shire posts
FeedPosted Sep 18th 2007 11:00AM by Eric Buscemi (RSS feed)
Filed under: Analyst reports, Analyst upgrades and downgrades, Lockheed Martin (LMT)
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MOST NOTEWORTHY: National Grid, Shire Plc, On Semiconductor and Enbridge were today's noteworthy upgrades:
- Deutsche Bank upgraded shares of National Grid (NYSE: NGG) to Buy from Hold as they believe the Keyspan deal will be positive for shareholders.
- Goldman upgraded shares of Shire Plc (NASDAQ: SHPGY) to Buy from Neutral and added the stock to their Conviction Buy List on valuation and expected gains in the ADHD market.
- On Semiconductor (NASDAQ: ONNN) was upgraded to Outperform from Market Perform at Wachovia on valuation.
- Enbridge Inc (NYSE: ENB) was raised to Sector Outperformer from Sector Performer at CIBC World Markets, as the firm sees an attractive 3-year return potential as new projects come into service and expects the stock's relative underperformance to come to an end.
OTHER UPGRADES:
Posted Jul 9th 2007 10:46AM by Kevin Shult (RSS feed)
Filed under: Before the bell, Analyst upgrades and downgrades, Bad news, Yahoo! (YHOO), Brinker Intl (EAT), NIKE, Inc'B' (NKE)
MOST NOTEWORTHY: Shire Plc (SHPGY), Cablevision Systems Corp (CVC), Yahoo! (YHOO), Ensco International (ESV) and Clear Channel Outdoor Holdings (CCO) were today's noteworthy downgrades:
- JP Morgan downgraded shares of Shire Plc (NASDAQ: SHPGY) to Neutral from Overweight to reflect risk of Adderall XR patients switching to Vyvanse.
- Deutsche Bank cut Cablevision (NYSE: CVC) to Hold from Buy, saying shares reflect a likely higher bid from the Dolan family.
- ThinkEquity downgraded shares of Yahoo! (NASDAQ: YHOO) to Accumulate from Buy following checks that indicate marginal Panama upside, poor execution in premium display and an incomplete/vulnerable non-premium display strategy.
OTHER DOWNGRADES:
- Hilliard Lyons downgraded Nike Inc (NYSE: NKE) to Neutral from Long-Term Buy.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).Posted May 18th 2007 3:20PM by Eric Buscemi (RSS feed)
Filed under: Earnings reports, Conventions and conferences, Annual meetings, McDonald's (MCD), Target Corp. (TGT), Gap Inc (GPS), Lowe's Cos (LOW), Staples Inc (SPLS), Abercrombie and Fitch (ANF)
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Monday May 21
- JPMorgan 35th Annual Technology Conference.
- Lowe's Companies Inc (NYSE: LOW) to report Q1 earnings; conference call at 9am. Lowe's is expected to post sub-par revenue results and an EPS decline, given the continued sluggishness in U.S. housing sector.
- PDUFA date for Shire plc's (NASDAQ: SHPGY) SPD-465 for ADHD in adults.
Tuesday May 22
- Staples Inc (NASDAQ: SPLS) to report Q2 earnings; conference call at 8am.
- Men's Wearhouse Inc (NYSE: MW) to hold conference to at 5pm discuss Q1 earnings, detail its acquisition of After Hours and discuss the impact on 2007 guidance.
Wednesday May 23
Thursday May 24
Friday May 25
- Lowe's to hold annual shareholder meeting at 10am. Note that Lowe's reports on Monday 5/21.
- Agilysys Inc (NASDAQ: AGYS) to report Q4 earnings; conference call at 11am.
Posted Apr 5th 2007 11:16AM by Kevin Shult (RSS feed)
Filed under: Before the bell, Ford Motor (F), Allergan (AGN), Under Armour'A' (UA), Analyst initiations
MOST NOTEWORTHY: Specialty pharmaceutical companies make up today's most noteworthy list:
- The Bank of America initiated Shire plc (NASDAQ: SHPGY), Mentor Corp (NYSE: MNT), Alcon, Inc (NYSE: ACL) and Allergan, Inc (NYSE: AGN) with Buy ratings and initiated Cephalon, Inc (NASDAQ: CEPH), Forest Laboratories, Inc (NYSE: FRX), Sepracor Inc (NASDAQ: SEPR) with Neutral ratings. Bank of America's top pick is Shire plc as the firm expects the company to launch six products or product extensions by mid-2008, followed by Mentor Corp, as the conversion to silicone breast implants should drive a period of stronger-than-expected sales and earnings.
OTHER INITIATIONS:
- Ford Motor Co (NYSE: F) was initiated at Buckingham with an Underperform rating and General Motors (GM) was started with a Neutral rating.
- Nollenberger believes Under Armour, Inc (NYSE: UA), started with a Buy rating, is positioned to outperform the market based on the strength of its brand name and demand through the continued introduction of new products along with European growth.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).Posted Feb 23rd 2007 4:05PM by Eric Buscemi (RSS feed)
Filed under: Earnings reports, Conventions and conferences, Annual meetings, , Sirius Satellite Radio (SIRI), Novartis AG ADS (NVS)
Monday February 26
- XM Satellite Radio Holdings Inc (NASDAQ: XMSR) to report Q4 earnings; conference call at 10am. Analysts will review XM's overall subscribers, new subscribers, retention rates, average monthly fees, pricing plans, new broadcast content agreements, marketing strategy, operating costs, sector position, and margins. Equally significant, Wall Street will also pay very close attention to management's operational posture moving forward, in light of its proposed merger agreement with Sirius Satellite Radio Inc (NASDAQ: SIRI).
Tuesday February 27
- Sirius Satellite Radio to report Q4 earnings; conference call at 8am. The concerns for Sirius mirror the previously mentioned concerns for XM.
Wednesday February 28
- PDUFA Date for Novartis AG ADS's (NYSE: NVS) Galvus, an innovative oral therapy for people with type 2 diabetes.
Thursday March 1
- Echostar Communications Corporation (NASDAQ: DISH) to report Q4 earnings; conference call at 12pm. Analysts will focus on Echostar's success at adding value to its offerings, amid intensifying competition from digital cable and communications companies offering TV services.
- PDUFA date for New River Pharmaceuticals Inc (NASDAQ: NRPH) and Shire plc ADS's (NASDAQ: SHPGY) Vyvanse, for the treatment of Attention Deficit Hyperactivity Disorder [ADHD].
- PDUFA date for Merck Serono SA ADS's (NYSE: SRA) Serostim, a treatment for AIDs wasting.
Friday March 2
- THQ Inc (NASDAQ: THQI) to hold analyst meeting in San Fransisco, CA.
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