Financial News from Fast Money from 1/5/2010

See Who is Talking About News from BG on Fast Money

The latest news on Fast Money in regards to BG came through on RazorWire recently.

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

“… if mosaic is going lower, buy BUNGE, bungee, whatever it is. This time it's going higher. > > BUNGE. Thanks so much for watching. See you tomorrow. …”

Fast Money: Topics Include Emerging Markets and CHL

For growth, there is nowhere growing more rapidly than emerging markets. Recently, Fast Money talked about emerging markets and their impact on China Mobile Limited.

China Mobile Limited receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. We noticed recently that in comparison to all other stocks we analyze in the news; CHL has received less coverage from the financial media in business television and blogs. Due to deterioration in our valuation, we downgraded CHL as of Sunday, January 03, 2010. Crowd sentiment is leaning to the bearish side, according to the robust data set collected by the Motley Fool CAPS survey.

“… 3g, CHINA MOBILE with 20 times the coverage in china they had 12 months ago. Chl. Want to buy it. > > somewhere in the middle figuring out if the dollar is going up or down, ... …”

BP PLC - Shs American Deposit.Receipt Repr.6 Shares Was Talked About by Fast Money

The latest news from business television and influential blogs is always available through Ockham's RazorWire, and this news is in relation to BP PLC - Shs American Deposit.Receipt Repr.6 Shares.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, BP 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 BP. The Motley Fool CAPS data suggests that investors believe BP PLC - Shs American Deposit.Receipt Repr.6 Shares will beat the market in the foreseeable future.

“… But this stock you got to like everything seems to be working I like the direction of BP. > > I love it, too. That's a name that 20% of the another name going into emerging ... …”

BP's Dividends Mentioned by Fast Money

Dividends are a management decision and can be seen as a signal of strength or weakness depending on the latest news. RazorWire captured a discussion of BP's dividends recently on Fast Money.

When taking into account the amount of news coverage each stock normally sees as a percentage of the total, BP PLC - Shs American Deposit.Receipt Repr.6 Shares has actually sunk a bit in comparison to the others. 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 BP because it trades within the price range that we would expect given current market conditions and fundamentals.

“… Pete, BP. > > this is a stock that we bring up a lot on the show and talk about it for the dividend yield. They have an incredible cash flow business right now. …”

BCS's Debt Load is the Topic on Fast Money

In the aftermath of the credit crisis, debt is a key area investors should understand. A recent news story on Fast Money talks about BCS's debt load.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, BCS 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 BCS. Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Barclays PLC ADR will perform just about the same as the index.

“… BARCLAYS upgraded their story. About improving liquid irrelevant and leverage and commercial presence few can > > palm shares pop. > > …”

Debt a Topic of Conversation for HSBC Holdings plc ADS on Fast Money

In the aftermath of the credit crisis, debt is a key area investors should understand. A recent news story on Fast Money talks about HBC's debt load.

At Ockham, we rank each stock by the amount of news coverage we see from RazorWire news analytics, and HSBC Holdings plc ADS has not seen a major ranking change recently. As of this week's report, we have an Overvalued valuation on HBC because the price has gotten too high to be justified by the fundamentals. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see HSBC Holdings plc ADS underperforming.

“… HSBC was a pop. > > barclays upgraded their story. About improving liquid irrelevant and leverage and commercial presence few can > > palm shares pop. > > …”

Look Out for Berkshire Hathaway Class B: Its Very Active in the News

Something important is going on with BRKB today, as it is getting a lot of attention on business television and influential blogs.

As for Ockham, we think that this stock is clearly out of line with historical fundamental valuation ranges and thus we have stamped it with our Greatly Overvalued rating as of this week's report. Ranking all stocks in terms of news coverage offers some interesting data. In the case of BRKB, it is getting significantly more attention in recent news coverage than we are used to seeing.

“… 4 billion offer for chocolatemaker cadbury but hit a roadblock as BERKSHIRE HATHAWAY voted against the proposal. Will someone else step into this butter finger battle. …”

Fast Money: What is Happening with Qualcomm, Incorporated Now?

As always, the latest news on QCOM is available to Ockham clients through RazorWire, and it was mentioned recently on Fast Money.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, QCOM has been less covered in the news compared to the rest of our universe of stocks. The Motley Fool CAPS data suggests that investors believe Qualcomm, Incorporated will beat the market in the foreseeable future. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on QCOM.

“… It's also as thin as my smartphone and like my smartphone it has allday battery life because it used a low-power QUALCOMM processor. > > sorry to interview. …”

Fast Money Takes on Topic of Shorting as well as Discussion of GS

Short selling and Goldman Sachs Group, Incorporated were part of the discussion on Fast Money, and investors both long and short will be interested in their discussion.

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. 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.

“… The guy at GOLDMAN SACHS said, no, he put them on the conviction buy list today. Their valuations are fair. There's a huge short interest. …”

Bullish/Bearish: Sentiment and RSH Discussed on Fast Money

Sentiment and investors' opinions on RSH were covered on Fast Money recently and RazorWire has captured the news segment.

When taking into account the amount of news coverage each stock normally sees as a percentage of the total, RadioShack Corporation has actually sunk a bit in comparison to the others. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see RadioShack Corporation underperforming. The Ockham valuation currently has a Fairly Valued stance on RSH because it trades within the price range that we would expect given current market conditions and fundamentals.

“… Maybe it was their clever holiday ads that made goldman sachs so bullish on RADIO SHACK added to the conviction buy list sending shares higher by more than 8%, a new 52-week high. …”