended this year by Cramer on January 10. He also put out a buy on March 9 and March 16. Since January 10, NBL shares are up by 16.1%, and since March 9, it is +6.0%.



Non-GAAP EPS (2010): $4.22



Non-GAAP EPS analyst estimates (2011): $3.15 to $5.87 (-25.3% to +39.0%)



Revenues (2010): $3.02 B



Revenue analyst estimates (2011): $3.1 B to $3.6 B (+2.6% to +19.2%)



Profit Margins (2011 and 2010): 81.14% and 77.30%



Q1 2011 report date is April 28.



Non-GAAP EPS analyst estimates (Q1 2011): $0.70 to $1.31 (-10.2% to +67.9% vs. $0.78 in Q1 2010)



Revenue analyst estimates (Q1 2011): $741 M to $871.25 M (+1.0% to +18.8% vs. $733 M in Q1 2010)



NBL shares trade with a price to sales multiple of 5.7, which is the highest level between 2001 and 2010.



Debt to equity ratio: 0.33



Looking at historical figures, investors have priced in revenue growth in excess of 25% and EPS growth well above the highest estimates. Given the improving global economic environment and resultant higher demand for oil and gas, and Noble’s discovered reserves, we expect Noble to continue increase production and sales at its current pace, we expect revenues at $3.4 billion. Assuming a price to sales multiple of 5.5, we place a price target of $105.50. You’re looking at making 9% here. These shares do not provide aggressive capital appreciation at this point, but are a buy.



Noble Energy is a leading independent energy company engaged in worldwide oil and gas exploration and production. The company has core operations onshore in the U.S., primarily in the DJ Basin, in the deepwater Gulf of Mexico, offshore Eastern Mediterranean, and offshore West Africa. This company does have exposure in Saudi Arabia. View the company’s presentation at the Howard Weil Energy Conference on March 28.



Global Industries (GLBL)

Global Industries (GLBL) is up by 16.3%, since March 9. He reiterated the buy on March 16.



Non-GAAP EPS (2010): -$0.71



Non-GAAP EPS analyst estimates (2011): $0.00 to $0.46



Revenues (2010): $568 million



Revenue analyst estimates (2011): $564.5 M to $813 M (-0.6% to +43.1%)



Profit Margins (2011 and 2010): 5.78% and 17.39%



Q1 2011 report date is May 4.



Non-GAAP EPS analyst estimates (Q1 2011): -$0.07 to $0.03 (vs. -$0.19 in Q1 2010)



Revenue analyst estimates (Q1 2011): $84.9 M to $138.2 M (-20.5% to +29.3% vs. $106.81 M in Q1 2010)



GLBL shares trade with a price to sales multiple of 2.0. In 2004, 2005, and 2007, those multiples were 2.0, 1.9, and 2.5, respectively.



Debt to equity ratio: 0.38



It looks like investors have priced in revenue growth in excess of 15% and EPS growth to above $0.30. We are not quite as bullish, and expect revenues to grow by 10% to $624.8 M. The price to sales multiple is in line, and we place a price target of $11.00. At prices near $10, this would make GLBL a tepid buy opportunity.



The company is a leading offshore solutions provider of offshore construction, engineering, project management, and support services including pipeline construction, platform installation and removal, deepwater / SURF installations, IRM, and diving to the oil and gas industry worldwide.



MEMC Electronic Metals (WFR)

MEMC Electronic Metals (WFR) was first introduced this year by Cramer as a buy on January 14. He brought it back into light on March 9 and then on March 16, with buy recommendations on both days. Since January 14, WFR is +9.5%, and since March 9, it is down by 0.5%. We think WFR is a terrific pick.



Non-GAAP EPS (2010): $0.15



Non-GAAP EPS analyst estimates (2011): $0.94 to $1.54 (+526.6% to +926.6%)



Revenues (2010): $2.23 B



Revenues analyst estimates (2011): $2.2 B to $3.6 B (-1.7% to +61.4%)



Profit margins (2010 and 2009): 15.05% and 11.01%



Q1 2011 earnings release is on April 15.



Non-GAAP EPS analyst estimates (Q1 2011): $0.05 to $0.23 (vs. -$0.04 in Q1 2010)



Revenue analyst estimates (Q1 2011): $500 M to $711.9 M (+14.2% to +62.6% vs. $437.7 M in Q1 2010)



WFR shares trade with a price to sales multiple of 1.3. From 2003 to 2007, the multiples were 2.7, 2.8, 4.5, 5.8, and 10.7, respectively.



Debt to equity ratio: 0.01



WFR shares should be trading near 2 times sales per share, but the company is being penalized for increased costs. Yet, due to expected higher volumes of wafers and higher prices, we expect total revenues to grow by 45% to $3.25 billion. We place a price target of $24.50, and recommend WFR as a buy. At current levels, it is possible to double your money.



The company is a leader in semiconductor and solar technology. MEMC has been a pioneer in the design and development of silicon wafer technologies for over 50 years. With R&D and manufacturing facilities in the U.S., Europe and Asia, MEMC enables the next generation of high performance semiconductor devices and solar cells. Through its SunEdison subsidiary, MEMC is also a developer of solar power projects and a worldwide leader in solar energy services



Saks (SKS)

Saks (SKS): Cramer first told his viewers to sell this company on February 18. He had a change of heart, and put out a buy on it on March 9, March 11, and March 16. Since February 18, SKS is down by 9.6%, and since March 9, it is down by 4.8%.



Non-GAAP EPS (FY 2011 through January): $0.19



Non-GAAP EPS analyst estimates (FY 2012): $0.15 to $0.33 (-21.0% to +73.6%)



Revenues (FY 2011): $2.78 B



Revenues analyst estimates (FY 2012): $2.9 B to $3.0 B (+4.3% to +7.9%)



Profit margins (2010 and 2009): 40.11% and 36.61%



Q1 2011 earnings release is on May 17.



Non-GAAP EPS analyst estimates (Q1 2011): $0.12 to $0.17 (+0% to +41.6% vs. $0.12 in Q1 2010



Revenue analyst estimates (Q1 2011): $681.5 M to $715.5 M (+2.1% to +7.2% vs. $667.438 M in Q1 2010)



SKS shares trade with price to sales multiple of 0.7.



Debt to equity ratio: 0.31



Due to cautious optimism on consumer spending, we believe SKS shares should be trading 0.5 times sales, instead at its current levels. We expect revenues to grow by 4% to $2.89BBQ Grill Master, learn various techniques like: creating the proper BBQ fire, direct and indirect methods of cooking, searing rubs and more! B, and place a price target of $9.10. Short SKS shares.



Saks Incorporated operates 46 Saks Fifth Avenue stores, 57 Saks OFF 5TH stores.



Honeywell (HON)

Honeywell (HON): Cramer has religiously recommended this, with buys on January 7, February 2, February 28, March 9, and March 16. Since January 7, HON shares are +7.6%, and up 28.6% over a 6 month period.



Non-GAAP EPS (2010): $2.81



Non-GAAP EPS analyst estimates (2011): $3.61 to $3.94 (+28.4% to +40.2%)



Revenues (2010): $33.37 billion



Revenues analyst estimates (2011): $35.1 B to $36.6 B



EBT margins (2010 and 2009): 8.52% and 9.64%



Q1 2011 earnings release is on May 17.



Non-GAAP EPS analyst estimates (Q1 2011): $0.79 to $0.85 (+58.0% to 70.0% vs. $0.50 in Q1 2010)



Revenue analyst estimates (Q1 2011): $8.3 B to $8.7 B (+6.7% to +11.8% vs. $7.776 B in Q1 2010



HON shares have a price to sales multiple of 1.4. This is a relatively high multiple given performance since 2001.



Debt to equity ratio: 0.54



We believe HON shares should be trading 1.2 times sales per share, and we expect revenues to grow by 7% to $35.7 B. We also believe Q1 2011 results will fall within the lower end of estimates. We place a price target of $59.50, and believe it will not outperform the market. Consider taking profits soon or cutting your losses on this.



Brandywine Realty Trust (BDN)

Brandywine Realty Trust (BDN) is down by 0.1%, since March 8. Cramer also put out a buy on it on March 9 and March 16.



Non-GAAP EPS (2010): -$0.19



Non-GAAP EPS analyst estimates (2011): -$0.26 to -$0.22



Revenues (2010): $567 million



Revenues analyst estimates (2011): $339.27 M to $599 M (-40.1% to +5.6%)



Profit margins (2010 and 2009): 59.35% and 59.74%



Q1 2011 earnings release is on April 27.



Non-GAAP EPS analyst estimates (Q1 2011): -$0.08 to -$0.06



Revenue analyst estimates (Q1 2011): $81.89 M to $145.9 M (-42.9% to +1.5% vs. $143.635 M)



BDN shares trade with a price to sales multiple of 2.8. From 2001 to 2006, those multiples were 2.6, 2.7, 3.3, 4.3, 4.0, and 4.1, respectively.



Debt to equity ratio: 1.31



We believe these BDN shares are trading with a fair P/S multiple. Due to improving business conditions, we also expect revenues to grow by 2% to $578.34 million, and place a price target of $12.30. Because BDN currently trades near $12, it also seems that investors are also expecting growth in the low single digits. This is not a screaming buy, but it is yielding 4.9%, and expected to beat inflation.



The company is a self-administered and self-managed REIT that provides leasing, property management, development, redevelopment, acquisition and other tenant-related services for a portfolio of office, mixed-use and industrial properties. As of December 31, 2010, it owned and consolidated 233 properties (collectively, the “Properties”) containing an aggregate of approximately 25.6 million net rentable square feet. The Properties include 208 office properties, 20 industrial properties, 4 mixed-use properties and a garage property under redevelopment.



As of December 31, 2010, the REIT also owned interests in 17 unconsolidated real estate ventures (collectively, the “Real Estate Ventures”) that own properties that contain approximately 6.5 million net rentable square feet. In addition, as of December 31, 2010, it owned approximately 509 acres of undeveloped land. The Properties and the properties owned by the Real Estate Ventures are located in or near Philadelphia, Pennsylvania; Metropolitan Washington, DC; Southern and Central New Jersey; Richmond, Virginia; Wilmington, Delaware; Austin, Texas and Oakland, Concord, Carlsbad and Rancho Bernardo, California. In addition to managing properties that we own, as of December 31, 2010, the REIT managed approximately 7.8 million square feet of office and industrial properties for third parties and Real Estate Ventures.



CRAMER SELL RECOMMENDATIONS



The Blackstone Group (BX)

The Blackstone Group (BX) is up by 6.0%, since March 9. He also restated the sell recommendation on March 16.



Non-GAAP EPS (2010): $1.26



Non-GAAP EPS analyst estimates (2011): $1.40 to $1.70 (+11.1% to +34.9%)

Revenues (2010): $3.119 B



Revenues analyst estimates (2011): $3.7 B to $4.2 B (+18.6% to +34.6%)



Q1 2011 earnings release is on April 21.



Non-GAAP EPS analyst estimates (Q1 2011): $0.31 to $0.40 (-3.1% to +25.0% vs. $0.32 in Q1 2010



Revenues analyst estimates (Q1 2011): $863.7 M to $985 M (+23.1% to +40.4% vs. $701.239 M in Q1 2010)



BX shares trade with a price to sales multiple of 2.2.



Debt to equity ratio: 1.85



We are bullish on BX, and expect its real estate and private equity segment to fare well compared to other years. We expect revenues to expand by 25% to $3.9 B, and place a price target of $23.50, which is about 4.75 points from present or the potential to make 25%. This is a good buy opportunity.



Blackstone is one of the world’s leading investment and advisory firms. Its alternative asset management businesses include the management of private equity funds, real estate funds, hedge fund solutions, credit- oriented funds and closed-end mutual funds. The Blackstone Group also provides various financial advisory services, including financial and strategic advisory, restructuring and reorganization advisory and fund placement services.



Netflix (NFLX)

Netflix (NFLX) has an interesting story. Cramer first recommended selling it on February 25, this year. On Tuesday, March 1, he changed his recommendation to buy. He then put out sell recommendations on March 9 and 16. He finally settled on a buy on March 22. Since February 25, NFLX is up by 8.7%.



Non-GAAP EPS (2010): $2.96



Non-GAAP EPS analyst estimates (2011): $3.99 to $4.93 (+34.7% to +66.5%)



Revenues (2010): $2.16 B



Revenues analyst estimates (2011): $2.8 B to $3.4 B (+29.6% to +57.4%)



EBT Margins (2010 and 2009): 12.38% and 11.51%



Q1 2011 earnings release is on April 25.



Non-GAAP EPS analyst estimates (Q1 2011): $0.93 to $1.17 (+57.6% to +98.3% vs. $0.59 in Q1 2010)



Revenues analyst estimates (Q1 2011): $646.7 M to $719.5 M (+30.9% to +45.7% vs. $493.665 M in Q1 2010)



NFLX shares trade with a price to sales multiple of 5.9.
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Debt to equity ratio: 0.81



The Street has high expectations for NetFlix, but we feel that these shares should be trading near 4 times sales per share. Only triple digit revenue growth and EPS growth above 70% would merit the current multiple. We expect revenues to grow by 30% to $2.81 B, and place a price target of $207. NFLX is a sell at these price levels.



With more than 20 million members in the U.S. and Canada, Netflix is the world’s leading Internet subscription service for enjoying movies and TV shows. For $7.99 a month, Netflix members can instantly watch unlimited movies and TV episodes streaming over the Internet to PCs, Macs and TVs.



Qualcomm (QCOM)

Qualcomm (QCOM) has a mixed story. Cramer said to buy it on January 11 and January 27, but he changed his mind on March 16 to a sell. From January 11 to March 16, QCOM is down by 2.3%, but up by 0.4% since March 16.



Non-GAAP EPS (FY 2010 through October): $2.46



Non-GAAP EPS analyst estimates (FY 2011): $2.57 to $3.18 (+4.4% to +29.2%)



Revenues (FY 2010): $10.99 B



Revenues analyst estimates (FY 2011): $13.6 B to $14.9 B (+23.7% to +35.5%)



EBT Margins (2010 and 2009 and 2008): 36.70% and 19.93% and 34.34%



Non-GAAP EPS (Q1 2011): $0.82 (+32.2% vs. $0.62 in Q1 2010)



Revenues (Q1 2011): $3.348 B (+25.4% vs. $2.668 B in Q1 2010)



Q2 2011 earnings release is on April 20.



Non-GAAP EPS analyst estimates (Q2 2011): $0.78 to $0.85 (+32.2% to +44.0% vs. $0.59 in Q2 2010)



Revenues analyst estimates (Q2 2011): $3.51 B to $3.8B (+31.9% to +42.8% vs. $2.661 B in Q1 2010)



QCOM shares trade with a price to sales multiple of 7.5. These shares have historically traded at these lofty multiples.



Debt to equity ratio: ~0



We expect revenues to grow by 30% to $14.28 B, and place a price target of $65. This is an opportunity to make 22%, and would recommend it.



W&T Offshore (WTI)

W&T Offshore (WTI) is up by 11.2%, since March 9. Cramer reiterated the sell on March 16.



Non-GAAP EPS (2010): $1.57



Non-GAAP EPS analyst estimate (2011): $0.52 to $1.90 (-66.8% to +21.0%)



Revenues (2010): $706 M



Revenues analyst estimates (2011): $721.3 M to $841.2 M (+2.1% to +19.1%)



Profit margin (2010 and 2009): 97.50% to 64.14%



Q1 2011 earnings release is on May 4.



Non-GAAP EPS analyst estimates (Q1 2011): $0.18 to $0.50 (-63.2% to +2.0% vs. $0.49 in Q1 2010)



Revenues analyst estimates (Q1 2011): $179.4 M to $205.4 M (+5.7% to +21.1% vs. $169.585 M in Q1 2010)



WTI shares trade with a price to sales multiple of 2.3. From 2005 to 2007, the multiples were 3.3, 2.6, and 2.0, respectively.



Debt to equity ratio: 1.07



For 2011, the company gave guidance to sell between 83.2 and 96.7 Bcfe. In 2010, the company sold 87.0 Bcfe at an average realized sales price of $8.15 per Mcfe, compared to 94.8 Bcfe sold at an average price of $6.39 per Mcfe in 2009.



The current price to sales multiple is fair. We also believe that revenues will grow by 10% to $776.6 M, and place a price target of $24.25. So, there is only space to gain 1.75 points or 7.8%. This is a buy, but do not be thrilled.



The company is an independent oil and natural gas company focused primarily in the Gulf of Mexico, including exploration in the deepwater and deep shelf regions, where it has developed significant technical expertise. W&T has grown through acquisition, exploitation and exploration and holds working interests in approximately 67 fields in federal and state waters and a majority of its daily production is derived from wells it operates. View the latest company presentation on March 30 here.










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