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Analyst Calls: CAB, DANG, FLT, FSLR, NOVA, NYX, OVTI, STJ, WD ...

Eric Buscemi — Mon, 24 Jan 2011 12:00:00 EST

Filed under: Analyst Reports, Analyst Upgrades and Downgrades, NYSE Euronext (NYX), Analyst Initiations

Analyst Upgrades

First Solar (FSLR) to conviction buy from buy at Goldman.
NYSE Euronext (NYX) to outperform from market Perform at Wells Fargo.
GSI Commerce (GSIC) and Cabela's (CAB) to overweight from neutral, as well as NovaMed (NOVA) to neutral from underweight, at Piper Jaffray.

Analyst Downgrades

St. Jude Medical (STJ) to market perform from outperform at Wells Fargo.
OmniVision (OVTI) to neutral from outperform at RW Baird.
J & J Snack Foods (JJSF) to neutral from buy at Janney Capital.

Continue reading Analyst Calls: CAB, DANG, FLT, FSLR, NOVA, NYX, OVTI, STJ, WD ...

Analyst Calls: CAB, DANG, FLT, FSLR, NOVA, NYX, OVTI, STJ, WD ... originally appeared on BloggingStocks on Mon, 24 Jan 2011 12:00:00 EST. Please see our terms for use of feeds.

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Analyst upgrades, downgrades and initiations: DELL, JAVA, POT, PALM ...

Eric Buscemi — Fri, 13 Feb 2009 11:00:00 EST

Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Dell (DELL), Sun Microsystems (JAVA), Palm Inc (PALM), Analyst Initiations, Marvell Technology Group (MRVL)

Analyst upgrades:

UBS upgraded STMicroelectronics (NYSE: STM) to Neutral from Sell and Advanced Semiconductor (NYSE: ASX) to Buy from Neutral as it is seeing early signs of stabilization in the semiconductor industry.
Jefferies upgraded VCA Antech (NASDAQ: WOOF) to Hold from Underperform as it does not see significant downside in the stock given the low expectations. It raised its target price to $22 from $15.
Baird upgraded Sigma Designs (NASDAQ: SIGM) to Outperform from Neutral and raised its target to $16 from $9 as it expects revenue growth to resume in 2009 driven by IPTV end-demand.
Goldman removed Dell (NASDAQ: DELL) from the Conviction Sell List.
Portfolio Recovery (NASDAQ: PRAA) was raised to Market Perform from Underperform at Keefe Bruyette.
Post Properties (NYSE: PPS) was upgraded at Deutsche Bank to Hold from Sell.

Continue reading Analyst upgrades, downgrades and initiations: DELL, JAVA, POT, PALM ...

Analyst upgrades, downgrades and initiations: DELL, JAVA, POT, PALM ... originally appeared on BloggingStocks on Fri, 13 Feb 2009 11:00:00 EST. Please see our terms for use of feeds.

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Analyst initiations: NBF, SABA and DAR

Eric Buscemi — Tue, 26 Feb 2008 11:25:00 EST

Filed under: Analyst Reports, Analyst Initiations

MOST NOTEWORTHY: Nova BioScience, Saba Software and Darling were today's noteworthy initiations:

Jefferies initiated Nova BioSource Fuels (NYSE: NBF) with a Buy rating and $3.75 target, and finds the risk/reward attractive for biofuels investors as the company has more than 100M gallons of biodiesel capacity slated to come onstream by 2009.
B. Riley expects Saba Software's (NASDAQ: SABA) renewed focus on profitability to drive substantial EPS and free cash flow expansion in FY09. The firm started shares with a Buy rating and $6 target.
Stephens believes Darling International (NYSE: DAR) shares offer a solid commodity cycle and an attractive renewable fuels opportunity and initiated shares with an Overweight rating and $17 target..

OTHER INITIATIONS:

Elizabeth Arden (NASDAQ: RDEN) was initiated with a Market Perform rating at Wachovia.
Goldman initiated Nuance Communications (NASDAQ: NUAN) with a Neutral rating and $20 target.
Morgan Stanley initiated ARM Holdings (NASDAQ: ARMHY) with an Equal Weight rating.

Analyst initiations: NBF, SABA and DAR originally appeared on BloggingStocks on Tue, 26 Feb 2008 11:25:00 EST. Please see our terms for use of feeds.

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Cramer's chemical weapons

Jon Ogg — Thu, 19 Jul 2007 19:40:00 EST

Filed under: Analyst Reports, Dow Chemical (DOW)

On tonight's MAD MONEY on CNBC, BASF (NYSE: BF) in Germany is the next stock that Cramer wants to visit as an EU play, and he also thinks this company will be making some acquisitions. He does not see this as the traditional takeover stock. This one did the $80 to $120 move already, and this is over $60 Billion in market cap and he wouldn't be shocked if it goes to $150.00. He noted it is also cheaper on P/E than Dow Chemical (NYSE: DOW) and it only gets 22% of its net from North America. BASF's earnings are also becoming more and more consistent, and that can command a P/E premium from Wall Street.

Interestingly enough, Cramer also gave us a chemical stock that could be an acquisition target. We already say Lyondell Chemical (NYSE: LYO) fall to Basell, and Cramer thinks that Nova Chemicals (NYSE: NCX) is the other chemical stock that could easily be acquired. The analyst at BB&T has picked the last two buyouts in the sector and he thinks Nova Chemical could be the next target. This one has a $3.3 Billion market cap and is atthe top of its 52-week trading range. It is far under the $50.00+ highs of early 2005.

BASF is definitely a company to watch, although Cramer is probably right that it won't be acquired. We are back to a good solid manufacturing economy and emerging markets are helping all these guys out. The company has managed to be a growth engine, and if it is true that their earnings are becoming more predictable then maybe he's right. Nova is a tough one to call, particularly since I haven't looked at it closely in some time.

Jon Ogg is a partner at 24/7 Wall St.; he does not own securities in the companies he covers.

Cramer's chemical weapons originally appeared on BloggingStocks on Thu, 19 Jul 2007 19:40:00 EST. Please see our terms for use of feeds.

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Analyst initiations 4-19-07: PEET, MRK, VCLM and ZQK initiated today

Kevin Shult — Thu, 19 Apr 2007 11:47:00 EST

Filed under: Before the Bell, Merck and Co (MRK), Analyst Initiations

MOST NOTEWORTHY: Jamba, Inc (JMBA), Quiksilver Inc (ZQK), Volcom, Inc (VLCM) and Interactive Data Corp (IDC) were today's noteworthy downgrades:

Oppenheimer believes Jamba (NASDAQ: JMBA) is in the early stages of a solid top- and-bottom-line growth story and is one of the few opportunities today that offers sizable square foot growth, revenue and earnings growth, all with several years of visibility.

Quiksilver Inc (NYSE: ZQK) was initiated with an Accumulate rating and $14 target at ThinkEquity.

ThinkEquity also initiated shares of Volcom Inc (NASDAQ: VLCM) with a Buy rating.

AG Edwards started Interactive Data Corp (NYSE: IDC) with a Buy rating.

OTHER INITIATIONS:

Merrill Lynch resumed coverage of Merck & Co, Inc (NYSE: MRK) with a Neutral rating.

Matrix USA started coverage of Loral Space & Communications Ltd (NASDAQ: LORL) with a Strong Buy rating and $72 intrinsic value.

AG Edwards initiated shares of Atheros Communications, Inc (NASDAQ: ATHR) with a Buy rating.

Stifel initiated Peet's Coffee & Tea, Inc (NASDAQ: PEET) with a Hold rating.

Bear Stearns started Genworth Financial, Inc (NYSE: GNW) with an Outperform rating and $42 target.

Morgan Stanley started Nova Chemicals Corp (NYSE: NCX) with an Equal Weight rating.

Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Analyst initiations 4-19-07: PEET, MRK, VCLM and ZQK initiated today originally appeared on BloggingStocks on Thu, 19 Apr 2007 11:47:00 EST. Please see our terms for use of feeds.

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