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Börsipäev 30. jaanuar

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  • Piper Jaffray upgrades Juniper Networks (JNPR 17.48) to Outperform from Market Perform and $22 tgt, as they cite valuation

    Global Crown Capital upgrades Novellus Systems (NVLS 27.92) to Overweight from Neutral and $35 tgt, as they believe the co has shown some improvement in its execution while the equipment market has hit the order inflection point on the upside

    Piper Jaffray resumes coverage of Cisco Systems (CSCO 18.78) with a Market Perform and $20 tgt, as they believe the co's growth will ultimately track global macro trends and the stock will perform relatively in line with the overall market

    Citigroup upgrades Reynolds American (RAI $100.59) to Buy from Hold and raises their tgt to $117 from $82 as they believe there are positive catalyst that should drive the co's stock price higher in the near term

    Deutsche Bank upgrades Coca-Cola (CCE $19.36) to Buy from Hold as they believe that the stock can benefit from a modest operating improvement, a gradual conversion to warehouse delivery, or a CCE takeover

    JP Morgan raises their LAM Research (LRCX 46.32) tgt to $54 from $45

    BofA upgrades The Gap (GPS $17.38) to Buy from Neutral based upon their belief that at the current valuation the risk reward is compelling

    BofA cuts their tgt on Apple (AAPL $72.03) to $82 from $85 based on iPod checks and reduced near term C.P.U estimates

    Jefferies looks for Cerner (CERN $44.80) to report another solid Q saying the believe shares could move higher on a strong bookings number

    Jefferies raises their tgt on Haliburton (HAL $78.93) to $98 from $85 following Q4 results

    Stifel downgrades Omnicare (OCR $55.05) to Hold from Buy as it was reported Friday that that the Michigan Attorney General's office raided offices of OCR in the Detroit suburb of Livonia

    RBC downgrades Ericsson (ERICY 35.23) to Sector Perform from Outperform

    Lehman adds Ericsson (ERICY 35.23) to their Recommended Portfolio, removing Nokia (NOK 18.05)
  • Equities exposed to domestic natural resources -- like copper, oil, gas , paper and gold -- have been the place to be for investors over the last several years, but are these stocks becoming inflated?

    According to the Federal government, it cost about .89 cents to produce a penny by the U.S. mint three years ago. A penny consists of zinc (97.5% of the cost) and copper (2.5% of the cost). In 2003, zinc sold for $800/ton and copper sold for $0.80/lb. Today, zinc sells for $2300/ton (+187%) and copper sells for $2.25/lb (+179%).

    Adjusted for today's commodity prices, the cost of producing a penny (and this does not take into account the rising cost of energy and labor) or the value of a penny (based on the underlying commodity prices) has risen from .89 cents to over 1.66 cents. So, today, one can literally melt down a penny and theoretically sell the scrap for over a 60% gain.

    ---Doug Kass, Street Insight

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