Cashmaker's hot stocks and trading

[cash-maker]

Called VRX three weeks ago, new high today. Target $23

Called VRX three weeks ago, new high today. Target $23

 

[cash-maker]

Three Picks In Information Technology by UBS.

Three Picks In Information Technology by UBS.

UBS said it favors information-technology companies with exposure to discretionary spending. "We continue to believe consulting [and] systems integration spending trends are ahead of investor sentiment," UBS said.

The research firm's top picks in the IT sector are Accenture (nyse: ACN - news - people ), BearingPoint (nyse: BE - news - people ) and Cognizant Technology Solutions (nasdaq: CTSH - news - people ). UBS said it also remains positive on Sapient (nasdaq: SAPE - news - people ).

Outsourcing remains a steady grower, according to UBS. "We believe modestly improving processing trends are already reflected in most stocks, and we see the government IT stocks as fairly valued," the research firm said.

ACN Target $30 short term. Last week we saw $26.5 already.

http://www.forbes.com/markets/2005/...ogy-picks-0919markets19.html?partner=yahootix

 

[cash-maker]

Out half RHAT here, reenter < @$14 one month ago, I call it here when it was $14.5.

Out half RHAT here, reenter < @$14 one month ago, I call it here when it was $14.5. Holding my MOT and VRX, both solid company. MOT's RAZR is very popular in the market, just like IPOT NANO. VRX my target rang $23-$25.

FLEX formed a double bottom recently with large volume, from TA analysis, it is a good entry point. FLEX with NORTEL deal will generate 2Billion revenue by 2006.
http://yahoo.reuters.com/financeQuo...tfh10430_2005-09-19_17-21-21_n19647502_newsml

LAZ I will hold it above $27. Definately a solid company utilize the M&A booming business.

ACN not need to mention it again, target$30, called it here @23.6

 

[cash-maker]

FLEX targets of $17 and $36 by the research firm.

FLEX targets of $17 and $36 by the research firm.

The research firm's top EMS sector picks, rated at "buy," are Flextronics International (nasdaq: FLEX - news - people ) and Benchmark Electronics, with respective price targets of $17 and $36. Its least favorite pick is Solectron (nyse: SLR - news - people ), rated at "neutral" with a $4 price target.

http://www.forbes.com/markets/2005/...onductors-0921markets09.html?partner=yahootix



Dongbu Selects Accenture to Implement New Financial Management System

SEOUL, South Korea - (BUSINESS WIRE) - Sept. 21, 2005 - Accenture (NYSE: ACN) has been selected to help Dongbu Insurance, Korea's second-largest non-life insurer, enhance its accounting and financial management operation to improve operational efficiencies and increase financial data transparency.

It is a good time to buy today as the market in big red.

 

[cash-maker]

Spanish Savings Bank Caixa Catalunya Selects SAP and Accenture to Help Meet Basel II

Spanish Savings Bank Caixa Catalunya Selects SAP and Accenture to Help Meet Basel II Requirements Contract is First by Spanish Bank to Implement Standard Software Technology to Comply with Revised Capital Standards

A lot of contracts going on for Accenture. This is the fifth contracts within 3 weeks.

MM start to purchase heavily since last friday. Watch it this week. One week ago , it up $1 a day to $26.5. The average target on ACN is $30.

More good news:

ACCENTURE TO HOLD TECHNOLOGY EVENT IN BANGALORE

181 words
22 September 2005
Asia Pulse
English
(c) 2005 Asia Pulse Pte Limited

BANGALORE, Sept 22 Asia Pulse- Global management consulting, technology services and outsourcing company Accenture would hold `Shaping the Future Forum 2005', a day-long technology event, featuring learning sessions on Enterprise Service Architecture and SAP NetWeaver here on Saturday

 

[cash-maker]

Good news for LAZ, out just now

Good news for LAZ, out just now

Leading Investment Banker Riccardo Pavoncelli to Join Lazard for Cross-Border Deals
Monday September 26, 12:41 pm ET


LONDON--(BUSINESS WIRE)--Sept. 26, 2005--Lazard announced today that Riccardo Pavoncelli, one of Europe's leading investment bankers, is joining the firm in October to focus on European cross-border investment banking.

I am looking forward to LAZ's 3Q earning, which usually the best in the year.Holding tight my position.

 

[cash-maker]

ACN touch its 50MA, will see Relative Strength. MM want to keep its price low to abso

ACN touch its 50MA, will see Relative Strength. MM want to keep its price low to absorb it. But they can not bash it down since so many good news for ACN recently. Will see much higher soon, now it is a good time to buy at its 50MA.

 

[cash-maker]

LAZ has new contract with No1 underwriter Bear Stearns

LAZ has new contract with No1 underwriter Bear Stearns

Bear Stearns & Co. (BSC.N: Quote, Profile, Research) said on Tuesday it has hired David Braunschvig, formerly managing director at Lazard Ltd. (LAZ.N: Quote, Profile, Research) in New York, as a senior managing director in its investment banking group.

http://yahoo.reuters.com/financeQuo...tfh87722_2005-09-27_20-59-26_n27244814_newsml

Also LAZ adding Morgan Stanley banker Pavoncelli

Lazard Ltd. (LAZ.N: Quote, Profile, Research) , the global mergers advisory firm, on Monday said veteran Morgan Stanley (MWD.N: Quote, Profile, Research) investment banker Riccardo Pavoncelli will join the firm next month to focus on European cross-border transactions.

Summer usually is the best season for banking and M&A deal, see how many merge deal we have these days. LAZ's 3Q earning will be this Nov. Target $27 by three major analyst firms.

 

[cash-maker]

Sold all my MOT position and bought 1k more LAZ today at 24.06, with sveral big good

Sold all my MOT position and bought 1k more LAZ today at 24.06, with sveral big good news this week with Morgan Standly and Bear Stearn, MM are absorbing the shares quitely. From level II i can observed several big buy order done this morning. LAZ will start to jump at @24 level. Hold tight my LAZ shares, won't sell it under $27

 

[cash-maker]

Out the rest of shares of RHAT @21.5. Out the first half above $17. Call RHAT in July

Out the rest of shares of RHAT @21.5. Out the first half above $17. Call RHAT in July under $13. 65% return within 3 months. A big win in my portfolio. Now RHAT is not for short, but it is too high from a TA perspective. Remember RHAT is the number one in Unix server.

Watch ACN on OCT 5, Earning will be impressive and beat the expectation. Holding my shares tight here.

 

[cash-maker]

Short some RHAT shares this morning, overdone.But will buy back to cover intraday, ju

Short some RHAT shares this morning, overdone.But will buy back to cover intraday, just some quick money.

 

[cash-maker]

Great news before ACN earning on this Wednesday. If the earning is good, will jump at

Great news before ACN earning on this Wednesday. If the earning is good, will jump at least $2 to $28 level, the low end target is $30 by S&P and First Call

Frankfurter Allgemeine Zeitung: Accenture growing strongly in Germany (Accenture plant auch nachstes Jahr tausend Neueinstellungen).

198 words
30 September 2005
Frankfurter Allgemeine Zeitung
18
English
The Financial Times Limited. European Intelligence Wire. All material subject to copyright. Frankfurter Allgemeine Zeitung © 2005 All rights reserved.

Management and IT consulting group Accenture, which is headquartered in the US, has achieved strong growth in Germany. In the first three quarters of the financial year 2004/05, which ended in August, turnover in Germany increased by 18 per cent to $544m. Growth in Germany was therefore stronger than the group as a whole and stronger than the market. Alongside the US and Japan, Germany is one of the driving forces of growth within Accenture.

The consulting group said that the situation had improved in Germany, with customers now wishing to make the best use of their IT systems to increase turnover, rather than just looking to cut costs. In the last three quarters, Accenture said that it had taken on around 700 new employees in Germany and was confident that it would reach its target of employing of around 1,000 new staff by the end of the year. The company declined to comment on growth targets for next year, but said that it hoped to take on a further 1,000 staff in Germany.

Abstracted from Frankfurter Allgemeine Zeitung

 

[cash-maker]

BOA analyst raise price target for Lazard to $29 from $27. The analyst confident on t

BOA analyst raise price target for Lazard to $29 from $27. The analyst confident on the 3Q earning due to M&A booming during this summer and those hidden business not reported to the panel. LAZ should at least trading above $27. Holding my shares tight.$26 is coming soon.


http://www.forbes.com/markets/2005/...-earnings-1003markets12.html?partner=yahootix

 

[cash-maker]

Good news to Lazard on it earning Oct 25th. Target $27

Good news to Lazard on it earning Oct 25th. Target $27

6 October 2005 Merrill Lynch & Co. and Lazard Ltd. will report 'solid' third-quarter results, but will not surprise the market with better-than-expected results such as Goldman Sachs Group and Lehman Brothers did in September, according to a research note issued Thursday by J.P. Morgan Chase analyst William Tanona. Tanona cited strong debt underwriting, merger activity and increased capital markets business as the driver for strong investment banking results.

 

[cash-maker]

Market overreact to the jobless claim and interest rate fear. Oil price down to almos

Market overreact to the jobless claim and interest rate fear. Oil price down to almost $60 with natrual gas supply boosted by the reserve. Market usually overreact during earnings period.

After market ACN accounce its 4th earning and 2005 report and 2006 guidance. MM watch ACN for a long time, they are absorbing tons of shares today during the market down. Will see shares jump tomorrow open.

FLEX bottom is $12, today even the market is big red, FLEX not willing to tnak, the support is here.

When market coming back tomorrow, it is time for FLEX and ACN to fly.

 

[cash-maker]

ACN surprise good earning AH yesterday, jump $1 before market. S&P and FC target$30,

ACN surprise good earning AH yesterday, jump $1 before market. S&P and FC target$30, and Valueline raise its target to $40 after ACN impressive earning. Will see much higher due to the momentum and market recovery.

Another LAZ yesterday got a good news that its earning will at least beat its target. Although this is not a strong new, look back LAZ's 3Q earning, much better than the 1Q and 2Q. Of course 2005 is M&A booming, LAZ will beat the expectation.

FLEX earning Oct 25th, BofA holding "BUY" and FLEX is one of the top 3 picks by S&P in the EMS industry. Call it here at its bottom support.

 

[cash-maker]

FLEX Very positive news just out on WallStreetJournal

FLEX Very positive news just out on WallStreetJournal
TAMIL NADU, FLEXTRONICS TO SET UP ELECTRONIC GOODS FACILITY

141 words
7 October 2005
Asia Pulse
English
(c) 2005 Asia Pulse Pty Limited

CHENNAI, Oct 7 Asia Pulse - The Tamil Nadu government on Thursday signed an agreement with Flextronics, a Fortune-500 company of the US, for setting up an electronics goods manufacturing facility in Sriperumbudur, near here, at an investment of Rs 4.3 billion (US$97 million) over five years.

Under the MoU, signed in the presence of Chief Minister J Jayalalithaa, the facility, coming up at the SIPCOT industrial park, would manufacture electronic products for leading brands.

Flextronics is a leading Electronics Manufacturing Services (EMS) provider.

An official statement here said that Karnataka and Pondicherry, besides Tamil Nadu were considered as the possible locations for putting up the manufacturing facility by the US giant, but after 'detailed evaluation', the company concluded that Chennai was the 'best location offering maximum competitive advantage.'


Singapore's Flextronics to set up US$100 million industrial park in southern India

236 words
7 October 2005
12:40 am
Associated Press Newswires
English
(c) 2005. The Associated Press. All Rights Reserved.

NEW DELHI (AP) - Singapore-based Flextronics International Ltd., a leading electronics makers, plans to set up an industrial park in southern India with an investment of about US$100 million (&#128;82 million), government and company officials said.

The investment would be made over the next five years under an agreement signed Thursday between the company and the government the Tamil Nadu state, where the park is to be located, The Hindu newspaper reported Friday.

"This industrial park in Chennai will significantly enhance Flextronics' strategic global footprint, enabling us to ... better serve our customers," Flextronics Chief Operating Officer Michael McNamara said in a statement on the company's web site.

The city of Chennai is also known as Madras.

McNamara said the "announcement underscores our commitment to this increasingly important region and the needs of our customers looking to serve the India marketplace."

Production at the industrial park is expected to begin by June 2006, a company statement said. The company has similar industrial parks in Brazil, China, Hungary, Mexico and Poland.

Flextronics has been in India for nearly five years and employs 5,000 people here, the statement said. Its Indian operations include manufacturing facilities in Bangalore and Pondicherry cities, and software and hardware design centers in Gurgaon, Chennai and Bangalore.

I am holding my target $16

 

[cash-maker]

Lazard "buy," target price raised

Lazard "buy," target price raised

Monday, October 03, 2005 10:26:59 AM ET
Banc of America

NEW YORK, October 3 (newratings.com) - Analysts at Banc of America Securities maintain their "buy" rating on Lazard Ltd (ticker: LAZ). The target price has been raised from $27 to $29.

In a research note published this morning, the analysts mention that the company has closed $89 billion in publicly-disclosed deals in Q3, as compared to $56 billion in Q2. Banc of America Securities expects Lazard's revenues and earnings to be robust going forward, with the company expected to close deals worth $152 billion in Q4.




LAZ.NYS | detailed quote - chart - all headlines previous

06/17/05 Lazard initiated with "overweight" - update Morgan Stanley
06/09/05 Lazard initiated with "buy"

 

[cash-maker]

Comment on FLEX and give a buy opinion:

Comment on FLEX and give a buy opinion:

Net Institutional Purchases - Prior Qtr to Latest Qtr
Shares
Net Shares Purchased (Sold) 32,527,300
% Change in Institutional Shares Held 7.9%

In the last 3 months, the MM's holding increased by 7.9% and what we see the stock price in the last 3 months, keep down. Very obviously the MM use small sell to bash the price down and absorbing shares to build up its position at low price. Oct 25th will be its earning and all those analyst, including Wells Fargo, BofA, JPMorgan gives a "BUY" and strong EMS growthing signal. $12 should be the support point, with 13.57M shares shorted, we will see big rebounce and uptrend momentum soon, those people will cover before Oct 25th.

So now it is the best time to get into FLEX. I bought it $13.8, although generate lost, holding it tight and add more shares today.

The Oct 25th we will see back to $14 again.

 

[cash-maker]

LAZARD announce several big deals today:

LAZARD announce several big deals today:

DJ Lincoln Natl Confirms Deal To Acquire Jefferson-Pilot, Jefferson was advised by Lazard Freres & Co. and Morgan Stanley (MWD).

Ericsson seeks to buy British Marconi; Report cites $2.7-billion takeover bid, The British company is being advised by investment bankers J.P. Morgan Chase & Co., Morgan Stanley and Lazard Ltd., the newspaper reported.


More good news:

Lazard, Macquarie join global infrastructure fad

Global infrastructure has become the newest asset class designed to sate the voracious appetite of local superannuation funds as well as retail investors.

Lazard Asset Management aims its global listed infrastructure fund at super funds and institutions while Macquarie Investment Management will offer its unlisted international infrastructure securities fund to retail customers.

Both funds will be fishing in the same international pond, having similar techniques and similar ideas of providing diversification and reasonable growth and yield.

Local listed infrastructure investments certainly have proved popular perhaps too popular.

Lazard's Rob Prugue says Australian infrastructure stocks as a group appear to be trading at a premium to their global peers.

LAZ target $27