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Top Analyst Upgrades and Downgrades (AMD, AA, AXP, APC, COF, DFS, XOM, FCX, MA, Q, SCHN, PCU, V)

Douglas A. McIntyre — Tue, 02 Feb 2010 13:35:18 +0000

These are this Tuesday’s top analyst upgrades, downgrades, and initiations seen in early all Street research calls:

Advanced Micro Devices (NYSE: AMD) Cut to Conviction Sell at Goldman Sachs.
Alcoa Inc. (NYSE: AA) Raised to Buy at UBS.
American Express (NYSE: AXP) Raised to Buy at BofA/Merrill Lynch.
Anadarko Petroleum (NYSE: APC) Raised to Buy at Lazard Capital.
Capital One Financial (NYSE: COF) Raised to Buy at BofA/Merrill Lynch.
Discover Financial (NYSE: DFS) Raised to Buy at BofA/Merrill Lynch.
ExxonMobil Corp. (NYSE: XOM) Raised to Buy at BofA/Merrill Lynch.
Freeport-McMoRan (NYSE: FCX) Raised to Buy at Citigroup.
Mastercard (NYSE: MA) Started as Outperform at Bernstein.
Qwest Communications (NYSE: Q) Raised to Overweight at Piper Jaffray; Maintained Sell but removed from Conviction Sell at Goldman Sachs.
Schnitzer Steel (NASDAQ: SCHN) Raised to Buy at UBS.
Southern Copper Corp. (NYSE: PCU) Raised to Buy at Citigroup.
Visa Inc. (NYSE: V) Started as Outperform at Bernstein.

You are invited to join our free daily email distribution list to hear about top analyst upgrades and downgrades, IPOs and secondary offerings, ongoing day trader and options trader alerts, stock and market rumors, Buffett and guru investor news, M&A and more.

JON C. OGG
FEBRUARY 2, 2010

Filed under: Analyst Calls Tagged: AA, AMD, APC, AXP, COF, DFS, FCX, MA, PCU, Q, SCHN, V, XOM

Cramer’s Going Global Theme Stock Picks for 2010 (VALE, STD, CHU, PCU, NAT, STO, BHP, BNS, JDSU)

Douglas A. McIntyre — Wed, 06 Jan 2010 23:45:33 +0000

Jim Cramer came out with his series of themes for 2010 on CNBC’s MAD MONEY this evening, and tonight’s theme was ‘Going Global.’ Despite the market being overbought and the negative news headwinds, today held up better than expected. He called the remarkable bull market strong for everything recovering from autos to chemicals to chips to healthcare. Vale S.A. (NYSE: VALE), Banco Santander S.A. (NYSE: STD), China Unicom (NYSE: CHU), and Southern Copper (NYSE: PCU) were his developing nation picks. Nordic American Tanker Shipping (NYSE: NAT), Statoil (NYSE: STO), BHP Billiton (NYSE: BHP), and Bank Of Nova Scotia (NYSE: BNS) were his developed nation picks. He even endorsed JDS Uniphase Corp. (NASDAQ: JDSU).

Tonight’s picks for “going global” were for 20% of your portfolio and meant to be a hedge for protection against Nancy Pelosi. Brief explanations are below for the developing nations picks and for the developed country picks, although with most at or close to 52-week highs Cramer noted you might want to buy some now and wait or hope for a pullback.

In developing nations, Cramer picked Brazil, China, and Peru. Brazil’s economy is very insulated, growing, and has Vale S.A. (NYSE: VALE) is his pick for mining and construction with nickel and copper reserves and has double-digit growth. Banco Santander S.A. (NYSE: STD) is the parent of the huge Santander IPO last year. China is replacing America and Cramer noted that China Unicom (NYSE: CHU) is one of the largest phone players in China and has the exclusive on the iPhone with 21% of the wireless market and a chance to grow market share. Peru has one big thing despite being on a tear and having its debt upgraded, and that is Southern Copper (NYSE: PCU) in natural resources. It is number five on the planet for copper and China can’t get enough of it.

In developed countries with pro-business policies and low taxes, Cramer wanted to look at the nations of Norway, Australia, and Canada. Norway’s economy picks is for the strong currency and for its natural resources and that it exited the recession first and tightened its lending. Nordic American Tanker Shipping (NYSE: NAT) for transport shipping and Statoil (NYSE: STO) is the pick as the sixth largest European oil player. In Australia, Cramer likes the resource-driven economy and it effectively BHP Billiton (NYSE: BHP) is into all the major natural resources that is a one-stop shop for everything coming out of the ground. In Canada, it is also resource-driven and has very strict bank regulation that allowed the Canadians to miss out on the bank crisis. His pick for Canada is a bank: The Bank Of Nova Scotia (NYSE: BNS) even though analysts are against it. On the Lightning Round he endorsed JDS Uniphase (NASDAQ: JDSU) as being back and in the right spot, and he said “I invite management to appear on the show” because he wants to get deeper on that one.

I would like to personally invite you to join our free daily email distribution list from 24/7 Wall St. to hear about ongoing day trader and options trader alerts, analyst upgrades and downgrades, stock and market rumors, Buffett and guru investor news, M&A and IPOs, and more.

Cramer’s counter-terrorism and homeland security theme picks for 2010
Cramer’s Energy shortage stock picks theme for 2010.

JON C. OGG
JANUARY 6, 2010

Posted in ADR, Analyst Calls, Banking, Banking & Finance, China, Commodities, Commodities & Metals, Cramer, Emerging Markets, Infrastructure, International Markets, Media, Metals, Oil & Gas Tagged: BHP, BNS, CHU, JDSU, NAT, PCU, STD, STO, VALE

Top 10 Analyst Upgrades and Downgrades (APD, CHTT, CTXS, FCX, PLAB, QCOM, SAP, PCU, STM, HOT)

Douglas A. McIntyre — Wed, 08 Jul 2009 11:16:25 +0000

These are the top ten pre-market analyst upgrades, downgrades, and initiations we have seen from Wall Street analysts this Wednesday morning with about two and a half hours until the market opens:

Air Products (APD) Raised to Buy at KeyBanc.
Chattem (CHTT) Cut to Hold at Jefferies.
Citrix Systems (CTXS) Cut to Perform at Oppenheimer.
Freeport-McMoRan (FCX) Raised to Buy at Citigroup.
Photronics (PLAB) Raised to Buy at UBS.
Qualcomm (QCOM) Started as Outperform at Morgan Keegan.
SAP (SAP) Raised to Buy at Jefferies.
Southern Copper (PCU) Raised to Hold at Citigroup.
STMicro (STM) Raised to Buy at BofA/Merrill.
Starwood Hotels (HOT) Cut to Underperform at Baird.

JON C. OGG
JULY 8, 2009

Posted in Analyst Calls Tagged: APD, CHTT, CTXS, FCX, HOT, PCU, PLAB, QCOM, SAP, STM

Top Pre-Market Analyst Downgrades (MDRX, AAUK, EBAY, HNZ, SOLR, ITG, NVO, SI, SCR, PCU, STP, VISN)

Douglas A. McIntyre — Wed, 14 Jan 2009 08:03:59 +0000

These are most of the general analyst calls we have seen with downgrades or negative implications this Wednesday morning in the early pre-market trading hours:

Allscripts-Misys (NASDAQ: MDRX) Cut to Neutral at UBS.
Anglo American (NASDAQ: AAUK) Cut to Hold at Citigroup.
eBay (NASDAQ: EBAY) Started as Sell at Collins Stewart.
HJ Heinz (NYSE: HNZ) Cut to Market Perform at Bernstein.
GT Solar (NASDAQ: SOLR) Started as Buy at Kaufman Brothers.
Investment Tech (NYSE: ITG) Cut to Sell at Goldman Sachs.
Novo-Nordisk (NYSE: NVO) Cut to Sell at Citigroup.
Siemens (NYSE: SI) Cut to Neutral at Merrill Lynch.
Simcere Pharmaceutical Group. (NYSE: SCR) Cut to Neutral at Goldman Sachs.
Southern Copper (NYSE: PCU) Cut to Sell at UBS.
Suntech Power (NYSE: STP) Cut to Underperform at FBR.
VisionChina Media (NASDAQ: VISN) Cut to Perform at Oppenheimer.

There were also many financial downgrades and some downgrades specific to the oil patch this morning as well. As you can see by the few upgrades noted earlier, the pace of downgrades is still greatly exceeding upgrades.

Jon C. Ogg
January 14, 2009

Posted in Analyst Calls Tagged: AAUK, EBAY, HNZ, ITG, MDRX, NVO, PCU, SCR, SI, SOLR, STP, VISN

Top Pre-Market Analyst Downgrades (AHII, NILE, FOSL, HNT, HSNI, IPCS, LPX, MCHP, PALM, PPCO, RJF, PCU)

Douglas A. McIntyre — Wed, 05 Nov 2008 07:40:28 +0000

These are some of the top pre-market analyst downgrades we are seeing this Wednesday morning with more than two hours until the market opens:

Animal Health (AHII) Cut to Neutral at Piper Jaffray.
Blue Nile (NILE) Cut to Underweight at JPMorgan.
Fossil (FOSL) Cut to Underweight at JPMorgan.
Health Net (HNT) Cut to Hold at Deutsche Bank.
HSN (HSNI) Started as Underweight at JPMorgan.
IPCS (IPCS) Cut to Hold at Jefferies.
Louisiana-Pacific (LPX) Cut to Neutral at Banc of America.
Microchip Technology (MCHP) Cut to Sell at Goldman Sachs.
Palm (PALM) Cut to Market Perform at Morgan Keegan.
Penwest Pharmaceuticals (PPCO) Cut to Neutral at Baird.
Raymond James Financial (RJF) Cut to Underperform at Wachovia.
Southern Copper (PCU) Cut to Sell at Deutsche Bank.

Jon C. Ogg
November 5, 2008

Posted in Analyst Calls Tagged: AHII, FOSL, HNT, HSNI, IPCS, LPX, MCHP, NILE, PALM, PCU, PPCO, RJF

Early Bird Analyst Downgrades (ADCT, ACL, AMMD, BGH, CNB, CNW, ERTS, FCX, NAT, OSG, PCU, STM)

Douglas A. McIntyre — Thu, 23 Oct 2008 06:30:01 +0000

These are some of the top analyst downgrades we are seeing from Wall Street firms this Thursday morning with more than two hours to the open:

ADC Telecommunications (ADCT) Cut to Underweight from Overweight at JPMorgan.
Alcon (ACL) Cut to Neutral from Overweight at JPMorgan.
American Medical Systems (AMMD) Cut to Market Weight at Thomas Weisel.
Buckeye Group Holdings LP (BGH) Cut to Neutral at Goldman Sachs.
Colonial Bancgroup Inc. (CNB) Cut to Neutral at JPMorgan.
Con-Way,Iinc (CNW) Cut to Neutral at Baird.
Electronic Arts (ERTS) Cut to Sell at S&P Equity Research.
Freeport-McMoRan (FCX) Cut to Neutral from Buy at Goldman Sachs.
Nordic American Tanker (NAT) Cut to Neutral at JPMorgan.
Overseas Shipholding (OSG) Cut to Neutral at JPMorgan.
Souhern Copper (PCU) Cut to Sell at Goldman Sachs.
STMicroelectronics (STM) Cut to Hold at S&P Equity Research.

Jon C. Ogg
October 23, 2008

Posted in Analyst Calls Tagged: ACL, ADCT, AMMD, BGH, CNB, CNW, ERTS, FCX, NAT, OSG, PCU, STM

Early Bird Analyst Downgrades (BBT, CB, TRAK, FFIV, HTZ, JNPR, NYB, NYX, SVVS, PCU)

Douglas A. McIntyre — Wed, 24 Sep 2008 06:21:27 +0000

These are some of the analyst downgrades and negative calls coming from Wall Street this Wednesday morning:

BB&T (BBT) Cut to Underperform at FBR.
Chubb (CB) Cut to Underweight at JPMorgan.
DealerTrack (TRAK) Cut To Hold at Deutsche Bank.
F5 Networks (FFIV) Cut to Underperform at Merrill Lynch.
Hertz (HTZ) Cut to Neutral at Goldman Sachs.
Juniper Networks (JNPR) Cut to Underperform at Merrill Lynch.
New York Community Bancorp (NYB) Cut to Underperform at FBR.
NYSE Euronext (NYX) Cut to Neutral at Goldman Sachs.
SAVVIS (SVVS) Cut to Hold at Jefferies.
Southern Copper (PCU) Cut to Underperform at Merrill Lynch.

Jon C. Ogg
September 24, 2008

Posted in Analyst Calls Tagged: BBT, CB, FFIV, HTZ, JNPR, NYB, NYX, PCU, SVVS, TRAK

Top 10 Pre-Market Analyst Calls (AG, HBC, CNH, MEOH, OMTR, PLD, RYAAY, SLM, PCU, VE)

Douglas A. McIntyre — Tue, 06 May 2008 06:53:22 +0000

These are the top 10 analyst calls that we are focusing on this Tuesday morning:

AGCO Corp. (NYSE: AG) raised to Overweight at Goldman Sachs.
HSBC Holdings (NYSE: HBC) cut to Neutral at UBS
CNH Global NV (NYSE: CNH) cut to Neutral at Goldman Sachs.
Methanex (NASDAQ: MEOH) raised to Buy at UBS.
Omniture (NASDAQ: OMTR) raised to Buy at Piper Jaffray.
ProLogis (NYSE: PLD) cut to Outperform from Top Pick at RBC Capital Markets.
Ryanair (NASDAQ: RYAAY) cut to Sell from Hold at Deutsche Bank.
SLM Corp (NYSE: SLM) raised to Overweight at Lehman Brothers.
Southern Copper (NYSE: PCU) cut to Neutral at HSBC Securities.
Veolia Environnement (NYSE: VE) Cut To Neutral By JPMorgan.

Jon C, Ogg
May 6, 2008

Top 10 Pre-Market Analyst Calls (ATHN, BBBY, CNQ, CCU, COCO, EL, ESI, CRM, PCU, URBN)

Douglas A. McIntyre — Wed, 09 Apr 2008 06:59:29 +0000

Below are the top analyst calls we are focusing on this Wednesday morning in pre-market trading:

AthenaHealth (NASDAQ: ATHN) started as Outperform at JMP Securities.
Bed Bath & Beyond (NASDAQ: BBBY) cut to Sell at Piper Jaffray.
Canadian Natural Resources (NYSE: CNQ) raised to overweight at Lehman Brothers.
Clear Channel (NYSE: CCU) cut to Hold at Stanford Research.
Corinthian Colleges (NASDAQ: COCO) cut to Neutral at Piper Jaffray
Estee Lauder (NYSE: EL) cut to Sell at Piper Jaffray.
ITT Educational (NYSE: ESI) cut to Neutral at Piper Jaffray.
Salesforce.com (NYSE: CRM) cut to Market Perform at Bernstein.
Southern Copper (NYSE: PCU) started as Sell at Citigroup.
Urban Outfitters (NASDAQ: URBN) cut to Neutral at Piper Jaffray.

Jon C. Ogg
April 9, 2008

Jon Ogg produces the Special Situation Investing Newsletter. He can be reached at jonogg@247wallst.com and he does not own securities in the companies he covers.

Top 10 Pre-Market Analyst Calls (BA, OMTR, PAS, RRGB, CRM, PCU, TSM, TEVA, WLP, WX)

Douglas A. McIntyre — Fri, 14 Mar 2008 07:09:13 +0000

Below are the top 10 analyst calls we are focusing on this morning:

Boeing (NYSE: BA) raised to Overweight at Morgan Stanley.
Omniture (NASDAQ: OMTR) raised to Buy at Jefferies.
PepsiAmericas (NYSE: PAS) raised to Buy at Deutsche Bank.
Red Robin Gourmet (NASDAQ: RRGB) raised to Overweight at JP Morgan; started as Buy at Jefferies.
Salesforce.com (NYSE: CRM) Started At Buy at Broadpoint.
Southern Copper (NYSE: PCU) started as Underweight at JP Morgan.
Taiwan Semiconductor (NYSE: TSM) raised to overweight at Lehman Brothers.
Teva Pharmaceuticals (NASDAQ: TEVA) cu to Hold at Citigroup.
WellPoint (NYSE: WLP) downgraded to Neutral at Banc Of America.
WuXi PharmaTech (NYSE: WX) raised to Buy at Jefferies.

Jon C. Ogg
March 14, 2008