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MOST NOTEWORTHY: Drugstore.com, Sycamore and Aflac were today's noteworthy initiations:
  • Kaufman Bros. believes Drugstore.com (NASDAQ: DSCM) is well-positioned for long-term growth and significant margin expansion, led by share gains in the OTC and prestige beauty verticals. The firm started shares with a Buy rating and $3.25 target.
  • Merriman initiated Sycamore (NASDAQ: SCMR) with a Neutral rating and prefers to be on the sidelines given the company's concentrated customer base and lack of clarity on strategic priorities and ongoing business operations.
  • SunTrust Robinson expects the Aflac's (NYSE: AFL) cancer insurance policies in Japan to benefit from concerns about the national health system. Shares were assumed with a Buy rating and $79 target.
OTHER INITIATIONS:
  • Caris initiated Mylan (NYSE: MYL) with a Buy rating and $18 target.
  • NetSuite (NYSE: N) was assumed with a Hold rating and $22 target at Deutsche Bank.
  • Stanford initiated Time Warner (NYSE: TWX) with a Buy rating and $20 target.

Analyst initiations: DSCM, SCMR and AFL originally appeared on BloggingStocks on Fri, 13 Jun 2008 11:14:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLDSCMMYLNSCMRTWXFri, 13 Jun 2008 11:14:00 EST<![CDATA[Looking for value in the tech rubble: 29 stocks marked down]]>http://www.bloggingstocks.com/2008/01/07/looking-for-value-among-the-tech-rubble-29-stocks-marked-down/http://www.bloggingstocks.com/2008/01/07/looking-for-value-among-the-tech-rubble-29-stocks-marked-down/http://www.bloggingstocks.com/2008/01/07/looking-for-value-among-the-tech-rubble-29-stocks-marked-down/#commentsFiled under: , ,

Microchip Barron's ran a piece today [subscription] on an interesting list that has some history. Back when I was at the hedge fund, we found a list of interesting stocks produced by boutique investment firm, B. Riley. This list, called Cash Rich Technology Stocks (CRTS), was a favorite among value investors in the technology sector.

According to Barron's, this list screens for tech stocks trading at or near net cash per share. More specifically, the CRTS looks for stocks where:
  • Net cash for all the companies considered was at least 35% of market cap.
  • Riley eliminated companies with market caps under $40 million or high cash-burn rates.
  • They crossed off those its analysts believed to have business models with little chance of success.
So, which stocks came up?

Continue reading Looking for value in the tech rubble: 29 stocks marked down

Looking for value in the tech rubble: 29 stocks marked down originally appeared on BloggingStocks on Mon, 07 Jan 2008 12:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>B. RileyB.RileyCALLCAMDCash Rich Technology StocksCashRichTechnologyStocksCRTSCTLMDITCENWVESSTEXAREXTRfeaturedINSPLOOKOPTVSCMRtechtech stocksTechStocksTLGDWSTLMon, 07 Jan 2008 12:30:00 EST