Amazon.com Inc. (NASDAQ: AMZN) Started as Neutral at Collins Stewart.
Baidu, Inc. (NASDAQ: BIDU) Started as Buy at Collins Stewart.
BHP Billiton (NYSE: BHP) Raised to Outperform as Bull of the Day at Zacks.
Cablevision Systems Corporation (NYSE: CVC) Cut to Sell at S&P Equity Research (late Tuesday call).
Google Inc. (NASDAQ: GOOG) Started as Buy at Collins Stewart.
Halliburton Co. (NYSE: HAL) Reiterated Buy and Raised Target to $63 at Argus.
Intuit Inc. (NASDAQ: INTU) Cut to Equal-Weight at Morgan Stanley.
Netflix, Inc. (NASDAQ: NFLX) Cut to Neutral at Merriman Capital.
OpenTable, Inc. (NASDAQ: OPEN) Started as Buy at Collins Stewart.
Qiagen NV (NASDAQ: QGEN) Started as Buy at BofA/ML.
Radvision Ltd. (NASDAQ: RVSN) Cut to Market Perform at Morgan Keegan (late Tuesday call).
Sears Holding Corp. (NASDAQ: SHLD) Maintained Underperform as Bear of the Day at Zacks.
Solazyme, Inc. (NASDAQ: SZYM) Started as Buy at Goldman Sachs; Started as Overweight at Morgan Stanley.
Tesoro Corporation (NYSE: TSO) Raised to Overweight at Barclays.
Walter Investment Management Corp. (NYSE: WAC) Started as Neutral at Credit Suisse.

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JON C. OGG

AgFeed Industries, Inc. (NASDAQ: FEED) is down 10% this morning after its earnings showed “an extremely difficult operating environment as a result of a series of severe floods throughout its area of operations.”  Shares are down 10.8% at $2.46 on over 65,000 shares.

Ambac Financial Group, Inc. (NYSE: ABK) is getting crushed after earnings because it disclosed that it is working on a bankruptcy filing as a contingency.  Shares are down 23% at $0.69 on over 1.5 million shares.

Capital Product Partners L.P. (NASDAQ: CPLP) is trading lower on a secondary offering as it plans to offer 5.5 million units to acquire MR Tanker M/T Assos for $43.5 million in proceeds.  Shares are down 7% at $8.48 on about 25,000 units.

Fossil, Inc. (NASDAQ: FOSL) is rising on stronger than expected second quarter earnings and a raised 2010 outlook.  Shares are up 7.5% at $45.65 on almost 40,000 shares.

Grand Canyon Education, Inc. (NASDAQ: LOPE) beat earnings estimates, but its guidance was short of estimates.  Can that be a shock considering the attack on for-profi education?  Apparently it is an excuse to sell the stock all over again.  Shares are down over 8% at $18.50 on thin volume.  The 52-week trading range is $15.87 to $28.46.

JA Solar Holdings Co., Ltd. (NASDAQ: JASO) is getting roasted in the sun a bit after posting a profit and raising its sales views.  Shares are down 3.3% at $6.35 on about 200,000 shares.  The 52-week range is $3.22 to $6.95.

MBIA Inc. (NYSE: MBI) is trading up after it reported a profit in the quarter.  Shares were up over 7% at $9.90 on over 400,000 shares.

Netflix, Inc. (NASDAQ: NFLX) is trading lower after signing a deal with EPIX where Netflix members can “instantly watch an array of new releases and library titles from EPIX streamed over the Internet from Netflix.”  Shares are down 1.8% at $114.80 on over 30,000 shares.

Nuance Communications, Inc. (NASDAQ: NUAN) had soft earnings and guided in-line for the quarter ahead.  It is an earnings nuance… Shares of the speech recognition software leader are down 9.4% at $15.74 on over 200,000 shares.

Penwest Pharmaceuticals Co. (NASDAQ: PPCO) is trading up only marginally after its Endo Pharmaceuticals buyout news.  Shares are up almost 5% at $4.96 on the deal that gives the company almost no premium.  The 52-week trading range was $1.80 to $4.89.

Qiagen NV (NASDAQ: QGEN) beat earnings but said it is eyeing large acquisitions.  The ADRs are down 3.7% at $18.82 on 139,000 shares and the 52-week trading range is $18.06 to $24.00.

QuinStreet, Inc. (NASDAQ: QNST) is a recent IPO and it is surging after earnings.  Shares are up 14.5% at $11.46 on only about 5,000 shares.  Its post-IPO trading range is $9.91 to $18.25.

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

ASML (ASML) Cut to Neutral at B of A Merrill Lynch.
GSI Commerce (GSIC) Cut to Hold at Jefferies.
Level 3 Communications (LVLT) Cut to Underweight at JPMorgan.
NYSE Euronext (NYX) Cut to Hold at Citigroup.
Pacer International (PACR) Cut to Underperform at Baird.
Petrobras (PBR) Cut to Hold at Citigroup.
Portugal Telecom (PT) Cut to Underweight at Morgan Stanley.
Qiagen (QGEN) Cut to Neutral at Credit Suisse.
SAP (SAP) Cut to Underperform at FBR.
Textainer (TGH) Cut to Market Perform at Wachovia.

JON OGG

February 12, 2009

• National Grid (NYSE: NGG) Raised to Overweight at HSBC.
• Qiagen (NASDAQ: QGEN) Started as Overweight at HSBC.
• Regal Entertainment (NYSE: RGC) Started as Buy at Merriman Curhan Ford.
• Williams-Sonoma (NYSE: WSM) Raised to Buy at Merrill lynch.
• Global Payments (NYSE: GPN) Cut to Neutral at Baird.
• Gold Fields (NYSE: GFI) Cut to Neutral from Buy at UBS.
• Quest Software (NASDAQ: QSFT) Cut to Neutral at Goldman Sachs.
• Tessera Technologies (NASDAQ: TSRA) Cut to Neutral at Piper Jaffray.

Jon C. Ogg
December 2, 2008