24/7 Wall St. » HAIN

Argus Making Many Model Portfolio Changes (AEP, WMB, MON, CSX, OXY, WY, PAY, MDU, ICE, HAIN)

Administrator — Thu, 12 Jan 2012 14:03:52 +0000

Argus has made quite a few changes to its model portfolio for 2012 after the first week of trading this year. The company has broken these out in equity income, growth and income, and mid-cap growth sector. We also have implied price entry and exit points as well.

In the firm’s equity income allocations, the firm is selling 100% of its allocation in American Electric Power Co. (NYSE: AEP) at $41.14 and is adding in Williams Companies Inc. (NYSE: WMB) at $28.22.

As far as growth and income, Argus is recommending to buy CSX Corp. (NYSE: CSX) at $23.32 and Monsanto Co. (NYSE: MON) at $79.00; and it is recommending that the model portfolio sell all of its positions in Occidental Petroleum Corp. (NYSE: OXY) at $97.17 and Weyerhaeuser Co. (NYSE: WY) at $19.18.

Finally, in mid-cap growth the firm’s model portfolio is buying VeriFone Systems Inc. (NYSE: PAY) at $37.12 and buying MDU Resources Group Inc. (NYSE: MDU) at $21.50. It is selling 100% of its position in IntercontinentalExchange Inc. (NYSE: ICE) at $113.13. Another selling stock, but only by 20% of its allocation is Hain Celestial Group Inc. (NASDAQ: HAIN).

Speaking of model portfolios, here were the 5 most undervalued DJIA stocks and the 5 least attractive DJIA stocks based upon consensus targets. Here are the top 4 DJIA stock picks from Jim Cramer for 2012.

Also, we made a lot of changes this year to the 24/7 Wall St. 2012 Model Dividend Portfolio.

JON C. OGG

Filed under: Analyst Calls, Research Tagged: AEP, CSX, HAIN, ICE, MDU, MON, OXY, PAY, WMB, WY

Top Analyst Upgrades & Downgrades (ALB, AMZN, BBBY, BP, CELG, CHRW, FSLR, HAIN, HGSI, MMM, MIND, NYT, SKS, TLM, YGE, YOKU)

Administrator — Wed, 26 Oct 2011 12:06:12 +0000

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

Albemarle Corporation (NYSE: ALB) Raised to Neutral at BofA/ML.
Amazon.com Inc. (NASDAQ: AMZN) Cut estimates and target to $200 at Credit Suisse; maintained Buy at BofA/ML.
Bed Bath & Beyond Inc. (NASDAQ: BBBY) Reiterated Buy and raised target to $70 at Argus.
BP PLC (NYSE: BP) Raised estimates at BofA/ML.
Celgene Corporation (NASDAQ: CELG) Raised to Outperform as Bull of the Day at Zacks.
C.H. Robinson Worldwide Inc. (NASDAQ: CHRW) Cut to Neutral at BofA/ML.
First Solar Inc. (NASDAQ: FSLR) Cut to Hold at Kaufman; Cut to Hold at Jefferies; Cut to Sell at S&P Capital IQ (late Tuesday).
The Hain Celestial Group, Inc. (NASDAQ: HAIN) Raised to Hold at S&P Capital IQ (late Tuesday).
Human Genome Sciences Inc. (NASDAQ: HGSI) Cut to Hold at Brean Murray.
3M Co. (NYSE: MMM) Cut to Market Perform at William Blair.
Mitcham Industries, Inc. (NASDAQ: MIND) named the Value Stock of the Day at Zacks.
The New York Times Company (NYSE: NYT) Cut to Neutral at Citigroup.
Saks, Inc. (NYSE: SKS) named Aggressive Growth stock of the day at Zacks.
Talisman Energy (NYSE: TLM) Cut to Underperform as Bear of the Day at Zacks.
Yingli Green Energy Holding Co. Ltd. (NYSE: YGE) Cu to Neutral at Collins Stewart.
Youku.com Inc. (NYSE: YOKU) Cut to Neutral at Susquehanna.

JON C. OGG

Filed under: Analyst Calls Tagged: ALB, AMZN, BBBY, BP, CELG, CHRW, FSLR, HAIN, HGSI, MIND, MMM, NYT, SKS, TLM, YGE, YOKU

Top Analyst Upgrades & Downgrades (BIIB, CSIQ, CBS, CTL, DE, EMC, FTE, HAIN, MRO, MCD, NOK, PLD, RHT, SBUX, TEVA)

Administrator — Thu, 18 Aug 2011 12:07:35 +0000

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

Biogen Idec Inc. (NASDAQ: BIIB) Raised to Outperform at Oppenheimer.
Canadian Solar Inc. (NASDAQ: CSIQ) Raised to Neutral at Piper Jaffray.
CBS Corporation (NYSE: CBS) Maintained Outperform as Bull of the Day at Zacks.
CenturyLink Inc. (NYSE: CTL) Maintained Buy with $48 target at Argus.
Deere & Co. (NYSE: DE) Maintained Outperform but cut target to $91 at Credit Suisse.
EMC Corporation (NYSE: EMC) Maintained Outperform but Cut target to $27 at Credit Suisse.
France Telecom (NYSE: FTE) Raised to Neutral at Credit Suisse.
The Hain Celestial Group, Inc. (NASDAQ: HAIN) Cut to Sell at S&P Equity Research (late Wednesday call).
Marathon Oil Corporation (NYSE: MRO) Cut to Neutral as Bear of the Day at Zacks.
McDonald’s Corporation (NYSE: MCD) Raised to Outperform at Oppenheimer.
Nokia Corporation (NYSE: NOK) Raised to Hold at Jefferies.
ProLogis (NYSE: PLD) Cut to Hold at Stifel Nicolaus.
Red Hat, Inc. (NYSE: RHT) Started as Buy at Citigroup.
Starbucks Corporation (NASDAQ: SBUX) Cut to Perform at Oppenheimer.
Teva Pharmaceutical Industries Limited (NASDAQ: TEVA) Started as Outperform at Leerink Swann.

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: BIIB, CBS, CSIQ, CTL, DE, EMC, FTE, HAIN, MCD, MRO, NOK, PLD, RHT, SBUX, TEVA

Top Analyst Upgrades & Downgrades (AIXG, BAC, BCSI, CSC, GOOG, HAIN, HPQ, HD, HSP, MMI, ODP, PAAS, DGX, REGN, SXL)

Administrator — Wed, 17 Aug 2011 12:18:52 +0000

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

Aixtron SE (NASDAQ: AIXG) Cut to Hold at Deutsche Bank.
Bank of America Corporation (NYSE: BAC) Maintained Buy but lowered target to $14 at Credit Suisse.
Blue Coat Systems Inc. (NASDAQ: BCSI) Downgraded at Piper Jaffray, BofA/ML, Sten Agee, and Needham.
Computer Sciences Corporation (NYSE: CSC) Maintained Underperform as Bear of the Day at Zacks.
Google Inc. (NASDAQ: GOOG) Cut to Sell with $500 target at S&P Equity Research (late Tuesday).
The Hain Celestial Group, Inc. (NASDAQ: HAIN) Raised to Outperform at RBC.
Hewlett-Packard Co. (NYSE: HPQ) Cut to Market Perform at BMO.
Home Depot Inc. (NYSE: HD) Reiterated Buy with $44 target at Argus.
Hospira Inc. (NYSE: HSP) Raised to Hold at Citigroup.
Motorola Mobility Holdings, Inc. (NYSE: MMI) Raised to Neutral at JPMorgan.
Office Depot, Inc. (NYSE: ODP) Raised to Neutral at UBS.
Pan American Silver Corp. (NASDAQ: PAAS) Raised to Buy at Canaccord Genuity.
Quest Diagnostics Inc. (NYSE: DGX) Raised to Neutral at Goldman Sachs.
Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) Cut to Neutral at BofA/ML.
Sunoco Logistics, LP (NYSE: SXL) Raised to Outperform as Bull of the Day at Zacks.

JON C. OGG

Filed under: Analyst Calls Tagged: AIXG, BAC, BCSI, CSC, DGX, GOOG, HAIN, HD, HPQ, HSP, MMI, ODP, PAAS, REGN, SXL

Top Analyst Upgrades & Downgrades (BHI, BYI, CCL, CMCSA, DECK, DVY, HAIN, IMGN, PMTC, PFE, PIR, PWER, RAD, STX, STRA, TGT)

Administrator — Fri, 08 Apr 2011 12:27:11 +0000

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

Baker Hughes Inc. (NYSE: BHI) Raised to Outperform at Credit Suisse.
Bally Technologies Inc. (NYSE: BYI) Cut to Neutral at Credit Suisse.
Carnival Corporation (NYSE: CCL) Cut to Neutral as Bear of the Day at Zacks.
Comcast Corporation (NASDAQ: CMCSA) Reiterated Buy with $31 target at BofA/ML.
Deckers Outdoor Corporation (NASDAQ: DECK) named as Bull of the Day at Zacks.
DeVry Inc. (NYSE: DVY) Cut to Neutral at BofA/ML.
Hain Celestial Group Inc. (NASDAQ: HAIN) Maintained BUy and raised target to $36 at Argus.
Immunogen Inc. (NASDAQ: IMGN) Raised to Outperform at RBC.
Parametric Technology Corporation (NASDAQ: PMTC) Raised to Buy at Jefferies.
Pfizer Inc. (NYSE: PFE) Reiterated Outperform and raised target to $23 at Credit Suisse.
Pier 1 Imports Inc. (NYSE: PIR) Maintained Neutral but raised target to $13 at Credit Suisse.
Power-One, Inc. (NASDAQ: PWER) Maintained Buy with $13 target at Auriga.
Rite Aid Corporation (NYSE: RAD) Reiterated Neutral but raised estimates at Credit Suisse.
Seagate Technology PLC (NASDAQ: STX) Raised at Needham.
Strayer Education Inc. (NASDAQ: STRA) Cut to Neutral at BofA/ML.
Target Corporation (NYSE: TGT) Cut to Neutral at BofA/ML.

You can 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: BHI, BYI, CCL, CMCSA, DECK, DVY, HAIN, IMGN, PFE, PIR, PMTC, PWER, RAD, STRA, STX, TGT

Early Bird Pre-Market Analyst Upgrades (ALB, AUXL, BIIB, CBEY, HAIN, HWD, LVS, SYMC, TEVA, TWTC, WBSN, WFMI)

247wallst — Thu, 11 Sep 2008 06:23:19 +0000

These are some of the early bird analyst upgrades and positive calls we are seeing this Thursday morning with more than two hours to the open:

Auxilium Pharma (AUXL) Started as Outperform at Oppenheimer.
Biogen-Idec (BIIB) Started as Buy at Stanford Group.
CBeyond (CBEY) Started as Buy at SunTrust Robinson Humphrey.
Hain Celestial (HAIN) Started as Buy at Jefferies.
Harry Winston Diamond (HWD) Raised to Overweight at Thomas Weisel.
Las Vegas Sands (LVS) Raised to Hold at KeyBanc.
Symantec (SYMC) Started as Buy at B of A.
Teva Pharma (TEVA) Started as Outperform at Oppenheimer.
TW Telecom (TWTC) Started as Buy at SunTrust Robinson Humphrey.
Websense (WBSN) Started as Buy at B of A.
Whole Foods (WFMI) Started as Buy at Jefferies.

Jon C. Ogg
September 11, 2008

Top 10 Pre-Market Analyst Calls (ADCT, ABC, CAH, MCK, CRUS, LNG, HAIN, ISRG, NFS, PTR, VMED, WLK)

247wallst — Thu, 10 Apr 2008 06:54:16 +0000

These are the top individual analyst calls we are focusing on this Thursday morning in pre-market trading:

ADC Telecom (NASDAQ: ADCT) raised to Buy at Deutsche Bank.
AmerisourceBergen (NYSE: ABC), Cardinal Health (NYSE: CAH), and McKesson (NYSE: MCK) were all downgraded to Hold from Buy at Citigroup.
Cirrus Logic (NASDAQ: CRUS) Cut to Perform from Outperform at Oppenheimer.
Cheniere Energy (NYSE: LNG) cut to Equalweight from Overweight at Lehman.
Hain Celestial (NASDAQ: HAIN) Cut to Underweight at JP Morgan.
Intuitive Surgical (NASDAQ: ISRG) started as Buy at Lazard; started as Market Outperform at JMP Securities.
Nationwide Financial (NYSE: NFS) Raised to Buy from Neutral at UBS.
PetroChina (NYSE: PTR) cut to Sell at Citigroup.
Virgin Media (NASDAQ: VMED) cut to Neutral at Jefferies,
Westlake Chemical (NYSE: WLK) Raised to Overweight at Morgan Stanley.

Jon C. Ogg
April 10, 2008

Top 10 Pre-Market Analyst Calls (AVR, DNA, GM, HAIN, JNPR, MTL, MOT, NYT, BTU, YUM)

247wallst — Mon, 25 Feb 2008 07:44:19 +0000

Below are the top research calls that 247WallSt.com is focusing on:

Aventine Renewable Energy (NYSE: AVR) downgraded to Sell from Hold at Soleil.
Genentech (NYSE: DNA) raised to Outperform at Rodman & Renshaw.
General Motors (NYSE: GM) downgraded to Hold at Deutsche Bank.
Hain Celestial (NASDAQ: HAIN) raised to Buy at UBS.
Juniper Networks (NASDAQ: JNPR) raised to Outperform at RBC Capital Markets.
Mechel Steel (NYSE: MTL) raised to Buy at Deutsche Bank.
Motorola (NYSE: MOT) downgraded to Perform from outperform at Oppenheimer.
New York Times (NYSE: NYT) downgraded to Sell from Hold at Deutsche Bank.
Peabody Energy (NYSE: BTU) downgraded to Neutral from Buy at UBS.
YUM! Brands (NYSE: YUM) raised to Buy at UBS.

Jon C. Ogg
February 25, 2008

Pre-Market Earnings Gappers (November 2, 2007)

247wallst — Fri, 02 Nov 2007 07:31:47 +0000

(ALY) Allis-Chalmers $0.37 EPS vs $0.36 est.
(ASVI) A.S.V. Inc. $0.13 EPS vs $0.19 est.
(BEBE) bebe stores traded up 3% despite slight revenue miss.
(CBB) Cincinnati Bell $0.09 EPS vs $0.08 est.
(CI) CIGNA $1.14 EPS vs $0.93 est.
(DUK) Duke Energy $0.48 EPS vs $0.39 est.
(ENCY) Encysive -$0.32 EPS vs -$0.31 est.
(ERTS) Electronic Arts trading up 3% after beating earnings.
(GYI) Getty Images traded up 5% after earnings.
(HAIN) Hain Celestial rose almost 5% after beating earnings expectations.
(HIMX) HIMAX trading up 7% after earnings.
(IP) International Paper $0.57 EP vs $0.57 est.
(ITRI) Itron trading down 11% after earnings.
(LVS) Las Vegas Sands trading down $16+ to $109 pre-market on net loss.
(MSO) Martha Stewart Enterprises -$0.08 EPS vs -$0.13 est.
(NI) NIsource $0.08 EPS vs $0.10 est.
(NTLS) NETELOS $0.18 EPS vs $0.14 est.
(NYX) NYSE $0.76 EPS vs. $0.73 est.
(OMG) OM Group $1.30 EPS vs $1.17 est.
(RDEN) Elizabeth Arden $0.04 EPS vs -$0.05 est.; sees Q2 $1.11-1.16 vs $1.21 est.
(SGMS) Scientific Games down 4% after earnings.
(SYNA) Synaptics traded up 10% after beating earnings expectations.
(VCLK) ValueClick trading down 0.5% after lackluster earnings.
(VIA) Viacom $0.65 vs 0.60

Cramer Organic & Naturals Trend Stock (HAIN, UNFI, WFMI)

247wallst — Wed, 24 Oct 2007 17:31:42 +0000

On tonight’s MAD MONEY, Jim Cramer wanted to discuss a stock in a great trend from microtrends. The vegan children and organic going mainstream is a huge and growing market and he likes Hain Celestial (NASDAQ:HAIN) as the play for this. This stock closed at $33.76, down 0.76% today, but shares rose over 3% to $35.00 in after-hours trading after the Cramer note. This has a $1.34 Billion market cap, and this looks like a new 52-week high.

A name that 24/7 Wall St. likes just as much or more at current prices is United Natural Foods (NASDAQ:UNFI), which is more of the casino operator analogy rather than the gambler. This has a few of its own packaging but it distributes over 40,000 products. It already got the guidance out there for 2008 which was in a combined Whole Foods (NASDAQ:WFMI) and Wild Oats environment that really hit the stock. As Kroger goes more organic and as Safeway and others are increasing organic and natural offerings this is one we like even better. The only thing we don’t like is that United Natural has a bit more exposure to transportation and materials costs comparatively and that may keep a lid on this.

Jon C. Ogg
October 24, 2007