Outperform - Price 9.42 on May 5 by Raymond James DuPont Fabros Technology [which operates wholesale data centers] reported generally in-line first-quarter results, while reiterating FY09 funds-from-operations/ share guidance and dividend expectations. First-quarter FFO per share, 25 cents, was 1 cent above our estimate and consensus 24 cents, at the high end of [guidance]...while the shares have recovered strongly from (too-low) lows earlier this year -- up 355%, versus the REIT Index's 7% loss. Dividends for the year are expected to be between 17 cents and 23 cents a share....Still, the stock's now trading just north of $8 million per megawatt, versus replacement cost of $12 million-plus/MW for its extremely complex data-center assets. Market cap: $380 million.

Buy - Price 16.17 on May 4 by Jefferies & Co. Hain manufactures, markets and distributes organic food and personal-care products under 20 brand names; they're sold primarily to specialty and natural-food stores, as well as mass-market stores, drugstores, food-service channels and club stores. We have raised our target from 16 to 20, which represents 15 times [calendar] '09 EPS of $1.31. Our [discounted-cash-flow] value of 23 suggests upside, but assumes a more normal sales and margin outlook. Risks: worsening economic climate, increasing unemployment. Market cap: $654 million.

Hold - Price 4.68 on May 6 by Brean Murray Carret & Co. Our Hold rating is based on both valuation and end-market outlook. The shares are trading at the higher end of our expected range (E2010, 28 times)...and we see few near-term catalysts. Yet MWA remains the largest U.S. supplier of infrastructure to water utilities, and we expect it to [substantially] benefit from increased spending in this area once conditions...improve. Market cap: $541 million.

Equal Weight - Price 8.66 on May 5 by Barclays Capital 1Q09 earnings per share came in a penny above expectations at 7 cents, primarily due to lower...expenses. OZM increased 72% YTD, outperforming a flat Standard & Poor's 500 index, primarily reflecting ability to generate incentive income in 2010; slowing redemptions; and attractive investing opportunities. We view OZM shares as pricey, currently trading at an '09 price/earnings ratio of 47 times, against peers' [average] at 33 times. We believe OZM is already pricing in a market recovery and normalized environment, essentially discounting 2010 earnings, on which basis the shares look inexpensive...[that] could be a little optimistic...[yet] we view OZM as a solid asset manager. Market cap: $702 million.

Hold - Price 6.89 on May 5 by Wedbush Morgan Radvision, which designs video-communication technology, had a mixed 1Q....Revenue of $18 million, down 7% year over year, missed our estimate, consensus and guidance of $19 million. The Networking Business Unit declined 4% y/y due to conservative inventory management by Cisco....Non-Cisco sales grew just 5% to 6%, versus 24% growth in 4Q. EPS of 3 cents exceeded consensus and guidance estimated 2 cents, driven by cost-cutting and resulting [in] a 23% quarter over quarter decline in operating expenses. We're increasing our [fiscal-year] '09 EPS to 33 cents, from 16 cents, [but] lowering E-revenue to $80 million from $83 million....We're raising target to 8 from 7...reflecting an improved EPS outlook. Market cap: $135 million.

Neutral - Price 17.27 on May 5 by Howe Barnes Hoefer & Arnett We expect STI will hobble through the credit cycle with worse-than-peer mortgage-related losses...and somewhat better than peer commercial and industrial and commercial-real-estate losses....With shares trading for 65% of projected year-end 2009 [tangible book value per share], dilution risk from limited conversions of senior capital into common is baked into the share price. A draconian loss-rate scenario and conversion scenario including [the Troubled Asset Relief Program] are not baked in, but we think STI avoids that fate. Market cap: $6.1 billion.

Neutral - Price 49 on May 5 by JPMorgan WYNN reported a 1Q09 adjusted property level [earnings before interest, taxes, depreciation and amortization] of $158.5 million, in line with our $161 million estimate. Las Vegas, reflecting a slow and early 1Q09 ramp at the newly opened Encore, came in at $43.9 million, below our E$57.5 million, but likely ahead of recent expectations....For Las Vegas, net revenues were $291.3 million, versus our E$288.6 million. For Macau, 1Q09 net revenues were $448.7 million, versus our E$437.7 million. Market cap: $6 billion.