Cashmaker's hot stocks and trading

[cashmaker]

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/2005/10/03/lazard-wasserstein-earnings-1003markets12.html?partner=yahootix

[cashmaker]

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.

[grebnet]

Laz

I saw that news earlier and wasnt sure if that should be interpreted as a neg. as usually meeting expectations is treated negatively.

[cashmaker]

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 evey 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.

[cashmaker]

ACN great 4Q revenue and earning, 38cent/share!

ACN great 4Q revenue and earning, 38cent/share!

[grebnet]

Acn

Hey Cash
My Nov 25 calls are looking pretty good now , good call

Now just gotta work on FLEX

[cashmaker]

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.

[cashmaker]

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 (€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

[cashmaker]

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"

[cashmaker]

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.

[cashmaker]

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

[cashmaker]

Time to buy LAZ at low $24 level again.

Time to buy LAZ at low $24 level again.

LAZARD underwriter business today:
Les Echos: Stock market debut for Mercialys (Mercialys valorise 1.32 milliard pour son arrivee en Bourse aujourd'hui).

12 October 2005
Mercialys, the property subsidiary of French retail group Casino, is to be floated on the stock market today. At 18.13 euros, the share will be priced at the top of the bookbuilding range, valuing the company as a whole at 1.32bn euros.

The transaction, lead-managed by ABN-AMRO-Rothschild and Lazard Ixis, takes the form of a capital increase by 214m euros. It is reported to have been oversubscribed by more than 10 times by institutional investors.



Threshold Pharma 6.25M-Shr Offering Priced at $10.46 Each

12 October 2005

NEW YORK (Dow Jones)--Threshold Pharmaceuticals Inc.'s (THLD) secondary offering of 6.25 million shares was priced at $10.46 apiece Tuesday.

Morgan Stanley, CIBC World Markets and Lazard Capital Markets were listed as underwriters for the offering.

The company and certain stockholders may sell an additional 937,500 shares to the underwriters to cover overallotments, the filing said.

The Redwood City, Calif.-based biotechnology company previously said in a Securities and Exchange Commission that it intends to use the net proceeds for clinical development of its product candidates, research and development, initial development of sales and marketing capabilities, working capital, capital expenditures and other general corporate purposes, including potential strategic acquisitions.

The company said it won't receive any proceeds from the sale of shares by the selling stockholders.

[cashmaker]

My Technical Analysis program shows me LAZ touch rebounce line, i am adding more shar

My Technical Analysis program shows me LAZ touch rebounce line, i am adding more shares here.

[cashmaker]

Very positive report to LAZ today by David Weidner:

Very positive report to LAZ today by David Weidner:

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&guid=%7B072AA86A%2D14B0%2D41DD%2D917A%2D2A0D164A86A5%7D

"But its clear Lazard bankers are racking up the frequent flier miles as they pitch and seal big deals such as Lincoln National. If its pipeline is as strong as the firm suggests, Lazard's all-star team is poised for a strong year-end finish.

This is one team of high-priced veterans that's delivering when it counts."

[cashmaker]

Lazard doing good today, back to $25 again, with volume soar compared to average dail

Lazard doing good today, back to $25 again, with volume soar compared to average daily volume last two weeks. MM absorbed tons of shares yesterday at low as $23.70 level.
Will see momentum followed.

Today LAZ announce two more deal with two new IPO companies:
1.

Geron Corp. (GERN) announced that on September 19, 2005, the underwriters of its public offering of 6 million shares of common stock exercised their over-allotment option in full to purchase 900,000 additional shares.

The move resulted in an additional gross public offering price of $8.1 million.

UBS Investment Bank acted as the sole book-running manager for the underwritten public offering. SG Cowen & Co., LLC, Needham & Co., LLC, Lazard Capital Markets, LLC, Rodman & Renshaw, LLC, and WBB Securities, LLC, acted as comanagers.


2.
2005 OCT 22 - (NewsRx.com) -- GTx, Inc., (GTXI) announced that it is offering to sell, subject to market and other conditions, 5,000,000 shares of newly issued common stock pursuant to its effective shelf registration statement previously filed with the U.S. Securities and Exchange Commission.

The company intends to grant the underwriters a 30-day option to purchase up to an additional 750,000 shares of common stock.

Goldman, Sachs & Co. is acting as the sole book-running manager of the offering. Lazard Capital Markets, LLC, and SG Cowen & Co., LLC, are acting as comanagers of the offering.


LAZ now together with those biggest investment banks in the business, like GS, UBS, Bear Stearn, etc.