Blogs about BRNC - Stockpickr! Your Source for Stock Ideas

Blogs about BRNC

Blogs	Description	Date Updated
Industry Ranks April 2008	Okay, here are my industry ranks for April 2008. Please remember that my model can be used in value mode (the green zone) or in momentum mode (the red zone). I usually just stick to the green zone, but this time I included a few red zone ideas. So, this time I added in technology companies, insurance, industrial and healthcare companies. Yeah, I know that’s a lot, and my results reflected that — usually I have just 20 or so companies from the screen, but this time it is 80+. Oh,...	April 10, 2008
Monday's Upgrades and Downgrades	UPGRADESSunpower (SPWR)= Janco Partners Accumulate » Buy THQ Inc (THQI )=Janco Partners Accumulate » Buy Elizabeth Arden (RDEN)= Wedbush Morgan Hold » Buy AVX Corp (AVX)= AmTech Research Sell » Buy Canadian Natrl Res (CNQ)= CIBC Wrld Mkts Sector Perform » Sector Outperform XL Capital (XL)= Stifel Nicolaus Hold » Buy Centurytel (CTL)= Stifel Nicolaus Hold » Buy Astoria Fincl (AF)= Stifel Nicolaus Sell » Hold Ctrip.com (CTRP )= Piper Jaffray Neutral » Buy...	January 28, 2008
Analyst downgrades: RDS.A, SOFO and T	Filed under: Analyst upgrades and downgrades, AT and T (T)MOST NOTEWORTHY: Royal Dutch Shell, Sonic Foundry and AT&T were today's noteworthy downgrades: JP Morgan downgraded shares of Royal Dutch Shell (NYSE:RDS.A) to Underweight from Neutral as they expect investors to remain cautious on the company's long-term prospects and a lack of growth catalysts. Merriman lowered Sonic Foundry (NASDAQ:SOFO) to Neutral from Buy following the weak Q1 results, to reflect the weak Enterprise ...	January 25, 2008
Miscellaneous Musings on Our Manic Markets	1) I had another good day today, but my body is telling me otherwise. As I wrote at RealMoney: David Merkel Two Positive Surprises; Two Things I Don’t Do 1/24/2008 3:11 PM EST Two more news bits. I don’t buy for takeovers, but today Bronco Drilling got bought out by Allis-Chalmers Energy. (Now I have three open slots in the portfolio.) I also don’t buy to bet on earnings. But I will ignore earnings if I feel it is time to buy a cheap stock. With yesterday’s...	January 25, 2008
Notable Mergers and Acquisitions of the Day 1/24 (ALY, BRNC, GE, GSIC)	StreetInsider.com Notable Mergers and Acquisitions of the Day: Allis-Chalmers Energy Inc. (NYSE: ALY) has entered into a definitive merger agreement for the acquisition of Bronco Drilling Company (NASDAQ: BRNC). The merger agreement provides that at the effective time of the merger, stockholders of Bronco Drilling will receive merger consideration with an aggregate value of approximately $437.8 million, comprised of (a) an aggregate of $280.0 million in cash and (b) Allis-Chalmers common s...	January 24, 2008
Pre-Market Stock News (May 8, 2007)	(AHCI) Allied Healthcare $0.04 EPS vs $0.05e.(AKS) AK Steel reportedly getting a $40 per share bid from Arcelor Mittal; AKS up 18% pre-market.(AMZN) Amazon.com has noted that it has already received more than 1 million pre-orders even with more than 75 days to the release.(BDY) Bradley Pharmaceuticals announced its non-executive Chairman is stepping down.(BRNC) Bronco Drilling $0.44 EPS vs $0.53e.(CBB) Cincinnati Bell $0.08 EPS vs $0.08e. (DYN) Dynegy $0.03 EPS vs $0.03e; it sees 2007 operating ...	May 08, 2007
Taking a Few Lumps in April	My broad market portfolio did well in absolute terms in April but trailed the S&P 500 for the month by a little; I’m still leading the S&P 500 for the years by a decent margin. Some of it boiled down to selling ABN Amro too soon, and hanging onto Barclays and Royal Bank of Scotland. I followed my ordinary valuation rules that have protected me well in the past; they will protect me well in the future as well. You can’t win them all, but you can reduce risk. That&rsquo...	May 02, 2007
Analyst initiations 4-27-07: BBBY, ETH, PIR and WSM	Filed under: Before the bell, Bed Bath and Beyond (BBBY), Analyst initiationsMOST NOTEWORTHY: Four specialty retailers initiated at FTN Midwest were today's most noteworthy moves in the market: FTN Midwest initiated shares of Ethan Allen Interiors Inc (NYSE: ETH), Pier 1 Imports (NYSE: PIR) and Bed Bath & Beyond Inc (NASDAQ: BBBY) with Neutral ratings and Williams-Sonoma Inc (NYSE: WSM) with a Buy rating. OTHER INITIATIONS: BMO Capital started Bronco Drilling Co (NASDAQ: BRNC),...	April 27, 2007
Cemex Cements The Deal	Cemex finally achieves it great ambition of becoming the world’s largest cement company by market capitalization with its acquisition of Rinker. Holcim and Lafarge slip behind Cemex. Cemex is still cheap in my opinion, and will wrench cost savings out of Rinker. The US authorities have already passed on the deal, telling Cemex what they must divest. The market rendered its own verdict, sending both Rinker and Cemex up in price. That’s a good sign for the future. Today was a...	April 11, 2007
Final Step and My Portfolio Decisions	Here’s the final list that I worked with in making my trades. Working up from the bottom of my list, I decide on what to sell. If I’m not selling something that rates low on my quantitative screen, I have to have an explanation as to why I am keeping it. What I’m not Selling St. Joe – This doesn’t score well. The idea here is the land is considerably more valuable than the share price would indicate. SPX Corp, Sara Lee – These are still in turnaround mode. Metrics don’t...	March 19, 2007

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