The Trefis Top 5 – April 13 Insights
The following is a collection of today’s top insights regarding Dish Network (NASDAQ:DISH), Intel (NASDAQ:INTC), Research in Motion’s (NASDAQ:RIMM), BP (NYSE:BP), and ConocoPhillips (NYSE:COP).
How Dish Could Be An Acquisition Candidate for Verizon
Given some of the recent developments in telecom market, we look at how Dish Network (NASDAQ:DISH) might be a candidate for acquisition from Verizon’s (NYSE:VZ) perspective. Dish’s shares have jumped in the past due to a similar rumor which involved AT&T (NYSE:T). But given that AT&T chose to acquire T-Mobile, we feel that Dish might be a candidate for Verizon. Our price estimate for Dish Network’s stock stands at $27.77 which is roughly a premium of 15% to the market price…
- With Echostar Merger Approaching, What To Expect From Dish’s Q3 Results?
- Can Dish Network Stock Return To Its Pre-Inflation Shock Highs?
- Dish Stock Has Big Upside Potential To Its Pre-Inflation Peak
- How Will The Cyber Attack Impact Dish’s Q1 Results?
- Is Dish Network Stock A Buy Despite Many Headwinds?
- Will Dish Network Stock Continue To Underperform?
Read the full article on Dish here
Intel’s Earnings Preview, What We’re Watching
We expect Intel (NASDAQ:INTC) to report its Q1 2011 earnings on April 19. We take this opportunity to take a look at some of the key aspects of earnings that investors might watch out for given that Advanced Micro Devices‘ (NYSE:AMD) Brazos and Intel’s Sandy Bridge chips have both been launched in the past few months and Nvidia’s (NASDAQ:NVDA) making further inroads into the notebook market, for instance with MacBook Pro, could shed light on the outlook for these chip giants. Our price estimate for Intel stand at $27.23, which is at a premium of roughly 36% to the market price …
Read the full article on Intel here
Short-Term Impact of RIM’s PlayBook Launch Delay
According to a recent report, Apple (NASDAQ:AAPL) is controlling the lion’s share of the touch panel capacity resulting in a one month delay to Research in Motion’s (NASDAQ:RIMM) PlayBook launch. The PlayBook tablet was originally planned for an April 19th launch and the delay could produce short-term downside to our unit sales estimates (see interactive chart below). The tablet market is heating up with players like Motorola Mobility (NYSE:MMI) and Samsung having already entered the fray in addition to Apple and RIM. This news is not a good one for RIM, as PlayBook sales could suffer in the short-term due to the delayed launch …
Read the full article on RIM here
Arco Aluminum Sale is a Good Move for BP
BP (NYSE:BP) seems to be piling up its cash reserves to make good on the costs incurred in relation to the Gulf of Mexico oil spill. BP, the third largest of the six oil & gas ‘supermajors’, recently announced that it will sell Arco Aluminum to a consortium of Japanese firms in a deal worth $680 million. BP competes with oil & gas heavy-weights including Exxon Mobil (NYSE:XOM), Royal Dutch Shell (NYSE:RDS.B), Chesapeake (NYSE:CHK), Anadarko (NYSE:APC) and Chevron (NYSE:CVX). We have a price estimate of $53.41 for BP stock, a premium of about 15% to market price …
Read the full article on BP here
An Upside and Downside Case for ConocoPhillips
The stock price of ConocoPhillips (NYSE:COP) has mounted a steady climb this year, up 18% to above $80, but still has a bit more to go in order to reach its all time high of roughly $95. Rising crude oil prices sparked a 27% increase in the company’s sales and operating revenues in 2010, while net income jumped by more than 150% and forced many Wall Street analysts to revise their price targets for ConocoPhillips. ConocoPhillips is the third largest integrated oil & gas company in the world and competes with other oil producers like Exxon (NYSE:XOM), BP (NYSE:BP), Anadarko (NYSE:APC) and Chevron (NYSE:CVX) …