Recap of "The Call" - 1/7/10
Ockham's daily Recap of The Call.
Listed below are stocks that were mentioned in CNBC's The Call on Thursday January, 7th.
As the market starts to settle in, after the often chaotic opening bell, CNBC’s The Call digs deeper into the issues that are dominating the market’s action. Hosted by Melissa Francis, Dylan Ratigan and Trish Regan, this show should give viewers an idea of what to expect from the market the rest of the day. Below are all of the stocks covered in the hour long show that begins at 11am ET.
Want to know everything that was said on The Call? Then you have to watch it. Visit CNBC for show times and channel guides.
CNBC - The Call Stock Commentary for 1/7/2010
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11:48A, Jan. 07,2010
PC
$14.54 Panasonic Corp. - Shs American Deposit Receipt Represents 1 Share
PC Gets Mentioned in the Financial Media Panasonic Corporation - Shs American Deposit Receipt Represents 1 Share is one of the thousands of companies that Ockham has news analytics on, and it was recently discussed on The Call. In comparison to the other stocks that we follow, Panasonic Corporation - Shs American Deposit Receipt Represents 1 Share 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. Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards PC 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 PC because the price has gotten too high to be justified by the fundamentals. “… Tivo's ceo, tom rogers, an old friend to cnbc will join us as will PANASONIC's chief wait until you see the size of the television set they are going unveil. …” |
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11:46A, Jan. 07,2010
AIG
$28.35 American International Group, Inc.
Learn Why AIG Is Being Discussed in the News than Almost Any Other Stock Be aware that something important has occurred for AIG and investors interested in this stock should seek out information in any way possible. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, AIG has been less covered in the news compared to the rest of our universe of stocks. The crowd at The Motley Fool does not like AIG and believes that it will Underperform. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on AIG. “… What bother mead about that was it seems to imply some sort of knowledge of guilt if you're crossing out the words they were paid 100% although mary's explanation was technically ... …” |
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11:45A, Jan. 07,2010
AIG
$28.35 American International Group, Inc.
Regulators Interested in AIG? Possibly as Both Were Discussed on The Call Regulatory issues are always of interest to investors. Recently The Call covered topics including regulators and American International Group, Incorporated. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, American International Group, Incorporated has actually sunk a bit in comparison to the others. The Ockham valuation currently has a Fairly Valued stance on AIG because it trades within the price range that we would expect given current market conditions and fundamentals. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see American International Group, Incorporated underperforming. “… during the height of the financial crisis, the federal reserve bank of new york told AIG to withhold details on the insurer's pages to banks. …” |
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11:39A, Jan. 07,2010
DTV
$33.89 The DIRECTV Group, Inc.
News Breaking on The DIRECTV Group, Incorporated on The Call As always, the latest news on DTV is available to Ockham clients through RazorWire, and it was mentioned recently on The Call. We noticed recently that in comparison to all other stocks we analyze in the news; DTV 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. Based on our methodology, The DIRECTV Group, Incorporated should hold some appeal to value investors as we view it as Undervalued. “… to access 3d. DIRECTV announced they'll have three three new channels starting this summer. So they wouldn't be doing that …” |
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11:32A, Jan. 07,2010
AIG
$28.55 American International Group, Inc.
Volatility Alert: AIG Blasting Across the Newswire on The Call The newswires are burning up right now on American International Group, Incorporated, so check our RazorWire or turn on your TV to see why it is so active in the news. American International Group, Incorporated receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. 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. Ranking all stocks in terms of news coverage offers some interesting data. In the case of AIG, it is getting significantly more attention in recent news coverage than we are used to seeing. “… coming up after this, e-mails between tim geithner and AIG show that the then new york fed chief asked the insurance not to tell all at the height of the what is in store for the ... …” |
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11:26A, Jan. 07,2010
GS
$175.92 Goldman Sachs Group, Inc.
Learn Why GS Is Being Discussed in the News than Almost Any Other Stock If you own GS, then you need to get to a TV now. It has been mentioned in the news very frequently in the last hour. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, GS has been less covered in the news compared to the rest of our universe of stocks. At Ockham, we are not advising buying Goldman Sachs Group, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Goldman Sachs Group, Incorporated will perform just about the same as the index. “… It is in commodities and we do have tomorrow the start of the rebalancing for the first of the year of the GOLDMAN SACHS commodities index. …” |
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11:16A, Jan. 07,2010
SCHW
$18.93 The Charles Schwab Corp.
News on SCHW From the Pundits on The Call News has broken via the television and viral blogs regarding SCHW, so investors should take an interest in learning what was said. The Charles Schwab 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 SCHW, 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. “… " tracking the market's "real time flash" for you, great days for the financials except for CHARLES SCHWAB. The company's come out and reduced their commission schedule to 895 ... …” |
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11:13A, Jan. 07,2010
AIG
$28.55 American International Group, Inc.
The Call: An Extremely Hot News Day for American International Group, Incorporated Today The newswires are burning up right now on American International Group, Incorporated, so check our RazorWire or turn on your TV to see why it is so active in the news. Ranking all stocks in terms of news coverage offers some interesting data. In the case of AIG, it is getting significantly more attention in recent news coverage than we are used to seeing. American International Group, Incorporated receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. 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. “… tim geithner when he was head of the new york fed told AIG not to disclose details of its payments to banks during the financial crisis? …” |
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11:12A, Jan. 07,2010
M
$17.35 Macy's, Inc.
More News Than Normal on M from The Call We are observing a lot of attention being paid to M in the news, so if you hold the stock you may want to take a look at what is going on. The crowd at The Motley Fool does not like M and believes that it will Underperform. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, M 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 M. “… MACY'S raised their guidance and same thing with aeropostal. > > thanks, guys. > > we appreciate it. > > thanks a lot for that, mel > > …” |
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11:12A, Jan. 07,2010
COST
$59.64 Costco Wholesale Corp.
COST's Valuation a Topic on The Call Costco Wholesale Corporation was talked about in relation to their valuation on The Call, and you can see what the pundits are saying with RazorWire. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Costco Wholesale Corporation has actually sunk a bit in comparison to the others. 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 COST because it trades within the price range that we would expect given current market conditions and fundamentals. “… i'm looking for themes and also looking for valuation and within the context, I see target, I see COSTCO and dick's sporting goods. …” |

