Cashmaker's hot stocks and trading

[cashmaker]

Very positive analyst report from Merrill on LAZ’s unseen revenue.

Very positive analyst report from Merrill on LAZ’s unseen revenue.
My target for this one is $25 IPO price in the short run. If LAZ report solid 3Q , they will fly like GHL . This article in-line with exactly what Wasserstein mention in CC that many people misunderstand the league-table rank in that we have advising businesses which are not reported to the league.
“The company finished 10th among global advisers through the first half of the year, advising on 94 deals valued at $146 billion. It earned a reported $264 million in fees, up 23% from the same period last year, according to Dealogic.
But not everyone sees the results as lacking.
"The cohort of senior bankers hired in the past couple of years is hitting its stride in terms of productivity," Merrill analyst Guy Moskowski wrote in a note Wednesday.
Moskowski also defended Lazard's league-table standing by pointing out that only six of 13 deals the bank advised on were reported in the league tables. "Lazard also sometimes receives revenue from advising in cases where there is ultimately no transaction, as in when it advises against doing a deal," he said.”

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&guid=%7BEB5D55C0%2D81BD%2D4AEC%2D8A6C%2DD79A5003BA25%7D

[cashmaker]

Accenture Awarded Contract For Logistics Agency

ACCENTURE AWARDED CONTRACT FOR LOGISTICS AGENCY

IPR Strategic Information Database
English

(c) 2005 IPR Strategic Business Information Database
Accenture, LLP, Reston, Va., is being awarded a maximum $6,300,923 firm fixed price contract for Informational Technology Services for the Defense Logistics Agency. Contract funds will not expire in current fiscal year. The performance completion date is Dec. 5, 2006. There were six proposals submitted and three responded. The contracting activity is the Defense Supply Center Philadelphia, Philadelphia, Pa. (SP0103-05-F-A130).

ACN Target $30

[cashmaker]

Accenture unit aims for 25-30% growth

Accenture unit aims for 25-30% growth

The Chilean unit of US consulting firm Accenture expects to close this fiscal year, ending August 2005, with sales up 25-30% compared to FY04, the company's general director Ricardo Cerdán told BNamericas.
Cerdán declined to give a specific figure for revenues.
Operating in Chile since 2001, the company offers a wide variety of services from the strategic design of a process through to its technical implementation, including IT processes, an area which currently generates nearly 70% of total sales.
"We are an integral service provider, including IT concepts. We offer solutions on how to improve through new operational structures and we also help firms in the design of new operating models," Cerdán said.
In IT, the most requested projects are implementations of solutions such as enterprise resource planning (ERP), business intelligence (BI) and customer relationship management (CRM), besides optimization of technical architectures, according to the executive.
Accenture Chile divides its operations into four business units: the financial industry, telcos and high tech companies, natural resources and manufacturing, and consumption companies. Cerdán expects the largest operations to come from the banking and telecom markets, because of the nature of their businesses.
Most Accenture contracts in Chile are with large corporations and not with SMEs or public institutions.
"Because this operation is new, our strategy is still focused on reaching our targets in each of the industries we participate in, consolidating services for each one of them. The idea is to penetrate segments where we have no presence and increase penetration in those industries where we have a large growth potential, such as mass consumption and natural resources," he added.

[cashmaker]

Recent big M&A deal: Maytag's board, its investment banking adviser Lazard Ltd.

Recent big M&A deal: Maytag's board, its investment banking adviser Lazard Ltd.

Also today, LONDON (Dow Jones)--BA Capital Partners Europe, the private-equity unit of Bank of America Corp. (BAC), has appointed financial advisor Lazard Ltd. (LAZ) to sell Finland's Paroc Group Oy AB, people close to the situation told Dow Jones Newswires Monday.
This is a EUR500 million deal.

[cashmaker]

ACN establish a "W" bottom, it is meant to be go up. Very solid company with strong m

ACN establish a "W" bottom, it is meant to be go up. Very solid company with strong market shares in IT outsource business. Mean Target by S&P500 and First Call is $30 and Valueline is $40. I called it @ 23.6

[cashmaker]

LAZ has big shares buying these days. Just now a 10000 shares purchased and last week

LAZ has big shares buying these days. Just now a 10000 shares purchased and last week there was a 24500 buy.

Take a look at I-watch, amazing institution buying.

http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_ticker?t=LAZ&range=7&mgp=0&i=3&hdate=&x=9&y=13

Very similar to NGPS last time, after it went down froom 22 to 14 without any reason, institution buying, such as Fidelity. Now LAZ already has 30% stake by JP Morgan and Fidelity. I bet LAZ will head to its mean target $26-$27 soon.

[cashmaker]

Raymarine to outsource with Flextronics

Raymarine to outsource with Flextronics

By Malcolm Locke and John Duckers
619 words
16 August 2005
Birmingham Post
24
English
(c) 2005 Birmingham Post & Mail Ltd

Britain lost another major piece of its manufacturing base yesterday as Raymarine, the marine electronics company, confirmed it would move work to Hungary.

It has agreed an outsourcing deal with US-based Flextronics International in a move that will result in the closure of its factory in Portsmouth and the loss of 250 jobs.

Raymarine is well-known to the vast majority of boating enthusiasts.

The group makes gadgets such as fish finders, navigation systems, radar consoles, autopilots and global positioning systems.

The outsourcing move was originally flagged back in July, but the name of the manufacturing partner and new location were not disclosed.

Raymarine"s affected employees have been fully consulted about the move, but group chief executive Malcolm Miller said staff were "obviously upset".

"It"s been a tough decision to take, but I think staff understand why we"ve had to do it," he said.

"Flextronics is an important tier one supplier of electronics and Raymarine will be able to plug in to its expertise and get the benefit of its global purchasing power. The outsourcing of our UK manufacturing operations is essential for Raymarine to remain competitive. It"s not just about cutting jobs and the wages bill."

The group said the outsourcing move would save it £5 million in 2007; £10 million in2008; £10.5 million in 2009; and £11 million from 2010 onwards. The cost of implementing the move will be £15 million this year and a further £6 million in 2006. About a third of the costs will be redundancy charges.

[cashmaker]

LAZ very strong uptrend, head to its IPO price. Big institution buying.

LAZ very strong uptrend, head to its IPO price. Big institution buying.

[cashmaker]

MICROSOFT Pick Flextronics FOR NEXT XBOX

MICROSOFT Pick Flextronics FOR NEXT XBOX


Aug 18, 2005 (WENN via COMTEX) --

Microsoft Corp has enlisted the skills of Canadian firm Celestica Inc to join Flextronics International Ltd and Wistron Inc in the building of its Xbox game console. Microsoft announced Tuesday (16AUG05) it was expanding that roster to three for its next-generation Xbox 360 due out later this year (05), probably November. Todd Holmdahl, corporate vice president of the Xbox Product Group, enthuses, "With three contract manufacturers on board, we're poised to have the flexibility and efficiencies we need to keep up with the consumer demand." Plants for each of the three companies building Microsoft's newest game console are located in the Pearl River Delta region in southern China. A Celestica spokeswoman said the company will begin production of the device at its plants in early 2006. (ES/WNWR/JB)

Document WENN000020050818e18i0005z

[cashmaker]

Watch out MRK, Vioxx case negative result from Jury. May tank a lot.

Watch out MRK, Vioxx case negative result from Jury. May tank a lot. Maybe it is a good time to buy after its tank.

[jiesen]

Watch out MRK, Vioxx case positive result from Jury

Watch out MRK, Vioxx case positive result from Jury. May rise a lot. Maybe it is a good time to buy before its rise.

See? I can speculate too! I know, you're spinning the same side that the media happens to be spinning, too. Just because they're saying it's going to be bad, doesn't mean it will.

[cashmaker]

Like I said MRK down a lot, should be a good chance to get in when it is low. Now sti

Like I said MRK down a lot, should be a good chance to get in when it is low. Now still not the best time to build up position, can build up step by step. I guest it will down even more range between 25 to 28

[cashmaker]

Watch out MRK, Vioxx case positive result from Jury. May rise a lot. Maybe it is a good time to buy before its rise.

See? I can speculate too! I know, you're spinning the same side that the media happens to be spinning, too. Just because they're saying it's going to be bad, doesn't mean it will.

jiesen :

When I post the MRK trial info, it is not out to public yet. I got the info from one of my friends who is a Bio analyst. If you can speculate like that, go ahead, but not in my thread. Today the MRK just announce that news.

[jiesen]

jiesen :

When I post the MRK trial info, it is not out to public yet. I got the info from one of my friends who is a Bio analyst. If you can speculate like that, go ahead, but not in my thread. Today the MRK just announce that news.

Hmm, ok. I didn't realize that you had insider info there. My bad. I admit, I was way wrong on that call, too.

[skiracer]

Without getting into a negative dialogue, don't you think the result of this recent trial and the 250 million award for this guys death will open the door for thousands, they said there could be 4000 cases pending, of new suits brought against Merck. Merck said they will appeal and they have the money to finance the legal battle. But the toll of fighting a great number of cases like this is going to cost an astronomical amount of money and will definitely affect their bottom line regardless if they win or not. The lawyers now smell the blood and will be closing in on the prey even if they have no case after todays result and settlement award. This could and most likely will have a longstanding effect on Merck and the price of their stock for some time. I just don't see the logic in buying in now, even if it were cheap, with all the litigation hanging over them. But if you do good luck with the play.