Financial News from Squawk Box from 1/11/2010

Volatility Alert: JPM Blasting Across the Newswire on Squawk Box

The newswires are burning up right now on JPMorgan Chase & Company, so check our RazorWire or turn on your TV to see why it is so active in the news.

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

“… When JPMORGAN announces their results on friday, they're going to have like a 700% increase in earnings. Now, everything -- everything's going to be taken into -- with a grain ... …”

See Who is Talking About News from TRI on Squawk Box

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

Based on our methodology, Thomson-Reuters 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. We noticed recently that in comparison to all other stocks we analyze in the news; TRI has received less coverage from the financial media in business television and blogs.

“… Joing us is the global head of research for THOMPSON REUTERS. Ashanwi, we're looking for good growth. > > the financials are in 550 a share in the fourth quarter of last year. …”

Squawk Box: GS is Among Most Active Stocks in the News Today

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

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. 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; GS has received less coverage from the financial media in business television and blogs.

“… bought in in a very big way. 2010 GOLDMAN SACHS will be getting in, probably putnam, maybe fidelity. That's the big talk. …”

Holding BLK Stock? See What Is Being Discussed on Squawk Box

As always, the latest news on BLK is available to Ockham clients through RazorWire, and it was mentioned recently on Squawk Box.

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 BLK, 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.

“… Schwab got in, pimco, BLACKROCK bought in in a very big way. 2010 goldman sachs will be getting in, probably putnam, maybe fidelity. That's the big talk. . …”

SCHW Gets Mentioned in the Financial Media

Staying informed on the news is invaluable for investors, and RazorWire has captured a recently discussion on SCHW from Squawk Box.

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 SCHW because it trades within the price range that we would expect given current market conditions and fundamentals. In comparison to the other stocks that we follow, The Charles Schwab Corporation 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.

“… SCHWAB got in, pimco, blackrock bought in in a very big way. 2010 goldman sachs will be getting in, probably putnam, maybe fidelity. That's the big talk. . …”

C in Developing Markets on Squawk Box

Citigroup, Incorporated and an emerging market growth strategy were discussed recently on C.

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

“… CITIGROUP announcing terry dial will step down as consumer banking of north america. The company citing personal reasons. Dial joined the company in march of 2008. …”

ZZ News Mentioned on Squawk Box Recently

The latest news from Squawk Box on ZZ is available through Ockham's news analytics platform RazorWire.

As of this week's report, we have an Overvalued valuation on ZZ 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 Sealy Corporation underperforming. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Sealy Corporation has actually sunk a bit in comparison to the others.

“… It's not a SEALY. . . Or a simmons. . . Or a serta. . . Ask me about my tempur-pedic. Ask me how fast I fall asleep. Ask me about staying asleep. …”

Lots of News Today on JPM from Squawk Box

The newswires are burning up right now on JPMorgan Chase & Company, so check our RazorWire or turn on your TV to see why it is so active in the news.

JPMorgan Chase & Company 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; JPM has received less coverage from the financial media in business television and blogs. The Motley Fool CAPS crowd believes this stock will perform generally in line with the benchmark, or in other words the crowd is neutral.

“… Top executives from goldman sachs, JPMORGAN, and morgan stanley will be among those testifying. Our guest host is senator judd gregg. …”

Squawk Box Discussion of Market Leading Blue Chips Like The Walt Disney Company

In a recent discussion of economic bellwethers and their market leading position, Squawk Box talked about DIS.

The Motley Fool CAPS data suggests that investors believe The Walt Disney Company will beat the market in the foreseeable future. When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that The Walt Disney Company has been talked about more than normal recently. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on DIS.

“… let's take a look at a quick stock to watch, a dow component called WALT DISNEY, downgraded from neutral to buy. Fair value according to that firm is $34, so that's close ... …”

Abercrombie & Fitch Co. Was Talked About by Squawk Box

Staying informed on the news is invaluable for investors, and RazorWire has captured a recently discussion on ANF from Squawk Box.

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

“… Congressman ABERCROMBIE took the most pork in the house in 2009 and one of the hypocriticical members of the senate, kay bailey hutchison of texas who wanted $1. …”