热股观察：RIM第四季度盈利增长一倍以上(下)

 

 

热股观察：RIM第四季度盈利增长一倍以上

译/王易见 

 

   星座公司，世界最大的葡萄酒公司，第四季度发布的财报显示损失达8.32亿美元，每股损失约3.9美元。然而根据分析师发布的预测，不计税目，其平均每股所得为26美分，实际每股收益为34美分。

 

    FreddieMac接到通知说，惠誉国际评级已经将Triad担保公司的评级予以下调，从AA-下调到BBB-，Triad担保公司是FreddieMac支持的一家按揭保险公司。FreddieMac决定不自动改变Triad公司的合格性地位从第一类担保人变为第二类担保人。90天以内，Triad必须发送给FreddieMac一份书面的整治计划。另外，国际评估组织穆迪也将Triad的财务实力评级从Aa3降为Baa3，许多其他的评级下调也接踵而至。

 

   鲍德斯集团（巴诺（Barnes&Noble）与鲍德斯（Borders）是美国最大的两家连锁书店）称它将延迟发布2007财年的10-K年度报表至四月17日，因此，它将有时间对10-K年度报表中的所有财务财务细节做评估。鲍德斯从潘兴广场资本管理公司收到了一条新的融资承诺，但它已经涉及到其他的交易并且进入了和其他多方的谈判中。

 

   Schnitzer钢铁，钢铁产品的制造和开发商，其二季度的收入增长29%至3600万美元，每股净收益达1.25美元。

 

   RPM国际公司，作为一家专业的涂料和密封剂制造商，其第三财季（至2月29日结束）的净收入将增长21%至1220万美元，每股净收益为10美分，而销售收入增长8%至7.318亿美元。公司指出，在麦迪那，俄亥俄，尤其是在欧洲，加拿大和拉美市场都存在强劲的工业需求。

 

   美利坚公司（美国的航空公司）表示三月的交通流量从119亿美元下跌了2.8%至116亿美元，容量从145亿美元下跌4.6%至138亿美元。每次航班的客座率增长1.5个百分点至83.9%。

 

    CharmingShoppes敦促其股东（股票持有者）拒绝在五月八日的年度会议中，获由crescendo和myca领导的董事会通过的三人。在周三给投资者的邮件中，CharmingShoppes的独立董事言这三个被对冲基金所支持的提名者没有能力带领或支撑CharmingShoppes取得更强劲而持久的增长。

 

   由于，从Romaco产品线的销售中获得另外大约540万没有的收益，罗宾斯＆迈尔斯公司将提升其业绩期望。这家公司将其三季度的收益展望从每股收益53美分提升至58美分，而之前的预测为42美分至47美分。其2008财年公布的数据显示，其股价从原始的1.82美元到1.92美元提升至1.93至2.03美元之间。

 

   穆迪投资服务公司将美国健康服务公司的股价降级，从持有降为卖出，并确定该公司的高级无抵押评级为Baa3。“看跌反映了穆迪希望该公司能继续增加采用基金组合的股份回购，资本投资，以及潜在的收购活动以增强财务杠杆作用”，穆迪公司在一份声明中这样说道。

 

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Constellation Brands ($18.72, -$0.40, -2.1%), the spirits and winecompany, posted a net loss of $832 million, or $3.90 a share, forthe fourth quarter. Excluding items, earnings came in at 34 cents ashare, while analysts forecast, on average, earnings of 26 cents ashare in the fourth quarter.

 

Freddie Mac (FRE, $27.83, -$1.39, -4.8%) received notice thatFitch Ratings downgraded Triad Guaranty Inc. (TGIC, $3.39, -$1.86,-35.4%), a Freddie Mac- approved mortgage insurer, to BBB- fromAA-. Freddie Mac decided not to automatically change Triad'seligibility status from a Type I to a Type II Insurer, and Triadmust send Freddie Mac a written remediation plan within 90 days.Separately, Moody's also downgraded Triad's insurance financialstrength rating to Baa3 from Aa3, and may downgrade the ratingfurther following a review.

 

Borders Group (BGP, $6.21, $0.36, 6.2%) said it will delayingfiling its 10-K annual report for fiscal 2007 to after April 17 soit will have time to evaluate financing alternatives and includefinalized details in its 10-K filing. Borders received a financingcommitment from Pershing Square Capital Management LP but it isexploring other deals and has entered into discussions with severalparties.

 

Schnitzer Steel (SCHN, $72.04, -$1.14, -1.6%), a manufacturerand exporter of recycled ferrous metal products, posted a 29% risein fiscal second-quarter earnings to $36 million, or $1.25 ashare.

 

RPM International Inc. (RPM, $22.18, $0.41, 1.9%), a specialtycoatings and sealants maker, said net income for the fiscal thirdquarter ended Feb. 29 rose 21% to $12.2 million, or 10 cents ashare, with sales up 8% to $731.8 million. The Medina, Ohio,company cited robust industrial demand, particularly in European,Canadian and Latin American markets.

 

AMR Corp.'s (AMR, $9.59, -$0.26, -2.6%) American Airlines saidMarch traffic fell 2.8% to 11.6 billion revenue passenger milesfrom 11.9 billion, as capacity fell 4.6% to 13.8 billion availableseat miles from 14.5 billion. The carrier's load factor, orpercentage of the plane filled with passengers, rose 1.5 points to83.9%.

 

Charming Shoppes (CHRS, $5.25, $0.25, 5%) urged its shareholdersto reject three people nominated for the board by a group led bythe Crescendo Partners and Myca Partners at an annual meeting May8. In a letter to shareholders mailed Wednesday, Charming Shoppes'independent directors said the nominees supported by the hedgefunds do not have the skills to support Charming Shoppes inachieving continued growth.

 

Robbins & Myers Inc. (RBN, $33.64, -$0.41, -1.2%) said itwas raising its earnings outlook because of an additional gain ofabout $5.4 million from the sale of its Romaco product lines. Thecompany increased its third-quarter profit outlook range to 53cents to 58 cents a share from between 42 cents and 47 cents ashare and its full-year fiscal 2008 forecast range to between $1.93and $2.03 a share from between $1.82 and $1.92 a share. On average,analysts estimate a third-quarter profit of 48 cents a share and afull-year profit of $1.95.

 

Moody's Investors Service downgraded Universal Health ServicesInc.'s (UHS, $ 54.94, -$0.17, -0.3%) outlook to negative fromstable and affirmed the company's Baa3 senior unsecured rating."The negative outlook reflects Moody's expectation that the companymay continue to increase financial leverage to fund a combinationof share repurchases, capital investment, and potential acquisitionactivity," said Moody's in a statement.

 

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