Financial News from Squawk On The Street from 2/4/2010

Invested in TM? Turn on the TV, It's All Over the News and Squawk On The Street

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

A significant sell off of $8.32 is underway right now, so investors in TM should pay close attention to 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 price level we saw when the report was issued $77.00, value investors would want to look elsewhere for a buying opportunity as this stock had heated up and was Overvalued. Thankfully, the price has started to fall a bit making it more attractive.

“… TOYOTA, would you buy a TOYOTA? The stock, neither or both in the results are, 13% said yes they'd buy a car, 6%, the stock. 42% neither. > > 38% both. …”

News on SLF From the Pundits on Squawk On The Street

Staying informed on the news is invaluable for investors, and RazorWire has captured a recently discussion on SLF from Squawk On The Street.

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; SLF has received less coverage from the financial media in business television and blogs. Due to deterioration in our valuation, we downgraded SLF as of Saturday, January 23, 2010.

“… The posters will be so cool. Sooner or later, you'll know our name. SUN LIFE FINANCIAL. …”

Squawk On The Street Discussed Dividends and MCD

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 MCD's dividends recently on Squawk On The Street.

Ranking all stocks in terms of news coverage offers some interesting data. In the case of MCD, it is getting significantly more attention in recent news coverage than we are used to seeing. Crowd sentiment is leaning to the bearish side, according to the robust data set collected by the Motley Fool CAPS survey. McDonald's Corporation receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals.

“… You can look in other area, but certainly you can look at names that people use every day like MCDONALD'S. People forget that MCDONALD'S has a 3-4 yield and when you compare ... …”

It's Been a Month or More Since Squawk On The Street Discussed Pitney Bowes, Incorporated

It's been at least a month since we noticed any major news coverage of PBI, so the story in Squawk On The Street may get the ball rolling.

Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards PBI and think that it will generally perform in-line with the S&P 500. As for Ockham's rating, we currently have our most bullish stance of Greatly Undervalued on this stock as it is currently trading well below the price we would expect given the fundamentals. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Pitney Bowes, Incorporated has actually sunk a bit in comparison to the others.

“… I think you are seeing as you witnessed and talked about PITNEY BOWES increasing their dividends and other stocks within other sectors of the economy increasing their dividends, ... …”

Bank of America Corporation Talked About Near M&A Discussion on Squawk On The Street

News broke today regarding mergers and acquisitions and Bank of America Corporation was discussed as well on Squawk On The Street. Other sources will be required to know exactly what the context was in the discussion.

Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Bank of America Corporation will perform just about the same as the index. At Ockham, we are not advising buying Bank of America Corporation at the current price level because according to our methodology it is not supported by the fundamentals. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, BAC has been less covered in the news compared to the rest of our universe of stocks.

“… Been investigating BANK OF AMERICA's acquisition of merrill lynch that happened in december of 2008. The a. G. Is not pressing charges against B OF A and we don't know whether ... …”

Squawk On The Street Has the Latest News on HD

The latest news from Squawk On The Street on HD is available through Ockham's news analytics platform RazorWire.

When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that Home Depot, Incorporated has been talked about more than normal recently. Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Home Depot, 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 HD.

“… They're like HOME DEPOT? > > correct. > > haven't we kind of been in the era of the end of middle men for quite sometime? > > …”

The Latest News for EK Was Just on Squawk On The Street

The latest news from Squawk On The Street on EK is available through Ockham's news analytics platform RazorWire.

When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Eastman Kodak Company 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 Eastman Kodak Company underperforming. The Ockham valuation currently has a Fairly Valued stance on EK because it trades within the price range that we would expect given current market conditions and fundamentals.

“… Then KODAK, wow. Down 6%. What a rally, erin. The stock had about 50% just in the past couple weeks. They see their revenues at 7. 5 to 7. …”

Unisys Corporation News Appeared on Squawk On The Street

The latest news on Squawk On The Street in regards to UIS came through on RazorWire recently.

The latest news on UIS has created quite a stir as the stock is trading $3.59 higher in today's session. We noticed recently that in comparison to all other stocks we analyze in the news; UIS has received less coverage from the financial media in business television and blogs. Based on our methodology, Unisys Corporation should hold some appeal to value investors as we view it as Undervalued as of this week's report. With the price now up to $34.87, we may consider downgrading the stock's valuation coming into next week. 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.

“… UNISYS big mover. Russell 2000 sneaking by with a blowout quarter. Only two analysts cover this small cap stock. 2. 64 a share versus 83 consensus. Who knew? Great for you. …”

Can AMTD Keep Costs In-Line? See Squawk On The Street's Take

Keeping costs in check is a primary responsibility of corporate managers; Squawk On The Street discussed AMTD's costs recently.

TD Ameritrade Holding Corporation receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. Ranking all stocks in terms of news coverage offers some interesting data. In the case of AMTD, 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.

“… At TD AMERITRADE. Announcer: before investing, consider the fund's investment objectives, risks, charges and expenses. Contact TD AMERITRADE. …”

Oracle Corporation Talked About Near M&A Discussion on Squawk On The Street

News broke today regarding mergers and acquisitions and Oracle Corporation was discussed as well on Squawk On The Street. Other sources will be required to know exactly what the context was in the discussion.

When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that Oracle Corporation has been talked about more than normal recently. We consider ORCL as Undervalued at the current price of $23.48. According to our methodology, this stock has appreciation potential based on current fundamentals which only improves if earnings or revenue surprise. The Motley Fool CAPS data suggests that investors believe Oracle Corporation will beat the market in the foreseeable future.

“… 4 billion merger with ORACLE closed. Choosing twitter to get the word out, that's certainly raising some eyebrows. Scott mcnealy will also be leaving the company that helped ... …”