Wednesday, January 8, 2014

Voices and Visions:Investing 2014

RBC Capital Markets has issued upgrades on Yum Brands and Johnson and Johnson,raising the price target of JNJ to 104.00.The chatter out of China,where Yum Brands has a major presence, has been positive at this point,said CNBC host Jim Cramer.*
Euro zone unemployment has remained steady at 12.1%.*
The Greek stock market is up 10% on the year,and Greece is taking over the presidency of the European Union.*
Compared to Twitter,Facebook trades at 19 times trailing sales,while Twitter trades at 58 times.If it comes in and expectations check out,we'll definitely own it again,said Dan Niles of AlphaOne Investments.*
Cantor Fitzgerald has downgraded Twitter to a sell.Youssef Squali of Cantor Fitzgerald adds that it is almost impossible for Twitter management to hit those numbers in the time frame investors are expecting.That's the reason for the downgrade.With Facebook,revenues actually increased the first year.
Even adjusted for growth,Twitter doesn't make it.Frankly,I would hate to be Twitter CFO right now,having to report earnings in a month's time.*
Alan Mulally says he is staying at Ford,not moving over to Microsoft to replace the retiring Steve Ballmer as CEO.*
Alcoa kicks off earnings season with its Q4 report today,Thursday.*
We are gonna run through all this liquidity,said Jerry Castellini of Castleark Management.We need to pull this liquidity off,or it's gonna run into inflation by year end.
Castellini is long the consumer,energy and industrials.*
Yum Brands(YUM),Facebook(FB),Twitter(TWTR),Alcoa(AA)
Labels:Castelark Management,Microsoft,Alan Mulally,Ford Motor Company,Twitter,Facebook,Greece,Euro zone,China,Yum Brands,Johnson and Johnson,Jim Cramer,CNBC

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