First Page of Old Rumors
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 2010-07-29 10:08:19, K, Kellogg ($ 49.86)
Hearing that UBS says it is time to buy K--We had been bracing ourselves for this quarter and 13% North America cereal
revenue decline was pretty ugly. However, the decline was about 3% excluding
SKU reduction (2pp), trade inventory reduction (3pp), and cereal recall (5pp).
Currently: $50.56. The Biggest Positive Change: $ 1.88 or 3.77% on 2010-08-10
2010-07-29 10:06:18, CBST, Cubist Pharmaceuticals ($ 21.85)
Hearing that FDA issues safety communication regarding Cubist (CBST) Pharmaceuticals' Cubicin
Currently: $22.88. The Biggest Negative Change: $ 0.63 or 2.88% on 2010-07-29
2010-07-28 15:39:11, AKRX, Akorn, Inc ($ 3.50)
Hearing of an approval for AKRX's Carboplatin
Currently: $3.53. The Biggest Positive Change: $ 0.30 or 8.57% on 2010-08-02
2010-07-28 11:32:22, MOS, Mosaic ($ 45.74)
Hearing that BHP is interested in MOS
Currently: $59.67. The Biggest Positive Change: $ 14.56 or 31.83% on 2010-09-08
2010-07-28 10:59:34, IOC, Interoil Corp ($ 56.51)
Hearing that Petrominerales aquires stake in IOC
Currently: $61.43. The Biggest Positive Change: $ 13.59 or 24.05% on 2010-08-04
2010-07-28 09:39:06, NBR, Nabors Industries ($ 18.38)
Hearing that Dahlman out cautios on NBR reported an in-line # but reading between the lines results in some ominous warnings on oper costs, lower US land drilling rates, inability to take biz in Mex and Saudi and losses in US offshore. Expect estimates to come down possibly
Currently: $17.45. The Biggest Positive Change: $ 0.51 or 2.77% on 2010-08-02
2010-07-28 09:34:26, ROK, Rockwell Automation ($ 55.96)
Hearing that JP Morgan out cautios on ROK saying Solid quarter, but not the upside we’ve been used to. Headline EPS missed our above-consensus estimate, and the magnitude of the beat is much less than seen in prior quarters.. given recent beats, an in-line quarter is a meaningful event.
Currently: $56.37. The Biggest Positive Change: $ 0.58 or 1.04% on 2010-09-08
2010-07-27 10:04:14, MGM, MGM Resorts ($ 11.05)
Hearing that Kerkorian group looking to buy MGM, chatter in the high 20’s
Currently: $10.22. The Biggest Positive Change: $ 0.50 or 4.52% on 2010-08-03
2010-07-27 09:59:24, TMO, Thermo Fisher ($ 47.50)
Hearing that UBS def TMO
Currently: $44.52. The Biggest Positive Change: $ 1.26 or 2.65% on 2010-07-27
2010-07-27 09:46:38, HES, Hess Corp ($ 53.15)
Hearing, again, that Exxon Mobil is in late-stage talks to acquire HES at around $68 per share
Currently: $54.30. The Biggest Positive Change: $ 3.04 or 5.72% on 2010-08-08
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