"The studios still have a lot of control over who to license content to," Kessler said. The Kaufman analyst was one of three to downgrade Netflix earlier this month, along with Nat Schindler of Bank of America/Merrill Lynch and Marianne Wolk of Susquehanna Financial Group. Other analysts, though, are a little more optimistic about Netflix. For one, the company seems to be swimming along nicely, said Daniel Ernst of Hudson Square Research in New York. "They continue to execute extremely well," he commented 
Share:  "The studios still have a lot of control over who to license content to," Kessler said.<span class="sent"> The Kaufman analyst was one of three to downgrade <span class="company">Netflix</span> earlier this month, along with Nat Schindler of Bank of America/Merrill Lynch and <span class="analyst">Marianne Wolk</span> of Susquehanna Financial Group.</span> Other analysts, though, are a little more optimistic about <span class="company">Netflix</span>. For one, the company seems to be swimming along nicely, said Daniel Ernst of Hudson Square Research in New York. "They continue to execute extremely well," he commented....<span class="sent">The Kaufman analyst was one of three to downgrade <span class="company">Netflix</span> earlier this month, along with Nat Schindler of Bank of America/Merrill Lynch and <span class="analyst">Marianne Wolk</span> of Susquehanna Financial Group.</span> Other analysts, though, are a little more optimistic about <span class="company">Netflix</span>. For one, the company seems to be swimming along nicely, said Daniel Ernst of Hudson Square Research in New York. "They continue to execute extremely well," he commented. "They're almost the only game in town in the form of DVD rentals.". Tweet this 

Cash burn will also be under the microscope. Palm said it expects to end the period with more than $500 million in cash and equivalents. Jeff Fidacaro of Susquehanna estimates that Palm has enough cash to last the next 6 7 quarters, unless it raises more. 
Share:  Cash burn will also be under the microscope.<span class="sent"> <span class="company">Palm</span> said it expects to end the period with more than $500 million in cash and equivalents. <span class="analyst">Jeff Fidacaro</span> of Susquehanna estimates that <span class="company">Palm</span> has enough cash to last the next 6 7 quarters, unless it raises more.</span>...<span class="sent"><span class="analyst">Jeff Fidacaro</span> of Susquehanna estimates that <span class="company">Palm</span> has enough cash to last the next 6 7 quarters, unless it raises more. "We believe <span class="company">Palm</span> faces the dilemma of lack of unit scale to achieve operating leverage and increased near term marketing spend on print.</span> Tweet this 

Cash burn will also be under the microscope. Palm said it expects to end the period with more than $500 million in cash and equivalents. Jeff Fidacaro of Susquehanna estimates that Palm has enough cash to last the next 6 7 quarters, unless it raises more. 
Share:  Cash burn will also be under the microscope.<span class="sent"> <span class="company">Palm</span> said it expects to end the period with more than $500 million in cash and equivalents. <span class="analyst">Jeff Fidacaro</span> of Susquehanna estimates that <span class="company">Palm</span> has enough cash to last the next 6 7 quarters, unless it raises more.</span>...<span class="sent"><span class="analyst">Jeff Fidacaro</span> of Susquehanna estimates that <span class="company">Palm</span> has enough cash to last the next 6 7 quarters, unless it raises more. "We believe <span class="company">Palm</span> faces the dilemma of lack of unit scale to achieve operating leverage and increased near term marketing spend on print.</span> Tweet this 

As the year progressed, Terra rejected seven unsolicited offers from CF before Yara made its offer public. "No doubt that Terra did a great job for its shareholders," said Stephen Velgot , a special situations analyst at Susquehanna International Group LLP in New York who wasn't involved in the transaction. 
Share:  As the year progressed, <span class="company">Terra</span> rejected seven unsolicited offers from CF before Yara made its offer public.<span class="sent"> "No doubt that <span class="company">Terra</span> did a great job for its shareholders," said <span class="analyst">Stephen Velgot</span> , a special situations analyst at Susquehanna International Group LLP in New York who wasn't involved in the transaction.</span>...<span class="sent">"No doubt that <span class="company">Terra</span> did a great job for its shareholders," said <span class="analyst">Stephen Velgot</span> , a special situations analyst at Susquehanna International Group LLP in New York who wasn't involved in the transaction.</span> While pursuing <span class="company">Terra</span>, Deerfield, Illinois based CF fended off its own hostile suitor, Calgary based Agrium Inc., which yesterday said it would allow its $5.43 billion offer for CF to expire. Tweet this 

The analyst has a price target of $68 on the shares. Nike Inc.: Susquehanna Financial Group analyst Christopher Svezia reiterated a neutral rating on shares of Nike Inc ( NKE ) on Mar. 12."We believe global sales trends continue to show sequential improvement and leaner inventories should lead to better margins" for the world's largest athletic shoe maker, the analyst wrote in a note. "[W]e expect a more moderately paced margin recovery as investments accelerate and believe the current valuation is balanced against this backdrop". Svezia noted that Nike reports third quarter earnings after the close of trading Mar. 17. 
Share:  The analyst has a price target of $68 on the shares.<span class="sent"> Nike Inc.: Susquehanna Financial Group analyst <span class="analyst">Christopher Svezia</span> reiterated a neutral rating on shares of Nike Inc ( <span class="company">NKE</span> ) on Mar. 12."We believe global sales trends continue to show sequential improvement and leaner inventories should lead to better margins" for the world's largest athletic shoe maker, the analyst wrote in a note.</span> "[W]e expect a more moderately paced margin recovery as investments accelerate and believe the current valuation is balanced against this backdrop". Svezia noted that Nike reports third quarter earnings after the close of trading Mar. 17. Tweet this 

Chevron Corp said Tuesday it plans to cut 2,000 jobs this year as part of an effort to realize savings in its refining operations, as the oil major signals that recent woes in the business of making gasoline and diesel fuel will persist well beyond 2010. Chevron ( CVX 74.50 , 0.14 , 0.19% ) also plans to solicit bids for operations in Europe, including its Pembroke, Wales, refinery, as well as the Caribbean and select Central America markets. It's also reviewing operations in Hawaii and Africa, outside of South Africa. Dow Jones Industrial Average component Chevron said first quarter charges for severance are currently estimated to be in the range of $150 million to $200 million on an after tax basis, with more charges to follow since staff reductions will occur through 2011. 'Given the weak refining market, mergers and acquisitions in the sector may be hard to come by.' Brian Niemiec, Susquehanna Research Group. 
Share:  <span class="company">Chevron</span> Corp said Tuesday it plans to cut 2,000 jobs this year as part of an effort to realize savings in its refining operations, as the oil major signals that recent woes in the business of making gasoline and diesel fuel will persist well beyond 2010. <span class="company">Chevron</span> ( CVX 74.50 , 0.14 , 0.19% ) also plans to solicit bids for operations in Europe, including its Pembroke, Wales, refinery, as well as the Caribbean and select Central America markets. It's also reviewing operations in Hawaii and Africa, outside of South Africa. Dow Jones Industrial Average component <span class="company">Chevron</span> said first quarter charges for severance are currently estimated to be in the range of $150 million to $200 million on an after tax basis, with more charges to follow since staff reductions will occur through 2011.<span class="sent"> 'Given the weak refining market, mergers and acquisitions in the sector may be hard to come by.' <span class="analyst">Brian Niemiec</span>, Susquehanna Research Group.</span>...<span class="company">Chevron</span> Corp said Tuesday it plans to cut 2,000 jobs this year as part of an effort to realize savings in its refining operations, as the oil major signals that recent woes in the business of making gasoline and diesel fuel will persist well beyond 2010. <span class="company">Chevron</span> ( CVX 74.50 , 0.14 , 0.19% ) also plans to solicit bids for operations in Europe, including its Pem Tweet this 

Analysts Stephen Velgot and Kevin Kasten at SIG Susquehanna have downgraded Ashland Inc. (NYSE: ASH) from a Positive to a Neutral rating. . The stock has been downgraded as it has reached the price target set by analysts' at SIG. The shares of Ashland Inc. are currently trading at a multiple of 13.7x SIG's EPS estimate for fiscal 2010. Analysts prefer to remain on the sidelines at the moment as they do not see any near term catalysts on the horizon 
Share:  <span class="sent">Analysts <span class="analyst">Stephen Velgot</span> and Kevin Kasten at SIG Susquehanna have downgraded Ashland Inc. (NYSE: ASH) from a Positive to a Neutral rating.</span> . The stock has been downgraded as it has reached the price target set by analysts' at SIG. The shares of Ashland Inc. are currently trading at a multiple of 13.7x SIG's EPS estimate for fiscal 2010. Analysts prefer to remain on the sidelines at the moment as they do not see any near term catalysts on the horizon....<span class="sent">Analysts <span class="analyst">Stephen Velgot</span> and Kevin Kasten at SIG Susquehanna have downgraded Ashland Inc. (NYSE: ASH) from a Positive to a Neutral rating.</span> . The stock has been downgraded as it has reached the price target set by analysts' at SIG. The shares of Ashland Inc. are currently trading at a multiple of 13.7x SIG's EPS estimate for fiscal 2010. Analysts prefer to remain on the sidelines at the moment as they do not see any near term catalysts on the horizon. Tweet this 

At its current levels, Netflix is trading at about 27 times projected earnings over the next four quarters. While that may be a bargain compared to Amazon.com Inc (AMZN), which trades at about 50 times earnings, Netflix is at a 48% premium to the S&P 500 (SPX) average of 18%. Analysts remain doubtful. Marianne Wolk, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target. 
Share:  At its current levels, <span class="company">Netflix</span> is trading at about 27 times projected earnings over the next four quarters. While that may be a bargain compared to Amazon.com Inc (AMZN), which trades at about 50 times earnings, <span class="company">Netflix</span> is at a 48% premium to the S&P 500 (SPX) average of 18%. Analysts remain doubtful.<span class="sent"> <span class="analyst">Marianne Wolk</span>, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target.</span>...<span class="sent"><span class="analyst">Marianne Wolk</span>, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target.</span> "At the current levels, we believe many of the positive attributes of the <span class="company">Netflix</span> story are now better appreciated by investors," she said....At its current levels, <span class="company">Netflix</span> is trading at about 27 times projected earnings over the next four quarters. While that may be a bargain compared to Amazon.com Inc (AMZN), which trades at about 50 times earnings, <span class="company">Netflix</span> is at a 48% premium to the S&P 500 (SPX) average of 18%. Analysts remain doubtful.<span class="sent"> <span class="analyst">Marianne Wolk</span>, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target.</ Tweet this 

, which trades at about 50 times earnings, Netflix is at a 48% premium to the S&P 500 ( SPX 1,119 , +0.48 , +0.04% ) average of 18%. But even after three downgrades, Netflix shares barely registered a whimper. Marianne Wolk, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target. "At the current levels, we believe many of the positive attributes of the Netflix story are now better appreciated by investors," she said 
Share:  , which trades at about 50 times earnings, <span class="company">Netflix</span> is at a 48% premium to the S&P 500 ( SPX 1,119 , +0.48 , +0.04% ) average of 18%. But even after three downgrades, <span class="company">Netflix</span> shares barely registered a whimper.<span class="sent"> <span class="analyst">Marianne Wolk</span>, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target.</span> "At the current levels, we believe many of the positive attributes of the <span class="company">Netflix</span> story are now better appreciated by investors," she said...., which trades at about 50 times earnings, <span class="company">Netflix</span> is at a 48% premium to the S&P 500 ( SPX 1,119 , +0.48 , +0.04% ) average of 18%. But even after three downgrades, <span class="company">Netflix</span> shares barely registered a whimper.<span class="sent"> <span class="analyst">Marianne Wolk</span>, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target.</span> "At the current levels, we believe many of the positive attributes of the <span class="company">Netflix</span> story are now better appreciated by investors," she said. That said, some investors are worried, and they might have a reason to be. Tweet this 

, which trades at about 50 times earnings, Netflix is at a 48% premium to the S&P 500 ( SPX 1,119 , +0.48 , +0.04% ) average of 18%. But even after three downgrades, Netflix shares barely registered a whimper. Marianne Wolk, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target. "At the current levels, we believe many of the positive attributes of the Netflix story are now better appreciated by investors," she said 
Share:  , which trades at about 50 times earnings, <span class="company">Netflix</span> is at a 48% premium to the S&P 500 ( SPX 1,119 , +0.48 , +0.04% ) average of 18%. But even after three downgrades, <span class="company">Netflix</span> shares barely registered a whimper.<span class="sent"> <span class="analyst">Marianne Wolk</span>, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target.</span> "At the current levels, we believe many of the positive attributes of the <span class="company">Netflix</span> story are now better appreciated by investors," she said...., which trades at about 50 times earnings, <span class="company">Netflix</span> is at a 48% premium to the S&P 500 ( SPX 1,119 , +0.48 , +0.04% ) average of 18%. But even after three downgrades, <span class="company">Netflix</span> shares barely registered a whimper.<span class="sent"> <span class="analyst">Marianne Wolk</span>, an analyst with Susquehanna, wrote that her downgrade was primarily a valuation call, after its shares reached her price target.</span> "At the current levels, we believe many of the positive attributes of the <span class="company">Netflix</span> story are now better appreciated by investors," she said. That said, some investors are worried, and they might have a reason to be. Tweet this