Financial News from Power Lunch from 2/2/2010

Recap of "Power Lunch" - 2/2/10

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Ockham's daily Recap of Power Lunch.

Listed below are stocks that were mentioned in CNBC's Power Lunch on Tuesday February, 2nd.

As the name suggests, CNBC’s Power Lunch comes on midway through the trading day. Anchors Bill Griffith, Sue Herera, Dennis Kneale and Michelle Curoso-Cabrera, often taping on location at some of the sites where the news happens, bring a recap of the markets and economy through the first half of the day. Below are the stocks that were mentioned on Power Lunch, which runs from 12 pm until 2pm ET.

Want to know everything that was said on Power Lunch? Then you have to watch it. Visit CNBC for show times and channel guides.

CNBC - Power Lunch Stock Commentary for 2/2/2010

The most recent Stocks on Financial TV & Blogs from impactful financial news sources
Power Lunch

See More News on AXP from Power Lunch

American Express Company is one of the thousands of companies that Ockham has news analytics on, and it was recently discussed on Power Lunch.

At the current price, value investors will want to look elsewhere for a buying opportunity as this stock has heated up and is currently Overvalued. Ranking all stocks in terms of news coverage offers some interesting data. In the case of AXP, it is getting significantly more attention in recent news coverage than we are used to seeing. The Motley Fool CAPS crowd believes this stock will perform generally in line with the benchmark, or in other words the crowd is neutral.

“… Merck, general electric, jpmorgan, AMERICAN EXPRESS, financials, hope looms eternal. > > g. E. Leading the way up 3. 5%. …”

Power Lunch

JPM Having an Active Day in News, Now on Power Lunch

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

Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards JPM and think that it will generally perform in-line with the S&P 500. The Ockham valuation currently has a Fairly Valued stance on JPM 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, JPMorgan Chase & Company has actually sunk a bit in comparison to the others.

“… Merck, general electric, JPMORGAN, american express, financials, hope looms eternal. > > g. E. Leading the way up 3. 5%. …”

Power Lunch

News Developing on Power Lunch for GE

The latest news on Power Lunch in regards to GE came through on RazorWire recently.

At present, Ockham has a valuation stance of Undervalued on GE, as we could see significant price appreciation based on current fundamentals like cash earnings and revenue. In comparison to the other stocks that we follow, General Electric Company has seen more discussion in relation to its normal ranking among the group. Be aware that the news sources we track are focusing on this stock more often these days. Crowd sentiment is favorable on this stock, as measured by the Motley Fool CAPS survey.

“… Merck, GENERAL ELECTRIC, jpmorgan, american express, financials, hope looms eternal. > > g. E. Leading the way up 3. 5%. …”

1:49P, Feb. 02,2010 AA $13.80 Alcoa Inc.
Power Lunch

Notice a Discussion Covering AA Appeared Recently in the Financial News

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

In comparison to the other stocks that we follow, Alcoa Inc. has seen more discussion in relation to its normal ranking among the group. Be aware that the news sources we track are focusing on this stock more often these days. As of this week's report, we have an Overvalued valuation on AA because the price has gotten too high to be justified by the fundamentals. Crowd sentiment is favorable on this stock, as measured by the Motley Fool CAPS survey.

“… ALCOA, up $13. Merck, general electric, jpmorgan, american express, financials, hope looms eternal. > > g. E. Leading the way up 3. 5%. …”

Power Lunch

Honda Motor Company, Limited News Appeared on Power Lunch

The latest news from Power Lunch on HMC is available through Ockham's news analytics platform RazorWire.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, HMC 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 Honda Motor Company, Limited will beat the market in the foreseeable future. At Ockham, we are not advising buying Honda Motor Company, Limited at the current price level because according to our methodology it is not supported by the fundamentals.

“… 4% as we adjust and then we have a slight increase for HONDA. Those are all of the auto sales. First on cnbc today on the closing bell, we'll be talking with susan dougherty, ... …”

Power Lunch

TM Is Among the Five Most Talked About Stocks in the News Today

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

As of this week's report, we have an Overvalued valuation on TM 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 TM 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, Toyota Motor Corporation ADS has actually sunk a bit in comparison to the others.

“… TOYOTA, down 8% adjusted. So you can clearly see, there's a disconnect there, TOYOTA hurt in some regard because of all of the controversy regarding unintended acceleration and ... …”

1:45P, Feb. 02,2010 TIF $41.98 Tiffany & Co.
Power Lunch

Tiffany & Co. News is Being Covered Right Now on Power Lunch

Tiffany & Co. is one of the thousands of companies that Ockham has news analytics on, and it was recently discussed on Power Lunch.

Ranking all stocks in terms of news coverage offers some interesting data. In the case of TIF, it is getting significantly more attention in recent news coverage than we are used to seeing. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform. Tiffany & Co. receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals.

“… What also helps on that is that when you're operating on 70% gross margins, I look at TIFFANY and we say, what's going to hainum prices go up they own the channel, they pass it ... …”

Power Lunch

A Discussion of TUP's CEO Occurred on Power Lunch

Tupperware Brands Corporation's CEO is obviously vital to his company, so we believe any news covering him is worth knowing for investors.

We have recently (Saturday, January 30, 2010) downgraded this stock due to deteriorating fundamentals. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards TUP and think that it will generally perform in-line with the S&P 500. As of this week's report, we have an Overvalued valuation on TUP because the price has gotten too high to be justified by the fundamentals. Take notice of the news on this stock because it is up $2.22 since the close of trading yesterday. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Tupperware Brands Corporation has actually sunk a bit in comparison to the others.

“… Joining us in an exclusive cnbc interview is the chairman and ceo of TUPPERWARE BRANDS. Welcome, sir. Pleasure to have you. > > hello, nice to be here. > > …”

Power Lunch

Lots of News Today on TM from Power Lunch

The newswires are burning up right now on Toyota Motor Corporation ADS, so check our RazorWire or turn on your TV to see why it is so active in the news.

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; TM has received less coverage from the financial media in business television and blogs. At the current price, value investors will want to look elsewhere for a buying opportunity as this stock has heated up and is currently Overvalued.

“… Breaking news, january auto sales for TOYOTA show how much the company has struggled in the last month, particularly last week of the month. Sales for the month down 8. 7%. …”

1:42P, Feb. 02,2010 F $11.49 Ford Motor Company
Power Lunch

Ford Motor Company Crosses Extremely Active News Threshold for the Day, Now on Power Lunch

If you own F, then you need to get to a TV now. It has been mentioned in the news very frequently in the last hour.

Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see Ford Motor Company underperforming. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Ford Motor Company has actually sunk a bit in comparison to the others. As of this week's report, we have an Overvalued valuation on F because the price has gotten too high to be justified by the fundamentals.

“… Easily outsold by FORD for the month. January last year was weak. And they still underperformed this year. And on top of that, their sales dropping 8% while the competition, ... …”