Analyst Upgrades

• Dominion (D) to buy from hold at Deutsche Bank.
• Corinthian Colleges (COCO) to outperform from underperform at RBC Capital.
• Canadian National (CNI) to sector outperformer from sector performer at CIBC.
• DragonWave (DRWI) to buy from hold at Jefferies.
• Infosys (INFY) to overweight from equal weight at Morgan Stanley.
• SL Green Realty (SLG), Lexington Realty (LXP) and Taubman Centers (TCO) to overweight from neutral at JPMorgan.
• Sunstone Hotel (SHO) to buy from neutral and Extra Space Storage (EXR) to buy from hold at KeyBanc.

Continue reading Analyst Calls: AEP, CCL, CNI, D, FDX, HAS, INFY, MAT, RCL, S, T, UPS, VZ ...

Analyst Calls: AEP, CCL, CNI, D, FDX, HAS, INFY, MAT, RCL, S, T, UPS, VZ ... originally appeared on BloggingStocks on Fri, 14 Jan 2011 11:20:00 EST. Please see our terms for use of feeds.

Analyst Upgrades

• Yingli Green (YGE) to outperform from market perform at Wells Fargo.
• National Semiconductor (NSM) to outperform from market perform at FBR Capital.
• DuPont (DD) to buy from hold at Citigroup.
• Blackboard (BBBB) to overweight from neutral at JPMorgan.
• Kindred Healthcare (KND) to buy from hold at Jefferies.
• Peabody Energy (BTU) to outperform from market perform at BMO Capital.
• Savvis (SVVS) to buy from neutral and InterActiveCorp (IACI) to neutral from underperform at BofA/Merrill.

Continue reading Analyst Calls: BRCM, BTU, DD, EBAY, KR, MRVL, NSM, PCX, SVVS, TWX ...

Analyst Calls: BRCM, BTU, DD, EBAY, KR, MRVL, NSM, PCX, SVVS, TWX ... originally appeared on BloggingStocks on Fri, 03 Dec 2010 10:40:00 EST. Please see our terms for use of feeds.

Analyst Upgrades

• Goldman upgraded CSX (CSX) to neutral from sell.
• General Cable (BGC) was upgraded to buy from hold at KeyBanc.
• Morgan Stanley upgraded Chart Industries (GTLS) and Dresser Rand (DRC) to overweight from equal weight.
• Blackrock (BLK) was upgraded to outperform from neutral at Macquarie.
• Credit Suisse upgraded Zions Bancorp (ZION) to neutral from underperform and GameStop (GME) to outperform from neutral.
• Honeywell (HON) was upgraded to outperform from sector perform at RBC Capital.
• Panera Bread (PNRA) was upgraded to buy from neutral at SunTrust.

Continue reading Analyst Calls: AMD, BLK, CSX, DKS, GME, HGSI, HON, KEY, NSC, STP, ZION ...

Analyst Calls: AMD, BLK, CSX, DKS, GME, HGSI, HON, KEY, NSC, STP, ZION ... originally appeared on BloggingStocks on Wed, 17 Nov 2010 12:00:00 EST. Please see our terms for use of feeds.

Analyst Upgrades

• Citigroup upgraded Colgate (CL) and Phillips-Van Heusen (PVH) to buy from hold.
• Wells Fargo upgraded IDACORP (IDA) to outperform from market perform.
• Union Pacific (UNP) was upgraded to outperform from neutral at RW Baird.
• Goldman upgraded Quicksilver (KWK) to neutral from sell.
• Republic Airways (RJET) was upgraded to buy from hold at Deutsche Bank.
• BofA/Merrill upgraded GAMCO Investors (GBL) to neutral from underperform.
• Senior Housing (SNH) was upgraded to outperform from market perform at JMP Securities.

Continue reading Analyst Calls: AKAM, CL, DB, JASO, MON, PVH, RAX, UNP ...

Analyst Calls: AKAM, CL, DB, JASO, MON, PVH, RAX, UNP ... originally appeared on BloggingStocks on Mon, 15 Nov 2010 12:00:00 EST. Please see our terms for use of feeds.

Options Update: JA Solar Lolatility Low as Shares Trend Higher into Solar Power Convention originally appeared on BloggingStocks on Wed, 13 Oct 2010 09:00:00 EST. Please see our terms for use of feeds.

Continue reading Closing Bell: Slow Growth Better Than No Growth (NYT, SLAB, V, MA, ZGEN, JASO)

Closing Bell: Slow Growth Better Than No Growth (NYT, SLAB, V, MA, ZGEN, JASO) originally appeared on BloggingStocks on Wed, 08 Sep 2010 16:00:00 EST. Please see our terms for use of feeds.

This morning, JA Solar Holdings (JASO) announced that it has signed multiple supply agreements with "several customers" to provide solar cells in 2011. The company will supply the solar cells from January 2011 through December 2011, but they are accompanied with prepayments or the delivery.

The company's CEO Dr. Peng Fang stated, "We are seeing very strong demand for our technologically advanced, high-quality products from our diverse global customer base ... Our customers view JA Solar as a reliable supplier partner and rely on JA to provide them with their 2011 product requirements."

Continue reading JA Solar Lands Solar Cell Supply Agreements

JA Solar Lands Solar Cell Supply Agreements originally appeared on BloggingStocks on Wed, 08 Sep 2010 15:40:00 EST. Please see our terms for use of feeds.

Here are some highlights from this past week's earnings coverage on BloggingStocks:

• Abercrombie & Fitch Co. (ANF) received an analyst's upgrade ahead of next week's Q4 earnings report.
• Acer Inc. reported its highest quarterly earnings in almost three years due in part to growth in shipments.
• Baidu Inc. (BIDU) swung to a better-than-expected Q4 profit, with strong revenue growth, and offered rosy guidance.
• Biogen Idec Inc. (BIIB) offered an upside surprise as well as full-year earnings above Wall Street estimates.
• Coinstar Inc. (CSTR) strong quarterly results and guidance, as well as litigation concerns, failed to inspire Wall Street.
• Coca-Cola Co. (KO) posted strong Q4 and full-year earnings results due to growth in emerging markets.

Continue reading Earnings Highlights: Acer, Baidu, Coca-Cola, Disney, Hasbro, Sprint ...

Earnings Highlights: Acer, Baidu, Coca-Cola, Disney, Hasbro, Sprint ... originally appeared on BloggingStocks on Sat, 13 Feb 2010 14:40:00 EST. Please see our terms for use of feeds.

Continue reading JA Solar Ups Forecast, Receives Upgrade

JA Solar Ups Forecast, Receives Upgrade originally appeared on BloggingStocks on Fri, 12 Feb 2010 10:40:00 EST. Please see our terms for use of feeds.

Continue reading Closing Bell: The Return of Some Normalcy ... (AYE, FE, JASO, ALU, BSX, ATVI, ERTS)

Closing Bell: The Return of Some Normalcy ... (AYE, FE, JASO, ALU, BSX, ATVI, ERTS) originally appeared on BloggingStocks on Thu, 11 Feb 2010 16:10:00 EST. Please see our terms for use of feeds.

Last week, JA Solar Holdings Co. Ltd. (NASDAQ: JASO) posted a quarterly loss and lowered its guidance. But as interest in alternative energy continues to grow, analysts polled by Thomson Financial are still looking for good things from solar energy concerns scheduled to report earnings this week.

Strong growth at Trina Solar Ltd. (NYSE: TSL) in the third quarter prompted it to lift its guidance back in October. Analysts expect the Chinese company to post profits that are 76.3% higher than a year ago, or $1.18 per share on revenues of $268.4 million (+225.0%). Though Trina Solar missed estimates in the second quarter, analysts on average recommend buying TSL. Shares are down 81.4% from a year ago and trading near an all-time low.

Earnings of rival LDK Solar Co. Ltd. (NYSE: LDK) are expect to have risen 47.9% to $0.71 per share on revenues of $486.7 million (+206.6%). Also based in China, LDK has not missed estimates in recent quarters; in fact, it blew past expectations in the second quarter. Yet the consensus recommendation is to hold LDK. Like Trina Solar, LDK's shares are trading near an all-time low; the share price has fallen 50.0% in the past year.

Analysts anticipate third-quarter earnings for Canadian Solar Inc. (NASDAQ: CSIQ) to be a whopping 96.3% higher than a year ago, or $0.54 per share on revenues of $248.0 million (+154.5%). The company easily topped estimates in the previous quarter. ReneSola Ltd. (NYSE: SOL) and Suntech Power Holdings Co. Ltd. (NYSE: STP) are also expected to report earnings growth of 29.7% ($0.37 per share) and 23.8% ($0.42 per share), respectively. All three of these stocks reached 52-week lows last week, and all are considered buys.

Continue reading The week in preview: High hopes for solar, not so much for home improvement

The week in preview: High hopes for solar, not so much for home improvement originally appeared on BloggingStocks on Sun, 16 Nov 2008 12:30:00 EST. Please see our terms for use of feeds.

Solar stocks feeling the pain (LDK, FSLR, JASO, STP) originally appeared on BloggingStocks on Wed, 12 Nov 2008 13:55:00 EST. Please see our terms for use of feeds.

Peter Way selects his buys by following the trading activity of block traders -- those making large, million dollar bets. Here's the latest from his Block Trader Oil & Gold Monitor.

"The volume stock market liquidity-providers are hedging their necessary position risks in ways that foretell declining oil stock prices. Their records on such outlooks in the past are pretty good, so pay attention.

"The million-dollar market-makers are not always right, and here they tend to be a bit early, but it's obvious they can save you some grief and provide a chance to pick up some meaningful extra profit.

"From our recent review of energy ETFs, we also note that the pros' perception seems to be that energy stocks have been bid up too far. Ok, so what to do? Sell the oil holdings? Then where to put the proceeds?

Continue reading Solar & shipping: Bets from big block traders

Solar & shipping: Bets from big block traders originally appeared on BloggingStocks on Tue, 06 May 2008 13:17:00 EST. Please see our terms for use of feeds.

MOST NOTEWORTHY:

• Banc of America upgraded shares of Monsanto (NYSE: MON) to Buy from Neutral as they have grown more comfortable with two previous concerns: competition and valuation. They see an attractive entry point ahead of strong expected results for Q2.
  
• UBS upgraded shares of AstraZeneca (NYSE: AZN) to Neutral from Sell on valuation, as they believe many of the risks are priced into shares at current levels.
  
• Piper upgraded Millenium Pharma (NASDAQ: MLNM) to Buy from Neutral and added shares to their Alpha List ahead of additional front-line Velcade presentations at ASCO and expected front-line Velcade approval by June 20.

• Jefferies raised GSI Commerce (NASDAQ: GSIC) to Buy from Hold.
• JA Solar (NASDAQ: JASO) was upgraded to Overweight from Equal Weight at Lehman.
  
• Credit Suisse upgraded Wimm-Bill-Dann Foods (NYSE: WBD) to Outperform from Neutral.

Analyst upgrades: MON, AZN and MLNM originally appeared on BloggingStocks on Thu, 13 Mar 2008 11:26:00 EST. Please see our terms for use of feeds.

MOST NOTEWORTHY:

• Credit Suisse initiated the medical supplies and devices sector with a Market Weight rating and started shares of Edwards Lifesciences (NYSE: EW) and Becton, Dickinson and Co (NYSE: BDX) with Outperform ratings and Medtronic (NYSE: MDT) and Boston Scientific (NYSE: BSX) with Neutral ratings.
  
• East West Bancorp (NASDAQ: EWBC) was initiated with a Buy rating and $36 target at B. Riley; the firm's target implies a 23.1% potential total return over the next twelve months including the stock's 1.35% dividend yield.
  
• Tempur Pedic (NYSE: TPX) was started with an Outperform rating at William Blair, as they find the current valuation attractive for long-term investor given the company's strong position in the specialty sleep products.
  
• Deutsche Bank resumed coverage of AbitibiBowater (NYSE: ABH) with a Hold rating and $29 target, citing the strength of the Canadian dollar and difficult newsprint fundamentals.

• Banc of America initiated shares of JA Solar (NASDAQ: JASO) and Trina Solar (NYSE: TSL) with Buy ratings and targets of $73 and $76, and initiated Horizon Lines (NYSE: HRZ) and Solarfun Power (NASDAQ: SOLF) with Neutral ratings and targets of $34 and $14.

Analyst initiations: Medical supples and devices sector, EWBC, TPX and ABH originally appeared on BloggingStocks on Wed, 07 Nov 2007 10:50:00 EST. Please see our terms for use of feeds.

MOST NOTEWORTHY:

• First Solar (NASDAQ: FSLR) and JA Solar Holdings (NASDAQ: JASO) were initiated with Buy ratings and targets of $160 and $61 at Collins Stewart. Collins Stewart sees room for margin expansion and is positive on First Solar after channel checks; the firm expects JA Solar to expand capacity given its long-term supply agreements with four wafer suppliers.
  
• Merrill Lynch started shares of Alcatel-Lucent (NYSE: ALU) with a Sell rating, citing a lack of revenue growth prospects.
  
• The firm also started shares of Nokia Corporation (NYSE: NOK) with a Buy rating, as they believe the company's share gains and margin expansion will continue.
  
• Merrill also resumed coverage of Ericsson (NASDAQ: ERIC) with a Neutral rating, expecting high single digit earnings and share growth, but not enough for a Buy rating.

• Goldman initiated the trucking and railroad sectors with Neutral ratings.
  
• Wachovia initiated Isis Pharmaceuticals (NASDAQ: ISIS), BioMarin and Molecular Insight (NASDAQ: MIPI) with Outperform ratings and Bioenvision (NASDAQ: BIVN), Dendreon Corporation (NASDAQ: DNDN), Arena Pharmaceuticals (NASDAQ: ARNA) and Neurocrine Biosciences (NASDAQ: NBIX) with Market Perform ratings.

Analyst initiations: FSLR, JASO, ALU, NOK and ERIC originally appeared on BloggingStocks on Thu, 11 Oct 2007 11:30:00 EST. Please see our terms for use of feeds.

• SP Acquisition (DSP), a 36M-share IPO for this business financing company. UBS Investment and Ladenburg Thalmann are the lead managers. Filing pricing: $10.00.

• Mediatech Investment (MDTC), a 10M-share IPO for this business financing company. UBS Investment and JMP Securities are the lead managers. Filing range: $14.00-$16.00.

Continue reading IPO & secondary preview -- Week of Oct. 8, 2007

IPO & secondary preview -- Week of Oct. 8, 2007 originally appeared on BloggingStocks on Mon, 08 Oct 2007 10:30:00 EST. Please see our terms for use of feeds.

MOST NOTEWORTHY:

• Lazard started Ballard Power (NASDAQ: BLDP) with a Hold rating based on valuation.

• GSI Technology (NASDAQ: GIST) is gaining shares at key customers while ramp-up of its next-generation product should act as a strong catalyst to revenue starting in 2H07; Baird started shares with an Outperform rating.

• Baird also initiated eTelecare Global (NASDAQ: ETEL) with an Outperform rating citing consistent above-industry growth rates.

• American Technology initiated JA Solar Holdings Co (NASDAQ: JASO) with a Buy rating, pointing to the company's long-term customer agreements and solid silicon position...

• MetroPCS Communications, Inc (NYSE: PCS) was started with an Overweight rating at Lehman.

• Cowen initiated shares of NetGear, Inc (NASDAQ: NTGR) with a Neutral rating.

• Lazard initiated Itron, Inc (NASDAQ: ITRI) with a Buy rating.

• Pacific Crest started shares of AsiaInfo Holdings, Inc (NASDAQ: ASIA) with a Sector Perform rating.

Analyst initiations 5-14-07: ASIA, BLDP, JASO and NTGR originally appeared on BloggingStocks on Mon, 14 May 2007 11:10:00 EST. Please see our terms for use of feeds.

United States brain power is winning again originally appeared on BloggingStocks on Fri, 04 May 2007 12:49:00 EST. Please see our terms for use of feeds.

MOST NOTEWORTHY:

• RBC Capital initiated Sunstone Hotel Investors (NYSE: SHO) with an Outperform rating.

• ThinkEquity started Under Armor Inc (NYSE: UA)and Crocs Inc (NASDAQ: CROX) with Accumulate ratings. The firm believes both companies can continue to grow market share, expand its product line and distribution and earn high ROIC.

• Stifel started Susquehanna Bancshares, Inc (NASDAQ: SUSQ) with a Sell rating...

• Barrington started Continuecare Corp (NYSE: CNU) with an Outperform rating.

• Raymond James initiated JA Solar Holdings Co, Ltd (NASDAQ: JASO) with an Outperform rating.

• Thomas Wiesel started Inovio Biomedical Corp (NYSE: INO) with an Overweight rating and $8.

• Both BMO Capital and William Blair started FCStone Group, Inc (NASDAQ: FCSX) with a Market Perform rating; Banc of America started FCStone with a Neutral rating.

Analyst initiations 4-25-07: CROX, SUSQ and UA initiated today originally appeared on BloggingStocks on Wed, 25 Apr 2007 12:00:00 EST. Please see our terms for use of feeds.