Blogs about GLW - Stockpickr! Your Source for Stock Ideas

Blogs about GLW

Blogs	Description	Date Updated
LCD Panel Glut? UBS Says Oversupply Could Hurt Corning	The LCD panel industry is headed for an oversupply situation in 2009, UBS analyst Sean Kim warned today. He contends a 54% capital spending hike by the industry this year is going to lead to an over-abundance of capacity in 2009. Kim’s colleague Nikos Theodosopoulos this mornings trimmed his estimates on Corning (GLW) over the supply concerns, which he notes logically will lead to pressure on LCD glass pricing. He now sees glass prices down 10.1% next year and 10.3% in 2010; he had previ...	June 27, 2008
Fast Money Recap	Word On The Street WORD VIDEO HERE Dennis Gartman Take The traders spoke with Dennis Gartman, author of The Gartman Letter about what he thinks the Federal Reserve will do next with interest rates. Gartman said the Fed will not raise rates because we are moving into an election year in November. He said the country needs a strong dollar, but the policy makers need to start taking action instead of paying lip service. Gartman said the action in oil today was very bearish after crude set a record...	June 16, 2008
AUO: AU Optronics Should Display Strong Returns	My latest column is up at RealMoney. In a normal economy, shares of Au Optronics (AUO) would be rising as fast as the company’s sales. Instead, sales and cash flow are zooming, and the company has been topping estimates by a wide margin, but shares keep moving sideways and now trade for less than 5 times projected EPS. In time, look for shares to catch up with the growth metrics. AU Optronics makes thin film transistor liquid crystal display (TFT-LCD) panels and other flat-panel displays, ...	June 16, 2008
Jim Cramer’s Game Plan	Jim Cramer told fans of his “Mad Money” TV show Friday that his game plan for next week depends on the Standard & Poor’s proprietary oscillator. Cramer explained that when the oscillator hits +5 its a signal to sell stocks and when it reads -5 its time to buy. Cramer said Friday’s signal was -6 which means its time to buy stocks. He told investors now is the opportunity to buy beaten-down stocks like bank names Wells Fargo (WFC) and JP Morgan (JPM), however he would a...	June 13, 2008
Analyst initiations: INTC, GLW, BTUI and RMG	Filed under: Intel (INTC), Corning Inc (GLW), Analyst initiationsMOST NOTEWORTHY: Corning, BTU International and RiskMetricks were today's noteworthy initiations: ThinkPanmure believes Corning (NYSE: GLW) is well-positioned to benefit from increased penetration of LCD panels into televisions, flat panel monitors, notebooks, and mobile handsets. Shares were initiated with an Accumulate rating and $31 target. Thomas Weisel said BTU International (NASDAQ: BTUI) is seeing strong order ...	June 10, 2008
Jim Cramer’s Lightning Round	Bullish Plum Creek Timber (PCL), Vaalco Energy (EGY) and Corning (GLW). Bearish Zale Corp (ZLC), Wachovia (WB), Ambac Financial Group (ABK) and Himax Technologies (HIMX). Join the fastest growing community of small cap investors at Stockhideout.com...	June 05, 2008
Corning (GLW): Profits on display	Filed under: Corning Inc (GLW), Stocks to BuyReaders of this space know that my investment bias is toward large-cap companies with demonstrated business models and which have a competitive advantage in established markets, preferably with a favorable global trend as a support. In general, turnaround and business model change plays are avoided, but there are exceptions to the rule, and one is Corning. Corning Inc. (NYSE: GLW), once a reliable but slow-growth kitchenware and cookware company, t...	June 03, 2008
Fast Money Recap	Word On The Street WORD VIDEO HERE Subprime Slime KeyCorp (KEY) fell 12% Wednesday after the announced it underestimated its exposure to subprime loans. Is the subprime slime spreading into regional banks? Finerman thinks that is the case. She explained that regional banks were priced out of the single family mortgage business by Countrywide, so they started opening up construction lending, which turned out to be a bad idea. Finerman pointed out it might be to early to start shorting the banks t...	May 28, 2008
Tech expert tunes in to LCD makers	Filed under: International markets, China, Newsletters, Corning Inc (GLW), Stocks to BuyTechnology sector specialist Mark Mowrey sees upside in two stocks poised to benefit from increased LCD TV sales. Here, the editor of The Prudent Speculator TechValue Report looks at AU Optronics (NYSE: AUO) and Corning (NYSE: GLW). "Showing big gains in the world of video, LCD TV panel maker AU Optronics reported revenue of $4.5 billion in its first quarter, marking a 12.1% quarter-over-quarter decline that...	May 22, 2008
Jim Cramer's Mad Mail	Brian writes, "New York Stock Exchange (NYX) reported what seemed to be a good quarter and it has not really reacted. It seems to be dead in the water again. What will it take for this stock to finally get some positive recognition and rally? Also, what are the chances that you will be in Iron Man 2? Love the show. It’s the best thing on TV!" Cramer told the viewer he still likes NYX, but he would wait for a pullback to the low $60s before buying. Eileen writes, "I recently purchased an HD TV ...	May 20, 2008

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