Posts for Ticker ‘LLL’

Top 10 Analyst Upgrades and Downgrades (ADBE, BRCM, EBAY, GS, LLL, MS, MWW, MOS, RAX, WFC)

These are this Thursday morning’s top 10 Wall Street research calls we have seen in the land of upgrades, downgrades, and initiations:

Adobe Systems (NASDAQ: ADBE) Raised to Outperform at RW Baird.
Broadcom (NASDAQ: BRCM) Cut to Neutral at RW Baird.
eBay (NASDAQ: EBAY) Raised to Buy at Kaufman Bros.
Goldman Sachs (NYSE: GS) Started as Buy at Deutsche Bank.
L-3 Communications (NYSE: LLL) Cut to Conviction Sell List from Neutral at Goldman Sachs.
Morgan Stanley (NYSE: MS) Started as Buy at Deutsche Bank.
Monster Worldwide (NYSE: MWW) Raised to Overweight at JPMorgan.
Mosaic (NYSE: MOS) Started as Outperform at RBC.
Rackspace (NYSE: RAX) Raised to Buy at Goldman Sachs.
Wells Fargo (NYSE: WFC) Started as Sell at UBS.

This top ten includes only some of the top financial sector analyst calls we saw this morning, where many “SELL” ratings were handed out.  You can join our open email distribution list to get updates each morning on analyst upgrades and downgrades, top day trader alerts, IPO’s and secondary offerings, Warren Buffett and other guru activity, M&A and more.

Jon C. Ogg
October 8, 2009

Posted on: October 8, 2009 – 7:53 am in Analyst Calls, Technology Companies, , , , , , , , , ,

Top Analyst Upgrades (BK, NILE, LLL, NTRS, PRU, VMW, YHOO)

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

Bank of New York Mellon (BK) Raised to Buy at BofA/Merrill.
Blue Nile (NILE) Raised to Buy at Citigroup.
L-3 Communications (LLL) Raised to Overweight at JP Morgan.
Northern Trust (NTRS) Raised to Buy at BofA/Merrill.
Prudential (PRU) Raised to Overweight at JP Morgan.
VMware (VMW) Raised to Hold at Jefferies.
Yahoo! (YHOO) Started as Buy at Canaccord.

JON C. OGG

Posted on: July 14, 2009 – 6:32 am in Analyst Calls, , , , , , ,

Top Analyst Upgrade/Positive Calls (AACC, CYN, LLL, LTC, NTRS, PAR, TRMK, UHS)

Money_stack_picThese are some of the top analyst upgrades and positive calls we are seeing from Wall Street early this Thursday morning with more than two hours to the open:

  • Asset Acceptance Capital (NASDAQ: AACC) Raised to Market Perform at KBW.
  • City National (NYSE: CYN) Raised to Outperform at KBW.
  • L-3 Communications (NYSE: LLL) Started as Outperform at Morgan Keegan.
  • LTC Properties (NYSE: LTC) Started as Buy at KeyBanc.
  • Northern Trust (NASDAQ: NTRS) Raised to Outperform at KBW.
  • 3PAR (NYSE: PAR) Started as Outperform at Morgan Keegan.
  • Terremark Worldwide (NASDAQ: TRMK) Started as Buy at Stanford.
  • Universal Health (NYSE: UHS) Started as Overweight at JPMorgan.

Jon C. Ogg
December 18, 2008

Posted on: December 18, 2008 – 7:24 am in Analyst Calls, , , , , , , ,

Top 10 Pre-Market Analyst Calls (AET, AA, ACI, JEC, GEOY, LLL, NUE, NVDA, BTU, UNH)

These are ten of the individual analyst calls seen out there this Thursday morning ahead of a 3-day weekend:

  • Aetna (NYSE: AET) cut to Sell at Goldman Sachs.
  • Alcoa (NYSE: AA) Raised from Sell to Hold at Soleil.
  • Arch Coal (NYSE: ACI) Raised to Buy from Hold at Citigroup.
  • Jacobs (NYSE: JEC) raised to Buy from Hold at Morgan Joseph.
  • GeoEye (NASDAQ: GEOY) started as Buy at Soeil.
  • L3 Communications (NYSE: LLL) Raised to Outperform from Neutral at Cowen.
  • Nucor Corp. (NYSE: NUE) Raised to Sector Perform from Sector Underperform at CIBC.
  • NVIDIA (NASDAQ: NVDA) Cut to Neutral from Overweight at JPMorgan.
  • Peabody (NYSE: BTU) Raised to Buy from Hold at Citi.
  • UnitedHealth (NYSE: UNH) cut to Neutral at UBS.

We also saw RBC raise the Communication Towers Sector.

Jon C. Ogg
July 3, 2008

Posted on: July 3, 2008 – 7:16 am in Analyst Calls, , , , , , , , , ,

War & Defense Earnings Galore (LMT, BA, GD, LLL, RTN, COL, CRDN)

This week is going to be the key earnings reporting week for companies tied to aerospace and defense sector stocks.  If there is one area that everyone is expecting to hold up, it is this one.  The recessionary climate has only just started and this one is supposed to be immune in the current environment.  Keep in mind that some of these companies have diversified away from being a pure war and defense sector, but these are still defense companies. 

On Tuesday we’ll get to see earnings out of Lockheed Martin Corporation (NYSE: LMT), and on Wednesday we’ll see results from Boeing Co. (NYSE: BA) and General Dynamics Corp. (NYSE: GD). Then on Thursday, we’ll see results from L-3 Communications Holdings Inc. (NYSE: LLL), Raytheon Co. (NYSE: RTN), and also from Rockwell Collins Inc. (NYSE: COL).  Ceradyne Inc. (NASDAQ: CRDN) is on the docket for Friday. 

The full previews can be seen as follows:

Read More »

Posted on: April 21, 2008 – 12:56 pm in Defense, Earnings, , , , , , ,

Goldman Sachs Buy Rating Changes (LYV, PCP, LLL)

Live Nation (NYSE: LYV) was added to Goldman Sachs BUY list this morning and at a $10.46 close it sees some 45% upside.  Goldman Sachs also noted that it sees the third and final transition year leading into a significant equity appreciation potential for 2009 to 2010.

Precision Castparts Corp. (NYSE: PCP) was added to the America’s CONVICTION BUY LIST with some 44% upside to its $158 target.  Goldman notes that shares are oversold at -20% year to date.

L-3 Communications (NYSE: LLL) has been removed from the America’s CONVICTION BUY LIST as valuations are now appropriate and leaving only 13% upside to its price target.

Jon C. Ogg
February 12, 2008

Posted on: February 12, 2008 – 8:15 am in Analyst Calls, , ,

Cramer’s War & Defense Stock Pick (LMT, GD, LLL, NOC, LMT)

On tonight’s MAD MONEY on CNBC, Jim Cramer was visiting the USC Campus in Los Angeles and he said Northrup Grumman (NYSE:NOC) is a defense stock that is a growth stock that was sold off without the right reasons.  The analysts are almost all HOLD rated on this even though they like the sector.  13% growth and a 14 P/E ratio is better than good for Cramer.  Cramer likes all the other defense stocks, but he thinks Northrup is so darn cheap that it has to go higher.  This also traded higher today, along with Raytheon (NYSE:RTN).  He thinks it has been trading like a homebuilder or a lender.  He thinks it is very undervalued with the potential for accelerated growth.

Cramer did say he likes L-3 (NYSE:LLL), General Dynamics (NYSE:GD), Lockheed Martin (NYSE:LMT) and other defense sectors.  But "NOC" is his pick and he said "it’s so cheap, it has to go higher."

Jon C. Ogg
September 7, 2007

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

Posted on: September 7, 2007 – 5:15 pm in Defense, , , , ,

Pre-Market Earnings Gappers (July 26, 2007)

(AAPL) Apple traded down initially, but shares are up 7% pre-market after earnings and maintaining 2008 iPhone sales.
(AKAM) Akamai Tech $0.30 EPS vs $0.30 estimate; shares down over 10% pre-market on guidance being in-line and after broker downgrades.
(AN) Auto Nation $0.38 EPS vs $0.42 estimate.
(APA) Apache $1.89 EPS before items vs $1.90.
(ARTG) Art Tech $0.00 EPS vs $0.01 estimate.
(BC) Brunswick $0.65 EPS vs $0.64 estimate.
(BDK) Black & Decker $1.75 EPS versus $1.73 estimate.
(BIDU) Baidu.com posted over 100% growth in earnings and revenues; $0.54 EPS equivalent versus $0.43 estimate; trading up 17% pre-market.
(BZH) Beazer Homes -$0.06 EPS versus -$0.46 estimate, although estimates are all over the place.
(CMCSA) Comcast $0.19 EPS & $7.71 Billion revenues versus $0.19/$7.71B estimates; shares trading down 3% pre-market.
(CMI) Cummins $2.13 EPS versus $1.58 estimate.
(CNX) Consolidated Energy $0.83 EPS vs $0.60 estimate; unsure if comparable.
(COL) Rockwell Collins $0.86 EPS vs $0.83 estimate.
(F) Ford $0.13 EPS versus -$0.36 estimate; unsure if comparable; shares trading up 2% pre-market.
(GT) Goodyear Tire $0.35 EPS vs $0.37 estimate.
(ICE) IntercontinentalExchange $0.85 EPS versus $0.76 estimate.
(IKN) IKON Office $0.23 EPS vs. $0.23 estimate; sees next quarter $0.22 EPS vs $0.23 estimate.
(KEI) Keithly -$0.03 EPS vs -$0.01 estimate.
(KLIC) Kulicke & Soffa $0.08 EPS versus $0.08 estimate; shares down 1% pre-market.
(LLL) L-3 Communications $1.49 EPS versus $1.43 estimates.
(MMM) 3M $1.25 EPS vs $1.18 estimate.
(ODFL) Old Dominion Freight Line $0.57 EPS versus $0.55 estimate.
(PCCC) PC Connection $0.21 EPS versus $0.19 estimate.
(PMTI) Palomar Meed $0.43 EPS vs $0.29 estimates.
(QCOM) Qualcomm $0.55 EPS vs $0.51 estimate; fiscal guidance raised to $1.95 to $1.97 versus prior $1.84 to $1.88 range; shares up 1.5% pre-market.
(QLTI) QLT Inc. $0.08 EPS vs $0.07 estimate.
(RAIL) Freightcar America $0.93 EPS vs $0.92 estimate.
(RCL) Royal Caribbean $0.60 EPS vs $0.60 estimate.
(RTN) Raytheon $0.79 EPS versus $0.68 estimate; unsure if comparable.
(TEN) Tenneco $0.87 EPS vs $0.77 estimate.
(UST) UST Inc. $0.90 EPS vs $0.85 estimate.
(UTEK) Ultratech $0.04 EPS vs -$0.04 estimate.
(WEN) Wendy’s $0.33 EPS vs $0.33 estimate.
(XOM) Exxon Mobil $1.83 EPS vs $1.96 estimate; trading down 2% pre-market.
(XMSR) XM Satellite Radio -$0.45 EPS and $277M revenues versus estimates of -$0.44/$274.75M; added about 338,000 net subscribers; shares down 1.75%.

Jon C. Ogg
July 26, 2007

Posted on: July 26, 2007 – 7:58 am in Earnings, Pre-Market Activity, , , , , , , , , , , , , , , , , , , , , , ,