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Analyst downgrades: CFC, MHP, SMRT and USG

Posted Aug 20th 2007 10:23AM by Kevin Shult (RSS feed)
Filed under: Before the Bell, Analyst Reports, Analyst Upgrades and Downgrades, Bad News, , McGraw-Hill Companies (MHP), USG Corp (USG), Stocks to Sell

MOST NOTEWORTHY: McGraw-Hill (MHP), Stein Mart (SMRT), USG Corp (USG) and Seacoast Banking (SBCF) were today's noteworthy downgrades:

JP Morgan downgraded shares of McGraw-Hill (NYSE: MHP) to Neutral from Overweight based on expectations for a decline in credit market issuance activity.

Stein Mart (NASDAQ: SMRT) was cut to Sell from Neutral at Merrill, citing macroeconomic concerns and the impact on margins and comps.

Matrix cut USG (NYSE: USG) to Sell from Buy and removed them from the Focus List, Matrix cited the 55% cut in excess cash per share over the past year, which makes shares expensive on a performance-adjusted basis.

Stifel views Seacoast Banking (NASDAQ: SBCF) as overvalued, downgrading shares to Sell from Hold, given earnings growth headwinds from credit quality and net interest margin compression...

OTHER DOWNGRADES:

Tenneco Automotive (NYSE: TEN) was downgraded to Neutral from Buy at Goldman.

Brookdale Senior Living (NYSE: BKD) was downgraded to Hold from Buy at Stifel.

Keefe Bruyette cut Countrywide Financial (NYSE: CFC) to Underperform from Market Perform.

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

More Countrywide Financial news

Upgrade summary 8-01-07: AAPL, ARBA, EMC, RNWK and RTN

Posted Aug 1st 2007 11:16AM by Kevin Shult (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Good news, Apple Inc (AAPL), EMC Corp (EMC), Anadarko Petroleum (APC), Stocks to Buy

MOST NOTEWORTHY: Apple (AAPL), Ariba (ARBA), EMC Corp (EMC), Anadarko Petroleum (APC) and RealNetworks (RNWK) were today's noteworthy upgrades:

Apple Inc (NASDAQ: AAPL) was upgraded to Buy from Hold with a $160 target at Citigroup following yesterday's pullback; they believe Mac should remain strong through year-end, Q3 consensus estimates look conservative and believe production cuts should not be a surprise.

Roth Capital upgraded shares of Ariba (NASDAQ: ARBA) to Buy from Hold as they believe shares work higher over then next few quarters; they expect seasonally strong September and December quarters and believe that revenue bottomed last year.

Goldman added EMC Corp (NYSE: EMC) to its Conviction Buy List, citing Q2 results and multiple product cycles.

Anadarko Petroleum (NYSE: APC) was raised to Market Perform from Underperform at BMO Capital following better than expected Q2 results and guidance.

RealNetworks (NASDAQ: RNWK) was upgraded to Hold from Sell at Soleil on valuation after reporting solid Q2 earnings...

OTHER DOWNGRADES:

PetSmart (NASDAQ: PETM) was upgraded to Outperform from Neutral at Credit Suisse.

BWS Financial raised Xoma (NASDAQ: XOMA) to Buy from Hold.

Matrix upgraded McGraw-Hill Cos (NYSE: MHP) to Buy from Hold.

Matrix also raised Raytheon (NYSE: RTN) to Strong Buy from Buy.

Wachovia upgraded St. Joe Co (NYSE: JOE) to Market Perform from Underperform.

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

Analyst initiations 5-23-07: BECN, LEAP, MHP and PCS

Posted May 23rd 2007 11:37AM by Kevin Shult (RSS feed)
Filed under: Before the Bell, McGraw-Hill Companies (MHP), Analyst Initiations

MOST NOTEWORTHY: Bluefly, Inc (BFLY), Leap Wireless International, Inc (LEAP), Kona Grill, Inc (KONA), MetroPCS Communications, Inc (PCS) and Beacon Roofing Supply (BECN) were today's more noteworthy initiations:

Merriman believes FY07 is a transitional year for Bluefly (NASDAQ: BFLY), starting the company with a Neutral rating, and finds the stock fairly valued at current levels.

Robert W. Baird expects growth at Leap Wireless International (NASDAQ: LEAP) to be fueled by upcoming market launches, starting shares with an Outperform rating.

Thomas Weisel is positive on Kona Grill's (NASDAQ: KONA) expansion, same-store sales growth, ramping unit volumes and corporate G&A leverage, starting shares with an Outperform rating.

Robert W. Baird expects MetroPCS Communications (NYSE: PCS) growth to be fueled by upcoming market launches and initiated shares with an Outperform rating and $14 target.

Needham believes shares of Beacon Roofing Supply (NASDAQ: BECN) have overreacted to the weak residential new construction market, which represents only 20% of business, and started shares with a Buy rating and $22 target...

OTHER INITIATIONS: