Blogs about SY - Stockpickr! Your Source for Stock Ideas

Blogs about SY

Blogs	Description	Date Updated
Scouring The Globe For New Leadership	It’s not really that hard. I have never actually had to scour. I grab the weekend Investor’s Business Daily and spend a few minutes checking my Twitter feed and StockTwits.com . Horrific markets are the best time to do some work. In good markets, there is so much working that you are supposed to do more sitting than anything else. The really good stocks get very crowded and volatile in shitty markets and the gems get ignored. I don’t have the resources or conviction to bet ...	August 04, 2008
Sybase CEO Chen Says No Slowdown From Macro Issues	Sybase (SY) CEO John Chen says the company is not seeing any meaningful slowdown in its business from the current economic slowdown. And you can see that in the company’s June quarter numbers, which as noted earlier were above Street expectations at both the top and bottom lines. In an interview with Tech Trader Daily this afternoon, Chen said the company is seeing stronger business internationally than domestically, but that there has been no dramatic slowdown in the U.S. He notes that t...	July 23, 2008
Sybase: Q2 Revs, EPS Tops Street; Stock Rallies	Sybase (SY) reported better-than-expected Q2 results. For the quarter, the company posted revenue of $282.7 million and non-GAAP EPS of 49 cents a share, well ahead of the Street consensus of $262.5 million and 43 cents. For Q3, Sybase sees revenue of $270 million to $275 million and non-GAAP profits of 48-50 cents a share, ahead of the Street at $269.3 million and 48 cents. Sybase sees full year revenue of about $1.11 billion and non-GAAP profits of $1.98-$2 a share, about in line with the Stre...	July 23, 2008
Monday's Upgrades and Downgrades	UPGRADESMicrochip (MCHP)- AmTech Research Hold » Buy McKesson (MCK)- Leerink Swann Mkt Perform » Outperform Houston Wire & Cable (HWCC)- William Blair Mkt Perform » Outperform ITT Educational (ESI)- William Blair Mkt Perform » Outperform AMR Corp (AMR)- Soleil Sell » Buy Beazer Homes (BZH)- UBS Sell » Neutral Apollo Group (APOL)- Credit Suisse Neutral » Outperform Pepsi Bottling (PBG)- JP Morgan Underweight » Neutral Fifth Third (FITB)- Keefe Bruyette M...	June 23, 2008
Sybase: Bank of America Downgrades On Valuation	Bank of America’s Kirk Materne this morning cut his rating on Sybase (SY) to Neutral from Buy, while maintaining his $33 price target. He notes that the stock through yesterday was up 27% year to date, versus a 7% decline for the Nasdaq Composite. Materne writes in a research note that many of the potential catalysts for the stock have played out. Materne adds that he remains positive on the company’s fundamentals, but that further upside in the stock is more dependent on revenue out...	June 20, 2008
Special Situations Real Money Portfolio April 2008 Update	The Special Situations Real Money Portfolio continued to struggle in April. On April 30, 2008, the portfolio ended with a balance of $13,957.69. This is down from the March closing balance of $14,362.01. Year-to-date, the portfolio is down 12.58%. However, the overall return is a positive 39.58%. On an annualized basis, the Special Situations Real Money Port had a 16.29% internal rate of return since inception (as of April 30, 2008). The only transaction in April was the tendering of 80 shar...	May 14, 2008
Special Situations Real Money Portfolio March 2008 Update	The Special Situations Real Money Portfolio is a Coverdell Educational Savings Account that invests in stock workouts and other special situations. I created this account on October 19, 2004 as an experiment in arbitrage investing, and I’ve been writing about the portfolio here at Fat Pitch Financials ever since. At the end of the first quarter of 2008, the Special Situations Real Money Port closed with a balance of $14,362.01. The portfolio is down 9.96% since the beginning of the y...	April 08, 2008
Sybase Readies the iPhone for Corporate Email Competition	Take a look at this Flash demo of an Apple (AAPL) iPhone running corporate email mainstay Lotus Domino and Microsoft (MSFT) Exchange using Sybase (SY) technology....	March 14, 2008
Sandell Asset To Sybase (SY): Sandell Wants A Buyback, Spin-Off Or Sale	In a 13D filing Friday on Sybase, Inc. (NYSE: SY), Sandell Asset Management disclosed a 6% stake in the company and urged the company to pursue various options to improve shareholder value including (i) aggressive use of balance sheet to repurchase shares, (ii) IPO and spin-off 100% of mobility segment and (iii) sale of the Issuer in whole or in part.In a presentation to Sybase, disclosed in the filing, Sandell commented on the three recommended options:(i) For the share buyback, Sandell said as...	October 12, 2007
Through The Fly's Eyes: Rumor Mill	from Tedd Cohen of Theflyonthewall.comRumor Round-upYes, it’s June already, and as the heat begins to rise, so does rumor rage.PACKETEER (PKTR)On the block? If some investors have their way it is. The developer of wide area network (WAN) Application Optimization systems expects first quarter revenues to fall about 20% from the fourth quarter’s $42.7M. Leading the insurgency is “activist investor” Elliott Associates which holds 6.3% of the shares. In a letter to the firm’s board, Ellio...	June 01, 2007

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