Private Equity 's "Time Out" May Give Lampert His Opening

6 Nov 6:51am
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UPGRADES
Cephalon CEPH AmTech Research Neutral » Buy
Mindray Medical MR Credit Suisse Neutral » Outperform
Millennium Pharm MLNM Cowen & Co Neutral » Outperform
Gevity GVHR Roth Capital Sell » Hold
Sun Microsystems JAVA Citigroup Sell » Buy
Comstock CRK KeyBanc Capital Mkts Hold » Buy
Research In Motion RIMM Credit Suisse Neutral » Outperform
OdysseyRe ORH Citigroup Sell » Hold
Allos Therapeutics ALTH JMP Securities Mkt Outperform » Strong Buy
CA Inc CA Lehman Brothers Underweight » Equal-weight
Autodesk ADSK Lehman Brothers Equal-weight » Overweight
Portugal Telecom PT UBS Neutral » Buy
American Eagle AEO Citigroup Sell » Hold
MasterCard MA Deutsche Securities Hold » Buy

DOWNGRADES
Universal American UHCO Keefe Bruyette Outperform » Mkt Perform
Sterling Bancorp STL Keefe Bruyette Outperform » Mkt Perform
ACADIA Pharmaceuticals ACAD Brean Murray Hold » Sell
Symantec SYMC Lehman Brothers Overweight » Equal-weight
CompuCredit CCRT JMP Securities Mkt Outperform » Mkt Perform
Cognos COGN CIBC Wrld Mkts Sector Outperform » Sector Perform
Entergy ETR Jefferies & Co Buy » Hold
PepsiAmericas PAS JP Morgan Neutral » Underweight
Quiksilver ZQK Caris & Company Buy » Average
Restoration Hrdwr RSTO Caris & Company Buy » Average
Citigroup C Banc of America Sec Buy » Neutral



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About

ToddSullivan

A Massachusetts based value investor, I look for companies whose current valuation is at a discount to their true value. When I purchase a stock, my typical holding period is several years. I consider buying a stock purchasing a piece of a business. I am confident once I make a decision to buy that eventually the market as a whole will recognize the true value of the business and value it accordingly. It may take 1 month, 6 months or a year, but if I buy it at enough of a discount to its true value my results will be (and have been) superior to the market as a whole. Of all the disparate investing disciplines, value investing has stood the test of time. The great investors of have all been value investors. Warren Buffett, Ben Graham, Bill Ruane (Sequoia Fund), Bill Miller and Wally Weitz, all have consistently outperformed the market for decades by using various forms of value investing. Currently I am a contributing writer to Seeking Alpha, Vinvesting.com, The Stock Masters and Value Investing News. Posts have been reprinted in The Wall St. Journal, Yahoo Finance, Google Alerts, Google Finance, TheStreet.com. 24/7 Wall St. and Topix.net.