Financial News from Fast Money from 12/10/2009

Fast Money: CIEN is Among Most Active Stocks in the News Today

We are observing a lot of attention being paid to CIEN in the news, so if you hold the stock you may want to take a look at what is going on.

Ciena Corporation received our Fairly Valued rating in our latest report because the price at the time of the report of $12.58 did not seem out of line with the fundamentals. The price has fallen since then and all other things being equal that makes CIEN more attractive. The Motley Fool CAPS crowd believes this stock will perform generally in line with the benchmark, or in other words the crowd is neutral. We noticed recently that in comparison to all other stocks we analyze in the news; CIEN has received less coverage from the financial media in business television and blogs. A significant sell off of $1.36 is underway right now, so investors in CIEN should pay close attention to the news.

“… I think CIENA after all that volume, it's a buy. > > don't forget to catch jim cramer's interview on "mad money" at the top of the hour. See you back here tomorrow at 5:00 p. ... …”

Slow Month for News Out of CX But Fast Money Mentions Them

There has not been much to report from CX in the last few weeks at least, but Fast Money talked about the stock recently.

Crowd sentiment is favorable on this stock, as measured by the Motley Fool CAPS survey. The Ockham valuation currently has a Fairly Valued stance on CX because it trades within the price range that we would expect given current market conditions and fundamentals. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Cemex SAB de CV ADS has actually sunk a bit in comparison to the others.

“… CEMEX. Final trade after this. In 12 markets, 24 hours a day, all from the same account, and settle in u. S. Dollars or the local currency. …”

Fast Money Discussion of Market Leading Blue Chips Like International Business Machines Corporation

In a recent discussion of economic bellwethers and their market leading position, Fast Money talked about IBM.

Based on our methodology, International Business Machines Corporation should hold some appeal to value investors as we view it as Undervalued. Crowd sentiment is leaning to the bearish side, according to the robust data set collected by the Motley Fool CAPS survey. Ranking all stocks in terms of news coverage offers some interesting data. In the case of IBM, it is getting significantly more attention in recent news coverage than we are used to seeing.

“… The bellwether IBM working on 50 smart grids itself. It's clear that silicon valley sees its second year. > > everybody had been anticipating it. And it lived up to the > > …”

Goldman Sachs Group, Incorporated Crosses Extremely Active News Threshold for the Day, Now on Fast Money

The newswires are burning up right now on Goldman Sachs Group, Incorporated, so check our RazorWire or turn on your TV to see why it is so active in the news.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, GS has been less covered in the news compared to the rest of our universe of stocks. Our valuation of GS has become less favorable recently, and we have seen it necessary to downgrade the stock. Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Goldman Sachs Group, Incorporated will perform just about the same as the index. At Ockham, we are not advising buying Goldman Sachs Group, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals.

“… GOLDMAN SACHS made positive we had the ceo on last night. That's nice night play. > > and we've got a pop for the calm act. …”

Income Investors: A Discussion of WFC and Dividends on Fast Money

For income investors, dividend news is obviously important. WFC's dividends were discussed recently on Fast Money.

When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Wells Fargo & Company has actually sunk a bit in comparison to the others. The Ockham valuation currently has a Fairly Valued stance on WFC because it trades within the price range that we would expect given current market conditions and fundamentals. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards WFC and think that it will generally perform in-line with the S&P 500.

“… moving on to a drop here for WELLS FARGO, down 2%. Tim. > > the whole space wasn't that I think the yield curve is deepening. Good for WELLS FARGO but people are concerned. …”

Interested in WFC? See What the Pundits Said on Fast Money

The latest news from Fast Money on WFC is available through Ockham's news analytics platform RazorWire.

Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Wells Fargo & Company will perform just about the same as the index. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, WFC has been less covered in the news compared to the rest of our universe of stocks. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on WFC.

“… coming up next, why WELLS FARGO was a dog and why fat cats dropped in our list of today's stick around. I always have my eye out for a stock on the move. …”

Lots of News Today on AAPL from Fast Money

Be aware that something important has occurred for AAPL and investors interested in this stock should seek out information in any way possible.

Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards AAPL and think that it will generally perform in-line with the S&P 500. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Apple, Incorporated has actually sunk a bit in comparison to the others. The Ockham valuation currently has a Fairly Valued stance on AAPL because it trades within the price range that we would expect given current market conditions and fundamentals.

“… The third one which you mentioned today is the APPLE. I found it is an excellent lead. APPLE has been fading. The market has been lagging the the marketas been lagging the s ... …”

See More News on KR from Fast Money

News has broken via the television and viral blogs regarding KR, so investors should take an interest in learning what was said.

Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards KR and think that it will generally perform in-line with the S&P 500. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, The Kroger Company has actually sunk a bit in comparison to the others. At present, Ockham has a valuation stance of Undervalued on KR, as we could see significant price appreciation based on current fundamentals like cash earnings and revenue.

“… I would point to last week's earnings from KROGER. Even grocery stores don't have a pricing power. Think that's a problem. Disinflation, think, is a reason to fade. …”

Stay Current on TROW's News on Fast Money

The latest news from Fast Money on TROW is available through Ockham's news analytics platform RazorWire.

As of this week's report, we have an Overvalued valuation on TROW because the price has gotten too high to be justified by the fundamentals. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards TROW and think that it will generally perform in-line with the S&P 500. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, T. Rowe Price Group, Incorporated has actually sunk a bit in comparison to the others.

“… pet TROW started trading in the middle part of. You could have put these trade on. > > let's ask you the viewer what you think is the best sector for the next decade. …”

DIS News Mentioned on Fast Money Recently

News has broken via the television and viral blogs regarding DIS, so investors should take an interest in learning what was said.

We noticed recently that in comparison to all other stocks we analyze in the news; DIS has received less coverage from the financial media in business television and blogs. Crowd sentiment is leaning to the bearish side, according to the robust data set collected by the Motley Fool CAPS survey. The Walt Disney Company receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals.

“… Everybody's looking at DISNEY and they talked about DISNEY wasn't going to be able to move, meanwhile their ads are coming if aol proves they've got the content to deliver, maybe ... …”