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Top Tech Picks for 2012 (ADI, IDTI, AAPL, QCOM, SWIR, TRMB, ROVI, CRM, NUAN, GOOG, Z, VELT, KITD)

Administrator — Fri, 16 Dec 2011 15:28:59 +0000

Canaccord Genuity has joined in with many of the brokerage firms issuing top picks and trends to watch in 2012 from its analysts. The latest is the firm’s “Top Technology Picks for 2012″ which we received. We have shown some of their commentary on each segment below, but the following are some of the top tech picks from the firm: Analog Devices Inc. (NYSE: ADI); Integrated Device Technology, Inc. (NASDAQ: IDTI); Apple Inc. (NASDAQ: AAPL); QUALCOMM Inc. (NASDAQ: QCOM); Sierra Wireless, Inc. (NASDAQ: SWIR); Trimble Navigation Limited (NASDAQ: TRMB); Rovi Corporation (NASDAQ: ROVI); Salesforce.com (NYSE: CRM); Nuance Communications, Inc. (NASDAQ: NUAN); Google Inc. (NASDAQ: GOOG); and Zillow, Inc. (NASDAQ: Z).

2012 Picks in Semiconductors from analyst Bobby Burleson:

Analog Devices Inc. (NYSE: ADI) reiterated Buy with $38 price target; Integrated Device Technology, Inc. (NASDAQ: IDTI) reiterated Buy with $7.00 price target.

“While we remain concerned about near-term softness in PCs and communications and acknowledge the potential for another number cut, we believe the worst cuts are behind us. Heading into 2012, we like names with broad-end market exposure and low PC exposure like Analog Devices and Integrated Device Technology.”

2012 Picks in Communications Technology from analyst T. Michael Walkley:

Apple Inc. (NASDAQ: AAPL) reiterated Buy with $560 price target; QUALCOMM Inc. (NASDAQ: QCOM) maintained Buy with $74.00 price target; and Sierra Wireless, Inc. (NASDAQ: SWIR) with a $9.00 price target.

“While we anticipate global handset units will increase by 7% YoY in 2012 to 1.72B units, we anticipate much faster growth trends for the smartphone market. In fact, we are modeling 481M smartphone units in 2011 ramping to 650M units in 2012, or 35% YoY growth.”

2012 Picks in New Media & Location Technology from analyst Jeff Rath:

Trimble Navigation Limited (NASDAQ: TRMB); Velti PLC (NASDAQ: VELT); KIT Digital, Inc. (NASDAQ: KITD); and Rovi Corporation (NASDAQ: ROVI).

“We fully expect the US Pay-TV service provider eco-system to undergo an accelerating change as cable providers roll out more robust OTT/Hybrid video offerings in response to growing competitive pressures, and in an attempt to stem ongoing losses of its core video subscribers.”

2012 Picks in Enterprise Software from analyst Richard Davis:

Salesforce.com (NYSE: CRM) and Nuance Communications, Inc. (NASDAQ: NUAN).

“Software companies – at least firms with next generation architectures – are in great shape. Cloud software accounts for less than 10% of installed code. Barring horrific economic headwinds, the “revolutionaries” on which we focus our coverage are very likely to gain market share at the expense of legacy competitors”

2012 Picks in Internet from analyst Michael Graham:

Google Inc. (NASDAQ: GOOG) reiterated Buy with $725 price target and Zillow, Inc. (NASDAQ: Z) listed as n attractive acquisition target and the firm has an organic (non-M&A) price target of $32.00 for the stock.

“We believe the underlying drivers will be growth in online advertising, eCommerce, mobile commerce, and social networking adoption.”

These are the picks we have been sent by Canaccord Genuity’s research relations. The firm has many other picks in technology which did not make the 2012 list.

JON C. OGG

Filed under: Analyst Calls, Consumer Electronics, Internet, Media, Semiconductor, Technology Companies Tagged: AAPL, ADI, CRM, GOOG, IDTI, KITD, NUAN, QCOM, ROVI, SWIR, TRMB, VELT, Z

Top Analyst Upgrades & Downgrades (NLY, BSX, CECO, CLX, CNH, DNDN, FCX, HXL, HSP, MDT, COL, SWIR, STJ, SLF, TEVA, TDW, WYN)

Administrator — Thu, 03 Nov 2011 12:34:47 +0000

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

Annaly Capital Management, Inc. (NYSE: NLY) Raised to Outperform at Wells Fargo.
Boston Scientific Corp. (NYSE: BSX) Started as Outperform at Credit Suisse.
Career Education Corp. (NASDAQ: CECO) Cut to Underperform at BofA/ML.
Clorox Corp. (NYSE: CLX) Cut to Underperform at BofA/ML.
CNH Global N.V. (NYSE: CNH) named as Value stock of the day at Zacks.
Dendreon Corporation (NASDAQ: DNDN) Cut to Neutral at Goldman Sachs.
Freeport-McMoRan Copper & Gold Inc. (NYSE: FCX) Started as Overweight at Barclays.
Hexcel Corporation (NYSE: HXL) Cut to Neutral at BofA/ML.
Hospira Inc. (NYSE: HSP) cut to Underperform ar Bear of the Day at Zacks.
Medtronic Inc. (NYSE: MDT) Started as Outperform at Credit Suisse.
Rockwell Collins Inc. (NYSE: COL) Cut to Underperform at BofA/ML.
Sierra Wireless Inc. (NASDAQ: SWIR) downgraded at Raymond James and Morgan Keegan.
St. Jude Medical (NYSE: STJ) Started as Neutral at Credit Suisse.
Sun Life Financial Inc. (NYSE: SLF) Cut to Underperform at Credit Suisse.
Teva Pharmaceutical Industries Limited (NASDAQ: TEVA) Raised to Overweight at Morgan Stanley.
Tidewater Inc. (NYSE: TDW) Cut to Hold at Argus.
Wyndam Worldwide (NYSE: WYN) named Bull of the Day at Zacks.

JON C. OGG

Filed under: Analyst Calls Tagged: BSX, CECO, CLX, CNH, COL, DNDN, FCX, HSP, HXL, MDT, NLY, SLF, STJ, SWIR, TDW, TEVA, WYN

Top Active Trader Alert Stocks (ATML, MOTR, PLAB, TTWO, SMSI, SWIR)

247wallst — Wed, 09 Feb 2011 14:02:22 +0000

Active traders and day traders have many stocks to choose from this Wednesday morning. We are tracking news and moves in shares of Atmel Corporation (NASDAQ: ATML), Motricity, Inc. (NASDAQ: MOTR), Photronics, Inc. (NASDAQ: PLAB), Take-Two Interactive Software (NASDAQ: TTWO), Smith Micro (NASDAQ: SMSI), and Sienna Wireless (NASDAQ: SWIR).

Atmel Corporation (NASDAQ: ATML) is up 6.5% on moderate trading to %15.60, approaching the top of its 52-week range of $4.29-$15.13.

Motricity, Inc. (NASDAQ: MOTR) is down 19% to $17.99 on heavy volume, relative to a 52-week range of $6.55-$31.95. RBC Capital recently downgraded the wireless company from outperform to underperform.

Photronics, Inc. (NASDAQ: PLAB) is down 14.5% on light volume to $7.70, relative to a 52-week range of $3.60-$7.25. The semiconductor components improved Q1 guidance after hours.

Take-Two Interactive Software (NASDAQ: TTWO) is up 6.5% on moderate volume to $15.49, relative to a 52-week range of $7.98-$14.54. The game company posted improved fourth quarter guidance.

Smith Micro (NASDAQ: SMSI) is 34% premarket to $8.70, relative to a 52-week range of $7.50-$17.03. The software company reported Q1 guidance well below expectations.

Sienna Wireless (NASDAQ: SWIR) is down 25% to $11.50, relative to a 52-week range of $6.54-$16.50. Shares of SWIR were cut to underweight at JP Morgan.

Filed under: Pre-Market Activity, Trading Alert Tagged: ATML, MOTR, PLAB, SMSI, SWIR, TTWO

Top Analyst Upgrades & Downgrades (AAPL, BBVA, STD, CAP, CNW, DYN, INTU, KEY, LEAP, ODFL, PLXS, SWIR, SBUX, SNPS, TTWO, YUM)

Administrator — Wed, 09 Feb 2011 13:21:40 +0000

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

Apple Inc. (NASDAQ: AAPL) Raised to Outperform as the Bull of the Day at Zacks Investment Research.
Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA) Cut to Hold at Deutsche Bank.
Banco Santander, S.A. (NYSE: STD) Cut to Hold at Deutsche Bank.
CAI International Inc. (NYSE: CAP) Started as Outperform with $24 target at Credit Suisse.
Con-way Inc. (NYSE: CNW) Raised to Outperform and $39 target at Credit Suisse.
Dynegy Inc. (NYSE: DYN) Cut to Neutral at JPMorgan.
Intuit Inc. (NASDAQ: INTU) Started as Buy at Citigroup.
KeyCorp (NYSE: KEY) Cut to Hold at S&P Equity Research (late-Tuesday call).
Leap Wireless International, Inc. (NASDAQ: LEAP) Cut to Market Perform at Bernstein.
Old Dominion Freight Line Inc. (NASDAQ: ODFL) Raised to Neutral and $32 target at Credit Suisse.
Plexus Corporation (NASDAQ: PLXS) Cut to Underperform and named the Bear of the Day at Zacks Investment Research.
Sierra Wireless Inc. (NASDAQ: SWIR) Cut to Underweight at JPMorgan.
Starbucks Corporation (NASDAQ: SBUX) Started as Outperform with $40 target at Williams Capital.
Synopsys Inc. (NASDAQ: SNPS) Reinstated as Buy at BofA/ML.
Take-Two Interactive (NASDAQ: TTWO) Raised to Buy at BofA/ML.
YUM! Brands Inc. (NYSE: YUM) Reiterated Buy with $58 target at Argus.

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: AAPL, BBVA, CAP, CNW, DYN, INTU, KEY, LEAP, ODFL, PLXS, SBUX, SNPS, STD, SWIR, TTWO, YUM

Top Analyst Upgrades and Downgrades (BUD, AAPL, CELL, ENER, HD, HCBK, MSFT, MOT, NVTL, PRI, RIMM, SWIR, WAG)

Administrator — Tue, 05 Oct 2010 12:05:19 +0000

These are some of this Tuesday’s top analyst upgrades, downgrades, and initiations seen in Wall Street research notes:

Anheuser-Busch InBev (NYSE: BUD) Raised to Buy at Stifel Nicolaus.
Apple Inc. (NASDAQ: AAPL) Started as Buy at Jefferies.
Brightpoint Inc. (NASDAQ: CELL) Started as Buy at Jefferies.
Energy Conversion Devices, Inc. (NASDAQ: ENER) Started as Sell at Hapoalim.
The Home Depot, Inc. (NYSE: HD) Cut to Neutral at Goldman Sachs.
Hudson City Bancorp (NASDAQ: HCBK) Cut to Neutral at Susquehanna.
Microsoft Corporation (NASDAQ: MSFT) Cut to Neutral at Janney.
Motorola Inc. (NYSE: MOT) Started as Hold at Jefferies.
Novatel Wireless Inc. (NASDAQ: NVTL) Started as Hold at Jefferies.
Primerica, Inc. (NYSE: PRI) Raised to Market Perform at Wells Fargo.
Research In Motion Ltd. (NASDAQ: RIMM) Started as Hold at Jefferies.
Sierra Wireless Inc. (NASDAQ: SWIR) Started as Buy at Jefferies.
Walgreen Co. (NYSE: WAG) Raised to Buy at Jefferies.

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

Filed under: Analyst Calls Tagged: AAPL, BUD, CELL, ENER, HCBK, HD, MOT, MSFT, NVTL, PRI, RIMM, SWIR, WAG

Top 10 Analyst Upgrades and Downgrades (ERTS, GME, LAMR, MON, NBG, SWIR, SNWL, TWX, VZ, WBSN)

247wallst — Tue, 09 Feb 2010 13:27:51 +0000

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

Electronic Arts (NASDAQ: ERTS) Cut to Hold at Needham.
GameStop Corp. (NYSE: GME) Cut to Neutral at Credit Suisse.
Lamar Advertising (NASDAQ: LAMR) Raised to Outperform at Wells Fargo.
Monsanto Co. (NYSE: MON) Raised to Buy at BofA/Merrill Lynch.
National Bank of Greece (NYSE: NBG) Cut to Sell at Goldman Sachs… a little too late.
Sierra Wireless (NASDAQ: SWIR) Raised to Outperform at RBC.
Sonicwall Inc. (NASDAQ: SNWL) Raised to Overweight at JPMorgan.
Time Warner Inc. (NYSE: TWX) Started as Hold at Needham.
Verizon Communications (NYSE: VZ) Raised to Market Perform at Bernstein.
Websense, Inc. (NASDAQ: WBSN) Cut to Neutral at JPMorgan.

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 9, 2010

Filed under: Analyst Calls Tagged: ERTS, GME, LAMR, MON, NBG, SNWL, SWIR, TWX, VZ, WBSN

Top Analyst Upgrades and Downgrades (AOL, DT, DOW, ECA, FNSR, PM, SWIR, TEN, MMM, WY, ZBRA)

247wallst — Wed, 06 Jan 2010 13:04:37 +0000

These are this Wednesday’s top analyst upgrades, downgrades, and initiations seen from Wall Street research calls:

AOL Inc. (NYSE: AOL) Started as Neutral at JPMorgan.
Deutsche Telekom (NYSE: DT) Started as Underweight at Morgan Stanley; Cut to Sell at UBS.
Dow Chemical (NYSE: DOW) Raised to Overweight at Barclays.
EnCana (NYSE: ECA) Cut to Market Perform at Raymond James.
Finisar Corp. (NASDAQ: FNSR) Raised to Overweight at Thomas Weisel.
Philip Morris International, Inc. (NYSE: PM) Cut to Reduce at Nomura.
Sierra Wireless (NASDAQ: SWIR) Raised to Outperform at Raymond James.
Tenneco Inc. (NYSE: TEN) Raised to Outperform at Wells Fargo.
3M Co. (NYSE: MMM) Raised to Conviction Buy List at Goldman Sachs.
Weyerhaeuser Co. (NYSE: WY) Cut to Neutral at Goldman Sachs.
Zebra Technologies (NASDAQ: ZBRA) Cut to Neutral at Baird.

You are invited to join our free daily email distribution list 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.

JON C. OGG

Posted in Analyst Calls Tagged: AOL, DOW, DT, ECA, FNSR, MMM, PM, SWIR, TEN, WY, ZBRA

Top Day Trader Alerts (GNW, CIT, VVUS, NVTL, SWIR, HGSI)

247wallst — Fri, 30 Oct 2009 13:11:25 +0000

We are only featuring a few key day trader and active trader stocks early this morning. We have links through to more data and analysis with links on each stock over at VSInvestor.com:

Genworth Financial Inc. (NYSE: GNW) is soaring on an unexpected earnings and on a huge discount to book value.

CIT Group Inc. (NYSE: CIT) is challenging some key lows from earlier this month and from August on amended loan terms. Actually, things are now getting much worse with a 9:20 update about potential bankruptcy filing.

VIVUS, Inc. (NASDAQ: VVUS) is trading up 8% on additional Qnexa obesity drug data.

Novatel Wireless, Inc. (NASDAQ: NVTL) did not at all match the gains reported by Sierra Wireless (NASDAQ: SWIR). Shares are down 20%.

Human Genome Sciences, Inc. (NASDAQ: HGSI) is going to be one to watch ahead of next week’s new clinical data. We saw huge volume in stock options yesterday on this one and would expect more of the same today.

You can join our open email distribution list to get updates on top analyst upgrades and downgrades, top day trader alerts, IPO’s, secondary offerings, Warren Buffett and other guru activity, M&A and more.

JON C. OGG

Posted in Pre-Market Activity, Trading Alert Tagged: CIT, GNW, HGSI, NVTL, SWIR, VVUS

Top Analyst Downgrades (DELL, MLM, NVTL, SWIR, UNT, VMC)

247wallst — Tue, 22 Sep 2009 12:22:00 +0000

These are this Tuesday’s top pre-market analyst downgrades or cautious research calls we have seen out of Wall Street early on:

Dell (DELL) downgraded to Neutral at Credit Suisse.
Martin Marietta (MLM) downgraded to Neutral at UBS.
Novatel Wireless (NVTL) Started as Underperform at BMO Capital.
Sierra Wireless (SWIR) Started as Market Perform at BMO Capital.
Unit Corp. (UNT) Cut to Neutral at Sun Trust Robinson Humphrey.
Vulcan Materials (VMC) downgraded to Neutral at UBS.

You can join our open email distribution list which goes out several times per week for top analyst upgrades and downgrades, top day trader alerts, IPO’s, key secondary offerings, guru investor data on Buffett and others, mergers, and more.

JON C. OGG

Posted in Analyst Calls Tagged: DELL, MLM, NVTL, SWIR, UNT, VMC

The 52-Week Low Club (PALM)(EXM)(SWIR)(XNPT_

247wallst — Tue, 02 Dec 2008 15:54:05 +0000

Excel Maritime (EXM) Bad period for shipping business. Falls to $3.25 from 52-week high of $60.99.

Xenoport (XNPT) New drug fails in study. Drops to $17.90 from 52-week high of $66.34.

Sierra Wireless (SWIR) Will be buying Wavecom. Wall St. hates deal. Falls to $5,42 from 52-week high of $21.18.

Palm (PALM) Smartphone also-ran revised quarter down. Falls to $1.14 from 52-week high of $8.94.

Douglas A. McIntyre

Posted in General Tagged: EXM, PALM, SWIR, XNPT