MORNING UPDATE: Man Securities Issues Alerts for DAL, DDS, TSM, MCD, and FDX

Date : 08/10/2004 @ 9:33AM
Source : PR Newswire
Stock : Dillards (DDS)
Quote : 16.32  0.0 (0.00%) @ 8:19AM
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MORNING UPDATE: Man Securities Issues Alerts for DAL, DDS, TSM, MCD, and FDX

MORNING UPDATE: Man Securities Issues Alerts for DAL, DDS, TSM, MCD, and FDX

CHICAGO, Aug. 10 /PRNewswire/ -- Man Securities issues the following Morning Update at 8:30 AM EDT with new NewsWatch Alerts for key stocks.

(Logo: http://www.newscom.com/cgi-bin/prnh/20020214/MANSECLOGO )

Before the open... NewsWatch Alerts for DAL, DDS, TSM, MCD, and FDX, Market Overview, Today's Economic Calendar, and the Quote Of The Day.

QUOTE OF THE DAY

"The lack of consistency in the data is one big reason why the market is struggling."

-- Andy Brooks, head of stock trading, T. Rowe Price.

NewsWatch Alerts for DAL, DDS, TSM, MCD, and FDX ...

NEWSWATCH ALERTS - News That Could Move These Stocks

Delta Air Lines Inc. (NYSE:DAL)*

Reported on Monday that it has burned through $744 million in cash in the first six months of the year and warned, again, that it could be forced into bankruptcy without deep concessions from pilots. The airline said it needed to get $1 billion in concessions from pilots, who have offered up to $705 million.

At the current burn rate, the carrier would be left with slightly more than $1.2 billion in unrestricted cash by the end of the year. The stock closed down $0.28 (6.81%) at $3.83 and continued down in after hours.

Dillard's Inc. (NYSE:DDS)*

Announced it had entered into a definitive agreement to sell substantially all the assets of Dillard National Bank, its private label credit card subsidiary, to GE Consumer Finance for approximately $1.25 billion. Following the ongoing trend of retailers jettisoning credit card businesses to focus on core operations. Dillard's will use the proceeds to pay down debt and repurchase stock, gained 5.7% to close at $22.72 up $1.24.

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)*

Posted record-high July sales on Monday, chilling concerns of an impending technology slump. The company declined to give a reason but said that the PC sector was showing signs of picking up in the current quarter, and furthermore, the market worries about increased inventory was a "big, big disconnect" between corporate fundamentals and share prices. Shares rose 1.5% to $6.98 up $0.10.

McDonald's Corp. (NYSE:MCD)*

Reported yesterday system wide comparable store sales for July 2004 up 10.6% over the comparable July 2003 period. In constant currencies, the increase works out to 7.2% year-over-year. Comparable store sales in US for July increased 7.8% on top of a 9.9% increase in July last year. In Europe, comparable store sales for the month of July 2004 increased 2.1%, the company revealed. The stock closed down $0.18 at $26.16.

FedEx Corp. (Federal Express) (NYSE:FDX)*

Revealed Monday morning an agreement to acquire Parcel Direct for $120 million in cash. The acquisition should not have a material effect on FDX's fiscal 2005 results. Following the acquisition, Parcel Direct would become a subsidiary of FedEx Ground and would provide a solution to e-tail and catalog industry customers opening up a new market segment for FDX's transport services. The transaction is expected to close in the second fiscal quarter and is subject to customary conditions, including Hart-Scott-Rodino clearance.

Shares of FedEx edged down slightly by $0.81 to close at $77.33.

* To learn more about how to use these alerts and for our FREE report, "The 18 Warning Signs That Tell You When To Dump A Stock", go to: http://www.investorsobserver.com/mu18n

(Note: You may need to copy the link above into your browser then press the [ENTER] key)

** For the FREE report, "The Secrets of Smart Election Year Investing - Insights, Stocks, And Strategies." go to: http://www.investorsobserver.com/FREEelection

NOTE: All stocks and options shown are examples only. These are not recommendations to buy or sell any security.

MARKET OVERVIEW

Overseas markets are looking better this morning, as 11 of the 15 markets that we track are currently positive. The cumulative average return on the group stands at a plus 0.177 percent, led by the 0.41 percent advance overnight by the Japanese Nikkei.

The big news today will come out at 2:15 p.m., as the Fed will announce what it intends to do with interest rates. The odds are in favor of a 25 basis point hike, but what is going to be even more important is the clues the Fed gives concerning rates for the remainder of the year. Then right after the bell, Cisco Systems is set to release fourth-quarter earnings. Expectations are running very high for a solid quarter and should the earnings disappoint in any way, the shares are ripe for a fall.

Be prepared for the investing week ahead with Bernie Schaeffer's FREE Monday Morning Outlook. For more details and to sign up, go to: http://www.investorsobserver.com/freemo

DYNAMIC MARKET OPPORTUNITIES

With an anemic July job report capping a week of soaring oil prices, last week belonged to the bears, who inflicted a severe mauling on the markets and leaving many investors shattered. And while they stabilized Monday, the yearlong downtrend has broken to the downside. The fact that it was broken by a gap down last Friday looks particularly bearish. The NASDAQ is now testing support levels from September. So expect it to move lower to 1,750. And with the Federal Reserve's interest rate decision looming this afternoon, that stifles the chances of an advance, despite the oversold conditions. The Fed is in a difficult position. It was widely expected to raise rates 0.25% to 1.5%, but thanks to the dire job report, that expectation has receded a little and it's now a toss-up. However, inflation rose a third straight month in June, resulting in a jump to 3.3% over the previous 12 months. Any move it makes has the potential for bearish interpretation. Either way, expect revision to the Fed's wording. After that, investors will have a clearer idea which way the market is heading. While Richard Russell, the perma-bear of Dow theory fame, has advised his subscribers to sell, the Red Zone investment group's Christian DeHaemer used the current market conditions to buy Puts on Caterpillar and Phelps Dodge. He says oil prices and rising interest rates could hurt these stocks. At Monday's close, he was up 50% on Caterpillar and 10% on Phelps Dodge.

The Red Zone's Christian DeHaemer has written a comprehensive free report highlighting the remarkable scientific advances that are creating a lucrative new industry. To read the free report, follow this link: http://www.investorsobserver.com/agora6

TODAY'S ECONOMIC CALENDAR 7:45 a.m.: ICSC-UBS Store Sales Index (previous plus 0.2 percent) 8:00 a.m.: US Treasury Assistant Secretary Hammond speaks on financial management credibility at conference in Bethesda, Md.

8:30 a.m.: Second quarter preliminary non-farm productivity (seen as 2.0 percent, last 3.8 percent) 8:30 a.m.: Second quarter preliminary unit labor costs (seen as 1.9 percent, last 0.8 percent) 8:40 a.m.: Treasury Assistant Secretary Abernathy speaks on protecting the financial sector at a conference in Orlando 8:55 a.m.: Redbook retail sales for the week ended August 7 (last minus 0.1 percent) 10:00 a.m.: July Richmond Fed Mfg Index (last plus 14) 11:30 a.m.: Treasury Assistant Secretary Abernathy participates in financial literacy roundtable in Orlando, Fla.

2:15 p.m.: FOMC decision on interest rates 6:30 p.m.: ABC/Money Magazine Consumer Confidence for the week August 7 (last minus six)

Man Securities is one of the world's leading option order execution firms.

Man's in-house broker team offers a level of personal service and experience unavailable from no-frills discount brokers. To improve your understanding of option pricing get Man's FREE "Margin/Option Wizard software at: http://www.investorsobserver.com/mancd . Member CBOE/NASD/SPIC.

This Morning Update was prepared with data and information provided by:

InvestorsObserver.com -- Better Strategies for Making Money -> For Investors With a Sense of Humor. Only $1 for your first month plus seven free bonuses worth over $420, see: http://www.investorsobserver.com/must

247profits.com: You'll get exclusive financial commentary, access to a global network of experts and undiscovered stock alerts. Register NOW for the FREE 247profits e-Dispatch. Go to: http://www.investorsobserver.com/agora

Schaeffer's Investment Research -- Sign up for your FREE e-weekly, Monday Morning Outlook, Bernie Schaeffer's look ahead at the markets. Sign Up Now http://www.investorsobserver.com/freemo

PowerOptionsPlus -- The Best Way To Find, Compare, Analyze, and Make Money On Options Investments. For a 14-Day FREE trial and 5 FREE bonuses go to: http://www.poweroptionsplus.com/

All stocks and options shown are examples only. These are not recommendations to buy or sell any security and they do not represent in any way a positive or negative outlook for any security. Potential returns do not take into account your trade size, brokerage commissions or taxes which will affect actual investment returns. Stocks and options involve risk and are not suitable for all investors and investing in options carries substantial risk. Prior to buying or selling options, a person must receive a copy of Characteristics and Risks of Standardized Options available from Sharon at 800-837-6212 or at http://www.cboe.com/Resources/Intro.asp . Privacy policy available upon request.

http://www.newscom.com/cgi-bin/prnh/20020214/MANSECLOGO

http://photoarchive.ap.org/

DATASOURCE: Man Securities

CONTACT: Michael Lavelle of Man Securities, +1-800-837-6212

Web site: http://www.mansecurities.com/mu.html

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