From Barron's 7-16-07: Hold - Price 13.80 on July 11 by Think Equity Partners "Our price target, 13, represents 21 times our calendar-year '08 earnings-per-share estimate of 61 cents, in line with our projection for ANAD's '08 revenue growth of 20%. Risks [include]: Weakness in wireless-handset market; inability to win new customers for GSM [global system for mobile communication] products; and weakness in cable-infrastructure and set-top box markets...Anadigics has traditionally had 10%-plus of sales to LG [a global electronics firm]."

From Barron's 7-16-07: Buy - Price 28.64 on July 10 by Sterne Agee "BJS is primarily a provider of pressure pumping, roughly equally sharing the worldwide market with Halliburton and Schlumberger. The shares of all three declined significantly (28% to 38%) as Canadian gas producers dramatically cut drilling activity. While the other two have recovered, BJS' shares are still down [by] over one-third and now sell at a discount versus premium valuation. We believe that as the Canadian gas activity picks up...the current low valuation will have proven to be an attractive entry point. Target: 34."

From Barron's 7-16-07: Strong Buy - Price 37.29 on July 11 by JMP Securities "We expect EPS to rise 45% during '07 to $2.15, due in part to accretive Trammell Crow purchase. For '08, we conservatively project 8% revenue growth, driving 19% EPS growth to $2.55...Longer-term, we expect mid-high-single-digit revenue growth will drive 15%-20% EPS growth. CB currently trades at '07 and '08 price/earnings multiples of 17.3 times and 14.6 times, versus Jones Lang LaSalle at 20.5 and 17.9 times. CB's 2007 and 2008 [enterprise value/earnings before interest, taxes, depreciation and amortization] multiples are 10.6 times and 9.3 times, compared to JLL at 12.5 times and 11.1 times. At our 48 price target, CB's 2008 P/E and EV/Ebitda multiples would be 18.8 times and 11.6 times."

From Barron's 7-16-07: Outperform - Price 64 on July 11 by Morgan Keegan "ETP reported 71 cents EPS for Q3, versus the Street's 72 cents. But after adjusting for a $17.8 million profit (12 cents/unit) from interest-rate swaps, EPS comes in at 59 cents/unit, well below the Street and 6 cents/unit under our forecast. On a positive note, operating income was in line with our estimates. Transportation volumes were up 41% year-over-year, and operating income increased 40% y/y as recent capital expansions came on line. Although ETP missed our estimate and consensus, we are maintaining our estimate of $2.85 for FY07 until we receive some clarity from management. We are also keeping our total return estimates of an additional 7% to 10% for the rest of '07 and 37% to 42% by the end of '08. ETP owns and operates a diversified portfolio of midstream energy assets."

From Barron's 7-16-07: Hold - Price 33.15 on July 11 by McAdams Wright Ragen "Railcar-manufacturer Greenbrier reported adjusted fiscal 3Q earnings of $1 per share, which was better than our estimate of 58 cents and consensus of 42 cents. The stock gained 15.75% on the report. Revenues in the manufacturing and refurbishment divisions came in higher than we forecast, as did margins driving the upside. Our 4Q estimate stays at 58 cents; FY moves to $1.93, from $1.51. This does not include special charges registered during the year-mostly related to Canadian plant closure. The estimate for '08 moves from $2.25 to $2.40. GBX trades at 8.25 times estimated '07 Ebitda and 7.6 times forward Ebitda. On a P/E basis, [shares] trade at 17.2 times '07 earnings/13.8 times forward earnings."

From Barron's 7-16-07: Hold - Price 45.84 on July 11 by Sandler O'Neill "MI [will] acquire First Indiana Corporation (FINB), a $2.1 billion bank...This all-cash deal, valued at roughly $529 million (expected to close in 4Q07 or 1Q08)...[or] only about 3.8% of MI's asset base and 4.3% of market-cap, strikes us as digestible for MI. Management expects 2-cent [dilution] to EPS in 2008 (about 0.5%) and accreti[on] thereafter… for the industry, we see balance-sheet growth, a tough rate environment and credit as fundamental headwinds...along with MI's premium valuation and ongoing merger/acquisition speculation, we... believe our Hold rating is best."

From Barron's 7-16-07: Buy - Price 57.10 on July 10 by W.R. Hambrecht "The combination of strong sales and margin expansion should lead to GAAP EPS of $3.13 for F2007. For F2008, we [see] $3.72/share, an estimated 19% increase in earnings. At 70 price target, the P/E multiple would be about 18 times, with 19%-plus estimated EPS growth putting [price-earnings-growth] around 1...PVH has reiterated its interest in utilizing cash to acquire [more] brands...Brands under strategic review at Liz Claiborne represent some potential candidates."