Wednesday, December 10, 2014

Upgraded and Under the Radar Firms

Katie Stockton of BTIG Research likes Google.The stock has underperformed.It is oversold.There's a pretty good risk-return profile from the technical standpoint.*
Stifel Nicolaus has raised eBay to a buy,with a 65.00 price target.They believe eBay is the real deal in ecommerce.*
Bernstein Research has raised United Technologies to a buy.They like the new CEO,Chief Financial Officer Gregory Hayes.*
Goldman Sachs has given Chipotle a 790.00 price target.It is cheap in proportion to its cash flow.*
Morgan Stanley has raised LaSalle Hotel to overweight.They raised its price target to 45.00 from 35.00.*
Don Wordell,CFA,Managing Director at RidgeWorth Investments,likes Mattel.The yield is very attractive compared to any of the bonds.Also,it's undervalued.
We like Tyco for the fundamental catalysts.They have a tremendous pipeline of deals in the near future.
A company called Tidewater has supply vessels running equipment and crews to offshore oil rigs.They have all new equipment,and utilisation and day rates are going to hold up better than most.They also pay a 3.5% dividend.I'm very,very comfortable that offshore drilling will remain strong,and this company is very,very attractive at these levels,Mr.Wordell concluded.*
Google(GOOG),United Technologies(UTX),Chipotle Mexican Grill(CMG),Mattel(MAT),eBay(EBAY),Tyco International Plc(TYC),Tidewater Inc(TDW),LaSalle Hotel(LHO)

No comments: