As always, here are this morning's top headline summaries from the Wall Street Journal, New York Times, Reuters, The Financial Times, and more. If you want to see the headlines from Monday while most of us were out enjoying the day off, those can also be found here.
Top analyst downgrades are in BLKB, CTXS, DSCO, EV, FII, and LUV. Top Analyst Upgrades
We actually have a fairly loaded calendar this week considering the short post-holiday trading. This week's 'Unusual Suspects' of calendar event stocks and follow-on data from last week are in APP, BRK-A, CPB, MTXX, MCO, MHP, RMBS, QQQQ, GDL, and UNH.
Last week we ran a key piece on which of the largest mega-cap companies had ample ability to begin making cash acquisitions, and these companies have a collective $335 billion in raw cash and investments... That is before tapping any debt, credit lines, selling equity, and using other methods of raising cash. The Kraft and Cadbury deal from over the weekend could end up looking small chocolate potatoes if these companies start to deploy this cash hoard. are in ADPI, EXP, GE, GSM, IHG, ERIC, PMT, RHT, TKTM, and VMW. These are not mentioned as the data is still being pulled at 7:45 AM but Morgan Stanley downgraded some key tech names this morning including IBM, DELL, TXN, STM, NVLS, CTXS, ADSK.
Top analyst downgrades are in BLKB, CTXS, DSCO, EV, FII, and LUV. Top Analyst Upgrades
We actually have a fairly loaded calendar this week considering the short post-holiday trading. This week's 'Unusual Suspects' of calendar event stocks and follow-on data from last week are in APP, BRK-A, CPB, MTXX, MCO, MHP, RMBS, QQQQ, GDL, and UNH.
Last week we ran a key piece on which of the largest mega-cap companies had ample ability to begin making cash acquisitions, and these companies have a collective $335 billion in raw cash and investments... That is before tapping any debt, credit lines, selling equity, and using other methods of raising cash. The Kraft and Cadbury deal from over the weekend could end up looking small chocolate potatoes if these companies start to deploy this cash hoard. are in ADPI, EXP, GE, GSM, IHG, ERIC, PMT, RHT, TKTM, and VMW. These are not mentioned as the data is still being pulled at 7:45 AM but Morgan Stanley downgraded some key tech names this morning including IBM, DELL, TXN, STM, NVLS, CTXS, ADSK.
Warren Buffett is getting deeper into the housing and property market according to data we saw late last week. We'll be following up on this shortly this morning on the public site, but there is an interesting piece showing how Buffett and friends have also been changing the investment process and doing less and less in common stocks.
We had an IPO filing in the energy sector from fairly new Cobalt International Energy.
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