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Analyst downgrades 11-27-06: Hilton, Marriot downgraded

Posted Nov 27th 2006 11:23AM by Melly Alazraki (RSS feed)
Filed under: Analyst Upgrades and Downgrades, U.S. Steel (X), , Starwood Hotels Worldwide (HOT), Marriott Intl'A' (MAR)

MOST NOTEWORTHY: Three prominent stocks in the hotel sector along with Analog Devices (ADI) topped today's list of downgrades.

A.G. Edwards downgraded three hotels, citing valuation for their rationale: Starwood Hotels (NYSE:HOT), Hilton Hotels (NYSE:HLT) and Marriot Int'l (NYSE:MAR) were downgraded to Hold from Buy.
Bernstein downgraded Analog Devices (NYSE:ADI) to Market Perform from Outperform; they are cautious on the strategy, execution and overall risk/reward profile of the company.

OTHER DOWNGRADES:

Brean Murry downgraded two retailers to Sell from Hold today: Claire's Stores (NYSE:CLE) and Aeropostale (NYSE:ARO). The firm believes Claire's recent upside was due to speculation of a buyout, which they feel is unlikely, while Aeropostale's downgrade was based on the "50% off-the-store", which should limit the potential benefits.
Finally, US Steel Group (NYSE:X) was downgraded to Hold from Buy at Soleil, citing valuation.

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

Margins and revenue dropping at consumer companies

Posted Nov 15th 2006 5:59PM by Tobias Buckell (RSS feed)
Filed under: Industry, Home Depot (HD),

Analysis provided by Eric Buscemi of Theflyonthewall.com

Home Depot (HD), La-Z-Boy (LZB), Ethan Allen (ETH) have all reported or warned of reporting weaker results during the past few months.

In addition, consumer-focused technology companies are showing signs of weakness. Last night, Analog Devices (ALOG), which mentioned that gross margins outlook might not be bad, said that revenue would continue to be light. More and more of Analog Devices chips are going into consumer products.

Also, Circuit City (CC) is telling the investment community that flat-panel TV prices are dropping faster than anticipated. This goes along with Corning's (GLW) warning earlier in the year.

There is more and more evidence that the Fed needs to start dropping rates.

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