Posts for Ticker ‘CBI’

Top Analyst Upgrades (APSG, BWA, CBI, ETH, GME, PIR, TD, WSM)

These are some of the top pre-market analyst upgrades and positive research calls that we have seen from Wall Street firms early this Monday morning:

Applied Signal (APSG) Raised to Buy at Colliins-Stewart.
Borg Warner (BWA) Raised to Outperform at Wells Fargo.
Chicago Bridge & Iron (CBI) Raised to Overweight at JPMorgan.
Ethan Allen (ETH) Raised to Hold at KeyBanc.
GameStop (GME) Raised to Conviction Buy List at Goldman Sachs.
Pier-1 Imports (PIR) Raised to Hold at KeyBanc.
TD Bank (TD) Raised to Outperform at RBC.
Williams-Sonoma (WSM) Raised to Hold at KeyBanc.

JON C. OGG

Posted on: August 31, 2009 – 8:04 am in Analyst Calls, , , , , , , ,

Top Pre-Market Analyst Downgrades (ADCT, ADTN, CBI, CIEN, CSCO, PAC, OESX, SAI, TWTC, USB, VRAZ)

These aren’t all of the downgrades or negative analyst calls we have seen this Wednesday, but these are some of the impact analyst calls we are seeing:

  • ADC Telecommunications (NASDAQ: ADCT) Cut to Neutral from Outperform at Credit Suisse.
  • Adtran (NASDAQ: ADTN) Cut to Underperform from Neutral at Credit Suisse.
  • Chicago Bridge & Iron (NYSE: CBI) Cut to Neutral at JPMorgan.
  • Ciena (NASDAQ: CIEN) Cut to Underperform from Outperform at Credit Suisse.
  • Cisco Systems (NASDAQ: CSCO) Cut to Neutral from Outperform at Credit Suisse.
  • Grupo Aeroportuario (NYSE: PAC) Cut to Sell from Neutral at Goldman Sachs.
  • Orion Energy Systems (NASDAQ: OESX) Cut to Market Weight at Thomas Weisel.
  • SAIC (NYSE: SAI) Cut to Neutral from Outperform at Cowen.
  • TW Telecom (NASDAQ: TWTC) Cut to Underweight from Overweight at JPMorgan.
  • US Bancorp (NYSE: USB) Cut to Sell from Hold at Deutsche Bank.
  • Veraz Networks (NASDAQ: VRAZ) Cut to Underperform from Hold at Jefferies.

Jon C. Ogg
July 16, 2008

Posted on: July 16, 2008 – 6:44 am in Analyst Calls, , , , , , , , , , ,

George Soros Top Equity Holdings (AAPL, AUXL, BFLY, CBI, CMG, CRUS, COV, MAPP, POT, SVNT)

This week we got to see critical SEC filings showing holdings of many key and influential investors.  Included in these filings were billionaire George Soros, a billionaire whom is loved by some and much less ‘well thought of’ by others over his currency trading history of over his MoveOn.org attempts.  Either way, investors still watch Soros.  These are the holdings of Soros Fund Management LLC as of December 31, 2007.  These were listed as the top holdings and are not at all his entire positions.  Soros Fund Management LLC was listed as having some $2.269 Billion in the total filing, and these positions here only equate to $360+ million, so there are many more positions.  As with all of these holdings, these positions may have changed or been eliminated as of the dates noted.  Here is a summary of his larger positions with a dollar amount provided by Soros as filer and a share count:

  • Apple Inc. (NASDAQ: AAPL)   $32,000,000;  161,550 shares
  • Auxilium Pharma (NASDAQ: AUXL)   $36,473,000;  1,216,180 shares
  • Bluefly Inc. (NASDAQ: BFLY)   $36,451,000;  48,601,156 shares… an old favorite of his…
  • Chicago Bridge & Iron Co. (NYSE: CBI)   $29,743,000;  492,100 shares
  • Chipotle Mexican Grill, Inc. (NYSE: CMG)  $32,404,000;  220,332 shares
  • Cirrus Logic Inc. (NASDAQ: CRUS)   $24,376,000;  4,616,666 shares
  • Covidien, Ltd. (NYSE: COV)   $32,194,000;  726,900 shares
  • MAP Pharmaceuticals (NASDAQ: MAPP)   $71,374,000;  4,076,169
  • Potash Corp. (NYSE: POT)   $37,933,000;  263,500 shares
  • Savient Pharmaceuticals (NASDAQ: SVNT)   $25,002,000;  1,088,461 shares

As Soros himself says …."Contrary to the tenets of market fundamentalism, financial markets do not tend towards equilibrium; they are crisis prone."   

Other billionaires and their holdings filed this week:
Bill Gates
Carl Icahn
Warren Buffett

Jon C. Ogg
February 16, 2008

Posted on: February 16, 2008 – 9:17 am in Insider Activity, , , , , , , , , ,

Cramer’s Middle East Infrastructure Picks

On tonight’s MAD MONEY on CNBC, Jim Cramer came out not just on a ROW strategy for "rest of the world," but said it’s a BRIC+ME: Brazil, Russia, India, China PLUS the Middle East.  His picks here Caterpilar (CAT-NYSE) and Cummins (CMI-NYSE) for global capital spending plays. His other two picks from the area are hot as well as McDermott International (MDR-NYSE) and Foster Wheeler (FWLT-NASDAQ) that are both up big after his recommendations.  As expected, Cramer stuck with Fosted Wheeler and even said it could fetch $100.00.  Chicago Bridge & Iron is a beneficiary of the weak dollar and it wins many international infrastructure pacts in the Middle East.

Jon C. Ogg
May 9, 2007

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

Posted on: May 9, 2007 – 6:37 pm in Cramer, , , ,