Sunday, July 29, 2012

Authen Tec Acquired By Apple

originally posted this weekend at Equities Research

7/28/2012Authen Tec, Inc. (NASDAQ: AUTH) announced yesterday they will be acquired @ $8.42 by Apple Computer. Stockdiagnostics upgraded AUTH @ $3.02 on November 16,2011 after the company reported 3rd quarter financials for the period ending September 30,2011. Since the upgrade 8 months ago shares are up 179%.
<click to AUTH Stockdiagnostics OPS chart
<click to AUTH Stockdiagnostics FCF chart



Netsuite, Inc (NYSE: N) closed the week @ $56.95. Stockdiagnostics upgraded N @ $14.59 on March 22,2010 after the company reported FY2009 4th quarter financials for the period ending December 31,2009. Since the upgrade 28 months ago the shares have gained 290%.
<click to N Stockdiagnostics OPs chart 4 quarter
<click to N Stockdiagnostics OPS chart 20 quarter
<click to N Stockdiagnostics OPS chart 5 year
<click to N Stockdiagnostics FCF chart 20 quarter
<click to N Stockdiagnostics FCF chart 5 year
<click to N Stockdiagnostics OPS chart
<click to N GFNN news story




and other great charts

7/29/2012

Abbott Laboratories  $66.39

<click to ABT Stockdiagnostics FCF chart 20 quarter




Automatic Data Processing, Inc  $57.60

<click to ADP Stockdiagnostics FCF chart 20 quarter



Amgen Inc.  $83.92

<click to AMGN Stockdiagnostics FCF chart 20 quarter



Berkshire Hathaway Inc   $127,735.00

<click to BRK-A Stockdiagnostics FCF chart 20 quarter



The Cheesecake Factory Incorporated   $33.89

<click to CAKE Stockdiagnostics FCF 20 quarter



Crown Castle International Corp    $61.69

<click to CCI Stockdiagnostics FCF chart 20 quarter



eBay Inc    $45.22

click to EBAY Stockdiagnostics FCF chart 20 quarter



General Electric Company   $20.92

<click to GE Stockdiagnostics FCF chart 20 quarter



Gap Inc.     $29.91

click to GPS Stockdiagnostics FCF chart 20 quarter


The Home Depot, Inc    $53.71

<click to HD Stockdiagnostics FCF chart 20 quarter



NetScout Systems, Inc   $23.70

<click to NTCT Stockdiagnostics FCF chart 20 quarter


Quest Software Inc   $27.96

<click to QSFT Stockdiagnostics FCF chart 20 quarter


Sprint Nextel Corp.   $4.31

click to S Stockdiagnostics FCF chart 20 quarter

Friday, July 27, 2012

Equities Research Morning Posts

7/27/2012
Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) traded at an all time yesterday before closing @ $106.14. Stockdiagnositcs upgraded ALXN @ $16.85 (split adjusted) on May 13,2009 after the company reported 1st quarter financials for the period ending March 31,2009. Since the upgrade, shares are up 530% in 3 years.
<click to ALXN Stockdiagnostics FCF 5 year chart
<click to ALXN Stockdiagnostics FCF 20 q chart



7/27/2012
The Medicines Company (NASDAQ: MDCO) traded at a 52 week high yesterday before closing @ $25.29. Stockdiagnostics upgraded MDCO @ $13.33 on November 22,2010 after the company reported 3rd quarter financials for the period ending September 30,2010. In 20 months since the upgrade shares have gained 90%.
<click to MDCO Stockdiagnostics OPS chart 20 q
<click to MDCO Stockdiagnostics FCF 5 year
<click to MDCO Stockdiagnostics OPS chart



7/27/2012

Kimberly-Clark Corporation $85.72

<click to KMB Stockdiagnostics FCF chart 20 quarter

7/27/2012

Mellanox Technologies,LTD (NASDAQ: MLNX) traded at an all time high yesterday before closing  @ $101.83. Stockdiagnsotics upgraded MLNX @ $19.25 on May 14,2007 after the company reported 1st quarter financials for the period ending March 31,2007. Shares are up 429% in 5 years since the upgrade.
<click to MLNX Stockdiagnostics FCF 5 year chart
<click to MLNX Stockdiangostics FCF 20q chart
<click to MLNX Stockdiagnostics OS chart
<click to MLNX GFNN news story


7/27/2012

Lumber Liquidators Holding, Inc (NYSE:LL) traded at an all time high yesterday before closing @ $42.55. Stockdiagnostics upgraded LL @ $14.73 on November 1,2011 after the company reported 3rd quarter financials for the period ending September 30,2011. Since the upgrade shares are up 189% in 9 months.
<click to LL Stockdiagnostics OPS 4 quarter chart
<c
lick to LL Stockdiagnostics OPS 5 year chart<click to LL Stockdiagnostics FCF 5 year chart
<click to LL Stockdiagnostics OPS chart



7/27/2012

Healthstream, Inc. (NASDAQ:HSTM) traded yesterday at an all time high before closing @ $27.84. Stockdiagnostics upgraded HSTM @ $4.25 on November 29,2009 after the company reported 3rd quarter financials for the period ending September 30,2009. Since the upgrade 34 months ago shares have gained 555%.
<click to HSTM Stockdiagnostics FCF chart 5 yr
<click to HSTM Stockdiagnostics OPS chart 20 q
<click to HSTM Stockdiagnostics OPS chart
<click to HSTM GFNN news story


7/27/2012

GenCorp Inc. (NYSE: GY) closed yesterday $8.13. Stockdiagnostics upgraded GY @ $5.20 on February 9,2011 after the company reported FY2010 4th quarter financials for the period ending November 30,2010. Since the upgrade 17 months ago shares are up 56%.
<click to GY Stockdiangostics OPS chart
<click to GY GFNN news story


7/27/2012

The Spectranetics Corporation (NASDAQ: SPNC) closed yesterday at a 3 year high @ $11.98. Stockdiagnostics upgraded SPNC @ $4.44 on March 25,2011 after the company reported 4th quarter financials for the period ending December 31,2010. Since the upgrade 16 ago shares have appreciated 170%.
<click to SPNC Stockdiagnostics FCF chart 20 q
<Click to SPNC Stockdiagnostics OPS chart<



7/27/2012

Cabela's Inc. (NYSE:CAB) traded at an all time (8 year) high yesterday before closing @ $44.91. Stockdiagnostics upgraded CAB @ $25.10 on November 2,2011 after the company reported 3rd quarter financials for the period ending September 30,2011. In 8 months since the upgrade shares are up 79%.
<click to CAB Stockdiagnostics FCF chart 20q
<click to CAB Stockdiagnostics OPS chart

7/27/2012

The Goodrich Corporation (NYSE: GR) closed at an all time (27 year) high  @ $127.48. Stockdiagnostics upgraded GR @ $59.56 (dividend adjusted) on August 2,2007 after the company reported 2nd quarter financials for the period ending June 30,2007. In less than 5 years since the upgrade, shares have gained 114%.
<click to GR Stockdiagnostics FCF chart
<20 q
<click to GR Stockdiagnostics OPS chart
<click to GR GFNN news story 2
<click to GR GFNN news story 1<


7/27/2012

Consolidated Edison (NYSE: ED) traded at an all time (42 year) high yesterday before closing @ $64.42. Stockdiagnostics upgraded ED @ $36.43 (dividend adjusted) on November 6,2009 after the company reported 3rd quarter financials for the period ending September 30,2009. Since the upgrade 32 months ago, this income stock has gained 77%, or 24% annually.
<click to ED Stockdiagnostics OPS chart 20 q
<click to ED Stockdiangostics FCF chart 5 yr


7/27/2012

Brown Shoe Company, Inc. (NYSE: BWS) traded at a 52 week high yesterday before closing @ $13.63. Stockdiagnostics upgrade BWS @ $7.14 on September 27,2011 after the company reported FY2012 2ns quarter financials for the period ending July 31,2011. Since the upgrade 10 months ago shares have gained 91%.
<click to BWS Stockdiagnostics OPS chart 5 yr
<click to BWS Stockdiagnostics OPS chart

7/27/2012

Colgate-Palmolive Co. $106.38

<click to CL Stockdiagnostics FCF chart 20 quarter

7/27/2012

3M Co   $90.59

<click to MMM Stockdiagnostics FCF chart 20 quarter

7/27/2012

Pepsico, Inc.   $71.22

<click to PEP Stockdiagnostics FCF chart 20 quarter

7/27/2012

AT&T, Inc    $36.30

<click to T Stockdiagnostics FCF chart 20 quarter

7/27/2012

Wal-Mart Stores Inc   $73.67

<click to WMT Stockdiagnostics FCF chart 20 quarter

7/27/2012

Exxon Mobil Corporation    $86.52

<click to XOM Stockdiagnostics FCF chart 20 quarter

7/27/2012

Verizon Communications Inc    $44.46

<click to VZ Stockdiagnostics FCF 20 quarter

Thursday, July 26, 2012

Performance of Stockdiagnostic Downgrades

Today's posts were originally published at Equities Research

Closing prices as of yesterday.


Companytickerdate Downgrade$ CloseTime% Return
NeurogesX, inc.NGSX11/24/2010$5.88 $0.22 20m96%
SuperValu, IncSVU1/19/2010$13.32 $1.73 30m87%
Amtech SystemsASYS2/16/2011$24.43 $4.30 17m82%
STR Holdings, IncSTRI5/10/2011$16.35 $3.34 14m80%
Ivanhoe Mines LtdIVN4/4/2011$27.60 $8.02 15m71%
Century AluminumCENX5/16/2011$16.05 $5.63 14m65%
Echelon CorporationELON3/21/2011$8.64 $3.14 16m63%
Sony CorporationSNE8/24/2010$28.07 $11.26 23m60%
Office Depot, Inc.ODP4/29/2011$4.31 $1.79 15m58%
SkyWest, Inc.SKYW5/16/2011$15.17 $6.81 14m55%
Schnitzer Steel Ind.SCHN7/5/2011$56.99 $26.04 1yr54%
Panasonic Corp.PC8/15/2011$10.63 $6.19 11m41%
Duckwall-Alco StoreDUCK4/21/2011$12.61 $7.46 15m41%
Weatherford Int'lWFT5/16/2011$19.32 $11.67 14m39%
Tellabs, inc.TLAB5/12/2011$4.68 $2.96 14m37%
Xerox CorporationXRX5/6/2011$9.99 $6.38 14m36%
Ford Motor Co.F2/24/2012$12.18 $8.97 5m26%

Wednesday, July 18, 2012

Chanos Sees Cash Flow Declining at HPQ

Today Jim Chanos came out on CNBC TV and highlighted to the world the declining Cash Flow at Hewlett-Packard.

Below are two charts of HPQ's quarterly operating cash flow statistics showing their recent declines.
click to HPQ Stockdiagnostics 20 quarter OPS chart
click to HPQ Stockdiagnostics 20 quarter FCF chart
click to HPQ Stockdiagnostics Long Term OPS & FCF Growth Tables


Chanos from CNBC transcript in video link:
"those acquisitions have enabled them to maintain a revenue base and see a declining cash flow base. those are maintenance capital expenditures or maintenance r & d hidden as acquisitions. and when you value the company, when you begin to look at the fact that this company has purchased its r & d, capitalized it, if you will, r & d is normally expensed, you begin to see a totally different picture. look at the middle of the left table which shows you that the free cash flow four buybacks and dividends, but after cap and acquisitions a much different animal and has turned negative. in addition, the balance sheet has been destroyed here. all right"


A look at today's morning posts at Equities Research with recent Stockdiagnostics Downgrades.


company
ticker
date
 Downgrade
$ Close
Time
% Return
HUSA
5/23/2011
$17.25
$1.06
14m
94%
FSLR
5/10/2011
$128.51
$14.46
14m
89%
TSTC
12/2/2010
$11.10
$1.71
18m
85%
SVU
1/192009
$13.32
$2.28
30m
83%
NOK
8/25/2011
$8.17
$1.69
15m
79%
SPWR
5/18/2011
$21.10
$4.42
14m
79%
STRI
5/10/2011
$16.35
$4.15
14m
75%
AIXG
3/7/2011
$42.31
$12.91
17m
70%
RIMM
9/26/2011
$21.68
$6.92
10m
68%
SCIL
3/16/2011
$3.00
$1.05
16m
65%
SNMX
5/16/2011
$5.92
$2.18
14m
63%
GrafTech International,Inc.
GTI
5/2/2011
$22.57
$8.88
4m
61%
ISNS
4/4/2011
$13.50
$5.25
16M
61%
SNE
8/24/2010
$28.07
$12.30
23m
56%
PMFG
5/24/2011
$18.00
$8.00
14m
56%
MT
5/16/2011
$31.92
$15.06
14m
53%
AA
4/25/2011
$16.67
$8.28
17m
50%
TIE
5/13/2011
$18.86
$11.09
14m
41%