capella posts
FeedPosted Aug 15th 2007 11:42AM by Kevin Shult (RSS feed)
Filed under: Before the bell, Analyst reports, Advanced Micro Dev (AMD), Analyst initiations, , Stocks to Buy, Stocks to Sell
MOST NOTEWORTHY: Old Dominion Freight (ODFL), Jamba (JMBA), AMD (AMD), Orbitz Worldwide (OWW) and Quest Diagnostics (DGX) were today's notable initiations:
- Baird is positive on Old Dominion's (NASDAQ: ODFL) growth opportunities, valuation, 2008 improving truck fundamentals, and a potentially seasonally stronger Q4, starting shares with an Overweight rating and $36 target.
- Merriman initiated Jamba (NASDAQ: JMBA) with a Buy rating, as the company aggressively expands its store base beyond California.
- BMO Capital believes AMD (NYSE: AMD) may lose the Intel platform integrated graphics market, and sizeable Intel platform discrete graphics market share. The firm initiated AMD shares with an Underperform rating and $10 target.
- Soleil has concerns regarding Orbitz Worldwide's (NYSE: OWW) decelerating growth and poorer business mix vs. competitors and started shares with a Hold rating and $13 target.
- Credit Suisse initiated Quest Diagnostics (NYSE: DGX) with a Neutral rating and $61 target, citing the recent UnitedHealth (UNH) contract loss, slowing growth, and valuation for its Neutral rating...
OTHER INITIATIONS:
- JMP Securities started ShoreTel (NASDAQ: SHOR) with a Market Outperform rating.
- Credit Suisse initiated LabCorp (NYSE: LH) with an Outperform rating.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).Posted Jul 27th 2007 11:10AM by Kevin Shult (RSS feed)
Filed under: Analyst reports, Analyst initiations
MOST NOTEWORTHY: Lululemon (LULU) and Worthington (WOR) were today's noteworthy initiations:
- RBC Capital views Lululemon (NASDAQ: LULU), which IPO'd today, as unique opportunity to participate in an early stage, retail growth story, starting shares with an Outperform rating and $23 target.
- Worthington (NYSE: WOR) is likely to continue to have headwinds in the near-term, according to CIBC; They believe shares could be a takeover target, initiating shares with a Sector Performer rating and $24 target...
OTHER INITIATIONS:
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).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:
- JMP Securities started BFC Financial (AMEX: BFF) with a Market Outperform rating.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required). Posted May 21st 2007 11:12AM by Kevin Shult (RSS feed)
Filed under: Before the bell, Analyst initiations
MOST NOTEWORTHY: ColdWater Creek Inc (CWTR), Celadon Group, Inc (CLDN), Berry Petroleum Co (BRY), SiRF Technology Holdings Inc (SIRF) were today's noteworthy initiations:
- Brean Murray started shares of Coldwater Creek (NASDAQ: CWTR) with a Buy rating and $25 target, expecting second-half upside from new merchandise this year.
- Keybanc is positive on Celadon's (NASDAQ: CLDN) disciplined approach to strategic acquisitions and leverage in its operating model, starting shares with a Buy rating and $20 target.
- CRT Capital believes Berry Petroleum (NYSE: BRY) has the ability to continue to deliver double digit percentage production/reserves growth and started shares with a Buy rating and $40 target.
- American Technology believes SiRF Technology Holdings (NASDAQ: SIRF) will continue to be a market leader in GPS chipsets and finds the company's wireless business undervalued, starting shares with a Buy rating and $26 target...
OTHER INITIATIONS:
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).
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