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Analyst initiations 9-6-07: MSFT, CRM, TLEO and MFE

Posted Sep 6th 2007 11:13AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Microsoft (MSFT), Analyst Initiations, salesforce.com inc (CRM), Zoltek Co (ZOLT)

MOST NOTEWORTHY: European pharmaceuticals, Microsoft, Salesforce.com, Taleo and McAfee were today's noteworthy initiations:

UBS resumed coverage of Novartis AG (NYSE: NVS) with a Buy rating and AstraZeneca (NYSE: AZN), Roche Holding (OTC: RHHBY), Sanofi-Aventis (NYSE: SNY) and GlaxoSmithKline (NYSE: GSK) with Neutral ratings.
Deutsche Bank believes new product leverage can bring upside to consensus operating margin expectations at Microsoft Corporation (NASDAQ: MSFT) and they view shares as attractively valued given its growth profile. The firm started shares with a Buy rating and $33 target.
Keybanc initiated shares of Salesforce.com (NYSE: CRM) with a Hold rating and sees slowing growth rates for revenue and net subscriber additions throughout the remainder of FY08 and beyond and thinks investor expectations are too high.
Keybanc also started shares of Taleo Corporation (NASDAQ: TLEO) with a Buy rating and $27 target, as it is well-positioned to gain market share in the Human Capital Management space.
Thomas Weisel believes McAfee Inc (NYSE: MFE) will benefit from PC market growth, enhanced awareness of the company's brand, and its renewed focus on product development for the midmarket corporate segment, and started shares with a Market Weight rating and $37 target.

OTHER INITIATIONS:

Lululemon Athletica (NASDAQ: LULU) was started at William Blair with an Outperform rating and at UBS with a Neutral rating and $37 target.
Merrill Lynch initiated shares of Zoltek Companies Inc (NASDAQ: ZOLT) with a Buy rating and $50 target.
Bear Stearns started shares of Capital Product Partners (NASDAQ: CPLP) with a Peer Perform rating.
Oppenheimer initiated shares of BFC Financial (NYSE: BFF) with a Buy rating and $3.50 target.

Analyst initiations 7-23-07: CKR, IACI, OSTK and SIGM

Posted Jul 23rd 2007 10:39AM by Kevin Shult (RSS feed)
Filed under: Analyst Reports, IAC/InterActiveCorp (IACI), Analyst Initiations, CKE Restaurants (CKR)

MOST NOTEWORTHY: CKE Restaurants (CKR), Capella Education (CPLA), IAC/InterActiveCorp (IACI), Liberty Media (LINTA) and BWAY Holding (BWY) were today's noteworthy initiations:

JP Morgan started CKE Restaurants (NYSE: CKR) with a Neutral rating, citing near-term margin concerns.

Barrington believes Capella Education (NASDAQ: CPLA) is one of the fastest growing companies within its group in every aspect including enrollment, earnings and revenue.

Stifel started IAC/InterActiveCorp (NASDAQ: IACI) with a Buy rating, believing there is a 60% chance of a material event occurring within the next 6 months. Stifel believes QVC is the best interactive retailing operator given its 22% EBITDA margins and 16% operating margins.

Banc of America initiated BWAY Holding (NYSE: BWY) with a Neutral rating, citing a balanced risk/reward. JP Morgan started shares of BWY with an Overweight rating on valuation...

OTHER INITIATIONS:

Lehman initiated Huntington Bancshares (NASDAQ: HBAN) with an Underweight rating.

Montgomery initiated Sigma Designs (NASDAQ: SIGM) with a Buy rating.

Stifel initiated Overstock.com (NASDAQ: OSTK) with a Hold rating.

JMP Securities started BFC Financial (AMEX: BFF) with a Market Outperform rating.

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

IPO & secondary weekly preview: Blackstone Group, Hertz, Omniture

Posted Jun 11th 2007 10:10AM by Joseph Lazzaro (RSS feed)
Filed under: SEC Filings, Other Issues, Deals, Blackstone Group L.P (BX)

Wall Street's equity market offers a solid slate this week - with five IPOs and ten Secondaries on the docket.

Those deals tentatively scheduled to price include:

IPOs:

Day Undetermined:
- The Blackstone Group (BX), a 133.3M-share IPO. Morgan Stanley and Citigroup are the lead managers. Filing range: $29.00-$31.00.
Tuesday
- Biofuel Energy (BIOF), a 9.5M-share IPO for this ethanol company. JP Morgan Chase, Citigroup, and AG Edwards are the lead managers. Filing range: $16.00-$18.00.
Wednesday
- Bway (BWY), an 11.765M-share IPO for this container company. Goldman Sachs and the Bank of America are the lead managers. Filing range: $16.00-$18.00.
- GeoVera Insurance (GEOV), a 5.99M-share IPO for this residential insurance company. JP Morgan Chase and Merrill Lynch are the lead managers.
Thursday
- Aegerion Pharmaceuticals (AEGR), a 5M-share IPO for this cardiovascular medicines company. Lehman Brothers is the lead manager. Filing range: $12.00-$14.00.