Sell Side Research

  

Deutsche Bank move may transform subordinated debt market network.nationalpost.com - Dec 17, 2008   about  DB Deutsche Bank’s decision to skip an opportunity to redeem €1-billion of subordinated bonds at the first scheduled call date because replacing them would be more expensive has rattled the bond market. Some suggested the European investment bank’s move, which surprised both investors and experts... add a comment   |

Low Credit Level Does Not Harm Monetary Policy Effectiveness researchrecap.com - Dec 17, 2008   A low level of credit in a country does not appear to hinder the effectiveness of monetary policy in controlling inflation, a new working paper published by the International Monetary Fund finds. Rather, exchange rate flexibility is a more important factor. Monetary policy, at least in part, operate... add a comment   |

Research In Motion earnings expectations mixed network.nationalpost.com - Dec 17, 2008   about  RIMM Research In Motion Ltd. reports third quarter results for fiscal 2009 after markets close on Thursday and given the uncertainty in today’s markets, you can’t help but excuse Wall Street for feeling rather bearish on the BlackBerry maker.Earlier this month, RIM issued a rare profit warning, advis... add a comment   |

S&P Predicts Record Junk Bond Defaults in Europe researchrecap.com - Dec 17, 2008   Standard & Poor’s predicts that at least 60 European firms will default within the next 12 months, affecting up to €25 billion of outstanding speculative grade debt, with a similar amount impacted in 2010, making it the worst period on record for defaults by rated firms in Europe. The cumula... add a comment   |

Analyst Actions: Kansas City Southern, Adobe, Gibraltar businessweek.com - Dec 17, 2008   about  ADBE, ROCK, KSU add a comment   |

S&P Picks and Pans: Apple, GE, Adobe, Fifth Third Bancorp, Satyam businessweek.com - Dec 17, 2008   about  AAPL, GE, ADBE and 2 moreFITB, SAY add a comment   |

Video: Economic Expectations: Fed Becoming Lender of Last Resort for the Broad Economy Bloomberg - Dec 17, 2008   Part 3 on How to Fix the Economy in 2009: Interview with Merrill Lynch Chief Economist David Rosenberg add a comment   |

Apple iPod Touch, New MacBook Selling Like Crazy (AAPL) alleyinsider.com - Dec 12, 2008   about  AAPL Daring Fireball blogger John Gruber is one of the best-sourced Apple (AAPL) writers on the planet. So when he declares something, we listen. And he seems to be carrying good news for Apple, whose rivals in the PC industry aren't having the best year. The latest: Gruber says Apple's iPod touch and ne... add a comment   |

Recession, Tight Credit Sound Sour Note for Steinway researchrecap.com - Dec 12, 2008   about  LVB A Steinway grand piano is the kind of  high-ticket item that is often purchased with a year-end bonus or on credit. With bonuses smaller or non-existent this year and credit tight, Steinway (NYSE: LVB) could take a hit - or at least Moody’s thinks so. However, there are a couple of positive signs... add a comment   |

DBRS places Bell Canada ratings 'under review with positive implications' network.nationalpost.com - Dec 11, 2008   about  BCE With the BCE privatization deal dead, DBRS announced it has placed its ratings of Bell Canada "under review with positive implications" while maintaining its ratings of BCE Inc. "under review with developing implications." DBRS currently rates Bell Canada issuer rating debt as BB (low), debentures a... add a comment   |

BCE a yield stock again network.nationalpost.com - Dec 11, 2008   about  BCE BCE Inc. wlll once again be a yield stock. With the announcement that that $52-billion leveraged buyout of BCE has officially died, National Bank Financial analyst Greg MacDonald said BCE will soon address the reinstatement on its common share dividend to be recorded on Dec. 15 as well as a share bu... add a comment   |

If Bank Analyst Is Right About Bank Of America (BAC) And Wells Fargo (WFC) No One Seems To Care 247wallst.com - Dec 10, 2008   about  BAC, WFC A leading bank analyst is certain that Wells Fargo (WFC) and Bank of America (BAC) are going to have to raise more money. No one seems to be listening. Both... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] add a comment   |

Bullish but not too bullish on Agnico-Eagle network.nationalpost.com - Dec 10, 2008   about  AEM Despite lowering its base metal price forecasts to reflect recent weakness and its outlook for a slow recovery, RBC Capital Markets remains bullish on Agnico-Eagle Mines Ltd. Analyst Michael Curran hiked his price target on what he called one of the more “growthy” Tier II golds to US$41 from US$... add a comment   |

TSC Ratings' Updates: Allegiant thestreet.com - Dec 09, 2008   about  ALGT, SJI, OZRK Allegiant Travel, South Jersey Industries and Bank of the Ozarks are upgraded; Integrys is downgraded. add a comment   |

Research Primer: Wind Power researchrecap.com - Dec 09, 2008   Although $40-a-barrel oil has taken some of the wind out of the sails of the green energy movement, in the longer term renewables are certain to grow. The International Energy Agency has just released a handy guide to wind power, Renewable Energy Essentials: Wind. The brochure notes that production... add a comment   |

Expect Triple Digit Returns Over the Next Decade runningofthebulls.typepad.com - Dec 08, 2008   According to Merrill Lynch strategist Richard Bernstein, since the 1930s, whenever the return from stocks has been negative over 10 years, equities rose by at least 100% over the following 10.  Via ClusterStock There have been 30 times since the 1930s when the trailing 10-year return on stocks was... add a comment   |

Fitch Concerned About Capital Ratios of Japanese Banks researchrecap.com - Dec 08, 2008   about  MTU Fitch Ratings is raising questions about Japanese banks, especially as Japan’s economy has slid into recession and bank share prices have plummeted. Profits are being crimped by the high cost of credit. From March to September, profits for major Japanese banks was JPY475 billion, or less than ha... add a comment   |

Valuation of CIBC and other banks attractive on fundamentals network.nationalpost.com - Dec 08, 2008   about  CM Fourth quarter bank earnings weren't pretty, but long-term fundamentals remain far more stable than what is currently priced into the market, says TD Newcrest analyst Jason Bilodeau.  "Most operating results were consistent with pretty low expectations while on balance the 'surprise' write-downs we... add a comment   |

US Online Holiday Retail Spending Picks Up Pace researchrecap.com - Dec 08, 2008   about  EBAY, AMZN, OSTK Holiday season retail e-commerce spending has caught up with last year’s pace following unexpectedly strong sales since Thanksgiving, according to the latest data from comScore. For the holiday season through December 5, $14.92 billion has been spent online, essentially the same level compared to... add a comment   |

Moody’s says UK Mortgage Relief Plan May Hurt RMBS researchrecap.com - Dec 08, 2008   Moody’s Investors Service says there may be liquidity and credit implications for UK residential mortgage-backed securities (RMBS) transactions following the UK Government’s decision to underwrite certain deferred mortgage interest payments for up to two years. The basic tenets of the proposa... add a comment   |

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