MacWorld: iPhone Sales Will Fall Short of Jobs's "Goal"

Tags: rimm, google, ATT, apple
15 Jan 12:01am
Read original blog entry

UPGRADES
American Commercial Lines (ACLI)= Morgan Keegan Mkt Perform » Outperform
Delek US Holdings (DK)= Morgan Keegan Mkt Perform » Outperform
Shaw Comms (SJR)= UBS Neutral » Buy
Oplink Comms (OPLK)= Needham & Co Buy » Strong Buy
Puget Energy (PSD)= Soleil Sell » Hold
ADC Telecom (ADCT)= Credit Suisse Neutral » Outperform
FTD Group (FTD)= Roth Capital Sell » Hold
ValueClick (VCLK)= RBC Capital Mkts Sector Perform » Outperform
Werner Enterprises (WERN)= Bear Stearns Underperform » Peer Perform
Frontier Oil (FTO)= Friedman Billings Mkt Perform » Outperform
Northwest Airlines (NWA)= Credit Suisse Neutral » Outperform
Amdocs (DOX)= UBS Neutral » Buy
Affiliated Computer (ACS)= UBS Neutral » Buy
Knight Transportation (KNX)= Bear Stearns Underperform » Peer Perform
Heartland Express (HTLD)= Bear Stearns Underperform » Peer Perform
Con-way (CNW)= Bear Stearns Underperform » Peer Perform
Arkansas Best (ABFS)= Bear Stearns Underperform » Peer Perform
Ameriprise Financial (AMP)= Keefe Bruyette Mkt Perform » Outperform
Kaydon (KDN)= Deutsche Securities Hold » Buy
RF Micro Device (RFMD)= Deutsche Securities Hold » Buy
Bed Bath & Beyond (BBBY)= Credit Suisse Neutral » Outperform
Lowe's (LOW)= Credit Suisse Neutral » Outperform
Home Depot (HD )= Credit Suisse Neutral » Outperform
General Mills (GIS)= JP Morgan Underweight » Neutral
Under Armour (UA)= Citigroup Hold » Buy
ArvinMeritor (ARM)= KeyBanc Capital Mkts Hold » Buy

DOWNGRADES
Dick's Sporting Goods (DKS)= Wedbush Morgan Strong Buy » Buy
Steven Madden (SHOO)= Wedbush Morgan Buy » Hold
Supertex (SUPX)= Lazard Capital Buy » Hold
Opnext (OPXT)= Needham & Co Strong Buy » Buy
Valero Energy (VLO)= Caris & Company Buy » Above Average
Alon USA Energy (ALJ)= Caris & Company Buy » Above Average
Illumina (ILMN)= Caris & Company Buy » Above Average
Trimas (TRS)= KeyBanc Capital Mkts Buy » Hold
Telecom Italia (TI)= Bear Stearns Peer Perform » Underperform
Sunoco (SUN)= Friedman Billings Outperform » Mkt Perform
Automatic Data (ADP)= UBS Buy » Neutral
Paychex (PAYX)= UBS Buy » Neutral
Computer Sciences (CSC)= UBS Buy » Neutral
BearingPoint (BE)= UBS Buy » Neutral
Sapient (SAPE)= UBS Buy » Neutral
Hewitt Associates (HEW)= UBS Neutral » Sell
Advance Auto (AAP)= Credit Suisse Outperform » Neutral
Sears Hldg (SHLD)= Credit Suisse Outperform » UnderperforM
Cal Drive Intl (DVR)= JP Morgan Overweight » Neutral
Express Scripts (ESRX)= JP Morgan Overweight » Neutral
Teva Pharm (TEVA)= HSBC Securities Overweight » Neutral
AmeriCredit (ACF)= Friedman Billings Mkt Perform » Underperform

Todd Sullivan's- ValuePlays

↑ Grab this Headline Animator


Visit the ValuePlays Bookstore for Great Investing Books

Comments

Back to top

Post comment

Back to top

Post a comment

Please login to post a comment

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.