Strong Buy - Price 22.59 on Sept. 15 by Raymond James CA is acquiring NetQoS for $200 million in cash. The acquisition is in line with CA's stated strategy for spending $300 million to $500 million per year for acquisitions that build on the existing, key technology verticals....The acquisition represents 3.5 times trailing 2008 revenues of $56 million. NetQoS reported 26% revenue growth in 2008. Market cap: $12.1 billion.

Buy - Price 8.06 on Sept. 15 by Jesup & Lamont We're raising our third-quarter earnings-per-share estimate from a loss of 30 cents to a profit of 5 cents, versus EPS of a loss of 7 cents last year. The current consensus estimate of a loss of 16 cents per share also will come up to break-even or a small profit. We're raising our target to 11, or 10 times 2010E-EPS of $1.13, an increase from our prior estimate of $1. We're estimating 3Q operating profit of more than $300 million [after nonoperating expenses estimated at $325 million}. Load factors for the next two months are estimated at 82%....We believe business traffic is starting to return to the market. Market cap: $6.3 billion.

Buy - Price 6.46 on Sept. 15 by Pritchard Capital Partners Raising price target to 11, from 9, on our increasingly constructive view of natural-gas prices. We have high conviction in our 2010 EPS estimate ...[of] 38 cents ...an outlier versus consensus of 6 cents...and [we] believe upward revisions to the consensus forecast will be a catalyst for shares....We believe that just as consensus didn't cut KEG estimates enough as its activity declined, the Street is failing to give the company enough credit as its activity improves....KEG has an oil-gas mix of 70%-30%, but part of the lower natural-gas concentration is a result of the currently depressed natural-gas market. Market cap: $1.1 billion.

Buy - Price 22.86 on Sept. 15 by Jefferies & Co. We believe a combination of new product releases coupled with gradually improving corporate information-technology spending and accretion from the anticipated Java acquisition makes ORCL an attractive investment....Our 26.50 target represents just over 15 times our FY11 EPS estimate of $1.72....This remains a discount to [the] coverage group for CY10 (19 times), and does not include any accretion from the anticipated Java acquisition. Key risks include the pace of IT-spend recovery and acquisition integration. Market cap: $115.3 billion.

Outperform/Speculative - Price 32.10 on Sept. 15 by Barrington Research We are incrementally more positive on OSK following an update to our 2009-10 financial model. We believe investors should be buying OSK in the short-term for the visibility from defense profits [products include military all-terrain vehicles] and in the long-term based on OSK's leverage to an improving specialty-truck market....We believe that near-term catalysts include an economic recovery.... We increased our target to 40, from 35; new target equates to a...price/earnings ratio of 12.2 times our 2010 EPS. OSK is [now] trading at a 2010 P/E of 9.8 times. Market cap: $2.4 billion.

Buy - Price 5.34 on Sept. 15 by BB&T Capital Markets [PolyOne makes specialized polymer materials.] With much insolvency risk now behind us, high leverage to an upturn in the housing and auto sectors, and [management's] focus on cash generation, we believe further appreciation in POL shares is possible despite their recent outperformance. We're upgrading POL from Hold to a Buy. Our 8 target is based on a roughly 6 times enterprise value/earnings before interest, taxes, depreciation and amortization multiple on our new 2010 estimate, versus an historical average of 5.5 times. We believe the slight premium is warranted, given the business-model makeover....We're raising our 2010 EPS estimate from 30 cents to 45 cents, reflecting the benefits from lower retiree health-care costs as well as a modest volume improvement....Based on our new estimate, POL shares are trading at 4.5 times EV/Ebitda, a material discount to their long-term average. Market cap: $544 million.

Buy - Price 18.37 on Sept. 15 by Sandler O'Neill & Partners Our 21 target is based on a 22 times multiple of our 2010E-EPS of 94 cents. SCHW remains highly leveraged to equity-market performance and slightly/modestly to retail-investing activity. [Risks] include decreases in trading activity; increase[d] regulatory risk; a major decrease in equities because SCHW, as a high-beta stock, generally has larger relative price swings than the overall market. Market cap: $21.3 billion.