Financial News from Power Lunch from 1/22/2010

Delevoping Economies and Where EMC Fits In on Power Lunch

For growth, there is nowhere growing more rapidly than emerging markets. Recently, Power Lunch talked about emerging markets and their impact on EMC Corporation.

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

“… One of the companies at EMC, where I went today, wonderful company, passed on through generations, they have hung on with their precision manufacturing high value added, they can ... …”

ING in Developing Markets on Power Lunch

There is no doubt that the emerging markets are where the growth is right now. The latest news mention of ING on Power Lunch was in relation to emerging markets.

When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that ING Groep NV has been talked about more than normal recently. The Motley Fool CAPS data suggests that investors believe ING Groep NV 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 ING.

“… there's a lot of negotiating ING on and there's a little good cop, bad cop and that's where schmitt is coming from. > > our government -- > > …”

Delevoping Economies and Where GOOG Fits In on Power Lunch

For growth, there is nowhere growing more rapidly than emerging markets. Recently, Power Lunch talked about emerging markets and their impact on Google, Incorporated.

Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Google, Incorporated 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 GOOG. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, GOOG has been less covered in the news compared to the rest of our universe of stocks.

“… Government all stoked but the china alleged break-ins and GOOGLE -- > > alleged? You don't think they happen? > > it definitely happened, of course it did. …”

Heard on Power Lunch: CEO of GOOG Discussed

Staying in touch with the latest management news is one way we are keeping our clients informed. Notice, RazorWire has a news capture related to GOOG's CEO.

Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Google, Incorporated 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 GOOG. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, GOOG has been less covered in the news compared to the rest of our universe of stocks.

“… Yesterday clinton urged american companies to take a stand against web censorship and called on china to openly investigate cyberattacks that led GOOGLE to threaten pulling the ... …”

News Breaking on Meridian Company, Limited on Power Lunch

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

We have recently (Saturday, January 16, 2010) downgraded this stock due to deteriorating fundamentals. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Meridian Company, Limited has actually sunk a bit in comparison to the others. The Ockham valuation currently has a Fairly Valued stance on MRDAF because it trades within the price range that we would expect given current market conditions and fundamentals. Considering this stock's recent 5.9% decline, we may become more bullish coming into next week's report as long as the fundamentals remain roughly unchanged. Investors are headed for the exit following today's news as the stock is trading down $0.02.

“… Joining us the nyse, the senior managing partner at MERIDIAN equity partners, at the cme, jack merusian. Nice to have you with us. …”

Power Lunch: Topics Include Emerging Markets and GOOG

For growth, there is nowhere growing more rapidly than emerging markets. Recently, Power Lunch talked about emerging markets and their impact on Google, Incorporated.

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; GOOG has received less coverage from the financial media in business television and blogs. Google, Incorporated receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals.

“… clinton after she speaks out on internet freedom. GOOGLE is in the middle of the show down. We're down 70 points on the dow …”

More News Than Normal on JCI from Power Lunch

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

The Motley Fool CAPS data suggests that investors believe Johnson Controls, Incorporated will beat the market in the foreseeable future. At Ockham, we are not advising buying Johnson Controls, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that Johnson Controls, Incorporated has been talked about more than normal recently.

“… Now way better than expected earnings from JOHNSON CONTROLS. How much better? Beat the street by 14 cents. Jci beat the street due to the recovery in auto production. …”

Johnson Controls, Incorporated News Appeared on Power Lunch

As always, the latest news on JCI is available to Ockham clients through RazorWire, and it was mentioned recently on Power Lunch.

When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that Johnson Controls, Incorporated has been talked about more than normal recently. At Ockham, we are not advising buying Johnson Controls, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. The Motley Fool CAPS data suggests that investors believe Johnson Controls, Incorporated will beat the market in the foreseeable future.

“… JOHNSON CONTROLS, record-high profits in the first kel first quarter, dow jones auto index, quite a run-up as you can see from the one-year chart. …”

Power Lunch: AA is Among Most Active Stocks in the News Today

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

When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that Alcoa Inc. has been talked about more than normal recently. At Ockham, we are not advising buying Alcoa Inc. at the current price level because according to our methodology it is not supported by the fundamentals. The Motley Fool CAPS data suggests that investors believe Alcoa Inc. will beat the market in the foreseeable future.

“… What's interesting in the one-year chart that includes the trough, this is not the first 20% trough ALCOA's gone through. …”

RazorWire has Detected News About AA on Power Lunch

Staying informed on the news is invaluable for investors, and RazorWire has captured a recently discussion on AA from 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. 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 AA, it is getting significantly more attention in recent news coverage than we are used to seeing.

“… We talked about banking situations and earnings and, well, the coming and going of the health care reform package, ALCOA has been imploding since it kicked off the fourth quarter ... …”