Notable Calls
http://notablecalls.blogspot.com/Notable Calls is a financial blog.
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Pacer International (PACR): The Price(ing) is Right; Upgrading to Buy; $8 target - BB&T Capital
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Goldman Sachs (GS): 1Q10 Weakening, Cutting to Street-Low - Macquarie
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Sandisk (SNDK): Upgrade to Overweight on Attractive Risk-Reward - Morgan Stanley
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Caterpillar (CAT): Upgraded to Overweight at Morgan Stanley; Possible double in 2-3 yrs?
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Newell Rubbermaid (NWL): Upgraded to Overweight at Morgan Stanley
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MEMC Electronic (WFR): Upgraded to Outperform at Credit Suisse; target raised to $19.50 - Actionable Call Alert!
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Cyclacel Pharma (CYCC): Initiated Buy and $7 target at Roth Capital - 2010 Pivotal for CYCC
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Lexmark (LXK): Added to Top Pick Live list at Citigroup; target to $52 - new Street high
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SIGA Technologies (SIGA): Initiate coverage w/ Outperform; to be awarded a big gov. contract - RBC Capital
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Amlylin Pharma (AMLN): Upgraded to Buy at Citigroup; Street high target of $27
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Amazon.com (AMZN): Oppenheimer Makes a Call to Buy the Stock Ahead of Q4 Results
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Semiconductor Equipment: Cycle not "over" but see risk of ~30% correction - Citigroup
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F5 Networks (FFIV): Upgraded to Buy from Neutral at Merrill Lynch/BAC
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Ciena (CIEN): Upgraded to Outperform at Credit Suisse; target raised to $19 - Actionable Call Alert!
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Officemax (OMX): Upgraded to Overweight at J.P. Morgan; target raised to $20
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Oracle (ORCL): Added to Best Ideas List at Morgan Stanley
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Affymetrix (AFFX): Downgraded to Underperform at Barclays; target lowered to $3
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Arch Coal (ACI): Upgraded to Overweight at Morgan Stanley
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Sandisk (SNDK): Upgraded to Buy at ThinkEquity; $35 price target established
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Potash (POT): BPC Reaches Agreement on 2010 Chinese Potash Contract Price Per Industry Sources - RBC Capital
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Dana Holding (DAN): Upgrade to Overweight, price target to $16 - J.P. Morgan
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Amazon.com (AMZN): Citigroup raises target to $170; Estimates above consensus
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Qwest Communications (Q): A Strong Contender for 2010; Upgrade to Buy - UBS
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NCR Corp. (NCR): Sizing It Up: Going to Overweight - J.P. Morgan
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Dana Holding (DAN): 2010 Guidance Could Be Strong Catalyst, raising target to $12 - Barclays
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American International Group (AIG): Lowering Estimates on weakness in P&C segments - UBS
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Goodyear Tire & Rubber (GT): Likelihood of an upside surprise for Q4 - J.P. Morgan
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Airlines: Upgrading to Attractive; Bullish on Airline Cycle at Current Levels - Morgan Stanley
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Aflac (AFL): Upgraded to Outperform at Credit Suisse; target raised to $60
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American International Group (AIG): AIG Reserves Deficient - Sanford Bernstein
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Vistaprint (VPRT): Upgraded to Buy from Hold at Citigroup - Short Squeeze Alert!
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Amylin Pharmaceuticals (AMLN): Upgraded to Overweight at Barclays, target raised to $22
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Deere (DE): Upgraded to Overweight at Morgan Stanley
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Semiconductors: Cycle stalls; Downgrading sector view - Merrill Lynch/BAM
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Smith International (SII): Upgraded to Buy at Citigroup, RBC buys the deal
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Sprint (S): Upgraded to Outperform at Credit Suisse, Added to Focus List with a $6 target
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Apollo Group (APOL): APOL Management Meeting and Campus Visit Reassure Us - ALERT - J.P. Morgan
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Palm (PALM): Encouraging management meeting; Reiterate Buy - Merrill Lynch/BAM
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STEC Inc (STEC): Colour on quarter - Setting up for a bounce?
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Petroquest Energy (PQ): Compelling Valuation with Near-Term Catalysts; Upgrading to Overweight - J.P. Morgan
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Apollo Group (APOL): Colour on news - Overreaction?
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Lorillard (LO): UBS raises target to $100, sees takeout in 2 yrs- Bounce?
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Leap Wireless (LEAP) & Metropcs (PCS): Bounce time?
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Citigroup (C): Burndown & SOTP uncover more value - Merrill Lynch/BAM
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Potash (POT): BHP Could Pay USD 125-130 for Potash Corp., Bid Would Be 13% EPS Accretive - Merrill Lynch
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Apple (AAPL): Apple could report disappointing F4Q09 revenue, according to checks - Oppenheimer
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Par Pharmaceuticals (PRX): Upgraded to Overweight at Barclays; target raised to $30
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Google (GOOG) Trading Higher Before Tomorrow's Q3 Earnings Release
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Buffett, Not Whitney Will Call the Top for Goldman Sachs (GS)
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Sandisk (SNDK): Downgraded to Sell at UBS

