BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Analyst upgrades: DNA, YUM, JNPR and BJS]]>http://www.bloggingstocks.com/2008/02/25/analyst-upgrades-dna-yum-jnpr-and-bjs/http://www.bloggingstocks.com/2008/02/25/analyst-upgrades-dna-yum-jnpr-and-bjs/http://www.bloggingstocks.com/2008/02/25/analyst-upgrades-dna-yum-jnpr-and-bjs/#commentsFiled under: , , ,

MOST NOTEWORTHY: Genentech, ESS Technology and SemGroup Energy were today's noteworthy upgrades:
  • Rodman & Renshaw upgraded Genentech (NYSE: DNA) to Outperform from Market Perform citing the FDA's approval of Avastin in mBC.
  • Jefferies raised ESS Technology (NASDAQ: ESST) to Hold from Underperform to reflect the offer from Imperium Partners.
  • Citigroup upgraded shares of SemGroup Energy (NASDAQ: SGLP) to Buy from Hold on valuation, as they believe the significant accretion expected from the partnership's recent asphalt terminal acquisition is not priced into the stock.
OTHER UPGRADES:
  • Yum! Brands (NYSE: YUM) was raised to Buy from Neutral at UBS.
  • RBC Capital upgraded Juniper (NASDAQ: JNPR) to Outperform from Sector Perform.
  • Goldman raised its rating on BJ Services (NYSE: BJS) to Neutral from Sell.

Analyst upgrades: DNA, YUM, JNPR and BJS originally appeared on BloggingStocks on Mon, 25 Feb 2008 11:27:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bjsdnaesstinthenewsjnprsglpyumMon, 25 Feb 2008 11:27:00 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