Research Reports - Week 08 March 2010

China Threat To Google

US Pre-market Patrol - 12 March 2010 - 01:40 PM

Things seems to be turning rather nasty over Google’s run in with the Chinese, although given the way that the economy there is so critical to the fortunes of so many US multinationals it will be interesting to see who, if anyone backs down

Explaining Away Bad News

Weekly Market Watch - 12 March 2010 - 12:36 PM

It appears that the contrast between an ultra bullish stock market and the economic figures of the past week is currently underlining the desire by investors to get a return on their money as much as any enthusiasm or belief in a massive recovery by the UK economy

Bid Talk For BSkyB

Trader's Diary - 12 March 2010 - 11:16 AM

Yet more M&A activity! Pay TV group BSkyB could be taken private.

Buy Morrison Supermarkets

Galvan Chart Breaker - 12 March 2010 - 10:18 AM

After a storming set of 2009 market beating results, the focus for Morrisons for 2010 is for new space, new manufacturing capability and new systems to fuel further growth

Trade Gap Narrows

US Pre-market Patrol - 11 March 2010 - 02:13 PM

The initial impact of the narrower than expected trade gap for January has been a strengthening of the Dollar

Morrisons Heads Down South

Trader's Diary - 11 March 2010 - 12:41 PM

Grocer Morrison threatens its rivals, with a 40% jump in profits and plans to move down south.

Buy Reed Elsevier

Galvan Chart Breaker - 11 March 2010 - 08:57 AM

Recent positive results and the growth plan set out by the new Reed Elsevier Chief Exec.

OPEC Raises Forecasts

US Pre-market Patrol - 10 March 2010 - 02:06 PM

The US market and leading stocks now looks to be consolidating at the best levels of the year, with the recent non farm payroll number underscoring the bull argument

Buy Centrica

Galvan Chart Breaker - 10 March 2010 - 11:57 AM

Centrica shares look cheap after the solid results last month and the subsequent broker support

Industrial Output Drop

Trader's Diary - 10 March 2010 - 11:03 AM

The FTSE100 remains in consolidation mode even though some good old fashioned M&A activity returned, with interdealer broker Tullett Prebon (TLPR) confirming that it was on the receiving end of a bid approach.

Greek Debt Issues Return

US Pre-market Patrol - 09 March 2010 - 02:02 PM

The Greek crisis has come back to haunt after the near euphoria associated with the non-farm payrolls number last week

Capped At 5,600

Trader's Diary - 09 March 2010 - 01:04 PM

The FTSE100 consolidates at around 5566, capped by poor trade figures

Reiterate Buy Scottish & Southern Energy

Galvan Chart Breaker - 08 March 2010 - 05:06 PM

The latest price cut from Scottish & Southern gives Galvan Research every reason to reiterate its November 3rd buy recommendation

Another AIG Deal

US Pre-market Patrol - 08 March 2010 - 02:07 PM

There is a slight hangover feeling among US stocks after last week’s sharp non farm payrolls induced rally

Shell Bids For Arrow Energy

Trader's Diary - 08 March 2010 - 11:49 AM

Although the FTSE100 cools off after the meteoric rise last week, there was more M&A news to inspire the bulls.
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