Notable Calls
From Notable Calls
Seeing lots of positive/defensive commentary on Google (NASDAQ: GOOG) this morning:
Barclays says sell-off overdone. Still thinks GOOG consensus # are too high for 4Q08 ...
From Notable Calls
Goldman Sachs is adding Research in Motion (NASDAQ: RIMM) to Conviction Buy List with a $68 tgt, representing 44% upside.
RIMM is down 62% in the last 3 months compared to 51% for firm's coverage median and 32% for the S&P 500, on concerns of slowing demand and margin compression as a result of competitive offerings from Apple and others.
Goldman believes that following its sharp pullback, the stock already prices in the risk ...
From Notable Calls
There will be a tug of war today in Las Vegas Sands (NYSE: LVS) as two pieces of news are out:
- Merrill Lynch is downgrading the stock to Underperform from Neutral while lowering their tgt to $7 from $15. LVS needs to raise capital to cure US covenants, which it expects to violate in 4Q, and to fund growth projects. In base case scenario – building only Cotai sites 5/6, Singapore, Four Seasons ...
From Notable Calls
Friedman Billings Ramsey is reiterating their Underperform rating on Wells Fargo (NYSE: WFC) noting that following its $11 billion capital raise, WFC's tangible common equity to assets ratio is just 3.3%. Given this low level, and their expectation that WFC will have to come back to the market and raise more capital, they reduce their price target to ...
From Notable Calls
Friedman Billings Ramsey (FBR) is out with a very negative call on Apple's (NASDAQ: AAPL) iPhone demand:
Our most recent checks suggest to us Apple's iPhone ...
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Goldman Sachs (NYSE:GS): Merrill Lynch calling for negative Q4 EPS
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Mosaic (MOS): Mosaic Company Extreme Oversold Condition Changing Rating from Sell to Strong Buy with $60 Price Target - SISR
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Whole Foods (WFMI): Downgraded to Underperform with a $9.50 tgt - Jefferies
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Apple (AAPL): Another Bite of the Apple - BMO Capital
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Research in Motion (RIMM): Colour on qtr
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Corrections Corporation of America (CXW): Bounce candidate following BofA defense?
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MEMC Elec (WFR): Bounce play on RBC upgrade and lowered bar
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Research in Motion (RIMM): FQ2 preview - JPM
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Texas Instruments (TXN): Increasingly Missing Out on 3G Baseband Cycle - Baird
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US Steel Sector downgraded to Neutral at Goldman Sachs
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Dell (DELL): Colour on quarter
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Pilgrim's Pride (PPC): Yesterday's 15% decline an over reaction - Merrill Lynch
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MEMC Elec (WFR): Stock should be trading closer to $70 - Merrill Lynch
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Monsanto (MON): Morgan Stanley and Merrill Lynch out positive on MON this morning
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Research in Motion (NASDAQ:RIMM): November could be a blow-out quarter for RIM - Merrill Lynch
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Deere (DE): Colour on quarter
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Amedisys (AMED): Bounce candidate?
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Monsanto (MON): Stock looks cheap here - Morgan Stanley
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Deckers (DECK): Colour on quarter
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Sprint (S): In the near term, expect a bounce - Merrill Lynch
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Wachovia (WB): Take Profits Ahead of CEO's "Meet-and-Greet" with the Sell-Side Today - Morgan Keegan
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Elan (ELN): After selling for the wrong reasons, now is the time to buy for the right ones- Leerink (ACTIONABLE!)
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Elan (ELN): Bounce?
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Merrill Lynch (MER): Positive feedback from analysts
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Palm (PALM): Backlog may lead to a big upside revenue surprise above Street - RBC Capital
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First Solar (FSLR): Encourage profit taking/shorting here - FBR
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Potash (NYSE:POT): Weakness Represents Excellent Buying Opportunity - RBC
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Zimmer Holdings (NYSE:ZMH): Bounce?
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Apple (AAPL): Colour on quarter
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Biogen-Idec (BIIB): Upgraded to Buy at Merrill Lynch
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Nucor's (NUE): Correction overdone: we would aggressively buy the dip - Goldman Sachs
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Wells Fargo (WFC): Expect the rally to fade
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Sprint (NYSE:S): Colour on recent SK Telecom chatter
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Wachovia (WB): Outlook is bleak for equity shareholders - Opco
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American Intl (AIG): Do not think that the co definitely has to raise capital - FBR
