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Top Analyst Upgrades & Downgrades (AER, AYR, BBY, BBT, CMG, CREE, HPQ, JDSU, LDK, LOGI, LULU, RIMM, SHLD, SINA, SU, TSO, VRSK)

Administrator — Fri, 19 Aug 2011 12:24:27 +0000

These are some of the top analyst upgrades, downgrades, and initiations seen from Wall Street research calls this Friday morning.

AerCap Holdings N.V. (NYSE: AER) Started as Outperform with $16 target at Credit Suisse.
AirCastle LTD (NYSE: AYR) Started as Neutral with $14 target at Credit Suisse.
Best Buy Co., Inc. (NYSE: BBY) Raised to BUy at S&P Equity Research (late Thursday).
BB&T Corporation (NYSE: BBT) Started as Hold at Citigroup.
Chipotle Mexican Grill, Inc. (NYSE: CMG) Raised to Outperform at Morgan Keegan.
Cree Inc. (NASDAQ: CREE) Cut to Market Perform at JMP.
Hewlett-Packard Co. (NYSE: HPQ) Cut to Neutral at UBS; Cut to Neutral at Baird.
JDS Uniphase Corporation (NASDAQ: JDSU) Maintained Buy but cut target to $17 at Argus.
LDK Solar Co., Ltd. (NYSE: LDK) cut to Neutral at Piper Jaffray.
Logitech International (NASDAQ: LOGI) Cut to Underperform as Bear of the Day at Zacks.
Lululemon Athletica Inc. (NASDAQ: LULU) Raised to Equal-Weight at Barclays.
Research in Motion Ltd. (NASDAQ: RIMM) Raised to Hold from Underperform at Jefferies.
Sears Holdings Corp. (NASDAQ: SHLD) Maintained Hold at Argus.
Sina Corporation (NASDAQ: SINA) Cut to Neutral at Credit Suisse.
Suncor Energy INc. (NYSE: SU) Raised to Buy at BofA/ML.
Tesoro Corporation (NYSE: TSO) Maintained Outperform as Bull of the Day at Zacks.
Verisk Analytics, Inc. (NASDAQ: VRSK) Raised to Outperform at KBW.

You are invited to join our free daily email distribution list to hear more about analyst upgrades and downgrades, top day trader and active trader alerts, dividend trends, news on Buffett and other investment gurus, IPOs, secondary offerings, private equity, and more.

JON C. OGG

Filed under: Analyst Calls Tagged: AER, AYR, BBT, BBY, CMG, CREE, HPQ, JDSU, LDK, LOGI, LULU, RIMM, SHLD, SINA, SU, TSO, VRSK

Top Analyst Upgrades and Downgrades (AYR, ARBA, AFFY, AIPC, BIG, BVF, ETR, FTI, LNCR, NOV, RYAAY)

Administrator — Tue, 22 Jun 2010 12:35:18 +0000

These are some of this Tuesday’s top analyst calls with upgrades, downgrades, and initiations seen in Wall Street research notes:

Aircastle Ltd. (NYSE: AYR) Started as Outperform at Wells Fargo.
Ariba Inc. (NASDAQ: ARBA) Raised to Overweight at JPMorgan.
Affymax, Inc. (NASDAQ: AFFY) Cut to Market Weight at Thomas Weisel.
American Italian Pasta Co. (NASDAQ: AIPC) Cut to Neutral at Janney; Cut to Hold at BB&T Capital.
Big Lots Inc. (NYSE: BIG) Cut to Neutral at JPMorgan.
Biovail Corporation (NYSE: BVF) Cut to Neutral at Piper Jaffray.
Entergy Corporation (NYSE: ETR) Cut to Neutral at Citigroup.
FMC Technologies, Inc. (NYSE: FTI) Raised to Buy at Citigroup.
Lincare Holdings Inc. (NASDAQ: LNCR) Raised to Buy at Deutsche Bank.
National Oilwell Varco, Inc. (NYSE: NOV) Cut to Hold at Citigroup.
Ryanair Holdings plc (NASDAQ: RYAAY) Cut to Neutral at JPMorgan.

You can join our free daily email distribution list to hear more about dividend trends, analyst upgrades and downgrades, top day trader and active trader alerts, news on Buffett and other investment gurus, IPOs, secondary offerings, private equity, and more.

JON C. OGG

Filed under: Analyst Calls Tagged: AFFY, AIPC, ARBA, AYR, BIG, BVF, ETR, FTI, LNCR, NOV, RYAAY

Top 10 Analyst Upgrades and Downgrades (ATVI, AYR, CFN, CMCSA, DRWI, RDY, RBCN, SPWRA, WAG, YHOO)

Administrator — Mon, 10 May 2010 12:15:56 +0000

These are this Monday’s top ten analyst upgrades downgrades and initiations in Wall Street research calls:

Activision Blizzard, Inc. (NASDAQ: ATVI) Added to Best Idea List at Wedbush Morgan.
Aircastle Ltd. (NYSE: AYR) Raised to Outperform at FBR.
CareFusion Corp. (NYSE: CFN) Raised to Positive at Susquehanna.
Comcast Corp. (NASDAQ: CMCSA) Cut to Market Perform at Bernstein.
DragonWave Inc. (NASDAQ: DRWI) targets cut at RBC, TD, CIBC, and Raymond James.
Dr. Reddy’s Laboratories Ltd. (NYSE: RDY) Cut to Hold at Citigroup.
Rubicon Technology Inc. (NASDAQ: RBCN) Raised to Outperform at Oppenheimer.
SunPower Corp. (NASDAQ: SPWRA) Raised to Hold at Auriga.
Walgreen Co. (NYSE: WAG) STarted as Buy at Lazard.
Yahoo Inc. (NASDAQ: YHOO) Raised to Positive at Susquehanna.

JON C. OGG

Filed under: Analyst Calls Tagged: ATVI, AYR, CFN, CMCSA, DRWI, RBCN, RDY, SPWRA, WAG, YHOO

Best Performing Sectors This Week: Cancer Stocks, Home Furnishing, Aircraft Leasing

247wallst — Thu, 16 Apr 2009 17:07:19 +0000

Based on data fromTickerspy, the best performing market sectors so far this week are cancer stocks, home funishing, and aircraft leasing.

Much of the strength in the cancer stock sector is due to moves by Dendreon (DNDN), Cell Genesys (CEGE), and Geron (GERN).Home furnishing stocks are being pushed higher by shares in Pier 1 (PIR) and Williams Sonomo (WSM), both of which are down over 50% year-to-date.

Among the aircraft leasing stocks the price advance leaders are Aercap (AER) and Aircastle (AYR).

The weakest sector over the last week in the Tickerspy survey is exchange stocks, down mostly due to weakness in CME group (CME).

Data from Tickerspy.

Douglas A. McIntyre

Posted in Business Services, Exchange, Industry Tagged: AER, AYR, CEGE, CME, DNDN, GERN, PIR, WSM

Top 10 Pre-Market Analyst Calls (AYR, ARST, GLS, HCBK, JRN, MAKO, PFCB, TLM, WAT, WW)

247wallst — Wed, 26 Mar 2008 06:05:39 +0000

These are the top analyst upgrades and downgrades that 247WallSt.com is focusing on in pre-market trading this Wednesday morning:

Aircastle (NYSE: AYR) Downgraded to Neutral from Overweight at JPMorgan.
ArcSight (NASDAQ: ARST) started as Outperform at Wachovia; started as Equal Weight at Lehman Brothers.
Genesis Lease (NYSE: GLS) Downgraded to Neutral from overweight at JP Morgan.
Hudson City Banc (NASDAQ: HCBK) Downgraded to Market Perform from Outperform at FBR.
Journal Commun (NYSE: JRN) started as Outperform at Bear Stearns.
MAKO Surgical (NASDAQ: MAKO) Started as Market Perform at Wachovia; Started as Overweight at JPMorgan.
P.F. Chang’s (NASDAQ: PFCB) Downgraded to Underperform From Market Perform at FBR.
Talisman Energy (NYSE:TLM) raised to Buy from Hold at Citigroup.
Waters (NYSE: WAT) Raised To Overweight From Neutral at JPMorgan.
Watson Wyatt (NYSE: WW) raised to Buy from Hold at UBS.

Jon C. Ogg
March 26, 20008

Cramer New Value & Momentum Picks (EMC, VMW, AYR)

247wallst — Thu, 23 Aug 2007 17:30:58 +0000

On tonight’s MAD MONEY on CNBC, Cramer noted there are two ways to profit from a recovering market like we are seeing today. After a 5-day rally, today was just profit taking. He has picks for the Value Approach and the Momentum Approach….

MOMENTUM WAY: As a momentum investor you go after stocks hitting newhighs right after a big sell-off because those do that for a reason.Cramer said his best stock on yesterday’s list was EMC Corp.(NYSE:EMC), and that is because of the hype and promise of VMware(NYSE:VMW) after its IPO last week. Cramer said it isn’t behaving likehe expected, but that is because not enough people are looking at ourEMC/VMware IPO Playbook we sent out to subscribers right ahead of the VMware IPO and becausepeople aren’t considering the dilutive effects after EMC starts tosell. This is why just yesterday I noted a "VMware Conundrum" overthis on our free site. Cramer said that hedge fund managers took the wrong side, althoughthey would have been on the right side of the EMC trade if they usedour playbook for how to play EMC going into the IPO.

VALUE WAY: The value list is comprised typically of the new lows list when you are looking at companies which weren’t damaged at all. He was looking for strong stocks that were 20% off highs and dividend of more than 3%. Air Castle (NYSE:AYR) is down 25% from highs and it has over a 7% yield from aircraft leasing operations. Cramer thinks that this one was oversold and their dividend probably isn’t at risk since the dividend just went up. The CEO also bought shares on the open market, although it was only about $63,000.00 worth. All of its planes are leased out and it has either already renewed or extended its contracts. You can see what we said about this one ourselves when it sold shares in a secondary to raise more operating cash for expansion early this year to see how this compares to prior prices.

We have our own take on EMC & VMware. Many analysts and market pundits are talking up this EMC stock because they thought it was going to run more than it did. They aren’t looking at enough history for the immediate post-IPO trading in these names. We think EMC will ultimately go higher and that this won’t peter out entirely, but we knew that the morning the IPO was coming to market was going to be a top and a great chance for short sellers existed.

Jon C. Ogg
August 23, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.