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FinancialEngines posts

Analyst Calls: CF, JCI, BAX, NWL, UTL, NOK, VMW, ANF, DELL

Posted Apr 26th 2010 10:00AM by Laurie Pasternack (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Dell (DELL), Nokia Corp. (NOK), Baxter Intl (BAX), Newell Rubbermaid (NWL), Abercrombie and Fitch (ANF), Analyst Initiations, Johnson Controls (JCI)

Analyst upgrades

UBS upgraded CF Industries (CF) to neutral from sell. The firm cites valuation for the upgrade. In addition, UBS raised its price target on shares to $84 from $81.
Baird upgraded Johnson Controls (JCI) to outperform from neutral and raised its price target to $42 from $33. The upgrade was based on improving margins, China growth, and upside from a cyclical recovery.
Barrington upgraded G&K Services (GKSR) to outperform from market perform ahead of the company's Q3 results to reflect optimism regarding the company's operational turnaround. The firm set a $35 price target for shares.
LaSalle Hotel (LHO) was upgraded to top pick from outperform at RBC Capital.
Zimmer (ZMH) was upgraded to overweight from neutral at JPMorgan.
Thermo Fisher (TMO) was upgraded to buy from hold at Jefferies.

Continue reading Analyst Calls: CF, JCI, BAX, NWL, UTL, NOK, VMW, ANF, DELL

Financial Engines: online retirement service plans for an IPO

Posted Dec 9th 2009 3:10PM by Tom Taulli (RSS feed)
Filed under: Goldman Sachs Group (GS), Initial Public Offerings

As the responsibility for retirement shifts to the individual, there is a growing need for investment counsel. However, employers are hesitant in providing advice because of the fiduciary risks and liabilities.

But this has been a huge opportunity for independent service providers, such as Financial Engines. In fact, to capitalize on things, the company has filed to go public.

At the core of Financial Engines is a sophisticated platform for financial planning, which is based on the portfolio analysis of Nobel Laureate, Professor William F. Sharpe (who is also the company's co-founder). This allows for building optimal decisions based on past financial performance, expense levels, manager performance, asset class exposures, tax efficiency and risk tolerances. In other words, individuals can get top-quality financial advice that would typically be available mostly to those with large portfolios.

Continue reading Financial Engines: online retirement service plans for an IPO