Bought Andrew Corp, which has been up after all the hurricanes. They rebuild cell phone towers. Forward P/E of 12.

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Outperform/Speculative - Price 49.71 on Jan. 2
by Morgan Keegan

We think rising consensus estimates based on the recently closed acquisition of Andrew could serve as a catalyst for the stock. Our new model reflects conservative estimates and a gradual ramp of deal synergies. We consider our new model, which yields 10% earnings accretion in 2008, conservative. At a moderate 17 times our [calendar-year] '08 EPS estimate of $3.35, the stock [of this communications-equipment firm] could be valued at 57. Market-cap: $3.03 billion.

Commscope (CTV) was downgraded from Buy to Neutral, Merrill Lynch said. Company recently gave a disappointing outlook for its core business, given its dependence on the US commercial construction business.

Upgraded by Morgan Keegan from Mkt Perform to Outperform

Games

Growth component that plays well into the growing cable refit and broadband growth.

Upgraded by Robert W. Baird from Neutral to Outperform

VectorVest buy, good Worden chart

Downgraded by Matrix Research from Strong Buy to Buy