Date updated:09-06-2008
The following is a list of companies from a collection of various research reports.

-
AW
N/a - $10.36
- 0.00
- $10.36
Strong Buy - Price 13.44 on Sept. 2 by Raymond James Based on the Republic/AW merger exchange ratio...[we see] about 40% upside for AW at current prices on our 12-month RSG price target of 42, or 7.5 times EV/Ebitda [enterprise value/earnings before interest, taxes, depreciation and amortization] on 2010 post full-synergy estimates, in-line with historical levels. Market cap: $6 billion.

-
CELG
Celgene Corporati - $44.28
- +3.94%
- $42.61
Neutral - Price 70.85 on Sept. 3 by Baird Securities Target: 65. While [Celgene's] Revlimid and Velcade [from Millennium] both continue to gain front-line multiple-myeloma share, we think Velcade may be best positioned based on physician perceptions/projected use. Coupling this with continued Thalomid erosion, high 2H08 Revlimid expectations, and what we view as a rich valuation (46 times 2008 consensus earnings per share), we are incrementally cautious on CELG. 2008 [estimated] EPS: 1.53. Market cap: $33 billion.

-
CHK
Chesapeake Energy - $24.09
- 0.00%
- $24.28
Buy - Price 45.24 on Sept. 3 by CRT Capital Group Chesapeake, in the fashion of a recent larger deal to collaborate with Plains Exploration (PXP) in its... admired Haynesville Shale (N. Louisiana, E. Texas) project, has sold off 25% of its Fayetteville position to BP (BP). BP will pay $1.1 billion up front and fund the next $800 million of Chesapeake's development costs on the project, likely exhausting that sum sometime in 2009. While markets continue to sell off gas-levered equities like CHK with softening commodity prices, we think the divestiture and collaboration tactic has merit....Chesapeake is hedging its outsized upside resource inventory by monetizing part of it now. Chesapeake's costs of development in the Haynesville will be subsidized by BP (and by PXP) . EPS: $3.60. Target: 64. Market cap: $25.8 billion.

-
CAL
Continental Airli - $11.15
- 0.00%
- $10.55
Equal Weight - Price 17.84 on Sept. 3 by Morgan Stanley Research Continental reported August consolidated RASM growth of about 5% year/over/year, a slight improvement from July's 4.8%, and demonstrated good pricing discipline. CAL will update guidance next week....CAL shares will likely trade higher in the near-term, as estimates are revised upward. Airlines have cut capacity to reflect $125/barrel crude, but are now enjoying the benefits of significantly lower fuel costs. [Thus,] the industry will likely turn a profit in '09, a scenario very supportive of legacy airline shares. But we should also remember that falling oil prices introduce the risk of destructive competition....EPS in 2007, $4.03; in 2008E, -$2.72; in 2009E, $1.80. Market cap: $2 billion.

-
ENER
Energy Conversion - $17.20
- -0.23%
- $17.35
Buy - Price 76.55 on Sept. 3 by Jefferies & Co. Due to solar-business growth...our new target of 96 [formerly 57] is based on 35 times our CY'09 estimate, just over half our modeled EPS growth rate. Risks include reliance on subsidies, ramping risk, technology risk and competing thin-film technologies....Market cap: $3.1 billion.

-
HD
Home Depot Inc - $24.50
- 0.00%
- $23.96
Hold - Price 28.07 on Sept. 3 by Jesup & Lamont Initiating with Hold, on concerns pertaining to weak housing, but...[we're also still looking for the promised] change in the way associates engage customers...[With] a turn in housing, we believe store-execution and fundamentals of HD will pale in comparison to rival Lowe 's Companies (LOW)....[Yet] heightened store and operational capital improvements-with nearly $4 billion earmarked over the next five years-are expected to put HD stores in a better competitive position relative to years past. Market cap: $47.3 billion.

-
HBAN
Huntington Bancsh - $4.15
- +2.72%
- $3.98
Sell - Price 7.05 on Sept. 2 by Zacks Research Target: 6.30; 2Q08 core earnings, at 28 cents per share, were five cents below our expectations. Net charge-offs significantly increased from the prior-quarter's level and almost doubled year-over-year. HTN experienced substantial increase in nonaccrual loans, sequentially and year-over-year, with most of it relating to commercial real-estate loans, including single-family segment and commercial and industrial loans....Continued economic weakness...supports need for increased loan-loss provision....Hence, we've reduced our 2008E and 2009E EPS. Market cap: $2.6 billion.

-
INFY
Infosys Technolog - $36.39
- +1.93%
- $35.80
Outperform - Price 41.28 on Sept. 2 by Pacific Crest Infosys recently announced its intention to acquire Axon Group (AXO.UK)...an all-cash proposal valued at £407.1 million ($753.1 million at GBP/USD exchange rate of £1 = $1.85), at £6 per share; completion expected in November 2008. The deal (1) would strengthen Infosys' SAP practice; (2) [will give INFY greater exposure to Europe. INFY and AXO have complementary industry strengths that should provide cross-selling opportunities for revenue growth. [It] would be neutral to earnings in F2009 and '10, assuming zero synergies...[The] operating margin of the acquired business [must be improved] from its current 14.4%. Market cap: $23.5 billion.
- Barron's Research Reports 9-06-2008's Blog
- No Blogs Found
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Highbridge Statistical...
- 3. Joel Greenblatt
- 4. Amana Trust Growth - A...
- 5. Fidelity International...
- show all
- Top Do-It-Yourself Portfolios
- » agtest1
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » HMH1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Stockpickr Staff Posted on July 2, 2009 Developments in the stem cell world are starting to get very interesting. On Tuesday, General Electric (GE) signed an exc...
By Rebecca Corvino Posted on July 2, 2009 Every day, Stockpickr members are creating and sharing stock ideas with each other through various platforms. If you're not al...
By Rebecca Corvino Posted at 12:30 p.m. EDT on July 2, 2009 Making Thursday's headlines and sending stocks lower were reports that June saw the loss of 467,000 more job...
By Stockpickr Staff Posted on July 2, 2009 Some investors assume that at this time of year, it's the summer doldrums for the stock market. After all, as the saying goe...
A. The only one I own : SLX,
too hard pick a winner out all of them
Here is the stock list of some of the largest % losers from July 1, 2009. more
Here are the latest Activist or "13D" situations from the StreetInsider.com 13D Tracker page found at: http://www.13dtracker.blogspot.com/.... more
These are the stocks from Jim Cramer's June 26 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more








Comments not available