Blogs about CY - Stockpickr! Your Source for Stock Ideas

Blogs about CY

Blogs	Description	Date Updated
Fast Money Recap	Word On The Street WORD VIDEO HERE Financial Take Lee turned the conversation towards the financial complex. Karen Finerman said investor shouldn’t try to be a hero in Lehman Brothers (LEH). She said her hedge fund is still short some of the big banks like Capital One Financial (COF), Wells Fargo, BB&T and Wachovia (WB). Finerman said more pain is coming for the financial stocks. Macke explained the Wells Fargo news is scary because it proves the banks can’t raise capital. Oil Moves Next...	September 04, 2008
CNBC: SunPower CEO Calls PG&E Contract “Fantastic”	On CNBC this afternoon, the chief executive of solar technology provider SunPower (SPWR), Thomas Warner, called the contract with California utility PG&E, announced yesterday, “fantastic.” Asked by CNBC’s Melissa Lee whether the deal would be accretive to earnings, Warner said, “Yes, absolutely,” and then went on to add, “Just to give you an idea of the scale, this is as big as the entire output of the company this year, so it is a huge contract.” ...	August 15, 2008
Maxim: Analysts Mull Depth of September Q Slowdown	Maxim Integrated Products (MXIM), which makes analog semiconductors for a variety of markets, last night reported tentative sales for the June-ending fiscal fourth quarter that beat estimates, but there’s a lot of guess work on the Street, as full results are stalled pending a stock-options investigation at the company. Sales of $501.3 million were just above estimates of $500.8 million. The revenue forecast for the fiscal first quarter ending in September is light, with a projected range ...	August 08, 2008
Exponential Volume Surge In SIMTEK (SMTK)	We are seeing a massive surge in trading volume at Simtek Corp. (NASDAQ: SMTK). The company is being acquired by Cypress Semiconductor (NYSE: CY) in a $46 million aggregate transaction. The offer is a cash tender structure at $2.60 per share and is expected to close in the fourth quarter of the year. Cypress does already own about 4% of Simtek via a marketing relationship it holds where it has been marketing and licensing Simtek’s technology since early 2006. This is a huge deal fo...	August 04, 2008
Mailbag: Using Green for Green Stocks	Filed under: General Electric (GE), Cypress Semiconductor (CY), Commodities, Trina Solar ADS (TSL), Suntech Power Hldgs ADS (STP), Zoltek Co (ZOLT), Green StocksMinyanville's Sean Udall dares to share the kind of keen insight and actionable information you won't find in any prospectus. Here he answers a reader's burning question about "green" stocks. For more original thought, visit www.minyanville.com. Professor Udall, Do you have any opinions on Zoltek Companies, Inc...	June 19, 2008
Option Update: Indian technology companies rally on tax holiday extension	Filed under: Analyst reports, India, OptionsInfosys (NASDAQ: INFY), an Indian computer services provider, closed at $46.77 Tuesday. Stifel Nicolaus says: "Raising estimates due to tax holiday extension; maintain Hold." INFY overall option implied volatility of 42 is near its 26-week average according to Track Data, suggesting non-directional risk. Satyam Computer Services (NYSE: SAY), an technology solution provider based in India, closed at $27.21 Tuesday. Stifel Nicolaus says: "We are r...	June 04, 2008
Merrill Downgrades SunPower, Evergreen on German Subsidy Fears; Keeps First Solar at Buy	Shares of solar power technology firms are tanking following a note from Merrill Lynch analyst Mark Heller cutting his rating on SunPower (SPWR) and Evergreen Solar (ESLR) from “Neutral” to “Sell” because Germany’s government may cut subsidies for solar by as much as 25%. Subsidies are currently necessary to goose investment in solar power in many countries. According to the Bloomberg account of things, Heller thinks analysts’ expectation of a 16% cut is too l...	May 29, 2008
Fast Money Recap	Word On The StreetWORD VIDEO HERERetail TradeIS the retail sector worth a short-term trade considering the bullish action in the sector of late? Kohl's (KSS) and Nordstrom (JWN) are set to report earnings on Thursday. Macke said traders could get long KSS and JWN ahead of their reports. He thinks both firms will report decent numbers and the stocks should pop. Adami advised investors if they trade KSS make sure to be out by Friday. Finerman disclosed her hedge fund has sold out of Children's Pla...	May 14, 2008
Fast Money Recap	Word On The StreetGoogle (GOOG) crushed Wall Street estimates and the stock exploded higher by over $70 in after-hours trading. Macke admitted he blew the call when earlier in the day he told investors on CNBC he wouldn't buy the stock. He said if he was long it into earnings now he would be selling some and stick with stocks like Wal-Mart (WMT). Adami said Google is a proxy for the S&P 500 and he thinks the big jump could propel the index higher back to 1410. Macke said he doesn't think G...	April 17, 2008
AMD: Borat Finance - Ish no think so ...	Filed under: Earnings reports, Apple Inc (AAPL), Cisco Systems (CSCO), eBay (EBAY), Advanced Micro Dev (AMD), QUALCOMM Inc (QCOM) Advance Micro Devices Earnings (NYSE: AMD) are due out after the bell, April 17, 2008. (Click for AMD News). Investors are starting to wonder if AMD is an Acronym for: All Most Dead?Ever since Intel (NASDAQ: INTC) announced that it had plans to partner with Apple (NASDAQ: AAPL), there has been a steady and rather disconcerting direction seen for Advanced Micro Device...	April 17, 2008

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