Financial News from The Call from 1/19/2010

WMT 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 Wal-Mart Stores, Incorporated.

Our sentiment indicator, provided through the Motley Fool CAPS survey, suggests that investors are neutral overall towards WMT and think that it will generally perform in-line with the S&P 500. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Wal-Mart Stores, Incorporated has actually sunk a bit in comparison to the others. At present, Ockham has a valuation stance of Undervalued on WMT, as we could see significant price appreciation based on current fundamentals like cash earnings and revenue.

“… Morgan raised q4 earnings 4 cents above the street and they own costco and WALMART and she'll be on fast honey money, in a half hour. I haven't had my coffee yet, people. …”

The Call Has News on COST

The latest news from The Call on COST is available through Ockham's news analytics platform RazorWire.

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 COST, it is getting significantly more attention in recent news coverage than we are used to seeing. Costco Wholesale Corporation receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals.

“… Morgan raised q4 earnings 4 cents above the street and they own COSTCO and walmart and she'll be on fast honey money, in a half hour. I haven't had my coffee yet, people. …”

The Call Brings News Related to Costco Wholesale Corporation

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

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

“… target is taking on COSTCO and sam's club by testing in-store bulk sales, but the strategy may be a little bit off the mark. Cnbc's jane wells is in los angeles with more. …”

Delevoping Economies and Where GOOG Fits In on The Call

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

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. 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.

“… GOOGLE always made the point in the past that by virtue that being there was more important to be there than to have total freedom of the internet. …”

NOC in Developing Markets on The Call

Northrop Grumman Corporation and an emerging market growth strategy were discussed recently on NOC.

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

“… It's about a cyber attack on over 30 american companies that include dow chemical and NORTHROP GRUMMAN, juniper networks and so on. > > …”

DOW in Developing Markets on The Call

News related to emerging markets affecting The Dow Chemical Company today, and The Call discussed some recent developments.

When looking at our entire coverage universe and ranking stocks by the attention they receive on RazorWire, it is clear that The Dow Chemical Company has been talked about more than normal recently. At Ockham, we are not advising buying The Dow Chemical Company 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 The Dow Chemical Company will beat the market in the foreseeable future.

“… It's about a cyber attack on over 30 american companies that include DOW CHEMICAL and northrop grumman, juniper networks and so on. > > …”

GOOG in Developing Markets on The Call

News related to emerging markets affecting Google, Incorporated today, and The Call discussed some recent developments.

Google, Incorporated receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. 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.

“… The friday the state department filed a formal complaint against china for the cyber attacks and what's really important is this is not a GOOGLE story. …”

The Outlook for Emerging Markets and Google, Incorporated Discussed on The Call

Google, Incorporated and an emerging market growth strategy were discussed recently on GOOG.

Google, Incorporated receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. 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.

“… and popular bloggers like keso, who said GOOGLE's depaurt would mean a huge loss for china's internet. > > there are others who are upset who say if GOOGLE moves operations ... …”

Emerging Markets and GOOG Covered on The Call

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

The Ockham valuation currently has a Fairly Valued stance on GOOG 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, Google, 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 GOOG and think that it will generally perform in-line with the S&P 500.

“… a spokesman for china's foreign ministry warning today that foreign companies including GOOGLE must respect chinese laws and customs. …”

Stay Current on MET's News on The Call

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

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. We noticed recently that in comparison to all other stocks we analyze in the news; MET 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.

“… METLIFE is said to be in final discussions to buy ai unit. It would pay $14 billion to $15 billion to help pay back the government. …”