Financial News from Squawk On The Street from 1/12/2010

Analysts' Take on QLogic Corporation Mentioned on Squawk On The Street

Analysts' opinions can often carry a lot of weight, especially when they make major news and are covered on Squawk On The Street.

The latest news on QLGC has created quite a stir as the stock is trading $1.83 higher in today's session. We noticed recently that in comparison to all other stocks we analyze in the news; QLGC has received less coverage from the financial media in business television and blogs. Crowd sentiment is leaning to the bearish side, according to the robust data set collected by the Motley Fool CAPS survey. QLogic Corporation received our Fairly Valued rating in our latest report because the price at the time of the report of $18.89 did not seem out of line with the fundamentals. The price has risen since then and all other things being equal that makes QLGC less attractive.

“… QLOGIC trading in leffs not seen since 2007 upgraded at bmo capital and the price target going from 20. And mgm mirage upgraded to buy from neutral. …”

CHK Gets Mentioned in the Financial Media

The latest news from business television and influential blogs is always available through Ockham's RazorWire, and this news is in relation to Chesapeake Energy Corporation.

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

“… and CHESAPEAKE ENERGY, one of the best-performing stocks of cade and one of the most searched companies on cnbc pts come. …”

Stay Current on CADE's News on Squawk On The Street

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

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, CADE 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 CADE.

“… and chesapeake energy, one of the best-performing stocks of CADE and one of the most searched companies on cnbc pts come. …”

Squawk On The Street Picks Up on KFN News After Six Months

It has been sometime since we noted a news story about KFN, which makes the news itself worthy of mentioning.

Investors are headed for the exit following today's news as the stock is trading down $0.42. The Ockham valuation currently has a Fairly Valued stance on KFN 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, KKR Financial Holding LLC 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 KFN and think that it will generally perform in-line with the S&P 500.

“… for the stock this morning. Not so much for KKR FINANCIAL. The quarter just ended and the company now says at best it will …”

It's Been a Month or More Since Squawk On The Street Discussed Magic Software Enterprises Limited

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

After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on MGIC. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, MGIC has been less covered in the news compared to the rest of our universe of stocks. Please be aware that MGIC is trading off $0.13 today, and is clearly being affected by the latest news. Our valuation of MGIC has become less favorable recently, and we have seen it necessary to downgrade the stock.

“… MGIC back up on the list. [ birds screech ] [ loud rumbling ] [ rifle fires ] [ announcer ] if you think about it, this is what makes theladders different. . . …”

QLGC's Back in the News After More than a Month on Squawk On The Street

There has not been much to report from QLGC in the last few weeks at least, but Squawk On The Street talked about the stock recently.

QLogic Corporation received our Fairly Valued rating in our latest report because the price at the time of the report of $18.89 did not seem out of line with the fundamentals. The price has risen since then and all other things being equal that makes QLGC less attractive. The latest news on QLGC has created quite a stir as the stock is trading $2.02 higher in today's session. 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; QLGC has received less coverage from the financial media in business television and blogs.

“… QLOGIC is number one. Mgic back up on the list. [ birds screech ] [ loud rumbling ] [ rifle fires ] [ announcer ] if you think about it, this is what makes. …”

News on Earnings Per Share for PEIX on Squawk On The Street

Squawk On The Street discussed earnings per share, which is one of the metrics we look at most closely. At Ockham, anytime earnings are discussed we must pay attention.

When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Pacific Ethanol, Incorporated 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 Pacific Ethanol, Incorporated underperforming. At present, Ockham has a valuation stance of Undervalued on PEIX, as we could see significant price appreciation based on current fundamentals like cash earnings and revenue. However, this stock has already had a pretty good week, making it less attractive to value investors at the current price. Take notice of the news on this stock because it is up $0.28 since the close of trading yesterday.

“… Lastly, erin, you probably remember during the ethanol krad was PEIX, stock was $40, got pounded down to a buck. It's now $2. 50. Another 8% today. …”

Delevoping Economies and Where MYGN Fits In on Squawk On The Street

News related to emerging markets affecting Myriad Genetics, Inc. today, and Squawk On The Street discussed some recent developments.

Myriad Genetics, Inc. 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; MYGN has received less coverage from the financial media in business television and blogs. Crowd sentiment is leaning to the bearish side, according to the robust data set collected by the Motley Fool CAPS survey. A significant sell off of $1.85 is underway right now, so investors in MYGN should pay close attention to the news.

“… MYRIAD GENETICS up 7% after a downgrade to underperform. Oppenheen penheimer this morning, baidu caught up in the whole china thing as well. And check out sears logic. . …”

Emerging Markets and INFY Covered on Squawk On The Street

There is no doubt that the emerging markets are where the growth is right now. The latest news mention of INFY on Squawk On The Street was in relation to emerging markets.

We have recently (Sunday, January 03, 2010) downgraded this stock due to deteriorating fundamentals. Take notice of the news on this stock because it is up $3.53 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, Infosys Technologies Limited- Shs Sponsored American Deposit Receipt Repr 1 Sh has actually sunk a bit in comparison to the others. The Ockham valuation currently has a Fairly Valued stance on INFY 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.

“… The winner of the darling of the sub continent, INFOSYS, coming out with better-than-expected forecast as well as an upgrade for bank of america/merrill and it's up 6% today. …”

Squawk On The Street: What is Happening with KB Home Now?

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

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. 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. We noticed recently that in comparison to all other stocks we analyze in the news; KBH has received less coverage from the financial media in business television and blogs.

“… KB HOMES is making money again. That's the good news. $1. 31 a share, compared to $370 million lost in the same period last year. …”