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  • 7:34 AM JPMorgan lines up a $45 price target on Vivus (VVUS) in the wake of the company's FDA panel recommendation for approval for its weight-loss drug. Analysts with the firm keep an Overweight rating in place, saying "we would still be buyers here given the magnitude of the vote." Shares +115.7% premarket to $22.75. Comment!
  • 7:12 AM Deutsche Bank warms up to the prospects that the Pringles buy can bring to Kellogg (K) with an upgrade to a Buy rating and an improved price target of $57. Analysts with the firm say that although Pringles will require investment spending with modest cash charges, they see see global snacks as "compelling" and eventually helping increase the company's long-term revenue and profit. Comment!
  • 22 Feb, 5:10 PM As interest surges and money flows into ETFs, where's the sell-side analyst coverage? Josh Brown: "ETFs make up 30%-40% of all daily volume in the markets, and yet they are only 'covered' by Morningstar and a handful of blogs... A million analysts analyzing the same 500 stocks based on the same metrics and coming to the same conclusions - what a waste." Comment!
  • 22 Feb, 3:56 PM Citigroup's economic surprise index remains at a very high level (meaning the news has been mostly good over the past weeks). If history is any guide, the news is about to turn worse as this read is as mean-reverting as they come. Maybe of most interest is the refusal of the 10-year Treasury to play along - past correlations imply today's yield should be around 5%! Comment!
  • 22 Feb, 2:07 PM Yum Brands (YUM +0.2%) and McDonald's (MCD +0.1%) remain a favorite of traders who remain undaunted by the 52-week highs that both stocks etched out recently or their exposure to China. Even if China's economy stumbles, a huge migration into large cities by the population bodes well for low-cost eateries, reasons Stephen Weiss of Short Hills Capital. 2 Comments
  • 22 Feb, 1:53 PM Lions Gate (LGF +2.2%) makes another 52-week high thanks to an upgrade to Buy from Miller Tabak. Like Jim Cramer, Miller sees the upcoming release of The Hunger Games giving Lions Gate's bottom line and stock price a boost, and the same goes for its pending acquisition of Summit Entertainment. Comment!
  • 22 Feb, 1:45 PM A better measure of Americans' confidence in the economy?: The Original Tooth Fairy Poll reveals that the average gift from the Tooth Fairy dropped 16.7% to $2.10 last year. A chart of the Tooth Fairy Index overlayed with the DJIA shows that kids fare better when the stock market is rising. Comment!
  • 22 Feb, 12:14 PM Brean Murray reiterates a Buy on TiVo (TIVO +1.1%) ahead of tomorrow's FQ4 report. The firm expects TiVo's subscriber growth to accelerate, with 280K new licensed subs bringing its annual run rate above 1M. Moreover, Brean predicts new deals with pay-TV providers will result in gross adds of 2M for FY13, and sees a recent licensing deal with AT&T boosting TiVo's balance sheet and bottom line. Comment!
  • 22 Feb, 10:28 AM YM Biosciences (YMI +6.3%) gets a boost from postitive comments out of Wells Fargo this morning, saying that recent weakness has created a buying a opportunity in the stock. Wells believes investors are failing to recognize the potential of the company's lead drug as both a treatment for myelofibrosis as well as other applications. Comment!
  • 22 Feb, 9:54 AM Sterne Agee, Needham, and Citi are downgrading Dell (DELL -5.8%) following yesterday's FQ4 miss and weak guidance. Sterne sees Dell's PC business suffering at the hands of Apple (AAPL), Acer, and H-P (HPQ), while Citi doesn't expect Dell's soft gross margin to improve in FQ1. Staying bullish is Deutsche, which thinks Dell's current woes are due to near-term hard drive and government spending issues. (transcript) Comment!
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    Thu, Feb 23• SA Editor Miriam Metzinger • NKE, VFC, LULU • Comment!
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    Thu, Feb 23• SA Editor Miriam Metzinger • AKRX, REGN, UNH • Comment!
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    Wed, Feb 22• SA Editor Miriam Metzinger • RL, VFC, NFLX • 1 Comment
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    Wed, Feb 22• SA Editor Miriam Metzinger • AAPL, RIMM, WYNN • 1 Comment
  • Cramer's Lightning Round - 4 Hugely Valuable Growth Stocks (2/16/12)
    Fri, Feb 17• SA Editor Miriam Metzinger • MWE, NKE, SLRC • 3 Comments
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    Thu, Feb 23• Kapitall • CENX, CPE, DK • Comment!
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