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Börsipäev 8. mai

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    Morgan Keegan upgrades QLogic (QLGC 16.29) to Outperform from Market Perform, as they believe strong sequential growth should resume in 2H07 and gross margin will likely level out in the June quarter.

    Friedman Billings upgrades Sonic (SONC 23.04) to Outperform from Market Perform and raises their tgt to $28 from $24, as they believe Sonic is well positioned to post improving same-store sales at its co-operated stores, driven by several new initiatives, including remodels, a 17% increase in advertising dollars, PAYS implementation at the drive-through, price increases, and new products

    UBS initiates MasterCard (MA 134.11) with a Buy and a $160 tgt

    Stifel initiates Health Care IT sector with a Positive bias towards the sector. The firm says Health care is a large market with lots of problems and they believe that there are growing catalysts for increased deployment of H.I.T solutions in the health care industry. The firm initiates Allscripts (MDRX 26.69) with a Buy and a $34 tgt,Eclipsys (ECLP 18.77) with a Buy and a $24 tgt, Quality Systems (QSII 41.55) with a Buy and a $52 tgt, Cerner (CERN 53.99) with a Hold , Computer Programs and Systems (CPSI 32.15) with a Hold

    Stifel upgrades Las Vegas Sands (LVS 80.24) to Buy from Hold and sets a $100 tgt saying the recent sell off has created an attractive entry point

    Citigroup initiates United Therapeutics (UTHR 59.28) with a Buy

    Citigroup kommenteeris Procter Gamble (PG) päris huvitavalt. Välja toon kommentaari kuna päris mitmed mõtted lähevad kokku meie nägemusega Cloroxi (CLX) osas.

    Citi: Post Management Meeting - Trimming Long Term EPS Growth from12% to 11%

     Revisiting Our Definition of "Low Double Digit Growth" — While PG continues toguide for “low double digit” EPS growth over the long term, after having met withmanagement recently, we believe that earnings will grow more slowly than theStreet expects, and are downwardly revising our long term core EPS growth ratefrom 12% to 11% for PG. We Expect Top Line Growth Will Be in the Range of 4-6%, but Not Much Higher— PG wants to reaccelerate its top line growth, but we think that this may be hard to do, as the law of large numbers works against PG, both in mature anddeveloping markets. And, at least thus far, it doesn’t seem that G is adding the promised “100 bps” of incremental growth to PG’s top line. Higher Investment Spending is Needed, And Will Pressure Margins — If PG isto reaccelerate its revenue growth, we think it will have to reinvest more in both restructuring activities and marketing spending to thwart the heightened level of competitive activity in many of PG’s big product categories and geographies. Assuch, PG may miss its target for a roughly 24% operating margin by 2010. Conclusion — Given our belief that investors in the HPC group largely pay foraccelerating growth, which we don’t see on the horizon for PG in the near term,we maintain our Hold (2L) rating and $67 price target on PG’s shares.

  • HPQ tõstab prognoose:

    Based on preliminary data, HP expects to announce on May 16 -- when its second quarter results are scheduled to be released -- that it recorded revenue in the range of $25.50 billion to $25.55 billion, non-GAAP diluted earnings per share (EPS) in the range of $0.69 to $0.70, and GAAP EPS in the range of $0.64 to $0.65. Non-GAAP diluted EPS estimates exclude after-tax costs of approximately $0.05 per share, related primarily to the amortization of purchased intangible assets.

    The company stated previously that it anticipated revenue of approximately $24.5 billion, non-GAAP diluted EPS in the range of $0.63 to $0.64 and GAAP diluted EPS in the range of $0.57 to $0.58.

  • U.S. retail gasoline price to average $2.95 a gallon this summer (previous estimate $2.84), according to the EIA - Reuters

    Kutusehinnad on viimastel aastatel USAs ikka hoogsalt kerkinud. Praegune prognoos tahendaks liitri hinnaks juba ca 9 Eesti krooni. 2004. aasta keskmine hind oli $1.85: 2005. aastal $2.27 galloni eest.

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