BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Analyst Calls: APOL, CEPH, DELL, GCI, GOLD, KSS, LEN, PEET, PM ...]]>http://www.bloggingstocks.com/2011/03/30/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/03/30/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/03/30/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst Upgrades

  • Philip Morris (PM) to conviction buy from buy at Goldman.
  • Peet's Coffee (PEET) to neutral from sell at Janney Capital.
  • Cephalon (CEPH) to equal weight from underweight at Morgan Stanley.
  • StoneMor Partners (STON) to outperform from neutral at RW Baird.
  • Tibco (TIBX) to buy from underperform at BofA/Merrill.
  • Apollo Group (APOL) to outperform from market perform at BMO Capital.

Continue reading Analyst Calls: APOL, CEPH, DELL, GCI, GOLD, KSS, LEN, PEET, PM ...

Analyst Calls: APOL, CEPH, DELL, GCI, GOLD, KSS, LEN, PEET, PM ... originally appeared on BloggingStocks on Wed, 30 Mar 2011 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analyst upgradesAPOLBRKRBrukerCEPHCephalonCitrixCTXSCVVTDELLdowngradesDRCOGannettGCIGEOIGeoResourcesGOLDHBOSIllinois Tool WorksinitiationsinthenewsITWKohlsKSSLannettLCILenLennarPDSPEETPeets CoffeePhilip MorrisPMPTIERangoldSTONStoneMorTibcoTIBXWATWatersWed, 30 Mar 2011 11:20:00 EST<![CDATA[Analyst Calls: ALTR, BHI, CL, CLX, FFIV, GS, HCBK, LLTC, PG, STT, TYC ...]]>http://www.bloggingstocks.com/2011/01/20/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/20/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/20/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst Upgrades

  • Micron (MU) to buy from neutral at UBS.
  • Baker Hughes (BHI) to outperform from market perform at BMO Capital.
  • PDL BioPharma (PDLI) to outperform from sector perform at RBC Capital.
  • Fluor (FLR) and Rush Enterprises (RUSHA) to buy from neutral at BofA/Merrill.
  • Camden Property (CPT) to outperform from neutral at Macquarie.
  • Pinnacle Financial (PNFP) to buy from hold at Wunderlich.
  • Linear Technology (LLTC) to neutral from reduce at Nomura.
  • Hologic (HOLX) and Illumina (ILMN) to buy from hold at Citigroup.
  • F5 Networks (FFIV) to buy from neutral at Gleacher.

Continue reading Analyst Calls: ALTR, BHI, CL, CLX, FFIV, GS, HCBK, LLTC, PG, STT, TYC ...

Analyst Calls: ALTR, BHI, CL, CLX, FFIV, GS, HCBK, LLTC, PG, STT, TYC ... originally appeared on BloggingStocks on Thu, 20 Jan 2011 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ACLAlconAlteraALTRanalyst upgradesBaker HughesBCSIBHICalpineCaviumCAVMCHDChurch and DwightCitrixCLCloroxCLXCNIColgateCPNCPTCTXSdowngradesEnscoESVF5FFIVFLRFluorGoldman SachsGSHCBKHologicHOLXIlluminaILMNinitiationsinthenewsLLTCMannKindMicronMNKDMUNETLNetLogicPCGPDLIPGPNFPProcter and GambleRackspaceRAXRUSHAState StreetSTTTYCTycoVMWVMwareWatscoWSOThu, 20 Jan 2011 12:00:00 EST<![CDATA[Analyst Calls: AEG, AGU, MSFT, NFLX, ORCL, PTV, SPMD, WRI ...]]>http://www.bloggingstocks.com/2010/08/18/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/08/18/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/08/18/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , ,

Analyst Upgrades

  • TD Newcrest upgraded Agrium (AGU) to action list buy from hold based on a higher valuation supported by BHP's (BHP) bid for Potash (POT). The firm raised its price target for Agrium to $95 from $76.
  • Wells Fargo upgraded Weingarten Realty (WRI) to outperform from market perform, citing valuation and stronger retail occupancy.
  • Deutsche Bank upgraded Aegon (AEG) to buy from hold after the company won European Union approval for its recapitalization using state aid.
  • HCP Inc. (HCP) was upgraded to buy from hold at Argus.
  • MedAssets (MDAS) was upgraded to buy from accumulate at Madison Williams.
  • BreitBurn Energy (BBEP) was upgraded to outperform from sector perform at RBC Capital.

Continue reading Analyst Calls: AEG, AGU, MSFT, NFLX, ORCL, PTV, SPMD, WRI ...

Analyst Calls: AEG, AGU, MSFT, NFLX, ORCL, PTV, SPMD, WRI ... originally appeared on BloggingStocks on Wed, 18 Aug 2010 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AEGAGUanalyst upgradesBBEPBMCCACISCTXSdowngradesENPEVEPHCPinitiationsinthenewsIRISLPNTMDASMSFTNetflixNFLXOracleORCLPTVSPMDSYMCWRIWed, 18 Aug 2010 11:00:00 EST<![CDATA[Analyst Calls: ACI, BA, COP, CTXS, CVS, NGS, NVDA, VPRT, WSM ...]]>http://www.bloggingstocks.com/2010/07/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/07/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/07/29/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst Upgrades

  • BofA/Merrill upgraded ConocoPhillips (COP) to neutral from underperform following the better-than-expected Q2 report. The firm has a $61 price target on shares.
  • Deutsche Bank upgraded Citrix Systems (CTXS) to buy from hold following the company's Q2 results and raised its target for shares to $65 from $45. Shares were also upgraded to neutral from underperform at Cowen following the better-than-expected Q2 report.
  • Macquarie upgraded Arch Coal (ACI) to outperform from underperform and raised its price target to $29 from $23. The firm expects PRB priced to move higher given increased domestic and export demand combined with supply shortfalls.
  • Boeing (BA) was upgraded to hold from sell at Societe Generale.
  • Equinix (EQIX) was upgraded to outperform from perform at Oppenheimer.
  • Williams-Sonoma (WSM) was upgraded to equal weight from underweight at Barclays.

Continue reading Analyst Calls: ACI, BA, COP, CTXS, CVS, NGS, NVDA, VPRT, WSM ...

Analyst Calls: ACI, BA, COP, CTXS, CVS, NGS, NVDA, VPRT, WSM ... originally appeared on BloggingStocks on Thu, 29 Jul 2010 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ACIAMDBABKCCBoeingCOPCTXSCVSCVS CaremarkdowngradesEQIXFTOinitiationsinthenewsNETLNGSNvidiaONEQEPRLDSYMCTNEVRPTWilliams-SonomaWSMThu, 29 Jul 2010 11:30:00 EST<![CDATA[Citrix Systems: As Expected, Uptrend Continues]]>http://www.bloggingstocks.com/2010/03/08/citrix-systems-as-expected-uptrend-continues/http://www.bloggingstocks.com/2010/03/08/citrix-systems-as-expected-uptrend-continues/http://www.bloggingstocks.com/2010/03/08/citrix-systems-as-expected-uptrend-continues/#commentsFiled under:

One has to like the stock trend of server/deskstop virtualization software solutions designer Citrix Systems (CTXS), first discussed here on June 16, 2009, at a price of $33.09.

Back in June 2009, the argument was forwarded that U.S. information technology spending would rise better than 4% and that institutional investors would hence look past CTXS's flatish FY2009 revenue to a near 10% gain in FY2010, and that's pretty much what has transpired.

Continue reading Citrix Systems: As Expected, Uptrend Continues

Citrix Systems: As Expected, Uptrend Continues originally appeared on BloggingStocks on Mon, 08 Mar 2010 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Citrix SystemsCTXSMon, 08 Mar 2010 15:30:00 EST<![CDATA[Analyst Upgrades, Downgrades and Initiations: CTXS, DE, GPI, NTAP, VMI, XNPT ...]]>http://www.bloggingstocks.com/2010/02/18/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2010/02/18/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2010/02/18/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , ,

Analyst Upgrades

  • JPMorgan upgraded Deere (DE) to overweight from neutral and raised its target on shares to $65 from $52. JPMorgan believes the company's fundamentals are improving and sees signs of a recovery in forestry, turf and earth-moving equipment.
  • Piper Jaffray upgraded Valmont (VMI) to neutral from underweight on valuation following the company's Q4 results. The firm lowered its target price on shares to $70 from $74.
  • Soleil upgraded Group 1 Automotive (GPI) to buy from hold on valuation with a $36 price target. The firm believes negative news flow for Toyota has created an opportunity to accumulate shares.
  • Bernstein upgraded Deutsche Telekom (DT) to outperform from market perform.
  • Nucor (NUE) was upgraded to neutral from underperform at BofA/Merrill.
  • American Eagle (AEO) was upgraded to outperform from market perform at Wells Fargo.

Continue reading Analyst Upgrades, Downgrades and Initiations: CTXS, DE, GPI, NTAP, VMI, XNPT ...

Analyst Upgrades, Downgrades and Initiations: CTXS, DE, GPI, NTAP, VMI, XNPT ... originally appeared on BloggingStocks on Thu, 18 Feb 2010 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ACORAEOAGCOanalyst upgradesANDEAUCAMCTXSDEDeeredowngradesDRQDTGPIinitiationsinthenewsMDCANTAPNUEVMIWSOXNPTZIOPThu, 18 Feb 2010 11:30:00 EST<![CDATA[Analyst Upgrades, Downgrades and Initiations: AMLN, CI, CTXS, HSY, KRA, TSCO, TXN ...]]>http://www.bloggingstocks.com/2010/01/26/analyst-upgrades-downgrades-and-initiations-amln-ci-ctxs-hs/http://www.bloggingstocks.com/2010/01/26/analyst-upgrades-downgrades-and-initiations-amln-ci-ctxs-hs/http://www.bloggingstocks.com/2010/01/26/analyst-upgrades-downgrades-and-initiations-amln-ci-ctxs-hs/#commentsFiled under: , , , ,

Analyst Upgrades

  • Jefferies upgraded Citrix Systems (CTXS) to buy from hold and raised its target to $48 from $43, citing VMware's (VMW) strong Q4 report and survey results that indicate continued strength for Citrix.
  • Citigroup upgraded Amylin Pharmaceuticals (AMLN) to buy from hold on confidence the company's LAR drug will be approved following the approval of Novo Nordisk's (NVO) Victoza. Citi raised its target price for Amylin shares to $27 from $4.
  • Baird upgraded Texas Instruments (TXN) to outperform from neutral and raised its target to $30 from $28. The firm believes it is too early to take profits in Texas Instruments and notes that checks continue to indicate a continued recovery in end-demand.
  • Lexmark (LXK) was upgraded to overweight from equal weight at Barclays.
  • Salix (SLXP) was upgraded to outperform from perform at Oppenheimer.
  • Plexus (PLXS) was lifted to outperform from neutral at Credit Suisse.

Continue reading Analyst Upgrades, Downgrades and Initiations: AMLN, CI, CTXS, HSY, KRA, TSCO, TXN ...

Analyst Upgrades, Downgrades and Initiations: AMLN, CI, CTXS, HSY, KRA, TSCO, TXN ... originally appeared on BloggingStocks on Tue, 26 Jan 2010 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AMLNanalyst upgradesAWKCICIECignaCTXSdowngradesGXDXHersheyHSYinitiationsinthenewsKRALSTZALXKNILENVOPLXSPXPSLXPTexas InstrumentsTNBTSCOTXNVMWWBDTue, 26 Jan 2010 11:40:00 EST<![CDATA[Citrix Systems: Back Up the Truck]]>http://www.bloggingstocks.com/2009/12/17/citrix-systems-back-up-the-truck/http://www.bloggingstocks.com/2009/12/17/citrix-systems-back-up-the-truck/http://www.bloggingstocks.com/2009/12/17/citrix-systems-back-up-the-truck/#commentsFiled under:

Need to buy another holiday gift to complete your list? Consider the gift of server/desktop virtualization software solutions designer Citrix Systems Inc. (CTXS), whose stock continues to advance, as expected. And it goes without saying that I'm reiterating my buy rating for the company's shares, first recommended on June 16, 2009 at a price of $33.09. If you bought CTXS in June, you're up about 18%.

In June, the argument was forwarded that U.S. information technology spending would not decline by the projected 5-7% in FY2009, and that institutional investors would hence look past CTXS's flat-ish FY2009 revenue to a likely, near 10% gain in FY2010, and that's pretty much what has transpired.

Continue reading Citrix Systems: Back Up the Truck

Citrix Systems: Back Up the Truck originally appeared on BloggingStocks on Thu, 17 Dec 2009 17:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Citrix SystemsCTXSThu, 17 Dec 2009 17:30:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: ANF, DPS, LMT, NOK, OXY, SHW ...]]>http://www.bloggingstocks.com/2009/10/12/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/10/12/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/10/12/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , ,

Analyst upgrades:

  • Citigroup upgraded Polaris Industries (NYSE: PII) to Buy from Hold after channel checks indicated the company's sales trends improved through September. The firm raised its target on shares to $49 from $33.
  • Jefferies upgraded Citrix Systems (NASDAQ: CTXS) to Hold from Underperform after channel checks indicated IT spending will be strong in the second half of 2009, but the firm finds the stock fully valued at current levels. Jefferies raised its target on shares to $40 from $32.
  • Pali Captital upgraded Abercrombie & Fitch (NYSE: ANF) to Buy from Neutral on valuation and expectations that lower pricing and international growth will be catalysts going forward. The firm set a $45 price target on shares.
  • Plum Creek Timber (NYSE: PCL) was upgraded to Neutral from Underweight at JPMorgan.
  • Advanced Micro (NYSE: AMD) was upgraded to Buy from Neutral at UBS.
  • PPD Inc. (NASDAQ: PPDI) was upgraded to Outperform from Neutral at Baird.

Continue reading Analyst upgrades, downgrades and initiations: ANF, DPS, LMT, NOK, OXY, SHW ...

Analyst upgrades, downgrades and initiations: ANF, DPS, LMT, NOK, OXY, SHW ... originally appeared on BloggingStocks on Mon, 12 Oct 2009 11:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AMDanalyst upgradesANFBDKBRCDCTXSdowngradesDPSESRXFSTGDinitiationsinthenewsLMTNOKOXYPCLPIIPPDISHWSNDKTGHWDCMon, 12 Oct 2009 11:50:00 EST<![CDATA[Citrix Systems: Steady uptrend]]>http://www.bloggingstocks.com/2009/10/07/citrix-systems-steady-uptrend/http://www.bloggingstocks.com/2009/10/07/citrix-systems-steady-uptrend/http://www.bloggingstocks.com/2009/10/07/citrix-systems-steady-uptrend/#commentsFiled under:

Server/deskstop virtualization software solutions designer Citrix Systems (NASDAQ: CTXS) continues to advance, as expected, which is why I'm Reiterating my Buy rating for the company, first recommended on June 16, 2009 at a price of $33.09.

In June, the argument was made that U.S. information technology spending would not decline by the projected 5-7% in FY2009, and that institutional investors would also look past CTXS's flatish FY2009 revenue to a near 10% gain in FY2010, and that's pretty much what has transpired. Shares have risen about 19% since the June Buy recommendation. The First Call FY2009/FY2010 EPS estimates for CTXS are $1.64 to $1.88.

Continue reading Citrix Systems: Steady uptrend

Citrix Systems: Steady uptrend originally appeared on BloggingStocks on Wed, 07 Oct 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Citrix SystemsCTXSWed, 07 Oct 2009 15:00:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: AZN, AZO, BBBY, CAH, CPN, LLL, LTD ...]]>http://www.bloggingstocks.com/2009/09/24/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/24/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/24/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , ,

Analyst upgrades:

  • FBR Capital upgraded AutoZone (NYSE: AZO) to Market Perform from Underperform on valuation following the company's Q4 results but lowered its target on shares to $134 from $137.
  • Citigroup upgraded Calpine (NYSE: CPN) to Buy from Hold on valuation following Wednesday's sell-off. The firm believes Harbinger's share sale reflects an issue with the shareholders, not with the company, and raised its price target on the stock to $16.50 from $13.
  • Credit Suisse upgraded Knight Transportation (NYSE: KNX) to Neutral from Underperform and raised its target to $17 from $16 based on valuation and the improved freight environment.
  • Citrix Systems (NASDAQ: CTXS) was upgraded to Conviction Buy from Buy at Goldman.
  • Webster Financial (NYSE: WBS) was upgraded to Outperform from Sector Perform at RBC Capital.
  • Dr. Reddy's Labs (NYSE: RDY) was upgraded to Overweight from Equal Weight at Morgan Stanley.

Continue reading Analyst upgrades, downgrades and initiations: AZN, AZO, BBBY, CAH, CPN, LLL, LTD ...

Analyst upgrades, downgrades and initiations: AZN, AZO, BBBY, CAH, CPN, LLL, LTD ... originally appeared on BloggingStocks on Thu, 24 Sep 2009 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLYYAGNCanalyst upgradesAZNAZOBAIRYBBBYCAHCPNCTXSDLAKYdowngradesGENZinitiationsinthenewsLLLLTDPIKERDYVRUSWBSThu, 24 Sep 2009 11:20:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: AIG, DFS, ERIC, GE, HOG, SYMC ...]]>http://www.bloggingstocks.com/2009/09/08/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/08/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/09/08/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , , , ,

Analyst upgrades:

  • Bernstein upgraded Lincoln National (NYSE: LNC) to Outperform from Market Perform based on relative valuation and expectations the company will repay TARP without a capital raise. The firm raised its target to $34 from $26.
  • Thomas Weisel upgraded Ticketmaster (NASDAQ: TKTM) to Overweight from Market Weight and raised its target to $12 from $8 citing dynamic ticket pricing and the potential merger with Live Nation (NYSE: LYV).
  • Citigroup upgraded Harley-Davidson (NYSE: HOG) to Hold from Sell after channel checks indicated retail sales have improved since Q2. The firm raised its target on shares to $26 from $14.
  • McDermott (NYSE: MDR) was upgraded to Outperform from Neutral at Credit Suisse.
  • Ericsson (NASDAQ: ERIC) was upgraded to Hold from Sell at Deutsche Bank.
  • General Electric (NYSE: GE) was upgraded to Overweight from Neutral at JPMorgan.

Continue reading Analyst upgrades, downgrades and initiations: AIG, DFS, ERIC, GE, HOG, SYMC ...

Analyst upgrades, downgrades and initiations: AIG, DFS, ERIC, GE, HOG, SYMC ... originally appeared on BloggingStocks on Tue, 08 Sep 2009 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AIGanalyst upgradesARRYBYDCFNCTXSDFSdowngradesERICGEGeneral ElectricGSMHarley-DavidsonHOGinitiationsLNCLYVMDROCNPMTRHTSYMCTKTMVMWVTGTue, 08 Sep 2009 11:20:00 EST<![CDATA[Citrix Systems: Buy on a pull-back ]]>http://www.bloggingstocks.com/2009/06/16/citrix-systems-buy-on-a-pull-back/http://www.bloggingstocks.com/2009/06/16/citrix-systems-buy-on-a-pull-back/http://www.bloggingstocks.com/2009/06/16/citrix-systems-buy-on-a-pull-back/#commentsFiled under:

Has the recent share price surge in virtualization and remote access software developer Citrix Systems (NASDAQ: CTXS) been excessive? Indeed it has, but that does not blot-out the Buy on a pull-back thesis, for moderate-risk investors. Here's why:

In general, analysts see 8-12% revenue growth for Citrix in FY2009, aided by gains in license updates and services, and by firming results in new product and software purchases.

Continue reading Citrix Systems: Buy on a pull-back

Citrix Systems: Buy on a pull-back originally appeared on BloggingStocks on Tue, 16 Jun 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Citrix SystemsCTXSTue, 16 Jun 2009 16:40:00 EST<![CDATA[Cramer on BloggingStocks: Tech's unjustified super bull market run ]]>http://www.bloggingstocks.com/2009/06/15/cramer-on-bloggingstocks-techs-unjustified-super-bull-market-r/http://www.bloggingstocks.com/2009/06/15/cramer-on-bloggingstocks-techs-unjustified-super-bull-market-r/http://www.bloggingstocks.com/2009/06/15/cramer-on-bloggingstocks-techs-unjustified-super-bull-market-r/#commentsFiled under: , , , , , , , ,

TheStreet.com's Jim Cramer says these stocks have become too expensive without takeovers and a more robust economy.

One after another after another, these software charts are amazing. And, I might add, a bit scary. How did McAfee (NYSE: MFE) (Cramer's Take) make that kind of move just on security software? Didn't Microsoft (NASDAQ: MSFT) (Cramer's Take) just say -- admittedly for the 4 millionth time -- that it was going to give away free anti-virus software? Or Citrix (NASDAQ: CTXS) (Cramer's Take)? What's that all about? How could it return to those levels?

There were rumors of a Cisco (NASDAQ: CSCO) (Cramer's Take) takeover a week or two ago, and, amazingly, when it didn't come true, the stock hung in.

Continue reading Cramer on BloggingStocks: Tech's unjustified super bull market run

Cramer on BloggingStocks: Tech's unjustified super bull market run originally appeared on BloggingStocks on Mon, 15 Jun 2009 09:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>adbeadskbmccrmcscoctxsddupemcfeaturedjim cramerJimCramermfemsftntaporclMon, 15 Jun 2009 09:50:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: QCOM, AAPL, IBM, BP, MS, VMW, TVA ... ]]>http://www.bloggingstocks.com/2009/04/23/analyst-upgrades-downgrades-and-initiations-qcom-aapl-ibm-bp-ms/http://www.bloggingstocks.com/2009/04/23/analyst-upgrades-downgrades-and-initiations-qcom-aapl-ibm-bp-ms/http://www.bloggingstocks.com/2009/04/23/analyst-upgrades-downgrades-and-initiations-qcom-aapl-ibm-bp-ms/#commentsFiled under: , , , , , , , , ,

Analyst upgrades:
  • Jefferies upgraded Brocade (NASDAQ: BRCD) to Buy from Hold on expectations expanding OEM partnerships, new products and entry into new markets will drive long-term growth. The firm's channel checks indicate the first phase of an IBM (NYSE: IBM) deal for ethernet products will be announced next week. Jefferies raised its target price on the stock to $6 from $3.50.
  • JMP Securities upgraded Broadcom (NASDAQ: BRCM) to Market Perform from Underperform citing the potential settlement with Qualcomm (NASDAQ: QCOM). The firm said Broadcom has far more to gain than Qualcomm has to lose.
  • Citigroup upgraded Air Products (NYSE: APD) and Praxair (NYSE: PX) to Buy from Hold on expectations that an improvement in customer operating rates will benefit gas companies. The firm raised its target price on Air Products to $70 from $55 and on Praxair to $79 from $63.
  • Royal Bank of Scotland upgraded BP Plc (NYSE: BP) to Buy from Hold to reflect its dividend yield at current levels.
  • Apple (NASDAQ: AAPL) was raised to Outperform from Underperform at RBC Capital.
  • T. Rowe Price (NYSE: TROW) was upgraded at Sandler O'Neill to Hold from Sell.
  • Morgan Stanley (NYSE: MS) was lifted to Neutral from Underperform at Banc of America/Merrill.

Continue reading Analyst upgrades, downgrades and initiations: QCOM, AAPL, IBM, BP, MS, VMW, TVA ...

Analyst upgrades, downgrades and initiations: QCOM, AAPL, IBM, BP, MS, VMW, TVA ... originally appeared on BloggingStocks on Thu, 23 Apr 2009 10:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>amscapdbkccbpbrcdbrcmctxseqixffivgxdxibmmsnsrpkxppdipxqcomtevatrowvmwThu, 23 Apr 2009 10:20:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: EXPE, JNJ, HOT, URBN, SNE ... ]]>http://www.bloggingstocks.com/2009/03/20/analyst-upgrades-downgrades-and-initiations-expe-jnj-hot-ur/http://www.bloggingstocks.com/2009/03/20/analyst-upgrades-downgrades-and-initiations-expe-jnj-hot-ur/http://www.bloggingstocks.com/2009/03/20/analyst-upgrades-downgrades-and-initiations-expe-jnj-hot-ur/#commentsFiled under: , , , , , , ,

Analyst upgrades:
  • Citigroup upgraded Expedia (NASDAQ: EXPE) to Buy from Hold as they believe the company's fee elimination coupled with 2009 industry trends could lead to market share gains and that the valuation is compelling at current levels. Citigroup raised its price target to $14 from $9 on EXPE shares.
  • Credit Suisse upgraded Lukoil (OTC: LUKOY) to Outperform from Neutral as it believes lower taxes and the ruble's decline will increase profitability.
  • Soleil upgraded Jo Ann Stores (NYSE: JAS) to Buy from Hold as it believes the company's sales results in the first half of 2009 could top expectations. The firm raised its target price to $20 from $16.
  • Johnson & Johnson (NYSE: JNJ) was upgraded to Buy from Neutral at UBS.
  • Bayer AG (OTC: BAYRY) was lifted to Buy from Neutral at Banc of America/Merrill.
  • ManTech (NASDAQ: MANT) was raised at Wachovia to Outperform from Market Perform.

Continue reading Analyst upgrades, downgrades and initiations: EXPE, JNJ, HOT, URBN, SNE ...

Analyst upgrades, downgrades and initiations: EXPE, JNJ, HOT, URBN, SNE ... originally appeared on BloggingStocks on Fri, 20 Mar 2009 10:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bayrycbtcdiicsiictxsdnnexpehotjackjasjcijnjlukoymantmndlmxwlsneurbnFri, 20 Mar 2009 10:50:00 EST<![CDATA[Chipmaker earnings and other top tech news]]>http://www.bloggingstocks.com/2009/01/29/chipmaker-earnings-and-other-top-tech-news/http://www.bloggingstocks.com/2009/01/29/chipmaker-earnings-and-other-top-tech-news/http://www.bloggingstocks.com/2009/01/29/chipmaker-earnings-and-other-top-tech-news/#commentsFiled under: , , , ,

This post was written by Minyanville contributor Sean Udall.

Broadcom (NASDAQ: BRCM) reports tonight and it is getting hit due to the poor report from Qualcomm (NASDAQ: QCOM). QCOM lowered guidance quite a bit -- in fact, enough that I likely may not have to worry much about QCOM for the next couple quarters. Low $30's would present solid value.

Getting back to BRCM, I still feel it is one of the few must own chip names. I think it has enough innovation and diversification to avoid the 35-40% sequential reductions I am seeing from many in the chip space. However, I also think a lowering of the bar is priced into BRCM's shares and anything less than a disaster should keep the stock above $16.50 (assuming we avoid another shock down to the whole market). Anything around that level ($16.50) and lower would have me adding the shares. I've taken gains recently in trading shares and am hoping to add BRCM back on just a bit more weakness.

Continue reading Chipmaker earnings and other top tech news

Chipmaker earnings and other top tech news originally appeared on BloggingStocks on Thu, 29 Jan 2009 15:00:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>brcmbroadcomcavmctxsfeaturedmlnxqcomqualcommsean udallSeanUdallspwrasunpowertodd harrisonToddHarrisonvmwvmwareThu, 29 Jan 2009 15:00:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: CS, CI, UNH, AMAT, NFLX]]>http://www.bloggingstocks.com/2009/01/29/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/01/29/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/01/29/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , , , ,

Analyst upgrades:
  • Jefferies upgraded MSC Industrial (NYSE:MSM) to Buy from Hold after meeting with management as they believe shares are attractive at current levels. The firm raised their target price to $44 from $32.
  • UBS upgraded DuPont Fabros (NYSE:DFT) to Buy from Neutral and raised their target to $7 from $2. The firm believes DuPont Fabros will receive a waiver on its CH1 Construction loan for at least a year.
  • Royal Bank of Scotland upgraded Credit Suisse (NYSE:CS) to Buy from Hold to reflect the company's derisking of its trading book.
  • Smith & Nephew (NYSE:SNN) was upgraded to Buy from Neutral at Goldman and added to the Conviction Buy List; Cigna (NYSE:CI) was also added to the Conviction Buy List.
  • Affymetrix (NASDAQ:AFFX) was raised to Equal Weight from Underweight at Morgan Stanley.
  • Airtran Holdings (NYSE:AAI) was upgraded to Buy from Hold at Jesup & Lamont.

Continue reading Analyst upgrades, downgrades and initiations: CS, CI, UNH, AMAT, NFLX

Analyst upgrades, downgrades and initiations: CS, CI, UNH, AMAT, NFLX originally appeared on BloggingStocks on Thu, 29 Jan 2009 12:11:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaiacasaffxaldamatapeibairycicsctxsdftdrysdvagwwibkcirbtmsmnflxunhThu, 29 Jan 2009 12:11:00 EST<![CDATA[Post-election investment thoughts: Energy, tech, infrastructure]]>http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/http://www.bloggingstocks.com/2008/11/05/post-election-investment-thoughts-energy-tech-infrastructure/#commentsFiled under: , , , , , ,

This post was written by Minyanville contributor Sean Udall.

Through my career I've generally stayed apolitical with regard to investment and trading decisions, but there have been times when some higher percentage trades have presented themselves due to political circumstances. Examples include: the tech push in Clinton's second term, the defense sector after Bush's 2000 victory, as well as the oil patch. Based on that, here are some overriding thoughts, in no particular order.

  • The market has moved to the phase where many if not most participants want and expect a pullback. Since the market confounds the greatest number of players most of the time, is a big pullback a lower probability event now? Moreover, does the selling panic of much of October turn into a buying panic in the coming weeks and months? I'm letting the charts lead me here but aware that this bullish case could possibly trump terrible economic conditions.

  • I still think the alt energy patch (solar, wind, battery tech, clean coal) will produce some of the best winners, but a lot of easy money has been made in just days. Quality and fundamentals will likely count much more now than over the past few months. Also, extended runs may become vulnerable quickly if policy decisions do not show quick tangible follow-through. Companies with the best balance sheets and funding sources will benefit the most and have the least downside on sharp technical pullbacks.

    • Continue reading Post-election investment thoughts: Energy, tech, infrastructure

    Post-election investment thoughts: Energy, tech, infrastructure originally appeared on BloggingStocks on Wed, 05 Nov 2008 13:00:00 EST. Please see our terms for use of feeds.

    Read | Permalink | Email this | Comments]]>    110508aecomakamakamaibbybest buyBestBuyctrixctxsfeaturedffivmdrobamapoliticspwrquantavmwWed, 05 Nov 2008 13:00:00 EST    <![CDATA[Analyst calls: GM, F, BAC, PFE, APOL, SYMC . . .]]>http://www.bloggingstocks.com/2008/10/08/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2008/10/08/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2008/10/08/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , ,

    Analyst upgrades:

    • Jefferies upgraded shares of Safeway (NYSE: SWY) to Hold from Underperform on valuation as they believe the company's pricing pressure and sluggish sales trends are now priced in. The firm raised its target to $23.50 from $21.
    • Merrill upgraded Pfizer (NYSE: PFE) to Buy from Underperform citing attractive dividend yield and stabilizing businesses.
    • Banc of America upgraded shares of Apollo Group (NASDAQ: APOL) to Neutral from Sell and raised APOL's target to $60 from $48 on valuation as they see a balanced risk/reward at current levels.
    • Nucor (NYSE: NUE) was raised to Overweight from Equal Weight at Morgan Stanley.
    • Citrix Systems (NASDAQ: CTXS) and Symantec (NASDAQ: SYMC) were upgraded to Overweight from Neutral at JP Morgan.
    • Keefe Bruyette upgraded Jefferies Group (NYSE: JEF) and Bank of America (NYSE: BAC) to Market Perform from Underperform.

    Analyst downgrades:

    Continue reading Analyst calls: GM, F, BAC, PFE, APOL, SYMC . . .

    Analyst calls: GM, F, BAC, PFE, APOL, SYMC . . . originally appeared on BloggingStocks on Wed, 08 Oct 2008 11:50:00 EST. Please see our terms for use of feeds.

    Permalink | Email this | Comments]]>    APOLATVIAUTHBACCPNCTXSDPSFGMHLSHSTJEFKWRMYGNNUEPFERHBRNWKSAYSTLDSWYSYMCWITXWed, 08 Oct 2008 11:50:00 EST