AMZN, WMT, & TGT seem to be the big benefactors of online retail…
Comments »Monthly Archives: December 2011
Taking Steps to Go Green: OPEC Concerned Over Climate Change
Three Cheers for Motorists: U.S. Awash in Gasoline
Prices have been moving down recently and now gasoline is expected to be a major export.
Comments »Sources Say Fed Close to Giving Loans to IMF for Euro Debt Crisis Solution
Another option for the republicans to think about blocking. Somebody has to put their foot down!
Comments »Barclays Out With a Fresh Look for 2012 (video)
The Highest Rated Forecasters Give Their View for 2012
Germany and France Announce They are in Complete agreement Over the Euro Crisis
Mekrel thinks there needs to be more fiscal rules and that the treaty of the EU needs to be changed…but we already knew this no ?
Eileen Foster: mortgage fraud was a way of business at Countrywide
Art Cashin Speculation: Coordinated Central Bank Action Was to Save U.S. Money Markets
Upgrades and Downgrades This Morning
Upgrades
TTWO – Take-Two upgrade to Outperform at Pacific Crest
TIVO – TiVo initiated with a Buy at UBS
SAP – SAP AG upgrade to Outperform at Pacific Crest
AGO – Assured Guaranty initiated with a Buy at BTIG Research
BWP – Boardwalk Pipeline upgraded to Outperform at Morgan Keegan
AEO – American Eagle upgraded to Outperform from Market Perform at BMO Capital
NBR – Nabors Industries upgraded to Outperform from Market Perform at BMO Capital
MSM – MSC Industrial initiated with a Buy at UBS
RIG – Transocean upgraded to Outperform from Market Perform at BMO Capital
TWC – Time Warner upgraded at Stifel
AEO – American Eagle upgraded to Equal Weight from Underweight at Morgan Stanley
WSH – Willis Group upgraded to Buy from Neutral at Citigroup
CMCSA – Cable and Comcast upgraded at Stifel
LNKD – LinkedIn upgraded to Equal Weight from Underweight at Evercore
RY – Royal Bank of Canada upgraded to Buy from Hold at Canaccord Genuity
GCI – Gannett upgraded to Buy from Neutral at Lazard
OMER – Omeros upgraded to Mkt Outperform at Rodman & Renshaw
IGT – Intl Game Tech upgraded to Buy at boutique firm
EXR – Extra Space Storage upgraded to Neutral from Sell at UBS
TEL – TE Connectivity upgraded to Buy from Neutral at Goldman
BPZ – BPZ Energy upgraded to Buy from Neutral at Suntrust
UHS – Universal Health upgraded to Positive from Neutral at Susquehanna
PPO – Polypore Intl upgraded to Buy from Hold at BB&T
MSCC – Microsemi initiated with a Neutral at Goldman
HOLX – Hologic resumed with a Buy at Needham
TWC – Time Warner Cable upgraded to Outperform from Market Perform at Wells Fargo
DHI – DR Horton upgraded to Overweight from Equal Weight at Barclays
ACTV – Active Network initiated with a Buy at UBS
SNDK – SanDisk initiated with a Buy at Nomura
WIRE – Encore Wire initiated with a Accumulate at Global Hunter Securities
CLF – Cliffs Natural Resources initiated with a Buy at Goldman
MPWR – Monolithic Power upgraded to Overweight from Equal Weight at Evercore
DOLE – Dole Food upgraded to Outperform from Market Perform at Wells Fargo
CIE – Cobalt International Energy initiated with a Buy at Deutsche Bank
HMA – Health Management upgraded to Outperform from Market Perform at Leerink Swan
TSRX – Trius Therapeutics initiated with a Outperform at Oppenheimer
CCIX – Coleman Cable initiated with a Accumulate at Global Hunter Securities
Downgrades
BNS – Scotiabank downgraded to Hold from Buy at Canaccord Genuity
DWA – Dreamworks Animation downgraded to Neutral from Overweight at Piper Jaffray
INCY – Incyte downgraded to Neutral from Buy at Citigroup
RAX – Rackspace initiated with a Neutral at Collins Stewart
AA – Alcoa downgraded to Neutral from Buy at Goldman
MOLX – Molex downgraded to Neutral from Buy at Goldman
VLO – Valero Energy downgraded to Hold at The Benchmark Company
CRH – CRH Plc. downgraded to Underweight from Neutral at HSBC
CBI – CB&I removed from Conviction Buy List at Goldman
KDN – Kaydon downgraded to Hold from Buy at Keybanc
MU – Micron initiated with a Neutral at Nomura
GM – General Motors initiated with a Neutral at Piper Jaffray
CVC – Cablevision downgraded to Market Perform from Outperform at Wells Fargo
SFSF – SuccessFactors downgraded to Average at Caris following SAP acquisition offer
FSS – Federal Signal downgraded to Hold from Buy at Keybanc
STM – STMicroelectronics downgraded to Reduce from Neutral at Natixis
ADSK – Autodesk downgraded to Sell from Neutral at Goldman
TCO – Taubman Centers downgraded to Neutral from Buy at UBS
ULTI – Ultimate Software downgraded to Hold from Buy at Canaccord Genuity
KOS – Kosmos Energy initiated with a Hold at Deutsche Bank
PZZA – Papa John’s downgraded to Sell at Feltl & Co
Comments »Gapping Up and Down This Morning
Gapping up
GM +1.3%,FRO +19.7%, TLEO +10.4%, LYG +10.5%, ETR +0.3%, BCS +5.4%, STD +3%, SPLS +2.6%,SDRL +2.9%,
BAC +2.8%, CS +2.6%, TS +2.6%, DB +2.3%, NAT +7.1%, OSG +2.6%, HBC +2.2%, XOM +1.1%, BP +1.2%, MO +1.2%,
SD +2.%, SDRL +2.6%, E +2.5%, WFT +2.3%, ING +4.9%, IRE +4.1%, CHK +1.8%, NBR +1.4%, MS +2.7%, CS +2.6%,
DB +2.3%, HBC +2.2%, C +2.2%, UBS +1.6%, DG +3.4%, MET +1.1%
Gapping down
REGN -4.8%, SAP -1.6%, FSIN -3.5%, RIMM -1.9% , CVC -0.8%, ADSK -0.9%, NOK -1.6%
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