Quarterly Equity Research Transparency Report

Transcription

For the quarter ended September 30, 2007
December 20, 2007
This report is required under the Global Research Analyst Settlement and provides certain information regarding JPMorgan's equity research coverage of U.S.
companies and non-U.S. companies for which a U.S. market is the principal equity trading market. The information in the report is updated quarterly.
Explanation of Ratings: JPMorgan uses the following rating system: Overweight [Over the next six to twelve months, we expect this stock will outperform the
average total return of the stocks in the analyst's (or the analyst's team's) coverage universe.] Neutral [Over the next six to twelve months, we expect this stock will
perform in line with the average total return of the stocks in the analyst's (or the analyst's team's) coverage universe.] Underweight [Over the next six to twelve
months, we expect this stock will underperform the average total return of the stocks in the analyst's (or the analyst's team's) coverage universe.]
Explanation of Price Target: JPMSI maintains price targets for Focus List stocks and selected Latin stocks. For non-JPMSI covered stocks, price targets are
required for regional Focus List stocks and may be set for other stocks at the analysts' discretion. Where there is no price target on the covered company, a
single asterisk will appear on the report in its stead.
Earnings and price targets have been adjusted for all subsequent share splits and stock dividends.
For some companies (primarily REITs), funds from operations (FFO) is shown in lieu of EPS numbers. These situations are denoted by a double asterisk next to
the FFO numbers in the report.
General: JPMorgan is the marketing name used on global equity research issued by JPMSI and/or affiliates worldwide.JPMSI is a member of NYSE, NASD and
SIPC. Information has been obtained from sources believed to be reliable but JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively JPMorgan) do
not warrant its completeness or accuracy except with respect to any disclosures relative to JPMSI and/or its affiliates and the analyst's involvement with the issuer.
Opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future
results. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Securities, financial instruments or strategies
mentioned herein may not be suitable for all investors. The opinions and recommendations herein do not take into account individual client circumstances,
objectives or needs and are not intended as recommendations of particular securities, financial instruments or strategies to particular clients. The recipient of this
report must make its own independent decisions regarding any securities or financial instruments mentioned herein. JPMSI distributes in the U.S. research
published by non-U.S. affiliates and accepts responsibility for its contents. Clients should contact analysts and execute transactions through a JPMorgan
subsidiary or affiliate in their home jurisdiction unless governing law permits otherwise.
Copyright 2007 JPMorgan Chase & Co. All rights reserved. Additional information available upon request.
Publish
Date
Certifying
Analyst
3M Company
26-Jul-07
Abbott Laboratories
11-Sep-07 Michael N.
Weinstein
18-Jul-07
16-Jul-07
12-Jul-07
Rating
EPS Estimates, where available
Current Quarter Next Quarter
Current Year
EPS
EPS
EPS
Currency Price Target
Price Target Period
Begin Date End Date
MMM
C. Stephen
Tusa Jr.
Weinstein
19-Jul-07
Headline
Michael N.
Weinstein
Michael N.
Weinstein
Michael N.
Weinstein
Michael N.
Weinstein
3M : Follow-Up to the Conference
Call - ALERT
Q2-07
1.2400
Q3-07
4.8800
FY07
USD
*
NA
NA
0.6900
Q2-07
0.6500
Q3-07
2.8000
FY07
USD
*
NA
NA
0.6900
Q2-07
0.6500
Q3-07
2.8000
FY07
USD
*
NA
NA
0.6900
Q2-07
0.6800
Q3-07
2.8000
FY07
USD
*
NA
NA
0.6800
Q2-07
0.6800
Q3-07
2.8000
FY07
USD
*
NA
NA
0.6700
Q2-07
0.6600
Q3-07
2.8000
FY07
USD
*
NA
NA
0.6700
Q2-07
0.6600
Q3-07
2.8000
FY07
USD
*
NA
NA
Abercrombie & Fitch : Consistent OVERWEIGHT 0.8800
Execution Continues to Impress;
Tweaking EPS Est.
Abercrombie & Fitch : Favorite Idea OVERWEIGHT 0.8200
in Tough Environment; Raising EPS
Estimates
Q2-08
1.2900
Q3-08
5.2200
FY07
USD
*
NA
NA
Q2-08
1.2900
Q3-08
5.1600
FY07
USD
*
NA
NA
Q2-07
0.4700
Q3-07
1.8500
FY07
USD
*
NA
NA
Q2-07
0.4700
Q3-07
1.8500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
ABT
Abbott Laboratories : Xience UpdateOVERWEIGHT
- Regulatory Timing Coming Into
Focus
Abbott Laboratories : Abbott
OVERWEIGHT
Confirms Panel for Xience, On
Track for 1H08 Approval
Abbott Laboratories : Key Growth OVERWEIGHT
Drivers Intact; Reiterate Overweight
Abbott Laboratories : Early Read on OVERWEIGHT
2Q Results
Abbott Laboratories : Humira Sales OVERWEIGHT
Accelerating Post-Crohn's Launch;
Raising Estimates
Abbott Laboratories : Collapse of OVERWEIGHT
GE Deal a Setback, But Broader
Thesis Very Much Intact; Buy on
Weakness
Abercrombie & Fitch Co.
23-Aug-07 Brian J.
Tunick
10-Aug-07 Brian J.
Tunick
ACA Capital Holdings, Inc.
2-Aug-07
Andrew
Wessel
11-Jul-07
Andrew
Wessel
Acadia Realty Trust
24-Aug-07 Michael
OVERWEIGHT 1.2000
ANF
ACA
ACA Capital : ACA Appears Well OVERWEIGHT -0.3600
Capitalized to Continue Operating
its Insurance Units - Reiterate OW
Rating
ACA Capital : Bear Case Estimate: OVERWEIGHT 0.4400
ACA Trades at 63% of YE08 Book
Value, Would Put Money to Work at
This Level
AKR
Acadia Realty Trust : Model
NEUTRAL
0.0900
Page 2 of 225
Publish
Date
Certifying
Analyst
26-Jul-07
Mueller
Michael
Mueller
Accenture Ltd.
Headline
Adjustment
Acadia Realty Trust : Q2 miss /
Lower guidance driven by noise;
Business on track
Rating
NEUTRAL
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Accenture Ltd. : F4Q07 Better than OVERWEIGHT 0.5300
Expected; Raising FY08 Ests.
Accenture Ltd. : F4Q07 Preview:
OVERWEIGHT 0.4600
Expecting Good Results, Good
Enough Outlook
Q4-08
0.5900
Q1-09
2.2100
FY07
USD
*
NA
NA
Q4-07
0.5400
Q1-08
1.9600
FY07
USD
*
NA
NA
0.2300
Q4-08
NA
Q1-09
0.6100
FY07
USD
*
NA
NA
0.0400
Q4-07
0.0800
Q1-08
-0.0800
FY07
USD
*
NA
NA
Acme Packet : Q2 Wrap: Guidance OVERWEIGHT 0.0900
Looks Overly Cautious, Reiterate
Overweight
Q2-07
0.0900
Q3-07
0.3400
FY07
USD
*
NA
NA
UNDERWEIGHT-0.0600
Q3-07
-0.0500
Q4-07
-0.2500
FY07
USD
*
NA
NA
Activision : Solid Q1, Outlook
NEUTRAL 0.1100
Unchanged
Activision : Downgrading To Neutral NEUTRAL 0.0900
From Overweight
Activision : Positively PreannouncesOVERWEIGHT 0.0900
F1Q08
Q1-08
-0.0100
Q2-08
0.7300
FY07
USD
*
NA
NA
Q1-08
NA
Q2-08
0.7300
FY07
USD
*
NA
NA
Q1-08
NA
Q2-08
0.6500
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
3.9000
FY07
USD
*
NA
NA
Q4-07
NA
Q1-08
3.4300
FY07
USD
*
NA
NA
Accuray Incorporated
ARAY
Accuray : Strong Finish to the Year - NEUTRAL
2008 Guidance Provided - Adj Ests
Accuray : Take-Aways from
NEUTRAL
Management Meetings
Acme Packet, Inc.
APKT
Ehud A.
Gelblum Ph
D
ActivIdentity Corp.
3-Aug-07
11-Jul-07
10-Jul-07
ACTI
P. Sterling
Auty II
Activision, Inc.
Price Target Period
Begin Date End Date
0.0900
17-Aug-07 Tycho
Peterson
19-Jul-07 Tycho
Peterson
1-Aug-07
ACN
28-Sep-07 Tien-Tsin
Huang
25-Sep-07 Tien-Tsin
Huang
2-Aug-07
Current Year
EPS
EPS
EPS
ActivIdentity : Good Q3, Inline
Outlook, Updating Estimates
ATVI
Dean
Gianoukos
Dean
Gianoukos
Dean
Gianoukos
Actuant Corporation
27-Sep-07 Curtis
Woodworth
26-Sep-07 Curtis
Woodworth
ATU
Actuant : F4Q Upside Driven By
OVERWEIGHT NA
Organic Growth & Continued Margin
Ramp; FY08 Guidance Raised
Actuant : EPS Above Forecast &
OVERWEIGHT 0.9500
Guidance; FY08 Guidance Raised
Page 3 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Owing to Acquisition Upside ALERT
ADC Telecommunications
6-Sep-07
Steven
O'Brien
ADCT.OQ
ADC Telecommunications : Q3
Wrap: Strong Results but Q4
Revenue and Margin Guidance
Looks Tepid, Adj. Ests.
NEUTRAL
0.3700
Q3-07
0.2200
Q4-07
0.9700
FY07
USD
*
NA
NA
Adobe Systems : ADBE Sails Over
High Q3 Bar, Q4 Guidance Equally
Impressive
Adobe Systems : Quick Q3
Take--CS Drives Exceptional
Quarter - ALERT
Adobe Systems : Creative Suite to
Again Pace Adobe's Quarter and
Set an Upbeat Tone for Q4
NEUTRAL
0.4500
Q3-07
NA
Q4-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.4000
Q3-07
NA
Q4-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.4000
Q3-07
0.4300
Q4-07
1.5000
FY07
USD
*
NA
NA
ADTRAN, Inc : Preannounces Q3
Results - Growing OPTI Revs Not
Enough to Offset Depressed Carrier
Spending
ADTRAN, Inc : Q2 Wrap: Shrugging
Off a Lackluster Quarter as Longer
Term Outlook Solidifies, Adj. Ests.
ADTRAN, Inc : Q2 Quick Take:
Revs and EPS Fall Below Our
Above Consensus Ests. - ALERT
NEUTRAL
0.2800
Q2-07
0.3400
Q3-07
1.2000
FY07
USD
*
NA
NA
NEUTRAL
0.2800
Q2-07
0.3500
Q3-07
1.2600
FY07
USD
*
NA
NA
NEUTRAL
0.2800
Q2-07
0.3500
Q3-07
1.2600
FY07
USD
*
NA
NA
NEUTRAL
0.6400
Q2-07
0.6400
Q3-07
2.4100
FY07
USD
*
NA
NA
NEUTRAL
0.6600
Q2-07
0.6400
Q3-07
2.4100
FY07
USD
*
NA
NA
NEUTRAL
0.2500
Q2-07
0.1300
Q3-07
0.9200
FY07
USD
*
NA
NA
Adobe Systems Incorporated
18-Sep-07 Adam Holt
17-Sep-07 Adam Holt
13-Sep-07 Adam Holt
ADTRAN, Inc.
ADTN
24-Sep-07 Ehud A.
Gelblum Ph
D
18-Jul-07
17-Jul-07
ADBE
Ehud A.
Gelblum Ph
D
Ehud A.
Gelblum Ph
D
Advance Auto Parts, Inc.
9-Aug-07
Nancy Hoch
8-Aug-07
Nancy Hoch
ARP.N
Advance Auto Parts, Inc. : Sell-Off
Seems Overdone; Stock at Trough
Valuation
Advance Auto Parts, Inc. : 2Q First
Take - We See the Glass Half Full;
Top Line Soft, But Margins Impress
- ALERT
Advanced Energy Industries, Inc.
31-Aug-07 Jay Deahna
AEIS
Advanced Energy : AEIS Negatively
Page 4 of 225
Publish
Date
Certifying
Analyst
26-Jul-07
Jay Deahna
Headline
Pre-announces; Adj Ests
Advanced Energy : C2Q Results NEUTRAL
Solid Story But A Momentum Hiccup
With A High P/E, Lowering EPS
Est's.
27-Jul-07
Aetna Inc.
Christopher
Danely
William
Georges
23-Jul-07
William
Georges
Price Target Period
Begin Date End Date
Q2-07
0.2100
Q3-07
1.0500
FY07
USD
*
NA
NA
Advanced Micro Devices :
NEUTRAL -0.9500
Barcelona Helps Fight Back Against
Intel; Upgrade from Underweight to
Neutral
Advanced Micro Devices : Not MuchUNDERWEIGHT-0.9200
New Served Up from AMD,
Reiterate Underweight
Q2-07
-0.7000
Q3-07
-2.9200
FY07
USD
*
NA
NA
Q2-07
-0.7000
Q3-07
-2.9200
FY07
USD
*
NA
NA
Aetna : 2QEPS of $0.83 Ahead of
Estimates; Raises 2007 EPS
Guidance - ALERT
Aetna : Second Quarter Preview:
Expect Positive Momentum to
Continue
AMD
NEUTRAL
0.7900
Q2-07
0.8500
Q3-07
3.3500
FY07
USD
*
NA
NA
NEUTRAL
0.7900
Q2-07
0.8500
Q3-07
3.3500
FY07
USD
*
NA
NA
NEUTRAL
0.8900
Q4-08
0.8900
Q1-09
3.4300
FY07
USD
*
NA
NA
NEUTRAL
0.8200
Q2-07
0.8300
Q3-07
3.3100
FY07
USD
*
NA
NA
AGCO Corp. : International Markets OVERWEIGHT 0.5500
Drive 2Q Beat - ALERT
Q2-07
0.3600
Q3-07
1.7000
FY07
USD
*
NA
NA
Q3-07
0.4600
Q4-07
1.5000
FY07
USD
*
NA
NA
Affiliated Computer Services, Inc.
22-Aug-07 Tien-Tsin
Huang
AFLAC Incorporated
Jimmy
Bhullar
AGCO Corporation
31-Jul-07
AET
26-Jul-07
25-Jul-07
Current Year
EPS
EPS
EPS
0.2500
Advanced Micro Devices, Inc.
17-Sep-07 Christopher
Danely
Rating
Stephen
Volkmann
CFA
AFL
AFLAC : Strong 2Q; Japan Turning
the Corner, U.S. Steady
AG
Agilent Technologies Inc.
14-Sep-07 Mark
Moskowitz
ACS
Affiliated Computer Services :
F4Q07 Results: Strong FCF, Not
Much Else
A
Agilent Technologies : BAM Investor NEUTRAL
Conference Highlights Strong
Defense Against Possibly
Weakening Consumer
0.4100
Page 5 of 225
Publish
Date
Certifying
Analyst
13-Sep-07 Mark
Moskowitz
15-Aug-07 Mark
Moskowitz
13-Aug-07 Mark
Moskowitz
AGL Resources Inc.
6-Aug-07
30-Jul-07
Glenn B.
Mullin
Glenn B.
Mullin
Agrium Inc.
9-Aug-07
Headline
Agilent Technologies : BAM Investor NEUTRAL
Conference Highlights Strong
Defense Against Possibly
Weakening Macro - ALERT
Agilent Technologies : Japan-based NEUTRAL
Electronic Measurement Weakness
Trumps Bio-Analytical Strength; Adj.
Ests.
Agilent Technologies : Add to the
NEUTRAL
Radar: Strong Results Expected,
Driven by Bio-Analytical and
Improving Electronic Test
Price Target Period
Begin Date End Date
0.4100
Q3-07
0.4600
Q4-07
1.5000
FY07
USD
*
NA
NA
0.4100
Q3-07
0.5200
Q4-07
1.6000
FY07
USD
*
NA
NA
0.4400
Q3-07
0.5200
Q4-07
1.6000
FY07
USD
*
NA
NA
ATG
AGL Resources : Good Quarter,
Reaffirms Guidance
AGL Resources : Potential Negative
Implication for Retail Energy ALERT
NEUTRAL
0.4000
Q2-07
NA
Q3-07
2.7500
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-07
NA
Q3-07
2.7500
FY07
USD
*
NA
NA
Agrium : Fundamental Strength: We
Raise Estimates
NEUTRAL
1.7000
Q2-07
0.4000
Q3-07
2.3500
FY07
USD
*
NA
NA
Air Products and Chemicals :
OVERWEIGHT 1.1600
July/August Business Trends Solid
Air Products and Chemicals :
OVERWEIGHT 1.1600
F4Q:07 Begins Well
Air Products and Chemicals : We OVERWEIGHT 1.1600
Increase Our EPS Estimates
Q3-07
1.1600
Q4-07
4.3600
FY07
USD
*
NA
NA
Q3-07
1.1600
Q4-07
4.3600
FY07
USD
*
NA
NA
Q3-07
1.1100
Q4-07
4.2000
FY07
USD
*
NA
NA
Q2-07
1.0500
Q3-07
4.0600
FY07
USD
*
NA
NA
Q2-07
1.0600
Q3-07
4.1000
FY07
USD
*
NA
NA
Air Products & Chemicals, Inc.
Alabama National BanCorporation
26-Jul-07
Current Year
EPS
EPS
EPS
AGU
David Silver
25-Sep-07 Jeffrey J.
Zekauskas
20-Aug-07 Jeffrey J.
Zekauskas
26-Jul-07 Jeffrey J.
Zekauskas
6-Sep-07
Rating
APD
ALAB
John Pancari Alabama National Bancorp :
OVERWEIGHT 1.0100
Acquisition of Alabama National by
RBC Centura; Implications for Other
Names - ALERT
John Pancari Alabama National Bancorp : Credit OVERWEIGHT 1.0100
Concerns a N/T Overhang, But L/T
Favorable Outlook Intact; Reiterate
Overweight
Alaska Communications Systems Group, Inc
ALSK
Page 6 of 225
Publish
Date
Certifying
Analyst
27-Jul-07
Jonathan
Chaplin
25-Jul-07
Jonathan
Chaplin
24-Jul-07
Jonathan
Chaplin
Headline
Jeffrey J.
Zekauskas
Alcoa Inc.
Alcon, Inc.
26-Jul-07
18-Jul-07
9-Jul-07
Price Target Period
Begin Date End Date
0.2000
Q3-07
0.7100
FY07
USD
*
NA
NA
Q2-07
0.2000
Q3-07
0.7100
FY07
USD
*
NA
NA
Q2-07
0.2000
Q3-07
0.7100
FY07
USD
*
NA
NA
0.5900
Q2-07
0.6100
Q3-07
2.3500
FY07
USD
*
NA
NA
Alberto-Culver : More Detail Behind OVERWEIGHT 0.2400
Our Upgrade to Overweight
Alberto-Culver : Upgrading to an
OVERWEIGHT 0.2400
Overweight
Alberto-Culver : Solid Q3 EPS, but
NEUTRAL 0.2400
Valuation Reflects Strong
Fundamentals
Q3-07
0.3700
Q4-07
1.0600
FY07
USD
*
NA
NA
Q3-07
0.3700
Q4-07
1.0600
FY07
USD
*
NA
NA
Q3-07
0.3700
Q4-07
1.0400
FY07
USD
*
NA
NA
Alcoa : Proposed Chalco divestiture OVERWEIGHT 0.8100
positive for Alcoa - ALERT
Alcoa : Reducing EPS on lower
OVERWEIGHT 0.8100
prices
Alcoa : "You gotta know when to foldOVERWEIGHT 0.8100
'em" - Raising EPS
Q2-07
0.6500
Q3-07
2.9300
FY07
USD
*
NA
NA
Q2-07
0.6500
Q3-07
2.9300
FY07
USD
*
NA
NA
Q2-07
0.7900
Q3-07
3.1500
FY07
USD
*
NA
NA
Alcon, Inc : Travatan Approved in OVERWEIGHT
Japan; Ahead of Expectations
Alcon, Inc : Early Read on 2Q
OVERWEIGHT
Results; Raising Estimates
Alcon, Inc : Anecortave Acetate in OVERWEIGHT
Glaucoma; Phase II Data Presented
in Singapore
Alcon, Inc : Catalyst Watch:
OVERWEIGHT
Anecortave Acetate in Glaucoma Phase II Data Expected July 18 in
Singapore
1.4800
Q2-07
1.3300
Q3-07
5.3000
FY07
USD
*
NA
NA
1.4800
Q2-07
1.3200
Q3-07
5.2600
FY07
USD
*
NA
NA
1.4500
Q2-07
1.3200
Q3-07
5.2600
FY07
USD
*
NA
NA
1.4500
Q2-07
1.3200
Q3-07
5.2600
FY07
USD
*
NA
NA
ALB
Albemarle Corporation : We Raise
Our EPS Estimates
NEUTRAL
ACV
AA
12-Sep-07 Michael
Gambardella
11-Sep-07 Michael
Gambardella
13-Jul-07 Michael
Gambardella
31-Jul-07
Q2-07
Alberto-Culver Company
13-Aug-07 Dara W.
Mohsenian
10-Aug-07 Dara W.
Mohsenian
31-Jul-07 Dara W.
Mohsenian
Current Year
EPS
EPS
EPS
Alaska Communications Systems OVERWEIGHT 0.1600
Group, Inc : Solid Financial Results;
Interesting Options on Fiber
Group, Inc : Second-Quarter 2007
Preview - ALERT
Group, Inc : Clarifying the Fiber
Market Opportunity
Albemarle Corporation
26-Jul-07
Rating
ACL
Michael N.
Weinstein
Michael N.
Weinstein
Michael N.
Weinstein
Michael N.
Weinstein
Page 7 of 225
Publish
Date
Certifying
Analyst
Headline
Alexander & Baldwin, Inc.
26-Sep-07 Jonathan
Chappell
27-Jul-07
Jonathan
Chappell
30-Jul-07
Anthony
Paolone
Align Technology, Inc.
27-Aug-07 Taylor Harris
27-Jul-07
Michael
Gambardella
16-Aug-07 Tien-Tsin
Huang
19-Jul-07
Tien-Tsin
Huang
Price Target Period
Begin Date End Date
0.7300
Q2-07
1.0000
Q3-07
3.1500
FY07
USD
*
NA
NA
NEUTRAL
0.7300
Q2-07
0.8900
Q3-07
3.0500
FY07
USD
*
NA
NA
0.6500
Q2-07
0.6700
Q3-07
2.6800
FY07
USD
*
NA
NA
0.6500
Q2-07
0.6500
Q3-07
2.5200
FY07
USD
*
NA
NA
0.6500
Q2-07
0.6500
Q3-07
2.5200
FY07
USD
*
NA
NA
0.6000
Q2-07
0.6500
Q3-07
2.5200
FY07
USD
*
NA
NA
Align Technology : Straightening outOVERWEIGHT 0.1900
the Facts on Ormco; Reit. OW
Q2-07
0.0800
Q3-07
0.4700
FY07
USD
*
NA
NA
Q2-07
2.0700
Q3-07
8.1200
FY07
USD
*
NA
NA
Q2-07
2.0700
Q3-07
8.1200
FY07
USD
*
NA
NA
ARE
Alexandria Real Estate Equities : OVERWEIGHT
Model Adjustment
Model Adjustment
Alexandria Real Estate Equities : 2QOVERWEIGHT
was business as usual; still find the
stock compelling
Focal Points For This Week's
Earnings
ALGN
ATI
Allegheny Technologies : The
OVERWEIGHT 2.0000
Nickel, Stainless and ATI "Short
Squeeze"
Allegheny Technologies : Flat RolledOVERWEIGHT 2.0000
Products transformation delivers Outlook remains solid - Corrected
Note supersedes any previous
versions
Alliance Data Systems Corporation
17-Sep-07 Tien-Tsin
Huang
NEUTRAL
Allegheny Technologies Incorporated
18-Sep-07 Michael
Gambardella
Current Year
EPS
EPS
EPS
ALEX
Alexander & Baldwin, Inc. : Key
Takeaways from Strategic Call,
Mgmt. Meeting
Alexander & Baldwin, Inc. : Raising
'07 EPS Est. after in-line 2Q Results
Alexandria Real Estate Equities, Inc.
28-Sep-07 Anthony
Paolone
10-Aug-07 Anthony
Paolone
3-Aug-07 Anthony
Paolone
Rating
ADS
Alliance Data : August Master Trust
Data; Consistent w/ Expectations ALERT
Alliance Data : July Master Trust
Data; Consistent w/ Expectations ALERT
Alliance Data : Raising Ests on
Beat, Deal Appears on Track
NEUTRAL
0.8600
Q2-07
0.8900
Q3-07
3.6200
FY07
USD
*
NA
NA
NEUTRAL
0.8600
Q2-07
0.8900
Q3-07
3.6200
FY07
USD
*
NA
NA
NEUTRAL
0.8600
Q2-07
0.8700
Q3-07
3.5700
FY07
USD
*
NA
NA
Page 8 of 225
Publish
Date
Certifying
Analyst
Headline
Allied World Assurance Holdings, Ltd.
9-Aug-07
Matthew
Heimermann
7-Aug-07
Matthew
Heimermann
Atif Abdul
Rahim
8-Aug-07
Atif Abdul
Rahim
8-Aug-07
Christopher
Danely
24-Jul-07
Christopher
Danely
18-Jul-07
Erik
Bloomquist
Erik
Bloomquist
Amazon.com, Inc.
1.9600
Q2-07
1.3000
Q3-07
6.9200
FY07
USD
*
NA
NA
NEUTRAL
1.9600
Q2-07
1.3000
Q3-07
6.9200
FY07
USD
*
NA
NA
OVERWEIGHT 0.1300
Q2-07
0.1500
Q3-07
0.5600
FY07
USD
*
NA
NA
OVERWEIGHT 0.1300
Q2-07
0.1600
Q3-07
0.6000
FY07
USD
*
NA
NA
NEUTRAL
2.0100
Q2-07
1.3400
Q3-07
4.6200
FY07
USD
*
NA
NA
Altera : Maintains 3Q07 Guidance
and Increases Repurchase
Program, Reiterate Neutral on Risk
to Margins
Altera : Revenue Better Than
Expected But Margins Continue to
Decline, Reiterate Neutral
NEUTRAL
0.2200
Q2-07
0.1900
Q3-07
0.8200
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.2100
Q3-07
0.8300
FY07
USD
*
NA
NA
OVERWEIGHT 1.1500
Q2-07
NA
Q3-07
4.3200
FY07
USD
83.00
20-Apr-07
Jan-08
OVERWEIGHT 1.1500
Q2-07
NA
Q3-07
4.3200
FY07
USD
83.00
20-Apr-07
Jan-08
OVERWEIGHT 1.1500
Q2-07
NA
Q3-07
4.3200
FY07
USD
83.00
20-Apr-07
Jan-08
OVERWEIGHT
Q2-07
NA
Q3-07
4.3200
FY07
USD
83.00
20-Apr-07
Jan-08
MO
30-Aug-07 Erik
Bloomquist
22-Aug-07 Erik
Bloomquist
19-Jul-07
NEUTRAL
ALTR
6-Sep-07
Altria Group, Inc.
Price Target Period
Begin Date End Date
ALJ
Daniel Vetter Alon USA Energy : Not ruling out
more acquisitions; adj est
Altera Corporation
MDRX
Allscripts Healthcare Solutions :
Largest Contract to Date Sets the
Tone for '08 - ALERT
Allscripts Healthcare Solutions :
Bookings Provide a Silver Lining
Amid 2Q EPS Miss
Alon USA Energy, Inc.
Current Year
EPS
EPS
EPS
AWH
Allied World Assurance Company
Holdings, Ltd. : Reinsurance Neutral
to EPS/Adjusting for 2Q
Allied World Assurance Company
Holdings, Ltd. : 2Q In Line With Our
Estimates, But Better Than
Consensus
Allscripts Healthcare Solutions, Inc.
5-Sep-07
Rating
Altria Group : PMI Spin Off
Announced - ALERT
Altria Group : PMI Spin-off
Announcement Likely at 29 August
Altria Board Meeting
Altria Group : PMI Strength Drives
Full Year Estimates
Altria Group : Adj EPS Growth
Better Than Expected - ALERT
NA
AMZN
Page 9 of 225
Publish
Date
Certifying
Analyst
25-Jul-07
Imran Khan
Headline
Amazon.com : Reports Solid 2Q,
Raising to Neutral
18-Jul-07
Michael
Mueller
25-Jul-07
Andrew
Wessel
Price Target Period
Begin Date End Date
Q2-07
0.1300
Q3-07
0.9000
FY07
USD
*
NA
NA
AMB Property Corporation : InvestorOVERWEIGHT 1.1000
Day Takeaways Support Our Stance
AMB Property Corporation :
OVERWEIGHT 1.1000
Incremental Takeaways From The
Call; Increasing Estimates
AMB Property Corporation : $0.07 OVERWEIGHT 1.1000
ahead of us on private capital &
other; Occupancy gains
materializing
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Ambac Financial Group, Inc.
NEUTRAL
Current Year
EPS
EPS
EPS
0.1900
AMB Property Corporation
19-Sep-07 Michael
Mueller
19-Jul-07 Michael
Mueller
Rating
AMB
ABK
Ambac Financial Group : 2Q
Earnings Call
NEUTRAL
2.0100
Q2-07
2.0300
Q3-07
8.1000
FY07
USD
*
NA
NA
Amdocs : Sit Down With New CFO ALERT
Amdocs : Authorizes $400M Share
Repurchase Plan - ALERT
Amdocs : EPS Beat on Light
Revenue; CFO Leaving - ALERT
NEUTRAL
0.5400
Q3-07
0.5300
Q4-07
2.1100
FY07
USD
*
NA
NA
NEUTRAL
0.5400
Q3-07
0.5300
Q4-07
2.1100
FY07
USD
*
NA
NA
NEUTRAL
0.5400
Q3-07
0.5300
Q4-07
2.0700
FY07
USD
*
NA
NA
24-Aug-07 Jean-Charles America Movil SA : Expanding in theOVERWEIGHT 0.7800
A.
Caribbean - ALERT
Lemardeley
Q2-07
NA
Q3-07
3.6100
FY07
USD
*
NA
NA
Q2-07
0.2700
Q3-07
1.6800
FY07
USD
*
NA
NA
Q2-07
0.2700
Q3-07
1.6800
FY07
USD
*
NA
NA
Amdocs Limited
4-Sep-07
9-Aug-07
18-Jul-07
DOX
P. Sterling
Auty II
P. Sterling
Auty II
P. Sterling
Auty II
America Movil S.A.B de C.V. (ADR)
AMX
American Axle & Manufact. Holdings, Inc.
30-Jul-07
Himanshu
Patel
27-Jul-07
Himanshu
Patel
AXL
American Axle & Manufacturing
OVERWEIGHT 0.7300
Holdings, Inc. : Tough Message to
UAW; Adj. EPS - Corrected Note
supersedes any previous versions
American Axle & Manufacturing
OVERWEIGHT 0.5400
Holdings, Inc. : 2Q Strong; Add'l
Backlog Announced; Positive ALERT
American Campus Communities, Inc.
ACC
Page 10 of 225
Publish
Date
Certifying
Analyst
31-Jul-07
Anthony
Paolone
Headline
American Campus Communities :
2Q beats on lower comp charge;
core results very strong as well
American Capital Strategies, Ltd.
27-Jul-07
George A.
Sacco
31-Jul-07
Andrew
Smith
Jimmy
Bhullar
13-Aug-07 Michael J.
Fox
9-Aug-07
Michael J.
Fox
1-Aug-07
Michael J.
Fox
Q2-07
-0.0600
Q3-07
-0.1100
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
3.4500
FY07
USD
*
NA
NA
Q4-07
NA
Q4-07
2.9000
FY07
USD
*
NA
NA
0.1600
Q2-08
0.6200
Q3-08
1.4500
FY07
USD
*
NA
NA
OVERWEIGHT 1.7700
Q2-07
1.4600
Q3-07
6.3600
FY07
USD
*
NA
NA
0.5200
Q2-07
0.5300
Q3-07
2.3500
FY07
USD
*
NA
NA
0.4300
Q2-07
0.4000
Q3-07
1.5900
FY07
USD
*
NA
NA
0.4300
Q2-07
0.4000
Q3-07
1.5900
FY07
USD
*
NA
NA
0.4300
Q2-07
0.4600
Q3-07
1.6600
FY07
USD
36.00
27-Nov-06
Dec-07
0.4300
Q2-07
0.4600
Q3-07
1.6600
FY07
USD
36.00
27-Nov-06
Dec-07
NEUTRAL
AIG
American International Group :
Strong 2Q; Fundamentals Merit
Higher Valuation
ARII
American Railcar : 2Q Revenues
In-Line but Margins Disappoint;
Lowering Estimates
American Reprographics Company
11-Sep-07 Michael J.
Fox
-0.0300
AM
American Greetings : Raising FY
After A Better Than Expected Q2 Fundamentals are Improving
American Railcar Industries, Inc.
14-Aug-07 Brannon
Cook
Price Target Period
Begin Date End Date
AEP
American International Group, Inc.
9-Aug-07
NEUTRAL
American Electric Power : 2Q07
OVERWEIGHT 0.6000
Results Above Consensus on
Strong Utility Performance - ALERT
American Greetings Corporation
24-Sep-07 Dara W.
Mohsenian
Current Year
EPS
EPS
EPS
ACAS
American Capital : Strong Asset
Growth, Seasonally Higher Fees
Likely in 2Q, but Cutting Ests for
Expenses and Margin
American Electric Power
Rating
NEUTRAL
ARP
American Reprographics Company :OVERWEIGHT
September 2007: Nonres
Environment Remains Solid
Removing From Focus List,
Maintaining Overweight
2Q07 : In-Line Results, Mgt
Re-Affirms Forecast
August 2007: Nonres Environment
Page 11 of 225
Publish
Date
Certifying
Analyst
2-Jul-07
Michael J.
Fox
Headline
Thomas J.
Lee
26-Jul-07
26-Jul-07
10-Jul-07
9-Jul-07
William
Georges
William
Georges
William
Georges
William
Georges
Lisa Gill
26-Jul-07
Lisa Gill
26-Jul-07
Lisa Gill
Ameristar Casinos, Inc.
2-Aug-07
Harry C.
Curtis
Amgen, Inc.
Price Target Period
Begin Date End Date
Q2-07
0.4600
Q3-07
1.6600
FY07
USD
36.00
27-Nov-06
Dec-07
Q2-07
0.1200
Q3-07
0.4100
FY07
USD
*
NA
NA
AGP
AmeriGroup : Key Takeaways from
Investor Day: Growth Opportunities
Abound
AmeriGroup : 2Q EPS of $0.61 Well
Ahead of Estimates
AmeriGroup : Solid 2Q Result on
Lower MLR; Raising Estimates
AmeriGroup : Raising Estimates on
Expectations for Modestly Better
MLR
AmeriGroup : CEO McWaters to
Retire; Expect Smooth Transition to
COO Carlson - ALERT
NEUTRAL
0.6100
Q2-07
0.4900
Q3-07
2.0300
FY07
USD
*
NA
NA
NEUTRAL
0.6100
Q2-07
0.4800
Q3-07
1.8800
FY07
USD
*
NA
NA
NEUTRAL
0.6100
Q2-07
0.4900
Q3-07
2.0300
FY07
USD
*
NA
NA
NEUTRAL
0.4100
Q2-07
0.4800
Q3-07
1.8500
FY07
USD
*
NA
NA
NEUTRAL
0.4100
Q2-07
0.4800
Q3-07
1.8500
FY07
USD
*
NA
NA
AmerisourceBergen : Raising Ests
NEUTRAL
to Reflect Accelerated Share
Buyback
AmerisourceBergen : Quick Take on NEUTRAL
3Q Results - ALERT
AmerisourceBergen : Lowering Ests NEUTRAL
After 3Q Results; Maintain Neutral
0.6000
Q3-07
0.6400
Q4-07
2.4800
FY07
USD
*
NA
NA
0.6600
Q3-07
0.6900
Q4-07
2.6700
FY07
USD
*
NA
NA
0.6000
Q3-07
0.6400
Q4-07
2.5700
FY07
USD
*
NA
NA
NEUTRAL
0.3400
Q2-07
0.3800
Q3-07
1.4800
FY07
USD
*
NA
NA
Amgen Inc : New Joint Resolution to NEUTRAL
Challenge NCD - ALERT
Amgen Inc : EU ESA Proposal in
NEUTRAL
1.1200
Q2-07
1.0400
Q3-07
4.2300
FY07
USD
*
NA
NA
1.1200
Q2-07
1.0400
Q3-07
4.2300
FY07
USD
*
NA
NA
AmerisourceBergen Corp.
2-Aug-07
AMT
American Tower : In-line 2Q. RaisesOVERWEIGHT 0.0900
Bottom of 2007 Guidance. - ALERT
AMERIGROUP Corporation
24-Sep-07 William
Georges
Current Year
EPS
EPS
EPS
Remains Strong
American Reprographics Company :OVERWEIGHT 0.4300
July 2007: Nonres Environment
Remains Strong
American Tower Corporation
2-Aug-07
Rating
ABC.N
ASCA
Ameristar Casinos : 2Q Largely
Inline; Guidance Could be
Conservative. Adj. Ests.
AMGN
28-Sep-07 Geoffrey
Meacham
27-Sep-07 Geoffrey
Page 12 of 225
Publish
Date
Certifying
Analyst
Meacham
25-Sep-07 Geoffrey
Meacham
20-Sep-07 Geoffrey
Meacham
19-Sep-07 Geoffrey
Meacham
12-Sep-07 Geoffrey
Meacham
11-Sep-07 Geoffrey
Meacham
6-Sep-07 Geoffrey
Meacham
5-Sep-07 Geoffrey
Meacham
29-Aug-07 Geoffrey
Meacham
16-Aug-07 Geoffrey
Meacham
1-Aug-07 Geoffrey
Meacham
31-Jul-07 Geoffrey
Meacham
20-Jul-07
Geoffrey
Meacham
17-Jul-07
Geoffrey
Meacham
Headline
Line with Forecasts - ALERT
Amgen Inc : DAHANCA Data Not
New But Highlight Label Risk
Amgen Inc : Aranesp Not out of the
Woods Yet: Conf Call at 11am ET
on Robust Oncology Survey
Amgen Inc : ESA Oncology Survey:
Conf Call Thurs 9/20 11am - ALERT
Amgen Inc : CardioRenal Panel
Beats Low Expectations; ESA Label
Change Imminent
Amgen Inc : Morning Update on
CRDAC Proceedings - ALERT
Amgen Inc : Unattractive
Risk-Reward Ahead of CRDAC
Amgen Inc : Senate Resolution on
Reversal of the Oncology NCD, A
Positive Surprise - ALERT
Amgen Inc : Investor Meeting With
Amgen; CERA Infringes
Amgen Inc : Restructuring, Lower
Guidance Expected; Adj Ests
Amgen Inc : Assessing the Impact of
a Restrictive CMS Policy
Amgen Inc : An Upside CMS
Decision But Still Restrictive versus
Clinical Practice; Ests Unchanged,
Maintain Neutral
Amgen Inc : Amended Epo
Monitoring Policy Largely
Unchanged, A Positive - ALERT
Amgen Inc : Blue Shield Procrit
Preference a Negative Surprise
Geoffrey
Meacham
Amkor Technology, Inc.
28-Aug-07 Christopher
Blansett
1-Aug-07
Christopher
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
NEUTRAL
1.1200
Q2-07
1.0400
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0400
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0400
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0700
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0700
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0700
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0400
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0700
Q3-07
4.2300
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0900
Q3-07
4.3200
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0900
Q3-07
4.3200
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
1.0900
Q3-07
4.3200
FY07
USD
*
NA
NA
NEUTRAL
1.1000
Q2-07
1.1000
Q3-07
4.3500
FY07
USD
*
NA
NA
NEUTRAL
1.0800
Q2-07
1.0500
Q3-07
4.2400
FY07
USD
*
NA
NA
Amicus Therapeutics : 2Q Results inOVERWEIGHT -1.1700
Line: All Eyes on 2H
Q2-07
-0.4200
Q3-07
-1.8300
FY07
USD
*
NA
NA
Q2-07
0.2600
Q3-07
1.0700
FY07
USD
*
NA
NA
Q2-07
0.3500
Q3-07
1.2000
FY07
USD
*
NA
NA
Amicus Therapeutics, Inc.
8-Aug-07
Rating
FOLD
AMKR
Amkor Technology : Tight Back-EndOVERWEIGHT 0.2400
Capacity and Holiday Game
Console Sales Are Likely to Drive
Upside Surprise
Amkor Technology : C2Q07
OVERWEIGHT 0.2400
Page 13 of 225
Publish
Date
Certifying
Analyst
Headline
Blansett
Andreas
Dirnagl
7-Aug-07
Andreas
Dirnagl
Thomas
Dinges
AMR Corporation
0.2600
Q2-07
0.3200
Q3-07
1.1000
FY07
USD
*
NA
NA
NEUTRAL
0.2500
Q2-07
0.3200
Q3-07
1.1000
FY07
USD
*
NA
NA
OVERWEIGHT 0.4400
Q2-07
0.4300
Q3-07
1.7800
FY07
USD
*
NA
NA
AMR Corp. : Estimates Reduced, OVERWEIGHT 1.0800
Back To Where We Started
AMR Corp. : 60 Second Update - OVERWEIGHT 1.1200
2Q Miss, Though Not Unexpected
Q2-07
1.0100
Q3-07
2.5500
FY07
USD
*
NA
NA
Q2-07
0.7900
Q3-07
1.9000
FY07
USD
*
NA
NA
AmSurg Corp : AMSG Hires New
CEO - ALERT
AmSurg Corp : 2Q07 in Line; New
Facilities Remain Key to Growth
AmSurg Corp : Raising Estimates
for Impact of Medicare ASC Rule
APH
AMR
Jamie Baker
AmSurg Corp.
Price Target Period
Begin Date End Date
NEUTRAL
Amphenol Corp : Strength in
diversity; Adjusting Estimates
24-Sep-07 Jamie Baker
18-Jul-07
AHS
AMN Healthcare Services, Inc. :
Tough Growth Environment;
Lowering Ests; Neutral
AMN Healthcare Services, Inc. :
Solid 2Q07; But '07 Guidance
Revised Down 7-9% - ALERT
Amphenol Corporation
18-Jul-07
Current Year
EPS
EPS
EPS
Earnings - Top Line Disappoints,
But Strong GM Beat
AMN Healthcare Services, Inc.
8-Aug-07
Rating
AMSG
25-Sep-07 Andreas
Dirnagl
25-Jul-07 Andreas
Dirnagl
18-Jul-07 Andreas
Dirnagl
Anadys Pharmaceuticals, Inc.
2-Aug-07
Richard
Smith
27-Jul-07
Richard
Smith
Analog Devices, Inc.
Danely
NEUTRAL
0.3500
Q2-07
0.3500
Q3-07
1.4200
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-07
0.3400
Q3-07
1.4000
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3400
Q3-07
1.4000
FY07
USD
*
NA
NA
NEUTRAL
-0.2400
Q2-07
-0.3000
Q3-07
-1.1700
FY07
USD
*
NA
NA
NEUTRAL
-0.2800
Q2-07
-0.3000
Q3-07
-1.1700
FY07
USD
*
NA
NA
NEUTRAL
0.3800
Q3-07
0.3800
Q4-07
1.4900
FY07
USD
*
NA
NA
ANDS
Anadys Pharmaceuticals : R&D
Focus Narrowed Going Forward;
Adj. Est.
Anadys Pharmaceuticals : ANA975
Development Dropped - Not a
Surprise - ALERT
ADI
Analog Devices : Sells Wireless
Chipset Business. We Like it But
Valuation and Little Upside Keeps
Neutral Rating
Page 14 of 225
Publish
Date
Certifying
Analyst
Danely
Andrew Corporation
31-Jul-07
Kimberly
Watkins
Headline
Rating
Analog Devices : Raising Estimates
Slightly On Higher Revenue, Still
Concerned On Cyclical Margins
NEUTRAL
0.3800
Q3-07
0.3800
Q4-07
1.4700
FY07
USD
*
NA
NA
Allan J.
Cooke
NEUTRAL
0.1700
Q3-07
0.2400
Q4-07
0.5700
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07 777.0000 FY07
SAR
308.00
17-Jul-07
Jul-08
Andrew Corporation : FQ307 Wrap:
Rev Shortfall Drives $0.06 EPS
Miss; Little Risk to Stock due to
Pending CTV Tie-Up. Adj. Ests.
4-Sep-07
26-Jul-07
25-Jul-07
25-Jul-07
23-Jul-07
John
Faucher
John
Faucher
John
Faucher
John
Faucher
John
Faucher
John
Faucher
NEUTRAL
0.8700
Q2-07
0.9400
Q3-07
2.8300
FY07
USD
*
NA
NA
NEUTRAL
0.8700
Q2-07
0.9400
Q3-07
2.8300
FY07
USD
*
NA
NA
NEUTRAL
0.8700
Q2-07
0.9400
Q3-07
2.8300
FY07
USD
*
NA
NA
NEUTRAL
0.8700
Q2-07
0.9400
Q3-07
2.8300
FY07
USD
*
NA
NA
NEUTRAL
0.8700
Q2-07
0.9400
Q3-07
2.8300
FY07
USD
*
NA
NA
NEUTRAL
0.8700
Q2-07
0.9400
Q3-07
2.8300
FY07
USD
*
NA
NA
Animal Health International, Inc. : OVERWEIGHT 0.1300
4Q Results and '08 Guidance
Disappoint, But Sell-Off Overdone
Q4-07
0.1400
Q1-08
0.5200
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.2600
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.2600
FY07
USD
*
NA
NA
Annaly Capital Management, Inc.
31-Jul-07
Andrew
Wessel
31-Jul-07
Andrew
BUD
Anheuser-Busch : Glass Appears
Half Full - ALERT
Anheuser-Busch : Maybe It's Half
Full
Anheuser-Busch : Good Enough For
Now
Anheuser-Busch : Reading The
Print: What To Look For In BUD's
Q2
Anheuser-Busch : Good Enough For
Now - ALERT
Anheuser-Busch : Back To The
Basics Of Moving Boxes
Animal Health International, Inc.
18-Sep-07 Lisa Gill
Price Target Period
Begin Date End Date
ANGJ.J
AngloGold Ashanti Limited : June UNDERWEIGHT NA
quarter result below our
expectations; CEO Bobby Godsell is
retiring - ALERT
Anheuser-Busch Companies, Inc.
6-Sep-07
ANDW
AngloGold Ashanti Limited
31-Jul-07
Current Year
EPS
EPS
EPS
AHII
NLY
Annaly Capital Management : Extra OVERWEIGHT 0.3000
Strength Aspirin For The Housing
Hangover - Reiterate OW Rating ALERT
Annaly Capital Management : A
OVERWEIGHT 0.3000
Page 15 of 225
Publish
Date
Certifying
Analyst
Wessel
Aon Corporation
1-Aug-07
1-Aug-07
Headline
Aon Corporation : Growth Trends
NEUTRAL
and A&H Spin Likely Aid Valuation
Aon Corporation : Raising
NEUTRAL
EPS/Updated CICA Pro Forma Data
Q2-07
0.5600
Q3-07
2.6900
FY07
USD
*
NA
NA
0.7400
Q2-07
0.5500
Q3-07
2.7800
FY07
USD
*
NA
NA
Anthony
Paolone
NEUTRAL
0.0300
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.2900
Q3-07
1.6600
FY07
USD
*
NA
NA
Apollo Group, Inc : Looking for a
New Arrow; Initiate at Neutral
NEUTRAL
0.6200
Q4-07
0.7800
Q1-08
2.4800
FY07
USD
*
NA
NA
Apple Inc. : Apple Begins its
European iPhone Push - ALERT
Apple Inc. : Quick Take: Apple Hits
1 Million iPhone Mark - ALERT
Apple Inc. : New iPods Impressive,
But iPhone Woes Spoil the Party
Apple Inc. : Impressive New iPods
Largely Expected, Dramatic iPhone
Price Cut Surprising - ALERT
Apple Inc. : Mac Refresh Largely As
Expected
Apple Inc. : Quick Take on Q3:FY07
Results - ALERT
Apple Inc. : Solid Quarter Expected;
All Eyes on iPhone Shipments and
Component Price Trends
Apple Inc. : Our Take on the "Nano
Phone" Call from Asia
NEUTRAL
0.9200
Q3-07
0.7600
Q4-07
3.6800
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q3-07
0.7600
Q4-07
3.6800
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q3-07
0.7900
Q4-07
3.7100
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q3-07
0.7900
Q4-07
3.7100
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q3-07
0.7900
Q4-07
3.7100
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q3-07
0.7200
Q4-07
3.4600
FY07
USD
*
NA
NA
NEUTRAL
0.7400
Q3-07
0.7200
Q4-07
3.4600
FY07
USD
*
NA
NA
NEUTRAL
0.7400
Q3-07
0.7200
Q4-07
3.4600
FY07
USD
*
NA
NA
AIV
AIMCO : No major 2Q surprises;
lower core guidance/higher other
income; like the buyback
Apex Silver Mines Limited
Apple Inc.
SIL
APOL
Edward
Yruma
AAPL
18-Sep-07 Bill C. Shope
CFA
CFA
CFA
CFA
7-Aug-07
25-Jul-07
20-Jul-07
10-Jul-07
Price Target Period
Begin Date End Date
0.7400
21-Sep-07 John Bridges Apex Silver : Adjusting Earnings
16-Jul-07
AOC
Matthew
Heimermann
Matthew
Heimermann
Apollo Group, Inc.
Current Year
EPS
EPS
EPS
Stable Value in a Very Turbulent
Market - Reiterate OW Rating,
Adjusting Estimates
Apartment Investment and Management Co.
3-Aug-07
Rating
Bill C. Shope
CFA
Bill C. Shope
CFA
Bill C. Shope
CFA
Bill C. Shope
CFA
Page 16 of 225
Publish
Date
Certifying
Analyst
Headline
Applebee's International, Inc.
5-Sep-07
2-Aug-07
16-Jul-07
25-Jul-07
Tycho
Peterson
Tycho
Peterson
25-Jul-07
Tycho
Peterson
24-Jul-07
Tycho
Peterson
Tycho
Peterson
24-Jul-07
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
APPB
John Ivankoe Applebee's International : APPB UNDERWEIGHT0.3500
Comps Remain Negative, But No
Worse, Pending IHP Acquisition
John Ivankoe Applebee's International : 2Q
UNDERWEIGHT0.3500
Earnings Beat; July Trends Stable
John Ivankoe Applebee's International : APPB UNDERWEIGHT0.3000
Capitulates and Agrees to Sell Itself
for $25.50 to IHP. New Stock Price
Floor Likely Set.
Applied Biosystems Group
9-Aug-07
Rating
Q2-07
0.2600
Q3-07
1.2200
FY07
USD
*
NA
NA
Q2-07
0.2700
Q3-07
1.2000
FY07
USD
*
NA
NA
Q2-07
0.2700
Q3-07
1.2000
FY07
USD
*
NA
NA
ABI
Applied Biosystems Group : Looking
to Unlock Value?
Applied Biosystems Group : F4Q
Results In Line, 2008 Guidance
Comes As Expected - Thoughts
Ahead of the Call - ALERT
Applied Biosystems Group : Solid
F4Q Results, Guidance Leaves
Room for Upside
Applied Biosystems Group : Sum of
Parts Highlights Long-term Potential
Applied Biosystems Group : Sum of
Parts Highlights Long-term Potential
- Corrected Note supersedes any
previous versions
NEUTRAL
0.4200
Q4-08
NA
Q1-09
1.5500
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q4-07
NA
Q1-08
1.4000
FY07
USD
*
NA
NA
NEUTRAL
0.4200
Q4-08
NA
Q1-09
1.5500
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q4-07
NA
Q1-08
1.4000
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q4-07
NA
Q1-08
1.4000
FY07
USD
*
NA
NA
Applied Materials, Inc.
AMAT
Applied Materials, Inc. : F3Q07
Earnings Beat; Guidance Flat But
We See Potential For Modest
Upside; Adj Est
NEUTRAL
0.3400
Q3-07
0.3400
Q4-07
1.2700
FY07
USD
*
NA
NA
AptarGroup : Pre Call Note: 2Q07
Results and 3Q07 Guidance In-Line
NEUTRAL
0.5200
Q2-07
0.4400
Q3-07
1.7700
FY07
USD
*
NA
NA
aQuantive : 2Q'07 Results Slightly
Ahead of Estimates
NEUTRAL
0.1700
Q2-07
0.1900
Q3-07
0.7500
FY07
USD
*
NA
NA
AptarGroup, Inc.
18-Jul-07
aQuantive, Inc.
9-Aug-07
ATR
Claudia K.
Shank
AQNT
Imran Khan
Page 17 of 225
Publish
Date
Certifying
Analyst
Arbitron Inc.
20-Jul-07
19-Jul-07
17-Jul-07
2-Jul-07
Barton
Crockett
Barton
Crockett
Arch Capital Group Ltd.
26-Jul-07
Matthew
Heimermann
26-Jul-07
Matthew
Heimermann
23-Jul-07
Arbitron Inc. : Adjusting Estimates OVERWEIGHT
After 2Q07 Report
Arbitron Inc. : 2Q07 React: Early
OVERWEIGHT
PPM Rollout Costs Drive Modest
EPS Miss - ALERT
Arbitron Inc. : 2Q07 Preview: ExpectOVERWEIGHT
OK Earnings, Repo Talk
Arbitron Inc. : 8-K Suggests CCU OVERWEIGHT
Paying Close to 65% Rate Hike
Pablo E.
Zuanic
31-Jul-07
Pablo E.
Zuanic
Pablo E.
Zuanic
Pablo E.
Zuanic
9-Jul-07
Price Target Period
Begin Date End Date
0.1300
Q2-07
0.5800
Q3-07
1.4200
FY07
USD
*
NA
NA
0.1400
Q2-07
0.5800
Q3-07
1.4300
FY07
USD
*
NA
NA
0.1400
Q2-07
0.5800
Q3-07
1.4300
FY07
USD
*
NA
NA
0.1400
Q2-07
0.5800
Q3-07
1.4300
FY07
USD
*
NA
NA
2.7800
Q2-07
1.9000
Q3-07
9.1000
FY07
USD
*
NA
NA
2.7800
Q2-07
1.9000
Q3-07
9.3800
FY07
USD
*
NA
NA
0.3700
Q2-07
0.3300
Q3-07
1.3400
FY07
USD
*
NA
NA
0.5900
Q4-08
0.6600
Q1-09
2.5400
FY07
USD
*
NA
NA
0.7500
Q4-08
NA
Q1-09
2.6900
FY07
USD
*
NA
NA
0.6100
Q4-07
0.6300
Q1-08
2.4100
FY07
USD
*
NA
NA
0.6100
Q4-07
0.6300
Q1-08
2.4100
FY07
USD
*
NA
NA
0.6500
Q4-07
0.6200
Q1-08
2.5500
FY07
USD
*
NA
NA
0.1200
Q2-07
0.2100
Q3-07
0.7500
FY07
USD
*
NA
NA
ACI
John Bridges Arch Coal : Quick Q2'07: Guiding
down estimates for 2007; negative ALERT - Corrected Alert
4-Sep-07
27-Jul-07
Current Year
EPS
EPS
EPS
ACGL
Arch Capital Group, Ltd. : 2Q EPS
NEUTRAL
Higher; Helped By Buybacks +
Taxes
Arch Capital Group, Ltd. : Raising
NEUTRAL
EPS Estimates to Reflect 2Q Trends
& Buybacks
Archer Daniels Midland Company
30-Jul-07
Rating
ARB
Barton
Crockett
Barton
Crockett
Arch Coal, Inc.
Headline
Pablo E.
Zuanic
Archstone-Smith Trust
10-Sep-07 Anthony
Paolone
NEUTRAL
ADM
Archer-Daniels-Midland : Snippets OVERWEIGHT
From Farm Progress Show &
Meeting with Mgmt
Archer-Daniels-Midland : An UpdateOVERWEIGHT
on Divisional Trends
Archer-Daniels-Midland : 4Q
OVERWEIGHT
Results; Quick Take - ALERT
Archer-Daniels-Midland : Ethanol OVERWEIGHT
Concerns Overdone; Attractive
Valuation
Archer-Daniels-Midland : Updating OVERWEIGHT
Estimates
ASN
Archstone-Smith : Model Adjustment NEUTRAL
Page 18 of 225
Publish
Date
Certifying
Analyst
30-Aug-07 Anthony
Paolone
15-Aug-07 Anthony
Paolone
6-Aug-07 Anthony
Paolone
2-Aug-07
Anthony
Paolone
Headline
Archstone-Smith : Files with
European Commission - part of
process to close
Archstone-Smith : ASN Investors:
Put FDC On Your Screen
Archstone-Smith : Amends
agreement, pushes timing back a
month, but reiterates $60.75/share
consideration
Archstone-Smith : Likelihood of deal
closing is better than the 50/50 stock
suggests; we would be buyers
6-Aug-07
Richard
Smith
12-Jul-07
Richard
Smith
Ariba, Inc.
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
NEUTRAL
0.1200
Q2-07
0.2100
Q3-07
0.7500
FY07
USD
*
NA
NA
NEUTRAL
0.3000
Q2-07
0.2100
Q3-07
0.7500
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.2100
Q3-07
0.7500
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.2100
Q3-07
0.7500
FY07
USD
*
NA
NA
Ariad Pharmaceuticals : Phase III OVERWEIGHT -0.2500
Sarcoma Trial Initiated; Timing as
Expected - ALERT
Ariad Pharmaceuticals : In line 2Q07OVERWEIGHT -0.2500
Results; Sarcoma Ph3 Begins Sep;
Adj Est.
Ariad Pharmaceuticals : Impressive OVERWEIGHT -0.2500
'573 Deal, but Near Term Data Flow
Limited; Adj. Est.
Q2-07
-0.2500
Q3-07
-0.9900
FY07
USD
*
NA
NA
Q2-07
-0.2600
Q3-07
-1.0300
FY07
USD
*
NA
NA
Q2-07
-0.2600
Q3-07
-1.0300
FY07
USD
*
NA
NA
Ariba, Inc : Acquires Procuri to move
UNDERWEIGHT0.0800
into SMB
Ariba, Inc : Banking On The
UNDERWEIGHT0.0800
Subscription Transition, Adjusting
Estimates
Q3-07
0.0700
Q4-07
0.3700
FY07
USD
*
NA
NA
Q3-07
0.0900
Q4-07
0.4100
FY07
USD
*
NA
NA
Ariad Pharmaceuticals, Inc.
24-Sep-07 Richard
Smith
Rating
ARIA
ARBA
21-Sep-07 P. Sterling
Auty II
26-Jul-07 P. Sterling
Auty II
Arkansas Best Corporation
26-Jul-07
Thomas R.
Wadewitz
25-Jul-07
Thomas R.
Wadewitz
16-Jul-07
Thomas R.
Wadewitz
ABFS
Arkansas Best : Solid Cost Control
in Upside 2Q But Pricing Cloud
Remains Dark
Arkansas Best : Upside 2Q on Cost
Control; LTL Market Remains
Challenging - ALERT
Arkansas Best : LTL Market Risk
Offsets Pension Opportunity;
Assuming Coverage and Upgrading
to Neutral
NEUTRAL
0.7800
Q2-07
0.8600
Q3-07
2.4000
FY07
USD
*
NA
NA
NEUTRAL
0.6800
Q2-07
0.8600
Q3-07
2.4000
FY07
USD
*
NA
NA
NEUTRAL
0.7000
Q2-07
0.9700
Q3-07
2.6800
FY07
USD
*
NA
NA
Page 19 of 225
Publish
Date
Certifying
Analyst
Headline
Arlington Tankers Limited
25-Jul-07
Jonathan
Chappell
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
ATB
0.3300
Q2-07
0.3600
Q3-07
1.3800
FY07
USD
*
NA
NA
Array BioPharma Inc.
ARRY
24-Sep-07 Richard
Smith
Array BioPharma : Celgene
OVERWEIGHT -0.4800
Partnership Attests to Array's
Productivity - ALERT
Array BioPharma : Financial
OVERWEIGHT -0.4200
Guidance for FY08 provided;
Partnership on Track for 2007; Adj.
Est.
Array BioPharma : Fiscal 4Q07
OVERWEIGHT -0.4200
Results in Line; Pipeline Continues
to Advance - ALERT
Q4-08
NA
Q1-09
-1.8600
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
-1.5600
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
-1.5600
FY07
USD
*
NA
NA
Q2-07
0.2200
Q3-07
0.8700
FY07
USD
*
NA
NA
Q2-07
0.2200
Q3-07
0.8700
FY07
USD
*
NA
NA
Q2-07
0.2200
Q3-07
0.8700
FY07
USD
*
NA
NA
Q2-07
0.7900
Q3-07
3.3100
FY07
USD
*
NA
NA
7-Aug-07
Richard
Smith
6-Aug-07
Richard
Smith
Arris Group, Inc.
Arlington Tankers, Ltd. : Lowering
Est. Modestly After In-Line 2Q
Results
ARRS
24-Sep-07 Ehud A.
Gelblum Ph
D
24-Sep-07 Ehud A.
Gelblum Ph
D
26-Jul-07 Ehud A.
Gelblum Ph
D
Arrow Electronics, Inc.
25-Jul-07
Thomas
Dinges
Aruba Networks, Inc.
5-Sep-07
NEUTRAL
Ehud A.
Gelblum Ph
D
29-Aug-07 Ehud A.
Gelblum Ph
D
ARRIS Group : To Acquire C-COR
NEUTRAL 0.2200
in Consolidation of Cable Pureplays;
First Take at Least Earnings Neutral
ARRIS Group : Downgrading to
NEUTRAL 0.2200
Neutral on Muted Near-Term Trends
and Acquisition Uncertainty
ARRIS Group : Q207 Wrap: Firing OVERWEIGHT 0.2200
on All Cylinders But Shifting Mix
Dampens Margin Appreciation,
Raising Ests.
ARW
Arrow Electronics : No big surprises OVERWEIGHT 0.8100
here
ARUN
Aruba Networks : Notes from
Meeting with Management; Reit
Neutral
Aruba Networks : Q4 Wrap: Slight
Beat and Inline Guidance Leave
Stock Still Fully Valued; Reiterate
Neutral
NEUTRAL
0.0800
Q4-08
0.0900
Q1-09
0.2100
FY07
USD
*
NA
NA
NEUTRAL
0.0800
Q4-08
0.0800
Q1-09
0.2000
FY07
USD
*
NA
NA
Page 20 of 225
Publish
Date
Certifying
Analyst
Headline
Asbury Automotive Group, Inc.
27-Jul-07
Edward
Yruma
Ashland Inc.
2-Aug-07
2-Aug-07
Q2-07
0.6500
Q3-07
2.2600
FY07
USD
*
NA
NA
Ashland Inc. : We Reduce Estimates NEUTRAL
1.1100
Q3-07
1.0800
Q4-07
3.8500
FY07
USD
*
NA
NA
Ashland Inc. : July Business Trends: NEUTRAL
Valvoline Performs
Ashland Inc. : We Raise Our EPS
NEUTRAL
Estimates
1.1100
Q3-07
1.0800
Q4-07
3.8500
FY07
USD
*
NA
NA
1.1100
Q3-07
1.1400
Q4-07
3.6500
FY07
USD
*
NA
NA
NEUTRAL
1.2400
Q2-07
1.1800
Q3-07
5.1200
FY07
USD
*
NA
NA
NEUTRAL
1.2400
Q2-07
1.1800
Q3-07
5.1200
FY07
USD
*
NA
NA
Assured Guaranty Ltd. : 2Q Result UNDERWEIGHT0.6800
Beats the Estimate due to Release
of a Loss Reserve - Adjusting
Estimates
Assured Guaranty Ltd. : 2Q
UNDERWEIGHT0.6800
Earnings In-Line ex Reserve
Release - ALERT
Q2-07
0.6100
Q3-07
2.4900
FY07
USD
*
NA
NA
Q2-07
0.6100
Q3-07
2.4900
FY07
USD
*
NA
NA
ASYST Technologies Inc : F1Q08 UNDERWEIGHT0.0600
Earnings Beat On GM But Bookings
Were Down; Guidance Flat; Adj Est
Q1-08
0.1300
Q2-08
0.5300
FY07
USD
*
NA
NA
AT&T Inc. : Strong Results in
Wireless and Enterprise
AT&T Inc. : 2Q07 Quick Take ALERT
AT&T Inc. : Second-Quarter 2007
Preview - ALERT
OVERWEIGHT 0.7000
Q2-07
0.6900
Q3-07
2.7000
FY07
USD
*
NA
NA
OVERWEIGHT 0.6700
Q2-07
0.6900
Q3-07
2.7000
FY07
USD
*
NA
NA
OVERWEIGHT 0.6700
Q2-07
0.6900
Q3-07
2.7000
FY07
USD
*
NA
NA
AGO
Asyst Technologies, Inc.
25-Jul-07
24-Jul-07
23-Jul-07
ABG
Assurant, Inc. : Preliminary Analysis
of 2Q07 Results
Assurant, Inc. : Specialty Property
Drove EPS Upside; Strong Sales
Andrew
Wessel
Jay Deahna
AT&T Inc.
Price Target Period
Begin Date End Date
Asbury Automotive Group, Inc. : 2Q:UNDERWEIGHT0.6600
Earnings Engine Stalling
Assured Guaranty Ltd.
3-Aug-07
AIZ
Jimmy
Bhullar
Jimmy
Bhullar
15-Aug-07 Andrew
Wessel
9-Aug-07
Current Year
EPS
EPS
EPS
ASH
Zekauskas
Zekauskas
Zekauskas
Assurant, Inc.
Rating
ASYT
T
Jonathan
Chaplin
Jonathan
Chaplin
Jonathan
Chaplin
AtheroGenics, Inc.
AGIX
Page 21 of 225
Publish
Date
Certifying
Analyst
5-Sep-07
Richard
Smith
27-Jul-07
Richard
Smith
ATMI, Inc.
25-Jul-07
Headline
Rating
AtheroGenics : Additional AGI-1067
Data from ARISE are Incremental ALERT
AtheroGenics : 2Q07 Results:
ANDES to Start Shortly; Adj. Est.
NEUTRAL
-0.1600
Q2-07
-0.4300
Q3-07
-1.6100
FY07
USD
*
NA
NA
NEUTRAL
0.0900
Q2-07
-0.4300
Q3-07
-1.6100
FY07
USD
*
NA
NA
8-Aug-07
Glenn B.
Mullin
Glenn B.
Mullin
Audible, Inc.
3-Aug-07
Autodesk, Inc.
Autoliv Inc.
26-Jul-07
ATMI Inc : C2Q07 Earnings - SDS3
Product Sales Drive Strong
Revenue Growth; Adj Ests.
NEUTRAL
0.2600
Q2-07
0.2900
Q3-07
1.1100
FY07
USD
*
NA
NA
NEUTRAL
-0.1300
Q3-07
NA
Q4-07
1.9000
FY07
USD
*
NA
NA
NEUTRAL
-0.1300
Q3-07
NA
Q4-07
1.9000
FY07
USD
*
NA
NA
Audible, Inc. : 2Q07 Wrap: EarningsUNDERWEIGHT-0.0100
Upside, Sub Metrics Weak. Adj.
Ests.
Q2-07
-0.0100
Q3-07
-0.0900
FY07
USD
*
NA
NA
Autodesk : Inline Q2, Better Outlook
for 2H; Adjusting Est.
0.4400
Q2-08
0.4500
Q3-08
1.8800
FY07
USD
*
NA
NA
Autoliv : Full-yr. Margin Guidance OVERWEIGHT 0.8900
Achievable
Autoliv : Q2 Upside on Margin; Q3 OVERWEIGHT 0.8900
Guidance Soft vs. Consensus ALERT
Q2-07
0.7200
Q3-07
3.8000
FY07
USD
*
NA
NA
Q2-07
0.7200
Q3-07
3.8000
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
NA
FY07
USD
*
NA
NA
Q4-07
0.4400
Q1-08
1.8400
FY07
USD
*
NA
NA
ATO
Atmos Energy : F2007 Low End of
Guidance Expected
Atmos Energy : F3Q07 Under
Performance: Negative Outlook ALERT
ADSK
NEUTRAL
ALV
Himanshu
Patel
Himanshu
Patel
Automatic Data Processing
21-Sep-07 Tien-Tsin
Huang
31-Jul-07
Price Target Period
Begin Date End Date
ADBL
Barton
Crockett
17-Aug-07 P. Sterling
Auty II
27-Jul-07
ATMI
Christopher
Blansett
Atmos Energy Corporation
9-Aug-07
Current Year
EPS
EPS
EPS
Tien-Tsin
Huang
ADP
Automatic Data Processing :
OVERWEIGHT NA
Updating '08 Estimates, Publishing
'09
Automatic Data Processing : F4Q OVERWEIGHT 0.3700
First Look: FY08 Outlook Better than
Expected - ALERT
Page 22 of 225
Publish
Date
Certifying
Analyst
AutoNation, Inc.
27-Jul-07
Headline
1-Aug-07
AutoNation : 2Q: Buckle Your
Seatbelts
Price Target Period
Begin Date End Date
0.3800
Q2-07
0.4000
Q3-07
1.6000
FY07
USD
*
NA
NA
Anthony
Paolone
Anthony
Paolone
AvalonBay Communities : Model
OVERWEIGHT 0.6100
Adjustment
AvalonBay Communities : 2Q beats;OVERWEIGHT 0.6100
core was strong but guidance
suggests potential 2H drop-off
David Silver
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
OVERWEIGHT 0.3800
Q2-07
0.4500
Q3-07
1.5000
FY07
USD
*
NA
NA
OVERWEIGHT 1.0200
Q2-07
0.8800
Q3-07
3.7500
FY07
USD
72.00
24-Aug-07
Aug-08
Avery Dennison : It Gets Sticky: We OVERWEIGHT 1.0200
Lower Estimates
Avery Dennison : We Add Avery to OVERWEIGHT 1.0200
the Focus List: Set a $72 Target
Avery Dennison : We Upgrade AVY OVERWEIGHT 1.0200
to Overweight from Neutral
Q2-07
0.9800
Q3-07
3.9000
FY07
USD
72.00
24-Aug-07
Aug-08
Q2-07
0.9800
Q3-07
3.9000
FY07
USD
72.00
24-Aug-07
Aug-08
Q2-07
1.0900
Q3-07
4.1000
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.4100
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.3800
FY07
USD
*
NA
NA
AVR
Aventine Renewable Energy
Holdings Inc. : AVR Reports
Above-Consensus 2Q:07 EPS Positive - ALERT
Avery Dennison Corporation
Zekauskas
Zekauskas
Zekauskas
Zekauskas
NEUTRAL
AVB
Aventine Renewable Energy Holdings, Inc.
1-Aug-07
Current Year
EPS
EPS
EPS
AN
Edward
Yruma
AvalonBay Communities, Inc.
9-Aug-07
Rating
AVY
Avery Dennison : Saving Grace
Avid Technology, Inc.
AVID
27-Jul-07
Paul Coster
25-Jul-07
Paul Coster
Avid Technology : 2Q Results: A UNDERWEIGHT0.2000
Skeptical View; Adj Ests
Avid Technology : 2Q07 Preview; UNDERWEIGHT0.1300
Adjusting Ests. Skeptical.
Avista Corporation
2-Aug-07
Nikki
Edgecombe
1-Aug-07
Nikki
Edgecombe
AVA
Avista Corp : Earnings Stability
Ahead; Revising 2007 and 2008
Estimates
Avista Corp : Cuts 2007 Outlook on
Weak Marketing & Trading Results ALERT
NEUTRAL
0.2600
Q2-07
NA
Q3-07
1.4500
FY07
USD
*
NA
NA
NEUTRAL
0.3000
Q2-07
NA
Q3-07
1.4500
FY07
USD
*
NA
NA
Page 23 of 225
Publish
Date
Certifying
Analyst
Avnet, Inc.
8-Aug-07
19-Jul-07
Headline
19-Jul-07
Aaron M.
Schwartz
16-Jul-07
Aaron M.
Schwartz
Avnet, Inc : Growth stock (Value
Priced); Adjusting Estimates
Avnet, Inc : Another one found as
the consolidation spree continues
AVX Corporation
Q4-07
0.7200
Q1-08
2.7000
FY07
USD
*
NA
NA
OVERWEIGHT 0.7400
Q4-07
0.7200
Q1-08
2.7000
FY07
USD
*
NA
NA
Avocent : Inline Q2 Should Provide UNDERWEIGHT0.4100
a Relief; Core Business Still Faces a
Headwind
Avocent : We Expect an Inline Q2 UNDERWEIGHT0.4100
and Will Look for Signs of
Stabilization
Q2-07
0.5000
Q3-07
1.7600
FY07
USD
*
NA
NA
Q2-07
0.5000
Q3-07
1.7600
FY07
USD
*
NA
NA
AVX Corporation : Deal's done
UNDERWEIGHT0.2300
Q1-08
0.2300
Q2-08
0.9100
FY07
USD
*
NA
NA
AVX Corporation : Made it to the
Finish line, but barely
UNDERWEIGHT0.2300
Q1-08
0.2300
Q2-08
0.9100
FY07
USD
*
NA
NA
AVX
Matthew
Heimermann
Matthew
Heimermann
Michael K.
LaMotte
Michael K.
LaMotte
Ball Corporation
26-Jul-07
NEUTRAL
1.5400
Q2-07
1.2500
Q3-07
5.5000
FY07
USD
*
NA
NA
NEUTRAL
1.4500
Q2-07
1.2500
Q3-07
5.5000
FY07
USD
*
NA
NA
Baker Hughes, Inc. : The Waiting
Game
Baker Hughes, Inc. : BHI
pre-announces miss (~$0.10) on
Canadian weakness, tax rate ALERT
OVERWEIGHT 1.1200
Q2-07
1.2400
Q3-07
4.8500
FY07
USD
*
NA
NA
OVERWEIGHT 1.2200
Q2-07
1.3300
Q3-07
5.1500
FY07
USD
*
NA
NA
Ball Corp. : Solid Q2; Maintaining
Estimates
OVERWEIGHT 1.0300
Q2-07
1.0400
Q3-07
3.5000
FY07
USD
*
NA
NA
UNDERWEIGHT0.1600
Q4-07
NA
Q1-08
0.4000
FY07
USD
*
NA
NA
BHI
BLL
Claudia K.
Shank
Bally Technologies Inc.
22-Aug-07 Harry C.
AXS
Axis Capital Holdings, Ltd. :
Increasing EPS For 2Q Results
Axis Capital Holdings, Ltd. : 2Q
Helped By Development, Offsetting
Floods and NII
Baker Hughes Incorporated
13-Jul-07
Price Target Period
Begin Date End Date
OVERWEIGHT 0.7400
Axis Capital Holdings Limited
30-Jul-07
AVCT
25-Sep-07 Thomas
Dinges
26-Jul-07 Thomas
Dinges
7-Aug-07
Current Year
EPS
EPS
EPS
AVT
Thomas
Dinges
Thomas
Dinges
Avocent Corporation
8-Aug-07
Rating
BYI
Bally Technologies, Inc. :
Page 24 of 225
Publish
Date
Certifying
Analyst
Curtis
Headline
JUAN
PARTIDA
20-Jul-07
Vivek Juneja
5-Jul-07
Vivek Juneja
13-Jul-07
Barnes & Noble, Inc.
8-Aug-07
Adam
Greene
9-Aug-07
Q3-07
1.4900
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
4.8600
FY07
USD
*
NA
NA
Q2-07
1.1800
Q3-07
4.8000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
4.8700
FY07
USD
*
NA
NA
Q3-07
0.6700
Q4-07
2.6400
FY07
USD
*
NA
NA
Q3-07
0.6900
Q4-07
2.7100
FY07
USD
*
NA
NA
Q2-08
-0.1600
Q3-08
1.9000
FY07
USD
*
NA
NA
Q2-07
0.6900
Q3-07
3.0900
FY07
USD
*
NA
NA
Q2-07
0.6000
Q3-07
2.3000
FY07
USD
*
NA
NA
BRL
Barr Pharmaceuticals : Instilling
OVERWEIGHT 0.7900
Confidence With Strong 2Q Results
Basic Energy Services, Inc
NA
BKS
Barnes & Noble, Inc : Solid 2Q;
OVERWEIGHT 0.1300
Fundamentals Better in 2H; Raising
Ests
Barr Pharmaceuticals, Inc.
Q2-07
BKUNA
John Pancari BankUnited Financial Corp. : FY3Q OVERWEIGHT 0.6200
Call Follow-Up: Remain Confident in
Upside Potential
John Pancari BankUnited Financial Corp. :
OVERWEIGHT 0.6700
Preannounced Lower Loan Sale
Gains & Higher NPAs, But Low
NCOs Support Overweight
23-Aug-07 Nancy Hoch
Price Target Period
Begin Date End Date
BAC
Bank of America : CFC Stake
OVERWEIGHT 1.3000
Financial Investment Near Term,
Long Term Option?
Bank of America : 2Q: Consumer OVERWEIGHT 1.3000
Weak But Strong Cap Mkts, GWM Corrected Note supersedes any
previous versions
Bank of America : Trimming
OVERWEIGHT NA
Estimates
BankUnited Financial Corporation
27-Jul-07
BLX
BLADEX : 2Q07 Preview: OperatingUNDERWEIGHT NA
Performance Should Improve
Bank of America Corporation
23-Aug-07 Vivek Juneja
Current Year
EPS
EPS
EPS
Turnaround Progressing Well, FY:08
Guidance Well Above Expectations
Banco Latinoamericano de Exportaciones
18-Jul-07
Rating
BAS
Kevin Pollard Basic Energy Services, Inc. :
Attractive Valuation, but No Catalyst
in Sight; Lowering Estimates
NEUTRAL
0.5200
Page 25 of 225
Publish
Date
Certifying
Analyst
Baxter International Inc.
20-Jul-07
19-Jul-07
Michael N.
Weinstein
Michael N.
Weinstein
Rating
Current Year
EPS
EPS
EPS
Steven
Alexopoulos
Price Target Period
Begin Date End Date
BAX
Baxter Intl : 2Q in Review; Raising OVERWEIGHT 0.7200
Numbers
Baxter Intl : Early Read on 2Q
OVERWEIGHT 0.6700
Results
BB&T Corporation
19-Jul-07
Headline
Q2-07
0.6600
Q3-07
2.6700
FY07
USD
*
NA
NA
Q2-07
0.6600
Q3-07
2.6300
FY07
USD
*
NA
NA
BBT
NEUTRAL
0.8400
Q2-07
0.8500
Q3-07
3.3500
FY07
USD
*
NA
NA
NEUTRAL
0.1400
Q2-07
0.1300
Q3-07
0.5300
FY07
USD
*
NA
NA
NEUTRAL
0.1400
Q2-07
0.1300
Q3-07
0.5300
FY07
USD
*
NA
NA
Beacon Roofing Supply : 3Q
Reported Below Our and the
Street's Estimate, Driven by Lower
Margins; Lowering Estimates
NEUTRAL
0.3400
Q3-07
0.2500
Q4-07
0.6500
FY07
USD
*
NA
NA
BearingPoint : 1Q07 10Q: Mixed as
Expected but Lack of 2/3Q
Commentary May Cause Concern
NEUTRAL
0.1000
Q2-07
0.1000
Q3-07
0.3900
FY07
USD
*
NA
NA
Beckman Coulter, Inc.
BEC
1-Aug-07
Tycho
Peterson
0.7600
Q2-07
0.7700
Q3-07
3.2100
FY07
USD
*
NA
NA
1-Aug-07
Tycho
Peterson
Beckman Coulter : Strong Sales, but NEUTRAL
Product Mix and Hematology
Competition Pressure Margins ALERT
Beckman Coulter : Gross Margins
NEUTRAL
Concerns Appear Short Term
0.7500
Q2-07
0.7700
Q3-07
3.1900
FY07
USD
*
NA
NA
0.9800
Q3-07
0.9700
Q4-07
3.8300
FY07
USD
*
NA
NA
BEA Systems, Inc.
BEAS
12-Sep-07 Adam Holt
9-Aug-07
BEA Systems : Leverage in Model
Apparent, License Growth Story Still
Distant
BEA Systems : Q2 May Be Tough;
Valuation Protects Downside
Adam Holt
Beacon Roofing Supply
8-Aug-07
Michael
Rehaut
BearingPoint, Inc.
BB&T Corporation : 2Q07 Post Call
Comments; 2Q a Mixed Bag;
Maintain Neutral
BECN
BE
10-Sep-07 Tien-Tsin
Huang
Becton, Dickinson and Co.
8-Aug-07
Michael N.
Weinstein
BDX
Becton, Dickinson & Co : Good
News for GeneOhm; Litigation
Overhang Removed
NEUTRAL
Page 26 of 225
Publish
Date
Certifying
Analyst
27-Jul-07
Michael N.
Weinstein
Headline
Becton, Dickinson & Co : Solid
F3Q07; Raising Estimates
Stephen
Chick
NEUTRAL
Current Year
EPS
EPS
EPS
0.9700
Q4-07
3.7900
FY07
USD
*
NA
NA
Bed Bath & Beyond : Christmas
UNDERWEIGHT0.5400
Tree Shops Update - Underweight
Q2-08
0.5300
Q3-08
2.2000
FY07
USD
*
NA
NA
Q2-07
0.5800
Q3-07
2.0400
FY07
USD
*
NA
NA
Q2-07
0.5800
Q3-07
2.0400
FY07
USD
*
NA
NA
Best Buy : Q207 Review; Adj Ests UNDERWEIGHT0.4600
Q2-08
0.3500
Q3-08
2.9000
FY07
USD
*
NA
NA
Best Buy : Adj Ests - Underweight UNDERWEIGHT0.4800
Q2-08
0.3200
Q3-08
2.7500
FY07
USD
*
NA
NA
BBBY
BMS
31-Jul-07
Claudia K.
Shank
31-Jul-07
Claudia K.
Shank
Bemis Co. : 2Q Miss and FY07
UNDERWEIGHT0.5100
Guidance Lowered - Pre Call Note ALERT
Bemis Co. : Working to "Bring HomeUNDERWEIGHT0.5100
the Bacon" in 2008; Adj Ests.
BBY
18-Sep-07 Stephen
Chick
16-Jul-07 Stephen
Chick
Big 5 Sporting Goods Corporation
16-Jul-07
Price Target Period
Begin Date End Date
Q3-07
Bemis Company, Inc.
Best Buy Co., Inc.
0.9800
Bed Bath & Beyond Inc.
17-Jul-07
Rating
Nancy Hoch
BGFV
Big 5 Sporting Goods Corporation :
Adjusting Estimates
NEUTRAL
0.3300
Q2-07
0.3900
Q3-07
1.5400
FY07
USD
*
NA
NA
29-Aug-07 Charles
Grom
24-Aug-07 Charles
Grom
Big Lots, Inc. : Impressive 2Q But
Concerns Remain, Neutral
Big Lots, Inc. : 2Q Look - Big
Orange Squeeze On Tap?
NEUTRAL
0.1300
Q2-08
0.1200
Q3-08
1.3300
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-08
0.1200
Q3-08
1.2900
FY07
USD
*
NA
NA
BioFuel Energy Corp.
BIOF
14-Aug-07 David Silver
BioFuel Energy Corp. : NEUTRAL - OVERWEIGHT--0.0600 Q2-07
BIOF Reports Second Quarter
Results - ALERT
BioFuel Energy Corp. : We See
OVERWEIGHT -0.0600 Q2-07
Room for Valuation to Grow; Initiate
at Overweight
-0.1000
Q3-07
-0.3000
FY07
USD
*
NA
NA
-0.1000
Q3-07
-0.3000
FY07
USD
*
NA
NA
Biogen Idec : PML Speculation
Creates Buying Opportunity -
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
Big Lots, Inc.
25-Jul-07
BIG
David Silver
Biogen Idec Inc.
BIIB
14-Sep-07 Geoffrey
Meacham
OVERWEIGHT 0.7000
Q2-07
Page 27 of 225
Publish
Date
Certifying
Analyst
12-Sep-07 Geoffrey
Meacham
6-Sep-07 Geoffrey
Meacham
Headline
Rating
ALERT
Biogen Idec : OW Thesis Intact AfterOVERWEIGHT
Mgmt Mtg; Still a Top Pick
Biogen Idec : OW Thesis Intact:
OVERWEIGHT
Bullish 2007-10 Guidance Well
Above the Street
Biogen Idec : Avonex Price IncreaseOVERWEIGHT
Suggests Upside 07 Sales Potential
- ALERT
Biogen Idec : Crohn's Panel Votes OVERWEIGHT
Yes For Tysabri
Biogen Idec : Liver Injury Slides Not OVERWEIGHT
a Concern; Rather A Buying
Opportunity - ALERT
Biogen Idec : Tysabri Crohn's Panel:OVERWEIGHT
Impact Limited Either Way
Biogen Idec : 2Q07 Shows
OVERWEIGHT
Continued MS Franchise Growth;
Expect Upside Going Forward
Biogen Idec : A NICE Holiday
OVERWEIGHT
Surprise for Tysabri
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
0.7000
Q2-07
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
0.7000
Q2-07
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
0.7000
Q2-07
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
0.7000
Q2-07
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
0.7000
Q2-07
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
0.7000
Q2-07
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
0.7000
Q2-07
0.6200
Q3-07
2.7000
FY07
USD
*
NA
NA
0.6300
Q2-07
0.7500
Q3-07
2.6600
FY07
USD
*
NA
NA
13-Sep-07 Kevin Pollard BJ Services Company : Still Too UNDERWEIGHT0.5700
Early; Assuming Coverage Maintain
UW Rating
25-Jul-07 Michael K.
BJ Services Company : Still Too UNDERWEIGHT0.5700
LaMotte
Early to Call the Turn in Pumping.
Adj. Ests.
BJ Services Company : Any Relief UNDERWEIGHT NA
LaMotte
Rally (Short Covering) Should Fade
with Gas Below $6/Mcf - ALERT
Q3-07
NA
Q4-07
2.4000
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
2.1200
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
2.1300
FY07
USD
*
NA
NA
0.4600
Q2-08
0.3100
Q3-08
1.7100
FY07
USD
*
NA
NA
0.4600
Q2-08
0.3100
Q3-08
1.6800
FY07
USD
*
NA
NA
0.4100
Q2-08
0.3100
Q3-08
1.6600
FY07
USD
*
NA
NA
0.4100
Q2-08
0.3100
Q3-08
1.6600
FY07
USD
*
NA
NA
22-Aug-07 Geoffrey
Meacham
1-Aug-07
30-Jul-07
26-Jul-07
25-Jul-07
3-Jul-07
Geoffrey
Meacham
Geoffrey
Meacham
Geoffrey
Meacham
Geoffrey
Meacham
Geoffrey
Meacham
BJ Services Company
BJS
BJ's Wholesale Club, Inc.
17-Sep-07 Charles
Grom
22-Aug-07 Charles
Grom
21-Aug-07 Charles
Grom
20-Aug-07 Charles
Grom
BJ
BJ's Wholesale Club : Update,
OVERWEIGHT
Catalysts, Turnaround, Overweight
BJ's Wholesale Club : 2Q >
OVERWEIGHT
Expectations, Staying Power,
Overweight
BJ's Wholesale Club : Impressive OVERWEIGHT
2Q, Clean Beat With Margin Upside,
OW
BJ's Wholesale Club : 2Q Look:
OVERWEIGHT
Solid Core Comp = Clean Q,
Overweight
Page 28 of 225
Publish
Date
Certifying
Analyst
17-Aug-07 Charles
Grom
17-Jul-07
11-Jul-07
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Q2-08
0.3100
Q3-08
1.6600
FY07
USD
*
NA
NA
Q2-08
0.3100
Q3-08
1.6500
FY07
USD
*
NA
NA
Q2-08
0.3100
Q3-08
1.6500
FY07
USD
*
NA
NA
NA
Q2-07
NA
Q3-07
0.8200
FY07
USD
*
NA
NA
NA
Q2-07
NA
Q3-07
0.8200
FY07
USD
*
NA
NA
Q2-07
-0.0500
Q3-07
-0.2800
FY07
USD
*
NA
NA
Q2-07
-0.0500
Q3-07
-0.2800
FY07
USD
*
NA
NA
Q2-07
-0.0500
Q3-07
-0.2500
FY07
USD
*
NA
NA
Q2-07
-0.0500
Q3-07
-0.2500
FY07
USD
*
NA
NA
Q2-07
-0.0100
Q3-07
-0.5700
FY07
USD
*
NA
NA
Q2-07
-0.0100
Q3-07
-0.5700
FY07
USD
*
NA
NA
Q2-07
-0.0100
Q3-07
-0.5700
FY07
USD
*
NA
NA
Q2-07
0.1700
Q3-07
0.6300
FY07
USD
*
NA
NA
Q2-07
0.1700
Q3-07
0.6300
FY07
USD
*
NA
NA
BLKB
7-Aug-07
Adam Holt
12-Jul-07
Adam Holt
Blockbuster Inc.
Blackbaud Inc : Strong Q2; BLKB OVERWEIGHT
Pulls In eTapestry for SaaS Solution
Blackbaud Inc : Another Strong
OVERWEIGHT
Quarter Sets Stage for Second Half
BBI.N
25-Sep-07 Barton
Crockett
28-Aug-07 Barton
Crockett
17-Aug-07 Barton
Crockett
9-Aug-07 Barton
Crockett
27-Jul-07 Barton
Crockett
26-Jul-07 Barton
Crockett
25-Jul-07
Rating
BJ's Wholesale Club : More Than OVERWEIGHT 0.4100
Just A Good LBO Prospect,
Overweight
BJ's Wholesale Club : Baby Steps, OVERWEIGHT 0.4000
Raising 2Q EPS Est's, Overweight
BJ's Wholesale Club : Round #3 - OVERWEIGHT 0.4000
Under the Boss's Watchful Eye
Charles
Grom
Charles
Grom
Blackbaud, Inc.
Headline
Barton
Crockett
Blockbuster Inc. : MOVI Store
OVERWEIGHT -0.6000
Closures: More To Come? - ALERT
Blockbuster Inc. : MOVI Lenders
OVERWEIGHT -0.6000
Extend Forbearance Agreement ALERT
Blockbuster Inc. : Rent, Possibly to OVERWEIGHT -0.6000
Own, Upgrade to OW, Adj. Ests.
Blockbuster Inc. : Movielink Deal
NEUTRAL -0.6000
Counters Netflix Feature - ALERT
Blockbuster Inc. : 2Q07 Wrap: Total NEUTRAL -0.6000
Access Modified, Adj Ests
Blockbuster Inc. : 2Q07 React: Not
NEUTRAL -0.4900
Pretty, Could Have Been Worse ALERT
Blockbuster Inc. : 2Q07 Preview:
NEUTRAL -0.4900
Could be Ugly, Mitigated by Low
Expectations
Blount International, Inc.
3-Aug-07
Curtis
Woodworth
2-Aug-07
Curtis
Woodworth
BLT
Blount International : Solid 2Q Beat OVERWEIGHT 0.2300
Driven By International Sales and
Improvement at IPEG; Raising
Estimates
Blount International : Solid Beat of OVERWEIGHT 0.1500
$0.06 On Low Expectations in
2Q07; Very Positive For Stock ALERT
Page 29 of 225
Publish
Date
Certifying
Analyst
Blue Nile, Inc.
7-Aug-07
Rating
Blue Nile : 2Q Gross Profit Growth
Accelerates, Adjusting Estimates
NEUTRAL
Auty II
Q2-07
0.1300
Q3-07
0.8900
FY07
USD
*
NA
NA
Borg Warner Inc. : Decent 2Q, Adj. OVERWEIGHT 1.2900
EPS
Q2-07
0.9500
Q3-07
4.8500
FY07
USD
*
NA
NA
OVERWEIGHT -0.1100
Q2-07
-0.0800
Q3-07
-0.2300
FY07
USD
*
NA
NA
OVERWEIGHT -0.1100
Q2-07
-0.0200
Q3-07
-0.1100
FY07
USD
*
NA
NA
P. Sterling
Auty II
OVERWEIGHT -0.0800
Q2-07
-0.0200
Q3-07
-0.1100
FY07
USD
*
NA
NA
BORL
Borland Software Corp : Insider
Buying Good to See at These
Levels - ALERT
Borland Software Corp : Cost
Restructuring Ahead of Plan;
Revenue Needs More Work.
Borland Software Corp : Q207
Preview: Sort Through Details
Before Reacting - ALERT
Boston Private Financial Holdings Inc
26-Jul-07
23-Jul-07
BPFH
John Pancari Boston Private Financial Holdings,
Inc. : 2Q Call Follow-Up: Limited
Upside Catalysts Despite
Encouraging Trends
Inc. : Mixed 2Q: Credit and Funding
Pressure Overshadows Loan and
Fee Strength - ALERT
Inc. : Appointment of New CFO ALERT
Boston Properties, Inc.
28-Sep-07 Anthony
Paolone
25-Jul-07 Anthony
Paolone
25-Jul-07
Price Target Period
Begin Date End Date
0.2300
Borland Software Corporation
27-Jul-07
BWA
Himanshu
Patel
Auty II
9-Aug-07
Current Year
EPS
EPS
EPS
NILE
Imran Khan
BorgWarner Inc.
30-Jul-07
Headline
Anthony
Paolone
Boston Scientific Corp.
NEUTRAL
0.3800
Q2-07
0.4200
Q3-07
1.5700
FY07
USD
*
NA
NA
NEUTRAL
0.3800
Q2-07
0.4200
Q3-07
1.5700
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.4200
Q3-07
1.5700
FY07
USD
*
NA
NA
NEUTRAL
0.7400
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.7400
Q2-07
0.6800
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.7400
Q2-07
0.6800
Q3-07
NA
FY07
USD
*
NA
NA
BXP
Boston Properties : Model
Adjustment
Boston Properties : 2Q FFO beats
on interest/other; solid core
performance
Boston Properties : Model
Adjustment
BSX
Page 30 of 225
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Date
Certifying
Analyst
17-Aug-07 Michael N.
Weinstein
Weinstein
Headline
BOW
25-Jul-07
Bowater : Estimates Move Lower
(Again); Maintain Underweight
Boyd Gaming Corporation
2-Aug-07
Harry C.
Curtis
1-Aug-07
Harry C.
Curtis
15-Aug-07 Anthony
Paolone
26-Jul-07 Anthony
Paolone
Joseph D.
Allman
7-Aug-07
Joseph D.
Allman
Price Target Period
Begin Date End Date
Q2-07
0.1400
Q3-07
0.6400
FY07
USD
*
NA
NA
Q2-07
0.1400
Q3-07
0.6400
FY07
USD
*
NA
NA
Q2-07
-0.7300
Q3-07
-2.8200
FY07
USD
*
NA
NA
NEUTRAL
0.4500
Q2-07
0.4600
Q3-07
1.8800
FY07
USD
*
NA
NA
NEUTRAL
0.4700
Q2-07
0.4600
Q3-07
1.8800
FY07
USD
*
NA
NA
NEUTRAL
0.0200
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.0200
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.0200
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
0.1200
Q3-07
0.4300
FY07
USD
*
NA
NA
Q2-07
0.1200
Q3-07
0.4300
FY07
USD
*
NA
NA
Q4-08
0.4300
Q1-09
1.8600
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
1.7500
FY07
USD
*
NA
NA
BDN
Brandywine Realty Trust :
Publishing 2009 FFO Estimate
Brandywine Realty Trust :
Announced developments add over
$600M to pipeline; should help
FFO/NAV
Brandywine Realty Trust : Model
Adjustment
Brandywine Realty Trust : 2Q FFO
beat by $0.01, but includes $0.04 of
gains
BEXP
Brigham Exploration Company :
UNDERWEIGHT0.1100
Recent Results Mixed But Valuation
Looks Cheap
Brigham Exploration Company : Q2UNDERWEIGHT0.1000
Beat But Operations Mixed - ALERT
Brinker International, Inc.
BYD
Brigham Exploration Company
9-Aug-07
UNDERWEIGHT-0.7200
Boyd Gaming Group : Little EPS
Growth Through '08. Remain
Neutral
Boyd Gaming Group : $0.02
Earnings Miss Due to Borgata
Brandywine Realty Trust
11-Sep-07 Anthony
Paolone
31-Aug-07 Anthony
Paolone
Current Year
EPS
EPS
EPS
Boston Scientific : Divestiture Trend OVERWEIGHT 0.1800
Continues: BSX Pruning Portfolio to
Pay Down Debt
Boston Scientific : Settlement
OVERWEIGHT 0.1800
Removes Overhang, But at a Steep
Price
Bowater Incorporated
Claudia K.
Shank
Rating
EAT
12-Sep-07 John Ivankoe Brinker International : Post Analyst OVERWEIGHT 0.5400
Day, EAT Remains an OW Pick
10-Aug-07 John Ivankoe Brinker International : Seeing
NEUTRAL 0.5000
Page 31 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Positives in Slower Unit
Development and Potential Mac Grill
Sale. Upgrading to OW.
Bristol Myers Squibb Co.
24-Sep-07 Roberto
Cuca
27-Jul-07
26-Jul-07
Roberto
Cuca
Roberto
Cuca
Broadcom Corporation
26-Sep-07 Shawn
Webster
8-Aug-07
Shawn
Webster
12-Jul-07
Shawn
Webster
10-Jul-07
Shawn
Webster
BMY
Bristol-Myers Squibb Company :
Acquisition of Research Partner
Adnexus Adds to Pipeline and R&D
Technology
Bristol Thinking Longer Term
Early Read on 2Q07 Results
NEUTRAL
0.3700
Q2-07
0.3600
Q3-07
1.4500
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.3600
Q3-07
1.4400
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3600
Q3-07
1.4400
FY07
USD
*
NA
NA
0.0800
Q2-07
0.0700
Q3-07
0.3500
FY07
USD
*
NA
NA
0.0800
Q2-07
0.0700
Q3-07
0.3500
FY07
USD
*
NA
NA
0.0600
Q2-07
0.0800
Q3-07
0.3700
FY07
USD
*
NA
NA
0.0600
Q2-07
0.0800
Q3-07
0.3700
FY07
USD
*
NA
NA
Broadridge : 4Q Preview: Expect
OVERWEIGHT 0.7200
In-Line Quarter, Focus on FY08
Guidance
Broadridge : BR Signs Piper Jaffray OVERWEIGHT 0.7200
for Securities Processing: Positive ALERT
Q4-07
0.1600
Q1-08
1.4300
FY07
USD
*
NA
NA
Q4-07
0.1600
Q1-08
1.4300
FY07
USD
*
NA
NA
Q3-07
0.1300
Q4-07
0.5400
FY07
USD
*
NA
NA
BRCM
Broadcom Corporation : Q3 Update,OVERWEIGHT
Improving Fundamentals Should
Drive Outperformance; Reiterate
Overweight
Broadcom Corporation : Good NewsOVERWEIGHT
For BRCM, NOK Win Offers
Significant Earnings Power In C09
And Beyond
Broadcom Corporation : MOT Risk OVERWEIGHT
Known, Still Positive On 2H07
Improvement
Broadcom Corporation : Q2
OVERWEIGHT
Preview...Past The Trough,
Expecting Revenue Acceleration In
2H07
Broadridge Financial Solutions, Inc.
17-Aug-07 Tien-Tsin
Huang
19-Jul-07
Tien-Tsin
Huang
BR
Brocade Communications Systems, Inc.
21-Sep-07 Mark
Moskowitz
BRCD.OQ
Brocade Communications : Analyst OVERWEIGHT 0.1200
Meeting Recap: LT Model
Framework Lifted on Duopoly and
Page 32 of 225
Publish
Date
Certifying
Analyst
Headline
8Gb Prospects; Standing Firm on
Market Position; Adj. Ests.
Brocade Communications : CFO
OVERWEIGHT
Meeting Supports Our View that
Overall Story Should Overcome
Stock's Recent Weakness
Brocade Communications :
OVERWEIGHT
Removing from Focus List owing to
Stop-out Rules; Retain Overweight
with Conviction
Brocade Communications : BRCD OVERWEIGHT
Pre-announcement Counters Rising
Fears of Implosion; Reiterate
Overweight - ALERT
Brocade Communications : NetApp OVERWEIGHT
Slap on BRCD Is Overdone;
Broader Storage Not Following
Similar Course
13-Sep-07 Mark
Moskowitz
31-Aug-07 Mark
Moskowitz
8-Aug-07
Mark
Moskowitz
3-Aug-07
Mark
Moskowitz
Brown & Brown, Inc.
24-Jul-07
Matthew
Heimermann
24-Jul-07
Matthew
Heimermann
Price Target Period
Begin Date End Date
0.1300
Q4-07
0.5400
FY07
USD
*
NA
NA
0.1200
Q3-07
0.1300
Q4-07
0.4500
FY07
USD
*
NA
NA
0.1100
Q3-07
0.1400
Q4-07
0.5400
FY07
USD
13.00
15-May-07
May-08
0.1100
Q3-07
0.1400
Q4-07
0.5400
FY07
USD
13.00
15-May-07
May-08
NEUTRAL
0.2800
Q3-07
0.1100
Q4-07
0.9800
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q3-07
0.3200
Q4-07
1.2200
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.2900
Q3-07
1.3500
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.2900
Q3-07
1.3500
FY07
USD
*
NA
NA
Brown-Forman Corp : Weaker Than OVERWEIGHT 0.7700
Expected Q1 EPS, But Underlying
Fundamentals Still Healthy
Brown-Forman Corp : Muted
OVERWEIGHT 0.7900
Nielsen Spirits Results Continue in
June
Q1-08
1.0000
Q2-08
3.4200
FY07
USD
*
NA
NA
Q1-08
1.0000
Q2-08
3.4200
FY07
USD
*
NA
NA
BRKS
BRO
Brown & Brown, Inc : Underlying
EPS In-Line With Estimates;
Negative Organic In Q
Brown & Brown, Inc : Raising 2007
EPS Estimates For Rock-Tenn Sale
Brown-Forman Corporation
31-Aug-07 Dara W.
Mohsenian
17-Jul-07
Q3-07
Brooks-Automation : C2Q07
Earnings - Slight Miss, C3Q07
Looks to Be the Trough; Adj. Ests.
Brooks-Automation : JPM
SemiconWest Presentation - New
Upside Margin Story
Jay Deahna
Current Year
EPS
EPS
EPS
0.1200
Brooks Automation, Inc.(USA)
17-Jul-07
Rating
Dara W.
Mohsenian
Brunswick Corporation
BFb
BC
Page 33 of 225
Publish
Date
Certifying
Analyst
31-Jul-07
Dean
Gianoukos
Dean
Gianoukos
Dean
Gianoukos
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Q2-07
NA
Q3-07
1.2000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.6500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.6500
FY07
USD
*
NA
NA
0.0700
Q2-07
0.2000
Q3-07
1.4200
FY07
USD
*
NA
NA
Builders FirstSource : 2Q Below St. OVERWEIGHT 0.2300
Ex-Tax Benefit but Share Gains
Remain Solid; Lowering Ests., but
Maintain OW
Q2-07
0.1500
Q3-07
0.3000
FY07
USD
*
NA
NA
Bunge Limited : BG Buys Sugar
NEUTRAL
Ethanol Facility in Brazil - ALERT
Bunge Limited : Beats Street by 45c, NEUTRAL
But Would Not Chase Rally
Bunge Limited : What May Drive
NEUTRAL
Sentiment Tomorrow (2Q Out)
1.3500
Q2-07
1.8200
Q3-07
4.7700
FY07
USD
*
NA
NA
0.8800
Q2-07
1.6000
Q3-07
4.0900
FY07
USD
*
NA
NA
0.8800
Q2-07
1.6000
Q3-07
4.0900
FY07
USD
*
NA
NA
27-Aug-07 John Ivankoe Burger King : Solid 4Q but Higher OVERWEIGHT NA
Tax Rate and Capex Constrain 08
Net Income Growth. L-T intact, Keep
OW.
24-Aug-07 John Ivankoe Burger King : Strong U.S OutweighsOVERWEIGHT 0.2600
Lower Net Openings and Int'l
Margins - ALERT
10-Aug-07 John Ivankoe Burger King : Solid Comps from
OVERWEIGHT 0.2600
Largest Franchisee Bode Well for
BKC
Q4-08
NA
Q1-09
1.2200
FY07
USD
*
NA
NA
Q4-07
NA
Q1-08
1.0800
FY07
USD
*
NA
NA
Q4-07
NA
Q1-08
1.0800
FY07
USD
*
NA
NA
Q2-07
1.5600
Q3-07
5.4600
FY07
USD
*
NA
NA
20-Jul-07
20-Jul-07
Brunswick Corporation : Short
OVERWEIGHT 0.6500
Interest Up In July
Brunswick Corporation : Cuts FY07 OVERWEIGHT 0.5500
Guidance
Brunswick Corporation : Tough
OVERWEIGHT 0.5500
Marine Environment, Lowering
Estimates
Build-A-Bear Workshop, Inc
3-Aug-07
Brian J.
Tunick
Builders FirstSource, Inc.
27-Jul-07
Michael
Rehaut
Bunge Limited
BBW
Build A Bear Workshop : Potential
Deal Not Priced In; Lowering Est.
BLDR
BG
18-Sep-07 Pablo E.
Zuanic
26-Jul-07 Pablo E.
Zuanic
25-Jul-07 Pablo E.
Zuanic
Burger King Holdings, Inc.
BKC
Burlington Northern Santa Fe Corporation
25-Jul-07
NEUTRAL
Thomas R.
Wadewitz
BNI
Burlington Northern Santa Fe : Soft
2Q and Guidance Reflect BNI
Sensitivity to Volume Growth
NEUTRAL
1.2000
Page 34 of 225
Publish
Date
Certifying
Analyst
Headline
Bway Holding Company
14-Aug-07 Claudia K.
Shank
Thomas R.
Wadewitz
0.2400
Q4-07
0.8600
FY07
USD
*
NA
NA
C.H. Robinson Worldwide : LT
OVERWEIGHT 0.4700
Growth Outlook Remains Strong
---Highlights from Meetings with
Management
C.H. Robinson Worldwide : Growth OVERWEIGHT 0.4700
Remains Strong as Drivers Evolve
Q2-07
0.4900
Q3-07
1.8700
FY07
USD
*
NA
NA
Q2-07
0.4900
Q3-07
1.8700
FY07
USD
*
NA
NA
CHRW
CAB
3-Aug-07
Cabela's Inc. : Rally Seems A Bit
Overdone, Remain Neutral
Cabot Corporation
Zekauskas
Zekauskas
Zekauskas
NEUTRAL
0.1700
Q2-07
0.2600
Q3-07
1.5000
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q3-07
0.4500
Q4-07
2.2000
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q3-07
0.4900
Q4-07
2.1500
FY07
USD
*
NA
NA
Cabot Corporation : F3Q EPS Below NEUTRAL
Street Estimates: Outlook Cautious ALERT
0.3500
Q3-07
0.4900
Q4-07
2.1500
FY07
USD
*
NA
NA
1.7500
Q2-07
1.4200
Q3-07
6.4000
FY07
USD
*
NA
NA
1.7500
Q2-07
1.6000
Q3-07
6.5000
FY07
USD
*
NA
NA
NEUTRAL
0.4000
Q2-07
NA
Q3-07
1.9500
FY07
USD
*
NA
NA
NEUTRAL
0.4000
Q2-07
NA
Q3-07
1.9500
FY07
USD
*
NA
NA
CBT
Cabot Corporation : We Lower
Estimates
Cabot Corporation : Tired Out
Cabot Microelectronics Corporation
12-Sep-07 Michael
Rehaut
26-Jul-07
Michael
Rehaut
Rodney
Clayton
26-Jul-07
Rodney
Clayton
BDK
Black & Decker Corp. : Analyst Day NEUTRAL
Takeaways: Despite Cont'd
Execution, Given Worsening
Backdrop, We Lower Our FY08E
Black & Decker Corp. : 2Q Reported NEUTRAL
In-Line With Our Est.; 3Q Guidance
Disappoints, While High End of
FY07 Lowered - ALERT
Cabot Oil & Gas Corporation
27-Jul-07
Price Target Period
Begin Date End Date
Q3-07
Cabela's Incorporated
Nancy Hoch
OVERWEIGHT 0.2700
C.H. Robinson Worldwide, Inc.
25-Jul-07
Current Year
EPS
EPS
EPS
BWY
BWAY : Q3 Miss from Metal
Packaging; Strong Results in
Plastics
17-Aug-07 Thomas R.
Wadewitz
Rating
COG
Cabot Oil & Gas : Changing
Estimates Following Conference
Call
Cabot Oil & Gas : Q2 First Take Slight Negative - ALERT
Page 35 of 225
Publish
Date
Certifying
Analyst
Cache, Inc.
7-Sep-07
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
CACH
NEUTRAL
0.0800
Q4-07
-0.0300
Q4-07
0.4400
FY07
USD
*
NA
NA
NEUTRAL
0.0800
Q2-07
-0.0600
Q3-07
0.4000
FY07
USD
*
NA
NA
NEUTRAL
0.0800
Q2-07
-0.0600
Q3-07
0.4000
FY07
USD
*
NA
NA
CACI International Inc
CAI
24-Sep-07 Christine
Pezino
CACI International Inc : Acquisition OVERWEIGHT 0.8000
of Athena to Bolster Intelligence
Capabilities - ALERT
CACI International Inc : Seeking a OVERWEIGHT 0.8000
Relative Safe Haven; Upgrade to
OW
Q4-08
0.7100
Q1-09
2.7600
FY07
USD
*
NA
NA
Q4-08
0.7100
Q1-09
2.7800
FY07
USD
*
NA
NA
Q2-07
0.4200
Q3-07
1.4600
FY07
USD
*
NA
NA
Q2-07
0.4200
Q3-07
1.4600
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.5500
FY07
USD
*
NA
NA
26-Jul-07
6-Jul-07
Christopher
Kim
Christopher
Kim
Christopher
Kim
17-Aug-07 Christine
Pezino
Specialty Retailing : Estimate
Revisions: ANN, CACH, CHS
Cache, Inc. : Making Some
Progress But Environment Still
Uncertain
Cache, Inc. : Interesting Growth
Prospects, But Execution Hurdles
High; Initiate with Neutral Rating
Cal Dive International, Inc.
3-Aug-07
1-Aug-07
11-Jul-07
David C.
Smith
David C.
Smith
David C.
Smith
DVR
Cal Dive International, Inc. : Still SeeOVERWEIGHT 0.2700
Upside on Horizon
Cal Dive International, Inc. : We SeeOVERWEIGHT 0.3000
Little Risk to Merger on HOFF
Results - ALERT
Cal Dive International, Inc. : Growth OVERWEIGHT 0.3600
in the Pipeline; Adj. Est.
Cambrex Corporation
CBM
8-Aug-07
Cambrex Corporation : Getting
Ahead of Itself
Jeffrey J.
Zekauskas
Camden Property Trust
28-Sep-07 Anthony
Paolone
14-Aug-07 Anthony
Paolone
3-Aug-07 Anthony
Paolone
NEUTRAL
0.1200
Q2-07
0.1000
Q3-07
0.4500
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
CPT
Camden Property Trust : Investor
meeting notes: initiatives helping
growth while markets moderate
Camden Property Trust : Model
Adjustment
Camden Property Trust : $0.01 FFO
beat in 2Q; was overall in-line;
another top end of guidance drop
Cameron International Corporation
CAM
Page 36 of 225
Publish
Date
Certifying
Analyst
1-Aug-07
Michael K.
LaMotte
31-Jul-07
Michael K.
LaMotte
Headline
6-Sep-07
Pablo E.
Zuanic
Pablo E.
Zuanic
5-Sep-07
Pablo E.
Zuanic
9-Aug-07
Pablo E.
Zuanic
Pablo E.
Zuanic
6-Jul-07
Cardinal Health, Inc.
20-Sep-07 Lisa Gill
14-Sep-07 Lisa Gill
31-Aug-07 Lisa Gill
29-Aug-07 Lisa Gill
9-Aug-07
Lisa Gill
9-Aug-07
Lisa Gill
Price Target Period
Begin Date End Date
Q2-07
1.0300
Q3-07
3.9600
FY07
USD
*
NA
NA
Q2-07
1.0300
Q3-07
3.9600
FY07
USD
*
NA
NA
0.2200
Q4-07
0.7600
Q1-08
2.0200
FY07
USD
46.00
10-Jul-07
Jul-08
0.2200
Q4-07
0.7600
Q1-08
2.0200
FY07
USD
46.00
10-Jul-07
Jul-08
0.2200
Q4-07
0.7300
Q1-08
2.0100
FY07
USD
46.00
10-Jul-07
Jul-08
0.2200
Q4-07
0.7300
Q1-08
2.0100
FY07
USD
46.00
10-Jul-07
Jul-08
0.2200
Q4-07
0.7300
Q1-08
2.0100
FY07
USD
*
NA
NA
0.9500
Q2-07
0.9560
Q3-07
3.2896
FY07
CAD
*
NA
NA
1.1100
Q4-08
1.0200
Q1-09
4.1000
FY07
USD
*
NA
NA
1.1100
Q4-08
1.0100
Q1-09
4.1000
FY07
USD
*
NA
NA
1.1100
Q4-08
1.0100
Q1-09
4.1000
FY07
USD
*
NA
NA
1.1100
Q4-08
1.0100
Q1-09
4.1000
FY07
USD
*
NA
NA
0.8700
Q4-07
0.8700
Q1-08
3.4000
FY07
USD
*
NA
NA
1.1100
Q4-08
1.0200
Q1-09
4.1000
FY07
USD
*
NA
NA
CPB
Campbell Soup : Quick Take on
OVERWEIGHT
4Q07
Campbell Soup : Updating
OVERWEIGHT
Estimates Based on Latest
Guidance
Campbell Soup : Potential Trading OVERWEIGHT
Upside From 4Q07 Results (Out
Thursday.)
Campbell Soup : Potential AccretionOVERWEIGHT
from Godiva Sale - ALERT
Campbell Soup : Further Color on
NEUTRAL
EM Strategy May Imply Upside
Canadian National Railway (USA)
26-Sep-07 Thomas R.
Wadewitz
Current Year
EPS
EPS
EPS
Cameron International Corp :
OVERWEIGHT 1.0200
Raising Estimates on Stronger
Orders, Margins
Cameron International Corp : Nice OVERWEIGHT 0.9600
2Q Beat as Compression Margins
Expand - ALERT
Campbell Soup Company
6-Sep-07
Rating
CNI
Canadian National Railway :
Acquisition of EJ&E Railroad Is a
Strategic Positive - ALERT
NEUTRAL
CAH
Cardinal Health : Highlights from
OVERWEIGHT
CAH's Investor Meeting
Cardinal Health : Slowing Rx Trend OVERWEIGHT
Shifts Emphasis to Higher Margin
Businesses--Maintain Ests. - ALERT
Cardinal Health : Highlights from
OVERWEIGHT
Meetings with CAH Management
Cardinal Health : A Deeper Look at OVERWEIGHT
CAH's Businesses, Sum of the Parts
Analysis; Reit OW
Cardinal Health : Quick take on 4Q OVERWEIGHT
Results - ALERT
Cardinal Health : Good 4Q, Sets theOVERWEIGHT
Pace for a Solid FY08; Buy on
Weakness
Page 37 of 225
Publish
Date
Certifying
Analyst
Career Education Corp.
10-Aug-07 Edward
Yruma
16-Jul-07 Edward
Yruma
Carnival Corporation
30-Jul-07
Rating
Cascade Microtech, Inc.
Career Education Corp : 2Q: Some
Progress, But Homework Remains
Career Education Corp : Waiting for
the Bell to Ring; Initiate at Neutral
Price Target Period
Begin Date End Date
NEUTRAL
0.2200
Q2-07
0.2400
Q3-07
1.2000
FY07
USD
*
NA
NA
NEUTRAL
0.2600
Q2-07
0.2500
Q3-07
1.2500
FY07
USD
*
NA
NA
Carnival Corporation : 10-Q Shows OVERWEIGHT 1.6700
No Change In Fuel Guidance
Carnival Corporation : First Glance: OVERWEIGHT 1.6200
Above-Consensus Quarter
Carnival Corporation : Good
OVERWEIGHT 1.6200
Quarter, Outlook Positive
Q3-07
0.4100
Q4-07
2.9100
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
2.9500
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
2.9500
FY07
USD
*
NA
NA
Carolina Group : Q2 EPS Beats
Estimates on Strong Quality Results
- ALERT
1.3100
Q2-07
NA
Q3-07
5.0800
FY07
USD
75.00
19-Jan-07
Jan-08
Cascade Microtech : 2007 Analyst OVERWEIGHT 0.0000
Day
Cascade Microtech : Searching For OVERWEIGHT 0.0000
A New CEO
Cascade Microtech : C2Q07
OVERWEIGHT 0.0000
Earnings - Resetting Expectations
for Near Term Probe Card Revenue
Growth, Reducing Ests.
Q2-07
0.0900
Q3-07
0.3800
FY07
USD
*
NA
NA
Q2-07
0.0900
Q3-07
0.3800
FY07
USD
*
NA
NA
Q2-07
0.1500
Q3-07
0.5000
FY07
USD
*
NA
NA
CECO
Scott Levine
CWST
Casella Waste Systems Inc. : FQ1
EBITDA Beats on SG&A Savings,
Apparent Strength at FCR - ALERT
NEUTRAL
0.0700
Q1-08
0.0900
Q2-08
-0.1700
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-08
0.0400
Q3-08
0.5000
FY07
USD
*
NA
NA
Catalina Marketing : Downgrading to NEUTRAL
0.2900
Q2-07
0.4000
Q3-07
1.4600
FY07
USD
*
NA
NA
Casual Male Retail Group, Inc.
Evren
Kopelman
CMRG
Casual Male Retail Group, Inc. :
Downgrading to N from OW; Even
Risk/Reward
Catalina Marketing Corporation
21-Sep-07 Fred W.
NEUTRAL
CSCD
Casella Waste Systems Inc.
9-Aug-07
CG
Erik
Bloomquist
Blansett
Blansett
25-Jul-07 Christopher
Blansett
5-Sep-07
Current Year
EPS
EPS
EPS
CCL
28-Sep-07 Dean
Gianoukos
20-Sep-07 Dean
Gianoukos
20-Sep-07 Dean
Gianoukos
Carolina Group
Headline
POS
Page 38 of 225
Publish
Date
Certifying
Analyst
Searby
Headline
Catapult Communications Corporation
27-Jul-07
Paul Coster
25-Jul-07
Paul Coster
3-Aug-07
1-Aug-07
Price Target Period
Begin Date End Date
CATT
Catapult Communications : CATT
Positively Pre-Announces F4Q07
Catapult Communications : Testing
Times: Adj Ests on Weak F3Q07 &
Guidance
Catapult Communications : F3Q07
Preview: We are Sidelined
NEUTRAL
-0.1700
Q3-07
-0.2200
Q4-07
-0.4200
FY07
USD
*
NA
NA
NEUTRAL
-0.1700
Q3-07
0.0100
Q4-07
0.0100
FY07
USD
*
NA
NA
NEUTRAL
-0.0600
Q3-07
0.0100
Q4-07
0.0100
FY07
USD
*
NA
NA
Caterpillar Inc. : August Machinery UNDERWEIGHT1.2400
Sales Improve, Engine Still Down
Q2-07
1.3200
Q3-07
5.2000
FY07
USD
*
NA
NA
Caterpillar Inc. : 2Q Miss Driven by UNDERWEIGHT1.5000
Higher Core Operating Costs ALERT
Caterpillar Inc. : Lowering Our
UNDERWEIGHT1.5000
Below Consensus Ests on 2Q Miss
Q2-07
1.3000
Q3-07
5.4000
FY07
USD
*
NA
NA
Q2-07
1.3000
Q3-07
5.4000
FY07
USD
*
NA
NA
CB Richard Ellis Group, Inc. : 2Q07 OVERWEIGHT 0.6600
10Q Review
CB Richard Ellis Group, Inc. :
OVERWEIGHT 0.6600
Excellent 2Q Results, Mgt Raises 07
Guidance
CB Richard Ellis Group, Inc. : We OVERWEIGHT 0.4500
Expect Strong Second Quarter
Results
Q2-07
0.5400
Q3-07
2.3500
FY07
USD
46.00
28-Mar-06
Jan-08
Q2-07
0.5300
Q3-07
2.1200
FY07
USD
46.00
28-Mar-06
Jan-08
Q2-07
0.5300
Q3-07
2.1200
FY07
USD
46.00
28-Mar-06
Jan-08
Cbeyond, Inc. : Results and
Guidance Increase Positive
Cbeyond, Inc. : Second-Quarter
2007 Preview - ALERT
OVERWEIGHT 0.1000
Q2-07
0.1000
Q3-07
0.3900
FY07
USD
*
NA
NA
OVERWEIGHT 0.0900
Q2-07
0.1000
Q3-07
0.3900
FY07
USD
*
NA
NA
FY07
USD
*
NA
NA
CB Richard Ellis Group, Inc.
Fox
31-Jul-07 Michael J.
Fox
Michael J.
Fox
Cbeyond, Inc.
CAT
21-Sep-07 Stephen
Volkmann
CFA
20-Jul-07 Stephen
Volkmann
CFA
20-Jul-07 Stephen
Volkmann
CFA
26-Jul-07
Current Year
EPS
EPS
EPS
Neutral
12-Sep-07 Paul Coster
Caterpillar Inc.
Rating
CMG.N
LSI.N
Jonathan
Chaplin
Jonathan
Chaplin
CBL & Associates Properties, Inc.
16-Aug-07 Michael
Mueller
CBL
CBL & Associates Properties :
Upgrading to OW; Big valuation
disconnect and Street
OVERWEIGHT0.7400** Q2-07 0.8000** Q3-07 3.4400**
Page 39 of 225
Publish
Date
Certifying
Analyst
underestimating 08 growth
CBL & Associates Properties : New
JV effectively $1 billion acquisition
CBL & Associates Properties : 2Q
hits our number but likely $0.02-0.03
below Street; Guidance will be a
focal point
CBL & Associates Properties : Post
call follow up/model adjustment
CBL & Associates Properties :
Model Adjustment
10-Aug-07 Michael
Mueller
3-Aug-07 Michael
Mueller
3-Aug-07
19-Jul-07
Michael
Mueller
Michael
Mueller
CBRL Group, Inc.
5-Sep-07
Steven Rees
7-Aug-07
Steven Rees
CBS Corporation
John
Blackledge
4-Sep-07
John
Blackledge
31-Jul-07
John
Blackledge
12-Jul-07
John
Blackledge
27-Jul-07
Price Target Period
Begin Date End Date
NEUTRAL
0.7400** Q2-07 0.8000** Q3-07 3.4400**
FY07
USD
*
NA
NA
NEUTRAL
0.7400** Q2-07 0.8100** Q3-07 3.4500**
FY07
USD
*
NA
NA
NEUTRAL
0.7400** Q2-07 0.8000** Q3-07 3.4400**
FY07
USD
*
NA
NA
NEUTRAL
0.7400** Q2-07 0.8100** Q3-07 3.4500**
FY07
USD
*
NA
NA
CBRL Group Inc : F4Q EPS & F08
NEUTRAL
Outlook Above Expectations ALERT
CBRL Group Inc : August
NEUTRAL
Restaurant Comps Show Improving
Traffic
CBRL Group Inc : July Comps Show NEUTRAL
Signs of Stabilization
1.0000
Q4-07
0.7100
Q1-08
2.4800
FY07
USD
*
NA
NA
1.0000
Q4-07
0.7100
Q1-08
2.4800
FY07
USD
*
NA
NA
1.0000
Q4-07
0.7100
Q1-08
2.4800
FY07
USD
*
NA
NA
CBS Corp. : Out-of-Home AdvertiserOVERWEIGHT
SignStorey Acquired for $71.5m ALERT
CBS Corp. : New $1.6B Buyback OVERWEIGHT
and a Bump Up in Dividend; Raising
Estimates
CBS Corp. : 2Q07 Review: Taxes OVERWEIGHT
Offset Lower EBITDA to Drive EPS
Upside
CBS Corp. : 2Q07 Preview: Modest OVERWEIGHT
Expectations; Potential Further
Asset Sales and Dividend/Share
Buyback Activity
0.5400
Q2-07
0.4400
Q3-07
1.8500
FY07
USD
*
NA
NA
0.5400
Q2-07
0.4300
Q3-07
1.8200
FY07
USD
*
NA
NA
0.5400
Q2-07
0.4300
Q3-07
1.8200
FY07
USD
*
NA
NA
0.5300
Q2-07
0.4400
Q3-07
1.8100
FY07
USD
*
NA
NA
Cedar Fair, L.P. : Above Consensus
Quarter
0.1000
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Celestica : The push and the pull; UNDERWEIGHT0.0200
Q2-07
0.0500
Q3-07
0.0700
FY07
USD
*
NA
NA
FUN
Dean
Gianoukos
Celestica Inc.
Current Year
EPS
EPS
EPS
CBS
6-Sep-07
1-Aug-07
Rating
CBRL
18-Sep-07 Steven Rees
Cedar Fair, L.P.
Headline
NEUTRAL
CLS
Thomas
Page 40 of 225
Publish
Date
Certifying
Analyst
Dinges
Celgene Corporation
8-Aug-07
10-Jul-07
17-Sep-07 Mike Betts
Centene Corporation
24-Jul-07
William
Georges
13-Aug-07 Dara W.
Mohsenian
Q2-07
0.2800
Q3-07
1.0600
FY07
USD
*
NA
NA
Q2-07
0.2600
Q3-07
1.0000
FY07
USD
*
NA
NA
Q2-07
0.2600
Q3-07
1.0000
FY07
USD
*
NA
NA
-0.4000
Q2-07
-0.4200
Q3-07
-1.3400
FY07
USD
*
NA
NA
-0.5100
Q2-07
-0.5100
Q3-07
-1.9900
FY07
USD
*
NA
NA
NA
Q2-07
NA
Q3-07
3.0500
FY07
USD
42.00
17-Sep-07
Jun-08
NA
Q2-07
NA
Q3-07
3.0500
FY07
USD
42.00
17-Sep-07
Jun-08
NEUTRAL
0.2600
Q2-07
0.4200
Q3-07
1.4300
FY07
USD
*
NA
NA
NEUTRAL
0.2600
Q2-07
0.4200
Q3-07
1.4300
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q3-07
0.1400
Q4-07
0.6200
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q3-07
0.1700
Q4-07
0.6400
FY07
USD
*
NA
NA
Cell Genesys Inc. : VITAL Programs NEUTRAL
on Track; 2Q07 Uneventful; Adj. Est.
Cell Genesys Inc. : Enrollment of
NEUTRAL
VITAL-1 Complete; Interim Analysis
in 1H08 - ALERT
CX
Cemex : Q3 worse than expected, OVERWEIGHT
but encouraging news on potential
disposals - ALERT
Cemex : Reducing EBITDA
OVERWEIGHT
estimates by 4-6%. Cutting price
target by $1 to $42 but retaining
Overweight rating
CNC
Centene : 2QEPS of $0.27 In Line
with Estimates; MLR Improves ALERT
Centene : In-line Quarter Beats Low
Expectations; MLR Stability Key
Going Forward
Central Garden & Pet Co.
17-Sep-07 Dara W.
Mohsenian
Price Target Period
Begin Date End Date
CELG
Cemex S.A. B de C.V. (ADR)
17-Sep-07 Mike Betts
William
Georges
CEGE
Richard
Smith
Richard
Smith
24-Jul-07
Current Year
EPS
EPS
EPS
Celgene : Updated Revlimid CLL OVERWEIGHT 0.2600
Data Incrementally Better - ALERT
Celgene : 2Q EPS, Revlimid and
OVERWEIGHT 0.2300
Thalomid Beat Expectations ALERT
Celgene : Raising Estimates on
OVERWEIGHT 0.2300
Strong 2Q Results
Geoffrey
Meacham
Cell Genesys, Inc.
Rating
Adjusting Estimates
17-Sep-07 Geoffrey
Meacham
26-Jul-07 Geoffrey
Meacham
26-Jul-07
Headline
CENT
Central Garden and Pet Company :
Maintain Neutral After CENT
Withdraws Q4 Guidance And
Postpones Offering
Adjusting EPS Estimates
Page 41 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
9-Aug-07
Dara W.
Mohsenian
Lowering EPS After Another Weak
Quarter
NEUTRAL
11-Sep-07 Michael
Gambardella
25-Jul-07
Michael
Gambardella
CenturyTel, Inc.
2-Aug-07
2-Aug-07
1-Aug-07
Q3-07
0.2000
Q4-07
0.7600
FY07
USD
*
NA
NA
Century Aluminum Company :
OVERWEIGHT 1.8200
Investor Trip to Iceland Highlights
Growth Prospects and Strategic
Appeal
Century Aluminum Company :
OVERWEIGHT 1.8200
Reducing EPS for Lower Aluminum
Prices
Century Aluminum Company : The OVERWEIGHT 1.8200
"nimble" aluminum producer Adjusting EPS
Q2-07
1.3700
Q3-07
6.2400
FY07
USD
*
NA
NA
Q2-07
1.3700
Q3-07
6.2400
FY07
USD
*
NA
NA
Q2-07
1.4600
Q3-07
6.3300
FY07
USD
*
NA
NA
CenturyTel, Inc. : 2Q07 Quick TakeUNDERWEIGHT0.6900
- ALERT
CenturyTel, Inc. : Results in Line; UNDERWEIGHT0.7000
Guidance Somewhat Disappointing
CenturyTel, Inc. : Second-Quarter UNDERWEIGHT0.6900
Q2-07
0.7900
Q3-07
2.9600
FY07
USD
*
NA
NA
Q2-07
0.9000
Q3-07
2.9600
FY07
USD
*
NA
NA
Q2-07
0.7900
Q3-07
2.9600
FY07
USD
*
NA
NA
Cephalon, Inc. : Feel Good About
Amrix Deal
Cephalon, Inc. : Pain Franchise
Drives Revenue Upside
OVERWEIGHT 0.9300
Q2-07
0.8100
Q3-07
3.8200
FY07
USD
*
NA
NA
OVERWEIGHT 0.9300
Q2-07
0.8500
Q3-07
3.8400
FY07
USD
*
NA
NA
CENX
CEPH
23-Aug-07 Adam
Greene
1-Aug-07 Adam
Greene
Ceridian Corporation
27-Jul-07
Tien-Tsin
Huang
26-Jul-07
Tien-Tsin
Huang
Cerner Corporation
25-Jul-07
Price Target Period
Begin Date End Date
CTL.N
Jonathan
Chaplin
Jonathan
Chaplin
Jonathan
Chaplin
Cephalon, Inc.
0.2200
Century Aluminum Company
27-Sep-07 Michael
Gambardella
Current Year
EPS
EPS
EPS
Lisa Gill
CEN
Ceridian Corp : Adjusting Estimates
for 2Q Results; ST Trade Looks
Interesting
Ceridian Corp : 2Q07 First Look:
Good Enough Given Pending Sale ALERT
NEUTRAL
0.3000
Q2-07
0.3100
Q3-07
1.3600
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q2-07
0.3100
Q3-07
1.3600
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.4000
Q3-07
1.5700
FY07
USD
*
NA
NA
CERN
Cerner Corp : In-Line 2Q; Hardware
Sales Pressure Margin
Page 42 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
CF Industries Holdings, Inc. : Rising
DAP, Raising Estimates
NEUTRAL
2.0600
Q2-07
0.7000
Q3-07
4.1000
FY07
USD
*
NA
NA
NEUTRAL
0.6400
Q2-07
0.6100
Q3-07
2.4900
FY07
USD
*
NA
NA
OVERWEIGHT 0.4400
Q3-07
0.4900
Q4-07
1.6300
FY07
USD
*
NA
NA
CF Industries Holdings, Inc.
1-Aug-07
David Silver
Charles River Laboratories
8-Aug-07
Tycho
Peterson
9-Jul-07
Anna A.
Andreeva
Chattem Inc.
11-Jul-07
CHIC
CHRS
Charming Shoppes : Thoughts from NEUTRAL
the Road with Management
Charming Shoppes :
NEUTRAL
Product/Catalog Launches Pivotal to
2H EPS
0.1400
Q2-08
0.1300
Q3-08
0.6200
FY07
USD
*
NA
NA
0.1400
Q2-08
0.1400
Q3-08
0.6000
FY07
USD
*
NA
NA
Chattem, Inc. : Maintaining Full-Year NEUTRAL
EPS Despite Q2 Upside
0.8100
Q3-07
0.6100
Q4-07
2.9300
FY07
USD
*
NA
NA
Check Point Software : Federal IT OVERWEIGHT 0.3800
Security Spending Looks Good ALERT
Check Point Software : Positioned OVERWEIGHT 0.3500
For Further Improvements
Check Point Software : PointSec
OVERWEIGHT 0.3500
Approved for Large DoD
Opportunity - ALERT
Q2-07
0.3800
Q3-07
1.5300
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.4800
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.4800
FY07
USD
*
NA
NA
CHTT
Dara W.
Mohsenian
Check Point Software Technologies Ltd.
Auty II
24-Jul-07
17-Jul-07
P. Sterling
Auty II
P. Sterling
Auty II
CheckFree Corporation
30-Jul-07
19-Jul-07
Price Target Period
Begin Date End Date
CRL
Charlotte Russe : Disconnect
Between Valuation and
Fundamentals; Reiterate OW
Charming Shoppes, Inc.
Kim
Kim
CF
Charles River Laboratories :
Favorable Outsourcing Trends
Continue
Charlotte Russe Holding
Current Year
EPS
EPS
EPS
Tien-Tsin
Huang
Tien-Tsin
Huang
CHKP.OQ
CKFR
CheckFree : Correcting Estimates
OVERWEIGHT 0.4600
Q4-07
0.4900
Q1-08
1.8200
FY07
USD
*
NA
NA
CheckFree : BofA Bill Pay Data
Looks Okay - ALERT
OVERWEIGHT 0.4600
Q4-07
0.4900
Q1-08
1.8200
FY07
USD
*
NA
NA
Page 43 of 225
Publish
Date
Certifying
Analyst
Chemed Corporation
3-Aug-07
Dawn Brock
2-Aug-07
Dawn Brock
24-Jul-07
Dawn Brock
Headline
Rating
Chemed Corporation : Market
OVERWEIGHT 0.7700
Creates Great Buying Opportunity
Chemed Corporation : Another
OVERWEIGHT 0.7900
Strong Quarter: $0.07 Beat;
Reiterate OW
Chemed Corporation : A "Lifeline" inOVERWEIGHT 0.7300
Hospice; Great Cash Flow in
Plumbing; Initiating with an
Overweight Rating
0.7900
Q3-07
3.2000
FY07
USD
*
NA
NA
Q2-07
0.7900
Q3-07
3.2000
FY07
USD
*
NA
NA
Q2-07
0.7700
Q3-07
3.1200
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
3.0900
FY07
USD
*
NA
NA
2.2700
Q2-07
2.1900
Q3-07
8.1800
FY07
USD
*
NA
NA
2.1200
Q2-07
2.2100
Q3-07
8.0800
FY07
USD
*
NA
NA
Chicago Bridge & Iron Co. NV :
OVERWEIGHT 0.2700
Lummus Deal Compelling
Strategically, Financially
Chicago Bridge & Iron Co. NV :
OVERWEIGHT 0.2700
Outlook Intact Despite Q2 Charges;
Adjusting Ests.
Chicago Bridge & Iron Co. NV : Q2 OVERWEIGHT 0.3900
Misses on Labor Cost Escalation;
Guidance Raise Affirms Strong
End-Markets - ALERT
Q2-07
0.4500
Q3-07
1.6000
FY07
USD
*
NA
NA
Q2-07
0.4300
Q3-07
1.6500
FY07
USD
*
NA
NA
Q2-07
0.4300
Q3-07
1.6500
FY07
USD
*
NA
NA
0.3000
Q2-08
0.2700
Q3-08
1.0400
FY07
USD
*
NA
NA
-0.9300
Q2-08
1.2200
Q3-08
2.5200
FY07
USD
*
NA
NA
CHK
Chesapeake Energy : Updating
Model For 2Q Results
Chevron Corporation
CVX
27-Jul-07
Chevron Corp : 2Q07 results in line, NEUTRAL
upstream solid - ALERT
Chevron Corp : 2Q07 interim update NEUTRAL
hints at solid upstream performance
- ALERT
Chicago Bridge & Iron Company N.V.
28-Aug-07 Scott Levine
2-Aug-07
Scott Levine
1-Aug-07
Scott Levine
Chico's FAS, Inc.
10-Aug-07 Brian J.
Tunick
OVERWEIGHT 0.7100
CBI
CHS.N
Specialty Retailing : EPS Revisions NEUTRAL
Post Retail Sales; ANN, BEBE, CHS
Children's Place Retail Stores, Inc.
24-Aug-07 Brian J.
Tunick
Price Target Period
Begin Date End Date
Q2-07
Chesapeake Energy Corporation
11-Jul-07
CHE
23-Aug-07 Joseph D.
Allman
KATHERINE
LUCAS
KATHERINE
LUCAS
Current Year
EPS
EPS
EPS
PLCE
The Children's Place : More
Negative Surprises; Cutting
Estimates Again
NEUTRAL
Page 44 of 225
Publish
Date
Certifying
Analyst
10-Jul-07
Brian J.
Tunick
Headline
Rating
The Children's Place : Trend is Not
Your Friend; Slashing EPS Est.
NEUTRAL
Steven Rees
1.4300
Q3-08
3.3800
FY07
USD
*
NA
NA
China Finance Online : Raises 3Q07OVERWEIGHT 0.0800
revenue guidance; issues '08
guidance - ALERT
Q2-07
0.1100
Q3-07
0.3500
FY07
USD
29.00
21-Sep-07
Dec-08
CMG
NEUTRAL
0.6000
Q2-07
0.4700
Q3-07
1.7700
FY07
USD
*
NA
NA
Choice Hotels International :
NEUTRAL
Stepping-Up The Share Repurchase
Pace In 3Q
Choice Hotels International : 2H
NEUTRAL
Consistent With Peers.
Choice Hotels International : Strong NEUTRAL
2Q Results; 2H Lowered By $0.01.
0.4300
Q2-07
0.5400
Q3-07
1.6500
FY07
USD
*
NA
NA
0.4300
Q2-07
0.5600
Q3-07
1.6400
FY07
USD
*
NA
NA
0.4300
Q2-07
0.5600
Q3-07
1.6400
FY07
USD
*
NA
NA
ChoicePoint Inc. : Steady Progress OVERWEIGHT 0.4400
to Strengthen Business
Q2-07
0.4700
Q3-07
1.8500
FY07
USD
*
NA
NA
Q2-08
0.2200
Q3-08
0.7500
FY07
USD
*
NA
NA
Choice Hotels International, Inc.
26-Jul-07
25-Jul-07
Harry C.
Curtis
Harry C.
Curtis
ChoicePoint Inc.
26-Jul-07
JRJC
Chipotle Mexican Grill, Inc. : Strong
2Q Sales, Lower Costs Drive
Earnings Beat; Raising Estimates
19-Sep-07 Harry C.
Curtis
CHH
CPS
Fred W.
Searby
Christopher & Banks Corporation
Kim
Chunghwa Telecom
CBK
Christopher & Banks Corp. :
Running a Tighter Ship; Trends
Encouraging
OVERWEIGHT 0.0900
2412.TW
10-Sep-07 Jimmy
Cheong
30-Aug-07 Jimmy
Cheong
Ciena Corporation
Price Target Period
Begin Date End Date
Q2-08
Chipotle Mexican Grill, Inc.
1-Aug-07
-0.5800
China Finance Online Co. (ADR)
25-Sep-07 Dick Wei
Current Year
EPS
EPS
EPS
Chunghwa Telecom Co., Ltd :
August sales up 2% y/y - ALERT
Chunghwa Telecom Co., Ltd : Solid
1H07 result driven by good cost
control
NEUTRAL
1.1727
Q2-07
NA
Q3-07
4.5700
FY07
TWD
59.00
10-Sep-07
Jun-08
NEUTRAL
1.1727
Q2-07
NA
Q3-07
3.9636
FY07
TWD
64.00
1-Feb-07
Jun-08
CIENA Corp : FQ307 Wrap: Strong OVERWEIGHT 0.4100
Quarter, Solid Guidance - Next Stop
Q3-07
0.3300
Q4-07
1.1200
FY07
USD
*
NA
NA
CIEN
31-Aug-07 Ehud A.
Gelblum Ph
Page 45 of 225
Publish
Date
Certifying
Analyst
Headline
D
30-Aug-07 Ehud A.
Gelblum Ph
D
CIGNA Corporation
2-Aug-07
William
Georges
30-Jul-07
William
Georges
Cincinnati Bell Inc.
2-Aug-07
Jonathan
Chaplin
Jonathan
Chaplin
1-Aug-07
Cigna : Strong 2Q Results Clouded
by Broader Market Concerns;
Raising Estimates
Cigna : Second Quarter Preview:
Expect Solid 2Q Results
19-Jul-07
0.3300
Q4-07
1.1200
FY07
USD
*
NA
NA
0.9600
Q2-07
0.8900
Q3-07
3.5600
FY07
USD
*
NA
NA
NEUTRAL
0.8600
Q2-07
0.8900
Q3-07
3.5600
FY07
USD
*
NA
NA
0.0800
Q2-07
0.0800
Q3-07
0.3200
FY07
USD
6.00
13-Sep-07
Mar-08
0.0800
Q2-07
0.0800
Q3-07
0.3100
FY07
USD
6.00
13-Sep-07
Mar-08
0.0800
Q2-07
0.0800
Q3-07
0.3100
FY07
USD
*
NA
NA
0.0900
Q2-07
0.0800
Q3-07
0.3200
FY07
USD
*
NA
NA
0.0900
Q2-07
0.0800
Q3-07
0.3200
FY07
USD
*
NA
NA
Cinemark, Inc. : Under-Appreciated OVERWEIGHT 0.1500
Margin and Dividend Story; Initiate
at Overweight
Q2-07
0.0000
Q3-07
1.6200
FY07
USD
*
NA
NA
Cintas Corp. : FY2007 10K Review OVERWEIGHT 0.6200
Q4-08
NA
Q1-09
2.2400
FY07
USD
*
NA
NA
Cintas Corp. : F4Q07 EPS Above
Expectations, Solid Results
Q4-08
NA
Q1-09
2.3100
FY07
USD
*
NA
NA
Q2-08
0.1400
Q3-08
0.4400
FY07
USD
*
NA
NA
CNK
CTAS
Michael J.
Fox
Michael J.
Fox
Circuit City Stores, Inc.
21-Sep-07 Stephen
Q3-07
NEUTRAL
Cincinnati Bell, Inc. : Comments at OVERWEIGHT
Goldman Conference Support Our
Thesis - ALERT
Cincinnati Bell, Inc. : Taking Up
OVERWEIGHT
Estimates Following Mgmt
Meetings; Adding to JPM Focus List
with $6 March 08 Price Target
Cincinnati Bell, Inc. : 2Q07 Results OVERWEIGHT
Underscore Positive Investment
Thesis
Cincinnati Bell, Inc. : 2Q07 Quick OVERWEIGHT
Take - ALERT
Cincinnati Bell, Inc. :
OVERWEIGHT
Second-Quarter 2007 Preview ALERT
Cinemark Holdings, Inc.
1-Aug-07
Price Target Period
Begin Date End Date
CBB.N
20-Sep-07 Barton
Crockett
Cintas Corporation
CI
13-Sep-07 Jonathan
Chaplin
Jonathan
Chaplin
Current Year
EPS
EPS
EPS
15% Op Margins; Raising Ests
CIENA Corp : FQ307 Quick Take: OVERWEIGHT 0.3200
Very Strong Gross Margin Drives
Hefty EPS Beat; Reit OW - ALERT
18-Sep-07 Jonathan
Chaplin
3-Aug-07
Rating
OVERWEIGHT
NA
CC
Circuit City Stores : Batteries Still
OVERWEIGHT -0.3800
Page 46 of 225
Publish
Date
Certifying
Analyst
Headline
Chick
8-Aug-07
8-Aug-07
Ehud A.
Gelblum Ph
D
6-Aug-07
Ehud A.
Gelblum Ph
D
16-Jul-07
Price Target Period
Begin Date End Date
Cisco Systems : It's All About
Collaboration and Video; Reit OW
OVERWEIGHT 0.4300
Q4-08
0.4300
Q1-09
1.5600
FY07
USD
*
NA
NA
Cisco Systems : FQ407 Wrap:
OVERWEIGHT 0.4200
Penny Beat Trumped by New
12-17% LT Annual Revenue Growth
Guidance; Reit OW
Cisco Systems : FQ407 Wrap:
OVERWEIGHT 0.4200
Penny Beat Trumped by New
12-17% LT Annual Revenue Growth
Guidance; Reit OW
Cisco Systems : FQ407 Preview: OVERWEIGHT 0.3500
Expecting a Strong Quarter, and
Revenue Growth Guidance of 15%+
for FY08
Q4-08
0.4300
Q1-09
1.5600
FY07
USD
*
NA
NA
Q4-08
0.4300
Q1-09
1.5600
FY07
USD
*
NA
NA
Q4-07
0.3700
Q1-08
1.3300
FY07
USD
*
NA
NA
CIT
George A.
Sacco
Citi Trends, Inc.
CIT Group : Adjusting EPS Ests. for
Portfolio Purchases and Higher Fee
Income; Credit Quality Likely to
Weaken
NEUTRAL
NA
Q2-07
NA
Q3-07
5.2500
FY07
USD
*
NA
NA
Citi Trends, Inc. : Highlights From
Meetings With Management
Citi Trends, Inc. : Off Price Gonna
Be on Sale; Slashing Estimates
NEUTRAL
0.0700
Q2-08
0.1900
Q3-08
1.3500
FY07
USD
*
NA
NA
NEUTRAL
0.1500
Q2-08
0.2700
Q3-08
1.6000
FY07
USD
*
NA
NA
OVERWEIGHT 1.1800
Q2-07
NA
Q3-07
4.5900
FY07
USD
*
NA
NA
OVERWEIGHT 1.1800
Q2-07
NA
Q3-07
4.5900
FY07
USD
*
NA
NA
OVERWEIGHT 1.1800
Q2-07
NA
Q3-07
4.5900
FY07
USD
*
NA
NA
OVERWEIGHT 1.1800
Q2-07
1.1400
Q3-07
4.4900
FY07
USD
*
NA
NA
OVERWEIGHT 1.1400
Q2-07
1.1500
Q3-07
4.4900
FY07
USD
*
NA
NA
CTRN
28-Sep-07 Evren
Kopelman
9-Aug-07 Evren
Kopelman
Citigroup Inc.
CSCO
Ehud A.
Gelblum Ph
D
Ehud A.
Gelblum Ph
D
CIT Group Inc.
Current Year
EPS
EPS
EPS
Required: High Risk/High Return;
Overweight - Q208 Review
Cisco Systems, Inc.
6-Sep-07
Rating
C
11-Sep-07 Vivek Juneja
4-Sep-07
Vivek Juneja
9-Aug-07
Vivek Juneja
23-Jul-07
Vivek Juneja
19-Jul-07
Vivek Juneja
Citigroup Inc. : CP Mkt Slight Ebb,
Growing B/S, Subprime Fallout
Citigroup Inc. : Subprime Option
Exercised - Opportunistic Purchase
of Ameriquest Assets - ALERT
Citigroup Inc. : Further Home Eq
Weakness in 3Q - 10Q
Citigroup Inc. : 2Q: Intl Mkts, Credit
Quality Key, Consumer Weak
Citigroup Inc. : 10% Chile Bank
Page 47 of 225
Publish
Date
Certifying
Analyst
Headline
5-Jul-07
Vivek Juneja
Stake, Complex Struc, Mgmt Ctrl?
Citigroup Inc. : Raising Estimates forOVERWEIGHT
Better Growth in GWM, Inv. Bkg
Globally
Citizens Communications
1-Aug-07
Jonathan
Chaplin
Citrix Systems, Inc.
18-Jul-07
Adam Holt
10-Jul-07
Adam Holt
2-Jul-07
Adam Holt
Price Target Period
Begin Date End Date
NA
Q2-07
NA
Q3-07
4.4700
FY07
USD
*
NA
NA
0.1800
Q2-07
0.1800
Q3-07
0.6800
FY07
USD
*
NA
NA
0.4000
Q2-07
0.3800
Q3-07
1.5600
FY07
USD
*
NA
NA
0.3700
Q2-07
0.3800
Q3-07
1.5600
FY07
USD
*
NA
NA
0.3700
Q2-07
0.3800
Q3-07
1.5700
FY07
USD
*
NA
NA
0.3700
Q2-07
0.3800
Q3-07
1.5700
FY07
USD
*
NA
NA
0.3700
Q2-07
0.3800
Q3-07
1.5700
FY07
USD
*
NA
NA
0.3700
Q2-07
0.3800
Q3-07
1.5700
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-08
0.2000
Q3-08
0.8600
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-08
0.2000
Q3-08
0.8600
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-08
0.2000
Q3-08
0.8600
FY07
USD
*
NA
NA
NEUTRAL
0.4200
Q2-07
0.3800
Q3-07
1.4100
FY07
USD
*
NA
NA
NEUTRAL
Citrix Systems, Inc. : Citrix Gets
OVERWEIGHT
Back on File, Publishing Restated
Model
Citrix Systems, Inc. : Citrix Doubles OVERWEIGHT
Down on Virtualization
Citrix Systems, Inc. : Application
OVERWEIGHT
Virtualization Breaks Out in Strong
Q2
Citrix Systems, Inc. : Surprisingly OVERWEIGHT
Strong Q2 Sets Stage for Second
Half - ALERT
Citrix Systems, Inc. : Transitional Q2OVERWEIGHT
- Last Hurdle to Second Half Story
Citrix Systems, Inc. : Preliminary Q2OVERWEIGHT
Channel Work Points to Potential
NetScaler Weakness
CKE Restaurants, Inc.
CKR
22-Aug-07 Steven Rees
CKE Restaurants : Better Hardee's
Comps, Offset By Lower Carl's Jr.;
Lowering Est's Based on Cost
Pressures
CKE Restaurants : P6 Sales In Line
With Expectations: Carl's Slightly
Above, Hardee's Slightly Below;
Operating Cost Pressures Persist
CKE Restaurants : Significant L-T
Potential, But N-T Margin Concerns
Warrant Neutral Rating
24-Jul-07
Steven Rees
23-Jul-07
Steven Rees
Clear Channel Communications, Inc.
25-Sep-07 John
Blackledge
CTXS
15-Aug-07 Adam Holt
Adam Holt
Current Year
EPS
EPS
EPS
CZN.N
Citizens Communications : 2Q07
Quick Take - ALERT
11-Sep-07 Adam Holt
19-Jul-07
Rating
CCU
Clear Channel Communications :
Shareholders Approve Takeover
Page 48 of 225
Publish
Date
Certifying
Analyst
27-Jul-07
John
Blackledge
27-Jul-07
John
Blackledge
Headline
Deal at $39.20 - ALERT
Clear Channel Communications :
2Q07 First Glance: Radio and
Domestic Outdoor Drive Results
Ahead of Expectations - ALERT
Clear Channel Outdoor : Strong
Domestic Growth Offset in Part by
Decline in Int'l Margins Drives 2Q
Upside
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
NEUTRAL
0.4200
Q2-07
0.3700
Q3-07
1.4100
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q4-07
0.1300
Q4-07
0.5500
FY07
USD
*
NA
NA
Clearwire Corporation
CLWR
7-Aug-07
Clearwire : Strong 2Q. Core marketsOVERWEIGHT -0.6300
demonstrating impressive scale.
Clearwire : Weakness frankly
OVERWEIGHT -0.6300
confounding. Needless worry
post-2Q. Buy on weakness. ALERT
Clearwire : No reason for the stock OVERWEIGHT -0.3200
to be pummeled in front of 2Q. Buy
Buy Buy - ALERT
Clearwire : 2Q07 1st take: Strong OVERWEIGHT -0.3200
net adds. 14 mkts EBITDA positive.
Positive - ALERT
Clearwire : Mgmt meetings affirm OVERWEIGHT -0.3200
stronger visibility. Upside of VOIP,
Laptop Cards, Dish/DIRECTV.
Q2-07
-0.4000
Q3-07
-1.8800
FY07
USD
*
NA
NA
Q2-07
-0.4000
Q3-07
-1.8800
FY07
USD
*
NA
NA
Q2-07
-0.4000
Q3-07
-1.8800
FY07
USD
*
NA
NA
Q2-07
-0.4000
Q3-07
-1.8800
FY07
USD
*
NA
NA
Q2-07
-0.4000
Q3-07
-1.8800
FY07
USD
*
NA
NA
CME : Strong Quarter, Strong
Outlook for 2007 - ALERT
Q2-07
NA
Q3-07
2.0200
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
0.8500
FY07
USD
23.00
3-May-07
May-08
Q2-07
NA
Q3-07
0.8500
FY07
USD
23.00
3-May-07
May-08
Q2-07
NA
Q3-07
0.8500
FY07
USD
23.00
3-May-07
May-08
7-Aug-07
Thomas J.
Lee
Thomas J.
Lee
6-Aug-07
Thomas J.
Lee
6-Aug-07
Thomas J.
Lee
2-Jul-07
Thomas J.
Lee
CME Group Inc.
2-Aug-07
CETV
Cesar Tiron
CMS Energy Corporation
20-Sep-07 Andrew
Smith
18-Sep-07 Andrew
Smith
24-Aug-07 Andrew
Smith
OVERWEIGHT
NA
CMS
CMS Energy Corp : Analyst Day
OVERWEIGHT 0.0800
Illustrates Growth Opportunities and
Financial Flexibility
CMS Energy Corp : Staff
OVERWEIGHT 0.0800
Recommends No Partial Interim
Rate Relief; Limited Bearing on
Final Outcome - Neutral - ALERT Corrected Alert supersedes any
previous - ALERT
CMS Energy Corp : Continued
OVERWEIGHT 0.0800
Underperformance of Shares
Unwarranted - Reiterating
Page 49 of 225
Publish
Date
Certifying
Analyst
7-Aug-07
Andrew
Smith
20-Jul-07
Andrew
Smith
CNET Networks, Inc.
27-Jul-07
Imran Khan
CNH Global N.V. (ADR)
23-Jul-07
Stephen
Volkmann
CFA
Coach, Inc.
6-Aug-07
Headline
26-Jul-07
25-Jul-07
8-Aug-07
Price Target Period
Begin Date End Date
Q2-07
NA
Q3-07
0.8500
FY07
USD
23.00
3-May-07
May-08
Q2-07
NA
Q3-07
0.8500
FY07
USD
23.00
3-May-07
May-08
CNET Networks : 2Q US Growth
Disappoints, Adjusting Est.
NEUTRAL
-0.0100
Q2-07
0.0300
Q3-07
1.3600
FY07
USD
*
NA
NA
CNH Global : Strong 2Q Driven by
NEUTRAL
Ag, FY07 Guidance Raised - ALERT
0.9900
Q2-07
0.4400
Q3-07
2.3000
FY07
USD
*
NA
NA
Coach, Inc : Safer Play in Choppy
Retail Tape; Raising Est.
NEUTRAL
0.4900
Q4-08
NA
Q1-09
2.0500
FY07
USD
*
NA
NA
NEUTRAL
0.5400
Q2-07
0.4300
Q3-07
1.2500
FY07
USD
*
NA
NA
NEUTRAL
0.5400
Q2-07
0.4300
Q3-07
1.2500
FY07
USD
*
NA
NA
NEUTRAL
0.5400
Q2-07
0.4300
Q3-07
1.2500
FY07
USD
*
NA
NA
NEUTRAL
0.0700
Q2-07
0.0700
Q3-07
0.2700
FY07
USD
*
NA
NA
NEUTRAL
0.0700
Q2-07
0.0700
Q3-07
0.2700
FY07
USD
*
NA
NA
NEUTRAL
0.1100
Q2-07
0.0800
Q3-07
0.3600
FY07
USD
*
NA
NA
CNH
COH
Brian J.
Tunick
John
Faucher
John
Faucher
John
Faucher
CCE
Coca-Cola Enterprises : A Good Q2
Result For CCE - ALERT
Coca-Cola Enterprises : Saying All
The Right Things
Coca-Cola Enterprises : Reading
The Print: What To Look For In
CCE's Q2
CDE
John Bridges Coeur d'Alene : Quick Q2'07: Cerro
Bayo weak this quarter, but
progress continues with the vital
Palmarejo purchase - ALERT
John Bridges Coeur d'Alene : Wrap Q2'07: Stock
basing?
Cogent, Inc.
CNET
Coeur d'Alene Mines Corporation
8-Aug-07
Current Year
EPS
EPS
EPS
Investment Case
CMS Energy Corp : Proposed
OVERWEIGHT 0.0800
Settlement in Gas Rate Case
Removes Uncertainty - Positive ALERT
CMS Energy Corp : Staff Testimony OVERWEIGHT NA
Sets a Likely Floor in Gas Rate
Case; Positive for Stock; Reit OW ALERT
Coca-Cola Enterprises Inc.
26-Jul-07
Rating
COGT
Cogent Systems : Northrop
Page 50 of 225
Publish
Date
2-Aug-07
Certifying
Analyst
Paul Coster
Headline
Grumman Settles Lawsuit for $60m
- ALERT
Cogent Systems : 2Q07 Results
Beat, Guidance Raised; Adj. Ests
Cognizant Technology Solutions Corp.
17-Sep-07 Christine
Pezino
2-Aug-07
Christine
Pezino
31-Jul-07
Christine
Pezino
12-Jul-07
Christine
Pezino
Rating
NEUTRAL
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
0.1100
Q2-07
0.0900
Q3-07
0.3300
FY07
USD
*
NA
NA
OVERWEIGHT 0.5400
Q2-07
0.5800
Q3-07
2.2300
FY07
USD
100.00
12-Jul-07
Jan-08
OVERWEIGHT 0.5400
Q2-07
0.5700
Q3-07
2.2000
FY07
USD
100.00
12-Jul-07
Jan-08
OVERWEIGHT 0.5300
Q2-07
0.5700
Q3-07
2.2000
FY07
USD
100.00
12-Jul-07
Jan-08
OVERWEIGHT 0.5300
Q2-07
0.5700
Q3-07
2.2000
FY07
USD
100.00
12-Jul-07
Jan-08
CTSH
Cognizant Technology Solutions :
Announces Share Buyback and
Stock Split - POSITIVE
Another Buying Opportunity
Presents Itself, May be the Last,
Reiterate OW
Q207 Results Preview: Well
Positioned to Outperform
Expectations
Poised for Seasonal
Outperformance; Adding to Focus
List, Setting $100 Price Target
Cognos Incorporated
COGN
28-Sep-07 Adam Holt
Cognos : License Set to Accelerate, OVERWEIGHT
Strong CAD Trips EPS Outlook
Cognos : Solid Q2, EPS Guidance OVERWEIGHT
Looks Conservative
Cognos : Risk-Reward
OVERWEIGHT
Favorable--Upgrading to Overweight
Cognos : Cognos Strengthens
NEUTRAL
Performance Mgmt. Positioning
0.4000
Q2-08
0.5300
Q3-08
2.0500
FY07
USD
*
NA
NA
0.3700
Q2-08
0.5300
Q3-08
2.0500
FY07
USD
*
NA
NA
0.3700
Q2-08
0.5300
Q3-08
2.0500
FY07
USD
*
NA
NA
0.3700
Q2-08
0.5300
Q3-08
2.0500
FY07
USD
*
NA
NA
Coinstar Inc. : Inline Quarter,
Remain Neutral. Adj Estimates
0.1200
Q2-07
0.1700
Q3-07
0.5400
FY07
USD
*
NA
NA
Coldwater Creek Inc. : Just
OVERWEIGHT 0.0900
Lowering the Bar or 2H Really That
Bleak?
Q2-08
0.2000
Q3-08
0.7200
FY07
USD
*
NA
NA
27-Sep-07 Adam Holt
6-Sep-07
Adam Holt
5-Sep-07
Adam Holt
Coinstar, Inc.
6-Aug-07
CSTR
Amir J.
Markowitz
Coldwater Creek Inc.
Kim
NEUTRAL
CWTR
Coley Pharmaceutical Group, Inc.
COLY
Page 51 of 225
Publish
Date
Certifying
Analyst
3-Aug-07
Richard
Smith
Headline
Coley Pharmaceutical Group :
PF'676 still in the clinic; Building
early stage pipeline; Adj Est.
Rating
Price Target Period
Begin Date End Date
-0.5300
Q2-07
-0.0700
Q3-07
-0.7000
FY07
USD
*
NA
NA
0.8400
Q2-07
0.8300
Q3-07
3.3000
FY07
USD
*
NA
NA
0.8400
Q2-07
0.8300
Q3-07
3.3000
FY07
USD
*
NA
NA
0.8400
Q2-07
0.8300
Q3-07
3.3000
FY07
USD
*
NA
NA
0.8400
Q2-07
0.8300
Q3-07
3.3000
FY07
USD
*
NA
NA
0.8400
Q2-07
0.8300
Q3-07
3.3000
FY07
USD
*
NA
NA
Collective Brands Inc.
PSS
30-Aug-07 Robert
Samuels
Collective Brands Inc : Longer-TermOVERWEIGHT 0.4300
Thesis Intact; Adj. Ests.
Q2-08
0.4600
Q3-08
1.7000
FY07
USD
*
NA
NA
Colgate-Palmolive Company
26-Jul-07
25-Jul-07
24-Jul-07
24-Jul-07
16-Jul-07
John
Faucher
John
Faucher
John
Faucher
John
Faucher
John
Faucher
Steven
Alexopoulos
CMA
Comerica, Incorporated : 2Q07
Post-Call Comments; 2Q Results
Underscore Headwinds Facing
CMA, Maintain Neutral
Commerce Bancorp, Inc.
24-Jul-07
Steven
Alexopoulos
24-Jul-07
Steven
Alexopoulos
CL
Colgate-Palmolive : Nothing
OVERWEIGHT
Counterfeit About These Results
Colgate-Palmolive : CL Posts
OVERWEIGHT
Another High Quality Quarter ALERT
Colgate-Palmolive : Expect Another OVERWEIGHT
Strong Quarter for CL
Colgate-Palmolive : Reading The OVERWEIGHT
Print: What To Look For In CL's Q2
Colgate-Palmolive : Compensation OVERWEIGHT
Data For New CEO Keeps The Bar
At Current Levels - ALERT
Comerica Incorporated
18-Jul-07
Stephen
Volkmann
CFA
NEUTRAL
1.2200
Q2-07
1.2500
Q3-07
4.9500
FY07
USD
*
NA
NA
NEUTRAL
0.4200
Q2-07
0.4300
Q3-07
1.6900
FY07
USD
*
NA
NA
NEUTRAL
0.4200
Q2-07
0.4300
Q3-07
1.6900
FY07
USD
*
NA
NA
NEUTRAL
0.0148
Q2-07
0.3000
Q3-07
0.4000
FY07
USD
*
NA
NA
CBH
Commerce Bancorp Inc. : 2Q07
First Look; CBH Beats the Street,
but Period End Deposit Growth
Stalls - ALERT
Commerce Bancorp Inc. : 2Q07
Review: Strong Second Quarter
Showing Out of CBH, but Maintain
Neutral on Steep Valuation
Commercial Vehicle Group, Inc.
26-Jul-07
NEUTRAL
Current Year
EPS
EPS
EPS
CVGI
Commercial Vehicle Group : 2Q
Miss on Weaker Volumes and End
Market Mix; Lowering Estimates.
Page 52 of 225
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Date
Certifying
Analyst
Headline
Community Health Systems
1-Aug-07
Andreas
Dirnagl
30-Jul-07
Andreas
Dirnagl
1-Aug-07
Aaron M.
Schwartz
9-Jul-07
Aaron M.
Schwartz
3-Jul-07
Aaron M.
Schwartz
31-Jul-07
David Silver
0.5500
Q3-07
2.3400
FY07
USD
*
NA
NA
Q2-07
0.5500
Q3-07
2.3400
FY07
USD
*
NA
NA
0.1100
Q1-08
0.1200
Q2-08
0.5700
FY07
USD
*
NA
NA
0.1100
Q1-08
0.1300
Q2-08
0.5700
FY07
USD
*
NA
NA
0.0700
Q1-08
0.0900
Q2-08
0.4200
FY07
USD
*
NA
NA
0.0700
Q1-08
0.0900
Q2-08
0.4200
FY07
USD
*
NA
NA
0.0700
Q1-08
0.0900
Q2-08
0.4200
FY07
USD
*
NA
NA
Compass Minerals International, Inc.OVERWEIGHT -0.1000
: We Raise our Rating to Overweight
Compass Minerals International, Inc. NEUTRAL -0.1000
: Financial Flexibility Rising
Q2-07
0.0700
Q3-07
1.8500
FY07
USD
*
NA
NA
Q2-07
0.0800
Q3-07
1.8000
FY07
USD
*
NA
NA
CVLT
CommVault Systems : Patience Will OVERWEIGHT
Be Rewarded; Simpana Update
CommVault Systems : CVLT
OVERWEIGHT
Navigates Through Q1, Simpana Is
the Next Phase
CommVault Systems : Q1 Preview: OVERWEIGHT
We Continue to Like the Model for
2H
CommVault Systems : v7.0 ReleaseOVERWEIGHT
Is Official; We Look for Upside in
2H08
CommVault Systems : Mid-July v7.0OVERWEIGHT
Product Launch Could Provide 2H08
Upside
CMP
CSC
Computer Sciences : Updating for
Acq; Publishing 2009 Estimates
Computer Sciences : F1Q08
Bookings: Another Solid Signings
Quarter - ALERT
Compuware Corporation
16-Aug-07 Aaron M.
Schwartz
27-Jul-07 Aaron M.
Schwartz
Price Target Period
Begin Date End Date
Q2-07
Computer Sciences Corporation
22-Aug-07 Tien-Tsin
Huang
2-Jul-07 Tien-Tsin
Huang
CYH
Compass Minerals International, Inc.
Current Year
EPS
EPS
EPS
Community Health : CYH: Setting OVERWEIGHT 0.5700
the Stage, Raising Estimates for TRI
Acquisition
Community Health : CYH: 2Q07 HitsOVERWEIGHT 0.5700
Street Expectations - ALERT
CommVault Systems, Inc.
26-Sep-07 Aaron M.
Schwartz
3-Aug-07 Aaron M.
Schwartz
Rating
NEUTRAL
0.7400
Q1-08
0.8500
Q2-08
4.1400
FY07
USD
*
NA
NA
NEUTRAL
0.7400
Q1-08
0.8500
Q2-08
4.1400
FY07
USD
*
NA
NA
NEUTRAL
0.0400
Q1-08
0.0900
Q2-08
0.4800
FY07
USD
*
NA
NA
NEUTRAL
0.0400
Q1-08
0.1000
Q2-08
0.5400
FY07
USD
*
NA
NA
CPWR
Compuware : Stock Repurchase
Activity to Slow, Adjusting Estimates
Compuware : Q108 Inline With
Preliminary Results, Further
Restructuring Expected
Page 53 of 225
Publish
Date
Certifying
Analyst
11-Jul-07
Aaron M.
Schwartz
Headline
Rating
Compuware : Q108 Miss Prompts
Further Change; Improvements Will
Take Time; Adjusting Estimates
NEUTRAL
Auty II
ConAgra Foods, Inc.
21-Sep-07 Pablo E.
Zuanic
20-Sep-07 Pablo E.
Zuanic
20-Sep-07 Pablo E.
Zuanic
7-Sep-07 Pablo E.
Zuanic
ConocoPhillips
KATHERINE
LUCAS
9-Jul-07
KATHERINE
LUCAS
3-Jul-07
KATHERINE
LUCAS
7-Aug-07
Q1-08
0.1000
Q2-08
0.5400
FY07
USD
*
NA
NA
Comverse Technology : Profitability OVERWEIGHT 0.1400
Shows Big Improvement
Comverse Technology : What to
OVERWEIGHT 0.1400
Focus on in Tonight's Earnings ALERT
Comverse Technology : Closer LookOVERWEIGHT 0.1400
at Segments
Q2-06
0.1700
Q3-06
0.6200
FY07
USD
*
NA
NA
Q2-06
0.1700
Q3-06
0.6200
FY07
USD
*
NA
NA
Q2-06
0.1700
Q3-06
0.6200
FY07
USD
*
NA
NA
ConAgra Foods : On the Impact of UNDERWEIGHT0.3100
the Peanut Butter Recall
ConAgra Foods : Quick Take on UNDERWEIGHT0.3300
1Q08
ConAgra Foods : Cutting EstimatesUNDERWEIGHT0.3300
For The Next 3 Quarters
ConAgra Foods : Touching Up
UNDERWEIGHT0.3800
Estimates, Remain UW
Q4-08
NA
Q1-09
1.4300
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
1.4800
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
1.4800
FY07
USD
*
NA
NA
Q4-08
0.3500
Q1-09
1.6100
FY07
USD
*
NA
NA
ConocoPhillips : 2Q07 Earnings
Beat on Downstream, Lukoil ALERT
ConocoPhillips : Additional $13b in
share repurchases represents 10%
of current market cap - ALERT
ConocoPhillips : 2Q07 interim
highlights downstream strength, but
cautions on full margin capture ALERT
NEUTRAL
2.6300
Q2-07
2.5700
Q3-07
9.3500
FY07
USD
*
NA
NA
NEUTRAL
2.2300
Q2-07
2.5000
Q3-07
8.8200
FY07
USD
*
NA
NA
NEUTRAL
2.2300
Q2-07
2.5000
Q3-07
8.8200
FY07
USD
*
NA
NA
Conseco, Inc. : Charges Mar
Results; Outlook Remains Cautious
NEUTRAL
0.3400
Q2-07
0.3600
Q3-07
1.2200
FY07
USD
*
NA
NA
NEUTRAL
0.7900
Q2-07
0.6000
Q3-07
2.5900
FY07
USD
*
NA
NA
CMVT
CAG
CNO
Jimmy
Bhullar
CONSOL Energy Inc.
10-Jul-07
Price Target Period
Begin Date End Date
COP
25-Jul-07
Conseco, Inc.
0.0400
Comverse Technology, Inc.
Auty II
Auty II
Current Year
EPS
EPS
EPS
CNX
John Bridges CONSOL Energy : Buchanan's
rockfall stock reaction overdone -
Page 54 of 225
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Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
ALERT
Consolidated Communications Holdings Inc
9-Aug-07
9-Aug-07
8-Aug-07
3-Jul-07
2-Jul-07
Jonathan
Chaplin
Jonathan
Chaplin
Jonathan
Chaplin
Jonathan
Chaplin
Jonathan
Chaplin
Consolidated Edison, Inc.
2-Aug-07
Andrew
Smith
19-Jul-07
Andrew
Smith
Andrew
Smith
20-Jul-07
Andrew
Smith
Q2-07
0.1700
Q3-07
0.6800
FY07
USD
*
NA
NA
OVERWEIGHT 0.1700
Q2-07
0.1700
Q3-07
0.6800
FY07
USD
*
NA
NA
OVERWEIGHT 0.1700
Q2-07
0.1700
Q3-07
0.6800
FY07
USD
*
NA
NA
OVERWEIGHT 0.1700
Q2-07
0.1800
Q3-07
0.6900
FY07
USD
*
NA
NA
OVERWEIGHT 0.1700
Q2-07
0.1800
Q3-07
0.6900
FY07
USD
*
NA
NA
ED
NEUTRAL
0.5500
Q2-07
NA
Q3-07
3.2000
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
3.2000
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q2-08
0.5600
Q3-08
1.4000
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-08
0.5700
Q3-08
1.3700
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-08
0.5700
Q3-08
1.3700
FY07
USD
*
NA
NA
NEUTRAL
0.7500
Q2-07
NA
Q3-07
4.5500
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
4.5500
FY07
USD
*
NA
NA
STZ.N
Constellation Brands : Solid Nielsen
Wine Industry Results
Constellation Brands : Raising FY
EPS After Q1 Upside
Constellation Brands : Slight
Deceleration in Nielsen Wine
Results
Constellation Energy Group, Inc.
27-Jul-07
OVERWEIGHT 0.1700
Consolidated Edison : 2Q07 Results
about in Line - Neutral for Stock ALERT
Consolidated Edison : Recommend
Buying on Weakness - ALERT
Constellation Brands, Inc.
24-Sep-07 Dara W.
Mohsenian
6-Jul-07 Dara W.
Mohsenian
2-Jul-07 Dara W.
Mohsenian
CNSL.OQ
Consolidated Communications :
2Q07 Quick Take - ALERT
Solid Results; Thesis on Track;
Reiterate Overweight
2Q07 Preview - ALERT
Acquisition of North Pittsburgh is
Positive
CNSL Acquires North Pittsburgh ALERT
CEG
Constellation Energy Group : 2Q
EPS Ahead of Ests and Guidance
Reaffirmed - ALERT
Constellation Energy Group : 10%
Purchase Option with EDF Nuclear
JV Likely to Support Shares ALERT
Page 55 of 225
Publish
Date
Certifying
Analyst
Headline
Continental Airlines, Inc.
Joseph D.
Allman
10-Sep-07 Thomas R.
Wadewitz
24-Aug-07 Thomas R.
Wadewitz
22-Aug-07 Thomas R.
Wadewitz
20-Aug-07 Thomas R.
Wadewitz
17-Jul-07 Thomas R.
Wadewitz
Q2-07
2.3500
Q3-07
4.7000
FY07
USD
*
NA
NA
Q2-07
1.5900
Q3-07
3.4900
FY07
USD
*
NA
NA
Continental Resources, Inc. : Core OVERWEIGHT 0.3400
Plays Progressing Well; Advancing
A Few New Ones
Q2-07
0.3400
Q3-07
1.2500
FY07
USD
*
NA
NA
Con-way : Strong 08 Company
Story; Highlights from Meetings with
Management
Con-way : Strategic Momentum
Continues as CNW Acquires a
Chinese Logistics Company
Con-way : Completion of CFI Deal is
Positive; Raising 08 EPS
Con-way : LTL Restructuring is a
Positive for CNW
Con-way : Defense Contract Win is
a Positive
Con-way : TL Acquisition is a
Positive but Revenue Synergies
have Execution Risk
Con-way : Searching for Balance in
Price / Volume Equation; Assuming
Coverage with Neutral Rating
CLR
Thomas R.
Wadewitz
Cooper Tire & Rubber Company
31-Jul-07
Price Target Period
Begin Date End Date
CNW
24-Sep-07 Thomas R.
Wadewitz
16-Jul-07
CAL.N
Continental Resources, Inc.
Con-way Inc.
Current Year
EPS
EPS
EPS
U.S. Airlines : Carrier RASM
OVERWEIGHT 2.1000
Previews; CAL EPS Trimmed
Continental Airlines, Inc. : Fear
OVERWEIGHT 2.1000
Begets Opportunity; CAL Added to
Focus List
16-Aug-07 Jamie Baker
8-Aug-07
Rating
Himanshu
Patel
Copa Holdings, S.A.
NEUTRAL
1.0400
Q2-07
1.0300
Q3-07
3.4800
FY07
USD
*
NA
NA
NEUTRAL
1.0400
Q2-07
1.0300
Q3-07
3.4800
FY07
USD
*
NA
NA
NEUTRAL
1.0400
Q2-07
1.0300
Q3-07
3.4800
FY07
USD
*
NA
NA
NEUTRAL
1.0400
Q2-07
1.0300
Q3-07
3.4800
FY07
USD
*
NA
NA
NEUTRAL
1.0400
Q2-07
1.0300
Q3-07
3.4800
FY07
USD
*
NA
NA
NEUTRAL
1.0000
Q2-07
1.0000
Q3-07
3.4100
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q2-07
1.0300
Q3-07
3.4000
FY07
USD
*
NA
NA
NEUTRAL
0.1500
Q2-07
0.4100
Q3-07
1.4000
FY07
USD
*
NA
NA
OVERWEIGHT 0.6500
Q2-07
1.3800
Q3-07
4.4600
FY07
USD
*
NA
NA
CTB
Cooper Tire & Rubber : Quick Take
On Sale of Retread Business ALERT
CPA
15-Aug-07 Jamie Baker
Core Laboratories N.V.
Copa Holdings, S.A. : 60-Second
Update - ALERT
CLB
Page 56 of 225
Publish
Date
Certifying
Analyst
Headline
27-Jul-07
Kevin Pollard Core Laboratories N.V. : Add Oil
Sands to the List of CLB's Growth
Markets
Rating
Price Target Period
Begin Date End Date
1.1800
Q2-07
1.2800
Q3-07
4.8500
FY07
USD
*
NA
NA
29-Aug-07 Edward
Yruma
2-Aug-07 Edward
Yruma
16-Jul-07 Edward
Yruma
Corinthian Colleges, Inc : 4Q:
OVERWEIGHT 0.0500
Positive Signs, Inflection Point
Corinthian Colleges, Inc : 4Q: MixedOVERWEIGHT 0.1200
Bag, Look Beyond
Corinthian Colleges, Inc : Leaving OVERWEIGHT 0.1200
Base Camp; Initiate at Overweight
Q1-08
0.1200
Q2-08
0.4200
FY08
USD
*
NA
NA
Q4-07
0.0500
Q1-08
0.3800
FY07
USD
*
NA
NA
Q4-07
0.0500
Q1-08
0.3800
FY07
USD
*
NA
NA
Corning Incorporated
GLW
19-Sep-07 Curtis
Woodworth
Corning : GLW Guides To High
OVERWEIGHT
Range of 3Q EPS; Reit. Focus List
Pick as Fundamentals Remain
Strong
Corning : Secular Trends in LCD
OVERWEIGHT
Markets Remain Powerful - JPM
Now Forecasts 55% Area Growth in
2008
Corning : Sell-Off on Inventory
OVERWEIGHT
Concerns Unwarranted - Demand
Fundamentals Strong for IT and
LCD TV
Corning : Sell-Off Unwarranted OVERWEIGHT
EPS Growth Remains Strong and
Panel Maker Inventories are
Normal; Reit OW
Corning : 2Q Upside Driven by
OVERWEIGHT
Strong Display Volumes / Supply
Chain Noise Creates Buying Opp ALERT
0.3400
Q2-07
0.3700
Q3-07
1.3700
FY07
USD
32.00
19-Jun-07
Jun-08
0.3400
Q2-07
0.3700
Q3-07
1.3700
FY07
USD
32.00
19-Jun-07
Jun-08
0.3400
Q2-07
0.3700
Q3-07
1.3700
FY07
USD
32.00
19-Jun-07
Jun-08
0.3400
Q2-07
0.3500
Q3-07
1.3300
FY07
USD
32.00
19-Jun-07
Jun-08
0.3200
Q2-07
0.3500
Q3-07
1.3300
FY07
USD
32.00
19-Jun-07
Jun-08
Costco Wholesale Corporation :
OVERWEIGHT 0.8300
Deja Vu, Buy on the Dip as Margin
Thesis Intact
Costco Wholesale Corporation : A OVERWEIGHT 0.8300
Closer Look - New Store
Economics, Overweight
Q4-07
NA
Q1-08
2.5500
FY07
USD
*
NA
NA
Q4-07
NA
Q1-08
2.5500
FY07
USD
*
NA
NA
Corinthian Colleges, Inc.
8-Aug-07
Curtis
Woodworth
2-Aug-07
Curtis
Woodworth
26-Jul-07
Curtis
Woodworth
25-Jul-07
Curtis
Woodworth
COCO
Costco Wholesale Corporation
6-Sep-07
Charles
Grom
20-Jul-07
Charles
Grom
Cott Corporation
NEUTRAL
Current Year
EPS
EPS
EPS
COST
COT
Page 57 of 225
Publish
Date
Certifying
Analyst
24-Sep-07 Dara W.
Mohsenian
20-Jul-07
Dara W.
Mohsenian
Headline
Rating
Cott Corp : Lowering EPS After
Negative
Pre-Announcement-Weakness
Likely to Linger
Cott Corp : Lowering FY EPS After
Weak Q2 EPS
NEUTRAL
0.1600
Q2-07
0.1500
Q3-07
0.4000
FY07
USD
*
NA
NA
NEUTRAL
0.1600
Q2-07
0.1700
Q3-07
0.4000
FY07
USD
*
NA
NA
NEUTRAL
0.8100
Q2-07
1.0000
Q3-07
3.7500
FY07
USD
*
NA
NA
NEUTRAL
0.8100
Q2-07
1.0000
Q3-07
3.7500
FY07
USD
*
NA
NA
NEUTRAL
0.8100
Q2-07
1.0000
Q3-07
3.7500
FY07
USD
*
NA
NA
NEUTRAL
1.1000
Q2-07
1.0500
Q3-07
4.0500
FY07
USD
*
NA
NA
NEUTRAL
0.2100
Q2-07
NA
Q3-07
0.8500
FY07
USD
*
NA
NA
Coventry Health Care Inc. :
NEUTRAL
Coventry Completes Acquisition of
Vista Healthplans; Raising
Estimates
Coventry Health Care Inc. : 2QEPS NEUTRAL
of $0.96 Beats Estimates; Reaffirms
2007 EPS Guidance - ALERT
Coventry Health Care Inc. : Solid 2Q NEUTRAL
Results Driven By Medicare and
Part D
0.9600
Q2-07
1.0700
Q3-07
4.0000
FY07
USD
*
NA
NA
0.9400
Q2-07
1.0700
Q3-07
3.9800
FY07
USD
*
NA
NA
0.9400
Q2-07
1.0700
Q3-07
3.9800
FY07
USD
*
NA
NA
Countrywide Financial Corporation
23-Aug-07 George A.
Sacco
15-Aug-07 George A.
Sacco
10-Aug-07 George A.
Sacco
17-Jul-07
George A.
Sacco
26-Jul-07
Andrew
Smith
31-Jul-07
William
Georges
31-Jul-07
William
Georges
Price Target Period
Begin Date End Date
CVA
Covanta Holding Corp. : Sell-Off
Unwarranted Given Solid
Fundamentals; Reiterate Neutral
Coventry Health Care, Inc.
11-Sep-07 William
Georges
CFC
Countrywide Financial Corporation :
BAC Investment A Significant
Near-term Positive for Sentiment ALERT
S&P Affirms ABCP Ratings, but
Monthly Numbers Show
Unwarranted Headcount Growth ALERT
10Q Market Comments Are Not
New; Press Reports Are an
Overreaction - ALERT
Tough Pricing and Credit
Environment Offset Benefit of
Strong Volume; Cutting Estimates
Covanta Holding Corporation
Current Year
EPS
EPS
EPS
CVH
Page 58 of 225
Publish
Date
Certifying
Analyst
Covidien Ltd.
Taylor Harris
Cox Radio, Inc.
2-Aug-07
1-Aug-07
CRA International, Inc.
25-Jul-07
Covidien : Value Drivers Perform,
While Spending Ramps
Covidien : Early Read on F3Q
Results
Price Target Period
Begin Date End Date
NEUTRAL
0.6700
Q3-07
0.6000
Q4-07
2.8700
FY07
USD
*
NA
NA
NEUTRAL
0.7500
Q3-07
0.6000
Q4-07
2.8700
FY07
USD
*
NA
NA
Cox Radio Inc. : 2Q Slightly Ahead UNDERWEIGHT0.2100
of Forecast but 3Q Guidance In-Line
Cox Radio Inc. : 2Q07 First Glance:UNDERWEIGHT0.1800
A Better than Expected Quarter,
Though Growth Remains Elusive ALERT
Q2-07
0.2000
Q3-07
0.7200
FY07
USD
*
NA
NA
Q2-07
0.2000
Q3-07
0.7200
FY07
USD
*
NA
NA
CRA International : F3Q07 Glance: OVERWEIGHT 0.8800
EPS Below Consensus Despite
Solid Revenue Growth, Mgt
Reiterates Guidance
Q3-07
0.7600
Q4-07
2.7200
FY07
USD
*
NA
NA
Crane : Raising FY07 Ests. on
Increased Guid. and Margin Upside
at Eng Materials & Merchandising;
Reit. N
0.8400
Q2-07
0.7500
Q3-07
2.9500
FY07
USD
*
NA
NA
Credence Systems Corp : F3Q07 UNDERWEIGHT0.0600
Earnings - Better Than Expected
Results Tempered By Weak
Guidance; Adj. Ests.
Q3-07
0.1300
Q4-07
0.2300
FY07
USD
*
NA
NA
Q2-07
0.6200
Q3-07
1.5000
FY07
USD
*
NA
NA
Q2-07
0.6300
Q3-07
1.4500
FY07
USD
*
NA
NA
Q2-07
0.6300
Q3-07
1.4500
FY07
USD
*
NA
NA
CRAI.OQ
Credence Systems Corp.
Crown Holdings, Inc.
Shank
17-Jul-07
CR
Curtis
Woodworth
Blansett
18-Jul-07
Current Year
EPS
EPS
EPS
CXR
John
Blackledge
John
Blackledge
Fox
Crane Co.
Rating
COV
9-Aug-07
Headline
Claudia K.
Shank
Claudia K.
Shank
NEUTRAL
CMOS
CCK
Crown Holdings : $100mm Share OVERWEIGHT 0.5100
Buyback; Reiterate Overweight ALERT
Crown Holdings : Solid 2Q Result; OVERWEIGHT 0.5100
Euro Bevcans Show Improvement
Crown Holdings : Pre Call Note OVERWEIGHT 0.5100
Solid Operating Results; Beat on the
Tax Line
Page 59 of 225
Publish
Date
Certifying
Analyst
CSX Corporation
Thomas R.
Wadewitz
18-Jul-07
Thomas R.
Wadewitz
4-Sep-07
CSX : Weak Volumes Contrast with
Strong Investment Plans; Highlights
from Analyst Meeting
CSX : One Time Items Provide
Boost; But 2Q Still Solid
NEUTRAL
0.7100
Q2-07
0.6800
Q3-07
2.6000
FY07
USD
*
NA
NA
NEUTRAL
0.7100
Q2-07
0.6800
Q3-07
2.5200
FY07
USD
*
NA
NA
NA
Q2-07
NA
Q3-07
1.0100
FY07
USD
*
NA
NA
Q3-07
Q3-07
0.3600
0.3200
Q4-07
Q4-07
1.5100
1.3900
FY07
FY07
USD
USD
*
*
NA
NA
NA
NA
Q2-07
0.9300
Q3-07
3.6100
FY07
USD
*
NA
NA
Cubic Corp (CUB) : Model
UNDERWEIGHT0.4200
Cubic Corp : F3Q07 Results Show UNDERWEIGHT0.4200
Improvement; Adj. Ests
Price Target Period
Begin Date End Date
CFR
John Pancari Cullen/Frost Bankers Inc. : High
Quality EPS Outlook Remains
Intact; Reit O/W
Cummins Inc.
CUB
Paul Coster
Paul Coster
Cullen/Frost Bankers, Inc.
26-Jul-07
Current Year
EPS
EPS
EPS
CTCM
Jean-Charles CTC Media : Expands in CIS with OVERWEIGHT
A.
entry in Kazakhstan and Uzbekistan
Lemardeley
- ALERT
Cubic Corporation
3-Aug-07
2-Aug-07
Rating
CSX
7-Sep-07
CTC Media, Inc.
Headline
OVERWEIGHT 0.8900
CMI.N
25-Sep-07 Stephen
Volkmann
CFA
27-Jul-07 Stephen
Volkmann
CFA
26-Jul-07 Stephen
Volkmann
CFA
Cumulus Media Inc.
8-Aug-07
John
Blackledge
23-Jul-07
John
Blackledge
Truck Update: Trimming Industry
Forecasts : PCAR Downgraded to
Neutral
Cummins Inc : Impressive 2Q
Results; Raising Estimates Again
NEUTRAL
2.1300
Q2-07
1.7800
Q3-07
7.6000
FY07
USD
*
NA
NA
NEUTRAL
2.1300
Q2-07
1.5100
Q3-07
6.1000
FY07
USD
*
NA
NA
Cummins Inc : Strong 2Q Beat
Reflects Broad Based
Outperformance - ALERT
NEUTRAL
1.4300
Q2-07
1.5100
Q3-07
6.1000
FY07
USD
*
NA
NA
NEUTRAL
0.0600
Q2-07
0.0400
Q3-07
0.0800
FY07
USD
*
NA
NA
NEUTRAL
0.0400
Q2-07
0.0500
Q3-07
0.0600
FY07
USD
*
NA
NA
CMLS.OQ
Cumulus Media Inc : 2Q Growth
Exceeds Expectations, but 3Q
Outlook Slightly Lower than
Expected
Cumulus Media Inc : Dickey and
Merrill Lynch to Take CMLS Private
at $11.75; Upgrading to Neutral
Page 60 of 225
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Certifying
Analyst
Cymer, Inc.
Headline
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
CYMI
27-Jul-07
Jay Deahna
17-Jul-07
Jay Deahna
D.R. Horton, Inc.
4-Sep-07
Michael
Rehaut
27-Jul-07
Michael
Rehaut
26-Jul-07
Michael
Rehaut
10-Jul-07
Michael
Rehaut
Cymer, Inc. : C2Q07 Results-Holy OVERWEIGHT 0.6700
Buyback Batman! Consensus
Should Rise, Tweaking C07 EPS,
Maintaining C08
Cymer, Inc. : JPM SemiconWest
OVERWEIGHT 0.5200
Presentation - Reasonably Stable
Near Term Outlook With Optimism
For 2008
Q2-07
0.6200
Q3-07
2.6000
FY07
USD
*
NA
NA
Q2-07
0.7700
Q3-07
2.7500
FY07
USD
*
NA
NA
D.R. Horton : Notes from the Road: NEUTRAL -2.6200
FY07 Cash Flow Generation
Achievable; Environment Remains
Challenging
D.R. Horton : Post-Call Notes: >$1 OVERWEIGHT 0.3800
Bn Free Cash Flow Target
Reiterated; Lowering Ests., but
Maintain OW Rating
D.R. Horton : Large Charges Mostly OVERWEIGHT -0.8500
Anticipated; Goodwill Already
Ignored By Most; SG&A, FCF are
Positives - ALERT
D.R. Horton : In-Step With LEN & OVERWEIGHT 0.1700
KBH, 3Q Charges Should Rise
Significantly; Also, Orders
Disappoint; Lowering Ests
Q3-07
-0.1700
Q4-07
-2.2800
FY07
USD
*
NA
NA
Q3-07
0.0500
Q4-07
-0.2900
FY07
USD
*
NA
NA
Q3-07
0.0500
Q4-07
-0.2900
FY07
USD
*
NA
NA
Q3-07
0.2700
Q4-07
0.9500
FY07
USD
*
NA
NA
0.9400
Q2-07
0.9700
Q3-07
3.8200
FY07
USD
*
NA
NA
0.9400
Q2-07
0.9700
Q3-07
3.8200
FY07
USD
*
NA
NA
0.9400
Q2-07
0.9700
Q3-07
3.8200
FY07
USD
*
NA
NA
0.9400
Q2-07
0.9500
Q3-07
3.7800
FY07
USD
*
NA
NA
OVERWEIGHT 0.7600
Q4-08
0.7400
Q1-09
2.7500
FY07
USD
*
NA
NA
DHI
Danaher Corporation
19-Sep-07 C. Stephen
Tusa Jr.
6-Sep-07 C. Stephen
Tusa Jr.
30-Jul-07
C. Stephen
Tusa Jr.
20-Jul-07
C. Stephen
Tusa Jr.
DHR
Danaher : New Product in IVD
OVERWEIGHT
Would Be Positive
Danaher : Attractive Med Tech StoryOVERWEIGHT
a Key to a More Consistent, Higher
Growth DHR
Danaher : Late Cycle Story Intact, OVERWEIGHT
Upgrading to OW - Corrected Note
Danaher : Strong 2Q
NEUTRAL
Darden Restaurants, Inc.
3-Aug-07
Rating
DRI.N
John Ivankoe Darden Restaurants : Strong
Results From Our Top Pick in
Page 61 of 225
Publish
Date
Certifying
Analyst
10-Jul-07
Casual Dining
John Ivankoe Darden Restaurants : Solid June
OVERWEIGHT
SSS for Our Top Casual Dining Pick
DaVita Inc.
11-Sep-07 Andreas
Dirnagl
11-Sep-07 Andreas
Dirnagl
6-Sep-07
3-Aug-07
23-Jul-07
Andreas
Dirnagl
Andreas
Dirnagl
Andreas
Dirnagl
Andreas
Dirnagl
DaVita Inc. : CardioRenal Panel
Outcomes a Positive Event for
Dialysis
DaVita Inc. : Acquisition of
HomeChoice Moves DVA into
Infusion Therapy - ALERT
DaVita Inc. : Morning Session of
FDA CardioRenal Panel Inline with
Expectations - ALERT
DaVita Inc. : Our Take on the
CardioRenal Documents - ALERT
DaVita Inc. : Buying Opportunity In
Front of FDA Panel
DaVita Inc. : All Guns Blazing 2Q07 EPS Beat, Call Positive,
Raising Estimates
DaVita Inc. : CMS Announces
Revised EPO Policy - ALERT
DCT Industrial Trust Inc.
17-Aug-07 Michael
Mueller
8-Aug-07 Michael
Mueller
Tien-Tsin
Huang
deCODE genetics, Inc.
3-Aug-07
2-Aug-07
2-Jul-07
Current Year
EPS
EPS
EPS
NA
Price Target Period
Begin Date End Date
Q4-08
NA
Q1-09
2.7400
FY07
USD
*
NA
NA
OVERWEIGHT 0.8300
Q2-07
0.8300
Q3-07
3.2700
FY07
USD
77.00
2-Oct-06
Oct-07
OVERWEIGHT 0.8300
Q2-07
0.8300
Q3-07
3.2700
FY07
USD
77.00
2-Oct-06
Oct-07
OVERWEIGHT 0.8300
Q2-07
0.8300
Q3-07
3.2700
FY07
USD
77.00
2-Oct-06
Oct-07
OVERWEIGHT 0.8300
Q2-07
0.8300
Q3-07
3.2700
FY07
USD
77.00
2-Oct-06
Oct-07
OVERWEIGHT 0.8300
Q2-07
0.8300
Q3-07
3.2700
FY07
USD
77.00
2-Oct-06
Oct-07
OVERWEIGHT 0.8300
Q2-07
0.7700
Q3-07
3.1000
FY07
USD
77.00
2-Oct-06
Oct-07
OVERWEIGHT 0.7700
Q2-07
0.7700
Q3-07
3.1000
FY07
USD
77.00
2-Oct-06
Oct-07
DCT
DCT Industrial Trust : Model
Adjustment
DCT Industrial Trust : Q2 $0.01
ahead; guidance reaffirmed
NEUTRAL
0.0500
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.0500
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.2900
Q2-07
0.2900
Q3-07
1.0400
FY07
USD
*
NA
NA
deCODE genetics, Inc. : A Focus onOVERWEIGHT -0.2700
Partners
deCODE genetics, Inc. : DCGN
OVERWEIGHT -0.2700
Likely to Meet '07 Goals - ALERT
deCODE genetics, Inc. : DCGN
OVERWEIGHT -0.3900
Launches Second Genetic Test ALERT
Q2-07
-0.4100
Q3-07
-1.6000
FY07
USD
*
NA
NA
Q2-07
-0.4100
Q3-07
-1.6000
FY07
USD
*
NA
NA
Q2-07
-0.4100
Q3-07
-1.6000
FY07
USD
*
NA
NA
DealerTrack Holdings, Inc.
3-Aug-07
Rating
DVA
12-Sep-07 Andreas
Dirnagl
7-Sep-07
Headline
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
TRAK
DealerTrack Holdings, Inc. : Strong
2Q Results and Outlook; Publishing
'08 Estimates
DCGN
Page 62 of 225
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Date
Certifying
Analyst
Headline
Deere & Company
15-Aug-07 Stephen
Volkmann
CFA
dELiA's, Inc.
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
DE
Deere & Co. : 3Q Results Confirm OVERWEIGHT 1.9500
Our Top Pick Thesis
Q3-07
1.1800
Q4-07
6.9000
FY07
USD
*
NA
NA
Delia's, Inc. : Business Model Being
Tweaked Again; Cutting EPS Est.
DLIA
31-Aug-07 Anna A.
Andreeva
NEUTRAL
-0.1600
Q2-08
0.1500
Q3-08
0.2000
FY07
USD
*
NA
NA
31-Aug-07 Bill C. Shope Dell Inc. : Gross Margins the Key
NEUTRAL
CFA
Source of Upside, Tightening Supply
Chain a Key Focus
17-Aug-07 Bill C. Shope Dell Inc. : Accounting Problems
NEUTRAL
CFA
Approach Resolution, Regulatory
Actions Remain Uncertain
0.3200
Q2-08
0.3300
Q3-08
1.3100
FY07
USD
*
NA
NA
0.3000
Q2-08
0.3000
Q3-08
1.2800
FY07
USD
*
NA
NA
NEUTRAL
-0.1300
Q2-07
-0.1100
Q3-07
-0.6700
FY07
USD
*
NA
NA
NEUTRAL
-0.1300
Q2-07
NA
Q3-07
-0.5600
FY07
USD
*
NA
NA
NEUTRAL
-0.1800
Q2-07
NA
Q3-07
-0.5600
FY07
USD
*
NA
NA
Denbury Resources Inc. : Updating OVERWEIGHT 0.4400
Model For Quarterly Results
Denbury Resources Inc. : Earnings, OVERWEIGHT 0.3700
Production Guidance and Tertiary
Oil Production Above Expectations ALERT
Q2-07
0.3800
Q3-07
1.2500
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.2500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Dell Inc.
DELL
Delta Petroleum Corp.
DPTR
27-Sep-07 Brian L.
Kuzma
Delta Petroleum Corporation : Slight
Reduction In CapEx Budget; Should
Be Funded Until 2H08.
Delta Petroleum Corporation :
Changing Estimates Following
Conference Call
Delta Petroleum Corporation : Q2
First Take - Positive on Vega
Growth - ALERT
13-Aug-07 Joseph D.
Allman
8-Aug-07
Joseph D.
Allman
Denbury Resources Inc.
27-Aug-07 Joseph D.
Allman
2-Aug-07 Joseph D.
Allman
DNR
Developers Diversified Realty Corp.
25-Jul-07
Michael
Mueller
DDR
Developers Diversified Realty : Q2
well ahead of us largely on
net-gains/fees; Big Qtr for capital
recycling
NEUTRAL
0.4600
Page 63 of 225
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Date
Certifying
Analyst
Headline
Devon Energy Corporation
19-Jul-07
DeVry Inc.
Joseph D.
Allman
Christine
Pezino
Price Target Period
Begin Date End Date
1.5700
Q2-07
1.7600
Q3-07
6.1900
FY07
USD
*
NA
NA
DeVry, Inc : 4Q: Work in Progress, OVERWEIGHT 0.2100
Signs of Progress
DeVry, Inc : Technically Turning a OVERWEIGHT 0.2400
Corner; Initiate at Overweight
Q1-08
0.3100
Q2-08
1.2000
FY08
USD
*
NA
NA
Q4-07
0.2100
Q1-08
0.9300
FY07
USD
*
NA
NA
NEUTRAL
0.0900
Q1-08
0.1000
Q2-08
0.4300
FY07
USD
*
NA
NA
Dick's Sporting Goods : Nothing But OVERWEIGHT 0.7800
Net in 2Q; Raising Estimates
Q2-08
0.0100
Q3-08
2.5000
FY07
USD
*
NA
NA
Digirad Corporation
Tycho
Peterson
Q2-07
-0.0200
Q3-07
-0.0500
FY07
USD
*
NA
NA
Directed Electronics, Inc. : Weak
OVERWEIGHT 0.0000
2Q: On Very Thin Ice; Lowering
Ests.
Directed Electronics, Inc. : 2Q07
OVERWEIGHT 0.0900
Preview: Thin Ice
Directed Electronics, Inc. : Satellite OVERWEIGHT 0.0900
Radio Sales to be Weak; Reiterate
OW
Q2-07
0.1300
Q3-07
0.9200
FY07
USD
*
NA
NA
7-Aug-07
Paul Coster
Q2-07
0.1300
Q3-07
0.9200
FY07
USD
*
NA
NA
11-Jul-07
Paul Coster
Q2-07
0.1300
Q3-07
0.9200
FY07
USD
*
NA
NA
DivX, Inc : DivX Signs with Yahoo! - OVERWEIGHT 0.1000
Positive! - ALERT
DivX, Inc : DivX Licenses Read
OVERWEIGHT 0.1000
Q2-07
0.1300
Q3-07
0.5000
FY07
USD
*
NA
NA
Q2-07
0.1300
Q3-07
0.5000
FY07
USD
*
NA
NA
NEUTRAL
DKS
DRAD
Digirad Corporation : 2Q Revenues UNDERWEIGHT-0.0100
Come in Light but EPS Turns
Positive
Directed Electronics, Inc.
10-Aug-07 Paul Coster
DTPI
Diamond Management &
Technology : FYQ108 Results:
Encouraging, but Limited Visibility
on 2H Acceleration; Maintain
Neutral
Dick's Sporting Goods, Inc.
DivX, Inc.
DVN
Devon Energy : Creating
Mid-Stream MLP - Adds
$3.00-4.00/share
Diamond Mgt. & Technology Consultants In
6-Aug-07
Current Year
EPS
EPS
EPS
DV
14-Aug-07 Edward
Yruma
16-Jul-07 Edward
Yruma
7-Aug-07
Rating
DEIX.OQ
DIVX
Page 64 of 225
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Date
Certifying
Analyst
24-Jul-07
Paul Coster
2-Jul-07
Paul Coster
Headline
Technology to Qualcomm - ALERT
DivX, Inc : More That Meets the EyeOVERWEIGHT
DivX, Inc : A Slew of
OVERWEIGHT
Announcements - Including the first
DivX, Inc : Meeting with
OVERWEIGHT
Management - Mild Positive ALERT
DivX, Inc : 2Q: Anchored Down by OVERWEIGHT
Stage6; Lower Ests.
DivX, Inc : Stage6 Going Off-Stage: OVERWEIGHT
Positive; Adjusting Ests
DivX, Inc : Moving Up the Internet OVERWEIGHT
Tables - ALERT
Dobson Communications Corporation
2-Jul-07
Thomas J.
Lee
Paul Coster
31-Jul-07
Paul Coster
10-Jul-07
Paul Coster
Dollar Tree Stores, Inc.
24-Sep-07 Charles
Grom
18-Sep-07 Charles
Grom
29-Aug-07 Charles
Grom
27-Aug-07 Charles
Grom
Glenn B.
Mullin
1-Aug-07
Glenn B.
Price Target Period
Begin Date End Date
0.1000
0.1000
Q2-07
Q2-07
0.1300
0.1300
Q3-07
Q3-07
0.5000
0.5000
FY07
FY07
USD
USD
*
*
NA
NA
NA
NA
0.1000
Q2-07
0.1300
Q3-07
0.5000
FY07
USD
*
NA
NA
0.1000
Q2-07
0.1500
Q3-07
0.5700
FY07
USD
*
NA
NA
0.1100
Q2-07
0.1600
Q3-07
0.6000
FY07
USD
*
NA
NA
0.1100
Q2-07
0.1600
Q3-07
0.6000
FY07
USD
*
NA
NA
OVERWEIGHT
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q3-07
0.2000
Q4-07
1.0000
FY07
USD
*
NA
NA
Q3-07
0.2000
Q4-07
1.0000
FY07
USD
*
NA
NA
Q3-07
0.2000
Q4-07
1.0000
FY07
USD
*
NA
NA
DLB.N
Dolby Laboratories, Inc. : F3Q: AfterOVERWEIGHT 0.2600
La Vista, Raising Estimates
Dolby Laboratories, Inc. : F3Q
OVERWEIGHT 0.1800
Preview: Solid in Slow Season
Dolby Laboratories, Inc. : Turned OnOVERWEIGHT 0.1800
and Tuned In
DLTR
Dollar Tree Stores, Inc. : Deal$ or
No Deal$, Analyst Day, Neutral
Dollar Tree Stores, Inc. : Analyst
Day Preview, Valuation, Neutral
Dollar Tree Stores, Inc. : All-Star 2Q
Performance; Bar Raised, Neutral
Dollar Tree Stores, Inc. : Reading
The Print - What To Look For In
2Q07 EPS
Dominion Resources, Inc.
2-Aug-07
Current Year
EPS
EPS
EPS
DCEL
Dobson Communications : AT&T
acquiring for $13 cash. Rural
consolidation underway. - ALERT
Dolby Laboratories, Inc.
2-Aug-07
Rating
NEUTRAL
0.3500
Q2-08
0.3800
Q3-08
2.1500
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-08
0.3800
Q3-08
2.1500
FY07
USD
*
NA
NA
NEUTRAL
0.3300
Q2-08
0.3600
Q3-08
2.1300
FY07
USD
*
NA
NA
NEUTRAL
0.3300
Q2-08
0.3600
Q3-08
2.1300
FY07
USD
*
NA
NA
NEUTRAL
0.8900
Q2-07
NA
Q3-07
6.0500
FY07
USD
*
NA
NA
NEUTRAL
0.9000
Q2-07
NA
Q3-07
6.0500
FY07
USD
*
NA
NA
D
Dominion Resources : Focusing on
Opportunities at Remaining
Businesses
Dominion Resources : 2Q07
Page 65 of 225
Publish
Date
Certifying
Analyst
Mullin
2-Jul-07
Glenn B.
Mullin
Domino's Pizza, Inc.
24-Jul-07
Headline
Rating
Consensus Miss; Transformative Qtr
- ALERT
Dominion Resources : Planned E&P NEUTRAL
Asset Sales Complete - ALERT
Current Year
EPS
EPS
EPS
NA
Price Target Period
Begin Date End Date
Q2-07
NA
Q3-07
6.0500
FY07
USD
*
NA
NA
Q2-07
0.2100
Q3-07
1.1700
FY07
USD
*
NA
NA
0.0211
Q2-07
0.1052
Q3-07
0.3786
FY07
CAD
*
NA
NA
0.0200
Q2-07
0.1000
Q3-07
0.3600
FY07
CAD
*
NA
NA
0.1053
Q2-07
0.1686
Q3-07
0.5899
FY07
CAD
*
NA
NA
0.1000
Q2-07
0.1600
Q3-07
0.5600
FY07
CAD
*
NA
NA
0.2500
Q2-07
0.2700
Q3-07
1.0400
FY07
USD
*
NA
NA
OVERWEIGHT 0.1400
Q2-07
0.1300
Q3-07
0.5400
FY07
USD
*
NA
NA
0.8500
Q2-07
0.8900
Q3-07
3.3000
FY07
USD
*
NA
NA
0.8500
Q2-07
0.8900
Q3-07
3.3000
FY07
USD
*
NA
NA
0.8500
Q2-07
0.8900
Q3-07
3.3000
FY07
USD
*
NA
NA
0.8500
Q2-07
0.8900
Q3-07
3.3000
FY07
USD
*
NA
NA
OVERWEIGHT 0.8000
Q2-07
0.9200
Q3-07
3.3000
FY07
USD
*
NA
NA
DPZ
John Ivankoe Domino's Pizza Inc : 2Q Earnings: OVERWEIGHT 0.2600
Pre-Call Points of Interest - ALERT
Domtar Corp.
UFS
12-Sep-07 Claudia K.
Shank
Shank
Shank
Shank
Domtar : Increased Confidence
OVERWEIGHT
Following Investor Day
Domtar : Day 1 Analyst and InvestorOVERWEIGHT
Day Highlights - ALERT
Domtar : Pre-Call Note: Confusing OVERWEIGHT
Result; Looks a Little Light - ALERT
Domtar : 2Q Miss Largely
OVERWEIGHT
Maintenance and Wood; Adj Ests.
Double Hull Tankers, Inc.
30-Aug-07 Jonathan
Chappell
Double-Take Software, Inc.
19-Sep-07 Aaron M.
Schwartz
Dover Corporation
Tusa Jr.
Tusa Jr.
3-Aug-07 C. Stephen
Tusa Jr.
26-Jul-07 C. Stephen
Tusa Jr.
Tusa Jr.
DHT
Double Hull Tankers : Lower EPS
Est. on 2Q Miss, Higher Costs; Reit.
N
NEUTRAL
DBTK
Double-Take Software : Mgmt
Meetings Highlight Growth
Opportunities
DOV
Dover : CEO Meetings Suggest
OVERWEIGHT
Story Is On Track
Dover : Business Realignment a
OVERWEIGHT
Modest Positive - ALERT
Dover : New Stock Buyback Plan Is OVERWEIGHT
A Positive - ALERT
Dover : Encouraging 2Q
OVERWEIGHT
Dover : Follow-Up from the
Conference Call - ALERT
Page 66 of 225
Publish
Date
Certifying
Analyst
DRDGold
DRDJ.J
31-Aug-07 Allan Cooke
17-Jul-07
Allan Cooke
Headline
Rating
DRDGold Ltd: The Curate's Egg SA may hold some potential without
ERPM's u/g mining - ALERT
SA Gold & Platinum Foresight
NEUTRAL
NA
Q4-07
NA
Q4-07
8
FY07
SAR
5.10
17-Jul-07
Jul-08
NEUTRAL
NA
Q4-07
NA
Q4-07
8
FY07
SAR
5.10
17-Jul-07
Jul-08
NEUTRAL
0.4500
Q2-07
0.5900
Q3-07
2.4600
FY07
USD
*
NA
NA
NEUTRAL
0.4500
Q2-07
0.3000
Q3-07
1.5900
FY07
USD
*
NA
NA
OVERWEIGHT 0.3100
Q2-07
0.4800
Q3-07
1.7200
FY07
USD
*
NA
NA
DST Systems : Raising FY08 EPS OVERWEIGHT 0.8100
Post 2Q Call; Maintain Overweight
DST Systems : 2Q07 First Look:
OVERWEIGHT 0.8100
Basically In-Line - ALERT
Q2-07
0.8400
Q3-07
3.6000
FY07
USD
*
NA
NA
Q2-07
0.9000
Q3-07
3.6200
FY07
USD
*
NA
NA
Digital Theater Systems, Inc. : SolidUNDERWEIGHT0.1600
2Q and Guidance; Adj. Ests
Digital Theater Systems, Inc. : 2Q UNDERWEIGHT NA
Preview: Reason for Caution
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
0.2000
Q2-07
NA
Q3-07
1.1500
FY07
USD
*
NA
NA
Dynamic Materials : Record backlogOVERWEIGHT 0.4600
Q2-07
0.4700
Q3-07
1.8200
FY07
USD
*
NA
NA
DreamWorks Animation SKG, Inc.
7-Aug-07
Barton
Crockett
1-Aug-07
Barton
Crockett
1-Aug-07
20-Jul-07
19-Jul-07
DTS Inc.
DST
Tien-Tsin
Huang
Tien-Tsin
Huang
DTSI
7-Aug-07
Paul Coster
Duke Energy Corporation
7-Aug-07
Andrew
Smith
DUK
Duke Energy Corp. : 2Q07 Beat
Driven largely by Weather; Guiding
Ahead of 2007 Target - Modest
Positive Reaction Today - ALERT
Dynamic Materials Corporation
27-Jul-07
Price Target Period
Begin Date End Date
DRC
Kevin Pollard Dresser-Rand Group Inc. :
Long-Term Earnings Visibility
Continues to Improve; Raising
Estimates
DST Systems, Inc.
DWA
DreamWorks Animation SKG, Inc. :
Allen Sale, Lessens Overhang,
Consumes Near-Term Capacity ALERT
DreamWorks Animation SKG, Inc. :
2Q07 Review: Ex Items, Shrek3
Drove Upside
Dresser-Rand Group Inc.
Current Year
EPS
EPS
EPS
Michael
NEUTRAL
BOOM
Page 67 of 225
Publish
Date
Certifying
Analyst
Gambardella
Dynegy Inc.
Headline
Andrew
Smith
9-Aug-07
Andrew
Smith
E.I. du Pont de Nemours & Company
Jonathan
Chappell
Eagle Materials
Q2-07
NA
Q3-07
0.3000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
0.3000
FY07
USD
*
NA
NA
DD
OVERWEIGHT 1.0400
Q2-07
0.5900
Q3-07
3.2000
FY07
USD
*
NA
NA
DuPont : Pioneering Into 2008 ALERT
DuPont : Ag Isn't Growing
OVERWEIGHT 1.0400
Q2-07
0.5900
Q3-07
3.2000
FY07
USD
*
NA
NA
OVERWEIGHT 1.0400
Q2-07
0.5500
Q3-07
3.2000
FY07
USD
*
NA
NA
EGLE
Eagle Bulk Shipping Inc. : Lowering
EPS Estimates on Higher Share
Count
Eagle Bulk Shipping Inc. : Rev.
Insurance Adds Div'd Security;
Raising '08 Est.
NEUTRAL
0.2900
Q2-07
0.3500
Q3-07
1.3000
FY07
USD
*
NA
NA
NEUTRAL
0.2900
Q2-07
0.3600
Q3-07
1.3000
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
2.24E
FY08
USD
40.00
8-May-07
Jun-08
Q4-07
NA
Q4-07
2.24E
FY07
USD
40.00
8-May-07
Jun-08
Q3-07
NA
Q4-07
2.23E
FY07
USD
40.00
8-May-07
Jun-08
EXP
16-Aug-07 Mike Betts
13-Aug-07 Mike Betts
Mike Betts
Building Materials: Top picks:
UNDERWEIGHT NA
Cemex, Martin Marietta and Vulcan
Building Materials: Small changes toUNDERWEIGHT NA
our EPS estimates and price targets
Eagle Materials: Retaining EPS
UNDERWEIGHT NA
estimates, price target and
Underweight
Eastman Chemical Company
27-Jul-07
Price Target Period
Begin Date End Date
DuPont : Validation - ALERT
Eagle Bulk Shipping Inc.
21-Sep-07 Jonathan
Chappell
30-Jul-07
points to strong 2H - Raising EPS
Dynegy, Inc. : Recent Selling
OVERWEIGHT 0.0800
Unwarranted - Significant Capacity
to Buyback Stock
Dynegy, Inc. : No Significant
OVERWEIGHT 0.0500
Changes to EBITDA or Cash Flow
Guidance; We Remain Buyers ALERT
Zekauskas
Zekauskas
Zekauskas
31-Jul-07
Current Year
EPS
EPS
EPS
DYN
6-Sep-07
9-Aug-07
Rating
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
EMN
Eastman Chemical Company : PCI
Anchors Earnings
Eastman Chemical Company :
2Q:07 EPS Positive - ALERT
NEUTRAL
1.3400
Q2-07
1.0000
Q3-07
4.4000
FY07
USD
*
NA
NA
NEUTRAL
1.3400
Q2-07
1.0000
Q3-07
4.4000
FY07
USD
*
NA
NA
Page 68 of 225
Publish
Date
Certifying
Analyst
Eaton Corporation
8-Aug-07
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
ETN
Stephen
Volkmann
CFA
Eaton Corp. : Holy Cow, It Is More OVERWEIGHT 1.7000
than Just Trucks; Assuming
Coverage with Overweight
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
24-Aug-07 KENNETH
Eaton Vance Corp : EV PM ClarifiesUNDERWEIGHT0.4100
WORTHINGTON
Muni Fund Performance Issues
31-Jul-07 KENNETH
Eaton Vance Corp : Eaton Vance OVERWEIGHT 0.4600
WORTHINGTON
Files For a New Closed End Fund
Q3-07
0.4600
Q4-07
1.3000
FY07
USD
*
NA
NA
Q3-07
0.5400
Q4-07
1.4200
FY07
USD
*
NA
NA
OVERWEIGHT 0.3400
OVERWEIGHT 0.3400
OVERWEIGHT 0.3400
Q2-07
Q2-07
Q2-07
0.3300
0.3300
0.3300
Q3-07
Q3-07
Q3-07
1.3900
1.3900
1.3900
FY07
FY07
FY07
USD
USD
USD
*
*
*
NA
NA
NA
NA
NA
NA
OVERWEIGHT
OVERWEIGHT
OVERWEIGHT
OVERWEIGHT
OVERWEIGHT
OVERWEIGHT
0.3400
0.3400
0.3400
0.3400
0.3400
0.3400
Q2-07
Q2-07
Q2-07
Q2-07
Q2-07
Q2-07
0.3300
0.3300
0.3300
0.3300
0.3300
0.3300
Q3-07
Q3-07
Q3-07
Q3-07
Q3-07
Q3-07
1.3900
1.3900
1.3900
1.3900
1.3900
1.3900
FY07
FY07
FY07
FY07
FY07
FY07
USD
USD
USD
USD
USD
USD
*
*
*
*
*
*
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
OVERWEIGHT 0.3200
OVERWEIGHT 0.3200
Q2-07
Q2-07
0.3300
0.3300
Q3-07
Q3-07
1.3400
1.3400
FY07
FY07
USD
USD
*
*
NA
NA
NA
NA
0.5000
Q2-07
0.3400
Q3-07
1.5700
FY07
USD
*
NA
NA
0.4500
Q2-07
0.4500
Q3-07
1.7200
FY07
USD
*
NA
NA
0.4500
Q2-07
0.4500
Q3-07
1.7200
FY07
USD
*
NA
NA
0.1800
Q2-07
0.2300
Q3-07
0.8200
FY07
USD
*
NA
NA
Eaton Vance Corp.
eBay Inc.
EV
EBAY
25-Sep-07 Imran Khan
28-Aug-07
21-Aug-07
14-Aug-07
7-Aug-07
31-Jul-07
24-Jul-07
Imran Khan
Imran Khan
Imran Khan
Imran Khan
Imran Khan
Imran Khan
17-Jul-07
9-Jul-07
Imran Khan
Imran Khan
eBay, Inc : 3Q Listings Update
eBay, Inc : A Turnaround in 3Q
Listings: Estimate Upside Likely
eBay, Inc : 3Q Listings Lower Y/Y
Due Partly To Tough Comps
eBay, Inc : 3Q Listings Flat Y/Y
eBay, Inc : 25% Y/Y RPL Growth
Should Drive 2Q'07 Upside
EchoStar Communications
25-Sep-07 Jonathan
Chaplin
10-Aug-07 Jonathan
Chaplin
10-Aug-07 Jonathan
Chaplin
DISH.OQ
NEUTRAL
Corporation : DISH Announces Two
Transactions - ALERT
NEUTRAL
Corporation : 2Q07 Quick Take ALERT
NEUTRAL
Corporation : DISH 2Q Margins Beat
Expectations; Sub Metrics Mixed
Eclipsys Corporation
ECLP
1-Aug-07
Eclipsys Corp : An In-Line Qtr; Mgmt NEUTRAL
Bullish, but Guidance Unchanged
Atif Abdul
Rahim
Page 69 of 225
Publish
Date
Certifying
Analyst
Ecolab Inc.
Headline
Ecolab Inc. : ECL To Pay ArbitrationUNDERWEIGHT0.4200
Award - ALERT
Ecolab Inc. : Steady As She Goes UNDERWEIGHT0.4200
Price Target Period
Begin Date End Date
0.5000
Q3-07
1.6700
FY07
USD
*
NA
NA
Q2-07
0.5000
Q3-07
1.6700
FY07
USD
*
NA
NA
0.1600
Q2-07
0.1100
Q3-07
0.7600
FY07
USD
*
NA
NA
Edison International : 2Q Ahead of OVERWEIGHT 0.6500
Estimates and '07 Guidance
Increased - ALERT
Q2-07
NA
Q3-07
3.3500
FY07
USD
*
NA
NA
Q2-07
-0.2400
Q3-07
-0.2600
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Edge Petroleum Corp.
EPEX
Edge Petroleum : Results Mixed On
Little New Operational News
Edison International
Andrew
Smith
El Paso Corporation
17-Aug-07 Glenn B.
Mullin
7-Aug-07 Glenn B.
Mullin
EW
Edwards Lifesciences : Reducing
Estimates; Mgmt Lowers the Bar for
2H07, Looks Ahead to 2008
NEUTRAL
0.5700
Q2-07
0.5400
Q3-07
2.2800
FY07
USD
*
NA
NA
NEUTRAL
0.2900
Q2-07
NA
Q3-07
0.9000
FY07
USD
*
NA
NA
NEUTRAL
0.2500
Q2-07
NA
Q3-07
0.8500
FY07
USD
*
NA
NA
El Paso Electric : 2Q and Buybacks OVERWEIGHT 0.2000
Light; Top End of Guidance
Lowered Modestly - ALERT
Q2-07
NA
Q3-07
1.5500
FY07
USD
*
NA
NA
EP.N
El Paso Corp. : E&P Acquisition
Consistent w/ Strategy - ALERT
El Paso Corp. : 2Q07 Beat;
Progress on Corp. Initiatives ALERT
El Paso Electric Company
Rajeev
Lalwani
EDR
Education Realty Trust : Investor UNDERWEIGHT NA
Day/Property Tour Recap
Education Realty Trust : Model
UNDERWEIGHT NA
Adjustment
Education Realty Trust : 2Q missesUNDERWEIGHT NA
but pre-leasing in good shape and
begins new development
Edwards Lifesciences Corp
Michael N.
Weinstein
NEUTRAL
EIX
Education Realty Trust, Inc.
12-Sep-07 Anthony
Paolone
8-Aug-07 Anthony
Paolone
1-Aug-07 Anthony
Paolone
2-Aug-07
Q2-07
13-Aug-07 Joseph D.
Allman
24-Jul-07
Current Year
EPS
EPS
EPS
ECL
Zekauskas
Zekauskas
9-Aug-07
Rating
EE
Page 70 of 225
Publish
Date
Elan Corp
Certifying
Analyst
Annie J.
Cheng
1-Aug-07
Annie J.
Cheng
30-Jul-07
Annie J.
Cheng
Annie J.
Cheng
Annie J.
Cheng
Annie J.
Cheng
Annie J.
Cheng
26-Jul-07
23-Jul-07
19-Jul-07
Electronic Arts Inc.
25-Sep-07 Dean
Gianoukos
2-Aug-07 Dean
Gianoukos
Elan Corp : Management change
not expected to impact operations ALERT
Elan Corp : Tysabri in Crohn's
recommended for US approval ALERT
Elan Corp : 2Q07 review and model
changes
Elan Corp : Crohn's not a material
part of the Tysabri story - ALERT
Elan Corp : 2Q07 Early Thoughts ALERT
Elan Corp : Tysabri patient update ALERT
Elan Corp : EU recommends against
Crohn's disease indication for
Tysabri - ALERT
2-Aug-07
Tien-Tsin
Huang
30-Jul-07
Tien-Tsin
Huang
2-Jul-07
Price Target Period
Begin Date End Date
-0.1600
Q2-07
NA
Q3-07
-0.7100
FY07
EUR
12.00
30-Jul-07
Jun-08
NEUTRAL
-0.1600
Q2-07
NA
Q3-07
-0.7100
FY07
EUR
12.00
30-Jul-07
Jun-08
NEUTRAL
-0.1600
Q2-07
NA
Q3-07
-0.7100
FY07
EUR
12.00
30-Jul-07
Jun-08
NEUTRAL
NA
Q2-07
NA
Q3-07
-0.6500
FY07
EUR
13.00
21-May-07
Dec-07
NEUTRAL
NA
Q2-07
NA
Q3-07
-0.6500
FY07
EUR
13.00
21-May-07
Dec-07
NEUTRAL
NA
Q2-07
NA
Q3-07
-0.6500
FY07
EUR
13.00
21-May-07
Dec-07
NEUTRAL
NA
Q2-07
NA
Q3-07
-0.6500
FY07
EUR
13.00
21-May-07
Dec-07
NEUTRAL
-0.2200
Q1-08
0.1900
Q2-08
1.1000
FY07
USD
*
NA
NA
NEUTRAL
-0.2200
Q1-08
NA
Q2-08
1.0000
FY07
USD
*
NA
NA
NEUTRAL
0.2700
Q2-07
0.3600
Q3-07
1.5400
FY07
USD
*
NA
NA
NEUTRAL
0.2800
Q2-07
0.3600
Q3-07
1.5400
FY07
USD
*
NA
NA
Electronics for Imaging : Give and OVERWEIGHT 0.3300
Take: 2Q07 Beats, 3Q Trimmed
Electronics for Imaging : Expect
OVERWEIGHT 0.3200
In-line F2Q07; Maintain Overweight
on Prospects for 2H07/ Beyond
Electronics for Imaging : Options
OVERWEIGHT 0.3200
Probe Concludes; Restatement to
Follow
Q2-07
0.3800
Q3-07
1.4200
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.4200
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.4200
FY07
USD
*
NA
NA
ERTS
Electronic Arts Inc. : Mercenaries 2
Officially Delayed
Electronic Arts Inc. : Solid Q1, But
Crowded Back Half
Sameer
Doctor
Sameer
Doctor
Sameer
Doctor
EDS
Electronic Data Sys : 2Q07:
Lowered FCF Guidance Not a
Surprise
Electronic Data Sys : 2q07 Preview:
Currency Could Help but FCF a
Risk; Publishing '09
Electronics For Imaging, Inc.
27-Jul-07
Current Year
EPS
EPS
EPS
NEUTRAL
Electronic Data Systems Corporation
31-Jul-07
Rating
ELN
9-Aug-07
27-Jul-07
Headline
EFII
Page 71 of 225
Publish
Date
Certifying
Analyst
Eli Lilly & Co.
24-Jul-07
Elizabeth Arden, Inc.
Embarq Corporation
25-Jul-07
Rating
Jonathan
Chaplin
Jonathan
Chaplin
Eli Lilly & Company : Early Read on
2Q07 Results
NEUTRAL
0.8200
Q2-07
0.8700
Q3-07
3.4000
FY07
USD
*
NA
NA
NEUTRAL
0.2600
Q4-08
0.1300
Q1-09
1.6500
FY07
USD
*
NA
NA
NEUTRAL
1.1500
Q2-07
1.1400
Q3-07
4.6000
FY07
USD
*
NA
NA
NEUTRAL
1.1500
Q2-07
1.1400
Q3-07
4.6000
FY07
USD
*
NA
NA
OVERWEIGHT 0.3628
Q2-07
0.5200
Q3-07
2.0500
FY07
USD
*
NA
NA
OVERWEIGHT 0.1600
Q2-07
0.1700
Q3-07
0.7100
FY07
USD
*
NA
NA
OVERWEIGHT 0.1600
Q2-07
0.1700
Q3-07
0.6800
FY07
USD
*
NA
NA
OVERWEIGHT 0.1500
Q2-07
0.1700
Q3-07
0.6800
FY07
USD
*
NA
NA
0.3500
Q2-07
0.3000
Q3-07
1.4300
FY07
USD
*
NA
NA
0.3300
Q2-07
0.3100
Q3-07
1.4300
FY07
USD
*
NA
NA
Emergent BioSolutions : HHS
OVERWEIGHT -0.1700
Contract Secured; DoD Contract by
YE07; Adj Est.
Q2-07
0.2700
Q3-07
0.5200
FY07
USD
*
NA
NA
Elizabeth Arden : Impressive Q4
Upside and 2008 Guidance Better
Than Expected
EMC
EMC : Capitalizing on a Market
Inefficiency
EMC : Solid Results, Improving
Margin Trends in 2H Likely
EMC : 2Q Preview; Stock
Momentum Should Continue
Emergency Medical Services Corporation
Andreas
Dirnagl
EMS
Emergency Medical Services
NEUTRAL
Corporation : Ambulance Acquisition
Provides Entry in Arizona, a Nice
Move - ALERT
Emergency Medical Services
NEUTRAL
Corporation : Downgrade to Neutral
on Valuation; We Still Like the
Long-Term Story
Emergent BioSolutions Inc.
26-Sep-07 Richard
Smith
ERJ
Embraer SA : Manufacturing
Overhaul Underway
CFA
25-Jul-07 Bill C. Shope
CFA
20-Jul-07 Bill C. Shope
CFA
12-Jul-07
Price Target Period
Begin Date End Date
EQ
Embraer-Empresa Brasileir de Aero (ADR)
25-Sep-07 Andreas
Dirnagl
RDEN
Embarq Corp : Financial Results
Mostly in Line; Guidance Raised
Embarq Corp : Second-Quarter
27-Aug-07 Joseph B.
Nadol
EMC Corporation
Current Year
EPS
EPS
EPS
LLY
Roberto
Cuca
17-Aug-07 Dara W.
Mohsenian
30-Jul-07
Headline
EBS
Page 72 of 225
Publish
Date
Certifying
Analyst
6-Aug-07
Richard
Smith
Headline
Rating
Current Year
EPS
EPS
EPS
Emergent BioSolutions : 2Q07
OVERWEIGHT -0.2500
Above Expectations; Focus on DoD
and HHS Contracts - ALERT
Price Target Period
Begin Date End Date
Q2-07
0.2700
Q3-07
0.4300
FY07
USD
*
NA
NA
Emerson Electric Co.
EMR.N
Tusa Jr.
Emerson Electric Co. : Strong
Process Business Remains Lead
Horse At EMR
Emerson Electric Co. : Notes from
Breakfast with CEO
Emerson Electric Co. : Solid 3Q
NEUTRAL
0.7200
Q3-07
0.7400
Q4-07
2.6200
FY07
USD
*
NA
NA
NEUTRAL
0.7200
Q3-07
0.7400
Q4-07
2.6200
FY07
USD
*
NA
NA
NEUTRAL
0.7200
Q3-07
0.7000
Q4-07
2.5500
FY07
USD
*
NA
NA
Emerson Electric Co. : Initial Take
on 3Q - ALERT
NEUTRAL
0.6800
Q3-07
0.7000
Q4-07
2.5500
FY07
USD
*
NA
NA
Emulex Corp. : Core in Position for OVERWEIGHT 0.2800
2H Storage Rebound, but NetApp
Could Be Partial Drag on Sierra
Logic Velocity
Q4-07
0.2900
Q1-08
1.0700
FY07
USD
*
NA
NA
-0.3900
Q2-07
-0.3000
Q3-07
-1.4300
FY07
USD
*
NA
NA
Endo Pharmaceuticals : 2Q
OVERWEIGHT 0.3700
Numbers Beat Consensus;
Guidance Raised - ALERT
Endo Pharmaceuticals : Removing OVERWEIGHT 0.3700
Ketoprofen Patch Revenues
Endo Pharmaceuticals : Price
OVERWEIGHT 0.3500
Increase Alert: Opana and Lidoderm
- ALERT
Q2-07
0.4100
Q3-07
1.7000
FY07
USD
*
NA
NA
Q2-07
0.4100
Q3-07
1.7000
FY07
USD
*
NA
NA
Q2-07
0.4000
Q3-07
1.6800
FY07
USD
*
NA
NA
Q2-07
1.4300
Q3-07
6.3700
FY07
USD
*
NA
NA
Tusa Jr.
8-Aug-07 C. Stephen
Tusa Jr.
7-Aug-07 C. Stephen
Tusa Jr.
Emulex Corporation
6-Aug-07
ELX
Mark
Moskowitz
Encysive Pharmaceuticals, Inc.
6-Aug-07
Geoffrey
Meacham
Endo Pharmaceuticals
1-Aug-07
Adam
Greene
12-Jul-07
Adam
Greene
Adam
Greene
3-Jul-07
ENCY
Encysive Pharmaceuticals :
Uneventful 2Q; Formal Dispute
Resolution Unlikely
ENDP
Endurance Specialty Holdings Ltd.
7-Sep-07
Matthew
Heimermann
Energen Corporation
NEUTRAL
ENH
Endurance Specialty Holdings :
Acquisition of Crop MGA a Slight
Positive to EPS
NEUTRAL
1.9400
EGN
Page 73 of 225
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Date
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Analyst
27-Jul-07
Glenn B.
Mullin
Glenn B.
Mullin
25-Jul-07
Headline
16-Jul-07
Dara W.
Mohsenian
Dara W.
Mohsenian
1-Aug-07
John
Blackledge
John
Blackledge
Entergy Corporation
31-Jul-07
Andrew
Smith
19-Jul-07
Andrew
Smith
Q2-07
NA
Q3-07
4.0500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
4.0500
FY07
USD
*
NA
NA
0.9700
Q3-07
1.0600
Q4-07
5.2000
FY07
USD
*
NA
NA
NEUTRAL
0.8200
Q3-07
1.0600
Q4-07
5.2000
FY07
USD
*
NA
NA
ENSCO Int'l : Adjusting Estimates UNDERWEIGHT1.7200
on Utilization, Buyback
ENSCO Int'l : 2Q Beat on Tax,
UNDERWEIGHT1.6600
Share Count, Other Income ALERT
Q2-07
1.9100
Q3-07
7.0800
FY07
USD
*
NA
NA
Q2-07
1.8800
Q3-07
6.9500
FY07
USD
*
NA
NA
0.3300
Q2-07
0.4500
Q3-07
1.3400
FY07
USD
*
NA
NA
0.4100
Q2-07
0.4500
Q3-07
1.3400
FY07
USD
*
NA
NA
Entergy Corp. : Boosts Dividend
OVERWEIGHT 1.3000
Nearly 40%, Expecting Positive
Open - ALERT
Entergy Corp. : 2Q07
OVERWEIGHT NA
Preannouncement Light; Expect
Modest Share Weakness - ALERT
Q2-07
NA
Q3-07
5.7500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
5.7500
FY07
USD
*
NA
NA
Q2-07
0.7400
Q3-07
2.8800
FY07
USD
*
NA
NA
Q2-07
0.7400
Q3-07
2.8800
FY07
USD
*
NA
NA
ESV
ETM
Entercom Communications : Lack of NEUTRAL
Growth in 2Q07 to Continue into 3Q
Entercom Communications : 2Q07
NEUTRAL
First Glance: 2Q Results and 3Q
Guidance Both Below Expectations ALERT
ETR
Entertainment Properties Trust
17-Aug-07 Anthony
Paolone
1-Aug-07 Anthony
Paolone
Price Target Period
Begin Date End Date
NEUTRAL
Entercom Communications Corp.
2-Aug-07
ENR
Energizer Holdings : Raising FY
EPS After Q3 Upside
Energizer Holdings : Maintain
Neutral After Playtex Acquisition
ENSCO International Incorporated
30-Aug-07 David C.
Smith
LaMotte
Current Year
EPS
EPS
EPS
Energen Corp. : 2Q07 Beat; Moving OVERWEIGHT 0.9400
Forward on AL Shale Play
Energen Corp. : 2Q07 Beat Due to OVERWEIGHT 0.8500
Higher Realized Prices - ALERT
Energizer Holdings, Inc.
25-Jul-07
Rating
EPR
Entertainment Properties Trust :
OVERWEIGHT 0.6300
Model Update
Entertainment Properties Trust : 2Q OVERWEIGHT 0.6300
beats by $0.04; very robust
investment activity
Equitable Resources, Inc.
EQT
Page 74 of 225
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Date
Certifying
Analyst
27-Jul-07
Glenn B.
Mullin
Equity One, Inc.
Equitable Resources : Horizontal
Outlook Increasingly Positive
6-Aug-07
1-Aug-07
Paul Coster
Price Target Period
Begin Date End Date
Q2-07
NA
Q3-07
2.2500
FY07
USD
*
NA
NA
Equity One Inc. : Model AdjustmentUNDERWEIGHT0.1700
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Equity One Inc. : Ex. $0.01 of land UNDERWEIGHT0.1700
sales Q2 in-line; core came in strong
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Equity Residential : Model
Adjustment
Equity Residential : 2Q FFO
headline beat, but core guidance
lowered; management comments
sobering
NEUTRAL
0.1000
Q2-07
0.1000
Q3-07
0.3600
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-07
0.1000
Q3-07
0.3600
FY07
USD
*
NA
NA
NEUTRAL
0.6400
Q4-07
0.1000
Q1-08
1.2900
FY07
USD
*
NA
NA
NEUTRAL
0.3300
Q3-07
0.6400
Q4-07
1.2900
FY07
USD
*
NA
NA
OVERWEIGHT 0.3900
Q2-07
0.5300
Q3-07
2.1700
FY07
USD
*
NA
NA
OVERWEIGHT 0.3900
Q2-07
0.5300
Q3-07
2.1700
FY07
USD
*
NA
NA
0.4700
Q2-07
0.0300
Q3-07
0.9500
FY07
USD
*
NA
NA
Everest Re Group, Ltd. : A Pause OVERWEIGHT 3.3600
Before More Good News/Adjusting
EPS
Q2-07
3.0500
Q3-07
14.0900
FY07
USD
123.00
10-Nov-06
Nov-07
ESE
ESCO Technologies Inc. : Adjusting
Ests on Software Revenue Timing
ESCO Technologies Inc. : Green
Machines: Initiating Coverage at
Neutral
Essex Property Trust, Inc.
14-Aug-07 Anthony
Paolone
2-Aug-07 Anthony
Paolone
Evercore Partners Inc.
ESS
Essex Property Trust : Model
Adjustment
Essex Property Trust : 2Q beats;
strongest core results of any
apartment REIT so far
EVR
KENNETH
Evercore Partners Inc. : Solid
WORTHINGTON
Earnings But Credit Clouds Deal
Outlook
Everest Re Group, Ltd.
24-Jul-07
OVERWEIGHT 0.2700
ESCO Technologies Inc.
8-Aug-07
Current Year
EPS
EPS
EPS
EQR
Anthony
Paolone
Anthony
Paolone
5-Sep-07
Rating
EQY
15-Aug-07 Michael
Mueller
8-Aug-07 Michael
Mueller
Equity Residential
Headline
Matthew
Heimermann
NEUTRAL
RE
Page 75 of 225
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Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
EXCO Resources, Inc.
XCO
6-Aug-07
EXCO Resources, Inc. : Q2 First
Take - Positive - ALERT
NEUTRAL
-0.1700
Q2-07
NA
Q3-07
-0.2000
FY07
USD
*
NA
NA
Exelixis, Inc : EXEL Announces
XL647 Results and Sell of Plant
Sciences Assets - ALERT
Exelixis, Inc : A Focus on Partners
NEUTRAL
-0.2900
Q2-07
-0.2800
Q3-07
-1.1000
FY07
USD
*
NA
NA
NEUTRAL
-0.2900
Q2-07
-0.2800
Q3-07
-1.1000
FY07
USD
*
NA
NA
OVERWEIGHT 0.3000
Q3-07
0.2400
Q4-07
0.9400
FY07
USD
*
NA
NA
OVERWEIGHT 0.3000
Q3-07
0.2400
Q4-07
0.9400
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3400
Q3-07
1.2600
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3400
Q3-07
1.2600
FY07
USD
*
NA
NA
Express Scripts, Inc. : ESRX
OVERWEIGHT 0.5600
Announces CFO to Leave; We
Believe There is Nothing to Read
Into It - ALERT
Express Scripts, Inc. : Decline
OVERWEIGHT 0.5600
Overdone; Tweaking Quarterly EPS
Breakdown; Reiterate OW
Q2-07
0.5700
Q3-07
2.2800
FY07
USD
*
NA
NA
Q2-07
0.5700
Q3-07
2.2800
FY07
USD
*
NA
NA
Q3-07
0.5500
Q4-07
2.0700
FY07
USD
*
NA
NA
Q3-07
0.5500
Q4-07
2.0700
FY07
USD
*
NA
NA
Rodney
Clayton
Exelixis, Inc.
EXEL
5-Sep-07
Jeffrey J.
Zekauskas
9-Aug-07
Jeffrey J.
Zekauskas
Expedia, Inc.
EXPE
3-Aug-07
Imran Khan
Expedia, Inc.: Update from Our
Conversation with the CEO
Expedia, Inc. : Revenue Growth
Accelerates Domestically and
Internationally, Upgrading to
Overweight
Expeditors International of Washington
22-Aug-07 Thomas R.
Wadewitz
8-Aug-07
Thomas R.
Wadewitz
Express Scripts, Inc.
13-Aug-07 Lisa Gill
26-Jul-07
Lisa Gill
F5 Networks, Inc.
6-Aug-07
26-Jul-07
EXPD
Expeditors : Solid Demand Trends
NEUTRAL
but Yield Expansion May be Limited;
Highlights from the 8K
Expeditors : Solid 2Q; Good News Is NEUTRAL
Already Reflected in the Stock
ESRX
FFIV
Ehud A.
Gelblum Ph
D
Ehud A.
Gelblum Ph
D
F5 Networks : Downgrading to
UNDERWEIGHT0.5100
Underweight as Growth in Core
Business Appears to be Slowing
F5 Networks : FQ307 Wrap:
NEUTRAL 0.5100
Relatively In-Line Qtr, Not Much
Changes But the Tax Rate; Raising
Page 76 of 225
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Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Ests
Fair Isaac Corporation
26-Jul-07
2-Jul-07
Fred W.
Searby
Fred W.
Searby
FIC
Fair Isaac : Solid F3Q07, Steady
Progress
Fair Isaac : Sandell Discloses 5%
Stake & Efforts to Seeking Value
Maximization
NEUTRAL
0.4200
Q3-07
0.4100
Q4-07
1.6400
FY07
USD
*
NA
NA
NEUTRAL
0.3800
Q3-07
0.4100
Q4-07
1.6400
FY07
USD
*
NA
NA
NEUTRAL
0.1400
Q2-07
0.2000
Q3-07
0.7500
FY07
USD
*
NA
NA
NEUTRAL
0.1400
Q2-07
0.2300
Q3-07
0.7900
FY07
USD
*
NA
NA
Fairpoint Communications : 2Q07 UNDERWEIGHT0.1000
Quick Take - ALERT
Fairpoint Communications : 2Q07 UNDERWEIGHT0.1000
Preview - ALERT
Q2-07
0.1200
Q3-07
0.4600
FY07
USD
*
NA
NA
Q2-07
0.1200
Q3-07
0.4600
FY07
USD
*
NA
NA
Q4-07
NA
Q1-08
1.6100
FY07
USD
*
NA
NA
Fairchild Semiconductor International
28-Sep-07 Shawn
Webster
20-Jul-07
Shawn
Webster
Fairpoint Communications, Inc.
9-Aug-07
8-Aug-07
Jonathan
Chaplin
Jonathan
Chaplin
Family Dollar Stores, Inc.
21-Sep-07 Charles
Grom
2-Aug-07
Michael
Mueller
Michael
Mueller
27-Jul-07
FDO
UNDERWEIGHT0.2500
FRT
Federal Realty Investment Trust :
Model Adjustment
Federal Realty Investment Trust :
Q2 and guidance as expected;
Raises dividend 6.1%
NEUTRAL
0.4300
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.4300
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
KENNETH
Federated Investors, Inc. : Money
NEUTRAL 0.5400
WORTHINGTON
Fund Concerns Overblown, Fed Cut
Could Drive Sales; Upgrade to
Neutral
KENNETH
Federated Investors, Inc. : 2Q07 a UNDERWEIGHT0.5400
Q2-07
0.5600
Q3-07
2.1400
FY07
USD
*
NA
NA
Q2-07
0.5600
Q3-07
2.1400
FY07
USD
*
NA
NA
Federated Investors, Inc.
7-Sep-07
FRP.N
Family Dollar Stores, Inc. :
Downgrade to Underweight As
Concerns Mount
Federal Realty Inv. Trust
6-Aug-07
FCS
Fairchild Semiconductor : Analyst
Day Recap ... Not Too Much New,
But Lead Time Decline Bears
Monitoring
Fairchild Semiconductor : Trimming
Estimates, Rising Lead Times A
Good Sign For Industry
FII
Page 77 of 225
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Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
WORTHINGTON
Solid Quarter, But Pershing Risk
Remains
FedEx Corporation
FDX
20-Sep-07 Thomas R.
Wadewitz
24-Jul-07
Thomas R.
Wadewitz
23-Jul-07
Thomas R.
Wadewitz
FedEx Corp : Guidance Reduction OVERWEIGHT 2.0500
an Obvious Pressure but F1Q
Results Were Solid - ALERT
FedEx Corp : Surcharge Reduction OVERWEIGHT 2.1200
Shifts FedEx Focus to LTL Share
Gains
FedEx Corp : Surcharge Reduction: OVERWEIGHT 2.1200
Bad for LTL Market; Potential
Positive for FDX - ALERT
FelCor Lodging Trust Incorporated
2-Aug-07
1-Aug-07
31-Jul-07
Harry C.
Curtis
Harry C.
Curtis
Fidelity National Information Services
4-Sep-07
Tien-Tsin
Huang
26-Jul-07
Tien-Tsin
Huang
Fifth Third Bancorp
1.8400
Q1-09
7.0300
FY07
USD
*
NA
NA
Q4-08
1.8400
Q1-09
7.2500
FY07
USD
*
NA
NA
Q4-08
1.8400
Q1-09
7.2500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
30.00
15-May-07
May-08
Q2-07
NA
Q3-07
NA
FY07
USD
30.00
15-May-07
May-08
Q2-07
NA
Q3-07
NA
FY07
USD
30.00
15-May-07
May-08
Q2-07
0.6500
Q3-07
2.4800
FY07
USD
*
NA
NA
Q2-07
0.6600
Q3-07
2.4800
FY07
USD
*
NA
NA
Q2-07
0.7000
Q3-07
2.7600
FY07
USD
*
NA
NA
Q2-07
0.7000
Q3-07
2.7600
FY07
USD
*
NA
NA
Q2-07
0.7000
Q3-07
2.7400
FY07
USD
*
NA
NA
Q2-07
0.7100
Q3-07
2.7700
FY07
USD
*
NA
NA
FCH
FelCor Lodging Trust Inc : 2008
OVERWEIGHT 0.3200
Outlook Encouraging
FelCor Lodging Trust Inc :
OVERWEIGHT 0.3200
Renovated Hotels Strong, But
Hotels Undergoing Renovations
Dragged Results.
FelCor Lodging Trust Inc : Pullback OVERWEIGHT NA
Represents Excellent Buying
Opportunity.
Harry C.
Curtis
Q4-08
FIS
Fidelity National Information
OVERWEIGHT 0.5900
Services : Closer Look at Mortgage
Unit & Strategic Options; Guidance
Safe; We're Below Consensus
Fidelity National Information
OVERWEIGHT 0.5900
Services : Adjusting Est. Post 2Q
Revenue Beat & In-Line EPS
FITB
23-Jul-07
Vivek Juneja
3-Jul-07
Vivek Juneja
Fifth Third Bancorp : Dilutive Deal toUNDERWEIGHT0.6800
Diversify into North Carolina
Fifth Third Bancorp : Sharp Rise in UNDERWEIGHT0.6800
High-Risk Res Mtg Delinquencies
Fifth Third Bancorp : FL, MI Losses UNDERWEIGHT0.6800
Up Sharply, Fees & Costs Offset
Fifth Third Bancorp : Trimming
UNDERWEIGHT0.6900
Estimates
Page 78 of 225
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First Data Corporation
19-Jul-07
17-Jul-07
Tien-Tsin
Huang
Tien-Tsin
Huang
Headline
Rating
First Data : 2Q First Look: In-Line ALERT
First Data : Tweaking Model Ahead
of an Expected In-line 2Q
NEUTRAL
0.3100
Q2-07
0.3300
Q3-07
1.2600
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q2-07
0.3300
Q3-07
1.2500
FY07
USD
*
NA
NA
Matthew
Heimermann
NEUTRAL
0.6400
Q2-07
0.5900
Q3-07
2.3500
FY07
USD
*
NA
NA
First Mercury Financial Corporation :OVERWEIGHT 0.5500
Production Back On Track/2Q EPS
In-line
Q2-07
0.5700
Q3-07
2.2500
FY07
USD
*
NA
NA
First Midwest Bancorp, Inc.
26-Jul-07
25-Jul-07
24-Jul-07
FMBI
NEUTRAL
0.5900
Q2-07
0.6100
Q3-07
2.4000
FY07
USD
*
NA
NA
NEUTRAL
0.5800
Q2-07
0.6100
Q3-07
2.4000
FY07
USD
*
NA
NA
John Pancari FirstMerit Corporation : EncouragingUNDERWEIGHT0.3700
2Q, But Outlook Remains
Challenged
John Pancari FirstMerit Corporation : Relatively UNDERWEIGHT0.3500
Solid 2Q; Credit Deterioration
Manageable and Modestly Less
than Expected - ALERT
Q2-07
0.3700
Q3-07
1.4800
FY07
USD
*
NA
NA
Q2-07
0.3700
Q3-07
1.4800
FY07
USD
*
NA
NA
Fiserv, Inc.
26-Jul-07
FMR
John Pancari First Midwest Bancorp : 2Q Call
Follow-Up: EPS Pressure Limits
Valuation Upside; Reiterate Neutral
John Pancari First Midwest Bancorp : Mixed 2Q;
EPS Upside on Solid Top Line, But
B/S Trends Pressured - ALERT
FirstMerit Corporation
25-Jul-07
Price Target Period
Begin Date End Date
FFIN
John Pancari First Financial Bankshares : Clean
2Q07 Results; Upside from Lower
Expenses
First Mercury Financial Corporation
1-Aug-07
FDC.N
First Financial Bankshares, Inc.
20-Jul-07
Current Year
EPS
EPS
EPS
FMER
FISV
Tien-Tsin
Huang
FLIR Systems, Inc.
Fiserv, Inc. : Weakness Seems
Overdone; EPS Adjustment for ISS
Expected
NEUTRAL
0.6800
Q2-07
0.7500
Q3-07
2.8700
FY07
USD
*
NA
NA
NEUTRAL
0.3800
Q2-07
0.3700
Q3-07
1.6800
FY07
USD
*
NA
NA
FLIR
FLIR Systems Inc : Good News
Pours In - ALERT
Page 79 of 225
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Headline
25-Jul-07
FLIR Systems Inc : FLIR at ASIS
International - ALERT
FLIR Systems Inc : 2Q Results Solid; Adjusting Ests.
Paul Coster
Flowers Foods, Inc.
Q2-07
0.3700
Q3-07
1.6800
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-07
0.3500
Q3-07
1.6300
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.1900
Q3-07
0.9100
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.1933
Q3-07
0.9133
FY07
USD
*
NA
NA
FMC Technologies Inc : Solid Beat, OVERWEIGHT 1.0600
Backlog Build - ALERT
Q2-07
1.1300
Q3-07
4.2500
FY07
USD
*
NA
NA
FTI
Fomento Economico Mexicano SAB (ADR)
Andrea
Teixeira
Price Target Period
Begin Date End Date
0.3800
FMC Technologies, Inc.
30-Jul-07
NEUTRAL
Flowers Foods Inc : Quicktake on
2Q07 results - ALERT
Flowers Foods Inc : Snippets from
Meeting with Management
Michael K.
LaMotte
Current Year
EPS
EPS
EPS
FLO
16-Aug-07 Pablo E.
Zuanic
9-Jul-07 Pablo E.
Zuanic
31-Jul-07
Rating
FMX
FEMSA : Weak 2Q07 Results - in
Line with Our Estimates - ALERT
NEUTRAL
0.5686
Q2-07
0.5667
Q3-07
1.9000
FY07
USD
*
NA
NA
24-Aug-07 Robert
Samuels
Foot Locker, Inc. : Downgrading to
Neutral, Lowering Estimates
NEUTRAL
-0.1200
Q2-08
0.3700
Q3-08
1.2700
FY07
USD
*
NA
NA
Ford Motor Company
F
4-Sep-07
Himanshu
Patel
Q2-07
-0.6500
Q3-07
-1.4600
FY07
USD
*
NA
NA
1-Aug-07
Himanshu
Patel
Q2-07
-0.6500
Q3-07
-1.4600
FY07
USD
*
NA
NA
3-Jul-07
Himanshu
Patel
Ford Motor Company : August
OVERWEIGHT 0.1300
Sales, 2H Production Largely In-line
- ALERT
Ford Motor Company : July Sales OVERWEIGHT 0.1300
Lackluster on Across the Board
Weakness - ALERT
Ford Motor Company : June Sales UNDERWEIGHT-0.2800
Slightly Weak - ALERT
Q2-07
-1.0000
Q3-07
-2.1500
FY07
USD
*
NA
NA
0.8300
Q1-08
0.7400
Q2-08
3.0700
FY07
USD
*
NA
NA
FormFactor Inc : C2Q07 Earnings - UNDERWEIGHT0.3800
Strong Revenue Growth and
Guidance, Raising Ests.
Q2-07
0.3800
Q3-07
1.4300
FY07
USD
*
NA
NA
Foot Locker, Inc.
FL
Forest Laboratories, Inc.
27-Sep-07 Adam
Greene
FormFactor, Inc.
26-Jul-07
FRX
Forest Laboratories, Inc : Azor
Approved, Adjusting Estimates
NEUTRAL
FORM
Christopher
Blansett
Page 80 of 225
Publish
Date
Certifying
Analyst
10-Jul-07
Christopher
Blansett
Q3-07
1.4700
FY07
USD
*
NA
NA
Fortune Brands : Assuming
Coverage; Maintaining Neutral
Rating
Fortune Brands : Solid 2Q Upside
Reported; 3Q Guidance Issued
Slightly Below Street; Maintain
Neutral
NEUTRAL
1.5300
Q2-07
1.2900
Q3-07
5.0000
FY07
USD
*
NA
NA
NEUTRAL
1.3400
Q2-07
1.3600
Q3-07
5.0000
FY07
USD
*
NA
NA
Fossil, Inc. : International Driving
Impressive Results, Adj.Ests.
NEUTRAL
0.2100
Q2-07
0.3800
Q3-07
1.4000
FY07
USD
*
NA
NA
FPL Group Inc. : Increasing
Guidance/Wind MW and 2Q Ahead
of Ests. - ALERT
NEUTRAL
0.8000
Q2-07
NA
Q3-07
3.4500
FY07
USD
*
NA
NA
John Pancari Franklin Bank Corp : 2Q Call
UNDERWEIGHT0.3000
Follow-Up: EPS Pressure Mounting
on Homebuilding Weakness;
Q2-07
0.3200
Q3-07
1.2100
FY07
USD
*
NA
NA
Q3-07
1.8900
Q4-07
7.2000
FY07
USD
*
NA
NA
Q3-07
1.8800
Q4-07
7.2100
FY07
USD
*
NA
NA
Q2-07
2.3600
Q3-07
10.2600
FY07
USD
*
NA
NA
Fossil, Inc.
FO
FOSL
FPL Group, Inc.
FPL
Andrew
Smith
Franklin Bank Corp.
FBTX
Franklin Resources, Inc.
27-Jul-07
12-Jul-07
BEN
KENNETH
Franklin Resources : Strong Sales UNDERWEIGHT1.9100
WORTHINGTON
and Higher Margins in F3Q07 Corrected Note supersedes any
previous versions
KENNETH
Franklin Resources : Downturn In UNDERWEIGHT1.9300
WORTHINGTON
High-Yield Highlights Potential
Performance Issue at Flagship
Income Series Fund
Freeport-McMoRan Copper & Gold Inc.
26-Jul-07
Price Target Period
Begin Date End Date
0.4000
15-Aug-07 Robert
Samuels
26-Jul-07
Q2-07
Michael
Rehaut
FormFactor Inc : Downgrading to
Underweight on Expectations of
Market Share Loss to MJC
Current Year
EPS
EPS
EPS
0.3400
Fortune Brands, Inc.
30-Jul-07
Rating
NEUTRAL
14-Sep-07 Dara W.
Mohsenian
27-Jul-07
Headline
Michael
Gambardella
FCX
Freeport-McMoRan Copper & Gold :OVERWEIGHT 2.7000
FCX maintains focus on
de-leveraging; Adj. EPS
Page 81 of 225
Publish
Date
Certifying
Analyst
11-Jul-07
Michael
Gambardella
Headline
Brannon
Cook
8-Aug-07
G&K Services, Inc.
GameStop Corp.
Nancy Hoch
9-Jul-07
Nancy Hoch
20-Aug-07 Fred W.
Searby
2.3600
Q3-07
10.2600
FY07
USD
*
NA
NA
0.9300
Q2-07
0.6400
Q3-07
4.0000
FY07
USD
*
NA
NA
NEUTRAL
1.8500
Q2-07
1.1000
Q3-07
4.3000
FY07
USD
*
NA
NA
0.6000
Q4-08
NA
Q1-09
2.2100
FY07
USD
*
NA
NA
0.5200
Q4-07
NA
Q1-08
1.9600
FY07
USD
*
NA
NA
0.5200
Q4-07
NA
Q1-08
1.9600
FY07
USD
*
NA
NA
0.5200
Q4-07
NA
Q1-08
1.9600
FY07
USD
*
NA
NA
OVERWEIGHT 0.0800
Q2-08
0.1800
Q3-08
1.4500
FY07
USD
*
NA
NA
OVERWEIGHT 0.0800
Q2-08
0.1800
Q3-08
1.4500
FY07
USD
*
NA
NA
SMid Cap Retailing : Terminating
NA
NA
Coverage
Gander Mountain Company : Not UNDERWEIGHT-0.1700
Much Horsepower in 2Q Margins
Q2-08
NA
Q3-08
NA
FY07
USD
*
NA
NA
Q2-08
0.0500
Q3-08
0.0500
FY07
USD
*
NA
NA
Gannett Co., Inc. : August News Ad NEUTRAL
Revs Down 7.1%; Classified Fall
Continues; Adj. Estimates
Gannett Co., Inc. : July Proforma Ad NEUTRAL
Revenue Falls 7.6%; Slight Negative
1.2400
Q2-07
1.0100
Q3-07
4.5300
FY07
USD
*
NA
NA
1.2400
Q2-07
1.0100
Q3-07
4.5200
FY07
USD
*
NA
NA
FTO
GKSR
G&K Services Inc. : FY2007 10K
OVERWEIGHT
Review
G&K Services Inc. : F4Q07 Glance: OVERWEIGHT
Strong Quarter And Outlook
G&K Services Inc. : F4Q07: Strong OVERWEIGHT
Quarter And Outlook
G&K Services Inc. : G&K
OVERWEIGHT
Announces Add-On Acquisition
GameStop : GTA Delay a
Near-Term Hiccup; Overweight
GameStop : PS3 Price Cut A
Positive for GME - ALERT
Gander Mountain Company
Gannett Co., Inc.
Q2-07
GME
3-Aug-07
18-Sep-07 Fred W.
Searby
Price Target Period
Begin Date End Date
NEUTRAL
Daniel Vetter Frontier Oil Corporation : 2Q07
earnings well ahead of expectations
- ALERT
Fox
Fox
Fox
Fox
RAIL
FreightCar America : Management
Meetings Highlight Revenue
Diversification Efforts
Frontier Oil Corporation
Current Year
EPS
EPS
EPS
Freeport-McMoRan Copper & Gold :OVERWEIGHT 3.0500
Raising EPS due to new base metal
forecasts
FreightCar America, Inc.
31-Jul-07
Rating
GMTN
GCI
Page 82 of 225
Publish
Date
Certifying
Analyst
19-Jul-07
Fred W.
Searby
Fred W.
Searby
18-Jul-07
Gartner, Inc.
31-Jul-07
Rating
Gannett Co., Inc. : Updating
NEUTRAL
Estimates for 2Q Results
Gannett Co., Inc. : 2Q in Line with
NEUTRAL
Recent Guidance; June Ads Remain
Weak - ALERT
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
1.2400
Q2-07
1.0100
Q3-07
4.4900
FY07
USD
*
NA
NA
1.2200
Q2-07
1.0100
Q3-07
4.4900
FY07
USD
*
NA
NA
OVERWEIGHT 0.2300
Q2-07
0.0900
Q3-07
0.7500
FY07
USD
*
NA
NA
-0.0200
Q2-07
NA
Q3-07
-0.0300
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
-0.2500
Q3-07
-0.2700
FY07
USD
*
NA
NA
NEUTRAL
-0.0400
Q2-07
-0.2500
Q3-07
-0.2700
FY07
USD
*
NA
NA
OVERWEIGHT 0.0500
Q2-07
0.0100
Q3-07
0.1500
FY07
USD
*
NA
NA
OVERWEIGHT 0.0500
Q2-07
0.0100
Q3-07
0.1500
FY07
USD
*
NA
NA
OVERWEIGHT 0.0500
Q2-07
0.0100
Q3-07
0.1500
FY07
USD
*
NA
NA
OVERWEIGHT 0.0500
Q2-07
0.0100
Q3-07
0.1500
FY07
USD
*
NA
NA
OVERWEIGHT 0.0500
Q2-07
0.0100
Q3-07
0.1500
FY07
USD
*
NA
NA
OVERWEIGHT 0.0300
Q2-07
0.0300
Q3-07
0.1600
FY07
USD
*
NA
NA
OVERWEIGHT 0.0500
Q2-07
0.0100
Q3-07
0.1500
FY07
USD
*
NA
NA
IT
Fred W.
Searby
Gasco Energy, Inc.
2-Aug-07
Headline
Rodney
Clayton
Gartner Inc. : Solid 2Q07
GSX
Gasco Energy : Changing Estimates NEUTRAL
Following Conference Call
Gaylord Entertainment Company
3-Aug-07
Harry C.
Curtis
9-Jul-07
Harry C.
Curtis
GET
Gaylord Entertainment : Strong
Quarter; Something Else In The
Works For SoCal?
Gaylord Entertainment : Chula Vista
Project Likely Cancelled.
Gemstar-TV Guide International, Inc.
24-Sep-07 Barton
Crockett
17-Sep-07 Barton
Crockett
10-Sep-07 Barton
Crockett
21-Aug-07 Barton
Crockett
8-Aug-07
Barton
Crockett
27-Jul-07
Barton
Crockett
27-Jul-07
Barton
Crockett
GMST
Gemstar TV Guide International :
Gemstar Weekly Data Tracker,
Week of Sep. 24
Week of Sep. 17
Week of Sep. 10
Week of Aug 20
Week of August 6
2Q07 React: 1x Items Boosted
Upside, Results a Sideshow vs
Merger Talk - ALERT
2Q07 Wrap: In-line Qtr, Higher
Page 83 of 225
Publish
Date
Certifying
Analyst
26-Jul-07
Barton
Crockett
Barton
Crockett
9-Jul-07
5-Jul-07
Headline
Barton
Crockett
Jonathan
Chappell
15-Aug-07 Jonathan
Chappell
3-Aug-07
Jonathan
Chappell
2-Aug-07
Jonathan
Chappell
20-Jul-07
Jonathan
Chappell
GenCorp Inc.
Price Target Period
Begin Date End Date
Q2-07
0.0300
Q3-07
0.1600
FY07
USD
*
NA
NA
Q2-07
0.0300
Q3-07
0.1600
FY07
USD
*
NA
NA
Q2-07
0.0300
Q3-07
0.1600
FY07
USD
*
NA
NA
0.6000
Q2-07
0.6500
Q3-07
2.8300
FY07
USD
*
NA
NA
0.6000
Q2-07
0.6800
Q3-07
2.8000
FY07
USD
*
NA
NA
0.6000
Q2-07
0.7000
Q3-07
2.7600
FY07
USD
*
NA
NA
0.6000
Q2-07
0.7000
Q3-07
2.7600
FY07
USD
*
NA
NA
0.6700
Q2-07
0.7300
Q3-07
2.8600
FY07
USD
*
NA
NA
OVERWEIGHT 0.0600
Q3-07
0.0900
Q4-07
0.3500
FY07
USD
*
NA
NA
OVERWEIGHT 0.1200
Q3-07
0.0700
Q4-07
0.5500
FY07
USD
*
NA
NA
Genentech : Despite ODAC Panel, OVERWEIGHT 0.7800
Avastin Should Still be Approved in
Breast
Genentech : Avastin Breast Cancer OVERWEIGHT 0.7800
sBLA Resubmission Incremental
Positive - ALERT
Genentech : Raising 2007 Ests on OVERWEIGHT 0.7800
Upside 2Q; Reiterate OW
Q2-07
0.7200
Q3-07
2.9300
FY07
USD
*
NA
NA
Q2-07
0.7200
Q3-07
2.9300
FY07
USD
*
NA
NA
Q2-07
0.7200
Q3-07
2.9200
FY07
USD
*
NA
NA
GNK
Genco Shipping & Trading Ltd. :
OVERWEIGHT
Raising '08 EPS Est. on New
Charters; Reit. OW
OVERWEIGHT
Raising Est. Again on Another
Accretive Acquisition
OVERWEIGHT
Raising '07 & '08 EPS Est. on New
Rate Forecasts
Genco Shipping & Trading Ltd. : 2Q OVERWEIGHT
EPS In-Line with Our Est., Below
Cons. - ALERT
OVERWEIGHT
Raising '08 EPS Est. by 11% on
Accretive Acq.
GY
26-Sep-07 Joseph B.
Nadol
26-Sep-07 Joseph B.
Nadol
Genentech, Inc.
GenCorp Inc. : First Look at Q3
Earnings - ALERT
GenCorp Inc. : Solid Quarter with
Fundamentals Little Changed;
Raising Estimates
DNA
14-Sep-07 Geoffrey
Meacham
24-Aug-07 Geoffrey
Meacham
12-Jul-07
Current Year
EPS
EPS
EPS
Spending Expected, Adj Ests
Gemstar TV Guide International : OVERWEIGHT 0.0300
Gemstar Weekly, 2Q07 Preview
Week of July 9
Sky Italia Announcement
Incrementally Positive, But Already
in Our Model - ALERT
Genco Shipping & Trading Limited
6-Sep-07
Rating
Geoffrey
Meacham
Page 84 of 225
Publish
Date
Certifying
Analyst
11-Jul-07
Geoffrey
Meacham
9-Jul-07
Geoffrey
Meacham
Headline
Joseph B.
Nadol
25-Jul-07
Joseph B.
Nadol
16-Jul-07
C. Stephen
Tusa Jr.
13-Jul-07
C. Stephen
Tusa Jr.
11-Jul-07
C. Stephen
Tusa Jr.
1-Aug-07
Michael
Mueller
1-Aug-07
Michael
Mueller
Michael
Mueller
16-Jul-07
Jonathan
Chappell
Q3-07
2.9200
FY07
USD
*
NA
NA
Q2-07
0.7200
Q3-07
2.9100
FY07
USD
*
NA
NA
Q2-07
1.2300
Q3-07
5.0000
FY07
USD
*
NA
NA
Q2-07
1.2800
Q3-07
4.9500
FY07
USD
*
NA
NA
0.5200
Q2-07
0.5500
Q3-07
2.2000
FY07
USD
*
NA
NA
0.5200
Q2-07
0.5500
Q3-07
2.2000
FY07
USD
*
NA
NA
0.5200
Q2-07
0.5500
Q3-07
2.2000
FY07
USD
*
NA
NA
0.5200
Q2-07
0.5500
Q3-07
2.2000
FY07
USD
*
NA
NA
0.5200
Q2-07
0.5500
Q3-07
2.2000
FY07
USD
*
NA
NA
NEUTRAL
0.0300
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.0300
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.3400
Q3-07
1.9000
FY07
USD
*
NA
NA
GD
GE
GGP
General Growth Properties : "Clean"
Core FFO hit our $0.70 estimate,
but likely a little below Street
General Growth Properties : Model
Adjustment
General Growth Properties : Model
Adjustment
General Maritime Corporation
2-Aug-07
Price Target Period
Begin Date End Date
0.7200
General Electric Co. : Notes From OVERWEIGHT
GE Infrastructure Meeting - ALERT
General Electric Co. : GECS
OVERWEIGHT
Outlook Solid, Despite Market
Uncertainties
General Electric Co. : In Line 2Q
OVERWEIGHT
Overshadowed by Strong 08 Story
and Investor Friendly Tone on
Portfolio Moves
General Electric Co. : Key
OVERWEIGHT
Takeaways From Conf. Call ALERT
General Electric Co. : GE
OVERWEIGHT
Terminates Deal With ABT - ALERT
General Growth Properties
Q2-07
General Dynamics Corp. : Strong OVERWEIGHT 1.2200
Q2; Gulfstream Salesforce Must Be
Tired
General Dynamics Corp. : First LookOVERWEIGHT 1.1900
at Q2 Earnings - ALERT
General Electric Company
Tusa Jr.
4-Sep-07 C. Stephen
Tusa Jr.
Current Year
EPS
EPS
EPS
Genentech : Upside 2Q EPS on
OVERWEIGHT 0.7200
Leverage; Key Products In Line ALERT
Genentech : 2Q07 Earnings
OVERWEIGHT 0.6900
Preview: Raising Ests But Expecting
Few Surprises
General Dynamics Corporation
26-Jul-07
Rating
GMR
General Maritime Corp. : Raising
2007 & 2008 EPS Est. on New TCs;
Reit. N
Page 85 of 225
Publish
Date
Certifying
Analyst
General Mills, Inc.
Headline
4-Sep-07
Himanshu
Patel
1-Aug-07
Himanshu
Patel
Himanshu
Patel
Q4-08
NA
Q1-09
3.3500
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
3.3500
FY07
USD
*
NA
NA
Q4-08
0.8700
Q1-09
3.4000
FY07
USD
*
NA
NA
General Mills : 1Q08 Guidance Set UNDERWEIGHT0.7300
at 81c - Our Take - ALERT
General Mills : The 10/04 LBH DealUNDERWEIGHT0.7300
Unwinds - ALERT
Q4-08
0.8700
Q1-09
3.4000
FY07
USD
*
NA
NA
Q4-08
0.8700
Q1-09
3.4000
FY07
USD
*
NA
NA
OVERWEIGHT 2.2900
Q2-07
0.3700
Q3-07
3.4000
FY07
USD
*
NA
NA
OVERWEIGHT 2.2900
Q2-07
0.3700
Q3-07
3.4000
FY07
USD
*
NA
NA
OVERWEIGHT 2.2900
Q2-07
0.6100
Q3-07
3.0000
FY07
USD
*
NA
NA
OVERWEIGHT 1.2000
Q2-07
0.6100
Q3-07
3.0000
FY07
USD
*
NA
NA
Genesco, Inc : Uncertainty
OVERWEIGHT 0.0000
Surrounds Potential Deal with FINL;
Adj. Ests.
Q2-08
0.6200
Q3-08
2.7000
FY07
USD
*
NA
NA
Q2-07
0.2900
Q3-07
1.1600
FY07
USD
*
NA
NA
GM
General Motors : Tentative
GM-UAW Deal Struck; Positive ALERT
General Motors : August Sales, 4Q
Production Better Than Expected ALERT
General Motors : Intl. Profits Step
Up; H2 NAFTA Caution; Adj. EPS
General Motors : GMAC Results
Better than Expected - ALERT
Genesis Lease Limited (ADR)
Jamie Baker
Genomic Health, Inc.
7-Aug-07
Price Target Period
Begin Date End Date
GCO
31-Aug-07 Robert
Samuels
25-Jul-07
General Mills : Quick Take on 1Q08UNDERWEIGHT0.7000
Results - ALERT
General Mills : Cutting 2Q08
UNDERWEIGHT0.7000
Estimates, Increasing 2H08
General Mills : Why We Remain UWUNDERWEIGHT0.7300
General Motors Corporation
26-Sep-07 Himanshu
Patel
Genesco Inc.
Current Year
EPS
EPS
EPS
GIS
19-Sep-07 Pablo E.
Zuanic
19-Sep-07 Pablo E.
Zuanic
10-Sep-07 Pablo E.
Zuanic
6-Sep-07 Pablo E.
Zuanic
2-Aug-07 Pablo E.
Zuanic
30-Jul-07
Rating
Tycho
Peterson
Genpact Limited
GLS
Genesis Lease Limited : Q2 Slightly OVERWEIGHT 0.2800
Ahead, No Change to Dividend;
Thoughts on Brazil
GHDX
Genomic Health : Oncotype DX
Trends Remain Strong
OVERWEIGHT -0.2800
Q2-07
-0.2700
Q3-07
-1.0900
FY07
USD
*
NA
NA
Genpact : Initiate at OW; Well
Positioned for Solid Growth
OVERWEIGHT 0.0900
Q3-07
0.1100
Q4-07
0.2500
FY07
USD
*
NA
NA
G
11-Sep-07 Tien-Tsin
Huang
Page 86 of 225
Publish
Date
Certifying
Analyst
Headline
Gen-Probe Incorporated
2-Aug-07
Tycho
Peterson
19-Jul-07
Himanshu
Patel
Gentex Corporation : Q2 Upside,
Guidance Upped; Positive Reaction
- ALERT
Geoffrey
Meacham
Geoffrey
Meacham
Geoffrey
Meacham
Geoffrey
Meacham
David Silver
Fred W.
Searby
*
NA
NA
FY07
USD
*
NA
NA
NEUTRAL
0.7600
Q2-07
0.7700
Q3-07
3.0000
FY07
USD
*
NA
NA
NEUTRAL
0.7600
Q2-07
0.7700
Q3-07
3.0000
FY07
USD
*
NA
NA
Genworth Financial : Results Mixed,OVERWEIGHT 0.7800
but Should Lift Investor Sentiment
Q2-07
0.8100
Q3-07
3.1700
FY07
USD
*
NA
NA
GPC
GNW
NEUTRAL
0.8200
Q2-07
0.8300
Q3-07
3.2900
FY07
USD
*
NA
NA
NEUTRAL
0.8800
Q2-07
0.8500
Q3-07
3.4000
FY07
USD
*
NA
NA
NEUTRAL
0.8200
Q2-07
0.8300
Q3-07
3.2900
FY07
USD
*
NA
NA
NEUTRAL
0.8200
Q2-07
0.8300
Q3-07
3.2900
FY07
USD
*
NA
NA
Georgia Gulf : Vinyl Profits Vanish:
We Reduce Estimates
Georgia Gulf : GGC 2Q Results
Negative - ALERT
NEUTRAL
-0.0500
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
-0.0500
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Getty Images : Lowers 2007
Outlook, Adj Ests
NEUTRAL
0.5700
Q2-07
0.6200
Q3-07
2.4600
FY07
USD
*
NA
NA
Georgia Gulf Corporation
2-Aug-07
USD
0.8300
Genuine Parts Company : 2Q
In-line; Full-year Outlook
Unchanged
Genuine Parts Company : Quick
Take: 2Q In-line; Autos Weak,
Industrial Strong - ALERT
Jimmy
Bhullar
Getty Images, Inc.
FY07
Q3-07
GENZ
9-Aug-07
1.4300
0.1900
Genzyme Corporation : 2Q07 Beats
Low Expectations - ALERT
Genzyme Corporation : 2Q Earnings
Solid: Leverage Driving Future
Growth
Genzyme Corporation : Impressive
Mozobil Ph III Results - ALERT
Genzyme Corporation : Tolevamer
Fails Trial 1 of 2 in CDAD - ALERT
6-Jul-07
Q3-07
Q2-07
25-Jul-07
19-Jul-07
0.3000
0.2100
Genzyme Corporation
25-Jul-07
Q2-07
NEUTRAL
Genworth Financial, Inc.
27-Jul-07
Price Target Period
Begin Date End Date
GPRO
Genuine Parts Company
Himanshu
Patel
GNTX
Himanshu
Patel
20-Jul-07
Current Year
EPS
EPS
EPS
Gen-Probe : 2Q Impressive Across OVERWEIGHT 0.5000
the Board - Raising Ests
Gentex Corporation
23-Jul-07
Rating
GGC
GYI
Page 87 of 225
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Analyst
Gevity HR, Inc.
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
GVHR
24-Sep-07 David Cohen Gevity : Mgmt Mtgs: Bumps
OVERWEIGHT 0.1900
Remain, But Selling Overdone
7-Aug-07 David Cohen Gevity : 2Q07 First Look: Negative, OVERWEIGHT 0.1700
but Selling Overdone - ALERT
7-Aug-07 David Cohen Gevity : Bad News Appears Priced OVERWEIGHT 0.1700
In; Remain OW Despite Lower
Estimates
Q2-07
0.1600
Q3-07
0.6800
FY07
USD
*
NA
NA
Q2-07
0.1900
Q3-07
0.6800
FY07
USD
*
NA
NA
Q2-07
0.1900
Q3-07
0.6800
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.6700
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.6700
FY07
USD
*
NA
NA
0.1800
Q2-07
0.2100
Q3-07
0.7700
FY07
USD
*
NA
NA
0.1800
Q2-07
0.2100
Q3-07
0.7700
FY07
USD
*
NA
NA
0.1800
Q2-07
0.2100
Q3-07
0.7700
FY07
USD
*
NA
NA
0.1800
Q2-07
0.2100
Q3-07
0.7700
FY07
USD
*
NA
NA
Global Payments Inc.
GPN
24-Sep-07 Tien-Tsin
Huang
Global Payments : 1Q Preview,
OVERWEIGHT 0.4800
Modest Upside Likely; But Shares
Feel Extended
Global Payments : F4Q First Look: OVERWEIGHT 0.4100
$0.02 Beat; Guides In-Line - ALERT
Global Payments : Tweaking Est, OVERWEIGHT 0.4100
Results & Outlook Should Satisfy
Q4-08
0.5800
Q1-09
1.8800
FY07
USD
*
NA
NA
Q4-07
0.5300
Q1-08
1.7600
FY07
USD
*
NA
NA
Q4-07
0.5300
Q1-08
1.7600
FY07
USD
*
NA
NA
Q2-07
2.0000
Q3-07
7.1500
FY07
USD
*
NA
NA
Q4-07
2.0000
Q4-07
7.1500
FY07
USD
*
NA
NA
Gilead Sciences, Inc.
20-Jul-07
19-Jul-07
Geoffrey
Meacham
Geoffrey
Meacham
GILD
Gilead Sciences : Raising EstimatesOVERWEIGHT 0.4200
on Impressive 2Q HIV Sales
Gilead Sciences : Upside 2Q EPS OVERWEIGHT 0.4000
on Top Line Growth - ALERT
Global Cash Access Holdings, Inc.
10-Aug-07 Tien-Tsin
Huang
9-Aug-07 Tien-Tsin
Huang
2-Aug-07
24-Jul-07
26-Jul-07
24-Jul-07
Tien-Tsin
Huang
Tien-Tsin
Huang
Tien-Tsin
Huang
Tien-Tsin
Huang
GlobalSantaFe Corporation
12-Sep-07 David C.
Smith
2-Aug-07
David C.
GCA
Global Cash Access : Didn't See It OVERWEIGHT
Coming; Guidance Cut, Est. Down
Global Cash Access : 2Q07 First
OVERWEIGHT
Look: Misses 2Q by $0.01, Lowers
FY Guidance - ALERT
Global Cash Access : Reiterate
OVERWEIGHT
Overweight; Weakness Overdone
Global Cash Access : CFO
OVERWEIGHT
Departure a Negative Surprise;
Near-Term Results Should Be Fine ALERT
GSF
GlobalSantaFe Corporation : Deep
NEUTRAL 1.6000
and Defensive; Upgrading to N from
UW
GlobalSantaFe Corporation : 2Q07 UNDERWEIGHT1.6000
Page 88 of 225
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Certifying
Analyst
Headline
Smith
24-Jul-07
23-Jul-07
2.0000
Q4-07
7.1500
FY07
USD
*
NA
NA
Q4-07
2.0000
Q4-07
7.1500
FY07
USD
*
NA
NA
Q2-07
0.0700
Q3-07
0.1600
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
GOL Linhas Aereas Inteligentes UNDERWEIGHT-0.0900
S.A. : GOL Expected To Miss 3Q,
Estimates Reduced Again
Q2-07
0.3500
Q3-07
0.7400
FY07
USD
*
NA
NA
SA Gold - forecast and valuation
updates
Gold Fields: 4Q07 result: Stable
operating result and outlook
SA Gold & Platinum Foresight
Globalstar : 2Q inline. Achieved
subs growth. Early delivery of 2nd
Gen sats. Simplex momentum
stronger in 2H. - ALERT
Anthony
Paolone
OVERWEIGHT 0.0400
GCT
GMH Communities Trust : 2Q $0.01UNDERWEIGHT NA
behind; some balance sheet
progress, but core and pre-leasing
remain weak
GOL Linhas Aereas Inteligentes SA (ADR)
Jamie Baker
Gold Fields
GOL
GFIJ.J
13-Sep-07 Allan Cooke
1-Aug-07
Allan Cooke
17-Jul-07
Allan Cooke
Gold Reserve Inc.
OVERWEIGHT
NA
Q3-07
NA
Q4-07
412
FY07
SAR
143.00
13-Sep-07
Mar-08
OVERWEIGHT
NA
Q3-07
NA
Q4-07
435
FY07
SAR
136.00
17-Jul-07
Jul-08
OVERWEIGHT
NA
Q3-07
NA
Q4-07
435
FY07
SAR
136.00
17-Jul-07
Jul-08
Q2-07
-0.0600
Q3-07
-0.2800
FY07
USD
*
NA
NA
Q2-07
0.2100
Q3-07
0.7000
FY07
USD
*
NA
NA
GRZ
14-Aug-07 John Bridges Gold Reserve : Q2 Progress Report OVERWEIGHT -0.0800
Positive - ALERT
Goldcorp Inc. (USA)
3-Aug-07
Price Target Period
Begin Date End Date
Q4-07
GMH Communities Trust
7-Sep-07
GSAT
14-Aug-07 Thomas J.
Lee
7-Aug-07
Current Year
EPS
EPS
EPS
In Line, Fleet Status Uneventful ALERT
Transocean and GlobalSantaFe : UNDERWEIGHT1.6000
Looking Past EPS Accretion
Transocean and GlobalSantaFe UNDERWEIGHT1.6000
Propose Merger of Equals :
Combination Creates Mega-Driller,
Accelerates Cash Return - ALERT
David C.
Smith
David C.
Smith
Globalstar, Inc.
Rating
GG
John Bridges Goldcorp Inc : Short term
OVERWEIGHT 0.1700
disappointment at Luismin - ALERT
Page 89 of 225
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Date
Certifying
Analyst
Golden Telecom, Inc.
9-Aug-07
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
GLDN
Jean-Charles Golden Telecom : 2Q07: Strong
A.
Quarter; Reiterate OW - ALERT
Lemardeley
OVERWEIGHT
NA
Q2-07
NA
Q3-07
2.2000
FY07
USD
*
NA
NA
NEUTRAL
0.4300
Q2-07
0.2600
Q3-07
0.2500
FY07
USD
*
NA
NA
Goodman Global, Inc.
GGL
27-Jul-07
Goodman Global : It's All Good OVERWEIGHT 0.5500
Raising 2007 FCF Est. Significantly
Goodman Global : 2Q EPS of $0.55 OVERWEIGHT 0.4600
Well Above Forecast; FCF
Guidance Raised By 25%; Reiterate
OW - ALERT
Q2-07
0.5700
Q3-07
1.4000
FY07
USD
*
NA
NA
Q2-07
0.5700
Q3-07
1.4000
FY07
USD
*
NA
NA
0.9800
Q2-07
0.8900
Q3-07
3.6500
FY07
USD
*
NA
NA
0.8800
Q2-07
0.8200
Q3-07
3.3500
FY07
USD
*
NA
NA
Goodrich Petroleum : Good Cotton OVERWEIGHT -0.2000
Valley Results Highlight 2Q - ALERT
Goodrich Petroleum : Updating
OVERWEIGHT -0.2000
Model for 2Q07 Results
Goodrich Petroleum : Successful OVERWEIGHT -0.2300
James Lime Well Raises Our NAV
by $3-5/share
Q2-07
-0.1600
Q3-07
-0.8300
FY07
USD
*
NA
NA
Q2-07
-0.1600
Q3-07
-0.8200
FY07
USD
*
NA
NA
Q2-07
-0.1600
Q3-07
-0.8300
FY07
USD
*
NA
NA
Google : Acquisition of Postini
Completes Software Offering
Q2-07
3.7100
Q3-07
15.0600
FY07
USD
*
NA
NA
Q2-07
0.2700
Q3-07
1.2100
FY07
USD
*
NA
NA
Golfsmith International Holdings, Inc.
8-Aug-07
26-Jul-07
Nancy Hoch
Curtis
Woodworth
Curtis
Woodworth
GOLF
Golfsmith International Holdings,
Inc. : Clean 2Q, But Strategic
Initiatives To Weigh On the Full
Year
Goodrich Corporation
GR
27-Jul-07
Joseph B.
Nadol
26-Jul-07
Joseph B.
Nadol
Goodrich : Another Good Quarter;
NEUTRAL
Margin Visibility Improves Again;
Raising Estimates
Goodrich : First Look at Q2 Earnings NEUTRAL
- ALERT
Goodrich Petroleum Corporation
9-Aug-07
9-Aug-07
3-Aug-07
Joseph D.
Allman
Joseph D.
Allman
Joseph D.
Allman
Google Inc.
10-Jul-07
GOOG
Imran Khan
GrafTech International Ltd.
2-Aug-07
GDP
Michael
OVERWEIGHT 3.5500
GTI
GrafTech International : Turnaround
NEUTRAL
0.3700
Page 90 of 225
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Analyst
Headline
Gambardella
Grant Prideco, Inc.
Price Target Period
Begin Date End Date
GRP
NEUTRAL
1.0400
Q2-07
1.0700
Q3-07
4.2700
FY07
USD
*
NA
NA
NEUTRAL
1.0400
Q2-07
1.0700
Q3-07
4.2500
FY07
USD
*
NA
NA
NEUTRAL
1.0400
Q2-07
1.0700
Q3-07
4.2700
FY07
USD
*
NA
NA
0.1100
Q2-07
0.1000
Q3-07
0.4600
FY07
USD
18.00
13-Aug-07
Aug-08
0.1100
Q2-07
0.1000
Q3-07
0.4600
FY07
USD
18.00
13-Aug-07
Aug-08
0.1100
Q2-07
0.1000
Q3-07
0.4600
FY07
USD
18.00
13-Aug-07
Aug-08
0.1100
Q2-07
0.1100
Q3-07
0.4300
FY07
USD
*
NA
NA
0.1000
Q2-07
0.1100
Q3-07
0.4300
FY07
USD
*
NA
NA
0.1000
Q2-07
0.1100
Q3-07
0.4300
FY07
USD
*
NA
NA
Kevin Pollard Grey Wolf, Inc. : Q2 Results in Line;UNDERWEIGHT0.1900
Recent Acquisition a Positive
Q2-07
0.1800
Q3-07
0.8000
FY07
USD
*
NA
NA
Greenfield Online, Inc.
18-Sep-07 Barton
Crockett
24-Aug-07 Barton
Crockett
13-Aug-07 Barton
Crockett
9-Aug-07
Barton
Crockett
6-Aug-07
Barton
Crockett
Barton
Crockett
Grey Wolf, Inc.
2-Aug-07
Current Year
EPS
EPS
EPS
continues - Raising EPS
25-Sep-07 Kevin Pollard Grant Prideco, Inc. : Q3
Pre-Announcement No Cause for
Concern
26-Jul-07 Kevin Pollard Grant Prideco, Inc. : Modest Q2
Beat and Raised Guidance Despite
Canadian Headwinds - ALERT
26-Jul-07 Kevin Pollard Grant Prideco, Inc. : Backlog Moves
Offshore Providing Good LT
Visibility; Raising Estimates
23-Jul-07
Rating
SRVY
Greenfield Online Inc. : August
OVERWEIGHT
Traffic to Ciao Shopping Up 29%
Y/Y
Greenfield Online Inc. : July Traffic OVERWEIGHT
to Ciao Shopping Up 43% Y/Y
Greenfield Online Inc. : Sell-off
OVERWEIGHT
Overdone, Fundamentals Strong,
Adding to JPM Focus List
Greenfield Online Inc. : 2Q07 Wrap: OVERWEIGHT
Super Sales, Contained by Costs,
Adj. Ests.
Greenfield Online Inc. : 2Q07
OVERWEIGHT
Preview: We See Upside Potential
Greenfield Online Inc. : June Traffic OVERWEIGHT
to Ciao Shopping Up 76% Y/Y Positive
GW
Grubb & Ellis Company
Fox
Fox
Fox
3-Aug-07 Michael J.
GBE
Grubb & Ellis Co : FY2007 10K
Review
Grubb & Ellis Co : Takeaway From
Conf Call : Market Remains Strong
Grubb & Ellis Co : F4Q07 Glance: In
Line With Pre-Announcement
Grubb & Ellis Co : F4Q07 Positive
NEUTRAL
NA
Q4-08
NA
Q1-09
0.1400
FY07
USD
*
NA
NA
NEUTRAL
NA
Q4-08
NA
Q1-09
0.1400
FY07
USD
*
NA
NA
NEUTRAL
0.0500
Q4-07
NA
Q1-08
0.0400
FY07
USD
*
NA
NA
NEUTRAL
0.0500
Q4-07
NA
Q1-08
0.0400
FY07
USD
*
NA
NA
Page 91 of 225
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Date
Certifying
Analyst
Headline
Fox
Rating
Current Year
EPS
EPS
EPS
Grupo Televisa, S.A. (ADR)
GSC Investment Corp.
TV
David C.
Smith
GSC Investment : Adjusting
Estimates for Faster Portfolio Ramp
and Lack of Near-term Follow-on
Offering
9-Aug-07
Stephen
Volkmann
CFA
H.B. Fuller Company
Zekauskas
Zekauskas
Zekauskas
Zekauskas
13-Jul-07
13-Jul-07
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
NA
Q3-07
1.3000
FY07
USD
*
NA
NA
NEUTRAL
0.3400
Q2-08
0.3400
Q3-08
1.2800
FY07
USD
*
NA
NA
NEUTRAL
1.2700
Q2-07
1.3000
Q3-07
4.2500
FY07
USD
*
NA
NA
NEUTRAL
0.4000
Q2-07
0.4300
Q3-07
1.6200
FY07
USD
*
NA
NA
NEUTRAL
0.4900
Q2-07
0.5200
Q3-07
1.8500
FY07
USD
*
NA
NA
0.4600
Q3-07
0.5300
Q4-07
1.8000
FY07
USD
32.50
17-May-07
May-08
0.4600
Q3-07
0.5300
Q4-07
1.8000
FY07
USD
32.50
17-May-07
May-08
0.4800
Q3-07
0.5300
Q4-07
1.8000
FY07
USD
32.50
17-May-07
May-08
0.4800
Q3-07
0.5300
Q4-07
1.8000
FY07
USD
32.50
17-May-07
May-08
0.4800
Q3-07
0.5300
Q4-07
1.8000
FY07
USD
32.50
17-May-07
May-08
H.B. Fuller : Behind the Numbers - OVERWEIGHT 0.4800
Corrected Note supersedes any
previous versions
Q3-07
0.5300
Q4-07
1.8000
FY07
USD
32.50
17-May-07
May-08
GLF
Gulfmark Offshore : Nice Beat on
North Sea Spot Surprise; Assuming
Coverage
H&E Equipment Services, Inc.
11-Sep-07 Phil Gresh
Q2-07
GNV
George A.
Sacco
GulfMark Offshore, Inc.
3-Aug-07
Price Target Period
Begin Date End Date
Pre-announcement
31-Aug-07 Jean-Charles Grupo Televisa SA : Televisa buys OVERWEIGHT 0.3300
A.
Bestel to further triple play plans Lemardeley
ALERT
18-Jul-07
HEES
H&E Equipment Services, Inc. :
Cheap but Lacking Catalysts;
Assuming Coverage, Maintaining
Neutral Rating
H&E Equipment Services, Inc. :
Lowering Ests, But Stock Looks
Oversold
FUL
H.B. Fuller : Process Optimization OVERWEIGHT
Stimulates EPS Growth
H.B. Fuller : FUL Reports Positive OVERWEIGHT
3Q:F07 EPS - ALERT
H.B. Fuller : The Adhesives IndustryOVERWEIGHT
Consolidates
H.B. Fuller : The Adhesives IndustryOVERWEIGHT
Consolidates - Corrected Note
H.B. Fuller : Behind the Numbers OVERWEIGHT
Page 92 of 225
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Date
Certifying
Analyst
H.J. Heinz Company
22-Aug-07 Pablo E.
Zuanic
Headline
HJ Heinz : Updating Estimates
Based on Latest Guidance
31-Jul-07
5-Jul-07
Q1-08
0.6900
Q2-08
2.5400
FY07
USD
*
NA
NA
NEUTRAL
0.1700
Q2-07
0.1900
Q3-07
0.6300
FY07
USD
*
NA
NA
Kevin Pollard Hanover Compressor Company : OVERWEIGHT 0.2400
HC Goes Out Strong, but It's Time
to Focus on Exterran; Reiterate
Overweight
HC Results Top Expectations;
Belleli Backlog Impressive - ALERT
HC/UCO Merger Clears Antitrust
Hurdle - ALERT
Q2-07
0.2300
Q3-07
0.9200
FY07
USD
*
NA
NA
Q2-07
0.2300
Q3-07
0.9200
FY07
USD
*
NA
NA
Q2-07
0.2300
Q3-07
0.9200
FY07
USD
*
NA
NA
Q2-07
-0.4000
Q3-07
-1.5400
FY07
USD
*
NA
NA
Q2-07
-0.3500
Q3-07
-1.5500
FY07
USD
*
NA
NA
Q2-07
0.4800
Q3-07
1.4500
FY07
USD
*
NA
NA
Q2-07
0.4800
Q3-07
1.4500
FY07
USD
*
NA
NA
Dawn Brock
Hansen Medical, Inc.
9-Aug-07
Dara W.
Mohsenian
8-Aug-07
Dara W.
Mohsenian
HGR
Hanger Orthopedic Group, Inc :
Another Solid Quarter, but Upside
Remains Muted
HC
HNSN
Hansen Medical : In-Line 2Q07;
OVERWEIGHT -0.3700
Early Launch Feedback Positive
Hansen Medical : 2Q07 Preview: OVERWEIGHT -0.4200
With Approvals in Hand, Focus Now
Turns to Adoption
Hansen Natural Corporation
HANS
Hansen Natural Corp. : Raising EPSOVERWEIGHT 0.4700
After Strong Q2- Catalysts Should
Drive Continued H2 Strength
Hansen Natural Corp. : Very Strong OVERWEIGHT 0.3700
Q2 EPS in a Peak Seasonal Quarter
Harley-Davidson, Inc.
HOG
7-Sep-07
Harley-Davidson : Lowers
Guidance, Not Surprising
Harley-Davidson : First Glance:
Above-Consensus Quarter But
Concerns Remain
Harley-Davidson : Inventory
19-Jul-07
Price Target Period
Begin Date End Date
0.5600
Weinstein
Weinstein
19-Jul-07
NEUTRAL
Hanover Compressor Company
1-Aug-07
Current Year
EPS
EPS
EPS
HNZ
Hanger Orthopedic Group, Inc.
31-Jul-07
Rating
Dean
Gianoukos
Dean
Gianoukos
Dean
NEUTRAL
1.1400
Q2-07
1.2700
Q3-07
4.2400
FY07
USD
*
NA
NA
NEUTRAL
1.1700
Q2-07
NA
Q3-07
4.2900
FY07
USD
*
NA
NA
NEUTRAL
1.1700
Q2-07
NA
Q3-07
4.2900
FY07
USD
*
NA
NA
Page 93 of 225
Publish
Date
Certifying
Analyst
Headline
Gianoukos
Harmony Gold Mining Company Ltd
8-Aug-07
SAR
113.00
17-Jul-07
Jul-08
NEUTRAL
NA
Q4-08
NA
NEUTRAL
0.8700
Q4-08
0.8300
Q1-09
3.2100
FY07
USD
*
NA
NA
NEUTRAL
0.0400
Q4-07
0.0200
Q1-08
0.1300
FY07
USD
*
NA
NA
NEUTRAL
0.9100
Q2-07
0.7500
Q3-07
2.7700
FY07
USD
*
NA
NA
NEUTRAL
0.8000
Q2-07
0.7500
Q3-07
2.7700
FY07
USD
*
NA
NA
Harte-Hanks, Inc : Downgrading to UNDERWEIGHT0.3100
UW, Lowering Ests
Harte-Hanks, Inc : Disappointing
NEUTRAL 0.3300
2Q07; Shoppers Downturn
Accelerates
Q2-07
0.3600
Q3-07
1.3800
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.3800
FY07
USD
*
NA
NA
Hartford Financial Services : Strong OVERWEIGHT 2.3900
Results, Favorable Outlook;
Overweight
Q2-07
2.4000
Q3-07
9.8600
FY07
USD
*
NA
NA
Hasbro, Inc. : Attractive Valuation NEUTRAL 0.2400
Upgrading to N from UW
Hasbro, Inc. : Marvel Lowers Toy UNDERWEIGHT0.2400
Q2-07
0.8100
Q3-07
2.1700
FY07
USD
*
NA
NA
Q2-07
0.8100
Q3-07
2.1700
FY07
USD
*
NA
NA
HRS
Harris Corporation : Q4 Slightly
Better Than Expected; RF Still On
Upswing; Adjusting Estimates
Harris Interactive Inc.
HPOL
Harris Interactive Inc. : F4Q07
Preview: Top Line, Acquisitions Are
Key
Harsco Corporation
27-Jul-07
Curtis
Woodworth
26-Jul-07
Curtis
Woodworth
HSC
Harsco Corp : 2Q Beat From Solid
Broad Based Performance; Raises
FY07 Guidance
Harsco Corp : HSC Beat and Raise
on Strong Margin Performance ALERT
HHS
18-Sep-07 Fred W.
Searby
24-Jul-07 Fred W.
Searby
Hartford Financial Services
Jimmy
Bhullar
Hasbro, Inc.
Price Target Period
Begin Date End Date
Q1-09 396.0000 FY07
20-Aug-07 Barton
Crockett
27-Jul-07
HARJ.J
Harmony Gold Mining Co Ltd : High
noon for Harmony - ALERT
Joseph B.
Nadol
Harte-Hanks, Inc.
Current Year
EPS
EPS
EPS
Concerns Remain, Hints At Lower
Production
27-Aug-07 Allan J.
Cooke
Harris Corporation
Rating
HIG
HAS
10-Sep-07 Dean
Gianoukos
7-Aug-07 Dean
Page 94 of 225
Publish
Date
23-Jul-07
23-Jul-07
Certifying
Analyst
Gianoukos
Dean
Gianoukos
Dean
Gianoukos
Headline
Sales Forecast
Hasbro, Inc. : First Glance: Good
Quarter
Hasbro, Inc. : Good Quarter, But
Less To Look Forward To
31-Jul-07
Q3-07
2.0600
FY07
USD
*
NA
NA
UNDERWEIGHT0.1700
Q2-07
NA
Q3-07
2.0600
FY07
USD
*
NA
NA
Haynes International : No aerospaceOVERWEIGHT 1.4500
slowdown - Backlog continues to
build
Q3-07
1.4800
Q4-07
5.8300
FY07
USD
*
NA
NA
10.0000
Q1-08
NA
Q2-08
46.8300
FY07
INR
1484.00
26-Jul-07
Jul-08
John Bridges Headwaters : Wrap Q3'07: "Market UNDERWEIGHT0.9800
Headwind" ahead
John Bridges Headwaters : Quick Q3'07: Strong UNDERWEIGHT0.5000
results but still no HCAT sales ALERT
Q3-07
0.4100
Q4-07
1.8800
FY07
USD
*
NA
NA
Q3-07
0.4100
Q4-07
1.8800
FY07
USD
*
NA
NA
0.1400
Q2-07
0.0500
Q3-07
0.5500
FY07
USD
*
NA
NA
OVERWEIGHT 0.8000
Q2-07
0.9800
Q3-07
3.6500
FY07
USD
*
NA
NA
HealthExtras, Inc. : Quick Take on OVERWEIGHT 0.2500
2Q: EPS Meets Consensus; Looking
for Additional Details on Call
Q2-07
0.2600
Q3-07
1.0300
FY07
USD
*
NA
NA
Q2-07
0.1000
Q3-07
0.7400
FY07
USD
*
NA
NA
Michael
Gambardella
HAYN
HDBK.BO
Sachin Sheth HDFC Bank : All of the parts
Andreas
Dirnagl
Health Net, Inc.
2-Aug-07
HMA
Health Management Associates :
HMA: Admitting You Have a
Problem Is the First Step to
Recovery; Adjusting Estimates
NEUTRAL
HNT
William
Georges
HealthExtras, Inc.
7-Aug-07
NEUTRAL
HW
Health Management Associates, Inc.
1-Aug-07
Price Target Period
Begin Date End Date
NA
Headwaters Incorporated
1-Aug-07
Q2-07
HDFC Bank Limited
26-Jul-07
Current Year
EPS
EPS
EPS
UNDERWEIGHT0.1700
Haynes International, Inc.
7-Aug-07
Rating
Health Net : 2Q07 Earnings Beat
Estimates on Lower Admin
Spending
HLEX
Michael R.
Minchak
Hearst-Argyle Television, Inc.
27-Sep-07 John
Blackledge
HTV
Hearst-Argyle Television Inc :
Special Committee Recommends
Against Tender - ALERT
NEUTRAL
0.1800
Page 95 of 225
Publish
Date
Certifying
Analyst
27-Aug-07 John
Blackledge
26-Jul-07
Headline
Hearst-Argyle Television Inc :
NEUTRAL
Hearst Corp. Tenders for HTV; Initial
Bid Likely to Increase
Hearst-Argyle Television Inc : 2Q07 NEUTRAL
Review: Results Below
Expectations, Reducing Fiscal 2007
Estimates
John
Blackledge
Heartland Express, Inc.
23-Jul-07
Thomas R.
Wadewitz
Heelys, Inc.
8-Aug-07
0.1800
Q2-07
0.1000
Q3-07
0.7400
FY07
USD
*
NA
NA
0.1800
Q2-07
0.1000
Q3-07
0.7400
FY07
USD
*
NA
NA
0.2000
Q2-07
0.2200
Q3-07
0.8800
FY07
USD
*
NA
NA
Heelys, Inc. : Numbers are Rolling
off a Cliff; Downgrading to Neutral.
Lowering Ests.
NEUTRAL
0.4500
Q2-07
0.3800
Q3-07
1.5800
FY07
USD
*
NA
NA
NEUTRAL
0.4000
Q2-08
0.8900
Q3-08
2.0200
FY07
USD
*
NA
NA
NEUTRAL
-0.8700
Q2-07
-0.7100
Q3-07
-2.8300
FY07
USD
*
NA
NA
Henry Schein Inc : Adjusting
NEUTRAL
Estimates Following 2Q Results;
Maintain Neutral
Henry Schein Inc : EPS Beats by
NEUTRAL
$0.02; Divesting Specialty
Pharmacy Bus.; Maintain N - ALERT
0.6000
Q2-07
0.5500
Q3-07
2.5300
FY07
USD
*
NA
NA
0.5800
Q2-07
0.5500
Q3-07
2.5300
FY07
USD
*
NA
NA
OVERWEIGHT 0.1100
Q2-07
0.6100
Q3-07
0.7200
FY07
USD
*
NA
NA
OVERWEIGHT 0.1100
Q2-07
0.6100
Q3-07
0.7200
FY07
USD
*
NA
NA
HLYS
Robert
Samuels
Helen of Troy Ltd. : Relatively
In-Line Q1 EPS
Dara W.
Mohsenian
Helicos BioSciences Corp.
Tycho
Peterson
Henry Schein, Inc.
13-Aug-07 Lisa Gill
Lisa Gill
Himanshu
Patel
Himanshu
Patel
HLCS
Helicos BioSciences : Uneventful
First Quarter Out of the Gate;
HeliScope on Track for Late 2007
Soft Launch
HSIC
Hertz Global Holdings, Inc.
2-Aug-07
Price Target Period
Begin Date End Date
NEUTRAL
HELE
3-Aug-07
HTLD
30-Jul-07
7-Aug-07
Current Year
EPS
EPS
EPS
Heartland Express : 2Q Reflects
Lower Gain on Sale and Weak TL
Market
Helen of Troy Limited
1-Aug-07
Rating
HTZ
Hertz Global Holdings, Inc. : Cost
Targets Hold Potential for Upside
Hertz Global Holdings, Inc. : 2Q
Beats on Cost Control, Outlook
Unchanged - ALERT
Page 96 of 225
Publish
Date
Certifying
Analyst
Hess Corp.
Rating
KATHERINE
LUCAS
25-Jul-07
KATHERINE
LUCAS
Hewitt Associates, Inc.
Tien-Tsin
Huang
Hess Corporation : E&P source of
2Q07 upside, 2H07 catalysts; adj
ests
Hess Corporation : 2Q07 Earnings
Surprise on Strong Upstream
Volumes - ALERT
NEUTRAL
1.7000
Q2-07
1.2900
Q3-07
4.9500
FY07
USD
*
NA
NA
NEUTRAL
1.3400
Q2-07
1.2900
Q3-07
4.9500
FY07
USD
*
NA
NA
Hewitt Associates, Inc. : Nice F3Q UNDERWEIGHT0.4800
Upside and Tender, But
Sustainability Still in Question
Hibbett Sports, Inc.
Price Target Period
Begin Date End Date
Q3-07
0.3300
Q4-07
1.2100
FY07
USD
*
NA
NA
OVERWEIGHT 0.6700
Q3-07
0.7900
Q4-07
2.8100
FY07
USD
*
NA
NA
OVERWEIGHT 0.6500
Q3-07
0.7900
Q4-07
2.8000
FY07
USD
*
NA
NA
OVERWEIGHT 0.1500
Q2-08
0.2800
Q3-08
1.2500
FY07
USD
*
NA
NA
OVERWEIGHT 0.1500
Q2-08
0.2800
Q3-08
1.2500
FY07
USD
*
NA
NA
OVERWEIGHT 0.2400
Q2-08
0.2900
Q3-08
1.3600
FY07
USD
*
NA
NA
OVERWEIGHT 0.2400
Q2-08
0.2900
Q3-08
1.3600
FY07
USD
*
NA
NA
Hilton Hotels Corporation :
OVERWEIGHT 0.3600
Blackstone Buying For
$47.50/Share; Still Strength In The
Cycle.
Q2-07
0.3400
Q3-07
1.2700
FY07
USD
*
NA
NA
Q2-07
0.0700
Q3-07
0.4100
FY07
USD
6.90
7-Aug-07
Jun-08
HPQ
Hewlett-Packard : Quick Take:
Q3:FY07 Results - ALERT
Hewlett-Packard : 3Q07 Preview:
Solid Upside
HIBB
Hibbett Sports, Inc. : 3QTD Looks
Encouraging
Hibbett Sports, Inc. : Risk Out of
Year; Take Advantage of Stock
Weakness - ALERT
Hibbett Sports, Inc. : Miss Caught
Us By Surprise; 2008 Thesis Intact,
But 2007 Could Be Ugly - ALERT
Hibbett Sports, Inc. : Is Everyone
Barefoot? Lowering Estimates
Hilton Hotels Corporation
Harry C.
Curtis
Himax Technologies
7-Aug-07
HEW
Hewlett-Packard Company
16-Aug-07 Bill C. Shope
CFA
14-Aug-07 Bill C. Shope
CFA
4-Jul-07
Current Year
EPS
EPS
EPS
HES
26-Jul-07
8-Aug-07
Headline
Bhavin Shah
HLT
HIMX
Himax Technologies, Inc. : 2Q07
earning delivers - upbeat tone on
2H07 and 2008 momentum
OVERWEIGHT 0.1400
Page 97 of 225
Publish
Date
Certifying
Analyst
Holly Corporation
9-Aug-07
9-Aug-07
Headline
Hologic, Inc.
Price Target Period
Begin Date End Date
HOC.N
Q2-07
1.1800
Q3-07
5.7200
FY07
USD
*
NA
NA
Q2-07
1.0700
Q3-07
5.9900
FY07
USD
*
NA
NA
Hologic : Time to Revisit the Story OVERWEIGHT 0.5200
Q3-07
0.5300
Q4-07
NA
FY07
USD
*
NA
NA
Hologic : Pricing Concerns Appear OVERWEIGHT 0.5200
Overdone; Reiterate OW
Hologic : Strong F3Q
OVERWEIGHT 0.4800
Results...Thoughts Before the Call ALERT
Q3-07
0.5300
Q4-07
1.8600
FY07
USD
*
NA
NA
Q3-07
0.5300
Q4-07
1.8600
FY07
USD
*
NA
NA
Q2-07
0.1900
Q3-07
0.6400
FY07
USD
*
NA
NA
UNDERWEIGHT0.7800
Q2-07
0.8000
Q3-07
3.1500
FY07
USD
*
NA
NA
UNDERWEIGHT0.7400
Q2-07
0.7900
Q3-07
3.0500
FY07
USD
*
NA
NA
Horizon Lines, Inc. : Raising
OVERWEIGHT 0.2900
Estimates on Refinancing; Reiterate
OW
Horizon Lines, Inc. : 2Q EPS Falls OVERWEIGHT 0.2900
Short on P.R. Volumes; Lowering
Est.
Q2-07
0.5900
Q3-07
1.5000
FY07
USD
*
NA
NA
Q2-07
0.7700
Q3-07
1.6500
FY07
USD
*
NA
NA
Q3-07
0.6500
Q4-07
2.0900
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
NA
FY07
USD
*
NA
NA
HOLX
Home Diagnostics, Inc.
Tycho
Peterson
HDIX
Home Diagnostics, Inc. :
OVERWEIGHT 0.1500
Disappointing Quarter, but Sky Not
Falling; Adj ests
Honeywell International Inc.
Tusa Jr.
19-Jul-07
Current Year
EPS
EPS
EPS
Daniel Vetter Holly Corporation : 2Q07 Results OVERWEIGHT 2.3900
Exceed Street Expectations Positive - ALERT
Daniel Vetter Holly Corporation : Acquisitions mayOVERWEIGHT 2.8400
supplement organic growth; adj est
19-Sep-07 Tycho
Peterson
1-Aug-07 Tycho
Peterson
31-Jul-07 Tycho
Peterson
9-Aug-07
Rating
C. Stephen
Tusa Jr.
Horizon Lines, Inc.
9-Aug-07
Jonathan
Chappell
30-Jul-07
Jonathan
Chappell
HRZ
Hormel Foods Corporation
23-Aug-07 Pablo E.
Zuanic
22-Aug-07 Pablo E.
Zuanic
HON
Honeywell : Major A350XWB
Contract Award a Positive for
Aerospace - ALERT
Honeywell : Initial Take on 2Q ALERT
HRL
Hormel Foods Corporation : We
UNDERWEIGHT0.4100
Expect HRL to Underperform
Hormel Foods Corporation : What UNDERWEIGHT NA
May Drive Sentiment on Thursday
(3Q Out)
Page 98 of 225
Publish
Date
Certifying
Analyst
Headline
Hornbeck Offshore Services, Inc.
7-Aug-07
David C.
Smith
26-Jul-07
David C.
Smith
Hospira, Inc.
Taylor Harris
8-Aug-07
Taylor Harris
11-Jul-07
Taylor Harris
Harry C.
Curtis
HouseValues, Inc.
OVERWEIGHT 0.8100
Q2-07
0.6700
Q3-07
2.7500
FY07
USD
*
NA
NA
OVERWEIGHT 0.5800
Q2-07
0.6300
Q3-07
2.5500
FY07
USD
*
NA
NA
Hospira, Inc. : Timing Issues in
Injectables; P&L Consistency
Mounting at HSP
Hospira, Inc. : Early Read on 2Q
Results
Hospira, Inc. : US Injectables
Franchise Trending Well
OVERWEIGHT 0.4900
Q2-07
0.4800
Q3-07
2.1200
FY07
USD
*
NA
NA
OVERWEIGHT 0.4700
Q2-07
0.4800
Q3-07
2.1200
FY07
USD
*
NA
NA
OVERWEIGHT 0.4700
Q2-07
0.4800
Q3-07
2.1200
FY07
USD
*
NA
NA
OVERWEIGHT 0.3500
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
HouseValues, Inc : 2Q'07: Customer
UNDERWEIGHT-0.0100
Count and ARPC down; Adj. Est.
Q2-07
-0.0100
Q3-07
-0.0800
FY07
USD
*
NA
NA
HST
SOLD
Imran Khan
Hovnanian Enterprises, Inc.
Michael
Rehaut
13-Aug-07 Michael
Rehaut
Humana Inc.
Price Target Period
Begin Date End Date
HOS
Host Hotels & Resorts Inc. :
Maintaining Ests.
17-Sep-07 Michael
Rehaut
7-Sep-07
Hornbeck Offshore Services :
Raising Estimates on Improving
Rates
Hornbeck Offshore Services :
Assuming Coverage - Raising
Estimates on Accelerated Growth
Host Hotels & Resorts, Inc.
1-Aug-07
Current Year
EPS
EPS
EPS
HSP
9-Aug-07
19-Jul-07
Rating
HOV
Hovnanian Enterprises : "Deal of the NEUTRAL
Century" Appears Successful,
However, At a Price; Maintain
Neutral Rating
Hovnanian Enterprises : Post-Call
NEUTRAL
Notes: Consistent with Our
Concerns, Conditions Worsen in
Aug.; Lowering Ests, Mntn N
Hovnanian Enterprises : While 3Q
NEUTRAL
Charges Below Our Est., Total
Charges Still Above Group;
Adjusting Estimates, Maintain
Neutral
-1.2700
Q3-07
-1.2200
Q4-07
-3.8900
FY07
USD
*
NA
NA
-1.2700
Q3-07
-0.6700
Q4-07
-3.3000
FY07
USD
*
NA
NA
-0.8700
Q3-07
-0.5300
Q4-07
-2.8000
FY07
USD
*
NA
NA
Humana : Acquisition of KMG
1.2800
Q2-07
1.4800
Q3-07
4.4500
FY07
USD
*
NA
NA
HUM.N
10-Sep-07 William
NEUTRAL
Page 99 of 225
Publish
Date
Certifying
Analyst
Georges
9-Jul-07
William
Georges
Headline
Boosts Commercial Opportunities ALERT
Humana : Raising 2007 EPS
Estimates; Maintain Neutral Rating
29-Aug-07 Mark
Moskowitz
1-Aug-07
Mark
Moskowitz
1-Aug-07
Mark
Moskowitz
IAC/InterActiveCorp
1-Aug-07
Imran Khan
Icagen, Inc.
Richard
Smith
14-Aug-07 Richard
Smith
14-Aug-07 Richard
Smith
24-Jul-07
Price Target Period
Begin Date End Date
Q2-07
1.2400
Q3-07
4.1800
FY07
USD
*
NA
NA
Hutchinson Technology : Nascent UNDERWEIGHT-0.3000
HDD Optimism and Seagate's
pre-Labor Day Treat Lift Outlook;
Adj. Ests.
Hutchinson Technology : TDK's
UNDERWEIGHT-0.3000
Proposed Acquisition of
Magnecomp Could Be a Negative
for HTCH - ALERT
Hutchinson Technology : Cost
UNDERWEIGHT-0.3000
Reductions and Seasonal Demand
Helping, but Market Dynamics
Remain Tough; Adj. Ests.
Hutchinson Technology : Cost
UNDERWEIGHT-0.3000
Reductions and Seasonal Demand
Helping, but Market Dynamics
Remain Tough; Adj. Ests. Corrected Q407 EPS Estimate
Q3-07
0.1600
Q4-07
-0.0500
FY07
USD
*
NA
NA
Q3-07
0.1600
Q4-07
-0.0500
FY07
USD
*
NA
NA
Q3-07
-0.2300
Q4-07
-0.1000
FY07
USD
*
NA
NA
Q3-07
-0.2300
Q4-07
-0.1000
FY07
USD
*
NA
NA
HTCH
IACI
InterActiveCorp : Q2 Disappoints
With Ticketmaster Weakness;
Adjusting Estimates
NEUTRAL
0.3100
Q2-07
0.3900
Q3-07
1.6800
FY07
USD
*
NA
NA
Icagen : Phase I of ICA-105665 for
Epilepsy Initiated - ALERT
Icagen : Pfizer Partnership for
Preclinical Pain Program - ALERT
Icagen : Pfizer Partnership Validates
Core Expertise; Early Pipeline
Advancing; Adj. Est.
Icagen : 2Q07 Results in Line, New
IND Filed
Icagen : IND filing for Epilepsy
Compound; Incremental Positive ALERT
NEUTRAL
-0.1700
Q2-07
0.0900
Q3-07
-0.4000
FY07
USD
*
NA
NA
NEUTRAL
-0.1700
Q2-07
0.1100
Q3-07
-0.4000
FY07
USD
*
NA
NA
NEUTRAL
-0.1700
Q2-07
0.1100
Q3-07
-0.4000
FY07
USD
*
NA
NA
NEUTRAL
-0.1700
Q2-07
0.1200
Q3-07
-0.4000
FY07
USD
*
NA
NA
NEUTRAL
-0.1700
Q2-07
0.1200
Q3-07
-0.4000
FY07
USD
*
NA
NA
ICGN
5-Sep-07
3-Aug-07
NEUTRAL
Current Year
EPS
EPS
EPS
1.1700
Hutchinson Technology Incorporated
29-Aug-07 Mark
Moskowitz
Rating
Richard
Smith
Richard
Smith
Page 100 of 225
Publish
Date
Certifying
Analyst
ICICI Bank
Headline
IDACORP, Inc.
Price Target Period
Begin Date End Date
Idacorp Inc : Strong 2Q07 Results
NEUTRAL
Driven by Higher Irrigation Volumes;
O&M Growth Still On Track - ALERT
Idenix Pharmaceuticals, Inc.
Richard
Smith
IHOP Corp.
OVERWEIGHT 8.5400
Q1-08
NA
Q2-08
41.4900
FY07
INR
1140.00
30-Aug-07
Sep-08
0.3500
Q2-07
NA
Q3-07
1.8000
FY07
USD
*
NA
NA
IDA
Nikki
Edgecombe
28-Sep-07 Richard
Smith
13-Jul-07
Current Year
EPS
EPS
EPS
ICBK.BO
30-Aug-07 Sachin Sheth ICICI Bank : Now Available at 1x
book
8-Aug-07
Rating
IDIX
Idenix Pharmaceuticals :
Restructuring Removes Distraction;
Adj est
Idenix Pharmaceuticals :
Valopicitabine Development
Suspended; Adj est
NEUTRAL
-0.4100
Q2-07
-0.3500
Q3-07
-1.3400
FY07
USD
*
NA
NA
NEUTRAL
-0.2500
Q2-07
-0.4900
Q3-07
-1.4400
FY07
USD
*
NA
NA
IHOP Corp : Update From National
IHOP Franchisee Conference
IHOP Corp : 2Q Earnings/Cash
Flow Solid in a Tough Environment
IHOP Corp : AppleHop Combination
Provides Upside Potential, But Risks
Warrant Neutral Rating
IHOP Corp : 2Q Comps Solid
Despite a Challenging Environment
NEUTRAL
0.8200
Q2-07
0.6600
Q3-07
2.7300
FY07
USD
*
NA
NA
NEUTRAL
0.8200
Q2-07
0.6600
Q3-07
2.7300
FY07
USD
*
NA
NA
NEUTRAL
0.6400
Q2-07
0.6600
Q3-07
2.5500
FY07
USD
*
NA
NA
NEUTRAL
0.6400
Q2-07
0.6600
Q3-07
2.5500
FY07
USD
*
NA
NA
OVERWEIGHT 0.9000
Q2-07
0.8800
Q3-07
3.4000
FY07
USD
*
NA
NA
Illinois Tool Works : July Base SalesOVERWEIGHT 0.9000
Growth on Track for 3Q
Q2-07
0.8800
Q3-07
3.4000
FY07
USD
*
NA
NA
Illinois Tool Works : Flight to Quality;OVERWEIGHT 0.9000
Assuming Coverage with OW
Q2-07
NA
Q3-07
3.3200
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.3600
FY07
USD
*
NA
NA
IHP
25-Jul-07
Steven Rees
16-Jul-07
Steven Rees
13-Jul-07
Steven Rees
Illinois Tool Works Inc.
17-Sep-07 Stephen
Volkmann
CFA
15-Aug-07 Stephen
Volkmann
CFA
8-Aug-07 Stephen
Volkmann
CFA
ITW
Illinois Tool Works : August Base
Sales on Track for 3Q Guidance
ImClone Systems Incorporated
11-Sep-07 Geoffrey
Meacham
IMCL
ImClone Systems : Erbitux FLEX's
it's Muscles - ALERT
NEUTRAL
0.3600
Page 101 of 225
Publish
Date
Certifying
Analyst
31-Jul-07
Geoffrey
Meacham
Geoffrey
Meacham
Geoffrey
Meacham
Geoffrey
Meacham
31-Jul-07
26-Jul-07
12-Jul-07
Headline
ImClone Systems : 2Q a Non-Event
- ALERT
ImClone Systems : 2Q07 Upside
Despite Flat Erbitux; Adj Ests
ImClone Systems : Erbitux Sales
Come in a Little Light - ALERT
ImClone Systems : Erbitux Misses in
First Line NSCLC - ALERT
Price Target Period
Begin Date End Date
Q2-07
0.3100
Q3-07
1.1800
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3600
Q3-07
1.3600
FY07
USD
*
NA
NA
NEUTRAL
0.2900
Q2-07
0.3100
Q3-07
1.1800
FY07
USD
*
NA
NA
NEUTRAL
0.2900
Q2-07
0.3100
Q3-07
1.1800
FY07
USD
*
NA
NA
Incyte Corporation : Multiple
OVERWEIGHT -0.2200
Datapoints Support Positive View
Incyte Corporation : 2Q07 Results inOVERWEIGHT -0.2600
Line: Steady Pipeline Progress ALERT
Incyte Corporation : Steady
OVERWEIGHT -0.2600
Progress in 2Q; Proof-of-concept
data in two key programs in 2H07;
Adj. Est.
Incyte Corporation : Supportive
OVERWEIGHT -0.2600
INCB'9471 Data at IAS - ALERT
Incyte Corporation : Company Visit OVERWEIGHT -0.2600
Highlights an Eventful 2H07 Ahead
Q2-07
-0.2700
Q3-07
-1.0300
FY07
USD
*
NA
NA
Q2-07
-0.2700
Q3-07
-1.0700
FY07
USD
*
NA
NA
Q2-07
-0.2700
Q3-07
-1.0700
FY07
USD
*
NA
NA
Q2-07
-0.2700
Q3-07
-1.0700
FY07
USD
*
NA
NA
Q2-07
-0.2700
Q3-07
-1.0700
FY07
USD
*
NA
NA
InfoSpace Inc : InfoSpace sells
Switchboard.com unit for $225M
0.0200
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Manoj Singla Infosys Technologies : Decent
OVERWEIGHT18.8200
1QFY08 but guidance revision
disappoints, Fundamentals on track
Q1-08
21.1000
Q2-08
87.8000
FY07
SAR
2400.00
12-Jul-07
Dec-07
26-Jul-07
Richard
Smith
24-Jul-07
Richard
Smith
Richard
Smith
INCY
InfoSpace, Inc.
INSP
Infosys Technologies Limited
Stephen
Volkmann
CFA
Ingram Micro Inc.
15-Aug-07 Jason M.
Gursky
27-Jul-07 Jason M.
NEUTRAL
INFY.BO
Ingersoll-Rand Company Limited
8-Aug-07
0.2900
Incyte Corporation
12-Jul-07
Current Year
EPS
EPS
EPS
NEUTRAL
26-Sep-07 Richard
Smith
26-Jul-07 Richard
Smith
12-Jul-07
Rating
IR
Ingersoll Rand : Valuation Reflects
Upside; Assuming Coverage with
Neutral
NEUTRAL
0.9500
Q3-07
0.8900
Q4-07
3.4500
FY07
USD
*
NA
NA
Ingram Micro : Near term buying
opportunity
Ingram Micro : European and Asian
NEUTRAL
0.3500
Q2-07
0.3800
Q3-07
1.6800
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-07
0.3600
Q3-07
1.6300
FY07
USD
*
NA
NA
IM
Page 102 of 225
Publish
Date
Certifying
Analyst
Headline
Gursky
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
demand look good; the US appears
to be slowing
InnerWorkings, Inc.
9-Aug-07
Rating
INWK
Imran Khan
InnerWorkings : Solid Quarter;
Maintaining Outlook
NEUTRAL
0.0800
Q2-07
0.0800
Q3-07
0.3100
FY07
USD
*
NA
NA
Innospec : More Lead
NEUTRAL
0.2700
Q2-07
0.2450
Q3-07
0.9550
FY07
USD
*
NA
NA
Innospec : Q2:07 Results Positive ALERT
NEUTRAL
0.2700
Q2-07
0.2450
Q3-07
0.9550
FY07
USD
*
NA
NA
InPhonic, Inc. : 2Q Revenue Below
Expectations, Adjusting Est.
NEUTRAL
-0.5900
Q2-07
-0.1100
Q3-07
-1.0900
FY07
USD
*
NA
NA
NEUTRAL
0.5800
Q2-07
0.2500
Q3-07
1.5600
FY07
USD
*
NA
NA
OVERWEIGHT -0.5300
Q4-07
-0.4400
Q1-08
-2.3000
FY07
USD
*
NA
NA
30-Aug-07 Seth Tennant Integrys Energy Group :
OVERWEIGHT 0.1200
Management Meetings Confirm Our
Investment Case. Adj. Ests.
8-Aug-07 Seth Tennant Integrys Energy Group : Qtr
OVERWEIGHT 0.3500
Disappoints, But Not As Bad As It
Looks - ALERT
Q2-07
NA
Q3-07
2.6500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
3.2500
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.2100
FY07
USD
*
NA
NA
Q2-07
0.3200
Q3-07
1.1800
FY07
USD
*
NA
NA
Q2-07
0.3200
Q3-07
1.1800
FY07
USD
*
NA
NA
Innospec Inc.
3-Aug-07
2-Aug-07
IOSP
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
InPhonic, Inc.
INPC
10-Aug-07 Imran Khan
Insight Enterprises, Inc.
8-Aug-07
Jason M.
Gursky
NSIT
Insight Enterprises Inc. : A lot of
moving parts; Adjusting Estimates
Insulet Corporation
Weinstein
PODD
Insulet Corp : Strong 2Q Result;
Guidance Appears Conservative
Integrys Energy Group, Inc.
Intel Corporation
INTC.OQ
Danely
Danely
24-Jul-07
TEG
Christopher
Intel : 45nm Aims to Rain on
OVERWEIGHT 0.1900
Barcelona's Parade, Reiterate
Overweight
Intel : PC Component Tracker - IntelOVERWEIGHT 0.1900
Gains with HP, Loses with Dell;
Intel : AMD Reclaims a Portion of OVERWEIGHT 0.1900
Page 103 of 225
Publish
Date
Certifying
Analyst
9-Jul-07
Danely
Christopher
Danely
Headline
Rating
1Q07 Share Losses
Intel : Intel 2Q07 A Little Better ThanOVERWEIGHT 0.1900
Expected, Raising Estimates and
Reiterating Overweight Rating
Michael
Rehaut
Q3-07
1.0300
FY07
USD
*
NA
NA
0.8500
Q2-07
0.8600
Q3-07
3.3900
FY07
USD
180.00
3-Jan-07
Dec-07
0.8500
Q2-07
0.8600
Q3-07
3.3900
FY07
USD
180.00
3-Jan-07
Dec-07
0.8500
Q2-07
0.9400
Q3-07
3.5100
FY07
USD
180.00
3-Jan-07
Dec-07
0.8500
Q2-07
0.8800
Q3-07
3.2300
FY07
USD
180.00
3-Jan-07
Dec-07
Interline Brands Inc. : Solid 2Q Rptd,OVERWEIGHT 0.3700
While 3Q Issued Above the Street
and FY07 Guidance Raised; Raising
Ests., Reit. OW
Q2-07
0.4400
Q3-07
1.5100
FY07
USD
*
NA
NA
Q2-07
0.0200
Q3-07
-0.0400
FY07
USD
*
NA
NA
0.7600
Q2-07
0.6600
Q3-07
2.6000
FY07
USD
*
NA
NA
0.7700
Q2-07
0.6600
Q3-07
2.6000
FY07
USD
*
NA
NA
International Game Technology :
OVERWEIGHT 0.4100
Japan - Little Prospect for Gaming
Growth, Both Pachislot & Casinos.
Adjusting Estimates.
Q3-07
0.3900
Q4-07
1.4900
FY07
USD
*
NA
NA
ICE
IBI
International Coal Group, Inc.
20-Jul-07
ICO
John Bridges International Coal Group : Quick Q2:
UNDERWEIGHT-0.0700
$200m to $300m equity rising in
prospect? - ALERT
International Flavors & Fragrances Inc.
8-Aug-07
Jeffrey J.
Zekauskas
7-Aug-07
Jeffrey J.
Zekauskas
IFF
International Flavors & Fragrances : NEUTRAL
Raising 2008 EPS to Reflect Share
Repurchase
International Flavors & Fragrances : NEUTRAL
2Q EPS Meet Street Estimates:
EPS Quality Weaker Than Expected
- ALERT
International Game Technology
24-Sep-07 Harry C.
Curtis
Price Target Period
Begin Date End Date
0.2700
IntercontinentalExchange, Inc.
3-Aug-07
Q2-07
26-Sep-07 KENNETH
The Intercontinental Exchange :
OVERWEIGHT
WORTHINGTON
LCH Reduces Clearing Fees
7-Sep-07 KENNETH
OVERWEIGHT
WORTHINGTON
Volumes Off To A Good Start in
September
6-Sep-07 KENNETH
OVERWEIGHT
WORTHINGTON
Lowering Estimates Based on Lower
RPC for the Quarter
30-Jul-07 KENNETH
OVERWEIGHT
WORTHINGTON
Resuming Coverage With
Overweight Rating
Interline Brands, Inc.
Current Year
EPS
EPS
EPS
IGT
Page 104 of 225
Publish
Date
Certifying
Analyst
20-Jul-07
Harry C.
Curtis
19-Jul-07
Harry C.
Curtis
13-Jul-07
Harry C.
Curtis
Headline
$2.00 Run-Rate EPS Within Four
Quarters
Excellent Results and Multiple
Drivers
Recent Concerns Overblown
2-Aug-07
2-Aug-07
Claudia K.
Shank
Claudia K.
Shank
Dean
Gianoukos
Q4-07
1.5000
FY07
USD
*
NA
NA
OVERWEIGHT 0.4000
Q3-07
0.4100
Q4-07
1.5000
FY07
USD
*
NA
NA
OVERWEIGHT 0.4000
Q3-07
0.4100
Q4-07
1.5000
FY07
USD
*
NA
NA
International Paper Co. : Ilim
OVERWEIGHT 0.5200
Agreement Sets Stage for Russian
Expansion
International Paper Co. : Pre-Call OVERWEIGHT 0.4800
Note: 2Q EBIT In Line - ALERT
International Paper Co. : Adjusting OVERWEIGHT 0.5200
Estimates Following In-Line 2Q
Result
Q2-07
0.6200
Q3-07
2.3700
FY07
USD
*
NA
NA
Q2-07
0.6400
Q3-07
2.4000
FY07
USD
*
NA
NA
Q2-07
0.6200
Q3-07
2.3700
FY07
USD
*
NA
NA
IP
IRF
International Rectifier : Legal Taking
The Helm, Concerned On Execution
Risk
NEUTRAL
0.6300
Q4-07
0.6200
Q1-08
2.3300
FY07
USD
*
NA
NA
NEUTRAL
0.5300
Q3-07
NA
Q4-07
2.8000
FY07
USD
*
NA
NA
Fred W.
Searby
OVERWEIGHT 0.0900
Q2-07
0.0300
Q3-07
0.1800
FY07
USD
*
NA
NA
Intersil Corporation
5-Sep-07
Shawn
Webster
Intersil Corporation : More Signals OVERWEIGHT 0.3100
Of Broad-Based Recovery, Raising
Estimates, Reiterate Overweight
Intersil Corporation : Raising
OVERWEIGHT 0.3100
Estimates, Just The Beginning Of
The Recovery, Reiterate Overweight
Intersil Corporation : Channel
OVERWEIGHT 0.2900
Sell-through Healthy, Raising
Estimates
Q2-07
0.3400
Q3-07
1.2900
FY07
USD
*
NA
NA
19-Jul-07
Shawn
Webster
Q2-07
0.3300
Q3-07
1.2800
FY07
USD
*
NA
NA
10-Jul-07
Shawn
Webster
Q2-07
0.3200
Q3-07
1.2500
FY07
USD
*
NA
NA
ISCA
International Speedway : Misses
Quarter, Slashes FY07 Guidance
Interpublic Group of Companies, Inc.
7-Aug-07
Price Target Period
Begin Date End Date
0.4100
International Speedway Corporation
10-Jul-07
Q3-07
International Rectifier Corporation
31-Aug-07 Shawn
Webster
Current Year
EPS
EPS
EPS
OVERWEIGHT 0.4100
International Paper Company
Shank
Rating
IPG
Interpublic Group : 2Q07 Results
Exceed Expectations
ISIL
Page 105 of 225
Publish
Date
Certifying
Analyst
Intuit Inc.
INTU
25-Sep-07 Adam Holt
10-Aug-07 Adam Holt
10-Jul-07
Adam Holt
Headline
Rating
Intuit : New QuickBooks Release OVERWEIGHT -0.0100
Brings Price Increases
Intuit : Feeling the Punishment, Not OVERWEIGHT -0.0600
Seeing the Crime
Intuit : Intuit Hones Focus on Core OVERWEIGHT -0.0600
Investment Technology Group
8-Aug-07
iRobot Corporation
6-Sep-07
Paul Coster
25-Jul-07
Paul Coster
25-Jul-07
Paul Coster
Price Target Period
Begin Date End Date
NA
Q1-09
1.6000
FY07
USD
*
NA
NA
Q4-07
-0.1100
Q1-08
1.3900
FY07
USD
*
NA
NA
Q4-07
-0.1100
Q1-08
1.3900
FY07
USD
*
NA
NA
0.6000
Q2-07
0.5500
Q3-07
2.3800
FY07
USD
*
NA
NA
0.6000
Q2-07
0.5400
Q3-07
2.3000
FY07
USD
*
NA
NA
0.5600
Q2-07
0.5400
Q3-07
2.3000
FY07
USD
*
NA
NA
0.5700
Q2-07
0.5500
Q3-07
2.3000
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-07
0.2300
Q3-07
0.9500
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-07
0.2300
Q3-07
0.9500
FY07
USD
*
NA
NA
OVERWEIGHT -0.2000
Q2-07
0.0700
Q3-07
0.1200
FY07
USD
*
NA
NA
OVERWEIGHT -0.2000
Q2-07
0.0700
Q3-07
0.1200
FY07
USD
*
NA
NA
OVERWEIGHT -0.2000
Q2-07
0.0700
Q3-07
0.1200
FY07
USD
*
NA
NA
OVERWEIGHT -0.2000
Q2-07
0.0700
Q3-07
0.1200
FY07
USD
*
NA
NA
OVERWEIGHT -0.2000
Q2-07
0.0700
Q3-07
0.1200
FY07
USD
*
NA
NA
OVERWEIGHT -0.2300
Q2-07
0.2600
Q3-07
0.1100
FY07
USD
*
NA
NA
OVERWEIGHT -0.2300
Q2-07
0.2600
Q3-07
0.1100
FY07
USD
*
NA
NA
ITG
Iowa Telecommunications Services, Inc.
Jonathan
Chaplin
Jonathan
Chaplin
Q4-08
11-Sep-07 KENNETH
Investment Technology Group : ITG OVERWEIGHT
WORTHINGTON
Volume and Market Share Surge in
August on Strong Agency Trading
3-Aug-07 KENNETH
Investment Technology Group :
OVERWEIGHT
WORTHINGTON
International Drives Solid 2Q07
Results
27-Jul-07 KENNETH
Investment Technology Group :
OVERWEIGHT
WORTHINGTON
Amending EPS Estimates to Show
Fully Diluted EPS
10-Jul-07 KENNETH
Investment Technology Group : ITG OVERWEIGHT
WORTHINGTON
Volume For 2Q07 In Line With
Expectations
8-Aug-07
Current Year
EPS
EPS
EPS
IWA.N
Iowa Telecom : 2Q07 Quick Take ALERT
Iowa Telecom : Results Disappoint;
Lowering Estimates
IRBT
iRobot Corporation : Reads Like a
Grisham Novel: We'd Be Buyers
iRobot Corporation : Explosive
Growth, Elsewhere.. Adj. Ests.
iRobot Corporation : September Spring Time for IRBT - ALERT
iRobot Corporation : New Roomba
Products Introduced - ALERT
iRobot Corporation : 3000
Counter-IED Robots - ALERT
iRobot Corporation : 2Q Preview:
iRobot Corporation : 2Q First Take:
Solid, Raises Full Year Guidance Mild Positive - ALERT
Page 106 of 225
Publish
Date
Certifying
Analyst
12-Jul-07
Paul Coster
Headline
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
0.2600
Q3-07
0.1100
FY07
USD
*
NA
NA
-0.0600
Q2-07
-0.0300
Q3-07
-0.1200
FY07
USD
*
NA
NA
-0.0400
Q2-07
-0.0300
Q3-07
-0.1200
FY07
USD
*
NA
NA
NEUTRAL
-0.0700
Q1-08
-0.0300
Q2-08
0.2800
FY07
USD
*
NA
NA
NEUTRAL
-0.0700
Q1-08
-0.0100
Q2-08
0.1700
FY07
USD
*
NA
NA
NEUTRAL
0.2600
Q1-07
-0.0500
Q2-07
0.1700
FY07
USD
*
NA
NA
18-Sep-07 Seth Tennant ITC Holdings : IUB Allows
OVERWEIGHT 0.4600
Acquisition to Proceed - ALERT
1-Aug-07 Seth Tennant ITC Holdings : Strong 2Q07 Results;OVERWEIGHT 0.4600
Affirmed 2007 Guidance - ALERT
20-Jul-07 Seth Tennant ITC Holdings : Commits to Project inOVERWEIGHT NA
KS, Additive to Earnings - ALERT
Q2-07
NA
Q3-07
1.5500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.5500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.5500
FY07
USD
*
NA
NA
Itron, Inc : AMR-Plus Contract
NEUTRAL 0.8900
Announced - ALERT
Itron, Inc : Downgrading to Neutral:
NEUTRAL 0.8900
Valuation
Itron, Inc : 2Q07 Beats on
OVERWEIGHT 0.8900
Acquisition; Core A Bit Weak
Itron, Inc : 2Q07 Preview: Expect a OVERWEIGHT 0.5600
Noisy Quarter
Q2-07
0.7700
Q3-07
2.9800
FY07
USD
*
NA
NA
Q2-07
0.7700
Q3-07
2.9800
FY07
USD
*
NA
NA
Q2-07
0.8200
Q3-07
2.7600
FY07
USD
*
NA
NA
Q2-07
0.8200
Q3-07
2.7600
FY07
USD
*
NA
NA
ITT Corp. : EDO Acquisition Adds
To Growing Defense Portfolio
Q2-07
0.9000
Q3-07
3.5000
FY07
USD
*
NA
NA
27-Jul-07
Aaron M.
Schwartz
24-Jul-07
Aaron M.
Schwartz
Isle of Capri Casinos
7-Sep-07
Harry C.
Curtis
7-Sep-07
Harry C.
Curtis
11-Jul-07
Harry C.
Curtis
Itron, Inc.
ISLN
Isilon Systems : Q2 Proves Difficult. NEUTRAL
Revised Guidance Will Reset
Expectations
Isilon Systems : We Expect a Strong NEUTRAL
Q2 and Modest Upside to Estimates
ISLE
Isle of Capri Casinos : 1Q Earnings
Mixed. Wait for Positive Earnings
Momentum Before a Turnaround
Isle of Capri Casinos : Significant
Cost-Outs in Q1, But Remain
Neutral Due to Uncertainty &
Challenges in Key Markets
Isle of Capri Casinos : Miami-Dade
Slots a Potential Positive for Isle
ITC Holdings Corp.
OVERWEIGHT -0.2300
Q2-07
Isilon Systems, Inc.
iRobot Corporation : $17.5m in
PackBot Orders - ALERT
Rating
ITC
ITRI
7-Aug-07
Paul Coster
2-Aug-07
Paul Coster
31-Jul-07
Paul Coster
ITT Corporation
ITT
Tusa Jr.
NEUTRAL
0.9200
Page 107 of 225
Publish
Date
Certifying
Analyst
28-Aug-07 C. Stephen
Tusa Jr.
Tusa Jr.
Tusa Jr.
Tusa Jr.
11-Jul-07
C. Stephen
Tusa Jr.
Headline
ITT Corp. : Notes From Dinner With NEUTRAL
Management
ITT Corp. : Solid 2Q; Adjusting
NEUTRAL
Estimates
ITT Corp. : Initial Take On 2Q NEUTRAL
ALERT
ITT Corp. : Favorable Outlook Intact,OVERWEIGHT
But Valuation Limits Near-Term
Potential for Outperformance;
Moving to Neutral
ITT Corp. : Army Contract Award a OVERWEIGHT
Modest Positive - ALERT
Edward
Yruma
J. Crew Group, Inc.
7-Sep-07
Brian J.
Tunick
Thomas R.
Wadewitz
Q3-07
3.5000
FY07
USD
*
NA
NA
0.9200
Q2-07
0.8900
Q3-07
3.4800
FY07
USD
*
NA
NA
0.8900
Q2-07
0.8900
Q3-07
3.4800
FY07
USD
*
NA
NA
0.8900
Q2-07
0.8900
Q3-07
3.4800
FY07
USD
*
NA
NA
0.8900
Q2-07
0.8900
Q3-07
3.4800
FY07
USD
*
NA
NA
0.9500
Q2-07
1.1600
Q3-07
3.5200
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
0.2000
Q3-07
0.8300
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
0.2000
Q3-07
0.8300
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q2-08
0.3600
Q3-08
1.4600
FY07
USD
*
NA
NA
J.B. Hunt Transportation :
OVERWEIGHT 0.3800
Impressive Intermodal Growth
Offsets Weak TL; Upside Remains
for the Stock
Q2-07
0.4200
Q3-07
1.5400
FY07
USD
*
NA
NA
OVERWEIGHT 0.8000
Q2-08
1.2800
Q3-08
5.5000
FY07
USD
*
NA
NA
OVERWEIGHT 0.8000
Q2-08
1.2800
Q3-08
5.5000
FY07
USD
*
NA
NA
ESI
ITT Educational Services Inc : Latter NEUTRAL
Chapters; Initiate at Neutral
12-Sep-07 Charles
Grom
ITRN
Ituran Location and Control : 2Q07
Results Mixed, Thesis Unchanged;
Adj Ests.
Ituran Location and Control : 2Q07
Preview: Sidelined, but Closer to
Turnaround
JCG
J. Crew Group, Inc. : Q2 Results
Strong, But Not Enough to Support
the Multiple; Raising Est.
J.C. Penney Company, Inc.
26-Sep-07 Charles
Grom
Price Target Period
Begin Date End Date
0.9000
J.B. Hunt Transport Services, Inc.
17-Jul-07
Q2-07
Ituran Location and Control Ltd. (US)
Current Year
EPS
EPS
EPS
0.9200
ITT Educational Services, Inc.
16-Jul-07
Rating
JBHT
JCP
JCPenney Corporation : Meeting
with Pres. Ken Hicks, Reward >
Risk, OW
JCPenney Corporation : Update,
Flight to Quality, Overweight
Page 108 of 225
Publish
Date
Certifying
Analyst
16-Aug-07 Charles
Grom
15-Aug-07 Charles
Grom
19-Jul-07
Charles
Grom
Jack in the Box Inc.
8-Aug-07
Steven Rees
8-Aug-07
Steven Rees
Headline
Michael J.
Fox
2-Jul-07
Michael J.
Fox
Jack In The Box Inc. : F3Q Comps
Impressive, But Restaurant Level
Margins Lower - ALERT
Jack In The Box Inc. : F3Q Comps
Strong, But N-T Margin Outlook
Lower
Price Target Period
Begin Date End Date
Q2-08
1.4600
Q3-08
5.5500
FY07
USD
104.00
17-Jan-07
Jun-08
Q2-08
1.4600
Q3-08
5.5500
FY07
USD
104.00
17-Jan-07
Jun-08
Q2-08
1.4600
Q3-08
5.5500
FY07
USD
104.00
17-Jan-07
Jun-08
NEUTRAL
0.8900
Q3-07
0.7600
Q4-07
3.5000
FY07
USD
*
NA
NA
NEUTRAL
1.0100
Q3-07
0.7600
Q4-07
3.6800
FY07
USD
*
NA
NA
NEUTRAL
-0.4200
Q1-08
-0.4100
Q2-08
2.2900
FY07
USD
*
NA
NA
NEUTRAL
-0.4200
Q1-08
-0.4100
Q2-08
2.2900
FY07
USD
*
NA
NA
NEUTRAL
0.2700
Q2-07
0.2600
Q3-07
0.9800
FY07
USD
*
NA
NA
NEUTRAL
0.2700
Q2-07
0.2600
Q3-07
0.9800
FY07
USD
*
NA
NA
NEUTRAL
0.2700
Q2-07
0.2600
Q3-07
0.9800
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-07
0.2800
Q3-07
1.0000
FY07
USD
*
NA
NA
Javelin Pharmaceuticals : RemovingOVERWEIGHT -0.1600
Q2-07
-0.2600
Q3-07
-0.8100
FY07
USD
*
NA
NA
JTX
Jackson Hewitt Tax Service Inc. :
F1Q08: Net Loss Widens, Mgt
Expects 15-20% EPS Growth Over
Next 5 Years
Jackson Hewitt Tax Service Inc. :
FY 2007 10K Review
Janus Capital Group Inc.
JNS
Javelin Pharmaceuticals Inc.
Adam
JBX
30-Aug-07 KENNETH
Janus Capital Group : Schoelzel
WORTHINGTON
Resignation Loss for Janus, Not the
Stock - Corrected Note supersedes
any previous versions
14-Aug-07 KENNETH
Janus Capital Group : Intech is Math
WORTHINGTON
Not Quant, But Fund Performance
Continues to Slide
27-Jul-07 KENNETH
Janus Capital Group : Janus Beats
WORTHINGTON
Street, Growth Sales Turn Positive
9-Jul-07 KENNETH
Janus Capital Group : Fund
WORTHINGTON
Performance Fees Offset Weak
Intech Returns
4-Sep-07
Current Year
EPS
EPS
EPS
JCPenney Corporation : 2Q
OVERWEIGHT 0.7700
Respectable, 2H View Makes Sense
Post M, Remain Buyers at Trough
9.6x Multiple
JCPenney Corporation : Reading OVERWEIGHT 0.7700
The Print - What To Look For in
2Q07 EPS
JCPenney Corporation : Model Isn't OVERWEIGHT 0.7700
Broken Folks, Cali Notes,
Overweight
Jackson Hewitt Tax Service Inc.
6-Sep-07
Rating
JAV
Page 109 of 225
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Date
Certifying
Analyst
Greene
9-Aug-07
26-Jul-07
20-Jul-07
Adam
Greene
Adam
Greene
Adam
Greene
Headline
31-Jul-07
Michael N.
Weinstein
31-Jul-07
Michael N.
Weinstein
17-Jul-07
Michael N.
Weinstein
Michael N.
Weinstein
13-Jul-07
Johnson Controls, Inc.
25-Sep-07 Himanshu
Patel
19-Jul-07
Himanshu
Patel
18-Jul-07
Himanshu
Patel
Robert
Samuels
Price Target Period
Begin Date End Date
Q2-07
-0.2800
Q3-07
-0.8500
FY07
USD
*
NA
NA
Q2-07
-0.2800
Q3-07
-0.8500
FY07
USD
*
NA
NA
Q2-07
-0.2800
Q3-07
-0.8500
FY07
USD
*
NA
NA
1.0500
Q2-07
1.0200
Q3-07
4.0700
FY07
USD
*
NA
NA
1.0500
Q2-07
1.0400
Q3-07
4.0600
FY07
USD
*
NA
NA
1.0500
Q2-07
1.0400
Q3-07
4.0600
FY07
USD
*
NA
NA
1.0000
Q2-07
1.0400
Q3-07
4.0600
FY07
USD
*
NA
NA
1.0000
Q2-07
1.0400
Q3-07
4.0500
FY07
USD
*
NA
NA
Johnson Controls, Inc. : Preview: OVERWEIGHT 1.9800
See Cautiously Optimistic 08
Analyst Meeting
Johnson Controls, Inc. : Lead Hit
OVERWEIGHT 1.9800
Hard but Temporary; Interior
Rebounding
Johnson Controls, Inc. : Quick Take:OVERWEIGHT 2.0000
Q3 Results In Line - ALERT
Q3-07
2.3500
Q4-07
6.3000
FY07
USD
*
NA
NA
Q3-07
2.5300
Q4-07
6.5000
FY07
USD
*
NA
NA
Q3-07
2.5300
Q4-07
6.5000
FY07
USD
*
NA
NA
Q2-07
0.6200
Q3-07
1.9200
FY07
USD
*
NA
NA
JNJ
Johnson & Johnson : ICAAC Kicks OVERWEIGHT
Off a Busy 2H07 for J&J's
Late-Stage Pipeline
Johnson & Johnson : Getting Lean: OVERWEIGHT
Cost-Cutting to Drive EPS Growth in
the Face of Generic Competition
Johnson & Johnson : Raising Ests: OVERWEIGHT
Cost-Cutting to Drive EPS Growth in
2008-09, Potential Re-Acceleration
in 2010
Johnson & Johnson : Early Read on OVERWEIGHT
2Q Results
Johnson & Johnson : What's in the OVERWEIGHT
Pipeline: Spotlight on Upcoming
Clinical Trial Presentations
JCI
Jones Apparel Group, Inc.
7-Sep-07
Current Year
EPS
EPS
EPS
from Focus List - Nothing Has
Changed Other Than Share Price
Javelin Pharmaceuticals : Waiting OVERWEIGHT -0.2200
for U.K. Approval for Dyloject
Javelin Pharmaceuticals : Dyloject OVERWEIGHT -0.2200
Phase III Orthopedic Study Initiated
- ALERT
Javelin Pharmaceuticals : Positive OVERWEIGHT -0.2200
Management Meetings, Catalysts on
Track
Johnson & Johnson
Weinstein
Rating
JNY
Jones Apparel Group : Positive
Meeting but Long Way to Go; Adj.
Ests
NEUTRAL
0.1700
Page 110 of 225
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Analyst
Headline
Jones Lang LaSalle Incorporated
3-Aug-07
25-Jul-07
19-Jul-07
11-Jul-07
Michael J.
Fox
Michael J.
Fox
Michael J.
Fox
Michael J.
Fox
Juniper Networks, Inc.
7-Sep-07
Ehud A.
Gelblum Ph
D
10-Aug-07 Ehud A.
Gelblum Ph
D
19-Jul-07 Ehud A.
Gelblum Ph
D
Kadant Inc.
26-Jul-07
26-Jul-07
KB Home
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
JLL
Jones Lang LaSalle Inc : 2Q07 10Q OVERWEIGHT
Review
Jones Lang LaSalle Inc : Another OVERWEIGHT
Excellent Quarter, Market Remains
Robust
Jones Lang LaSalle Inc : We ExpectOVERWEIGHT
Strong Second Quarter Results
Jones Lang LaSalle Inc : Adding to OVERWEIGHT
JPM Focus List, Raising Estimates
2.3200
Q2-07
1.2100
Q3-07
7.5500
FY07
USD
141.00
11-Jul-07
Jul-08
2.3200
Q2-07
1.2100
Q3-07
6.2200
FY07
USD
141.00
11-Jul-07
Jul-08
1.0300
Q2-07
1.2100
Q3-07
6.2200
FY07
USD
141.00
11-Jul-07
Jul-08
0.8000
Q2-07
1.2100
Q3-07
5.9300
FY07
USD
141.00
11-Jul-07
Jul-08
0.4400
Q2-08
0.3300
Q3-08
2.5800
FY07
USD
*
NA
NA
Juniper Networks : COO Meeting OVERWEIGHT 0.2000
Sheds a Little Light on Levers to Op
Margin Improvement; Reit OW
Juniper Networks : From the
OVERWEIGHT 0.2000
Footnotes - Q207 10-Q Review
Q2-07
0.2100
Q3-07
0.8300
FY07
USD
*
NA
NA
Q2-07
0.2100
Q3-07
0.8300
FY07
USD
*
NA
NA
Juniper Networks : Q207 Wrap:
High R&D Keeps EPS In-Line,
Despite Surging Rev; Reit OW as
Thesis Begins to Unfold
OVERWEIGHT 0.2000
Q2-07
0.2100
Q3-07
0.8100
FY07
USD
*
NA
NA
Kadant, Inc. : Pre-Call Note: Good OVERWEIGHT 0.4400
2Q; Guidance Maintained
Kadant, Inc. : Continued
OVERWEIGHT 0.4400
Opportunities for Growth
Q2-07
0.4000
Q3-07
1.6000
FY07
USD
*
NA
NA
Q2-07
0.4000
Q3-07
1.6000
FY07
USD
*
NA
NA
KB Home : Sizeable 3Q Charges
Show Further Deterioration In The
Market; Maintain Cautious Stance ALERT
KB Home : Post-Call Notes: Cash
Flow Generation Solid, But Charges
Should Continue; Lowering Ests.
Jos. A. Bank Clothiers, Inc.
14-Sep-07 Brian J.
Tunick
Rating
JOSB
JoS. A. Bank Clothiers Inc : Slowing
Growth Reflected in Valuation;
Raising Est.
NEUTRAL
JNPR
KAI
Claudia K.
Shank
Claudia K.
Shank
KBH
27-Sep-07 Michael
Rehaut
27-Sep-07 Michael
Rehaut
NEUTRAL
-1.0800
Q3-07
-0.7200
Q4-07
-3.7200
FY07
USD
*
NA
NA
NEUTRAL
-1.0800
Q3-07
-0.7200
Q4-07
-3.7200
FY07
USD
*
NA
NA
Page 111 of 225
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Date
Certifying
Analyst
Kellogg Company
Headline
Kellogg : Snippets from Meeting with NEUTRAL
Management
Kellogg : "Safe Haven" Status
NEUTRAL
Reinforced, But Keep Neutral
Kellogg : Why Our Concerns Are
NEUTRAL
Rising (2Q Out Tomorrow)
Kelly Services, Inc.
24-Jul-07
24-Jul-07
KEMET Corporation
Price Target Period
Begin Date End Date
0.7500
Q2-07
0.7100
Q3-07
2.7700
FY07
USD
*
NA
NA
0.7500
Q2-07
0.7100
Q3-07
2.7700
FY07
USD
*
NA
NA
0.6900
Q2-07
0.7400
Q3-07
2.7500
FY07
USD
*
NA
NA
Kelly Services : 2Q07 10Q Review UNDERWEIGHT0.4100
Q2-07
0.4300
Q3-07
1.6100
FY07
USD
*
NA
NA
Kelly Services : 2Q07 Glance:
UNDERWEIGHT0.3900
Above Consensus Results
Kelly Services : 2Q07: Above
UNDERWEIGHT0.4100
Consensus Results, But Reduced
Guidance
Q2-07
0.5200
Q3-07
1.6300
FY07
USD
*
NA
NA
Q2-07
0.5200
Q3-07
1.6300
FY07
USD
*
NA
NA
KEM
13-Aug-07 Thomas
Dinges
KEMET Corporation : It's a bit bigger NEUTRAL
than a tuck-in
0.1200
Q1-08
0.1300
Q2-08
0.5300
FY07
USD
*
NA
NA
Kennametal Inc. : August Base
Orders Improve 5% - In Line With
Guidance
Kennametal Inc. : Highlights from
NYC Investor Meeting
NEUTRAL
1.8000
Q4-08
NA
Q1-09
5.4500
FY07
USD
*
NA
NA
NEUTRAL
1.8000
Q4-08
NA
Q1-09
5.4500
FY07
USD
*
NA
NA
Kennametal Inc. : July Base Orders
Improve an In-Line 7%
NEUTRAL
1.8000
Q4-08
NA
Q1-09
5.4500
FY07
USD
*
NA
NA
Kennametal Inc. : Can Management
Hit Ambitious 2009 Goals?
Assuming Coverage with Neutral
NEUTRAL
1.8000
Q4-08
NA
Q1-09
5.4500
FY07
USD
*
NA
NA
Keryx Biopharmaceuticals :
OVERWEIGHT -0.4500
Attractive Zerenex Deal, But
Sulonex Still the Driver
Keryx Biopharmaceuticals : 2Q07 a OVERWEIGHT -0.4500
Non-Event; Sulonex Remains on
Track
Q2-07
-0.4800
Q3-07
-1.9300
FY07
USD
*
NA
NA
Q2-07
-0.4800
Q3-07
-1.9300
FY07
USD
*
NA
NA
KMT
17-Sep-07 Stephen
Volkmann
CFA
13-Sep-07 Stephen
Volkmann
CFA
14-Aug-07 Stephen
Volkmann
CFA
8-Aug-07 Stephen
Volkmann
CFA
Keryx Biopharmaceuticals
26-Sep-07 Geoffrey
Meacham
26-Jul-07
KELYA
Michael J.
Fox
Michael J.
Fox
Michael J.
Fox
Kennametal Inc.
Current Year
EPS
EPS
EPS
K
30-Aug-07 Pablo E.
Zuanic
26-Jul-07 Pablo E.
Zuanic
25-Jul-07 Pablo E.
Zuanic
8-Aug-07
Rating
Geoffrey
Meacham
KERX
Page 112 of 225
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Analyst
Headline
Rating
Kimberly-Clark : Top Line &
Buyback Should Offset Pulp for '07
Kimberly-Clark : KMB's Q2 Looks
Fine; Announces Share
Repurchases - ALERT
Kimberly-Clark : Reading The Print:
What To Look For In KMB's Q2
NEUTRAL
1.0400
Q2-07
1.0300
Q3-07
4.1900
FY07
USD
*
NA
NA
NEUTRAL
1.0200
Q2-07
1.0300
Q3-07
4.1900
FY07
USD
*
NA
NA
NEUTRAL
1.0200
Q2-07
1.0300
Q3-07
4.1900
FY07
USD
*
NA
NA
Kimco Realty Corporation : Model OVERWEIGHT 0.4600
Adjustment
Kimco Realty Corporation : Big 2Q OVERWEIGHT 0.4600
in terms of transactional earnings;
guidance moved toward our
estimate
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
0.8400
Q3-07
3.3100
FY07
USD
*
NA
NA
Q2-07
0.8000
Q3-07
3.1300
FY07
USD
*
NA
NA
Q2-07
0.8000
Q3-07
3.1300
FY07
USD
*
NA
NA
Kimberly-Clark Corporation
25-Jul-07
24-Jul-07
23-Jul-07
John
Faucher
John
Faucher
John
Faucher
Kimco Realty Corporation
28-Sep-07 Michael
Mueller
27-Jul-07 Michael
Mueller
Current Year
EPS
EPS
EPS
KIM
Kinetic Concepts, Inc.
KCI.N
Kinetic Concepts, Inc : Investor DayUNDERWEIGHT0.8100
Highlights Diversification Strategy
Kinetic Concepts, Inc : VAC
UNDERWEIGHT0.8100
Re-Accelerates; Raising Estimates
Kinetic Concepts, Inc : Early Read UNDERWEIGHT0.7300
on 2Q Results
King Pharmaceuticals, Inc.
1-Aug-07
KG
King Pharmaceuticals, Inc : Altace
Patent Ruled Invalid - ALERT
King Pharmaceuticals, Inc : In-Line
Quarter, Reiterate Neutral
Kinross Gold Corporation
Kirby Corporation
NEUTRAL
0.4800
Q2-07
0.4700
Q3-07
1.7400
FY07
USD
*
NA
NA
NEUTRAL
0.4900
Q2-07
0.4600
Q3-07
1.7600
FY07
USD
*
NA
NA
OVERWEIGHT 0.0800
Q2-07
0.0800
Q3-07
0.3200
FY07
USD
*
NA
NA
KGC
John Bridges Kinross Gold : Quick Q2'07:
Advances projects but stronger
currencies an issue - ALERT
25-Sep-07 Jonathan
Chappell
26-Jul-07 Jonathan
Chappell
Price Target Period
Begin Date End Date
KMB
Weinstein
23-Jul-07 Michael N.
Weinstein
20-Jul-07 Michael N.
Weinstein
11-Sep-07 Adam
Greene
7-Aug-07 Adam
Greene
KEX
Kirby Corp : Raising EPS Est. on
New Guidance; Reit. Neutral
Kirby Corp : 2Q EPS Beats Est. on
Cost Controls; Raising Est.
NEUTRAL
0.5600
Q2-07
0.5500
Q3-07
2.1000
FY07
USD
*
NA
NA
NEUTRAL
0.5600
Q2-07
0.5500
Q3-07
2.0500
FY07
USD
*
NA
NA
Page 113 of 225
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Date
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Analyst
Headline
KKR Financial Holdings LLC
26-Sep-07 George A.
Sacco
16-Aug-07 George A.
Sacco
Jay Deahna
18-Jul-07
Jay Deahna
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
KFN
KKR Financial : Establishing
Estimates Following Recent
Corporate Actions
KKR Financial : Corporate Debt
Business Remains Strong, Ample
Near-term Liquidity - ALERT
NEUTRAL
0.6700
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.6700
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
KLA-Tencor Corp : F4Q07 Results- OVERWEIGHT 1.0100
KLA Reports Solid Beat; Adj Est
KLA-Tencor Corp : JPM
OVERWEIGHT 0.8600
SemiconWest Presentation - Solid
Story, 45nm Yield Challenges Will
Drive Demand
Q4-08
1.0000
Q1-09
3.7200
FY07
USD
*
NA
NA
Q4-07
0.8700
Q1-08
3.0100
FY07
USD
*
NA
NA
KLA-Tencor Corporation
27-Jul-07
Rating
KLAC
Knight Capital Group Inc.
NITE
17-Sep-07 KENNETH
Knight Capital Group : Lowering
WORTHINGTON
EPS on Alternative Liquidity and
Weak OTC BB Volume
30-Aug-07 KENNETH
Knight Capital Group : Lowering
WORTHINGTON
Numbers on Weaker Deephaven
Performance
18-Jul-07 KENNETH
Knight Capital Group : Poor 2Q07
WORTHINGTON
EPS Growth Leaves Investors in
Dark
NEUTRAL
0.2400
Q2-07
0.0600
Q3-07
0.8800
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-07
0.2100
Q3-07
1.0300
FY07
USD
*
NA
NA
NEUTRAL
0.2900
Q2-07
0.2600
Q3-07
1.1800
FY07
USD
*
NA
NA
Knight Transportation
KNX
19-Sep-07 Thomas R.
Wadewitz
Knight Transportation, Inc. :
OVERWEIGHT 0.2100
Downside 3Q Pre-Report Driven by
Weak TL Market
Knight Transportation, Inc. :
OVERWEIGHT 0.2100
Upgrading to OW on Favorable
Reward to Risk; Low Price for a
Growth Story
Q2-07
0.2100
Q3-07
0.8400
FY07
USD
*
NA
NA
Q2-07
0.2300
Q3-07
0.8800
FY07
USD
*
NA
NA
30-Jul-07
Thomas R.
Wadewitz
Knightsbridge Tankers Ltd.
18-Sep-07 Jonathan B
Chappell
14-Aug-07 Jonathan B
Chappell
VLCCF
Oil Tanker Industry : Raising '08
Tanker EPS Est. on Higher Rates
Knightsbridge Tankers Ltd. :
Lowering 2H07 Est. after 2Q EPS,
Div'd Misses
NEUTRAL
0.4000
Q3-07
0.6100
Q4-07
2.0000
FY07
USD
*
NA
NA
NEUTRAL
0.4000
Q3-07
0.6100
Q4-07
2.0000
FY07
USD
*
NA
NA
Page 114 of 225
Publish
Date
Knoll, Inc.
Certifying
Analyst
Headline
Michael
Rehaut
2-Aug-07
Michael
Rehaut
19-Jul-07
Michael
Rehaut
Knoll Inc. : BIFMA July Order
OVERWEIGHT 0.3700
Growth of 9% Gives Confidence in
Our Mid-Single-Digit Growth
Estimate for 2007
Knoll Inc. : BIFMA June Order
OVERWEIGHT 0.3700
Growth of 13% Puts Mid-Single-Digit
Growth for 2007 Back on Track
Knoll Inc. : Post-Call Notes:
OVERWEIGHT 0.3700
Ex-CAD, Guidance Closer to Street;
Strong B/S Provides Accretive
Opportunities
Kohl's Corporation
Price Target Period
Begin Date End Date
Q2-07
0.3600
Q3-07
1.4500
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.4500
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.4500
FY07
USD
*
NA
NA
KSS
20-Sep-07 Charles
Grom
10-Sep-07 Charles
Grom
17-Aug-07 Charles
Grom
7-Aug-07 Charles
Grom
Kohl's Corporation : Buyback a
Positive, Accretion Scenarios,
Neutral
Kohl's Corporation : Vera Wang,
Update, Stay on Sidelines
Kohl's Corporation : Steady As She
Goes, Puts = Takes, Neutral
Kohl's Corporation : Simply Vera You Be The Judge
Komag, Incorporated
KOMG
7-Aug-07
Komag : The Last Waltz: Dismal
June Results Reported
NEUTRAL
0.8300
Q2-08
0.6800
Q3-08
3.8200
FY07
USD
*
NA
NA
NEUTRAL
0.8300
Q2-08
0.6800
Q3-08
3.8200
FY07
USD
*
NA
NA
NEUTRAL
0.8300
Q2-08
0.7400
Q3-08
3.8600
FY07
USD
*
NA
NA
NEUTRAL
0.8400
Q2-08
0.7400
Q3-08
3.8800
FY07
USD
*
NA
NA
NEUTRAL
-0.2600
Q2-07
-0.1100
Q3-07
0.6000
FY07
USD
*
NA
NA
0.5000
Q2-07
0.4300
Q3-07
1.8500
FY07
USD
40.00
2-Apr-07
Jun-08
0.5000
Q2-07
0.4300
Q3-07
1.8500
FY07
USD
40.00
2-Apr-07
Jun-08
0.4800
Q2-07
0.4300
Q3-07
1.8500
FY07
USD
40.00
2-Apr-07
Jun-08
0.4800
Q2-07
0.4300
Q3-07
1.8500
FY07
USD
40.00
2-Apr-07
Jun-08
0.4800
Q2-07
0.4300
Q3-07
1.8500
FY07
USD
40.00
2-Apr-07
Jun-08
John Ivankoe Krispy Kreme Doughnuts : On WeakUNDERWEIGHT-0.0800
Q2-08
0.0600
Q3-08
0.0900
FY07
USD
*
NA
NA
Mark
Moskowitz
Kraft Foods Inc.
Pablo E.
Zuanic
16-Aug-07 Pablo E.
Zuanic
1-Aug-07 Pablo E.
Zuanic
1-Aug-07 Pablo E.
Zuanic
5-Jul-07 Pablo E.
Zuanic
KFT
Kraft Foods : A Much Better Outing OVERWEIGHT
Than the One At CAGNY
Kraft Foods : Potential Impact from OVERWEIGHT
Sale of RTE Cereal
Kraft Foods : Quick Take on 2Q07 OVERWEIGHT
Results - ALERT
Kraft Foods : More Positives Than OVERWEIGHT
Negatives, Plus Attractive LT Upside
Kraft Foods : Margin Opportunity, OVERWEIGHT
Peltz, DA Deal, all Point to Upside
Krispy Kreme Doughnuts
7-Sep-07
Current Year
EPS
EPS
EPS
KNL
5-Sep-07
6-Sep-07
Rating
KKD
Page 115 of 225
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Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Fundamentals, Stock Still Expensive
Despite Recent Decline
K-V Pharmaceutical Company
26-Jul-07
Adam
Greene
L-1 Identity Solutions, Inc.
2-Aug-07
Paul Coster
KVa
KV Pharmaceutical Company :
OVERWEIGHT 0.1800
Generic Toprol-XL Shipping Today ALERT
26-Jul-07
Joseph B.
Nadol
Joseph B.
Nadol
Jay Deahna
John
Blackledge
8-Aug-07
John
Blackledge
FY07
USD
*
NA
NA
UNDERWEIGHT0.0600
Q2-07
0.0800
Q3-07
0.1500
FY07
USD
*
NA
NA
1.4900
Q2-07
1.4800
Q3-07
5.9000
FY07
USD
*
NA
NA
NEUTRAL
1.4500
Q2-07
1.4800
Q3-07
5.9000
FY07
USD
*
NA
NA
Lam Research : Partial C2Q ResultsOVERWEIGHT 1.1600
- Strong Cash Flow Fuels Surge in
Share Buybacks; Consensus Likely
To Rise
Q4-07
1.1700
Q1-08
4.5900
FY07
USD
*
NA
NA
LRCX
LAMR
Lamar Advertising Co. : 2Q07 First
Glance: Rev and EBITDA in Line,
EPS Miss Due to Higher Interest
Expense; Lower Than Expected
3Q07 Guidance - ALERT
Lamar Advertising Co. : In Line
2Q07 Rev and EBITDA, But
Decelerating Top Line in 2H07
Given Local Weakness; Est.
Reduced
NEUTRAL
0.2200
Q2-07
0.2000
Q3-07
0.5300
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
0.1400
Q3-07
0.3700
FY07
USD
*
NA
NA
LandAmerica Financial Group : CostUNDERWEIGHT0.4200
Cuts A Positive Step, but
Fundamentals Still Bad and Stock
Still Expensive; Cutting Ests
Q2-07
0.4700
Q3-07
1.3800
FY07
USD
*
NA
NA
LandAmerica Financial Group, Inc.
29-Aug-07 George A.
Sacco
1.0000
NEUTRAL
Lamar Advertising Company
8-Aug-07
Q2-07
LLL
L-3 Communications : In Line Q2;
Raising Estimates
L-3 Communications : First Look at
Q2 Earnings - ALERT
Lam Research Corporation
25-Jul-07
0.2200
ID
L-1 Identity Solutions : 2Q EPS
Misses On In-Line Revenue; Adj.
Ests
L-3 Communications Holdings, Inc.
27-Jul-07
Q1-07
LFG
Page 116 of 225
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Headline
Las Vegas Sands Corp.
24-Sep-07 Harry C.
Curtis
12-Sep-07 Harry C.
Curtis
4-Sep-07 Harry C.
Curtis
28-Aug-07 Harry C.
Curtis
28-Aug-07 Harry C.
Curtis
2-Jul-07
Harry C.
Curtis
Charles P.
Scholes
19-Jul-07
Charles P.
Scholes
Lattice Semiconductor
27-Jul-07
Christopher
Danely
0.4000
Q3-07
1.3500
FY07
USD
*
NA
NA
0.2300
Q2-07
0.4000
Q3-07
1.3500
FY07
USD
120.00
12-Sep-07
Jul-08
0.2300
Q2-07
0.4000
Q3-07
1.3500
FY07
USD
105.00
2-Jul-07
Jul-08
0.2300
Q2-07
0.4000
Q3-07
1.3500
FY07
USD
105.00
2-Jul-07
Jul-08
0.2300
Q2-07
0.4000
Q3-07
1.3500
FY07
USD
105.00
2-Jul-07
Jul-08
0.2600
Q2-07
0.6200
Q3-07
1.8500
FY07
USD
105.00
2-Jul-07
Jul-08
0.4800
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
0.4800
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Lattice Semiconductor : No Signs ofUNDERWEIGHT0.0200
Cost Cutting, Lowering Estimates,
Q2-07
0.0300
Q3-07
0.0800
FY07
USD
*
NA
NA
0.1100
Q4-08
NA
Q1-09
0.3100
FY07
USD
*
NA
NA
Leap Wireless International : Time OVERWEIGHT 0.0500
to step up. Adding LEAP to the US
Analyst Focus List
Leap Wireless International : Inline OVERWEIGHT 0.0500
2Q...Street torn if it is seasonality or
a weak consumer. Dead money for
now. Raising 3Q subs. Reiterate
OW.
Q2-07
-0.0200
Q3-07
-0.0500
FY07
USD
119.00
17-Aug-07
Aug-08
Q2-07
0.1400
Q3-07
0.0100
FY07
USD
*
NA
NA
LHO
LaSalle Hotel Properties : High
NEUTRAL
Single Digit 2H RevPAR Growth
Likely, But Renovation Execution
Risk Remains. Adj. Ests.
LaSalle Hotel Properties : 2Q Below NEUTRAL
Ests. Due To Renovation Disruption.
LSCC
LWSN
Lawson Software : Solid Q4;
Conservative Guidance
Leap Wireless International, Inc.
8-Aug-07
Thomas J.
Lee
Price Target Period
Begin Date End Date
Q2-07
27-Jul-07
17-Aug-07 Thomas J.
Lee
0.2300
Lawson Software, Inc.
Adam Holt
Current Year
EPS
EPS
EPS
LVS
Las Vegas Sands Corp. : Removing OVERWEIGHT
From AFL, but Reiterate Overweight
Las Vegas Sands Corp. : IncreasingOVERWEIGHT
Price Target to $120
Las Vegas Sands Corp. : Early
OVERWEIGHT
Signs Suggest Venetian Macao
Trading Better Than Expected Could Be Upside to 4Q Ests
Las Vegas Sands Corp. : Initial
OVERWEIGHT
Observations Encouraging - ALERT
Las Vegas Sands Corp. : Venetian OVERWEIGHT
Opening Extremely Strong - 60k+
Customers - ALERT
Las Vegas Sands Corp. : Adding to OVERWEIGHT
JPM Analyst Focus List
LaSalle Hotel Properties
20-Jul-07
Rating
NEUTRAL
LEAP
Page 117 of 225
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Analyst
8-Aug-07
Thomas J.
Lee
7-Aug-07
Thomas J.
Lee
3-Aug-07
Thomas J.
Lee
Lennar Corporation
25-Sep-07 Michael
Rehaut
25-Sep-07 Michael
Rehaut
Headline
Curtis
Woodworth
25-Jul-07
Curtis
Woodworth
20-Jul-07
Curtis
Woodworth
Jonathan
Chaplin
11-Jul-07
Jonathan
Chaplin
Price Target Period
Begin Date End Date
Q2-07
0.1400
Q3-07
0.0100
FY07
USD
*
NA
NA
Q2-07
0.1400
Q3-07
0.0100
FY07
USD
*
NA
NA
Q2-07
0.1400
Q3-07
0.0100
FY07
USD
*
NA
NA
LEN
Lennar : Sizeable Charges Only In
Part Due To Industry Catch Up;
Maintain Cautious Stance - ALERT
Lennar : Post-Call Notes: JVs and
Debt Covenants OK, But Sizeable
Charges Should Continue; Lowering
Ests.
NEUTRAL
-1.0100
Q3-07
-0.7400
Q4-07
-2.8600
FY07
USD
*
NA
NA
NEUTRAL
-3.2500
Q3-07
-1.2000
Q4-07
-5.5600
FY07
USD
*
NA
NA
Lennox International Inc : So Many OVERWEIGHT 0.8700
Ways to Win - Reiterate Focus List
Pick
Lennox International Inc : 2Q Clean OVERWEIGHT 0.8100
EPS of $0.87 is a Beat; As
Expected, FY07 Guidance Lowered
to $2.40-2.50; $500M Buyback Is
Positive - ALERT
Lennox International Inc : Adding to OVERWEIGHT 0.8800
Focus List with $44 Price Target Strong Platform / Significant Room
for Multiple Expansion
Q2-07
0.8700
Q3-07
2.4000
FY07
USD
*
NA
NA
Q2-07
0.8700
Q3-07
2.4000
FY07
USD
*
NA
NA
Q2-07
0.9000
Q3-07
2.5500
FY07
USD
*
NA
NA
Q2-07
-0.0900
Q3-07
-0.4200
FY07
USD
8.00
5-Jan-07
Jan-08
Q2-07
-0.0900
Q3-07
-0.4200
FY07
USD
8.00
5-Jan-07
Jan-08
LII
Level 3 Communications, Inc.
27-Jul-07
Current Year
EPS
EPS
EPS
Leap Wireless International : Inline OVERWEIGHT 0.0500
2Q...Street torn if it is seasonality or
a weak consumer. Dead money for
now. Raising 3Q subs. Reiterate
OW. - Corrected Note supersedes
Leap Wireless International : 2Q in OVERWEIGHT 0.0200
line with 126k net adds (our 125k)...
2H07 guidance above our
estimates. - ALERT
Leap Wireless International : Stock OVERWEIGHT 0.0200
off on Metro PCS 2Q results.
Limited read-thru. BUY on
weakness - ALERT
Lennox International Inc.
26-Jul-07
Rating
LVLT
Level 3 Communications, Inc. :
OVERWEIGHT -0.1300
Guidance Disappoints, but Thesis
Remains on Track
Level 3 Communications, Inc. :
OVERWEIGHT -0.1200
Announces Acquisition of Servecast
Page 118 of 225
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Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
- ALERT
Lexington Realty Trust
9-Aug-07
Anthony
Paolone
13-Jul-07
Anthony
Paolone
LXP
Lexington Realty Trust : Small
UNDERWEIGHT0.3400
apples-to-apples miss in 2Q; stock
buyback should help stock/earnings
Lexington Realty Trust : Model
UNDERWEIGHT NA
Adjustment
Lexmark International, Inc.
25-Jul-07
10-Jul-07
9-Jul-07
Lexmark International : A Tough
Road Ahead
Lexmark International : A Difficult
Margin Reset That May Not End For
Some Time; Lowering Estimates
Bill C. Shope Lexmark International :
CFA
Preannouncement Suggests Our
Fears of a Margin Collapse
Continue to Play Out - ALERT
Imran Khan
8-Aug-07
Imran Khan
LifePoint Hospitals, Inc.
23-Jul-07
Andreas
Dirnagl
LIN TV Corp.
Q3-07
-0.5200
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.6500
Q2-07
0.1100
Q3-07
2.0100
FY07
USD
*
NA
NA
NEUTRAL
0.8500
Q2-07
0.7900
Q3-07
3.4900
FY07
USD
*
NA
NA
NEUTRAL
0.8500
Q2-07
0.7900
Q3-07
3.4900
FY07
USD
*
NA
NA
Liberty Interactive : Investment
OVERWEIGHT 0.1600
Strategy on Track with BORBA
Interest
Liberty Interactive : Adjusting
OVERWEIGHT 0.1700
Estimates on 2Q Weakness
Liberty Interactive : Int'l Weakness OVERWEIGHT 0.1700
Continues in 2Q - ALERT
Q2-07
0.1400
Q3-07
0.7600
FY07
USD
*
NA
NA
Q2-07
0.1600
Q3-07
0.8200
FY07
USD
*
NA
NA
Q2-07
0.1600
Q3-07
0.8200
FY07
USD
*
NA
NA
LifePoint : 2Q07 EPS Significantly UNDERWEIGHT0.5800
Below Street, Guidance - ALERT
Q2-07
0.6600
Q3-07
2.6300
FY07
USD
*
NA
NA
LIN TV Corporation : Adjusting
Estimates Post 2Q07 Earnings
LIN TV Corporation : 2Q07 First
Glance: 2Q Results and 3Q
Guidance Both Slightly Below
Forecast - ALERT
UNDERWEIGHT0.0800
Q2-07
0.0100
Q3-07
0.1900
FY07
USD
*
NA
NA
UNDERWEIGHT0.1000
Q2-07
0.1000
Q3-07
0.3000
FY07
USD
*
NA
NA
Liberty Media Corporation (Interactive)
9-Aug-07
-0.1600
LXK
Bill C. Shope
CFA
Bill C. Shope
CFA
Q2-07
LINTA
LPNT
TVL
16-Aug-07 John
Blackledge
9-Aug-07 John
Blackledge
Lincoln Electric Holdings, Inc.
LECO
Page 119 of 225
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Analyst
Headline
10-Aug-07 Sabina
Chatterjee
Lincoln Electric Holdings : Model
Update
4-Sep-07
Q2-07
1.2000
Q3-07
4.6500
FY07
USD
*
NA
NA
NEUTRAL
-0.4500
Q1-08
-0.1200
Q2-08
-0.4200
FY07
USD
*
NA
NA
NEUTRAL
-0.4500
Q1-08
-0.1200
Q2-08
-0.4200
FY07
USD
*
NA
NA
NEUTRAL
0.5000
Q2-07
0.6400
Q3-07
1.7400
FY07
USD
*
NA
NA
NEUTRAL
1.8200
Q2-07
1.6800
Q3-07
7.0000
FY07
USD
*
NA
NA
NEUTRAL
1.8200
Q2-07
1.6200
Q3-07
6.9000
FY07
USD
*
NA
NA
NEUTRAL
1.5600
Q2-07
1.5700
Q3-07
6.5000
FY07
USD
*
NA
NA
NEUTRAL
0.2800
Q2-07
0.3000
Q3-07
1.1400
FY07
USD
*
NA
NA
UNDERWEIGHT-0.3200
Q2-07
-0.1600
Q3-07
-1.0500
FY07
USD
*
NA
NA
LoJack Corporation
UNDERWEIGHT-0.2600
Q2-07
-0.1600
Q3-07
-1.0000
FY07
USD
*
NA
NA
Lowe's Companies, Inc. : Adj. Ests. OVERWEIGHT 0.6700
Post Analyst Day; Overweight
Lowe's Companies, Inc. : Upgrade OVERWEIGHT 0.6700
to Overweight from Neutral;
Risk/Return
Lowe's Companies, Inc. : LOW (N)
NEUTRAL 0.6700
Q2-08
0.4700
Q3-08
2.0500
FY07
USD
*
NA
NA
Q2-08
0.4700
Q3-08
2.0500
FY07
USD
*
NA
NA
Q2-08
0.4500
Q3-08
1.9500
FY07
USD
*
NA
NA
LOJN
LoJack Corp : 2Q07 Preview:
Sidelined
Louisiana-Pacific Corporation
Claudia K.
Shank
Lowe's Companies, Inc.
26-Sep-07 Stephen
Chick
22-Aug-07 Stephen
Chick
21-Aug-07 Stephen
LMT
Lockheed Martin : Notes from
Owego Visit
Lockheed Martin : Impressive Q2,
Raising Estimates
Lockheed Martin : First Look at Q2
Earnings - ALERT
Paul Coster
25-Jul-07
LGF
Lithia Motors Inc : Analyst Mtg: L2
Might Be CarMax V.2...Someday
Lockheed Martin Corporation
Claudia K.
Shank
Price Target Period
Begin Date End Date
LAD
Edward
Yruma
25-Jul-07
1.2700
Lions Gate Entertainment Corp : Adj
Ests After F1Q08 Report
Lions Gate Entertainment Corp :
F1Q08 React: Losses Worse Than
Expected - ALERT
10-Aug-07 Joseph B.
Nadol
25-Jul-07 Joseph B.
Nadol
24-Jul-07 Joseph B.
Nadol
31-Jul-07
Current Year
EPS
EPS
EPS
NEUTRAL
Lions Gate Entertainment Corp. (USA)
14-Aug-07 Barton
Crockett
10-Aug-07 Barton
Crockett
Lithia Motors, Inc.
Rating
LPX
Louisiana-Pacific Corp : Pre-Call
Note: 2Q Results Beat Street
Despite Tough Market - ALERT
Louisiana-Pacific Corp : Exiting
Decking Makes Strategic Sense;
Raising Ests.
LOW
Page 120 of 225
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Certifying
Analyst
Chick
17-Jul-07
Inexpensive Too; HD > LOW; Q2
Review
Lowe's Companies, Inc. : Adj Ests;
Neutral
Stephen
Chick
LSI Corporation
26-Jul-07
Shawn
Webster
Shawn
Webster
20-Aug-07 Andrew
Wessel
Andrew
Wessel
6-Aug-07
Andrew
Wessel
24-Jul-07
Andrew
Wessel
18-Jul-07
17-Jul-07
Price Target Period
Begin Date End Date
Q2-08
0.4700
Q3-08
2.0200
FY07
USD
*
NA
NA
LSI Logic Corporation : Handset UNDERWEIGHT-0.0500
Sale Slightly Dilutive, But Share
Buyback Offsets
LSI Logic Corporation : Analyst DayUNDERWEIGHT-0.0500
Recap ... No News On Mobility
LSI Logic Corporation : Raising
UNDERWEIGHT-0.0500
Estimates On Cost Reduction, Still
Concerned On Execution and
Revenue Risk
Q2-07
0.0100
Q3-07
0.0900
FY07
USD
*
NA
NA
Q2-07
0.0100
Q3-07
0.0900
FY07
USD
*
NA
NA
Q2-07
-0.0100
Q3-07
0.0700
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.2500
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.2500
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.2800
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.3000
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.3000
FY07
USD
*
NA
NA
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
Q2-07
1.1500
Q3-07
3.4000
FY07
USD
*
NA
NA
Q2-07
1.1500
Q3-07
3.4000
FY07
USD
*
NA
NA
Q2-07
1.1500
Q3-07
3.4000
FY07
USD
*
NA
NA
LUM
Luminent Mortgage Capital : Loan UNDERWEIGHT0.3000
Sales a Small Positive,
Overwhelmed By Lingering
Questions - Reiterate Underweight
Luminent Mortgage Capital : Deal UNDERWEIGHT0.3000
Equates to a Secured Option on
Remaining Equity - Reiterate UW
Rating - ALERT
Luminent Mortgage Capital :
UNDERWEIGHT0.3000
Suspending Dividend, Exploring
Alternatives to Sustain Liquidity Reiterate UW Rating
NEUTRAL 0.3300
Downgrading to Underweight on
Pure-Play Exposure to Residential
Mortgage Market
NEUTRAL 0.3100
Preannounced $0.33 EPS Beats
Estimate by $0.01
Lyondell Chemical Company
27-Jul-07
NEUTRAL
Current Year
EPS
EPS
EPS
0.5900
Luminent Mortgage Capital, Inc.
11-Sep-07 Andrew
Wessel
7-Aug-07
Rating
LSI
21-Aug-07 Shawn
Webster
1-Aug-07
Headline
LYO
Lyondell Chemical Company :
OVERWEIGHT 1.0800
Basell Bid Remains on Track
Lyondell Chemical Company : More OVERWEIGHT 1.3300
Bidders?
Lyondell Chemical Company : LYO OVERWEIGHT 1.3300
Agrees to $48 per share Bid By
Page 121 of 225
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Date
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Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Basell - ALERT
M.D.C. Holdings, Inc.
27-Jul-07
Michael
Rehaut
MDC
MDC Holdings : Post-Call Notes;
Lowering Estimates, but Maintain
Relative OW Rating
OVERWEIGHT -2.3200
Q2-07
0.0500
Q3-07
-2.3000
FY07
USD
*
NA
NA
Macrovision : Share Repurchase a OVERWEIGHT 0.1900
Positive Sign
Macrovision : One of Two Slipped OVERWEIGHT 0.1900
Opportunities Now Done - ALERT
Macrovision : Management's First OVERWEIGHT 0.2700
Execution Miss-Step; Lowering Est.
Q2-07
0.2900
Q3-07
1.3200
FY07
USD
*
NA
NA
Q2-07
0.3300
Q3-07
1.3600
FY07
USD
*
NA
NA
Q2-07
0.3100
Q3-07
1.3900
FY07
USD
*
NA
NA
Macy's Inc. : 2Q First Take, Not That NEUTRAL
Bad (But Not That Good)
Macy's Inc. : Reading The Print NEUTRAL
What To Look For In 2Q07 EPS
Macy's Inc. : Value or Value Trap?
NEUTRAL
Lowering Est's, JCP > M
0.2500
Q2-08
0.1500
Q3-08
2.3000
FY07
USD
*
NA
NA
0.2500
Q2-08
0.1500
Q3-08
2.3000
FY07
USD
*
NA
NA
0.4000
Q2-08
0.2100
Q3-08
2.5300
FY07
USD
*
NA
NA
NEUTRAL
2.5600
Q2-07
1.3800
Q3-07
7.0000
FY07
USD
*
NA
NA
NEUTRAL
1.9900
Q2-07
1.3800
Q3-07
7.0000
FY07
USD
*
NA
NA
Manhattan Associates, Inc : Solid
NEUTRAL
Q2 Underscores Execution
Improvements; Upgrading to Neutral
0.3600
Q2-07
0.3200
Q3-07
1.2700
FY07
USD
*
NA
NA
Macrovision Corporation
Auty II
Auty II
13-Jul-07 P. Sterling
Auty II
Macy's, Inc.
MVSN
M
15-Aug-07 Charles
Grom
14-Aug-07 Charles
Grom
17-Jul-07 Charles
Grom
Magna International Inc. (USA)
10-Aug-07 Himanshu
Patel
9-Aug-07 Himanshu
Patel
Manhattan Associates, Inc.
25-Jul-07
Adam Holt
Manitowoc Company, Inc.
1-Aug-07
31-Jul-07
Stephen
Volkmann
CFA
Stephen
Volkmann
CFA
MGA
Magna International, Inc. : Margin
Recovery On-track; Raise EPS
Magna International, Inc. : 2Q Beat
on Stronger Revenues, NA Margins
- ALERT
MANH
MTW
Manitowoc Co. : Raising Estimates
on 2Q Beat, Backlog
NEUTRAL
1.5200
Q2-07
1.1500
Q3-07
4.5000
FY07
USD
*
NA
NA
Manitowoc Co. : FY07 Guidance
Raised Again on 2Q Beat - ALERT
NEUTRAL
1.5200
Q2-07
1.1500
Q3-07
4.5000
FY07
USD
*
NA
NA
Page 122 of 225
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Date
Certifying
Analyst
MannKind Corporation
10-Aug-07 Geoffrey
Meacham
3-Aug-07
Geoffrey
Meacham
3-Aug-07
Geoffrey
Meacham
Manor Care, Inc.
2-Jul-07
1-Aug-07
30-Jul-07
19-Jul-07
19-Jul-07
31-Jul-07
10-Jul-07
Price Target Period
Begin Date End Date
MNKD
Q2-07
-1.1000
Q3-07
-4.1000
FY07
USD
*
NA
NA
Q2-07
-0.9600
Q3-07
-4.0000
FY07
USD
*
NA
NA
Q2-07
-0.9600
Q3-07
-4.0000
FY07
USD
*
NA
NA
Manor Care, Inc : HCR Going
Private - ALERT
Q2-07
0.7000
Q3-07
2.7500
FY07
USD
*
NA
NA
OVERWEIGHT 0.6900
MAN
Michael J.
Fox
Michael J.
Fox
Michael J.
Fox
Michael J.
Fox
KATHERINE
LUCAS
KATHERINE
LUCAS
KATHERINE
LUCAS
MarineMax, Inc.
Current Year
EPS
EPS
EPS
MannKind Corporation : 2Q
OVERWEIGHT -0.9800
Earnings In Line; $350M Shelf Not a
Surprise
MannKind Corporation : Financing OVERWEIGHT -1.0300
Likely By YE07, But LT View
Unchanged; Adj Ests.
MNKD Client Model : As of 8-3-07 OVERWEIGHT -1.0300
Manpower Inc : 2Q07 10Q Review
NEUTRAL
1.2000
Q2-07
1.4200
Q3-07
4.9400
FY07
USD
*
NA
NA
Manpower Inc : Amendment to
French Payroll Taxes, Lowering
EPS Estimates
Manpower Inc : 2Q07 Glance:
Above Consensus Results
Manpower Inc : 2Q07: Solid Quarter
and Outlook
NEUTRAL
1.2000
Q2-07
1.4200
Q3-07
4.9400
FY07
USD
*
NA
NA
NEUTRAL
1.1500
Q2-07
1.2800
Q3-07
4.5000
FY07
USD
*
NA
NA
NEUTRAL
1.1500
Q2-07
1.2800
Q3-07
4.5000
FY07
USD
*
NA
NA
Marathon Oil : Western Oil Sands OVERWEIGHT 2.2500
acquisition upstages 2Q results
Marathon Oil : Western Oil Sands OVERWEIGHT 2.1300
acquisition and $2 billion in new
buybacks overshadow 2Q07
earnings beat - ALERT
Marathon Oil : 2Q07 interim adjusts OVERWEIGHT 1.5450
downstream benchmarks,
moderates upstream expectations ALERT
Q2-07
1.7000
Q3-07
6.2600
FY07
USD
*
NA
NA
Q2-07
1.7000
Q3-07
6.2600
FY07
USD
*
NA
NA
Q2-07
1.6750
Q3-07
5.6300
FY07
USD
*
NA
NA
MarineMax, Inc : Better Gross
Margin Trends Drive F3Q Upside,
Despite Much Lower SSS - ALERT
MarineMax, Inc : F3Q: Better Than
Marathon Oil Corporation
1-Aug-07
Rating
HCR
Andreas
Dirnagl
Manpower Inc.
Headline
MRO
HZO
26-Jul-07
Steven Rees
26-Jul-07
Steven Rees
NEUTRAL
0.3300
Q3-07
0.2200
Q4-07
0.4500
FY07
USD
*
NA
NA
NEUTRAL
0.5000
Q3-07
0.1900
Q4-07
0.6000
FY07
USD
*
NA
NA
Page 123 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Expected Gross Margin Offset By
Much Lower SSS; Envir. Remains
Difficult, Adj Ests.
Mariner Energy, Inc.
14-Aug-07 Joseph D.
Allman
17-Jul-07
Joseph D.
Allman
ME
Mariner Energy, Inc. : Production
Guidance Reaffirmed; One More
Deepwater Well In 2007?
Mariner Energy, Inc. : Red Lion A
Success; Magellan Circles Back Mild Negative - ALERT
Marriott International, Inc.
13-Jul-07
Harry C.
Curtis
12-Jul-07
Harry C.
Curtis
8-Aug-07
Matthew
Heimermann
3-Aug-07
Matthew
Heimermann
Mike Betts
19-Jul-07
Mike Betts
Q3-07
1.6600
FY07
USD
*
NA
NA
OVERWEIGHT
Q2-07
NA
Q3-07
1.5300
FY07
USD
*
NA
NA
Q2-07
0.4000
Q3-07
1.9800
FY07
USD
*
NA
NA
Q2-07
0.4000
Q3-07
1.9800
FY07
USD
*
NA
NA
Q2-07
0.3000
Q3-07
1.4300
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.5800
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.5800
FY07
USD
*
NA
NA
NA
Q2-07
NA
Q3-07
6.4300
FY07
USD
172.00
19-Jul-07
Jun-08
NA
Q2-07
NA
Q3-07
6.8500
FY07
USD
172.00
19-Jul-07
Jun-08
0.3400
Q2-07
0.2900
Q3-07
1.4800
FY07
USD
*
NA
NA
NA
MMC
Marsh & McLennan Cos., Inc. :
OVERWEIGHT 0.2900
Marsh CEO Departure Has Plusses
and Minuses
Marsh & McLennan Cos., Inc. : 2Q: OVERWEIGHT 0.2900
It Was the Worst of Times, Best of
Times Ahead
Marsh & McLennan Cos., Inc. :
OVERWEIGHT 0.3400
Putnam Close Likely Only The First
Catalyst
MLM.N
Martin Marietta Materials : Slightly OVERWEIGHT
increases full-year guidance ALERT
Martin Marietta Materials : ReducingOVERWEIGHT
EPS estimates by 2-5%; lowering
price target from $175 to $172;
retaining Overweight rating
Marvel Entertainment, Inc.
21-Aug-07 Barton
Crockett
NA
MAR
Martin Marietta Materials, Inc.
7-Aug-07
Q2-07
Marriott International : Buy On
OVERWEIGHT 0.5700
Pullback. Global RevPAR Growth Of
8%.
Marriott International : First
OVERWEIGHT 0.5500
Impressions - 2H RevPAR
Acceleration
Marsh & McLennan Companies, Inc.
17-Sep-07 Matthew
Heimermann
OVERWEIGHT 0.3800
MVL
Marvel Entertainment, Inc. :
Updating Model for 10-Q, Adj Ests
NEUTRAL
Page 124 of 225
Publish
Date
Certifying
Analyst
8-Aug-07
Barton
Crockett
Barton
Crockett
7-Aug-07
6-Aug-07
Barton
Crockett
Headline
Rating
Marvel Entertainment, Inc. : 2Q07
Wrap, Adjusting Estimates
React: Qtr Missed, Yr Guidance
Maintained - ALERT
Preview: Potential Spiderman Toy
Issue
NEUTRAL
0.3400
Q2-07
0.4000
Q3-07
1.6400
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-07
0.4000
Q3-07
1.6400
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-07
0.4000
Q3-07
1.6400
FY07
USD
*
NA
NA
NEUTRAL
0.0600
Q2-08
0.1000
Q3-08
0.3500
FY07
USD
*
NA
NA
Masco Corp. : Notes From The
OVERWEIGHT 0.5500
Road; Maintain OW Rating
Masco Corp. : 2Q Beat Solid, Led byOVERWEIGHT 0.4700
Margins; Impressively, Low End of
FY07 Guidance Raised; Reit. OW ALERT
Masco Corp. : 2Q Beats Solidly;
OVERWEIGHT 0.5500
Impressively, Low End of FY07
Guidance Raised; Raising FY07E,
Reit. OW Rating
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
0.4100
Q3-07
1.6300
FY07
USD
*
NA
NA
Q2-07
0.4600
Q3-07
1.7200
FY07
USD
*
NA
NA
UNDERWEIGHT0.3800
Q2-07
0.4000
Q3-07
1.5900
FY07
USD
*
NA
NA
MasterCard : Takes a Breather, OWOVERWEIGHT 1.4300
Thesis Intact; Raising Est
MasterCard : 2Q07 First Look:
OVERWEIGHT 1.3300
Modest EPS Beat on Solid Revenue
- ALERT
MasterCard : 2Q Preview: Modest OVERWEIGHT 1.3300
Upside Likely , Focus on Key
Metrics
Q2-07
1.5000
Q3-07
4.7500
FY07
USD
*
NA
NA
Q2-07
1.5000
Q3-07
4.7500
FY07
USD
*
NA
NA
Q2-07
1.5000
Q3-07
4.7500
FY07
USD
*
NA
NA
Mattel, Inc. : First Glance: In-Line
Q2-07
NA
Q3-07
1.6600
FY07
USD
*
NA
NA
Marvell Technology Group Ltd.
24-Aug-07 Shawn
Webster
Masco Corporation
26-Sep-07 Michael
Rehaut
31-Jul-07 Michael
Rehaut
31-Jul-07
Michael
Rehaut
1-Aug-07
30-Jul-07
Tien-Tsin
Huang
Mattel, Inc.
16-Jul-07
MEE
John Bridges Massey Energy : Massey gets a
Fourth of July Rocket - ALERT
Tien-Tsin
Huang
Tien-Tsin
Huang
Price Target Period
Begin Date End Date
MAS
MasterCard Incorporated
2-Aug-07
MRVL
Marvell Technology Group : XScale
Dilution A Little Worse Than
Expected, Trimming EPS, Staying
Neutral
Massey Energy Company
3-Jul-07
Current Year
EPS
EPS
EPS
MA
MAT
Dean
NEUTRAL
NA
Page 125 of 225
Publish
Date
Certifying
Analyst
16-Jul-07
Gianoukos
Dean
Gianoukos
Headline
Rating
Quarter, Outlook Unchanged
Mattel, Inc. : Solid Quarter, Outlook
Unchanged
NEUTRAL
Mattson Technology, Inc.
26-Sep-07 Jay Deahna
25-Sep-07 Jay Deahna
26-Jul-07
Jay Deahna
Christopher
Danely
Maxygen, Inc.
NA
Price Target Period
Begin Date End Date
Q2-07
NA
Q3-07
1.6600
FY07
USD
*
NA
NA
Q2-07
0.0700
Q3-07
0.5000
FY07
USD
14.00
10-Jan-07
Feb-08
Q2-07
0.0700
Q3-07
0.5000
FY07
USD
14.00
10-Jan-07
Feb-08
Q2-07
0.2100
Q3-07
0.7200
FY07
USD
14.00
10-Jan-07
Feb-08
Q4-07
0.2900
Q1-08
1.1600
FY07
USD
*
NA
NA
MTSN
Mattson Technology : Defending
OVERWEIGHT 0.2200
Mattson...Again; Adj Ests.
Mattson Technology : New Product OVERWEIGHT 0.2200
Ramp Continues; Growth Story
In-Tact; Buy on Weakness
Mattson Technology : DRAMmit!
OVERWEIGHT 0.2200
DRAM Push Outs Hurt Near Term
New Product Ramp and GM
Expansion, Adj. Est's.
Maxim Integrated Products Inc.
3-Aug-07
Current Year
EPS
EPS
EPS
MXIM
Maxim Integrated Products : Solid
2Q Results and Improving Gross
Margins; Reiterate Overweight
OVERWEIGHT 0.2900
MAXY
Zekauskas
Maxygen, Inc : Roche Suspends
MAXY-alpha Phase I Clinical Trial ALERT
Maxygen, Inc : MAXY Continues
Clinical Progress
NEUTRAL
-0.4300
Q2-07
-0.4700
Q3-07
-1.6500
FY07
USD
*
NA
NA
NEUTRAL
-0.4300
Q2-07
-0.4700
Q3-07
-1.6500
FY07
USD
*
NA
NA
MBIA Inc. : Valuation Becoming
Attractive, But More Headline Risk
Ahead; Adjusting Ests - Reiterate
Neutral
NEUTRAL
1.5700
Q2-07
1.5400
Q3-07
6.1000
FY07
USD
*
NA
NA
McAfee : Enterprise Biz Strong Like
Peers, Raising Est.
McAfee : Why the June Quarter
Needs to be Strong - ALERT
NEUTRAL
0.4100
Q2-07
0.3900
Q3-07
1.6200
FY07
USD
*
NA
NA
NEUTRAL
0.4100
Q2-07
0.3900
Q3-07
1.6200
FY07
USD
*
NA
NA
12-Sep-07 John Ivankoe McDonald's : Third Positive Note Of OVERWEIGHT 0.7100
the Week; Increased Cash Return to
Q2-07
0.7700
Q3-07
2.7700
FY07
USD
*
NA
NA
3-Aug-07
MBIA Inc.
30-Jul-07
Jeffrey J.
Zekauskas
MBI.N
Andrew
Wessel
McAfee, Inc.
27-Jul-07
26-Jul-07
MFE
P. Sterling
Auty II
P. Sterling
Auty II
McDonald's Corporation
MCD
Page 126 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Shareholders Supports OW Thesis
11-Sep-07 John Ivankoe McDonald's : Strong SSS Continue OVERWEIGHT 0.7100
at Our Top OW Pick
8-Aug-07 John Ivankoe McDonald's : Solid SSS Continue OVERWEIGHT 0.7100
For Our Top OW Pick
McKesson Corporation
27-Jul-07
Lisa Gill
16-Jul-07
Lisa Gill
Brian L.
Kuzma
6-Aug-07
Brian L.
Kuzma
3-Aug-07
Brian L.
Kuzma
19-Jul-07
Brian L.
Kuzma
12-Jul-07
Brian L.
Kuzma
3-Jul-07
Brian L.
Kuzma
Glenn B.
Mullin
MeadWestvaco Corp.
Q2-07
0.7600
Q3-07
2.7600
FY07
USD
*
NA
NA
Q2-07
0.7600
Q3-07
2.7600
FY07
USD
*
NA
NA
Q1-08
0.7200
Q2-08
3.2300
FY07
USD
*
NA
NA
Q1-08
0.7200
Q2-08
3.2300
FY07
USD
*
NA
NA
Q2-07
-0.3500
Q3-07
-1.2800
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
-2.2700
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
-2.2700
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
-2.2700
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
-2.2700
FY07
USD
*
NA
NA
Q2-07
-0.2400
Q3-07
-1.1500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.7000
FY07
USD
*
NA
NA
MMR
McMoRan Exploration Company : OVERWEIGHT -0.1900
Updating Model For Closed NFX
Property Acquisition
McMoRan Exploration Company : OVERWEIGHT -0.1900
Upgrading to Overweight on Lower
Risk Profile After Recent
Discoveries
McMoRan Exploration Company :
NEUTRAL -0.1900
Flatrock Encounters Deeper Pay Positive For Stock - ALERT
NEUTRAL
NA
Production Drop Hurts 2Q Numbers;
Nothing New Concerning Ongoing
Exploration Wells - Net Negative ALERT
NEUTRAL
NA
Flatrock Discovery Grows In Size Positive For Stock - ALERT
NEUTRAL -0.3600
Early Indications Point To 2 New
Discoveries - Positive Alert - ALERT
MDU Resources Group, Inc.
25-Jul-07
Price Target Period
Begin Date End Date
MCK
McKesson Corporation : Tech DivesOVERWEIGHT 0.7200
1Q Results; Maintaining Full Year
Est.
McKesson Corporation : McKesson OVERWEIGHT 0.6700
to acquire Awarix; Enhances IT
offering - ALERT
McMoRan Exploration Co.
4-Sep-07
MDU
MDU Resources Group Inc :
Business Mix Helps Offset
Residential Pullback
NEUTRAL
0.4500
MWV
Page 127 of 225
Publish
Date
Certifying
Analyst
6-Aug-07
Claudia K.
Shank
2-Aug-07
Claudia K.
Shank
Claudia K.
Shank
1-Aug-07
Mechel OAO (ADR)
11-Jul-07
Rating
Current Year
EPS
EPS
EPS
MeadWestvaco : Sells 323k Acres OVERWEIGHT 0.2300
of Timberland at Good Value; 63k
Acres Still to Come - ALERT
MeadWestvaco : 2Q In Line DespiteOVERWEIGHT 0.2300
Weak Consumer; Raising '08 Est
MeadWestvaco : Pre-Call Note - A OVERWEIGHT 0.2500
Good Quality 2Q - ALERT
Price Target Period
Begin Date End Date
Q2-07
0.4200
Q3-07
1.0800
FY07
USD
*
NA
NA
Q2-07
0.4200
Q3-07
1.0800
FY07
USD
*
NA
NA
Q2-07
0.4400
Q3-07
1.1000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
7.1500
FY07
USD
*
NA
NA
Q2-07
-0.3100
Q3-07
-1.2000
FY07
USD
*
NA
NA
Q3-07
0.3100
Q4-07
1.2000
FY07
USD
*
NA
NA
Q3-07
0.2900
Q4-07
1.1600
FY07
USD
*
NA
NA
0.8600
Q2-07
0.8200
Q3-07
3.5500
FY07
USD
*
NA
NA
0.8600
Q2-07
0.8200
Q3-07
3.5500
FY07
USD
80.00
21-Feb-07
Feb-08
0.7900
Q2-07
0.7600
Q3-07
3.4500
FY07
USD
80.00
21-Feb-07
Feb-08
0.8600
Q2-07
0.8200
Q3-07
3.5500
FY07
USD
80.00
21-Feb-07
Feb-08
0.7900
Q2-07
0.7600
Q3-07
3.4500
FY07
USD
80.00
21-Feb-07
Feb-08
MTL
Rodolfo
Angele
Medarex, Inc.
1-Aug-07
Headline
Mechel : 1Q07 Results - EBITDA
higher on strong prices - Neutral ALERT
NEUTRAL
NA
MEDX
Geoffrey
Meacham
Medarex : 2Q07 Uneventful: Focus OVERWEIGHT -0.3000
Remains 010 Data in 2H; Adj Ests
MedCath Corporation
AEM.N
2-Aug-07
MedCath Corp. : MDTH: FY3Q Solid
UNDERWEIGHT0.3400
Quarter Driven by Cost Containment
- ALERT
Canadian Watch List "Events on theUNDERWEIGHT0.3300
horizon" 27-Jul-2007 Pasquali
Andreas
Dirnagl
27-Jul-07
Medco Health Solutions Inc.
21-Sep-07 Lisa Gill
28-Aug-07 Lisa Gill
27-Jul-07
Lisa Gill
27-Jul-07
Lisa Gill
19-Jul-07
Lisa Gill
MHS
Medco Health Solutions, Inc. :
OVERWEIGHT
Removing from Focus List as Stock
Reaches Our Target Price; Reiterate
OW on Strong Fundamentals
Medco Health Solutions, Inc. : MHS OVERWEIGHT
to Acquire PLMD; Good Strategic
Deal
Medco Health Solutions, Inc. :
OVERWEIGHT
Sizeable EPS Beat; Guidance
Increased; Stock Should Trade Up
Medco Health Solutions, Inc. : 2Q OVERWEIGHT
Follow-up: Adj. Estimates Upward
and Reit. OW
Medco Health Solutions, Inc. : State OVERWEIGHT
of NY Award an Incremental
Positive for MHS
Page 128 of 225
Publish
Date
Certifying
Analyst
Headline
Medical Properties Trust, Inc.
9-Aug-07
Michael
Mueller
Adam
Greene
17-Jul-07
Adam
Greene
Medtronic, Inc.
7-Sep-07
3-Aug-07
2-Jul-07
Price Target Period
Begin Date End Date
NEUTRAL
0.2000
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Medicis Pharmaceutical Corp. :
OVERWEIGHT 0.2800
Restylane Franchise Holding Its
Own
Medicis Pharmaceutical Corp. :
OVERWEIGHT 0.3100
Upbeat Meetings With Management
Q2-07
0.3800
Q3-07
1.3700
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.3700
FY07
USD
*
NA
NA
Medtronic : Insights from the 10Q: OVERWEIGHT 0.6200
Core Margins Expanding
Medtronic : Pieces Falling Into
OVERWEIGHT 0.6100
Place; Reiterate Overweight
Medtronic : E-IV Hits Endpoint; TimeOVERWEIGHT 0.6100
to Buy the Stock
Q1-08
0.6400
Q2-08
2.6900
FY07
USD
*
NA
NA
Q1-08
0.6300
Q2-08
2.6800
FY07
USD
*
NA
NA
Q1-08
0.6300
Q2-08
2.6800
FY07
USD
*
NA
NA
0.0400
Q2-07
0.0100
Q3-07
0.0600
FY07
USD
*
NA
NA
0.0400
Q2-07
0.0100
Q3-07
0.0600
FY07
USD
*
NA
NA
0.0500
Q2-07
0.0500
Q3-07
0.1600
FY07
USD
*
NA
NA
0.1700
Q2-07
0.2000
Q3-07
0.7500
FY07
USD
*
NA
NA
MRX
MDT
Michael N.
Weinstein
Michael N.
Weinstein
Michael N.
Weinstein
Melco PBL Entertainment (Macau) Limited
17-Aug-07 Harry C.
Curtis
30-Jul-07
Harry C.
Curtis
27-Jul-07
Harry C.
Curtis
Shawn
Webster
MPEL
Melco PBL Entertainment : Q2 First NEUTRAL
Impressions - Operating Results
Inline, But Consensus Still Too High.
Buyback Should Drive Positive S/T
Performance - ALERT
Melco PBL Entertainment : Major
NEUTRAL
Shareholders to Purchase $250mm
of Stock: Should Provide Floor Over
Medium Term - ALERT
Melco PBL Entertainment :
NEUTRAL
Reducing Estimates, Remain
Neutral Until Estimates More
Realistic
Mellanox Technologies, Ltd.
26-Jul-07
Current Year
EPS
EPS
EPS
MPW.N
Medical Properties Trust : 2Q in-line
ex. items; acquisitions on track,
could see lease termination at
Monroe
Medicis Pharmaceutical Corporation
8-Aug-07
Rating
MLNX
Mellanox Technologies, Ltd. :
Infiniband Gaining Traction, Raising
Estimates On Higher Gross Margins
MEMC Electronic Materials, Inc.
NEUTRAL
WFR
Page 129 of 225
Publish
Date
Certifying
Analyst
4-Sep-07
Christopher
Blansett
26-Jul-07
Christopher
Blansett
Headline
Q3-07
3.3100
FY07
USD
75.00
23-May-07
May-08
Q2-07
0.8700
Q3-07
3.2500
FY07
USD
75.00
23-May-07
May-08
0.2100
Q3-08
1.0100
FY07
USD
*
NA
NA
NEUTRAL
0.7200
Q2-07
0.7500
Q3-07
3.0600
FY07
USD
*
NA
NA
NEUTRAL
1.2600
Q4-08
NA
Q1-09
3.5500
FY07
USD
*
NA
NA
NEUTRAL
1.2500
Q4-08
NA
Q1-09
3.5300
FY07
USD
*
NA
NA
NEUTRAL
1.2500
Q4-08
NA
Q1-09
3.5400
FY07
USD
*
NA
NA
NEUTRAL
1.0400
Q4-07
0.6500
Q1-08
3.3000
FY07
USD
*
NA
NA
OVERWEIGHT 1.7200
Q2-07
1.3400
Q3-07
5.4500
FY07
USD
*
NA
NA
0.1700
Q2-07
NA
Q3-07
0.5800
FY07
USD
*
NA
NA
Mettler-Toledo : 2Q Results Deliver, OVERWEIGHT 1.0700
Estimates Going Higher (Again)
Q2-07
1.0400
Q3-07
4.2300
FY07
USD
*
NA
NA
MF Global : Initiating Coverage at
Q1-08
NA
Q2-08
1.2800
FY07
USD
*
NA
NA
Meredith Corporation
MDP
7-Sep-07
Meredith Corporation : Thoughts
from Investor Day, Adj Ests
Meredith Corporation : Strong Ad
Page Growth in September
Meredith Corporation : Solid F4Q07
Report, Adj Ests
Meredith Corporation : F4Q07
Preview: Expect Few Surprises
MET
Jimmy
Bhullar
MetLife : EPS Upside, Strong
Overall Trends; Overweight
MetroPCS Communications, Inc.
31-Aug-07 Thomas J.
Lee
Tycho
Peterson
MF Global Ltd.
PCS
MetroPCS : Good Business, Solid
Management; Initiate with a Neutral
Mettler-Toledo International Inc.
27-Jul-07
0.8400
Q2-08
MRK
1-Aug-07
Q2-07
0.1500
Merck & Co., Inc. : Early Read on
2Q07 Results
MetLife, Inc.
Price Target Period
Begin Date End Date
NEUTRAL
23-Jul-07
Barton
Crockett
20-Aug-07 Barton
Crockett
26-Jul-07 Barton
Crockett
24-Jul-07 Barton
Crockett
MENT
Mentor Graphics : Good Q2
Leverage & Outlook, But Renewals
Still Slowing
Merck & Co., Inc.
Roberto
Cuca
Current Year
EPS
EPS
EPS
MEMC Electronic Materials Inc. :
OVERWEIGHT 0.8100
Polysilicon Plant Hiccup, Lowering
C07 Estimates
MEMC Electronic Materials Inc. :
OVERWEIGHT 0.8100
C2Q07 Earnings- Strong Beat, C07
Guidance Raised, Semi Cycle Is
Gaining Momentum; Adj. Ests
Mentor Graphics Corporation
Auty II
Rating
NEUTRAL
MTD
MF
28-Aug-07 KENNETH
OVERWEIGHT
NA
Page 130 of 225
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Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
WORTHINGTON
Overweight: Volume Growth and
Margin Expansion Drive EPS
Growth
MFA Mortgage Investments
16-Aug-07 Andrew
Wessel
14-Aug-07 Andrew
Wessel
MGi Pharma, Inc.
MFA
MFA Mortgage Investments :
Upgrading to Overweight on
Valuation - Liquidity and Credit
Concerns Seem Misplaced
MFA Mortgage Investments :
Adjusting Earnings Estimates to
Reflect Re-calibrated Spread
Assumptions
OVERWEIGHT 0.1000
Q2-07
0.1100
Q3-07
0.4300
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-07
0.1500
Q3-07
0.5300
FY07
USD
*
NA
NA
NEUTRAL
0.1300
Q2-07
0.1800
Q3-07
0.6300
FY07
USD
*
NA
NA
NEUTRAL
0.1300
Q2-07
0.1800
Q3-07
0.6300
FY07
USD
*
NA
NA
NEUTRAL
0.1300
Q2-07
0.1900
Q3-07
0.4800
FY07
USD
*
NA
NA
NEUTRAL
-0.0100
Q2-07
0.1900
Q3-07
0.4800
FY07
USD
*
NA
NA
MGIC Investment Corporation :
UNDERWEIGHT1.0100
Recent Strength Unwarranted;
Downgrading to Underweight Due to
Merger Clouds
OVERWEIGHT 1.0100
Expect Large Write-down of
C-BASS Investment; Cutting
Estimates for Higher Credit
Expenses
MGIC Investment Corporation : Big OVERWEIGHT 1.0100
Miss Owing to Credit Expenses;
Paid Claims Up, but Insurance Book
Growing Fast - ALERT
OVERWEIGHT 1.3000
Cutting Estimates for Higher Credit
Costs and Lower JV Income
Q2-07
0.6000
Q3-07
3.3600
FY07
USD
*
NA
NA
Q2-07
1.3600
Q3-07
5.2500
FY07
USD
*
NA
NA
Q2-07
1.3600
Q3-07
5.2500
FY07
USD
*
NA
NA
Q2-07
1.3600
Q3-07
5.2500
FY07
USD
*
NA
NA
MOGN
29-Aug-07 Geoffrey
Meacham
2-Aug-07 Geoffrey
Meacham
19-Jul-07 Geoffrey
Meacham
18-Jul-07 Geoffrey
Meacham
MGIC Investment Corp.
10-Aug-07 George A.
Sacco
31-Jul-07
George A.
Sacco
19-Jul-07
George A.
Sacco
17-Jul-07
George A.
Sacco
MGI PHARMA, Inc. : AKR-501
Inlicensing a Strategic Positive
MGI PHARMA, Inc. : Vidaza Data
Already in Our Estimates - ALERT
MGI PHARMA, Inc. : Dacogen
Sales, Expenses Drive EPS Upside
MGI PHARMA, Inc. : Upside 2Q
EPS on Strong Dacogen Sales and
Lower OpEx - ALERT
MTG
Page 131 of 225
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Certifying
Analyst
MGM MIRAGE
Headline
3-Aug-07
Harry C.
Curtis
2-Aug-07
Harry C.
Curtis
13-Jul-07
Harry C.
Curtis
MGM Mirage : Dubai World:
OVERWEIGHT
Possible Strategies
MGM Mirage : Tender Extended; OVERWEIGHT
Offer Probably Goes Higher
MGM Mirage : Significant Value
OVERWEIGHT
Creation
MGM Mirage : "Do Buy" - Likely
OVERWEIGHT
Floor in Mid-$80s + Long Term
Value
MGM Mirage : Strong Vegas Result OVERWEIGHT
Aided by Condo Sales - Significant
LT Value Through Restructuring
Potential
MGM Mirage : Vegas Strong,
OVERWEIGHT
Quarter Enhanced by Turnberry
Sales - ALERT
MGM Mirage : Seeking To Enhance OVERWEIGHT
Value - Near Term Transaction
Unlikely, But Substantial LT Value
Price Target Period
Begin Date End Date
0.6200
Q2-07
0.4900
Q3-07
2.1900
FY07
USD
*
NA
NA
0.6200
Q2-07
0.4900
Q3-07
2.1900
FY07
USD
*
NA
NA
0.6200
Q2-07
0.4900
Q3-07
2.1900
FY07
USD
*
NA
NA
0.6200
Q2-07
0.4900
Q3-07
2.1900
FY07
USD
*
NA
NA
0.6200
Q2-07
0.5400
Q3-07
2.2700
FY07
USD
*
NA
NA
0.6000
Q2-07
0.5400
Q3-07
2.2700
FY07
USD
*
NA
NA
0.6000
Q2-07
0.5400
Q3-07
2.2700
FY07
USD
*
NA
NA
Microchip Technology : Estimate
OVERWEIGHT 0.3600
Cuts Out of the Way, Time to Back
Up the Mini-Van with Microchips.
Reiterate Overweight - Corrected
Note supersedes any previous
versions
Q1-08
0.3600
Q2-08
1.4600
FY07
USD
*
NA
NA
-0.2500
Q4-07
-0.1400
Q1-08
-0.4600
FY07
USD
*
NA
NA
OVERWEIGHT 0.4500
Q4-08
0.3900
Q1-09
1.7400
FY07
USD
*
NA
NA
OVERWEIGHT 0.4500
Q4-08
0.3900
Q1-09
1.7400
FY07
USD
*
NA
NA
OVERWEIGHT 0.3900
Q4-07
0.3700
Q1-08
1.4900
FY07
USD
*
NA
NA
OVERWEIGHT 0.3900
Q4-07
0.3700
Q1-08
1.4900
FY07
USD
*
NA
NA
Microchip Technology Inc.
Christopher
Danely
Micron Technology, Inc.
13-Jul-07
Current Year
EPS
EPS
EPS
MGM
26-Sep-07 Harry C.
Curtis
25-Sep-07 Harry C.
Curtis
22-Aug-07 Harry C.
Curtis
22-Aug-07 Harry C.
Curtis
27-Jul-07
Rating
Shawn
Webster
MCHP
MU
Micron Technology : MU'ving In The
Right Direction, But Still Concerned
On Capacity and Inventories
Microsoft Corporation
MSFT
27-Jul-07
Adam Holt
19-Jul-07
Adam Holt
17-Jul-07
Adam Holt
12-Jul-07
Adam Holt
Microsoft : Product Strategy and
Model Evolution Highlight Analyst
Day
Microsoft : Strong Key Indicators,
Slightly Raised Guidance Pace Q4
Microsoft : Expect Strong Q4 to Set
the Stage for FY08.
Microsoft : Software Titles, Xbox
NEUTRAL
Page 132 of 225
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Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Live are the Key Ingredients
Midas, Inc.
MDS
2-Aug-07
Coverage
Midas, Inc. : Margins Got the Midas
Touch in 2Q, But Revenues
Disappoint
Nancy Hoch
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.2500
Q2-07
0.2600
Q3-07
0.9200
FY07
USD
*
NA
NA
UNDERWEIGHT0.0100
Q2-07
0.0000
Q3-07
0.0600
FY07
USD
*
NA
NA
0.8100
Q2-07
0.8200
Q3-07
3.4500
FY07
USD
*
NA
NA
Minerals Technologies : Costs Are OVERWEIGHT 0.7400
Cut
Minerals Technologies : 2Q EPS
OVERWEIGHT 0.7400
Positive - ALERT
Q2-07
0.7600
Q3-07
2.6500
FY07
USD
*
NA
NA
Q2-07
0.7600
Q3-07
2.6500
FY07
USD
*
NA
NA
Millennium Pharmaceuticals, Inc.
26-Jul-07
Geoffrey
Meacham
MLNM
Millennium Pharmaceuticals : 2Q
Generally Meets Expectations
Millipore Corporation
MIL
1-Aug-07
Millipore Corp : 11% Organic
Growth Overshadowed by
Tempered 2H Outlook
Tycho
Peterson
Minerals Technologies Inc
30-Jul-07
27-Jul-07
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
MTX
Mission West Properties, Inc.
19-Jul-07
Anthony
Paolone
18-Jul-07
Anthony
Paolone
Anthony
Paolone
16-Jul-07
MSW
Mission West Properties : 2Q Call
Offered More Details On Potential
Deal
Mission West Properties : Reports
2Q, But No Mention Of A Deal
Mission West Properties : Potential
go-private price is light to us
MKS Instruments, Inc.
MKSI
26-Jul-07
MKS Instruments, Inc. : C2Q07
Results, A Benign Cyclical "Blood In
The Streets" Trough Just
Reported/Guided, Adj. Ests
Jay Deahna
Mohawk Industries, Inc.
20-Jul-07
Michael
NEUTRAL
NEUTRAL
0.1000
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.4600
Q2-07
0.5500
Q3-07
2.1500
FY07
USD
*
NA
NA
NEUTRAL
1.6800
Q2-07
1.7000
Q3-07
6.2500
FY07
USD
*
NA
NA
MHK
Mohawk Industries : Ex Lower Tax
Page 133 of 225
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Analyst
Rehaut
20-Jul-07
Michael
Rehaut
Molex Incorporated
3-Aug-07
2-Aug-07
William
Georges
Rate and Other Income, 2Q Rptd At
Low End of Guidance; 3Q Issued
Slightly Below St.
Mohawk Industries : Post-Call
Notes: Unilin Strength Due to
Europe, While Mohawk Should
Remain Weak
NEUTRAL
Molex, Inc : More work left to be
done
Molex, Inc : The chill of winter (in
August); Adjusting Estimates
Molina Healthcare, Inc.
3-Aug-07
Rating
26-Jul-07
Nancy Hoch
20-Jul-07
Nancy Hoch
Monsanto Company
Zekauskas
Price Target Period
Begin Date End Date
1.6800
Q2-07
1.7000
Q3-07
6.2500
FY07
USD
*
NA
NA
OVERWEIGHT 0.4400
Q4-08
NA
Q1-09
1.4200
FY07
USD
*
NA
NA
OVERWEIGHT 0.4900
Q4-08
NA
Q1-09
1.7200
FY07
USD
*
NA
NA
NEUTRAL
0.4300
Q2-07
0.5300
Q3-07
1.9400
FY07
USD
*
NA
NA
NEUTRAL
0.4300
Q2-07
0.4900
Q3-07
1.8200
FY07
USD
*
NA
NA
Molson Coors Brewing Company : OVERWEIGHT 1.9400
Upgrading to Overweight
Molson Coors Brewing Company :
NEUTRAL 1.9400
In-Line Q2 Excluding a Tax Benefit
and Inventory Build
Q2-07
1.7800
Q3-07
5.1900
FY07
USD
*
NA
NA
Q2-07
1.9100
Q3-07
5.1900
FY07
USD
*
NA
NA
Monro Muffler Brake, Inc.
MOH
Molina Healthcare : Investor Day
Takeaway - 2H07 Could Be Strong;
Raising Estimates
Molina Healthcare : 2Q EPS of
$0.45 Ahead of Estimates; Raising
Our 2007-08 EPS Estimates
Molson Coors Brewing Company
29-Aug-07 Dara W.
Mohsenian
13-Aug-07 Dara W.
Mohsenian
Current Year
EPS
EPS
EPS
MOLX
Thomas
Dinges
Thomas
Dinges
13-Sep-07 William
Georges
Headline
TAP
MNRO.OQ
Coverage
Monro Muffler Brake, Inc. : 1Q
Softness from ProCare; Core
Business Seems Healthy
Monro Muffler Brake, Inc. : Growth
Far From Exhaust-ed, But Liquidity
Is Limited; Initiating at Neutral
NA
NA
Q1-08
NA
Q2-08
NA
FY08
USD
*
NA
NA
NEUTRAL
0.5400
Q1-08
0.5500
Q2-08
1.9000
FY08
USD
*
NA
NA
NEUTRAL
0.5800
Q1-08
0.6000
Q2-08
1.9500
FY08
USD
*
NA
NA
NEUTRAL
-0.1700
Q4-07
NA
Q1-08
1.8000
FY07
USD
*
NA
NA
MON
Monsanto : Rising Momentum in
Corn; Updating Estimates
Page 134 of 225
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Headline
Monster Worldwide, Inc.
4-Sep-07
Imran Khan
31-Jul-07
Imran Khan
30-Jul-07
Imran Khan
9-Jul-07
Imran Khan
Matthew
Heimermann
25-Jul-07
Matthew
Heimermann
Moody's Corporation
1-Aug-07
2-Jul-07
Fred W.
Searby
Fred W.
Searby
Morgan Stanley
Price Target Period
Begin Date End Date
0.3200
Q2-07
0.3100
Q3-07
1.4600
FY07
USD
*
NA
NA
0.3200
Q2-07
0.4100
Q3-07
1.6100
FY07
USD
*
NA
NA
0.4000
Q2-07
0.4100
Q3-07
1.6100
FY07
USD
*
NA
NA
0.4000
Q2-07
0.4100
Q3-07
1.6100
FY07
USD
*
NA
NA
NEUTRAL
0.5600
Q2-07
0.5000
Q3-07
2.2900
FY07
USD
*
NA
NA
NEUTRAL
0.5600
Q2-07
0.6700
Q3-07
2.8800
FY07
USD
*
NA
NA
NEUTRAL
0.6800
Q2-07
0.6200
Q3-07
2.6000
FY07
USD
*
NA
NA
NEUTRAL
0.6900
Q2-07
0.6200
Q3-07
2.6100
FY07
USD
*
NA
NA
NEUTRAL
1.3800
Q3-07
1.9900
Q4-07
8.4600
FY07
USD
*
NA
NA
Motorola : Straight Outta
OVERWEIGHT 0.0200
Schaumburg IV: Raising '08 EPS on
Aggressive Cost Cutting
Motorola : From the Footnotes: MOTOVERWEIGHT 0.0200
10Q Review
Q2-07
0.0400
Q3-07
0.1700
FY07
USD
*
NA
NA
Q2-07
0.0400
Q3-07
0.1700
FY07
USD
*
NA
NA
Motorola : Q2 Quick Take: Mobile
Devices Revs Even Weaker than
Implied by Pre-announcement ALERT
Q2-07
0.0400
Q3-07
0.1600
FY07
USD
*
NA
NA
MRH
Montpelier Re Holdings, Ltd. :
Diversifying Platform Comes at a
Price; Lowering EPS
Montpelier Re Holdings, Ltd. : 2Q
EPS Lower On Flood Losses
MCO
Moody's Corp. : Strong 2Q07
Results
Moody's Corp. : Downgrading to
Neutral Due to Higher Risk Profile
MS
20-Sep-07 KENNETH
Morgan Stanley : Lowering
WORTHINGTON
Estimates on a More Measured
Outlook for Credit
Motorola, Inc.
Current Year
EPS
EPS
EPS
MNST
Monster Worldwide Inc : AnnouncesOVERWEIGHT
Additional $250M Share Buyback ALERT
Monster Worldwide Inc : Int'l
OVERWEIGHT
Continues to Drive Growth Reiterate Overweight; Adj.
Estimates
Monster Worldwide Inc : 2Q'07 OVERWEIGHT
Pre-Call Takeaways - ALERT
Monster Worldwide Inc : 2Q07
OVERWEIGHT
Update: Remain Comfortable with
our Estimates
Montpelier Re Holdings Ltd.
26-Jul-07
Rating
MOT
10-Sep-07 Ehud A.
Gelblum Ph
D
10-Aug-07 Ehud A.
Gelblum Ph
D
19-Jul-07 Ehud A.
Gelblum Ph
D
OVERWEIGHT 0.0100
Page 135 of 225
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Date
Certifying
Analyst
12-Jul-07
Ehud A.
Gelblum Ph
D
Move Inc.
3-Aug-07
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Motorola : Preannounces Dismal Q2OVERWEIGHT 0.0300
Results: Plummeting Market Share
Pushes Out LT Recovery Thesis
Q2-07
0.1100
Q3-07
0.3500
FY07
USD
*
NA
NA
Move : Tough Market Conditions
Depress 2Q Rev; Adj. est.
NEUTRAL
-0.0200
Q2-07
0.0200
Q3-07
0.0500
FY07
USD
*
NA
NA
NEUTRAL
-0.9800
Q2-07
-0.6000
Q3-07
-1.5800
FY07
USD
*
NA
NA
Murphy Oil : 2Q07 earnings exceedUNDERWEIGHT1.4200
expectations on strong downstream;
adj ests
Murphy Oil : 2Q07 EPS surprise on UNDERWEIGHT1.4200
strong R&M - ALERT
Q2-07
0.8600
Q3-07
3.8800
FY07
USD
*
NA
NA
Q2-07
0.8500
Q3-07
3.3800
FY07
USD
*
NA
NA
MWI Veterinary Supply, Inc. :
OVERWEIGHT 0.3500
Follow-up on 3Q: Streak is Broken
but Maintain OW
MWI Veterinary Supply, Inc. : In LineOVERWEIGHT 0.3500
3Q Won't Support Premium Multiple;
Expect Significant Weakness ALERT
Q3-07
0.3400
Q4-07
1.3900
FY07
USD
*
NA
NA
Q3-07
0.3400
Q4-07
1.3900
FY07
USD
*
NA
NA
Mylan Laboratories : Duragesic
Competition Ready To Go
Mylan Laboratories : Adjusting
Call
MOVI
Barton
Crockett
Movie Gallery, Inc. : MOVI
Announces Default, Potentially
Positive for BBI - ALERT
Murphy Oil Corporation
27-Jul-07
KATHERINE
LUCAS
26-Jul-07
KATHERINE
LUCAS
MUR
MWI Veterinary Supply, Inc.
2-Aug-07
Lisa Gill
1-Aug-07
Lisa Gill
Mylan Inc.
Rating
MOVE
Imran Khan
Movie Gallery, Inc.
2-Jul-07
Headline
MWIV
MYL
14-Aug-07 Adam
Greene
26-Jul-07 Adam
Greene
Myriad Genetics, Inc.
21-Aug-07 Geoffrey
Meacham
Nabors Industries Ltd.
NEUTRAL
0.5200
Q1-08
0.3500
Q2-08
1.5000
FY07
USD
*
NA
NA
NEUTRAL
0.5200
Q1-08
0.3500
Q2-08
1.5000
FY07
USD
*
NA
NA
Myriad Genetics Inc. : Upside 4Q onOVERWEIGHT -0.2000
PM Revenues; Raising Ests
Q4-07
NA
Q1-08
-0.8700
FY07
USD
*
NA
NA
MYGN
NBR
Page 136 of 225
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Date
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Analyst
Headline
26-Jul-07
Kevin Pollard Nabors Industries, Ltd. : 2008 Can't
Get Here Soon Enough; Reducing
Est.
Nalco Holding Company
Rating
NEUTRAL
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
0.7900
Q2-07
0.9700
Q3-07
3.7600
FY07
USD
*
NA
NA
NLC
Zekauskas
1-Aug-07 Jeffrey J.
Zekauskas
Nalco : On Track
OVERWEIGHT 0.2900
Q2-07
0.3100
Q3-07
1.1000
FY07
USD
*
NA
NA
Nalco : Q2:07 EPS Positive ALERT
OVERWEIGHT 0.2900
Q2-07
0.3100
Q3-07
1.0500
FY07
USD
*
NA
NA
Nash-Finch Company
NAFC
7-Sep-07
Nash-Finch Company :
Housekeeping; Adjusting Estimates
0.6600
Q2-07
0.7500
Q3-07
2.4700
FY07
USD
*
NA
NA
0.1500
Q2-07
0.1900
Q3-07
0.5600
FY07
USD
*
NA
NA
0.1500
Q2-07
0.2100
Q3-07
0.6200
FY07
USD
*
NA
NA
0.1500
Q2-07
0.2100
Q3-07
0.6200
FY07
USD
*
NA
NA
0.1900
Q2-07
0.2100
Q3-07
0.6200
FY07
USD
*
NA
NA
NEUTRAL
0.6000
Q2-07
0.7000
Q3-07
2.4900
FY07
USD
*
NA
NA
NEUTRAL
0.6000
Q2-07
0.7000
Q3-07
2.4900
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
2.7800
FY07
USD
*
NA
NA
NEUTRAL
0.7600
Q2-07
0.8100
Q3-07
3.1400
FY07
USD
*
NA
NA
Stephen
Chick
National CineMedia, Inc.
14-Sep-07 Barton
Crockett
10-Aug-07 Barton
Crockett
10-Aug-07 Barton
Crockett
21-Jul-07
Barton
Crockett
7-Sep-07
Vivek Juneja
3-Jul-07
Vivek Juneja
NCMI
National CineMedia, Inc. : Lease
OVERWEIGHT
Dilution Argument Appears
Overdone, Reiterate OW - ALERT
National CineMedia, Inc. : 2Q07
OVERWEIGHT
React: Revenues Light, Earnings
In-line With Consensus - ALERT
National CineMedia, Inc. : Second OVERWEIGHT
Half & Secular Story Solid; Upgrade
to OW
National CineMedia, Inc. : Adjusting NEUTRAL
Estimates Before 2Q07 Earnings
National City Corporation
17-Sep-07 Vivek Juneja
NCC
National City : 33% Rise in 90 Day
Past Dues in Prime/Alt-A Mtgs ALERT
National City : Market and Credit
Losses in Mtg, MOE, Capital
Reversal, Cost Cuts
National City : Lowering '07 and '08
EPS Estimates
National Financial Partners Corp.
2-Aug-07
Jimmy
Bhullar
NEUTRAL
NFP
National Financial Partners :
Improved 2Q Results; Maintaining
Neutral
Page 137 of 225
Publish
Date
Certifying
Analyst
Headline
National Instruments Corp
8-Aug-07
Mark
Moskowitz
3-Aug-07
Mark
Moskowitz
27-Jul-07
Mark
Moskowitz
18-Jul-07
Mark
Moskowitz
Christopher
Danely
26-Jul-07
25-Jul-07
Michael K.
LaMotte
Michael K.
LaMotte
Jimmy
Bhullar
0.3100
Q2-07
NA
Q3-07
NA
FY07
USD
39.00
18-Jun-07
Jun-08
0.3100
Q2-07
NA
Q3-07
NA
FY07
USD
39.00
18-Jun-07
Jun-08
0.3100
Q2-07
0.3300
Q3-07
1.2800
FY07
USD
39.00
18-Jun-07
Jun-08
0.3000
Q2-07
0.3300
Q3-07
1.2800
FY07
USD
39.00
18-Jun-07
Jun-08
NEUTRAL
NA
Q4-07
NA
Q1-08
NA
FY07
USD
*
NA
NA
Q4-08
0.3600
Q1-09
1.2000
FY07
USD
*
NA
NA
OVERWEIGHT 0.3500
NOV
National Oilwell Varco Inc. : Raising
Estimates on Improving Visibility
National Oilwell Varco Inc. : NOV
Does It Again with Earnings and
Backlog - ALERT
Nationwide Financial Services, Inc.
2-Aug-07
Price Target Period
Begin Date End Date
NSM
National Semiconductor : F1Q08
Beats Estimates, Margins on the
Rise; Reiterate Overweight
National-Oilwell Varco, Inc.
NMHC
National Medical Health Card
Systems, Inc. : EPS Below
Expectations; Still Waiting on
Outlook; Maintain N
National Semiconductor Corporation
7-Sep-07
Current Year
EPS
EPS
EPS
NATI
National Instruments : Product
OVERWEIGHT
Pipeline and Customer Traction
Gaining Momentum; Maintain
Overweight
National Instruments : Analyst
OVERWEIGHT
Meeting Preview: Rising Stature,
Emerging Solutions to Boost
Revenue, Provide Buffer
National Instruments : Reiterate
OVERWEIGHT
Overweight as Sales Momentum
Growing; Leverage Story Attractive;
Adj. Ests.
National Instruments : 2Q Preview: OVERWEIGHT
Strong Results Expected, Industrial
Solutions Should Drive Growth into
2H '07 and 2008
National Med. Health Card Systems, Inc.
11-Sep-07 Michael R.
Minchak
Rating
1.7900
Q2-07
1.5400
Q3-07
6.1500
FY07
USD
*
NA
NA
NEUTRAL
1.5300
Q2-07
1.5400
Q3-07
6.1500
FY07
USD
*
NA
NA
NEUTRAL
1.1100
Q2-07
1.1200
Q3-07
4.5100
FY07
USD
*
NA
NA
NFS
Nationwide Financial Services :
Earnings Beat Estimates;
Underlying Trends Mixed
Nationwide Health Properties Inc.
NEUTRAL
NHP
Page 138 of 225
Publish
Date
Certifying
Analyst
2-Aug-07
Michael
Mueller
2-Aug-07
Michael
Mueller
Headline
Rating
Nationwide Health Properties : 2Q
and guidance on target; Capital
recycling continues
Nationwide Health Properties :
Model Adjustment
NEUTRAL
0.2300
Q2-07
0.2700
Q3-07
1.0300
FY07
USD
*
NA
NA
NEUTRAL
0.2300
Q2-07
0.2700
Q3-07
1.0300
FY07
USD
*
NA
NA
OVERWEIGHT 0.2500
Q2-07
0.2500
Q3-07
0.9500
FY07
USD
*
NA
NA
0.7400
Q3-07
0.5900
Q4-07
2.7600
FY07
USD
*
NA
NA
OVERWEIGHT 0.4400
Q2-07
0.5400
Q3-07
2.1000
FY07
USD
*
NA
NA
Ness Technologies, Inc. : Analyst OVERWEIGHT 0.1100
Meeting Highlights Growth and
Margin Expansion Opps.
Ness Technologies, Inc. : Lowers OVERWEIGHT 0.1100
the Bar Heading into Seasonally
Strong 2H, Buy on Weakness;
Reiterate OW
Ness Technologies, Inc. : Reduces OVERWEIGHT 0.1200
Guidance as Expected; Sets a More
Achievable Bar; Reiterate OW ALERT
Q2-07
0.1900
Q3-07
0.7500
FY07
USD
*
NA
NA
Q2-07
0.2600
Q3-07
0.8700
FY07
USD
*
NA
NA
Q2-07
0.2600
Q3-07
0.8700
FY07
USD
*
NA
NA
Net 1: Suspended animation
Navios Maritime Holdings Inc.
17-Aug-07 Jonathan
Chappell
NBTY, Inc.
9-Aug-07
Price Target Period
Begin Date End Date
NM
Navios Maritime Holdings Inc. :
Raising Est. after 2Q Beat; Capes
may Drive Upside
NBTY, Inc. : Upgrade to Neutral
from Underweight; Risk/Reward
NEUTRAL
NNI
Marco E.
Villegas
Ness Technologies, Inc.
11-Sep-07 Christine
Pezino
31-Jul-07
Christine
Pezino
30-Jul-07
Christine
Pezino
Net 1
NTY
Stephen
Chick
Nelnet, Inc.
1-Aug-07
Current Year
EPS
EPS
EPS
Nelnet, Inc : Fee Income Came in
Lower Than Expected; However,
Asset Growth Remains Strong
NSTC
UEPS
20-Sep-07 Shamier
Khan
30-Aug-07 Shamier
Khan
27-Aug-07 Shamier
Khan
Netease
OVERWEIGHT
NA
Q3-07
NA
Q4-07
1.31E
FY08
USD
34.00
20-Sep-07
Sep-08
Net 1: F4Q07: 1st look - Hardware OVERWEIGHT
sales shine
Net 1: F4Q07E: Results preview - OVERWEIGHT
ALERT
NA
Q3-07
NA
Q4-07
1.40E
FY08
USD
36.20
8-Feb-07
May-08
NA
Q3-07
NA
Q4-07
1.40E
FY08
USD
36.20
8-Feb-07
May-08
NTES
Page 139 of 225
Publish
Date
Certifying
Analyst
14-Aug-07 Dick Wei
12-Aug-07 Dick Wei
Netflix, Inc.
23-Jul-07
20-Jul-07
Headline
Netease: 2Q07 Review
Netease: 2Q07 Preview
Rating
NEUTRAL
NEUTRAL
Current Year
EPS
EPS
EPS
NA
NA
Q4-07
Q3-07
NA
NA
Q4-07
Q4-07
1.24E
1.22E
FY07
FY07
USD
USD
16.00
16.00
7-Nov-06
7-Nov-06
Dec-07
Dec-07
Q2-07
0.1800
Q3-07
0.8000
FY07
USD
*
NA
NA
Q2-07
0.1800
Q3-07
0.8000
FY07
USD
*
NA
NA
Network Appliance, Inc.
Q1-08
0.2500
Q2-08
1.1200
FY07
USD
*
NA
NA
Q1-08
0.2100
Q2-08
0.9000
FY07
USD
*
NA
NA
0.2400
Q2-07
0.3000
Q3-07
1.1800
FY07
USD
*
NA
NA
0.2200
Q2-07
0.2700
Q3-07
1.0400
FY07
USD
*
NA
NA
0.2200
Q2-07
0.2700
Q3-07
1.0400
FY07
USD
*
NA
NA
0.2200
Q2-07
0.2700
Q3-07
1.0400
FY07
USD
*
NA
NA
UNDERWEIGHT-0.1800
Q3-07
NA
Q4-07
3.0000
FY07
USD
*
NA
NA
UNDERWEIGHT-0.3500
Q3-07
NA
Q4-07
3.0000
FY07
USD
*
NA
NA
OVERWEIGHT 0.5500
Q2-07
0.4500
Q3-07
1.7700
FY07
USD
*
NA
NA
Netflix Inc : Announces Further
UNDERWEIGHT0.2200
Price Cuts - Negative - ALERT
Netflix Inc : 2Q07 Preview: Expect UNDERWEIGHT0.2200
In-Line Quarter, Website Traffic
Trends Mixed
NTAP
16-Aug-07 Bill C. Shope Network Appliance : The Path to
OVERWEIGHT 0.2010
CFA
Recovery Is Clearer, Though
Execution Is Key
3-Aug-07 Bill C. Shope Network Appliance : It Sure Hurts, OVERWEIGHT 0.1500
CFA
But Rising Tide in Storage Can
Mend the Wound; Lowering
Estimates
NSR
Auty II
2-Aug-07
2-Aug-07
2-Jul-07
Price Target Period
Begin Date End Date
NFLX
Barton
Crockett
Barton
Crockett
Neustar, Inc
P. Sterling
Auty II
P. Sterling
Auty II
P. Sterling
Auty II
Neustar : Brazil Win Begins Int'l
OVERWEIGHT
Opportunity With Small Win ALERT
Neustar : NPAC Still Out
OVERWEIGHT
Performing; Guidance Reiterated
Neustar : Renews Small, But
OVERWEIGHT
Important National Pooling Contract
- ALERT
Neustar : iPhone and Dobson
OVERWEIGHT
Acquisition Two Good Size Positives
- ALERT
New Jersey Resources Corporations
2-Aug-07
Glenn B.
Mullin
1-Aug-07
Glenn B.
Mullin
Newell Rubbermaid Inc.
17-Sep-07 Dara W.
NJR
New Jersey Resources Corp. :
NJRES Drives 2007 Guidance
Increase
New Jersey Resources Corp. :
Better than Expected F3Q07:
Guidance Increase - ALERT
NWL
Newell Rubbermaid Inc. : Raising
Page 140 of 225
Publish
Date
Certifying
Analyst
Mohsenian
27-Jul-07
Dara W.
Mohsenian
Headline
Glenn B.
Mullin
Glenn B.
Mullin
NII Holdings, Inc.
26-Jul-07
Q2-07
0.5000
Q3-07
1.7900
FY07
USD
*
NA
NA
0.8700
Q2-07
1.0700
Q3-07
3.8500
FY07
USD
*
NA
NA
NEUTRAL
0.1800
Q2-07
0.2300
Q3-07
-0.3300
FY07
USD
*
NA
NA
NEUTRAL
0.1800
Q2-07
0.2300
Q3-07
-0.3300
FY07
USD
*
NA
NA
NEUTRAL
0.1800
Q2-07
0.2600
Q3-07
-0.1800
FY07
USD
*
NA
NA
NEUTRAL
-0.6900
Q2-07
0.2600
Q3-07
-0.1800
FY07
USD
*
NA
NA
NEUTRAL
-0.6900
Q2-07
0.2600
Q3-07
-0.1800
FY07
USD
*
NA
NA
NEUTRAL
0.2800
Q2-07
0.2300
Q3-07
0.8200
FY07
USD
*
NA
NA
Nicor Inc. : Potential Negative
UNDERWEIGHT0.4000
Development for ICC PBR Case ALERT
Nicor Inc. : Reiterates '07 GuidanceUNDERWEIGHT0.4000
Despite Being Behind Plan
Nicor Inc. : 2Q Better than ExpectedUNDERWEIGHT0.3500
but Low Quality - ALERT
Q2-07
NA
Q3-07
2.8000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
2.8000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
2.8000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
2.0000
FY07
USD
*
NA
NA
NEM
GAS
10-Aug-07 Glenn B.
Mullin
31-Jul-07
Price Target Period
Begin Date End Date
NEUTRAL
Newmont Mining Corporation
1-Aug-07
NFX
Newfield Exploration Company :
North Sea Sale Comes In Above
Our Expectations - ALERT
27-Sep-07 John Bridges Newmont Mining : Newmont lowers
expectations - ALERT
17-Sep-07 John Bridges Newmont Mining : On the up and up
- ALERT
3-Aug-07 John Bridges Newmont Mining : Wrap Q2'07:
Based out, headed higher
2-Aug-07 John Bridges Newmont Mining : Quick Q2'07:
New management brings new ideas
- ALERT
20-Jul-07 John Bridges Newmont Mining : Adjusting
earnings for hedge book elimination
6-Jul-07 John Bridges Newmont Mining : New CEO
O'Brien begins to clean house.
Positive - ALERT
Nicor Inc.
Current Year
EPS
EPS
EPS
EPS After Positive Q3
Pre-Announcement-Reiterate
Overweight
Newell Rubbermaid Inc. : Reiterate OVERWEIGHT 0.5500
OW-Valuation Attractive Given Solid
Underlying Fundamentals
Newfield Exploration Co.
17-Sep-07 Joseph D.
Allman
Rating
NIHD
Jean-Charles NII Holdings Inc. : 2Q07: Strong
A.
results and raised guidance Lemardeley
ALERT
NEUTRAL
NA
Page 141 of 225
Publish
Date
NIKE, Inc.
Certifying
Analyst
Headline
NIKE, Inc. : Comparatively Safe
Name to Own in Tough
Environment; Adj. Ests.
Dick Wei
NiSource Inc.
2-Aug-07
30-Jul-07
20-Jul-07
19-Jul-07
Q4-08
NA
Q1-09
3.2200
FY07
USD
*
NA
NA
Ninetowns Internet Technology
UNDERWEIGHT-0.0200
Group Co. Ltd. : 1Q07 review:
Second consecutive quarterly loss;
turnaround in fortunes still not
imminent
Q2-07
-0.0100
Q3-07
-0.0200
FY07
USD
3.20
27-Jul-07
Dec-07
NiSource, Inc. : In-Line Quarter,
MLP Option Under Review
NiSource, Inc. : In Line 2Q07:
Reaffirms Guidance - ALERT
NiSource, Inc. : Upgrading to
Neutral: Moving to the Sidelines
NEUTRAL
0.1000
Q2-07
NA
Q3-07
1.3500
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-07
NA
Q3-07
1.3500
FY07
USD
*
NA
NA
UNDERWEIGHT0.1000
Q2-07
NA
Q3-07
1.3500
FY07
USD
*
NA
NA
Noble Corporation : Adjusting
OVERWEIGHT 1.1200
Estimates
Noble Corporation : Continued
OVERWEIGHT 2.2400
Execution, Nice Floater Rates; Adj.
Est.
Noble Corporation : NE Posts
OVERWEIGHT 2.2400
Strong Beat, Impressive Floater
Rates - ALERT
Q2-07
1.2150
Q3-07
4.6250
FY07
USD
*
NA
NA
Q2-07
2.3500
Q3-07
9.0000
FY07
USD
*
NA
NA
Q2-07
2.3500
Q3-07
9.0000
FY07
USD
*
NA
NA
Nordic American Tanker Shipping UNDERWEIGHT0.8100
Ltd. : 2Q Results Beat Consensus,
but Lowering '07 Est.
Q2-07
0.4500
Q3-07
2.9000
FY07
USD
*
NA
NA
Nordstrom, Inc. : 2Q Look: Upside
Expected, Will Nordy Deliver?
0.7000
Q2-08
0.6300
Q3-08
2.9300
FY07
USD
*
NA
NA
Norfolk Southern : Upgrading to OWOVERWEIGHT 0.9800
Q2-07
1.0900
Q3-07
3.7500
FY07
USD
*
NA
NA
NE
David C.
Smith
Michael K.
LaMotte
Michael K.
LaMotte
Jonathan
Chappell
Nordstrom, Inc.
NAT
JWN
16-Aug-07 Charles
Grom
Norfolk Southern Corp.
30-Jul-07
NEUTRAL
NINE
Nordic American Tanker Shipping Limited
9-Aug-07
Price Target Period
Begin Date End Date
NI
Glenn B.
Mullin
Glenn B.
Mullin
Glenn B.
Mullin
Noble Corporation
4-Sep-07
0.9700
Ninetowns Internet Technology
3-Aug-07
Current Year
EPS
EPS
EPS
NKE
21-Sep-07 Robert
Samuels
27-Jul-07
Rating
Thomas R.
NEUTRAL
NSC
Page 142 of 225
Publish
Date
Certifying
Analyst
Wadewitz
26-Jul-07
Thomas R.
Wadewitz
Headline
on Favorable Reward to Risk; High
Quality at a Low Price
Norfolk Southern : Cost Control
Drives Solid 2Q
Ehud A.
Gelblum Ph
D
1.0900
Q3-07
3.7100
FY07
USD
*
NA
NA
Nortel Networks : Q207 Wrap: Weak NEUTRAL
Qtr as First Potential Crack
Emerges in Restructuring Plans;
Lowering ests
0.0900
Q2-07
0.2500
Q3-07
0.5900
FY07
USD
*
NA
NA
NEUTRAL
0.3000
Q2-07
NA
Q3-07
1.4000
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q2-07
0.8600
Q3-07
3.4600
FY07
USD
*
NA
NA
NEUTRAL
1.3100
Q2-07
1.2800
Q3-07
5.0000
FY07
USD
*
NA
NA
NEUTRAL
1.2100
Q2-07
1.2800
Q3-07
5.0000
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-07
NA
Q3-07
2.5500
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-07
NA
Q3-07
2.5500
FY07
USD
*
NA
NA
NEUTRAL
0.1000
Q2-07
NA
Q3-07
2.5000
FY07
USD
*
NA
NA
NOVA Chemicals : Widening Alberta NEUTRAL
Advantage: We Raise Estimates
1.0700
Q2-07
0.8000
Q3-07
3.1000
FY07
USD
*
NA
NA
NT
NU
Seth Tennant Northeast Utilities : Swapping
Regulated Growth Stocks on
Relative Valuation: Downgrade NU
to N, Upgrade WEC to OW
Vivek Juneja
NTRS
Northern Trust : Contd Strong
Wealth Mgmt, Sec Lending Offset
NIM, Expense Pressures
Northrop Grumman Corporation
25-Jul-07
Joseph B.
Nadol
24-Jul-07
Joseph B.
Nadol
Northwest Natural Gas
27-Sep-07 Glenn B.
Mullin
20-Sep-07 Glenn B.
Mullin
7-Aug-07
Glenn B.
Mullin
David Silver
NOC
Northrop Grumman : Q2 EPS Beat,
But Troubled Programs Remain a
Concern; Adjusting Estimates
Northrop Grumman : First Look at
Q2 Earnings - ALERT
NWN
Northwest Natural Gas Co. : New
Underground Storage Project w/
PG&E - ALERT
Northwest Natural Gas Co. : WNA &
Decoupling Extended to 2012 Positive - ALERT
Northwest Natural Gas Co. :
Progress on Palomar but Still Early
NOVA Chemicals Corporation
26-Jul-07
Price Target Period
Begin Date End Date
Q2-07
Northern Trust Corporation
19-Jul-07
0.9800
Northeast Utilities System
6-Sep-07
Current Year
EPS
EPS
EPS
NEUTRAL
Nortel Networks Corporation
3-Aug-07
Rating
NCX
Page 143 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
25-Jul-07
David Silver
NOVA Chemicals : NOVA Reports
Above-Forecast 2Q:07 EPS,
Earnings Quality Mixed - ALERT
NEUTRAL
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
1.0500
Q2-07
0.8000
Q3-07
3.1000
FY07
USD
*
NA
NA
Novatel Wireless, Inc.
NVTL
6-Aug-07
6-Aug-07
Paul Coster
Paul Coster
Q2-07
Q2-07
0.2000
0.2000
Q3-07
Q3-07
1.0500
1.0500
FY07
FY07
USD
USD
*
*
NA
NA
NA
NA
31-Jul-07
Paul Coster
Novatel Wireless : 2Q07 Preview UNDERWEIGHT0.2900
Novatel Wireless : 2Q: Good
UNDERWEIGHT0.3100
Results, Slowing Momentum, Adj
Ests.
Novatel Wireless : Close to the
UNDERWEIGHT0.2900
Peak; Downgrading to Underweight
Q2-07
0.2000
Q3-07
1.0500
FY07
USD
*
NA
NA
Novell Inc : FQ3 Provides
OVERWEIGHT
Incremental Evidence of a Move in
the Right Direction
Novell Inc : FQ3 Preview - Nearing aOVERWEIGHT
Turning Point
Novell Inc : Revisiting "Rock
OVERWEIGHT
Bottom" Maintenance Valuation
Levels; We Continue to Like the
Risk-Reward
Novell Inc : GPL v3 Arrives With No OVERWEIGHT
Major Changes
0.0500
Q3-07
0.0200
Q4-07
0.1000
FY07
USD
*
NA
NA
0.0100
Q3-07
0.0200
Q4-07
0.1000
FY07
USD
*
NA
NA
0.0100
Q3-07
0.0200
Q4-07
0.1000
FY07
USD
*
NA
NA
0.0100
Q3-07
0.0200
Q4-07
0.1000
FY07
USD
*
NA
NA
0.4500
Q2-07
0.3800
Q3-07
1.5500
FY07
USD
*
NA
NA
NEUTRAL
-0.3600
Q2-07
-0.4400
Q3-07
-1.7300
FY07
USD
*
NA
NA
NEUTRAL
-0.3600
Q2-07
-0.4400
Q3-07
-1.7300
FY07
USD
*
NA
NA
OVERWEIGHT 0.5900
Q2-07
NA
Q3-07
2.0500
FY07
USD
*
NA
NA
Novell, Inc.
NOVL
30-Aug-07 Aaron M.
Schwartz
23-Aug-07 Aaron M.
Schwartz
7-Aug-07 Aaron M.
Schwartz
2-Jul-07
Aaron M.
Schwartz
Novellus Systems, Inc.
NVLS
Novellus Systems : Economic
NEUTRAL
Concerns Largely Discounted In Our
View, Not A Time To Sell
NPS Pharmaceuticals, Inc.
26-Sep-07 Richard
Smith
8-Aug-07
Richard
Smith
NRG Energy, Inc.
6-Aug-07
Andrew
Smith
NPSP
NPS Pharmaceuticals : Ex-N.Amer.
Partnership with Nycomed for
Gattex; Adj. Est.
NPS Pharmaceuticals : 2Q07
Results: Tidying Up the Balance
Sheet; Adj. Est.
NRG
NRG Energy : Management
Meetings Confirm Favorable
Fundamentals
Page 144 of 225
Publish
Date
Certifying
Analyst
Nuvelo, Inc.
2-Aug-07
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
NUVO
Geoffrey
Meacham
-0.3100
Q2-07
-0.3200
Q3-07
-1.2200
FY07
USD
*
NA
NA
0.2867
Q2-08
0.3100
Q3-08
1.1600
FY07
USD
*
NA
NA
0.2867
Q2-08
0.3067
Q3-08
1.1533
FY07
USD
*
NA
NA
0.4300
Q2-08
0.4600
Q3-08
1.7300
FY07
USD
*
NA
NA
0.4300
Q2-08
0.4000
Q3-08
1.5300
FY07
USD
*
NA
NA
0.3400
Q2-08
0.4000
Q3-08
1.5300
FY07
USD
*
NA
NA
0.3200
Q2-08
0.3700
Q3-08
1.4400
FY07
USD
*
NA
NA
0.3200
Q2-08
0.3700
Q3-08
1.4400
FY07
USD
*
NA
NA
NEUTRAL
-0.4300
Q2-07
-0.4300
Q3-07
-1.6600
FY07
USD
*
NA
NA
NEUTRAL
-0.4300
Q2-07
-0.3600
Q3-07
-1.5000
FY07
USD
*
NA
NA
13-Sep-07 KENNETH
Nymex : Cutting Estimates on Lower NEUTRAL
WORTHINGTON
Volume and RPC
1-Aug-07 KENNETH
Nymex : NMX Beats at $0.60, But
NEUTRAL
WORTHINGTON
Cost Cutting Story Obscured by
Reinvestment
12-Jul-07 KENNETH
Nymex : Raising Estimates on Rate NEUTRAL
WORTHINGTON
Increase
0.6000
Q2-07
0.7900
Q3-07
2.7600
FY07
USD
*
NA
NA
0.6000
Q2-07
0.8100
Q3-07
2.8100
FY07
USD
*
NA
NA
0.6000
Q2-07
0.7800
Q3-07
2.7600
FY07
USD
*
NA
NA
NVIDIA Corporation
13-Sep-07 Shawn
Webster
12-Sep-07 Shawn
Webster
30-Aug-07 Shawn
Webster
10-Aug-07 Shawn
Webster
9-Aug-07
Shawn
Webster
7-Aug-07
Shawn
Webster
31-Jul-07
Shawn
Webster
Nuvelo, Inc. : Adj Ests on 2Q
Results; Pipeline Reprioritized
NVDA.OQ
NVIDIA Corporation : Raising
OVERWEIGHT
Estimates On Positive Asia Checks
NVIDIA Corporation : Adjusting
OVERWEIGHT
Estimates for Stock Split
NVIDIA Corporation : Update Post OVERWEIGHT
Management Meeting And Channel
Checks, Still One Of Our Top Picks
NVIDIA Corporation : Fabulous
OVERWEIGHT
Quarter, Guidance Prudent Given
Capacity Constraints, Raising
Estimates
NVIDIA Corporation :
OVERWEIGHT
PROPRIETARY PC TRACKER: A
Gaggle Of Graphics Options At PC
OEMs
NVIDIA Corporation : Raising
OVERWEIGHT
Estimates, Expect Share Gains And
Gross Margin Growth To Drive More
Upside, Reiterate OW
NVIDIA Corporation : More Share OVERWEIGHT
Gains For Nvidia, Reiterate
Overweight
NxStage Medical, Inc.
NXTM
6-Aug-07
Taylor Harris
3-Aug-07
Taylor Harris
NxStage Medical, Inc. : Baxter
Charting its Course in Home HD
NxStage Medical, Inc. : Steady
Patient Progress but with Profit
Potholes
NYMEX Holdings, Inc.
NEUTRAL
NMX
Page 145 of 225
Publish
Date
Certifying
Analyst
NYSE Euronext
Headline
Rating
0.6500
Q2-07
0.5800
Q3-07
2.4300
FY07
USD
*
NA
NA
NEUTRAL
0.6500
Q2-07
0.5800
Q3-07
2.4100
FY07
USD
*
NA
NA
NEUTRAL
0.6500
Q2-07
0.5700
Q3-07
2.3800
FY07
USD
*
NA
NA
NEUTRAL
0.6300
Q2-07
0.5400
Q3-07
2.2800
FY07
USD
*
NA
NA
NEUTRAL
1.0900
Q2-07
1.2200
Q3-07
4.3300
FY07
USD
*
NA
NA
NEUTRAL
1.1800
Q2-07
1.1400
Q3-07
4.3600
FY07
USD
*
NA
NA
Kevin Pollard Oceaneering International, Inc. : A OVERWEIGHT 0.8600
Deepwater Growth Story; Initiate at
OW
Q2-07
0.8200
Q3-07
3.0500
FY07
USD
*
NA
NA
Q2-07
0.1300
Q3-07
0.5100
FY07
USD
*
NA
NA
Q2-07
0.4200
Q3-07
1.9000
FY07
USD
*
NA
NA
0.4300
Q2-07
0.5400
Q3-07
2.1600
FY07
USD
*
NA
NA
OfficeMax Inc. : New COO;
OVERWEIGHT 0.3500
Overweight - ALERT
OfficeMax Inc. : Boise Transaction: OVERWEIGHT 0.3500
Reminder of Potential Value for
OMX - Overweight
Q2-07
0.6400
Q3-07
2.3200
FY07
USD
*
NA
NA
Q2-07
0.6400
Q3-07
2.3200
FY07
USD
*
NA
NA
24-Jul-07
KATHERINE
LUCAS
24-Jul-07
KATHERINE
LUCAS
Odyssey HealthCare, Inc.
Dawn Brock
Office Depot, Inc.
OII
ODSY
Odyssey Healthcare : No Traction UNDERWEIGHT0.1300
Until 2H08; Lowering EPS; Reit. UW
ODP
26-Sep-07 Stephen
Chick
Stephen
Chick
OfficeMax Incorporated
14-Sep-07 Stephen
Chick
7-Sep-07 Stephen
Chick
OXY
Occidental Petroleum : 2Q07
Earnings: Solid Operations, Messy
Number - ALERT
Occidental Petroleum : Outlook
largely unchanged following 2Q07
earnings; adj ests
Oceaneering International
27-Jul-07
Price Target Period
Begin Date End Date
NEUTRAL
Occidental Petroleum Corporation
31-Jul-07
NYX
24-Sep-07 KENNETH
NYSE Euronext : NYSE Cash Equity
WORTHINGTON
and Liffe Derivatives Volumes are
Booming
3-Aug-07 KENNETH
NYSE Euronext : Solid Results,
WORTHINGTON
Merger Integration Process Begins
31-Jul-07 KENNETH
NYSE Euronext : Raising Estimates
WORTHINGTON
on Higher than Expected Proceeds
from LCH.Clearnet Shares
11-Jul-07 KENNETH
NYSE Euronext : Raising Estimates
WORTHINGTON
On Euronext and One-time Events
4-Sep-07
Current Year
EPS
EPS
EPS
Office Depot : Upgrade to
Overweight from Neutral;
Risk/Return
Office Depot : Q207 Update; Adj
Ests
OVERWEIGHT 0.4300
NEUTRAL
OMX
Page 146 of 225
Publish
Date
Certifying
Analyst
6-Sep-07
Stephen
Chick
Stephen
Chick
2-Aug-07
Headline
26-Jul-07
16-Jul-07
Thomas R.
Wadewitz
Q3-07
2.3200
FY07
USD
*
NA
NA
Q2-07
0.6300
Q3-07
2.3500
FY07
USD
*
NA
NA
0.8600
Q2-07
0.9900
Q3-07
3.9800
FY07
USD
*
NA
NA
Old Dominion : Solid 2Q; Growth
OVERWEIGHT 0.5700
Outlook Remains Positive
Old Dominion : Upside 2Q and SolidOVERWEIGHT 0.5800
Outlook; Positive for ODFL Stock ALERT
Old Dominion : Growth and
OVERWEIGHT 0.5500
Resiliency in a Tough Market;
Assuming Coverage and Upgrading
to Overweight
Q2-07
0.5600
Q3-07
2.0300
FY07
USD
*
NA
NA
Q2-07
0.5600
Q3-07
2.0300
FY07
USD
*
NA
NA
Q2-07
0.6200
Q3-07
2.0900
FY07
USD
*
NA
NA
Omega Navigation Enterprises, Inc. OVERWEIGHT 0.2800
: Lowering Est. on Costs;
Long-Term Growth Improves
Omega Navigation Enterprises, Inc. OVERWEIGHT 0.3300
: 2Q07 EPS Misses Est. on Costs;
Reit. OW - ALERT
Q2-07
0.2700
Q3-07
1.0800
FY07
USD
*
NA
NA
Q2-07
0.2700
Q3-07
1.0800
FY07
USD
*
NA
NA
Omnicare Inc. : Loss of UNH Share OVERWEIGHT 0.5100
in Part D Auto-enrollees a Positive
for OCR - ALERT
Omnicare Inc. : Reiterate OW
OVERWEIGHT 0.5100
Rating Following Positive
Developments in 2Q
Q2-07
0.5500
Q3-07
2.1500
FY07
USD
*
NA
NA
Q2-07
0.6100
Q3-07
2.3000
FY07
USD
*
NA
NA
Q2-07
0.5900
Q3-07
2.8700
FY07
USD
*
NA
NA
OIS
29-Aug-07 Jonathan
Chappell
Omnicare, Inc.
Lisa Gill
Omnicom Group Inc.
24-Jul-07
ONAV
OCR
28-Sep-07 Lisa Gill
3-Aug-07
NEUTRAL
ODFL
Omega Navigation Enterprises, Inc.
30-Aug-07 Jonathan
Chappell
Price Target Period
Begin Date End Date
0.6400
Kevin Pollard Oil States International, Inc. :
Recent Acquisitions Drive Upward
Estimate Revisions
Thomas R.
Wadewitz
Thomas R.
Wadewitz
Q2-07
Old Dominion Freight Line
27-Jul-07
Current Year
EPS
EPS
EPS
OfficeMax Inc. : Update: Mgmt Mtg; OVERWEIGHT 0.3500
Overweight
OfficeMax Inc. : Upgrade:
OVERWEIGHT 0.3500
Overweight From Neutral; Valuation
Oil States International, Inc.
2-Aug-07
Rating
Fred W.
Searby
OMC
Omnicom Group : Solid 2Q07
Revenue; Higher Equity in Affiliates
Contribute to EPS Upside
NEUTRAL
0.8200
Page 147 of 225
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Date
Certifying
Analyst
Omniture, Inc.
26-Jul-07
Headline
Omniture, Inc. : 2Q Rev., Profitability
Exceed Expectations; Adj. Est.
OmniVision Technologies, Inc.
Paul Coster
Christopher
Danely
ONEOK, Inc.
6-Aug-07
2-Aug-07
Price Target Period
Begin Date End Date
0.0300
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
0.2100
Q1-08
0.3000
Q2-08
0.9700
FY07
USD
*
NA
NA
0.2100
Q1-08
0.3000
Q2-08
0.9700
FY07
USD
*
NA
NA
0.2100
Q1-08
0.3000
Q2-08
0.9700
FY07
USD
*
NA
NA
0.2100
Q1-08
0.1200
Q2-08
0.5100
FY07
USD
*
NA
NA
0.1100
Q1-08
0.1200
Q2-08
0.5100
FY07
USD
*
NA
NA
0.0900
Q1-08
0.1200
Q2-08
0.5000
FY07
USD
*
NA
NA
OVTI
ONNN
ON Semiconductor Corporation :
Business Continues to Improve,
Raising Estimates
NEUTRAL
0.1700
Q2-07
0.2000
Q3-07
0.7900
FY07
USD
*
NA
NA
ONEOK Inc. : '07 Energy Service
Guidance Looks Achievable
ONEOK Inc. : Weak 2Q07; Lower
Net Income Guidance - ALERT
NEUTRAL
0.3100
Q2-07
NA
Q3-07
2.6000
FY07
USD
*
NA
NA
NEUTRAL
0.3100
Q2-07
NA
Q3-07
2.6000
FY07
USD
*
NA
NA
Onyx Pharmaceuticals : Nexavar
NEUTRAL
gets Positive HCC opinion in EU ALERT
Onyx Pharmaceuticals : No Surprise NEUTRAL
- Nexavar sNDA for HCC gets
Priority Review - ALERT
Onyx Pharmaceuticals : 2Q07
NEUTRAL
beats; Looking ahead to approvals
in HCC; Adj. Ests
-0.2200
Q2-07
-0.1700
Q3-07
-0.6800
FY07
USD
*
NA
NA
-0.2200
Q2-07
-0.1700
Q3-07
-0.6800
FY07
USD
*
NA
NA
-0.2200
Q2-07
-0.4300
Q3-07
-1.5500
FY07
USD
*
NA
NA
OKE
Glenn B.
Mullin
Glenn B.
Mullin
Onyx Pharmaceuticals, Inc.
21-Sep-07 Richard
Smith
20-Aug-07 Richard
Smith
8-Aug-07
NA
OmniVision Technologies : OVTI at OVERWEIGHT
ASIS International - ALERT
OmniVision Technologies :
OVERWEIGHT
Company Visit; Encouraging
OmniVision Technologies : No NewsOVERWEIGHT
is Good News: Reiterate Overweight
OmniVision Technologies : Strong OVERWEIGHT
F1Q and 2Q Guidance; Raising Ests
Sharply
OmniVision Technologies : F1Q08 OVERWEIGHT
Preview - We still Like this One Ahead of Earnings Tonight - ALERT
OmniVision Technologies : A Pretty OVERWEIGHT
Picture: Upgrading to Overweight:
Up Ests
ON Semiconductor Corp.
31-Jul-07
Current Year
EPS
EPS
EPS
OMTR
Imran Khan
8-Aug-07
Rating
Richard
Smith
ONXX.OQ
Page 148 of 225
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Date
Certifying
Analyst
7-Aug-07
Richard
Smith
Opnext, Inc.
Headline
Ehud A.
Gelblum Ph
D
2-Aug-07
Ehud A.
Gelblum Ph
D
Oracle Corporation
Price Target Period
Begin Date End Date
Onyx Pharmaceuticals : 2Q07 Beats NEUTRAL
Ests as Nexavar Ramps - ALERT
-0.4300
Q2-07
-0.4300
Q3-07
-1.5500
FY07
USD
*
NA
NA
Opnext : FQ108 Wrap: Top-Line
Miss Buffeted Below the Line,
Creating $0.01 Beat; Guidance
Slightly Better
Opnext : FQ108 Quick Take:
Revenue Miss Offset by Lower
Opex, Guidance Slightly Better ALERT
NEUTRAL
0.1000
Q1-08
0.0900
Q2-08
0.3800
FY07
USD
*
NA
NA
NEUTRAL
0.0800
Q1-08
0.0900
Q2-08
0.3800
FY07
USD
*
NA
NA
0.4300
Q4-08
0.2600
Q1-09
1.1700
FY07
USD
*
NA
NA
0.4300
Q4-08
0.2600
Q1-09
1.1700
FY07
USD
*
NA
NA
0.4300
Q4-08
0.2600
Q1-09
1.1700
FY07
USD
*
NA
NA
0.4300
Q4-08
NA
Q1-09
1.1700
FY07
USD
*
NA
NA
NEUTRAL
0.2000
Q2-07
0.2000
Q3-07
0.7200
FY07
USD
*
NA
NA
NEUTRAL
0.4500
Q2-07
0.4700
Q3-07
1.7400
FY07
USD
*
NA
NA
Orexigen Therapeutics : Good
OVERWEIGHT -0.6300
Progress in 2Q, Reiterate OW
Orexigen Therapeutics : Phase IIb OVERWEIGHT -0.4700
data on Empatic Positive
Q2-07
-0.5700
Q3-07
-2.2500
FY07
USD
*
NA
NA
Q2-07
-0.5700
Q3-07
-2.2500
FY07
USD
*
NA
NA
Q2-07
0.3000
Q3-07
1.3200
FY07
USD
*
NA
NA
ORCL
21-Sep-07 Adam Holt
20-Sep-07 Adam Holt
18-Sep-07 Adam Holt
Adam Holt
Oracle Corp. : A Great Q1 Sets
OVERWEIGHT
Positive Tone for FY08 - Raising
Estimates
Oracle Corp. : Quick Take--Another OVERWEIGHT
Strong Q1 - ALERT
Oracle Corp. : Q1 Should Set
OVERWEIGHT
Positive Tone for FY08
Oracle Corp. : 11g to Drive Next LegOVERWEIGHT
of Growth
Orbitz Worldwide, Inc.
OWW
Orbitz Worldwide, Inc. : Strong
Growth Priced In; Initiating with
Neutral
O'Reilly Automotive, Inc.
25-Jul-07
Current Year
EPS
EPS
EPS
OPXT
3-Aug-07
12-Jul-07
Rating
Nancy Hoch
ORLY
O'Reilly Automotive : Margin
Rebound In 2Q...But Sales
Disappoint
Orexigen Therapeutics, Inc.
10-Aug-07 Geoffrey
Meacham
24-Jul-07 Geoffrey
Meacham
OSI Pharmaceuticals, Inc.
14-Aug-07 Geoffrey
OREX
OSIP
OSI Pharmaceuticals : Light at the OVERWEIGHT 0.4200
Page 149 of 225
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Date
Certifying
Analyst
Headline
Meacham
31-Jul-07
Geoffrey
Meacham
19-Jul-07
Geoffrey
Meacham
12-Jul-07
Geoffrey
Meacham
Jonathan
Chappell
Owens-Illinois, Inc.
Shank
27-Jul-07 Claudia K.
Shank
Shank
Q3-07
1.0100
FY07
USD
*
NA
NA
Q2-07
0.2200
Q3-07
1.0100
FY07
USD
*
NA
NA
Q2-07
0.2300
Q3-07
1.0500
FY07
USD
*
NA
NA
Q2-07
1.3200
Q3-07
6.8000
FY07
USD
*
NA
NA
0.4500
Q2-07
0.5400
Q3-07
1.8500
FY07
USD
*
NA
NA
O-I : Market Turmoil Shouldn't
OVERWEIGHT 0.8400
"Shatter" This Story
O-I : Still Lots of Levers to Pull;
OVERWEIGHT 0.8400
Raising Ests
O-I : Yes It's True: Big Q2 Beat - PreOVERWEIGHT 0.8400
Call Note
Q2-07
0.5000
Q3-07
2.0000
FY07
USD
*
NA
NA
Q2-07
0.5000
Q3-07
2.0000
FY07
USD
*
NA
NA
Q2-07
0.4700
Q3-07
1.6000
FY07
USD
*
NA
NA
0.3600
Q2-07
0.2500
Q3-07
1.3500
FY07
USD
*
NA
NA
5-Jul-07
0.3600
Q2-07
0.2900
Q3-07
1.3800
FY07
USD
*
NA
NA
PACCAR Inc. : Downgrading to
NEUTRAL 1.1900
Neutral on Revised Truck Recovery
Outlook and Full Valuation
PACCAR Inc. : Raising Estimates OVERWEIGHT 1.1900
on Stronger Revenues
Q2-07
1.2000
Q3-07
5.1000
FY07
USD
*
NA
NA
Q2-07
1.2000
Q3-07
5.1000
FY07
USD
*
NA
NA
OSG
OMI
Owens & Minor, Inc. : 2Q Below our
Expectations; Maintain Neutral
NEUTRAL
OI
P.F. Chang's China Bistro
26-Jul-07
PFCB
John Ivankoe P.F. Chang's China Bistro : PFCB
NEUTRAL
Sales Weaker, but Lower Unit
Development in F08 Encouraging
John Ivankoe P.F. Chang's China Bistro : Solid Pei NEUTRAL
Wei Offset By Bistro Weakness.
Lowering Estimates
PACCAR Inc
Price Target Period
Begin Date End Date
0.2200
Overseas Shipholding Group :
OVERWEIGHT 1.6300
Lowering Est. on Rates, Charter-In
Costs; Reit. OW
Lisa Gill
Q2-07
Owens & Minor, Inc.
25-Jul-07
Current Year
EPS
EPS
EPS
End of the Tunnel; Upgrading to OW
from UW. Raising Estimates.
OSI Pharmaceuticals : 2Q07: Oper.UNDERWEIGHT0.4200
Leverage Drives EPS Beat. Adj.
Ests.
OSI Pharmaceuticals : Modest 2Q UNDERWEIGHT0.1800
Upside Expected from OUS Tarceva
Sales - ALERT
OSI Pharmaceuticals : 2Q US
UNDERWEIGHT0.1900
Tarceva Sales Below Expectations
Overseas Shipholding Group Inc.
27-Jul-07
Rating
PCAR
25-Sep-07 Stephen
Volkmann
CFA
27-Jul-07 Stephen
Volkmann
Page 150 of 225
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Date
27-Jul-07
24-Jul-07
Certifying
Analyst
Headline
CFA
Stephen
Volkmann
CFA
Stephen
Volkmann
CFA
PACCAR Inc. : Raising Estimates
on Stronger Revenues
Brannon
Cook
1-Aug-07
Q3-07
5.1000
FY07
USD
*
NA
NA
PACCAR Inc. : Beats 2Q
OVERWEIGHT 1.0500
Expectations on Higher Revenue ALERT
Q2-07
1.1000
Q3-07
4.8000
FY07
USD
*
NA
NA
Q2-07
0.4500
Q3-07
1.6600
FY07
USD
*
NA
NA
PACR
Pacer International : Intermodal
OVERWEIGHT 0.3500
Revenue Trends Improve; Increased
Confidence in 2H Estimates
PCBC
NEUTRAL
0.4400
Q2-07
0.2700
Q3-07
2.0800
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q2-07
0.2600
Q3-07
2.0800
FY07
USD
*
NA
NA
NEUTRAL
0.4400
Q2-07
0.3900
Q3-07
1.4000
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3900
Q3-07
1.4000
FY07
USD
*
NA
NA
NEUTRAL
0.5200
Q2-07
0.4200
Q3-07
1.8300
FY07
USD
*
NA
NA
Palm Inc. : PALM Tightens F1Q08 UNDERWEIGHT0.1200
Guidance; Adj. Ests
Palm Inc. : Resuming Coverage; UNDERWEIGHT0.0100
Adjusting Ests.
Q4-08
0.0900
Q1-09
0.3900
FY07
USD
*
NA
NA
Q4-07
-8.800
Q1-08
-8.600
FY07
USD
*
NA
NA
Q2-07
0.2500
Q3-07
1.0800
FY07
USD
*
NA
NA
Packaging Corporation of America
Claudia K.
Shank
18-Jul-07
Claudia K.
Shank
Pactiv Corporation
24-Jul-07
Palm, Inc.
Claudia K.
Shank
Price Target Period
Begin Date End Date
1.2000
John Pancari Pacific Capital Bancorp : 2Q Call
Follow-Up: Core Trends
Encouraging, But Visibility Limited
John Pancari Pacific Capital Bancorp : Noisy 2Q
Marked by 1Q Restatement and
Sale of Loan Portfolios, But Core
Trends Solid - ALERT
19-Jul-07
Q2-07
Pacific Capital Bancorp
2-Aug-07
Current Year
EPS
EPS
EPS
OVERWEIGHT 1.1900
Pacer International, Inc.
8-Aug-07
Rating
PKG
Packaging Corp. of America :
Estimates Up on 2Q Beat, Improved
Pricing Outlook
Packaging Corp. of America :
Pre-Call Note: 2Q Tops Street;
Outlook OK
PTV
Pactiv Corp : Adj Ests for Q2 Beat
and Prairie Acquisition
PALM
Pan American Silver Corp.
PAAS
14-Aug-07 John Bridges Pan American Silver : Quick Q2'07: OVERWEIGHT 0.3800
Page 151 of 225
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Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Inventory backs up: mild negative ALERT
Panera Bread Company
25-Jul-07
Steven Rees
5-Jul-07
Steven Rees
0.4000
Q2-07
0.3400
Q3-07
1.7500
FY07
USD
*
NA
NA
0.3900
Q2-07
0.4700
Q3-07
2.0600
FY07
USD
*
NA
NA
NEUTRAL
0.2800
Q3-07
0.4100
Q4-07
1.1700
FY07
USD
*
NA
NA
NEUTRAL
1.8200
Q4-08
1.6900
Q1-09
7.5000
FY07
USD
*
NA
NA
OVERWEIGHT 2.3900
Q2-07
2.1600
Q3-07
9.7700
FY07
USD
*
NA
NA
Kevin Pollard Patterson-UTI Energy, Inc. : PTEN UNDERWEIGHT0.6400
Posts Good Quarter in a Weakening
Market
Q2-07
0.5700
Q3-07
2.4600
FY07
USD
*
NA
NA
Parametric Technology
6-Jul-07
PNRA
Panera Bread : 2Q Margins Weak;
NEUTRAL
2H07 Margin Outlook Lower Despite
Improving Comps; Reducing Ests
Panera Bread : Comp Stabilization
NEUTRAL
Encouraging, But AWS Trends Still
a Concern
P. Sterling
Auty II
PMTC
Parametric Technology Corp. : Q3
Sees Big License Shortfall;
Lowering Est.
Parker-Hannifin Corporation
8-Aug-07
Stephen
Volkmann
CFA
PartnerRe Ltd.
PRE
21-Aug-07 Matthew
Heimermann
PartnerRe Ltd. : Reserve
Disclosures Argue For Better
Valuation
Patterson-UTI Energy, Inc.
2-Aug-07
Paychex, Inc.
PTEN
PAYX
27-Sep-07 Tien-Tsin
Huang
13-Jul-07
PH
Parker Hannifin : Waiting for the
Next Chapter; Assuming Coverage
with Neutral
Tien-Tsin
Huang
PDL BioPharma Inc.
Paychex Inc : F1Q08 First Look:
Payroll Growth and Lower Guidance
Likely to Weigh on the Stock ALERT
Paychex Inc : Dividend Hike,
Buyback Authorization - Incremental
Positives
NEUTRAL
0.4100
Q4-08
0.4500
Q1-09
1.5900
FY07
USD
*
NA
NA
NEUTRAL
0.4100
Q4-08
0.4500
Q1-09
1.5900
FY07
USD
*
NA
NA
PDLI
Page 152 of 225
Publish
Date
Certifying
Analyst
Headline
29-Aug-07 Geoffrey
Meacham
2-Aug-07 Geoffrey
Meacham
24-Jul-07
Q3-07
0.5400
FY07
USD
*
NA
NA
Q2-07
0.1000
Q3-07
0.5300
FY07
USD
*
NA
NA
0.6000
Q3-07
2.0300
FY07
USD
*
NA
NA
NEUTRAL
0.4700
Q2-07
0.6000
Q3-07
2.0300
FY07
USD
*
NA
NA
NEUTRAL
0.0500
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
OVERWEIGHT 0.4200
Q2-07
0.4200
Q3-07
1.4700
FY07
USD
*
NA
NA
KENNETH
Penson Worldwide : 2Q07 Earnings OVERWEIGHT 0.2800
WORTHINGTON
In-Line With Revised Guidance
KENNETH
Penson Worldwide : PNSN Conf
OVERWEIGHT 0.2900
WORTHINGTON
Call Answers Questions, Raises
Others -- Mgmt Credibility Impaired
Q2-07
0.2900
Q3-07
1.2000
FY07
USD
*
NA
NA
Q2-07
0.3000
Q3-07
1.2200
FY07
USD
*
NA
NA
Q2-07
0.5400
Q3-07
2.0000
FY07
USD
*
NA
NA
Q2-07
0.5400
Q3-07
2.0000
FY07
USD
*
NA
NA
Q2-07
0.5000
Q3-07
1.6000
FY07
USD
*
NA
NA
Penske Automotive Group, Inc.
Edward
Yruma
Pentair, Inc.
PAG
Penske Automotive Group, Inc. :
2Q: Transition Phase, Margins >
Investment
Penson Worldwide, Inc.
24-Jul-07
0.1200
Q2-07
Pennsylvania REIT : Model
Adjustment
Pennsylvania REIT : Q2 Slightly
Ahead; Guidance Unchanged
Pennsylvania REIT : Model
Adjustment
25-Jul-07
Q2-07
0.4000
PEI
6-Jul-07
Price Target Period
Begin Date End Date
NEUTRAL
Pennsylvania R.E.I.T.
3-Aug-07
BTU
John Bridges Peabody Energy : Wrap Q2'07:
Teflon coated no more; adjusting
earnings
John Bridges Peabody Energy : Quick Q2'07:
2007 a building year? - ALERT
23-Aug-07 Michael
Mueller
31-Jul-07 Michael
Mueller
17-Jul-07 Michael
Mueller
1-Aug-07
Current Year
EPS
EPS
EPS
PDL BioPharma : Downgrading on
NEUTRAL 0.3000
Less Attractive Risk-Reward
PDL BioPharma : Strong 2Q and
OVERWEIGHT 0.2600
Upside Nuvion Enrollment, Adj Ests
Peabody Energy Corporation
25-Jul-07
Rating
PNSN
PNR
Curtis
Woodworth
Curtis
Woodworth
PepsiAmericas, Inc.
10-Aug-07 Dara W.
Pentair : Execution Improving
OVERWEIGHT 0.6200
Across the Board; Reit OW
Pentair : 2Q EPS of $0.62 is a $0.04OVERWEIGHT 0.5900
Beat; Solid Organic Growth and
Margins in both Water & Tech
Products - ALERT
PAS
PepsiAmericas : Upgrading
NEUTRAL
0.6100
Page 153 of 225
Publish
Date
30-Jul-07
6-Jul-07
Certifying
Analyst
Mohsenian
Dara W.
Mohsenian
Dara W.
Mohsenian
PepsiCo, Inc.
24-Jul-07
23-Jul-07
20-Jul-07
Headline
30-Jul-07
Q3-07
1.4000
FY07
USD
*
NA
NA
Q2-07
0.4500
Q3-07
1.4000
FY07
USD
*
NA
NA
Q2-07
0.9800
Q3-07
3.3500
FY07
USD
75.00
3-Jan-07
Jan-08
Q2-07
0.9800
Q3-07
3.3500
FY07
USD
75.00
3-Jan-07
Jan-08
Q2-07
0.9800
Q3-07
3.3500
FY07
USD
75.00
3-Jan-07
Jan-08
Q2-07
0.3600
Q3-07
1.3500
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.3500
FY07
USD
*
NA
NA
0.1800
Q2-07
0.2200
Q3-07
0.8400
FY07
USD
*
NA
NA
Petrohawk Energy : New
OVERWEIGHT 0.1700
Fayetteville Shale Acreage
Improves Long-Term Production
Growth Outlook
Petrohawk Energy : Increasing
OVERWEIGHT 0.1700
Position in its Focus Areas - ALERT
Petrohawk Energy : Upgrading On OVERWEIGHT 0.1700
Strategic Changes And Improving
Asset Base
Q2-07
0.2000
Q3-07
0.6900
FY07
USD
*
NA
NA
Q2-07
0.2000
Q3-07
0.6900
FY07
USD
*
NA
NA
Q2-07
0.2000
Q3-07
0.6900
FY07
USD
*
NA
NA
PetSmart, Inc. : Solid 2Q; Expect
Short-Term Noise in 3Q, But
Fundamentals As Strong As Ever
Q2-08
0.3000
Q3-08
1.6800
FY07
USD
*
NA
NA
PEP
John
Faucher
John
Faucher
John
Faucher
Stephen
Chick
Stephen
Chick
Christine
Pezino
4-Sep-07
Brian L.
Kuzma
8-Aug-07
Brian L.
Kuzma
Brian L.
Kuzma
PetSmart, Inc.
Price Target Period
Begin Date End Date
0.4500
PepsiCo : Q2 EPS Ahead of
OVERWEIGHT 0.8900
PepsiCo : Reading The Print: What OVERWEIGHT 0.8900
To Look For In PEP's Q2
PepsiCo : Tough Comps, But Q2 OVERWEIGHT 0.8900
Should be Fine for PEP
PFGC
Performance Foods : Management OVERWEIGHT 0.3700
Mtg; Overweight
Performance Foods : Upgrade To OVERWEIGHT 0.3700
Overweight From Neutral;
Risk/Return
PER
Perot Systems : Another In-line
Quarter; Adjusting Estimates
Petrohawk Energy Corporation
30-Jul-07
Q2-07
Perot Systems Corporation
1-Aug-07
Current Year
EPS
EPS
EPS
PepsiAmericas to a Neutral
PepsiAmericas : Raising EPS
UNDERWEIGHT0.6100
Significantly After Strong Q2 EPS
PepsiAmericas : Adjusting QuarterlyUNDERWEIGHT0.4800
EPS: Raised Q2 Estimate Offsets
Expected H2 Dilution from Sandora
Performance Food Group
7-Sep-07
Rating
NEUTRAL
HK
PETM
OVERWEIGHT 0.3600
Page 154 of 225
Publish
Date
Pfizer Inc.
19-Jul-07
18-Jul-07
Certifying
Analyst
Pfizer Inc. : Model Adjustments After NEUTRAL
2Q07 Earnings
Pfizer Inc. : Early Read on 2Q07
NEUTRAL
Results
Andrew
Smith
Philippine Long Distance Telephone Co.
Price Target Period
Begin Date End Date
Luis A.
Hilado
Phillips-Van Heusen Corporation
23-Aug-07 Robert
Samuels
Photronics, Inc.
0.4200
Q2-07
0.5100
Q3-07
2.1700
FY07
USD
*
NA
NA
0.5000
Q2-07
0.5100
Q3-07
2.1700
FY07
USD
*
NA
NA
0.7000
Q2-07
NA
Q3-07
2.7000
FY07
USD
*
NA
NA
NA
Q2-07
NA
Q3-07 190.7400 FY07
PHP
3300.00
11-Apr-07
Jun-08
NA
Q2-07
NA
Q3-07 192.2000 FY07
PHP
3300.00
11-Apr-07
Jun-08
OVERWEIGHT 0.6800
Q2-08
1.0400
Q3-08
3.0800
FY07
USD
*
NA
NA
OVERWEIGHT 0.6800
Q2-08
1.0400
Q3-08
3.0800
FY07
USD
*
NA
NA
NEUTRAL
TEL.PS
Philippine Long Distance TelephoneOVERWEIGHT
Co. (PLDT) : SMS lottery game Discretion is better?
Philippine Long Distance TelephoneOVERWEIGHT
Co. (PLDT) : Acquires broadcast
license and launches mobile TV =>
scenario analysis
23-Aug-07 Robert
Samuels
PVH.N
Phillips-Van Heusen : Another
Better than Expected Quarter;
Reiterate OW - ALERT
Phillips-Van Heusen :
Housekeeping; Raising Estimates
PLAB
Photronics Inc : F3Q07 Earnings Slight Beat, Relatively Flat Outlook,
Adj Ests.
NEUTRAL
0.0500
Q3-07
0.1900
Q4-07
0.4800
FY07
USD
*
NA
NA
Piedmont Natural Gas Co. Inc. : In
NEUTRAL
Line F3Q07 Results
Piedmont Natural Gas Co. Inc. : In
NEUTRAL
Line F3Q07, Reaffirms F2007
Guidance - Neutral - ALERT
Piedmont Natural Gas Co. Inc. :
NEUTRAL
Expected to Report F3Q07 Earnings
on 9/7/07 - ALERT
-0.1200
Q3-07
NA
Q4-07
1.4500
FY07
USD
*
NA
NA
-0.1000
Q3-07
NA
Q4-07
1.4500
FY07
USD
*
NA
NA
-0.1000
Q3-07
NA
Q4-07
1.4500
FY07
USD
*
NA
NA
Piedmont Natural Gas Company, Inc.
14-Sep-07 Glenn B.
Mullin
7-Sep-07 Glenn B.
Mullin
6-Sep-07
Current Year
EPS
EPS
EPS
PCG
PG&E Corp. : Expect Strong 2Q07
Results to Drive Relative
Outperformance Today - ALERT
24-Sep-07 Luis A.
Hilado
25-Jul-07
Rating
PFE
Roberto
Cuca
Roberto
Cuca
PG&E Corporation
7-Aug-07
Headline
Glenn B.
Mullin
PNY
Page 155 of 225
Publish
Date
Certifying
Analyst
Headline
Pike Electric Corporation
29-Aug-07 Curtis
Woodworth
Harry C.
Curtis
7-Aug-07
Harry C.
Curtis
7-Aug-07
Rodney
Clayton
NA
Q1-09
0.7500
FY07
USD
*
NA
NA
7-Aug-07
Rodney
Clayton
3-Jul-07
Rodney
Clayton
NEUTRAL
OVERWEIGHT 0.9400
Q3-07
1.0400
Q4-07
1.3900
FY07
USD
45.00
14-Sep-06
Dec-07
OVERWEIGHT 0.9400
Q3-07
1.0400
Q4-07
1.3900
FY07
USD
45.00
14-Sep-06
Dec-07
OVERWEIGHT 0.8600
Q3-07
1.2900
Q4-07
1.5500
FY07
USD
45.00
14-Sep-06
Dec-07
OVERWEIGHT 0.8600
Q3-07
1.2900
Q4-07
1.5500
FY07
USD
45.00
14-Sep-06
Dec-07
Pinnacle Entertainment : Reducing OVERWEIGHT 0.2200
07 Estimates Moderately But
Significant Long Term Value
Pinnacle Entertainment : In-line 2Q; OVERWEIGHT 0.1900
St. Louis County Delay Likely
Depresses NT Sentiment, but LT
Thesis Unchanged
Q2-07
0.2800
Q3-07
0.8400
FY07
USD
*
NA
NA
Q2-07
0.2800
Q3-07
0.8400
FY07
USD
*
NA
NA
PPC
Pilgrim's Pride : Much Ado About
Breast Prices; Keep OW
Pilgrim's Pride : Panic Selling Has
PPC at April 06 Levels - Really
Pilgrim's Pride : Quick Take on
3Q07 Results
Pilgrim's Pride : A Make or Break
Quarter (3Q Out Tomorrow)?
PNK
PXD
Pioneer Natural Resources :
Changing Estimates Following
Conference Call
Pioneer Natural Resources : Q2
First Take - Slightly Negative ALERT
Plains Exploration & Production Company
14-Aug-07 Rodney
Clayton
Price Target Period
Begin Date End Date
Q4-08
Pioneer Natural Resources
10-Aug-07 Rodney
Clayton
0.1800
Pinnacle Entertainment, Inc
8-Aug-07
Current Year
EPS
EPS
EPS
PEC
Pike Electric : Reit. Neutral as
Organic Growth Trends Remain
Muted & Labor Costs Continue to
Restrict Margins
Pilgrim's Pride Corporation
20-Sep-07 Pablo E.
Zuanic
3-Aug-07 Pablo E.
Zuanic
31-Jul-07 Pablo E.
Zuanic
30-Jul-07 Pablo E.
Zuanic
Rating
NEUTRAL
0.5200
Q2-07
NA
Q3-07
2.1300
FY07
USD
*
NA
NA
NEUTRAL
0.6000
Q2-07
NA
Q3-07
2.1300
FY07
USD
*
NA
NA
NEUTRAL
0.3500
Q2-07
NA
Q3-07
1.4200
FY07
USD
*
NA
NA
NEUTRAL
0.3000
Q2-07
NA
Q3-07
1.4200
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q2-07
0.5500
Q3-07
1.5300
FY07
USD
*
NA
NA
PXP
Plains Exploration & Production :
Updating Estimates Following
Conference Call and Acquisitions
Earnings Above Consensus, and
Near-Term Upside Driven by
Deepwater Drilling - ALERT
Reaping the Benefits of Exploration
Page 156 of 225
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Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
JV with McMoRan - ALERT
Plantronics, Inc.
PLT
25-Jul-07
Paul Coster
23-Jul-07
Paul Coster
Plantronics Inc : 1Q08 Results:
Progress But Uncertainty
Plantronics Inc : 1Q08 Preview: Still
Sidelined
NEUTRAL
0.3700
Q1-08
0.3400
Q2-08
1.3400
FY07
USD
*
NA
NA
NEUTRAL
0.2800
Q1-08
0.3400
Q2-08
1.3400
FY07
USD
*
NA
NA
Platinum Underwriter Holdings, Ltd.
: Adjusting Up 2007-2008 EPS For
Mix Changes
Platinum Underwriter Holdings, Ltd.
: 2Q EPS Higher/Margins In-Line,
Competition Hits Top-Line
NEUTRAL
1.2700
Q2-07
0.9500
Q3-07
4.5300
FY07
USD
*
NA
NA
NEUTRAL
1.2700
Q2-07
0.9300
Q3-07
4.4200
FY07
USD
*
NA
NA
Plexus : A bit more military, but not
much new otherwise
NEUTRAL
0.3300
Q3-07
0.4500
Q4-07
1.3000
FY07
USD
*
NA
NA
NEUTRAL
0.3300
Q2-07
0.4600
Q3-07
1.5200
FY07
USD
*
NA
NA
NEUTRAL
0.3300
Q2-07
0.4600
Q3-07
1.5200
FY07
USD
*
NA
NA
NEUTRAL
0.1300
Q2-07
NA
Q3-07
1.8500
FY07
USD
*
NA
NA
NEUTRAL
0.1300
Q2-07
NA
Q3-07
1.8500
FY07
USD
*
NA
NA
NEUTRAL
0.1300
Q2-07
NA
Q3-07
1.8500
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
1.8500
FY07
USD
*
NA
NA
NA
0.8200
Q1-08
NA
Q2-08
NA
FY07
USD
*
NA
NA
Platinum Underwriters Holdings, Ltd.
26-Jul-07
Matthew
Heimermann
25-Jul-07
Matthew
Heimermann
Plexus Corp.
26-Jul-07
PLXS
Thomas
Dinges
Plum Creek Timber Co. Inc.
Shank
Shank
PNM Resources, Inc.
18-Sep-07 Rajeev
Lalwani
5-Sep-07
Rajeev
Lalwani
3-Aug-07
Rajeev
Lalwani
2-Jul-07
Rajeev
Lalwani
PCL
Plum Creek Timber : Lake States
Tour Showcases Value Potential
Plum Creek Timber : In-Line 2Q;
Modestly Trimming FY08 Estimate
PNM
PNM Resources Inc : Regulatory
Environment in NM Remains the
Focus; Adjusting Estimates
PNM Resources Inc : More Delays
in Rate Case, But Largely Reflected
in Valuation - ALERT
PNM Resources Inc : '07 Guidance
Lowered and 2Q Falls Short of Ests.
- ALERT
PNM Resources Inc : Gas Rate
Outcome Below Expectations;
Weakens Outlook for Electric Case
Polo Ralph Lauren Corporation
8-Aug-07
PTP
Lorraine
RL.N
RETAIL-SPECIALTY:Bull/Bear
Page 157 of 225
Publish
Date
Certifying
Analyst
Maikis
Headline
Polypore International, Inc.
3-Aug-07
Curtis
Woodworth
20-Jul-07
Curtis
Woodworth
Price Target Period
Begin Date End Date
PPO
Polypore International : Lithium
Limps Ahead
Polypore : We Trim Estimates
OVERWEIGHT -0.0400
Q2-07
0.0500
Q3-07
0.3500
FY07
USD
*
NA
NA
OVERWEIGHT -0.0400
Q2-07
0.1000
Q3-07
0.5000
FY07
USD
*
NA
NA
Polypore : PPO Reports 2Q:07
Results: Negative - ALERT
OVERWEIGHT -0.0400
Q2-07
0.1000
Q3-07
0.5000
FY07
USD
*
NA
NA
SCP Pool Corporation : Investor
Day Highlights Solid Execution In
Challenging Environment; Adjusting
Ests. For Lower Guidance
SCP Pool Corporation : Board
Approves $100M Expansion in
Share Repurchase Program ALERT
SCP Pool Corporation : Maintain
FY07 EPS Ests. On Inline Quarter;
Reiterate Neutral on Valuation
NEUTRAL
1.1200
Q2-07
0.4300
Q3-07
1.5000
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
0.6800
Q3-07
1.8000
FY07
USD
*
NA
NA
NEUTRAL
1.1200
Q2-07
0.6500
Q3-07
1.8000
FY07
USD
*
NA
NA
Portland General Electric Co. :
UNDERWEIGHT0.5000
Raising 2007 Guidance on Strong
2Q07 Results - ALERT
Q2-07
NA
Q3-07
1.7000
FY07
USD
*
NA
NA
UNDERWEIGHT0.0200
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Post Properties : 2Q beats on gains;UNDERWEIGHT0.0200
core decelerates but doesn't drop off
cliff
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
0.8800
Q2-07
0.5900
Q3-07
2.6700
FY07
USD
*
NA
NA
0.8000
Q2-07
0.5900
Q3-07
2.6700
FY07
USD
*
NA
NA
Portland General Electric Company
Nikki
Edgecombe
Post Properties, Inc.
17-Aug-07 Anthony
Paolone
31-Jul-07 Anthony
Paolone
POR
PPS
Post Properties : Model Update
Potash Corp./Saskatchewan (USA)
27-Jul-07
David Silver
26-Jul-07
David Silver
Power-One, Inc.
POOL
24-Sep-07 Curtis
Woodworth
30-Jul-07
Current Year
EPS
EPS
EPS
analysis
Zekauskas
9-Aug-07 Jeffrey J.
Zekauskas
8-Aug-07 Jeffrey J.
Zekauskas
Pool Corporation
Rating
POT
Potash Corp. : Growing Season; We NEUTRAL
Raise Estimates
Potash Corp. : 2Q POT Results
NEUTRAL
Exceed Estimates - ALERT
PWER
Page 158 of 225
Publish
Date
Certifying
Analyst
27-Jul-07
Thomas
Dinges
Headline
Kimberly
Watkins
Praxair, Inc.
26-Jul-07
24-Jul-07
Q3-07
-0.3300
FY07
USD
*
NA
NA
-0.1600
Q2-07
-0.0600
Q3-07
-0.3800
FY07
USD
*
NA
NA
OVERWEIGHT 0.8900
Q2-07
0.9000
Q3-07
3.5500
FY07
USD
*
NA
NA
Precision Castparts : Continues to OVERWEIGHT 1.6100
Forge Ahead; Raising Estimates
Precision Castparts : First Look at OVERWEIGHT 1.4800
Q1 Earnings - ALERT
Q1-08
1.5900
Q2-08
6.5000
FY07
USD
*
NA
NA
Q1-08
1.5900
Q2-08
6.5000
FY07
USD
*
NA
NA
Praxair : Roles to Reverse
Joseph B.
Nadol
Joseph B.
Nadol
Dara W.
Mohsenian
Michael K.
LaMotte
Jimmy
Bhullar
PrivateBancorp, Inc.
28-Aug-07 Steven
Alexopoulos
2-Aug-07
NEUTRAL
PX
Jeffrey J.
Zekauskas
PCP
Steven
Alexopoulos
PBH
Prestige Brands : Q1 EPS In Line,
But Low Quality
NEUTRAL
0.1700
Q1-08
0.1800
Q2-08
0.7500
FY07
USD
*
NA
NA
NEUTRAL
0.7100
Q2-07
0.9000
Q3-07
3.1000
FY07
USD
*
NA
NA
Principal Financial Group : Strong UNDERWEIGHT1.0500
EPS, Lackluster Sales and Net
Flows
Q2-07
1.0200
Q3-07
3.8600
FY07
USD
*
NA
NA
Q2-07
0.4400
Q3-07
1.7000
FY07
USD
*
NA
NA
Q2-07
0.4400
Q3-07
1.7000
FY07
USD
38.00
2-Jul-07
Jul-08
PDE
Pride International Inc. : Growth in
Place, Land Sale Approaches
Principal Financial Group, Inc.
31-Jul-07
PWAV
Powerwave Technologies : Q207
Wrap: Revenue Upside + Expenses
In-Check = First Signs Restructuring
Taking Hold; Adj Ests
Pride International, Inc.
3-Aug-07
Price Target Period
Begin Date End Date
-0.0600
Prestige Brands Holdings, Inc.
7-Aug-07
Q2-07
Precision Castparts Corp.
25-Jul-07
Current Year
EPS
EPS
EPS
Power-One Inc. : Still tough going; UNDERWEIGHT-0.1000
Adjusting Estimates
Powerwave Technologies, Inc.
31-Jul-07
Rating
PFG
PVTB
PrivateBancorp, Inc. : Removing
OVERWEIGHT 0.4000
From Focus List on Sharp Price
Appreciation, Maintain OW on
LaSalle Opportunity
PrivateBancorp, Inc. : Investor
OVERWEIGHT 0.4000
Meeting Highlights: Management Is
Focused on Restarting the Growth
Engine, Reiterate OW
Page 159 of 225
Publish
Date
Certifying
Analyst
23-Jul-07
Steven
Alexopoulos
23-Jul-07
Steven
Alexopoulos
Headline
Q3-07
1.7000
FY07
USD
38.00
2-Jul-07
Jul-08
Q2-07
0.4400
Q3-07
1.7000
FY07
USD
38.00
2-Jul-07
Jul-08
0.5500
Q2-07
NA
Q3-07
2.7000
FY07
USD
*
NA
NA
ProLogis : Raising estimates
OVERWEIGHT 1.5000
following MPR loan conversion;
Announces new funds
ProLogis : Q2 well ahead on CDFS OVERWEIGHT 1.5000
margins; Guidance/estimates may
move up again
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
0.5200
Q2-07
0.5400
Q3-07
2.1100
FY07
USD
*
NA
NA
0.5100
Q2-07
0.5400
Q3-07
2.1100
FY07
USD
*
NA
NA
NEUTRAL
0.9100
Q2-07
0.9300
Q3-07
4.0000
FY07
USD
*
NA
NA
NEUTRAL
0.5300
Q2-07
0.6100
Q3-07
2.2700
FY07
USD
*
NA
NA
Prudential Financial : Sub-prime a OVERWEIGHT 1.8700
Concern, but Business Outlook
Positive
Q2-07
1.8100
Q3-07
7.2900
FY07
USD
*
NA
NA
PGN
Progress Energy : 2Q Results about
in Line after Adjustments;
Reaffirmed 2007 Guidance - ALERT
ProLogis
PLD
Prosperity Bancshares, Inc.
23-Jul-07
20-Jul-07
3-Aug-07
PRSP
Jimmy
Bhullar
PL
Protective Life : In-Line EPS, Strong
Sales; Our Outlook is Mixed
Provident Bankshares Corporation
19-Jul-07
PBKS
John Pancari Provident Bankshares : Relatively
Mixed 2Q Results - ALERT
Prudential Financial, Inc.
2-Aug-07
NEUTRAL
John Pancari Prosperity Bancshares : 2Q Call
NEUTRAL
Recap: Outlook Remains Favorable,
But Valuation Fair; Reiterate Neutral
John Pancari Prosperity Bancshares : Essentially NEUTRAL
In-Line 2Q; Trends Mixed - ALERT
Protective Life Corp.
Jimmy
Bhullar
Price Target Period
Begin Date End Date
0.4400
Andrew
Smith
Michael
Mueller
Q2-07
8-Aug-07
27-Jul-07
Current Year
EPS
EPS
EPS
PrivateBancorp, Inc. : 2Q07 First
OVERWEIGHT 0.3700
Look; 2Q07 Results Generally In
Line with Earlier Preannouncement ALERT
PrivateBancorp, Inc. : 2Q07 Post OVERWEIGHT 0.3700
Call; With a Tough 2Q Now Behind
the Company, It's Time to Look
Forward, Reiterate OW
Progress Energy, Inc.
20-Aug-07 Michael
Mueller
Rating
PRU
Page 160 of 225
Publish
Date
Certifying
Analyst
Headline
PS Business Parks, Inc.
10-Aug-07 Michael
Mueller
8-Aug-07 Michael
Mueller
Lisa Gill
20-Jul-07
Lisa Gill
Andreas
Dirnagl
26-Jul-07
Andreas
Dirnagl
Public Storage
Michael
Mueller
3-Aug-07
Michael
Mueller
Puget Energy, Inc.
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
PSSI
PSS World Medical, Inc. : 1Q
Results in line with
Preannouncement; Pedigree Costs
Not Material Going Forward
PSS World Medical, Inc. : Lowering
Q1 Numbers with
Pre-Announcement: Look for More
Color with Quarterly Results
NEUTRAL
0.1300
Q1-08
0.2200
Q2-08
0.8200
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q1-08
0.2100
Q2-08
0.8800
FY07
USD
*
NA
NA
Psychiatric Solutions Inc : 2Q07
OVERWEIGHT 0.3700
Results Beat, Should Calm
Investors - ALERT
Psychiatric Solutions Inc :
OVERWEIGHT 0.3700
Operations Solidly on Track; PSYS
Remains a Top Pick
Q2-07
0.4000
Q3-07
1.5200
FY07
USD
*
NA
NA
Q2-07
0.4000
Q3-07
1.5200
FY07
USD
*
NA
NA
Public Storage : Q2 operating FFO OVERWEIGHT
$0.02+ above us; Strategic benefits
materializing
Public Storage : Post-call model
OVERWEIGHT
adjustment
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
0.2500
Q2-07
NA
Q3-07
1.6000
FY07
USD
*
NA
NA
OVERWEIGHT -2.0100
Q2-07
-0.4100
Q3-07
-3.0500
FY07
USD
*
NA
NA
PSYS.OQ
PSD
Nikki
Edgecombe
Pulte Homes, Inc.
26-Jul-07
Price Target Period
Begin Date End Date
PSA
3-Aug-07
6-Aug-07
PSB
Psychiatric Solutions, Inc.
26-Jul-07
Current Year
EPS
EPS
EPS
PS Business Parks : Model
OVERWEIGHT 0.1700
Adjustment
PS Business Parks : Q2 generally OVERWEIGHT 0.1700
in-line; core markets continue to do
well
PSS World Medical, Inc.
26-Jul-07
Rating
Michael
Rehaut
Puget Energy : PCA Mechanism
Boosts 2Q07 Results; 2007
Guidance Reaffirmed - ALERT
NEUTRAL
PHM
Pulte : 2Q Rptd In-Line Following
7/17 Preannouncement; 3Q
Guidance Modestly Encouraging;
Raising Ests.
Page 161 of 225
Publish
Date
Certifying
Analyst
26-Jul-07
Michael
Rehaut
17-Jul-07
Michael
Rehaut
Qimonda AG : Lowering Estimates, OVERWEIGHT -0.6400
Capex Cuts Good, We Wish
Everyone Else Would Cut Too
QLogic Corporation
Mark
Moskowitz
QUALCOMM, Inc.
Price Target Period
Begin Date End Date
Q2-07
-0.4100
Q3-07
-3.0500
FY07
USD
*
NA
NA
Q2-07
0.1500
Q3-07
0.0700
FY07
USD
*
NA
NA
Q3-07
-0.3708
Q4-07
-0.0668
FY07
EUR
*
NA
NA
QLGC
QLogic Corporation : The Road
Ahead: President and CFO Meeting
Highlights Longer-term
Opportunities
QLogic Corporation : Dearth of
Catalysts: Downgrading to Neutral
and Removing from Focus List; Adj.
Ests.
NEUTRAL
0.1600
Q1-08
NA
Q2-08
NA
FY07
USD
*
NA
NA
NEUTRAL
0.1600
Q1-08
0.1900
Q2-08
0.8200
FY07
USD
*
NA
NA
QUALCOMM : Adj Ests
Post-Preannouncement - Solid
Business Fundamentals Still Offset
By Legal Woes; Reit N
QUALCOMM : Incredibly Shrinking
Tax Rate Contributes to Poor
Quality of Earnings Upside - ALERT
QUALCOMM : Lupin Out - Not a
War Time Conciliare - ALERT
NEUTRAL
0.5500
Q3-07
0.4900
Q4-07
1.9600
FY07
USD
*
NA
NA
NEUTRAL
0.5500
Q3-07
0.4900
Q4-07
1.9600
FY07
USD
*
NA
NA
NEUTRAL
0.5500
Q3-07
0.4900
Q4-07
1.9600
FY07
USD
*
NA
NA
QUALCOMM : ITC 20-Year No Veto
Streak Stays Alive - ALERT
NEUTRAL
0.5500
Q3-07
0.4900
Q4-07
1.9600
FY07
USD
*
NA
NA
QUALCOMM : VZ Conf Call
NEUTRAL
Reveals Rationale for BRCM
Settlement but Uncertainties Linger ALERT
QUALCOMM : Broadcom and
NEUTRAL
Verizon Sitting in a Tree... - ALERT
0.5400
Q3-07
0.4700
Q4-07
1.9400
FY07
USD
*
NA
NA
0.5400
Q3-07
0.4700
Q4-07
1.9400
FY07
USD
*
NA
NA
QCOM
26-Sep-07 Ehud A.
Gelblum Ph
D
25-Sep-07 Ehud A.
Gelblum Ph
D
13-Aug-07 Ehud A.
Gelblum Ph
D
7-Aug-07 Ehud A.
Gelblum Ph
D
23-Jul-07 Ehud A.
Gelblum Ph
D
20-Jul-07
Current Year
EPS
EPS
EPS
QI
Shawn
Webster
16-Aug-07 Mark
Moskowitz
27-Jul-07
Rating
Pulte : Post-Call Notes: Free Cash OVERWEIGHT -2.0100
Flow Generation Goals Reiterated;
Maintain Relative OW Rating
Pulte : 2Q Charges Sizeable and OVERWEIGHT -0.1500
Disappointing, Yet Similar to Others
As a Percent of Equity; Lowering
Ests.
Qimonda AG (ADR)
25-Jul-07
Headline
Ehud A.
Gelblum Ph
D
Page 162 of 225
Publish
Date
Certifying
Analyst
Headline
Quality Systems, Inc.
QSII
7-Aug-07
Quality Systems : Slipped Deals
Trigger EPS Miss
Atif Abdul
Rahim
Quanta Services, Inc.
PWR
3-Aug-07
Quanta Services : Transmission
Spending at Inflection Point
Quanta Services : 2Q Clean EPS
Inline; 3Q Guidance Fine But Stock
Could Be Weak on IFS Results ALERT
2-Aug-07
Curtis
Woodworth
Curtis
Woodworth
Quest Software, Inc.
17-Sep-07 Aaron M.
Schwartz
7-Sep-07
Aaron M.
Schwartz
16-Jul-07
Aaron M.
Schwartz
Questar Corporation
5-Sep-07
Glenn B.
Mullin
4-Sep-07
Glenn B.
Mullin
Joseph D.
Allman
Jonathan
Chappell
23-Jul-07
Jonathan
Chappell
OVERWEIGHT 0.2900
Price Target Period
Begin Date End Date
Q1-08
0.3800
Q2-08
1.5000
FY07
USD
*
NA
NA
0.1700
Q2-07
0.2200
Q3-07
0.7400
FY07
USD
*
NA
NA
NEUTRAL
0.1700
Q2-07
0.2200
Q3-07
0.7400
FY07
USD
*
NA
NA
Quest Software : Financial Update: OVERWEIGHT 0.1200
Positive Step Forward, More to
Come
Quest Software : Still on Target,
OVERWEIGHT 0.1200
Update Expected Soon.
Risk-Reward Favors the Upside
Quest Software : Revenue
OVERWEIGHT 0.1200
Diversification Mitigates Oracle
Concerns; Reiterate Overweight
Q2-06
0.1400
Q3-06
0.6500
FY07
USD
*
NA
NA
Q2-06
0.1400
Q3-06
0.6500
FY07
USD
*
NA
NA
Q2-06
0.1400
Q3-06
0.6500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
2.6500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
2.6500
FY07
USD
*
NA
NA
QSFT
STR
Questar Corp. : Pinedale SEIS
OVERWEIGHT 0.6400
Delayed - Minimal Negative Impact ALERT
Questar Corp. : Initial Trail 14D-10H OVERWEIGHT 0.6400
Well Results Positive; Still Early ALERT
KWK
Quicksilver Resources Inc :
Production Drives Earnings Above
Consensus - ALERT
Quintana Maritime Limited
9-Aug-07
Current Year
EPS
EPS
EPS
NEUTRAL
Quicksilver Resources Inc
8-Aug-07
Rating
NEUTRAL
0.3200
Q2-07
NA
Q3-07
1.4700
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q2-07
0.3700
Q3-07
1.3700
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3700
Q3-07
1.3900
FY07
USD
*
NA
NA
QMAR
Quintana Maritime Ltd. : Raising
EPS Estimates Modestly on Higher
Rates
Quintana Maritime Ltd. : Lowering
Est. on Completion of Sale &
Page 163 of 225
Publish
Date
Certifying
Analyst
3-Jul-07
Jonathan
Chappell
Headline
Leaseback
Quintana Maritime Ltd. :
Sale-and-Leaseback would likely
Hurt '08 EPS, but Improve Financial
Flexibility and Fleet Profile
Jonathan
Chaplin
Jonathan
Chaplin
1-Aug-07
Jonathan
Chaplin
Fred W.
Searby
Radio One, Inc.
Q3-07
1.3900
FY07
USD
*
NA
NA
0.1400
Q2-07
0.1700
Q3-07
0.6500
FY07
USD
10.50
2-Aug-07
Aug-08
0.1400
Q2-07
0.1700
Q3-07
0.6500
FY07
USD
10.50
2-Aug-07
Aug-08
0.1400
Q2-07
0.1700
Q3-07
0.6500
FY07
USD
10.50
2-Aug-07
Aug-08
0.1500
Q2-07
0.1700
Q3-07
0.6500
FY07
USD
*
NA
NA
OVERWEIGHT 0.3400
Q2-07
0.3000
Q3-07
1.1900
FY07
USD
*
NA
NA
Radio One Inc : Credit Agreement OVERWEIGHT 0.0200
Amended on Favorable Terms
Radio One Inc : Restating Equity in OVERWEIGHT 0.0200
Loss of Affiliates; Adjusting
Estimates
Q2-07
0.0500
Q3-07
0.1000
FY07
USD
*
NA
NA
Q2-07
0.0500
Q3-07
0.0800
FY07
USD
*
NA
NA
0.2700
Q2-07
0.2400
Q3-07
1.4500
FY07
USD
*
NA
NA
RAIT Financial Trust : Adjusting
OVERWEIGHT 0.8300
Estimates to Reflect Higher
Expected Losses from Asset Sales
and Impairments
RAIT Financial Trust : Lowering
OVERWEIGHT 0.8300
Estimates on Mortgage and
Q2-07
0.7100
Q3-07
3.1200
FY07
USD
*
NA
NA
RAIT Financial Trust
Andrew
Wessel
Q2-07
1.0000
Q3-07
3.7800
FY07
USD
*
NA
NA
RHD
R.H. Donnelley : Acquires
Business.com; Solid 2Q07
RadioShack Corporation
30-Aug-07 Stephen
Chick
3-Aug-07
Q.N
ROIA
25-Sep-07 John
Blackledge
23-Aug-07 John
Blackledge
26-Sep-07 Andrew
Wessel
Price Target Period
Begin Date End Date
0.3700
R.H. Donnelley Corporation
26-Jul-07
Q2-07
Qwest Communications : Three
OVERWEIGHT
Catalysts To Drive Nearly 20%
Upside; One Down, Two to Go ALERT
Qwest Communications :
OVERWEIGHT
Announcement of New CEO
Positive - ALERT
Qwest Communications : Expect
OVERWEIGHT
Catalysts in the Second Half; Adding
to JPM Focus List; $10.50 PT
Qwest Communications : 2Q07
OVERWEIGHT
Quick Take - ALERT
13-Aug-07 Jonathan
Chaplin
2-Aug-07
NEUTRAL
Current Year
EPS
EPS
EPS
0.3600
Qwest Communications International Inc.
4-Sep-07
Rating
RSH
RadioShack : Adj Ests;
Housekeeping
NEUTRAL
RAS
Page 164 of 225
Publish
Date
Certifying
Analyst
2-Aug-07
Andrew
Wessel
1-Aug-07
Andrew
Wessel
23-Jul-07
Andrew
Wessel
11-Jul-07
Andrew
Wessel
Headline
Homebuilder Credit Exposures;
Removing from AFL
RAIT Financial Trust : Liquidity
OVERWEIGHT
Ample, Credit Exposure to Be
Detailed on Conference Call ALERT
RAIT Financial Trust : Spotlight on OVERWEIGHT
Management - Our Expectations for
the Earnings Release and
Conference Call
RAIT Financial Trust : Adjusting 2Q OVERWEIGHT
Estimate Following
Pre-Announcement
RAIT Financial Trust : Our
OVERWEIGHT
Sustainable Dividend Analysis
Indicates Stock Remains
Undervalued - Reiterate OW
Q3-07
3.7800
FY07
USD
45.00
15-Jun-07
Jun-08
0.8800
Q2-07
1.0000
Q3-07
3.7800
FY07
USD
45.00
15-Jun-07
Jun-08
0.9400
Q2-07
1.0000
Q3-07
3.8400
FY07
USD
45.00
15-Jun-07
Jun-08
0.9400
Q2-07
1.0000
Q3-07
3.8400
FY07
USD
45.00
15-Jun-07
Jun-08
NEUTRAL
1.1300
Q3-07
0.6200
Q4-07
3.1000
FY07
USD
*
NA
NA
NEUTRAL
1.0000
Q3-07
0.6200
Q4-07
3.1000
FY07
USD
*
NA
NA
Randgold Resources Ltd : 2Q07
OVERWEIGHT 0.1800
result lower than forecast, stronger
2H07 outlook - ALERT
Q2-07
NA
Q3-07
1.2900
FY07
GBP
1430.00
17-Jul-07
Jul-08
Range Resources Corp : Adjusting OVERWEIGHT 0.4100
Call
Range Resources Corp : Q2 First OVERWEIGHT NA
Take - Neutral - ALERT
Q2-07
NA
Q3-07
1.6200
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.6200
FY07
USD
*
NA
NA
Rayonier : Raising FY07 Forecast OVERWEIGHT 0.5500
Following $47MM Land Sale
Rayonier : Core Businesses RemainOVERWEIGHT 0.5500
Intact; Tweaking Estimates
Q2-07
0.5200
Q3-07
2.0500
FY07
USD
*
NA
NA
Q2-07
0.5200
Q3-07
2.0500
FY07
USD
*
NA
NA
RAH
Randgold Resources Limited
Allan J.
Cooke
Range Resources Corp.
27-Jul-07
Rodney
Clayton
26-Jul-07
Rodney
Clayton
Rayonier Inc.
Price Target Period
Begin Date End Date
1.0000
Ralcorp Holdings Inc : Review of
3Q07 Results
Ralcorp Holdings Inc : Likely To
Beat June Quarter Consensus
Estimates
2-Aug-07
Q2-07
8-Aug-07
6-Jul-07
Current Year
EPS
EPS
EPS
0.8300
Ralcorp Holdings, Inc.
Pablo E.
Zuanic
Pablo E.
Zuanic
Rating
RRS.L
RRC
RYN
Shank
Shank
Page 165 of 225
Publish
Date
Certifying
Analyst
Realty Income Corp
Anthony
Paolone
20-Aug-07 Anthony
Paolone
2-Aug-07 Anthony
Paolone
25-Sep-07 Adam Holt
Adam Holt
Realty Income : Adjusting estimates
after large bond deal
Realty Income : Model Adjustment
NEUTRAL
0.3100
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.3100
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Realty Income : 2Q FFO beat
primarily on higher Crest Net
contribution
NEUTRAL
0.3100
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Red Hat Inc : Several Moving
Pieces in Second Quarter Results
Red Hat Inc : Q2 Quick
Take--Cashflow Recovers, Billings
Still an Issue - ALERT
Red Hat Inc : Mgmt. Meetings Point
to Opportunities & Transitions
NEUTRAL
0.1700
Q2-08
0.1800
Q3-08
0.7100
FY07
USD
*
NA
NA
NEUTRAL
0.1700
Q2-08
0.1800
Q3-08
0.7100
FY07
USD
*
NA
NA
NEUTRAL
0.1700
Q2-08
0.1800
Q3-08
0.7100
FY07
USD
*
NA
NA
NEUTRAL
0.4400
Q2-07
0.4800
Q3-07
1.8800
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
OVERWEIGHT 0.6400
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
OVERWEIGHT 0.6400
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Republic Services Inc : Margins
OVERWEIGHT 0.4200
Expand Impressively, Drive Q2 Beat
- ALERT
Republic Services Inc : Raising
OVERWEIGHT 0.4200
Estimates for Greater Pricing
Leverage
Q2-07
0.4000
Q3-07
1.5300
FY07
USD
*
NA
NA
Q2-07
0.4300
Q3-07
1.6100
FY07
USD
*
NA
NA
Red Robin Gourmet Burgers, Inc.
Price Target Period
Begin Date End Date
RGC
Regal Entertainment Group : Blue
Chip, But Less Upside Potential
Than Peers, Initiate at Neutral
Regency Centers Corporation
2-Aug-07
Michael
Mueller
Michael
Mueller
Republic Services, Inc.
27-Jul-07
Scott Levine
27-Jul-07
Scott Levine
RRGB
Red Robin Gourmet Burgers :
Comp/New Unit Volume Trends
Show Improvement, But Higher F08
Development Adds Risk
Regal Entertainment Group
20-Sep-07 Barton
Crockett
6-Aug-07
Current Year
EPS
EPS
EPS
RHT
26-Sep-07 Adam Holt
2-Aug-07
Rating
O
6-Sep-07
Red Hat, Inc.
Headline
REG
Regency Centers : Model
Adjustment
Regency Centers : Executing on
plan; Deal flow accelerates
RSG
Page 166 of 225
Publish
Date
Certifying
Analyst
Headline
Research In Motion Limited
2-Jul-07
Paul Coster
Rating
Q2-08
0.4800
Q3-08
1.8433
FY07
USD
*
NA
NA
OVERWEIGHT 1.3800
Q2-08
1.4400
Q3-08
5.4500
FY07
USD
*
NA
NA
NA
Q4-08
NA
Q1-09
22.4409
FY07
AUD
6.67
8-Aug-07
Jun-08
NA
Q4-07
NA
Q1-08
NA
FY07
AUD
6.64
26-Jul-07
Jun-08
Q2-07
0.4300
Q3-07
1.6600
FY07
USD
*
NA
NA
Q2-07
0.5100
Q3-07
1.8600
FY07
USD
*
NA
NA
RMD.AX
ResMed Inc : Soft 4Q07 but the
OVERWEIGHT
worst is likely over
ResMed Inc : Respironics 4Q07 is a OVERWEIGHT
positive signal for RMD
Resource Capital Corp.
9-Aug-07
Andrew
Wessel
3-Aug-07
Andrew
Wessel
RSO
Resource Capital : Discount
OVERWEIGHT 0.4300
Valuation and Sustainable Dividend
Create an Attractive Value Story Reiterate OW
Resource Capital : Dividend
OVERWEIGHT 0.4300
Appears Sustainable Even if Asset
Origination Ceases - Reiterate OW
Resources Connection, Inc.
26-Jul-07
12-Jul-07
Michael J.
Fox
Michael J.
Fox
Erik
Bloomquist
9-Jul-07
Erik
Bloomquist
RF Micro Devices, Inc.
Danely
Danely
RECN
Resources Global : FY2007 10K
Review
Resources Global : F4Q07 EPS
Slightly Above Cons., Strong Rev
Growth
Reynolds American, Inc.
25-Jul-07
Price Target Period
Begin Date End Date
OVERWEIGHT 0.4633
8-Aug-07
26-Jul-07
RIMM
Research in Motion : 8820 To
Launch Domestically with AT&T ALERT
Research in Motion : After Math:
Nudging Up Estimates
ResMed Inc. (CHESS)
Alexander
Smith
Alexander
Smith
Current Year
EPS
EPS
EPS
NEUTRAL
0.3700
Q4-08
NA
Q1-09
1.3000
FY07
USD
*
NA
NA
NEUTRAL
NA
Q4-08
NA
Q1-09
1.3000
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
4.4800
FY07
USD
70.00
22-Jan-07
Jan-08
NEUTRAL
1.1400
Q2-07
NA
Q3-07
4.4800
FY07
USD
70.00
22-Jan-07
Jan-08
NEUTRAL
0.0400
Q1-08
0.0600
Q2-08
0.2300
FY07
USD
*
NA
NA
NEUTRAL
0.0400
Q1-08
0.0600
Q2-08
0.2300
FY07
USD
*
NA
NA
RAI
Reynolds American : Weak Q2
Results, Guidance Tightened, No
Buyback Yet - ALERT
Reynolds American : Upgrading
estimates on Conwood strength
RFMD
RF Micro Devices : MOT Orders
Picking Up, Raising Estimates;
Reiterate Neutral
RF Micro Devices : RFMD Acquires
Sirenza Microdevices
Page 167 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
25-Jul-07
Christopher
Danely
RF Micro Devices : Good Revenue
Guidance But Margins Continue to
Decline, Reiterate Neutral
NEUTRAL
0.0400
Q1-08
0.0500
Q2-08
0.2300
FY07
USD
*
NA
NA
NEUTRAL
-0.1000
Q2-08
-0.0600
Q3-08
-0.1400
FY07
USD
*
NA
NA
OVERWEIGHT 0.4400
Q2-07
0.4700
Q3-07
1.8200
FY07
USD
*
NA
NA
OVERWEIGHT 0.4400
Q2-07
0.5000
Q3-07
1.8700
FY07
USD
*
NA
NA
Rite Aid Corporation
28-Sep-07 Lisa Gill
25-Jul-07
Michael J.
Fox
Michael J.
Fox
Rock-Tenn
25-Jul-07
25-Jul-07
Rite Aid : 2Q08 a Mixed Bag;
Maintain Neutral Rating
RKT
Claudia K.
Shank
Claudia K.
Shank
Rock-Tenn : RKT Beats the Street
Again; Adjusting Estimates
Rock-Tenn : Pre-Call Note: RKT
Beats Street Again in Fiscal 3Q
NEUTRAL
0.6400
Q3-07
0.5500
Q4-07
2.1600
FY07
USD
*
NA
NA
NEUTRAL
0.6400
Q4-07
0.6500
Q4-07
2.1500
FY07
USD
*
NA
NA
1.0700
Q3-07
1.0400
Q4-07
3.6800
FY07
USD
*
NA
NA
1.0700
Q3-07
1.0400
Q4-07
3.6800
FY07
USD
*
NA
NA
1.0700
Q3-07
1.0500
Q4-07
3.6800
FY07
USD
*
NA
NA
0.9300
Q3-07
NA
Q4-07
3.6200
FY07
USD
*
NA
NA
0.9300
Q3-07
NA
Q4-07
3.6200
FY07
USD
*
NA
NA
0.8400
Q3-07
0.9000
Q4-07
3.4000
FY07
USD
*
NA
NA
Rockwell Automation
ROK
Rockwell Automation : GM/UAW
NEUTRAL
Deal a Positive - ALERT
Rockwell Automation : Great
NEUTRAL
Franchise With Attractive Long Term
Potential, But Downgrading To
Neutral Following Recent
Outperformance
Rockwell Automation : Modest
OVERWEIGHT
Upward Revision to Customer
Spending Plans an Incremental
Positive
Rockwell Automation : Follow-Up OVERWEIGHT
from the Conference Call - ALERT
Rockwell Automation : A
OVERWEIGHT
Fundamental Bottom for US Auto
Would Be Positive
Tusa Jr.
16-Jul-07
Price Target Period
Begin Date End Date
RHI
Robert Half International, Inc. :
2Q07 10Q Review
Robert Half International, Inc. :
Results Above Expectations, But
Outlook Remains Cautious
Tusa Jr.
Tusa Jr.
25-Jul-07
RAD
Robert Half International Inc.
7-Aug-07
Current Year
EPS
EPS
EPS
C. Stephen
Tusa Jr.
C. Stephen
Tusa Jr.
Rockwell Collins, Inc.
COL
26-Jul-07
Rockwell Collins : First Take on Q3
Earnings - ALERT
Joseph B.
Nadol
NEUTRAL
Page 168 of 225
Publish
Date
Certifying
Analyst
Headline
Rockwood Holdings, Inc.
31-Jul-07
Silke Kueck
30-Jul-07
Silke Kueck
Rating
Current Year
EPS
EPS
EPS
Rohm and Haas Company
Q2-07
0.3900
Q3-07
1.7000
FY07
USD
*
NA
NA
Q2-07
0.3900
Q3-07
1.7000
FY07
USD
*
NA
NA
0.7800
Q2-07
0.9000
Q3-07
3.5000
FY07
USD
*
NA
NA
0.7800
Q2-07
0.9900
Q3-07
3.5000
FY07
USD
*
NA
NA
0.7900
Q2-07
0.9900
Q3-07
3.5000
FY07
USD
*
NA
NA
Q2-07
0.6900
Q3-07
2.6400
FY07
USD
*
NA
NA
Q2-07
0.6900
Q3-07
2.6400
FY07
USD
*
NA
NA
1.0800
Q2-07
1.1500
Q3-07
4.0500
FY07
USD
*
NA
NA
0.5900
Q2-07
1.9600
Q3-07
2.8500
FY07
USD
*
NA
NA
0.5900
Q2-07
1.9600
Q3-07
2.8500
FY07
USD
*
NA
NA
0.5700
Q2-07
1.9600
Q3-07
2.8400
FY07
USD
*
NA
NA
0.5700
Q2-07
NA
Q3-07
2.9800
FY07
USD
*
NA
NA
ROH
Rohm and Haas : We Shave
NEUTRAL
Estimates
Rohm and Haas : Slow 2007: Faster NEUTRAL
2008
Rohm and Haas : 2Q EPS Above
NEUTRAL
Consensus - ALERT
Roper Industries, Inc.
ROP
30-Jul-07
Curtis
Woodworth
26-Jul-07
Curtis
Woodworth
Roper Industries : Strong Order
OVERWEIGHT 0.6600
Growth (up 14%) Suggests Organic
Growth Rates Should Remain
Strong; Reit OW
Roper Industries : 2Q Clean EPS of OVERWEIGHT 0.6600
$0.67 is $0.02 above JPM/Street
View; RF, Industrial and Energy
Offset Imaging; 2 Bolt-ons
Completed; Reit. OW - ALERT
3-Aug-07
Michael K.
LaMotte
RDC
Rowan Co. : Catalysts Less Clear;
Adj. Estimates
Royal Caribbean Cruises Ltd.
26-Jul-07
Dean
Gianoukos
26-Jul-07
Dean
Gianoukos
Dean
Gianoukos
13-Jul-07
9-Jul-07
Dean
Gianoukos
RPM International Inc.
Price Target Period
Begin Date End Date
ROC
Rockwood Holdings, Inc. : Robust OVERWEIGHT 0.5100
Results; We Lift Estimates
Rockwood Holdings, Inc. : ROC 2Q OVERWEIGHT 0.4700
EPS Meet Street Estimates - ALERT
Zekauskas
Zekauskas
Zekauskas
Rowan Companies, Inc.
NEUTRAL
RCL.N
Royal Caribbean Cruises : First
OVERWEIGHT
Glance: In-Line Q2, Lowers FY07
Guidance On Fuel
Royal Caribbean Cruises : Solid
OVERWEIGHT
Quarter, Ex-Fuel Outlook Improving
Royal Caribbean Cruises :
OVERWEIGHT
Upgrading To Overweight On
Valuation
Royal Caribbean Cruises : Cancels
NEUTRAL
Two Cruises, Lowering Estimates
RPM
Page 169 of 225
Publish
Date
Certifying
Analyst
24-Jul-07
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
23-Jul-07
RSC Holdings Inc.
Headline
RPM International Inc. : Not a
Taxing Quarter
RPM International Inc. : RPM
F4Q:07 Results Exceed Street
Estimates - ALERT
Ruby Tuesday, Inc.
Steven Rees
Ruddick Corporation
NEUTRAL
0.7000
Q4-08
0.5900
Q1-09
1.7000
FY07
USD
*
NA
NA
NEUTRAL
0.6500
Q4-07
0.5400
Q1-08
1.5500
FY07
USD
*
NA
NA
RSC Holdings Inc. : Nice House,
NEUTRAL
Tough Block; Initiating with a Neutral
Rating
0.3600
Q2-07
0.4700
Q3-07
1.4700
FY07
USD
*
NA
NA
NEUTRAL
0.4900
Q4-08
NA
Q1-09
1.5800
FY07
USD
*
NA
NA
NEUTRAL
0.5400
Q4-08
NA
Q1-09
1.8600
FY07
USD
*
NA
NA
NEUTRAL
0.4400
Q3-07
0.4200
Q4-07
1.6200
FY07
USD
*
NA
NA
OVERWEIGHT 0.2300
Q2-07
0.1100
Q3-07
0.9600
FY07
USD
*
NA
NA
Ruby Tuesday, Inc. : 1Q SSS &
EPS Below Expectations; Lowering
Est's
Ruby Tuesday, Inc. : Brand
Evolution Continues, But N-T
Outlook Challenging; Lowering
Estimates
Ruddick Corporation :
Housekeeping, Adjusting Ests.;
Neutral
Ruth's Chris Steak House, Inc.
Steven Rees
Brannon
Cook
Ryerson Inc.
1-Aug-07
RUTH
Ruth's Chris Steak House : 2Q In
Line; L-T Risk/Reward Remains
Favorable
R
30-Aug-07 Brannon
Cook
30-Jul-07
Price Target Period
Begin Date End Date
RDK
23-Aug-07 Stephen
Chick
Ryder System, Inc.
QCOM.O
1-Aug-07
Current Year
EPS
EPS
EPS
RRR
11-Sep-07 Phil Gresh
12-Jul-07
Rating
Ryder : Pollock Acquisition
Increases Canadian Market Share;
Should Be Slightly Accretive
Ryder : Full Service Lease Growth
Accelerates Despite Soft Trucking
Market
NEUTRAL
1.0800
Q2-07
1.2200
Q3-07
4.3300
FY07
USD
*
NA
NA
NEUTRAL
1.0800
Q2-07
1.2100
Q3-07
4.3000
FY07
USD
*
NA
NA
OVERWEIGHT 1.0500
Q2-07
0.9300
Q3-07
3.5000
FY07
USD
*
NA
NA
RYI
Michael
Gambardella
Ryerson Inc : Results improving
prior to pending sale to Platinum
Equity - Raising EPS
Page 170 of 225
Publish
Date
Certifying
Analyst
Safeway Inc.
20-Jul-07
SAIC, Inc.
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
SWY
Stephen
Chick
Safeway : Q207 Review;
Underweight, Valuation
UNDERWEIGHT0.4900
Q2-07
0.4200
Q3-07
1.9600
FY07
USD
*
NA
NA
0.2400
Q2-08
0.2400
Q3-08
0.8700
FY07
USD
*
NA
NA
0.2400
Q2-08
0.2400
Q3-08
0.8700
FY07
USD
*
NA
NA
NEUTRAL
1.8400
Q3-07
1.7600
Q4-07
4.7900
FY07
USD
*
NA
NA
NEUTRAL
1.7300
Q3-07
1.7600
Q4-07
4.6800
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.6000
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.6000
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.6000
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.6000
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.6000
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.5800
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.5800
FY07
USD
*
NA
NA
0.3000
Q2-07
0.3600
Q3-07
1.5800
FY07
USD
*
NA
NA
0.3000
Q2-07
0.4100
Q3-07
1.5100
FY07
USD
*
NA
NA
0.1400
Q2-07
0.3200
Q3-07
1.3200
FY07
USD
*
NA
NA
0.1400
Q2-07
0.3200
Q3-07
1.3200
FY07
USD
*
NA
NA
SAI
7-Sep-07
Joseph B.
Nadol
22-Aug-07 Joseph B.
Nadol
Sanderson Farms, Inc.
28-Aug-07 Pablo E.
Zuanic
22-Aug-07 Pablo E.
Zuanic
SanDisk Corporation
6-Sep-07
Headline
Paul Coster
7-Aug-07
Paul Coster
6-Aug-07
Paul Coster
26-Jul-07
Paul Coster
20-Jul-07
Paul Coster
18-Jul-07
Paul Coster
13-Jul-07
Paul Coster
SAIC : Solid Q2 with Nice Margins;
NEUTRAL
Raising Estimates
SAIC : Transition Could Offer
NEUTRAL
Opportunity, But Valuation Not Quite
There; Initiating at Neutral
SAFM
Sanderson Farms, Inc. : Quick Take
on 3Q07 Results - ALERT
Sanderson Farms, Inc. : Solid July
Quarter Expected; Taking Estimates
Up
SNDK
Sandisk Corp : Toshiba Chips In; OVERWEIGHT
Reiterate Overweight Rating
Sandisk Corp : The Future of Solids:OVERWEIGHT
SSD vs. HDD
Sandisk Corp : Broad MP3 Line-Up OVERWEIGHT
for the Holidays - Mild Positive ALERT
Sandisk Corp : Lots In Store:
OVERWEIGHT
Sandisk Corp : Interesting Twist on OVERWEIGHT
SSD Pricing Versus HDD - ALERT
Sandisk Corp : Fortune Favors
OVERWEIGHT
Toshiba's Partner Too: Adj Ests.
Sandisk Corp : More Evidence of OVERWEIGHT
Firming Prices
Sandisk Corp : Apple Read-ThroughOVERWEIGHT
- Mild Positive for SNDK - ALERT
Sandisk Corp : Strong 2Q Results: OVERWEIGHT
Big Bit Growth; Adj Ests.
Sandisk Corp : News Flash:
OVERWEIGHT
Upgrading to Overweight; Raising
Ests.
Sandisk Corp : Samsung 2Q
NEUTRAL
Results: First Take - Positive for
Page 171 of 225
Publish
Date
Certifying
Analyst
11-Jul-07
Paul Coster
Headline
SNDK - ALERT
Sandisk Corp : Stranded on This
Fence Still
Thomas
Dinges
Sapient Corporation
10-Aug-07 Christine
Pezino
Sara Lee Corp.
Price Target Period
Begin Date End Date
Q2-07
0.3200
Q3-07
1.3200
FY07
USD
*
NA
NA
Sanmina-SCI Corporation : Back to UNDERWEIGHT-0.0400
the Future; Adjusting Estimates
Q3-07
0.0400
Q4-07
0.1300
FY07
USD
*
NA
NA
Sapient : Showing Progress on BothOVERWEIGHT 0.0100
Revenue and Margin Fronts, Adj.
Ests., Reiterate OW
Q2-07
0.0500
Q3-07
0.1400
FY07
USD
*
NA
NA
Sara Lee Corporation : Surprisingly
Uneven Bread Sales Trends at the
Regional Level
Sara Lee Corporation : Making A
Case For Accelerated Margin
Expansion
Sara Lee Corporation : What to
Look for at the Investor Day (11th)
Sara Lee Corporation : 4Q Review;
Changing Estimates
Sara Lee Corporation : Quick Take
on 4Q Results
Sara Lee Corporation : Keep OW,
But Do Not See 8/15 As a Catalyst
OVERWEIGHT 0.2100
Q4-08
0.2000
Q1-09
0.8000
FY07
USD
22.00
7-May-07
Jun-08
OVERWEIGHT 0.2100
Q4-08
0.2100
Q1-09
0.8000
FY07
USD
22.00
7-May-07
Jun-08
OVERWEIGHT 0.2100
Q4-08
0.2100
Q1-09
0.8000
FY07
USD
22.00
7-May-07
Jun-08
OVERWEIGHT 0.2100
Q4-08
0.2100
Q1-09
0.8000
FY07
USD
22.00
7-May-07
Jun-08
OVERWEIGHT 0.1200
Q4-07
0.1600
Q1-08
0.6700
FY07
USD
22.00
7-May-07
Jun-08
OVERWEIGHT
NA
Q4-07
NA
Q1-08
NA
FY07
USD
22.00
7-May-07
Jun-08
Schawk : 2Q07 10Q Review
NEUTRAL
0.3600
Q2-07
0.3900
Q3-07
1.3900
FY07
USD
*
NA
NA
Schawk : Above Consensus Results
NEUTRAL
0.3600
Q2-07
0.3900
Q3-07
1.3700
FY07
USD
*
NA
NA
Schering-Plough Corporation :
NEUTRAL
Model Updates
NEUTRAL
Updating Model Post 2Q07 Earnings
Schering-Plough Corporation : Early NEUTRAL
Read on 2Q07 Results
0.4100
Q2-07
0.3100
Q3-07
1.3200
FY07
USD
*
NA
NA
0.4100
Q2-07
0.3000
Q3-07
1.2900
FY07
USD
*
NA
NA
0.3500
Q2-07
0.3000
Q3-07
1.2900
FY07
USD
*
NA
NA
SANM
SAPE
SLE
26-Sep-07 Pablo E.
Zuanic
12-Sep-07 Pablo E.
Zuanic
10-Sep-07 Pablo E.
Zuanic
16-Aug-07 Pablo E.
Zuanic
15-Aug-07 Pablo E.
Zuanic
13-Aug-07 Pablo E.
Zuanic
Schawk, Inc.
NEUTRAL
Current Year
EPS
EPS
EPS
0.1400
Sanmina-SCI Corporation
26-Jul-07
Rating
SGK
Fox
1-Aug-07 Michael J.
Fox
Schering-Plough Corporation
28-Aug-07 Roberto
Cuca
24-Jul-07 Roberto
Cuca
23-Jul-07 Roberto
Cuca
SGP
Page 172 of 225
Publish
Date
Certifying
Analyst
16-Jul-07
Roberto
Cuca
Headline
Updating Model and Upgrading to
Neutral on Fundamentals
20-Jul-07
Michael K.
LaMotte
Michael K.
LaMotte
Scholastic Corporation
20-Sep-07 Fred W.
Searby
19-Jul-07
Fred W.
Searby
17-Jul-07
Fred W.
Searby
Sciele Pharma Inc.
4-Sep-07
Adam
Greene
18-Jul-07
Adam
Greene
Harry C.
Curtis
6-Aug-07
Harry C.
Curtis
Harry C.
Curtis
3-Aug-07
19-Jul-07
Price Target Period
Begin Date End Date
Q2-07
0.2900
Q3-07
1.2700
FY07
USD
*
NA
NA
Schlumberger Ltd. : The $100 Bill OVERWEIGHT 1.0200
Club
Schlumberger Ltd. : Can't Touch
OVERWEIGHT 0.9500
This... SLB Beats in a Challenging
Quarter - ALERT
Q2-07
1.0400
Q3-07
4.0500
FY07
USD
*
NA
NA
Q2-07
1.0400
Q3-07
4.0500
FY07
USD
*
NA
NA
1.2900
Q4-08
NA
Q1-09
2.6200
FY07
USD
*
NA
NA
1.0400
Q4-07
-0.4700
Q1-08
1.5200
FY07
USD
*
NA
NA
1.0400
Q4-07
NA
Q1-08
1.5000
FY07
USD
*
NA
NA
0.3900
Q2-07
0.4200
Q3-07
1.6500
FY07
USD
*
NA
NA
0.3500
Q2-07
0.4400
Q3-07
1.6600
FY07
USD
*
NA
NA
0.2800
Q2-07
0.3000
Q3-07
1.1500
FY07
USD
*
NA
NA
0.2800
Q2-07
0.2600
Q3-07
1.1500
FY07
USD
*
NA
NA
0.2800
Q2-07
0.2600
Q3-07
1.1500
FY07
USD
*
NA
NA
0.3000
Q2-07
0.2600
Q3-07
1.1500
FY07
USD
*
NA
NA
SLB
SCHL
Scholastic Corporation : HP 7 Drives NEUTRAL
Earnings Upside in F1Q08;
Maintains F2008 Guidance
Scholastic Corporation : F2008
NEUTRAL
Guidance Consistent With Our
Expectations
Scholastic Corporation : F4Q07
NEUTRAL
Preview, HP 7 Launch Approaching
SCRX
Scientific Games Corp.
5-Sep-07
NEUTRAL
Current Year
EPS
EPS
EPS
0.3400
Schlumberger Limited (ADR)
23-Jul-07
Rating
Harry C.
Curtis
Seacor Holdings, Inc.
Sciele Pharma, Inc. : November
NEUTRAL
PDUFA for New Sular Relieves
Some Pressure
Sciele Pharma, Inc. : Another Round NEUTRAL
of Price Increases - ALERT
SGMS
Scientific Games Corporation :
OVERWEIGHT
Progress in Germany Could Provide
Upside in '08
OVERWEIGHT
Multiple Growth Drivers
Scientific Games Corporation : 2Q OVERWEIGHT
Largely Inline, Remain Overweight
on International Growth Prospects
OVERWEIGHT
Guard Libang JV: Value Not Yet
Fully Reflected
CKH
Page 173 of 225
Publish
Date
Certifying
Analyst
31-Jul-07
David C.
Smith
Seacor Holdings Inc : 2Q Beat on
Gain from Sales; Assuming
Coverage
Seagate Technology
5-Sep-07
Headline
23-Aug-07 Mark
Moskowitz
25-Jul-07
Dara W.
Mohsenian
24-Sep-07 Andrew
Wessel
24-Jul-07
Andrew
Wessel
Price Target Period
Begin Date End Date
Q2-07
2.2500
Q3-07
7.9500
FY07
USD
*
NA
NA
0.5100
Q4-08
0.6400
Q1-09
2.3900
FY07
USD
*
NA
NA
0.4400
Q4-08
0.5200
Q1-09
1.8100
FY07
USD
*
NA
NA
0.4400
Q4-08
0.5200
Q1-09
1.8100
FY07
USD
*
NA
NA
Sealed Air : Slight Q2 Miss, FY07 UNDERWEIGHT0.4300
Guidance Maintained - ALERT
Sealed Air : Adj Ests for Q2 Miss & UNDERWEIGHT0.4300
Higher Development Expenses
Q2-07
0.4400
Q3-07
1.7400
FY07
USD
*
NA
NA
Q2-07
0.4400
Q3-07
1.7400
FY07
USD
*
NA
NA
Sealy Inc. : Lowering FY EPS After
Weak Q2 as the Cost of Doing
Business in the Mattress Industry is
Increasing
0.3600
Q3-07
0.2500
Q4-07
1.1000
FY07
USD
*
NA
NA
Security Capital Assurance : On the OVERWEIGHT 0.6400
West Coast with Management: A
Few Take-Aways - Reiterate OW
Rating
Security Capital Assurance : On the OVERWEIGHT 0.6400
West Coast with Management: A
Few Take-Aways - Reiterate OW
Rating - Corrected Note supersedes
Security Capital Assurance : 2Q
OVERWEIGHT 0.6400
Beats Handily, but Negative Mark in
CDS Portfolio Will Garner Most
Attention - ALERT
Q2-07
0.7800
Q3-07
3.0200
FY07
USD
*
NA
NA
Q2-07
0.7800
Q3-07
3.0200
FY07
USD
*
NA
NA
Q2-07
0.6600
Q3-07
2.7000
FY07
USD
*
NA
NA
ZZ
Security Capital Assurance Ltd
24-Sep-07 Andrew
Wessel
SEE
Claudia K.
Shank
Claudia K.
Shank
Sealy Corporation
11-Jul-07
OVERWEIGHT 2.4100
Seagate Technology : Analyst
NEUTRAL
Meeting Preview: More Catalysts
Expected, but We Remain
Concerned over Sustainability
Seagate Technology : Seagate
NEUTRAL
Provides Surprising pre-Labor Day
Treat; Adj. Ests.
Seagate Technology : CEO Tips Hat NEUTRAL
on Entry into Solid State Drives;
Move Serves as Hedge to Slowing
HDD Growth - ALERT
29-Aug-07 Mark
Moskowitz
25-Jul-07
Current Year
EPS
EPS
EPS
STX
Mark
Moskowitz
Sealed Air Corp.
Rating
NEUTRAL
SCA
Page 174 of 225
Publish
Date
Certifying
Analyst
Select Comfort Corp.
13-Sep-07 Edward
Yruma
6-Aug-07 Edward
Yruma
Sempra Energy
3-Aug-07
1-Aug-07
10-Jul-07
27-Jul-07
Rating
Select Comfort : 3Q Update: Signs
of Hope, Still Too Early
Select Comfort : Analyst Day:
Moving Pieces, Patience
NEUTRAL
0.0600
Q2-07
0.2700
Q3-07
0.8400
FY07
USD
*
NA
NA
NEUTRAL
0.0600
Q2-07
0.2700
Q3-07
0.8400
FY07
USD
*
NA
NA
Sempra Energy : The Price is Still OVERWEIGHT 1.0600
Right
Sempra Energy : Upgrading to
OVERWEIGHT 0.8500
Overweight: The Price is Right
Sempra Energy : Commodities Joint NEUTRAL
NA
Venture w/ RBS
Q2-07
NA
Q3-07
3.9000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
3.9000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
3.8500
FY07
USD
*
NA
NA
Sepracor : Revenue Disappoints Cutting EPS
0.0500
Q2-07
0.2900
Q3-07
1.5300
FY07
USD
*
NA
NA
OVERWEIGHT 0.3500
Q3-07
0.3400
Q4-07
1.8200
FY07
USD
37.00
28-Aug-07
Dec-07
The Sharper Image : Too Early To UNDERWEIGHT-1.3600
Be Involved For The Potential
Turnaround; Lowering Est.
The Sharper Image : Can It
UNDERWEIGHT-1.3600
Survive? Transferring Coverage;
Maintain UW
Q2-08
-1.0900
Q3-08
-3.0600
FY07
USD
*
NA
NA
Evren
Kopelman
Q2-08
-1.0900
Q3-08
-3.0600
FY07
USD
*
NA
NA
Sherwin-Williams Company
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
Shutterfly, Inc.
2-Aug-07
NEUTRAL
SNDA
Shanda Interactive Entertainment
Ltd : 2Q07 Review: Ahead of our
forecast, pleasantly surprised by
strong paying account growth
Sharper Image Corporation
13-Sep-07 Evren
Kopelman
19-Jul-07
Price Target Period
Begin Date End Date
SCSS
Shanda Interactive Entertainment Ltd ADR
20-Jul-07
SEPR
Adam
Greene
28-Aug-07 Dick Wei
11-Jul-07
Current Year
EPS
EPS
EPS
SRE
Glenn B.
Mullin
Glenn B.
Mullin
Glenn B.
Mullin
Sepracor Inc.
Headline
SHRP
SHW
Sherwin-Williams : We Lift
Estimates
Sherwin-Williams : SHW Exceeds
NEUTRAL
1.5200
Q2-07
1.5100
Q3-07
4.6000
FY07
USD
*
NA
NA
NEUTRAL
1.4600
Q2-07
1.5100
Q3-07
4.6000
FY07
USD
*
NA
NA
Shutterfly, Inc. : Order Growth Rate OVERWEIGHT -0.1000
Accelerates; Adj. Estimates
Q2-07
-0.1300
Q3-07
0.3500
FY07
USD
*
NA
NA
SFLY
Imran Khan
Page 175 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Sierra Pacific Resources : Moving
Forward with Ely, but Opposition
Ahead
Sierra Pacific Resources : Dividend
Announced; 2Q Weak Versus Ests.
- ALERT
NEUTRAL
0.1200
Q2-07
NA
Q3-07
0.8000
FY07
USD
*
NA
NA
NEUTRAL
0.2000
Q2-07
NA
Q3-07
0.8000
FY07
USD
*
NA
NA
Sierra Wireless Inc. : SWIR
UNDERWEIGHT0.2500
Announces Secondary Offering; Adj.
Ests
Sierra Wireless Inc. : 2Q07 Preview:UNDERWEIGHT0.1900
What to Expect
Q2-07
0.2500
Q3-07
0.8900
FY07
USD
*
NA
NA
Q2-07
0.1800
Q3-07
0.7400
FY07
USD
*
NA
NA
SigmaTel : Business Improving But
Risks Remain, Maintain Neutral
SigmaTel : Positively
Pre-announces 2Q07 Due to
Broad-Based Improvement in Sales;
Raising Estimates
Sierra Pacific Resources
18-Sep-07 Rajeev
Lalwani
30-Jul-07
Rajeev
Lalwani
Sierra Wireless, Inc.
25-Jul-07
Paul Coster
Sigmatel, Inc.
8-Aug-07
10-Jul-07
SWIR
Claudia K.
Shank
Roland Shu
Silgan Holdings Inc : FY07 On
Track, Tweaking Estimates
-0.2600
Q2-07
-0.1600
Q3-07
-0.9300
FY07
USD
*
NA
NA
NEUTRAL
-0.3300
Q2-07
-0.2100
Q3-07
-1.0600
FY07
USD
*
NA
NA
NEUTRAL
0.7700
Q2-07
1.1200
Q3-07
3.2600
FY07
USD
*
NA
NA
OVERWEIGHT
NA
Q2-07
NA
Q3-07
4.3933
FY07
TWD
80.00
2-Aug-07
Jun-08
Q2-07
NA
Q3-07
0.3600
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
2325.TW
SPIL (Siliconware Precision
Industries) : Strong 2Q07 results;
overshadows peers with stellar
2H07 outlook
SLW
John Bridges Silver Wheaton : Quick Q2'07: ShortOVERWEIGHT 0.1000
term disappointment from Luismin ALERT
Simon Property Group, Inc
9-Aug-07
NEUTRAL
SLGN
Silver Wheaton Corp. (USA)
3-Aug-07
Price Target Period
Begin Date End Date
SRP
Siliconware Precision Industries Co, Ltd
2-Aug-07
SGTL
Christopher
Danely
Christopher
Danely
Silgan Holdings Inc.
18-Jul-07
Current Year
EPS
EPS
EPS
Michael
Mueller
SPG.N
Simon Property Group : Model
Adjustment
OVERWEIGHT 0.2700
Page 176 of 225
Publish
Date
Certifying
Analyst
31-Jul-07
Michael
Mueller
19-Jul-07
Michael
Mueller
Headline
Dick Wei
John
Blackledge
1-Aug-07
John
Blackledge
9-Aug-07
Tycho
Peterson
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
0.2700
Q2-07
0.2500
Q3-07
0.9500
FY07
USD
40.00
7-Aug-07
Dec-07
Sinclair Broadcast Group : 2Q07
OVERWEIGHT 0.1900
Review: Softer than Expected
Operating Results; Revisiting our
Thesis
Sinclair Broadcast Group : 2Q07
OVERWEIGHT 0.0800
First Glance: Modest Results with
EPS Upside Offset By Disappointing
3Q Guidance - ALERT
Q2-07
0.0600
Q3-07
0.4400
FY07
USD
*
NA
NA
Q2-07
0.1300
Q3-07
0.4600
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
1.4200
FY07
USD
*
NA
NA
Q3-07
NA
Q4-07
1.4200
FY07
USD
*
NA
NA
Q2-07
-0.2800
Q3-07
-1.1000
FY07
USD
*
NA
NA
Q2-07
-0.2500
Q3-07
-1.0700
FY07
USD
*
NA
NA
Q2-07
-0.2500
Q3-07
-1.0700
FY07
USD
*
NA
NA
Q2-07
0.6100
Q3-07
1.9800
FY07
USD
*
NA
NA
SINA
Sina Corp : 2Q07 Review: No
surprises, Inline results and 3Q
guidance. Maintain Neutral
14-Aug-07 Geoffrey
Meacham
9-Aug-07
Geoffrey
Meacham
Skechers USA, Inc.
25-Jul-07
Robert
Samuels
NEUTRAL
SBGI
SIRO
Sirona Dental Systems Inc :
OVERWEIGHT 0.3200
Thoughts Post-Call: New Product
Cycle Should Pay Off in 2008
Sirona Dental Systems Inc : CERECOVERWEIGHT NA
Sales Rebound, but Lowered
Guidance Disappoints - ALERT
Sirtris Pharmaceuticals Inc.
24-Sep-07 Geoffrey
Meacham
Price Target Period
Begin Date End Date
NA
Sirona Dental Systems, Inc.
10-Aug-07 Tycho
Peterson
Q2-07
Sinclair Broadcast Group, Inc.
2-Aug-07
Current Year
EPS
EPS
EPS
Simon Property Group : Guidance OVERWEIGHT 0.2700
moved up; Mills beginning to
contribute to the bottom line
Simon Property Group : Model
OVERWEIGHT NA
Adjustment
SINA Corporation (USA)
7-Aug-07
Rating
SIRT
Sirtris Pharmaceuticals :
OVERWEIGHT -0.5100
Downgrading to Neutral from
Overweight
Sirtris Pharmaceuticals : 2Q
OVERWEIGHT -0.5100
Uneventful; Waiting for 2H07 Data;
Adj Ests
Sirtris Pharmaceuticals : MELAS
OVERWEIGHT -0.2500
Trial Begins - ALERT
SKX
Skechers USA Inc. : What in the
World Happened?; Lowering
Estimates
NEUTRAL
0.3200
Page 177 of 225
Publish
Date
Certifying
Analyst
Headline
Skilled Healthcare Group, Inc.
8-Aug-07
Andreas
Dirnagl
7-Aug-07
Andreas
Dirnagl
12-Jul-07
Andreas
Dirnagl
SL Green Realty Corp.
25-Jul-07
24-Jul-07
Anthony
Paolone
Anthony
Paolone
Smith International, Inc.
14-Sep-07 Michael K.
LaMotte
25-Jul-07
24-Jul-07
Michael K.
LaMotte
Michael K.
LaMotte
Lauren Ye
31-Jul-07
Lauren Ye
11-Jul-07
Lauren Ye
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
SKH
Skilled Healthcare Group : SKH:
OVERWEIGHT 0.1800
2Q07 Marks A Solid Quarter,
Number of Catalysts Ahead
Skilled Healthcare Group : SKH: OutOVERWEIGHT 0.1500
of the Gate 2Q07 Looks Strong ALERT
Skilled Healthcare Group : SKH:
OVERWEIGHT 0.1500
Initiating with an OW; Providing First
Class Service
Q2-07
0.1900
Q3-07
0.7100
FY07
USD
*
NA
NA
Q2-07
0.1900
Q3-07
0.7100
FY07
USD
*
NA
NA
Q2-07
0.1900
Q3-07
0.7100
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
5.7600
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
5.7600
FY07
USD
*
NA
NA
SLG
SL Green Realty Corp. : Model
OVERWEIGHT 0.4000
Adjustment
SL Green Realty Corp. : Reports
OVERWEIGHT 0.4000
2Q; strong core trends and buyback
should be viewed positively
SII
Smith International, Inc. : Revising
3Q Estimates on Canadian
Weakness
Smith International, Inc. : Raising
Estimates on International Growth
Smith International, Inc. : In-Line
Quarter Despite Canadian
Weakness - ALERT
NEUTRAL
0.7600
Q2-07
0.8800
Q3-07
3.3000
FY07
USD
*
NA
NA
NEUTRAL
0.7600
Q2-07
0.8300
Q3-07
3.2500
FY07
USD
*
NA
NA
NEUTRAL
0.7800
Q2-07
0.8300
Q3-07
3.2500
FY07
USD
*
NA
NA
Smith Micro Software : Q207: PennyOVERWEIGHT 0.1600
Upside And Poised For Growth,
Adjusting Est.
Smith Micro Software : Q207
OVERWEIGHT 0.1500
Preview: Getting Back On Track ALERT
Smith Micro Software : Verizon Is OVERWEIGHT 0.1500
Shipping Vista Compatible Music
Essentials Kits Now - ALERT Corrected Alert supersedes any
previous versions
Q2-07
0.2200
Q3-07
0.8200
FY07
USD
*
NA
NA
Q2-07
0.2200
Q3-07
0.8200
FY07
USD
*
NA
NA
Q2-07
0.2200
Q3-07
0.8200
FY07
USD
*
NA
NA
Q1-08
0.5700
Q2-08
2.3400
FY07
USD
*
NA
NA
Smith Micro Software, Inc.
2-Aug-07
Rating
SMSI
Smithfield Foods, Inc.
SFD
19-Sep-07 Pablo E.
Smithfield Foods, Inc : Cutting
OVERWEIGHT 0.4700
Page 178 of 225
Publish
Date
Certifying
Analyst
Zuanic
24-Aug-07 Pablo E.
Zuanic
23-Aug-07 Pablo E.
Zuanic
23-Aug-07 Pablo E.
Zuanic
21-Aug-07 Pablo E.
Zuanic
24-Jul-07
Pablo E.
Zuanic
16-Jul-07
Pablo E.
Zuanic
Headline
Estimates
Smithfield Foods, Inc : A 1% Pull on OVERWEIGHT
Demand Implies $1.50 Higher Hog
Prices - ALERT
Smithfield Foods, Inc : Quick Take OVERWEIGHT
on 1Q08 Results
Smithfield Foods, Inc : Updating
OVERWEIGHT
Estimates Post Conference Call
Smithfield Foods, Inc : Recent
OVERWEIGHT
Pullback Overdone, Buy Into
Quarter
Smithfield Foods, Inc : Keep OW, OVERWEIGHT
But Near Term Upside May Be
Capped
Smithfield Foods, Inc : Assessing OVERWEIGHT
EPS Impact From Higher Hog
Prices (Must Factor Partial Offset in
Processing)
Claudia K.
Shank
27-Jul-07
Claudia K.
Shank
27-Jul-07
Claudia K.
Shank
Sohu.com Inc.
2-Aug-07
Price Target Period
Begin Date End Date
Q1-08
0.5700
Q2-08
2.3400
FY07
USD
*
NA
NA
0.5300
Q1-08
0.7500
Q2-08
2.4000
FY07
USD
*
NA
NA
0.5300
Q1-08
0.7500
Q2-08
2.4000
FY07
USD
*
NA
NA
0.5300
Q1-08
0.7500
Q2-08
2.4100
FY07
USD
*
NA
NA
0.6300
Q1-08
0.8200
Q2-08
2.3000
FY07
USD
*
NA
NA
0.6300
Q1-08
0.8200
Q2-08
2.3000
FY07
USD
*
NA
NA
NEUTRAL
0.0600
Q2-07
0.1000
Q3-07
0.1800
FY07
USD
*
NA
NA
NEUTRAL
0.0600
Q2-07
0.1000
Q3-07
0.1600
FY07
USD
*
NA
NA
NEUTRAL
0.0600
Q2-07
0.1000
Q3-07
0.1800
FY07
USD
*
NA
NA
Sohu.Com : 2Q07 Review: Upside OVERWEIGHT 0.1500
from new game and benefits as
Olympics sponsor became more
apparent
Q2-07
0.1500
Q3-07
0.5500
FY07
USD
39.00
2-Aug-07
Dec-07
OVERWEIGHT 0.1700
Q4-07
0.2000
Q1-08
0.7400
FY07
USD
*
NA
NA
UNDERWEIGHT-0.3300
Q2-07
-0.4700
Q3-07
-1.6400
FY07
USD
*
NA
NA
SSCC
Smurfit-Stone Container : Brewton
Sale Modestly Positive; Valuation
"So-So"
Smurfit-Stone Container : Pre-Call
Note: Price/Cost Improvement
Drives 2Q Beat
Smurfit-Stone Container : Another
Step Forward; Raising FY08 EPS
Estimates
Fred W.
Searby
SLH
Solera Holdings, Inc. : Upbeat
Meeting with Management Team
Somaxon Pharmaceuticals, Inc.
8-Aug-07
SOHU
Dick Wei
Solera Holdings, Inc.
12-Jul-07
Current Year
EPS
EPS
EPS
0.4700
Smurfit-Stone Container Corporation
8-Aug-07
Rating
Adam
Greene
SOMX
Somaxon Pharmaceuticals, Inc. :
Deal or No Deal in 2007
Page 179 of 225
Publish
Date
Certifying
Analyst
Sonic Corporation
Paul Coster
SonicWALL, Inc.
7-Aug-07
25-Jul-07
Sonic Corp : Cost Pressures May
Limit N-T Multiple Expansion
Despite Solid Top Line; Downgrade
to Neutral
NEUTRAL
20-Jul-07
Claudia K.
Shank
Claudia K.
Shank
Claudia K.
Shank
SonoSite, Inc.
31-Jul-07
9-Jul-07
5-Jul-07
Price Target Period
Begin Date End Date
0.3200
Q4-07
0.2100
Q1-08
0.9700
FY07
USD
*
NA
NA
Sonic Solutions : Instant DVDs Get OVERWEIGHT 0.1600
Press Coverage - Mild Positive ALERT
Sonic Solutions : Downloads Get OVERWEIGHT 0.1600
Real: U/G to Overweight; Adj Ests.
Sonic Solutions : F1Q08 Misses,
NEUTRAL 0.1600
Guidance Disappoints; Adj. Ests
Sonic Solutions : Assuming
NEUTRAL 0.1600
Coverage, Trimming Estimates,
Downgrading to Neutral
Q1-07
0.1500
Q2-07
0.6300
FY07
USD
*
NA
NA
Q1-07
0.1500
Q2-07
0.6300
FY07
USD
*
NA
NA
Q1-07
0.1500
Q2-07
0.6300
FY07
USD
*
NA
NA
Q1-07
0.1500
Q2-07
0.6300
FY07
USD
*
NA
NA
SonicWALL : Impacts of Share
Repurchase and Tweaking Model
SonicWALL : Good Quarter,
Sustainability is the Question
NEUTRAL
0.0900
Q2-07
0.0400
Q3-07
0.2800
FY07
USD
*
NA
NA
NEUTRAL
0.0900
Q2-07
0.0300
Q3-07
0.2300
FY07
USD
*
NA
NA
0.5600
Q2-07
0.6200
Q3-07
2.3900
FY07
USD
*
NA
NA
0.5600
Q2-07
0.6200
Q3-07
2.3900
FY07
USD
*
NA
NA
0.5600
Q2-07
0.6200
Q3-07
2.3900
FY07
USD
*
NA
NA
0.5800
Q2-07
0.6600
Q3-07
2.4400
FY07
USD
*
NA
NA
SonoSite : 2Q EPS Upside is a
OVERWEIGHT 0.1000
Pleasant Surprise
SonoSite : Barron's Article Stirs the OVERWEIGHT 0.0500
Pot, but Misses Key Points - ALERT
SonoSite : Pre-Announces Positive OVERWEIGHT 0.0500
Q2-07
0.0800
Q3-07
0.4800
FY07
USD
*
NA
NA
Q2-07
0.0800
Q3-07
0.4800
FY07
USD
*
NA
NA
Q2-07
0.0800
Q3-07
0.4800
FY07
USD
*
NA
NA
Sonoco Products Company
31-Jul-07
SNWL
P. Sterling
Auty II
P. Sterling
Auty II
Shank
9-Aug-07
Current Year
EPS
EPS
EPS
SNIC
19-Jul-07
Rating
SONC
Sonic Solutions
Headline
SON
Sonoco : Lowers Guidance on WeakOVERWEIGHT
Demand and High OCC Costs;
Reducing Estimates
Sonoco : Share Repurchase
OVERWEIGHT
Highlights Value Opportunity
Sonoco : Notes from the Road:
OVERWEIGHT
Flexibles to Improve in 2H07;
Reiterate OW
Sonoco : 2Q Miss from Consumer; OVERWEIGHT
FY07 Guidance Intact - ALERT
SONO
Tycho
Peterson
Tycho
Peterson
Tycho
Page 180 of 225
Publish
Date
Certifying
Analyst
Peterson
Headline
Southwest Airlines Co.
18-Jul-07
Jamie Baker
9-Aug-07
Glenn B.
Mullin
John
Blackledge
7-Aug-07
John
Blackledge
Spansion Inc.
20-Jul-07
Q2-07
NA
Q3-07
1.6500
FY07
USD
*
NA
NA
OVERWEIGHT 0.3000
Q2-07
NA
Q3-07
1.6500
FY07
USD
*
NA
NA
0.2200
Q2-07
0.1800
Q3-07
0.4900
FY07
USD
*
NA
NA
Southwest Gas Corp. : Files AZ
OVERWEIGHT -0.0100
Rate Case: First Step to Higher EPS
- Corrected Note supersedes any
previous versions
Southwest Gas Corp. : Rate Cases OVERWEIGHT -0.0100
to Drive Long-Term Growth
Q2-07
NA
Q3-07
2.0500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
2.1500
FY07
USD
*
NA
NA
Spanish Broadcasting System :
OVERWEIGHT 0.0300
2Q07 First Glance: Disappointing
Radio Results Outweigh Improving
TV Operations - ALERT
Spanish Broadcasting System : Soft OVERWEIGHT 0.0300
2Q at Radio Offsets Lower TV
Losses. Adj. Ests.
Q2-07
0.0200
Q3-07
0.0200
FY07
USD
*
NA
NA
Q2-07
0.0200
Q3-07
0.0200
FY07
USD
*
NA
NA
Spansion Inc : Pricing Still
Problematic, Adjusting Estimates
LUV
Southwest Airlines Co. : 2Q Beat
Potentially Tempered By 3Q
Guidance
NEUTRAL
SWX
SBSA
SPSN
Shawn
Webster
Spectrum Brands, Inc.
13-Aug-07 Dara W.
Mohsenian
16-Jul-07
Price Target Period
Begin Date End Date
OVERWEIGHT 0.3900
Spanish Broadcasting System, Inc.
7-Aug-07
SUG
Southern Union : MLP
Announcement in Near Future
Southern Union : In Line 2Q07;
Focus on MLP Option - ALERT
Southwest Gas Corporation
13-Sep-07 Glenn B.
Mullin
Current Year
EPS
EPS
EPS
2Q Top-Line Growth
Southern Union Company
10-Aug-07 Glenn B.
Mullin
9-Aug-07 Glenn B.
Mullin
Rating
Dara W.
Mohsenian
NEUTRAL
-0.5000
Q2-07
-0.4900
Q3-07
-2.0700
FY07
USD
*
NA
NA
NEUTRAL
-0.0700
Q3-07
0.1000
Q4-07
-0.1100
FY07
USD
*
NA
NA
NEUTRAL
-0.1600
Q3-07
0.2500
Q4-07
0.0500
FY07
USD
*
NA
NA
SPC
Spectrum Brands, Inc. : Lowering
EPS After Weak Q3 - Asset Sales
Unlikely to Unlock Value
Spectrum Brands, Inc. : Lowering
SPC EPS After Reduced H207
Guidance
Page 181 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Speedway Motorsports : Below
Consensus Q2, Outlook Unchanged
NEUTRAL
0.9500
Q2-07
NA
Q3-07
2.4700
FY07
USD
*
NA
NA
Speedway Motorsports, Inc.
9-Aug-07
Dean
Gianoukos
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
TRK
Spherion Corporation
SFN
Fox
7-Aug-07 Michael J.
Fox
Fox
Spherion Corp : Announces
Acquisition of Todays Staffing
Spherion Corp : 2Q07 10Q Review
NEUTRAL
0.1400
Q2-07
0.1400
Q3-07
0.5000
FY07
USD
*
NA
NA
NEUTRAL
0.1400
Q2-07
0.1400
Q3-07
0.5000
FY07
USD
*
NA
NA
Spherion Corp : 2Q07: Above
Consensus Results and Solid
Guidance
NEUTRAL
0.1400
Q2-07
0.1300
Q3-07
0.4600
FY07
USD
*
NA
NA
0.2500
Q2-07
0.2100
Q3-07
0.8500
FY07
USD
25.00
11-Jan-07
Jan-08
0.2500
Q2-07
0.2100
Q3-07
0.8500
FY07
USD
25.00
11-Jan-07
Jan-08
0.1700
Q2-07
0.2100
Q3-07
0.7900
FY07
USD
25.00
11-Jan-07
Jan-08
0.1700
Q2-07
0.2100
Q3-07
0.7900
FY07
USD
25.00
11-Jan-07
Jan-08
0.1700
Q2-07
0.2100
Q3-07
0.7900
FY07
USD
25.00
11-Jan-07
Jan-08
UNDERWEIGHT1.2000
Q2-07
1.3200
Q3-07
4.6000
FY07
USD
*
NA
NA
Sprint Nextel Corporation
17-Sep-07 Thomas J.
Lee
17-Aug-07 Thomas J.
Lee
8-Aug-07
Thomas J.
Lee
7-Aug-07
Thomas J.
Lee
Thomas J.
Lee
10-Jul-07
SPX Corporation
2-Aug-07
SPW
C. Stephen
Tusa Jr.
SRA International, Inc.
9-Aug-07
S
Sprint Nextel : A sloppy 3Q
OVERWEIGHT
increases pressure to restructure.
Sprint Nextel : Thoughts
OVERWEIGHT
post-Technology Summit. WiMAX
2010E revs of $2.5b is 5% wireless
data mkt. Conservative.
Sprint Nextel : Rock solid 2Q. Clean OVERWEIGHT
beat on EBITDA at $2.9b vs our
Street high $2.8b. Affirms FY07E. ALERT
Sprint Nextel : 2Q07 Preview.
OVERWEIGHT
Worries about 2Q unfounded.
Sprint Nextel : Media reports of SK OVERWEIGHT
Telecom bid for S. Unwind of
Nextel? - ALERT
Christine
Pezino
SPX Corp. : Solid 2Q; Adjusting
Estimates
SRX
SRA International Inc : FYQ407
Results: Nothing New; Adj. Ests.,
Maintain N
St. Jude Medical, Inc.
STJ
19-Jul-07
St Jude Medical : Solid 2Q Driven
by OUS Momentum; Guidance
Michael N.
Weinstein
NEUTRAL
0.2900
Q4-08
0.3100
Q1-09
1.1300
FY07
USD
*
NA
NA
NEUTRAL
0.4500
Q2-07
0.4500
Q3-07
1.7700
FY07
USD
*
NA
NA
Page 182 of 225
Publish
Date
Certifying
Analyst
18-Jul-07
Michael N.
Weinstein
Standard Pacific Corp.
24-Sep-07 Michael
Rehaut
17-Sep-07 Michael
Rehaut
17-Sep-07 Michael
Rehaut
24-Aug-07 Michael
Rehaut
6-Aug-07
31-Jul-07
30-Jul-07
Michael
Rehaut
Michael
Rehaut
Michael
Rehaut
Staples, Inc.
Starbucks Corporation
Remains Conservative
St Jude Medical : Solid Quarter,
Early Read on the 2Q Results
NEUTRAL
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
0.4300
Q2-07
0.4500
Q3-07
1.7700
FY07
USD
*
NA
NA
Standard Pacific : Convert Offering OVERWEIGHT
Another Key Step in Reducing
Revolver Fears, Hence, A Positive;
Reit. OW Rating
Standard Pacific : Credit Facility
OVERWEIGHT
Amendments Approved; Maintain
Overweight Rating - ALERT
Standard Pacific : July/August
OVERWEIGHT
Orders Up 20% Versus Much Easier
Comp; However, Cans Worsen,
Charges Continue
Standard Pacific: Proposed
OVERWEIGHT
Changes to Credit Revolver a
Positive
Standard Pacific : Credit Facility
OVERWEIGHT
Fears Unfounded; Reit. OW Rating
Standard Pacific : Post-Call Notes: OVERWEIGHT
JV Risk Continues, but Margin Calls
Should Be Immaterial; Lowering
Ests. - Corrected Note supersedes
Standard Pacific : Post-Call Notes: OVERWEIGHT
JV Risk Continues, but Margin Calls
Should Be Immaterial; Lowering
Ests.
0.3500
Q2-07
-1.3300
Q3-07
-5.0200
FY07
USD
*
NA
NA
0.3500
Q2-07
-1.3300
Q3-07
-5.0200
FY07
USD
*
NA
NA
0.3500
Q2-07
-1.3300
Q3-07
-5.0200
FY07
USD
*
NA
NA
0.3500
Q2-07
-1.3300
Q3-07
-5.0200
FY07
USD
*
NA
NA
0.3500
Q2-07
-1.3300
Q3-07
-5.0200
FY07
USD
*
NA
NA
0.3500
Q2-07
-1.3300
Q3-07
-5.0200
FY07
USD
*
NA
NA
0.3500
Q2-07
-0.3000
Q3-07
-1.3000
FY07
USD
*
NA
NA
Staples : Mortality; OMX > SPLS;
Q2 Review
0.2500
Q2-08
0.4100
Q3-08
1.4400
FY07
USD
*
NA
NA
OVERWEIGHT 0.2100
Q3-07
0.2000
Q4-07
0.8700
FY07
USD
*
NA
NA
Starwood Hotels & Resorts
OVERWEIGHT 0.8200
Worldwide : New CEO: Strong
Operating Background But Unknown
Q2-07
0.6600
Q3-07
2.8100
FY07
USD
*
NA
NA
SPF
Harry C.
Curtis
NEUTRAL
SBUX
John Ivankoe Starbucks : Worst May Be Over,
Starwood Hotels & Resorts Worldwide, Inc
4-Sep-07
Rating
SPLS
21-Aug-07 Stephen
Chick
2-Aug-07
Headline
HOT
Page 183 of 225
Publish
Date
Certifying
Analyst
13-Aug-07 Harry C.
Curtis
3-Aug-07
Harry C.
Curtis
2-Aug-07
Harry C.
Curtis
Headline
Vivek Juneja
Steel Dynamics, Inc.
13-Sep-07 Michael
Gambardella
25-Jul-07 Michael
Gambardella
Current Year
EPS
EPS
EPS
To Hotel Investors.
OVERWEIGHT 0.8200
Worldwide : The Long And The
Short Of It: Most, But Not All, Bad
News Is In The Stock
OVERWEIGHT 0.8200
Worldwide : International
Outperforms, But Timeshare
Accounting Shifts 2008 Profit To
2009-2010.
OVERWEIGHT 0.6400
Worldwide : Backing Out One-Time
Items, A Modest Beat.
Q3-07
2.8100
FY07
USD
*
NA
NA
Q2-07
0.6500
Q3-07
2.6400
FY07
USD
*
NA
NA
Q2-07
0.6500
Q3-07
2.6400
FY07
USD
*
NA
NA
1.0700
Q2-07
0.9900
Q3-07
3.9400
FY07
USD
*
NA
NA
Steel Dynamics : Adj Estimates for OVERWEIGHT 1.0200
The Techs Acquisition
Steel Dynamics : If this is the trough,OVERWEIGHT 1.0200
it isn't so bad; Raising EPS
Q2-07
1.1200
Q3-07
4.3300
FY07
USD
*
NA
NA
Q2-07
1.1200
Q3-07
4.3300
FY07
USD
*
NA
NA
Q2-07
0.1900
Q3-07
0.7300
FY07
USD
*
NA
NA
Q2-07
0.1900
Q3-07
0.7300
FY07
USD
*
NA
NA
Q2-07
0.0000
Q3-07
0.0600
FY07
USD
*
NA
NA
Q2-07
0.0000
Q3-07
0.0600
FY07
USD
*
NA
NA
Q2-07
0.1100
Q3-07
0.2800
FY07
USD
*
NA
NA
Q2-07
0.1100
Q3-07
0.2800
FY07
USD
*
NA
NA
STT
State Street : Discretionary Exp,
Deposit Shift, Debt Costs, IFIN
NEUTRAL
STLD
Sterling Bancshares, Inc.
Stillwater Mining Company
7-Aug-07
20-Jul-07
17-Jul-07
Price Target Period
Begin Date End Date
0.6600
SBIB
25-Sep-07 John Pancari Sterling Bancshares : Small
OVERWEIGHT 0.1800
Acquisition of Ten Branches in
Dallas/Fort Worth - ALERT
24-Jul-07 John Pancari Sterling Bancshares : Solid 2Q and OVERWEIGHT 0.1700
Favorable Outlook Support
Overweight
8-Aug-07
Q2-07
State Street Corporation
19-Jul-07
Rating
SWC
John Bridges Stillwater Mining : Wrap Q2'07: PriceOVERWEIGHT -0.0300
fall overdone; a buying opportunity.
Adj. Ests.
John Bridges Stillwater Mining : Quick Q2'07:
OVERWEIGHT -0.0300
Guiding lower, but stock weakness
overdone - ALERT
John Bridges Stillwater Mining : Reports Q2
OVERWEIGHT 0.0400
production; will lower guidance ALERT
John Bridges Stillwater Mining : Union Ratifies
OVERWEIGHT 0.0400
Page 184 of 225
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Date
Certifying
Analyst
Headline
10-Jul-07
New Labor Contract - ALERT
John Bridges Stillwater Mining : Talks fail; strike
begins - ALERT
Strayer Education, Inc.
27-Jul-07
16-Jul-07
Edward
Yruma
Edward
Yruma
27-Jul-07
26-Jul-07
0.1100
Q3-07
0.2800
FY07
USD
*
NA
NA
Stone Energy : Initiating Share
OVERWEIGHT 1.2900
Repurchase Program - Positive For
Stock - ALERT
Q2-07
1.0500
Q3-07
3.5900
FY07
USD
*
NA
NA
Q2-07
0.5000
Q3-07
4.2300
FY07
USD
*
NA
NA
Q2-07
0.5000
Q3-07
4.2300
FY07
USD
*
NA
NA
2-Aug-07
SGY
STRA
Stryker Corp : Strong Revenue and
Heavy Investment in 2Q07
NEUTRAL
0.6100
Q2-07
0.5500
Q3-07
2.4000
FY07
USD
*
NA
NA
NEUTRAL
1.1000
Q2-07
1.0200
Q3-07
4.5300
FY07
CAD
*
NA
NA
NEUTRAL
1.0200
Q2-07
1.0200
Q3-07
4.5300
FY07
CAD
*
NA
NA
NEUTRAL
4.2000
Q2-07
2.7200
Q3-07
9.3900
FY07
USD
*
NA
NA
Sunstone Hotel Investors Inc. :
OVERWEIGHT 0.2200
Attractive Risk-Reward
Sunstone Hotel Investors Inc. :
OVERWEIGHT 0.2200
Small 2Q Beat; 2H Raised on Lower
Share Count
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
5.9700
FY07
USD
*
NA
NA
SU.TO
KATHERINE
LUCAS
KATHERINE
LUCAS
Sunoco, Inc.
Price Target Period
Begin Date End Date
SYK
Michael N.
Weinstein
Suncor Energy Inc.
Q2-07
Strayer Education, Inc : 2Q: Rolling OVERWEIGHT 1.2000
On; Raising Estimates
Strayer Education, Inc : Organic
OVERWEIGHT 1.1400
Education; Initiate at Overweight
Stryker Corporation
20-Jul-07
Current Year
EPS
EPS
EPS
OVERWEIGHT 0.0400
Stone Energy Corporation
25-Sep-07 Brian L.
Kuzma
Rating
Suncor Energy : 2Q07 results
reinforce solid outlook for 2H07
Suncor Energy : 2Q07 in line,
stronger than expected oil sands
result - ALERT
SUN
Daniel Vetter Sunoco : Running on all cylinders
for the rest of 2007; adj. est.
Sunstone Hotel Investors, Inc
10-Aug-07 Charles P.
Scholes
9-Aug-07 Charles P.
Scholes
SunTrust Banks, Inc.
SHO
STI
SunTrust Banks, Inc. : Alt-A NPLs
Up Sharply; Asset Bk CP Impact 10Q
NEUTRAL
1.4800
Page 185 of 225
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Date
Certifying
Analyst
Headline
Rating
24-Jul-07
Vivek Juneja
NEUTRAL
1.4800
Q2-07
1.5100
Q3-07
5.9400
FY07
USD
*
NA
NA
5-Jul-07
Vivek Juneja
SunTrust Banks, Inc. : Higher Credit
Losses, Rev Offset Exp, B/S
Benefits
SunTrust Banks, Inc. : Tweaking
Est: Cost Savings, Credit Losses,
Share Buybacks
NEUTRAL
NA
Q2-07
NA
Q3-07
5.9700
FY07
USD
*
NA
NA
Q2-07
0.7800
Q3-07
2.5000
FY07
USD
*
NA
NA
Q2-07
0.7800
Q3-07
2.5000
FY07
USD
*
NA
NA
-0.3600
Q2-07
0.5500
Q3-07
1.8200
FY07
USD
*
NA
NA
-0.3200
Q2-07
0.5500
Q3-07
1.8200
FY07
USD
*
NA
NA
0.2500
Q2-07
0.5500
Q3-07
1.6600
FY07
USD
*
NA
NA
Susser Holdings Corp. : Upgrade to OVERWEIGHT 0.3700
Overweight from Neutral;
Revaluation Upward
Q2-07
0.2600
Q3-07
0.2500
FY07
USD
*
NA
NA
Q2-07
0.7900
Q3-07
3.2600
FY07
USD
*
NA
NA
Q2-07
0.7900
Q3-07
3.1200
FY07
USD
*
NA
NA
Q1-08
0.2500
Q2-08
1.1800
FY07
USD
*
NA
NA
Superior Essex Inc.
7-Aug-07
Curtis
Woodworth
3-Aug-07
Curtis
Woodworth
Superior Essex Inc. : Acquisitions OVERWEIGHT 0.8200
Create Step Function Change in
EPS Trajectory - Increasing 08 EPS
View to $3.60
Superior Essex Inc. : Solid 2Q EPS OVERWEIGHT 0.8200
Driven by Solid Margin Perf. - Tone
for 2H-07 Is Strong; Reit OW ALERT
Superior Offshore International, Inc.
15-Aug-07 David C.
Smith
David C.
Smith
SVB Financial Group
19-Jul-07
SUSS
SIVB
John Pancari SVB Financial : 2Q07 Results
OVERWEIGHT 0.8800
Support Favorable Outlook, Despite
NIM Decline and NCO Blip
John Pancari SVB Financial : Exit of SVB Alliant OVERWEIGHT 0.7400
and Raised 2Q EPS Expectation a
Positive; Reiterate Overweight ALERT
Symantec Corporation
30-Aug-07 Adam Holt
Price Target Period
Begin Date End Date
DEEP
Superior Offshore International :
NEUTRAL
Increasingly Attractive Valuation, but
Risks Remain
Superior Offshore International : Big NEUTRAL
Miss on Lower Activity, Transition
Costs - ALERT
Superior Offshore International :
NEUTRAL
Trimming 2Q07 Estimates
Susser Holdings Corporation
24-Sep-07 Stephen
Chick
27-Jul-07
SPSX
22-Aug-07 David C.
Smith
9-Jul-07
Current Year
EPS
EPS
EPS
SYMC
Symantec : Norton 2008 Releases
NEUTRAL
0.2900
Page 186 of 225
Publish
Date
10-Jul-07
Certifying
Analyst
Symbion Inc : 2Q07 Results Do
Little to Calm Buyout Jitters
P. Sterling
Auty II
SYNNEX Corporation
SNX
SYNNEX Corporation : Margin
expansion story playing out
Synopsys Inc : Solid Q3 & Outlook;
Adjusting Est.
Synopsys Inc : Expands
Relationship with Intel; Positive ALERT
NEUTRAL
0.2000
Q1-08
0.2600
Q2-08
1.1200
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-07
0.2100
Q3-07
0.8900
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
0.2400
Q3-07
0.8500
FY07
USD
*
NA
NA
OVERWEIGHT 0.4600
Q3-07
0.5400
Q4-07
1.8800
FY07
USD
*
NA
NA
NEUTRAL
0.3200
Q3-07
0.3400
Q4-07
1.2900
FY07
USD
*
NA
NA
NEUTRAL
0.3000
Q3-07
0.3400
Q4-07
1.2900
FY07
USD
*
NA
NA
Synovus Financial Corp. : 2Q07
OVERWEIGHT 0.4800
Post Call Comments; The Last Step
in Evaluating a Spin of TSYS Is
Reached, Maintain OW
Synovus Financial Corp. : 2Q07
OVERWEIGHT 0.4900
First Look, Credit Quality Pressures
Intensify, But Timeline Given on
Potential TSYS Spin - ALERT
Q2-07
0.5100
Q3-07
1.9700
FY07
USD
*
NA
NA
Q2-07
0.5100
Q3-07
1.9700
FY07
USD
*
NA
NA
Syntel, Inc. : Q207 Results: First
Take - Solid Upside to Results and
Guidance; Positive - ALERT
Synovus Financial Corp.
25-Jul-07
Steven
Alexopoulos
24-Jul-07
Steven
Alexopoulos
26-Jul-07
Price Target Period
Begin Date End Date
SNPS
Auty II
Auty II
Syntel, Inc.
SVR
Syniverse : Good Quarter: Two Big
Hurdles Remain; Adj. Ests.
25-Sep-07 Jason M.
Gursky
Synopsys, Inc.
Current Year
EPS
EPS
EPS
SMBI
Andreas
Dirnagl
Syniverse Holdings, Inc.
1-Aug-07
Rating
Yield Product Improvements, but No
Pricing Changes
Symantec : Further Management
Changes at Symantec
Adam Holt
Symbion, Inc.
27-Jul-07
Headline
SNV
SYNT
Christine
Pezino
SYSCO Corporation
24-Sep-07 Stephen
NEUTRAL
0.2900
Q2-07
0.3400
Q3-07
1.3600
FY07
USD
*
NA
NA
NEUTRAL
0.5300
Q4-08
0.4600
Q1-09
1.7900
FY07
USD
*
NA
NA
SYY.N
Sysco Corporation :
Page 187 of 225
Publish
Date
Certifying
Analyst
Headline
Chick
Glass-Half-Empty: Analyst Mtg;
Neutral - PFGC>SYY
Sysco Corporation : Update: Q4
Review; PFGC > SYY
14-Aug-07 Stephen
Chick
3-Aug-07
Taleo Corporation
Adam Holt
1-Aug-07
Adam Holt
Target Corporation
NA
Q1-09
1.7000
FY07
USD
*
NA
NA
OVERWEIGHT -0.6400
Q3-07
0.0900
Q4-07
-1.3000
FY07
USD
*
NA
NA
OVERWEIGHT -0.6800
Q3-07
0.0900
Q4-07
-1.3000
FY07
USD
*
NA
NA
OVERWEIGHT -0.6800
Q3-07
0.0900
Q4-07
-1.3000
FY07
USD
*
NA
NA
OVERWEIGHT -0.5800
Q3-07
NA
Q4-07
0.1000
FY07
USD
*
NA
NA
Taleo : Taleo World Yields Details OVERWEIGHT 0.1000
on Expanding Growth Story
Taleo : Another Strong Quarter,
OVERWEIGHT 0.1000
Leverage Springs Better Guidance;
Raising Estimates
Taleo : Q2 Should Underscore
OVERWEIGHT 0.0900
Share Gains and Product Strength
Q2-07
NA
Q3-07
NA
FY07
USD
*
NA
NA
Q2-07
0.0700
Q3-07
0.3400
FY07
USD
*
NA
NA
Q2-07
0.0700
Q3-07
0.3400
FY07
USD
*
NA
NA
0.8000
Q2-08
0.6400
Q3-08
3.6000
FY07
USD
*
NA
NA
0.8000
Q2-08
0.6400
Q3-08
3.6000
FY07
USD
*
NA
NA
0.8000
Q2-08
0.6700
Q3-08
3.6000
FY07
USD
*
NA
NA
0.8100
Q2-08
0.6700
Q3-08
3.6100
FY07
USD
*
NA
NA
Taubman Centers, Inc.
Michael
Mueller
17-Jul-07
Michael
Mueller
TTWO
TGT
25-Sep-07 Charles
Grom
13-Sep-07 Charles
Grom
22-Aug-07 Charles
Grom
21-Aug-07 Charles
Grom
25-Jul-07
Price Target Period
Begin Date End Date
TLEO
11-Sep-07 Adam Holt
3-Aug-07
NEUTRAL
Q4-08
Take-Two Interactive Software :
Solid Quarter, Outlook Brighter
Sells Joytech, Small Positive
Bioshock Tops Gamerankings For
360
GTA IV Delayed; Take-Two Could
Be Take-Out
Dean
Gianoukos
Current Year
EPS
EPS
EPS
0.4800
Take-Two Interactive Software, Inc.
11-Sep-07 Dean
Gianoukos
7-Sep-07 Dean
Gianoukos
21-Aug-07 Dean
Gianoukos
Rating
Target Corporation : Aye-Yi-Yi, StickOVERWEIGHT
w/Quality, TGT>WMT
Target Corporation : The Ackman OVERWEIGHT
Factor? Initial Thoughts, Overweight
Target Corporation : Flight to
OVERWEIGHT
"Quality", Minneapolis > Bentonville
Target Corporation : First Shot, 2Q OVERWEIGHT
OK, '07 Guidance Backed
TCO
Taubman Centers : Q2 well ahead
on lease term income and ops;
Guidance up 1%
Taubman Centers : Model
Adjustment
NEUTRAL
0.1600** Q2-07 0.6200** Q3-07 2.8100**
FY07
USD
*
NA
NA
NEUTRAL
0.6000** Q2-07 0.6200** Q3-07 2.8100**
FY07
USD
*
NA
NA
Page 188 of 225
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Date
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Analyst
Headline
TCF Financial Corporation
24-Jul-07
Steven
Alexopoulos
24-Jul-07
Steven
Alexopoulos
0.4800
Q3-07
1.8300
FY07
USD
*
NA
NA
Q2-07
0.4800
Q3-07
1.8300
FY07
USD
*
NA
NA
Q2-08
0.5200
Q3-08
2.0300
FY07
USD
*
NA
NA
0.2000
Q2-07
NA
Q3-07
1.0500
FY07
USD
*
NA
NA
Teekay Corporation : 2Q EPS Beat OVERWEIGHT 0.9000
Est.; More MLP Cash Flow Coming
Q2-07
0.9600
Q3-07
4.2500
FY07
USD
*
NA
NA
Teekay LNG Partners L.P. : In-line OVERWEIGHT 0.2300
2Q CDU (up 15%); New LNG
Project
Q2-07
0.2800
Q3-07
1.0600
FY07
USD
*
NA
NA
Telik Inc : 2Q Uneventful, Waiting
for Action on Telcyta
-0.2700
Q2-07
-0.2500
Q3-07
-1.0800
FY07
USD
*
NA
NA
Tellabs : Q2 Wrap: Weakening
UNDERWEIGHT0.0700
Gross Margin Erodes Earnings
Power, Lowering Ests. and Reit UW
Q2-07
0.1000
Q3-07
0.3600
FY07
USD
*
NA
NA
Q2-07
0.4100
Q3-07
1.9500
FY07
USD
*
NA
NA
TECD
Jonathan
Chappell
Jonathan
Chappell
Telik, Inc.
TELK
9-Aug-07
Geoffrey
Meacham
Tellabs, Inc.
25-Jul-07
TECO Energy Inc : Guides to Lower
End of 2007 EPS Range on Weak
Volumes at Utilities - ALERT
NEUTRAL
TK
TGP
NEUTRAL
TLAB
Ehud A.
Gelblum Ph
D
Temple-Inland, Inc.
6-Aug-07
UNDERWEIGHT0.5000
TE
Nikki
Edgecombe
Teekay LNG Partners L.P.
3-Aug-07
Price Target Period
Begin Date End Date
TCB
Tech Data Corp. : Finally a nice
summer surprise
Teekay Corporation
3-Aug-07
Q2-07
Tech Data Corporation
2-Aug-07
Current Year
EPS
EPS
EPS
TCF Financial Corporation : 2Q07 UNDERWEIGHT0.4600
First Look; Core EPS a Penny
Short, Another Reserve Build This
Quarter - ALERT
TCF Financial Corporation : 2Q07 UNDERWEIGHT0.4600
Post Call Comments; Reserve Build
Underlies Mixed Quarter, Maintain
Underweight
23-Aug-07 Jason M.
Gursky
TECO Energy, Inc.
Rating
Claudia K.
Shank
TIN
Temple-Inland : To Sell 1.55MM
Acres of Timberland; Valuation
NEUTRAL
0.5900
Page 189 of 225
Publish
Date
25-Jul-07
25-Jul-07
Certifying
Analyst
Headline
Attractive, but Tax Leakage High ALERT
Temple-Inland : Pre-Call Note:
Another Solid Quarter - ALERT
Temple-Inland : 2Q OK Despite
Housing Weakness; Adjusting Ests.
Claudia K.
Shank
Claudia K.
Shank
Edward
Yruma
6-Aug-07
Edward
Yruma
Tenaris S.A. (ADR)
3-Aug-07
7-Aug-07
31-Jul-07
Andreas
Dirnagl
Andreas
Dirnagl
Q2-07
0.5500
Q3-07
2.1500
FY07
USD
*
NA
NA
NEUTRAL
0.5900
Q2-07
0.4100
Q3-07
1.9500
FY07
USD
*
NA
NA
Tempur-Pedic : Positive
OVERWEIGHT 0.3900
Pre-Announcement Supports Our
Recent Upgrade - Overweight ALERT
Tempur-Pedic : Mgt. Meetings:
NEUTRAL 0.3900
Vegas Notes, Continued Momentum
Q2-07
0.4800
Q3-07
1.7400
FY07
USD
*
NA
NA
Q2-07
0.4400
Q3-07
1.6700
FY07
USD
*
NA
NA
Tenaris SA : 2Q should be a soft
OVERWEIGHT 0.7700
patch in an otherwise robust story Overweight
Q2-07
0.8000
Q3-07
3.2900
FY07
USD
*
NA
NA
Tenet Healthcare : THC : 2Q07 Miss
UNDERWEIGHT0.0000
of $0.05; More After Call - ALERT
Tenet Healthcare : THC: 2Q07
UNDERWEIGHT-0.0200
Results Fail to Impress; Mgmt Still
Seems Overoptimistic; Lowering
Est.
Q2-07
-0.0400
Q3-07
-0.1000
FY07
USD
*
NA
NA
Q2-07
-0.0400
Q3-07
-0.1600
FY07
USD
*
NA
NA
Tenneco Automotive : NA/Europe
Production to Drive 2H Earnings
NEUTRAL
0.8700
Q2-07
0.4200
Q3-07
1.7700
FY07
USD
*
NA
NA
20-Jul-07
Teradyne, Inc. : C2Q07 Earnings
Results - The Back-End Cycle Is In
Full Swing
NEUTRAL
0.1400
Q2-07
0.1300
Q3-07
0.5600
FY07
USD
*
NA
NA
Terex Corp : Was 2Q The Peak
Operating Margin? Adj Ests
UNDERWEIGHT1.6600
Q2-07
1.4200
Q3-07
5.5000
FY07
USD
*
NA
NA
25-Jul-07
Terex Corp : A Modest Beat and
UNDERWEIGHT1.6600
Q2-07
1.4200
Q3-07
5.4000
FY07
USD
*
NA
NA
THC
TER
Christopher
Blansett
Terex Corporation
26-Jul-07
TPX
TEN
Himanshu
Patel
Teradyne, Inc.
Price Target Period
Begin Date End Date
TS
Rodolfo
Angele
Tenneco Inc.
0.5800
Tenet Healthcare Corporation
7-Aug-07
Current Year
EPS
EPS
EPS
NEUTRAL
Tempur-Pedic International Inc.
6-Sep-07
Rating
Stephen
Volkmann
CFA
Stephen
TEX
Page 190 of 225
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Analyst
Headline
Volkmann
CFA
Tesoro Corporation
7-Aug-07
7-Aug-07
Adam
Greene
2.1400
Q3-07
7.3300
FY07
USD
*
NA
NA
Q2-07
2.1400
Q3-07
7.3300
FY07
USD
*
NA
NA
0.6300
Q2-07
0.6400
Q3-07
2.3300
FY07
USD
*
NA
NA
OVERWEIGHT 0.3100
Q2-07
0.3200
Q3-07
1.2600
FY07
USD
*
NA
NA
Texas Instruments : Update After OVERWEIGHT 0.4200
Close, Expect Narrowing of
Guidance Range, Reiterate
Overweight
Texas Instruments : Detailed
OVERWEIGHT 0.4200
Analysis of Impact From Nokia
Announcement - MOT Share Gains
Roughly Even with NOK Loss
Texas Instruments : Expecting Solid OVERWEIGHT 0.4200
2Q07 Results and Above-Seasonal
3Q07 Guidance, Raising Estimates
Q2-07
0.4900
Q3-07
1.7700
FY07
USD
*
NA
NA
Q2-07
0.4900
Q3-07
1.7700
FY07
USD
*
NA
NA
Q2-07
0.4700
Q3-07
1.7200
FY07
USD
*
NA
NA
10-Jul-07
Christopher
Danely
Texas Roadhouse, Inc.
31-Jul-07
Texas Roadhouse Inc. : 2Q In Line OVERWEIGHT 0.1200
With Our Est.; F07 Guidance
Maintained
Q2-07
0.1400
Q3-07
0.5400
FY07
USD
*
NA
NA
Textron : Highlights of Cessna
OVERWEIGHT 0.8450
Analyst Meeting at NBAA
Textron : NBAA Update: Cessna
OVERWEIGHT 0.8450
Orders Keep On Coming - ALERT
Q2-07
0.7800
Q3-07
3.2800
FY07
USD
*
NA
NA
Q2-07
0.7800
Q3-07
3.2800
FY07
USD
*
NA
NA
TEVA
Teva Pharmaceuticals : Generic
Famvir Shipped
Texas Instruments Incorporated
Danely
Christopher
Danely
Steven Rees
Textron Inc.
Price Target Period
Begin Date End Date
Q2-07
NEUTRAL
TCBI
John Pancari Texas Capital Bancshares : Solid
2Q Results Support Overweight
Thesis
9-Aug-07
TSO
Daniel Vetter Tesoro Corporation : Modest EPS UNDERWEIGHT3.1100
surprise, despite costs associated
LA refinery integration - ALERT
Daniel Vetter Tesoro Corporation : Strategy shift UNDERWEIGHT3.1100
emphasizes organic growth; adj est
Texas Capital Bancshares, Inc.
19-Jul-07
Current Year
EPS
EPS
EPS
Raise, Backlog Remains Healthy ALERT
Teva Pharmaceutical Industries Ltd (ADR)
6-Sep-07
Rating
TXN
TXRH
TXT
Tusa Jr.
Tusa Jr.
Page 191 of 225
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Headline
Tusa Jr.
Tusa Jr.
Tusa Jr.
Tusa Jr.
Textron : Bell Margin The Next Leg OVERWEIGHT
To TXT Story
Textron : Notes from Dinner at
OVERWEIGHT
Mirabel - ALERT
Textron : Strong 2Q; $8 in '08
OVERWEIGHT
Coming Into View
Textron : Follow-Up to the Conf. CallOVERWEIGHT
- ALERT
Matthew
Heimermann
Q3-07
3.2750
FY07
USD
*
NA
NA
0.8450
Q2-07
0.7750
Q3-07
3.2750
FY07
USD
*
NA
NA
1.6900
Q2-07
1.5500
Q3-07
6.3000
FY07
USD
*
NA
NA
1.4500
Q2-07
1.5500
Q3-07
6.3000
FY07
USD
*
NA
NA
1.7600
Q2-07
1.4700
Q3-07
6.9400
FY07
USD
*
NA
NA
Bank of New York Mellon Corp. :
OVERWEIGHT 0.6300
Asset Mgmt/Svcg, DRs Led Strong
Fundamentals
Q2-07
0.5800
Q3-07
2.3700
FY07
USD
*
NA
NA
ALL
BA
6-Sep-07
Boeing Company : 787 Delivery
Delay Likely; Adjusting Estimates
Boeing Company : Strong, Clean
Q2; Attention Will Now Shift to
Progress on 787; Adjusting
Estimates
26-Jul-07
NEUTRAL
1.3500
Q2-07
1.1900
Q3-07
5.0500
FY07
USD
*
NA
NA
NEUTRAL
1.3500
Q2-07
1.1900
Q3-07
5.0500
FY07
USD
*
NA
NA
John Ivankoe The Cheesecake Factory, Inc. : 2Q UNDERWEIGHT0.3300
In Line With Pre-Releases. Slightly
Better Outlook Doesn't Change UW
Thesis. Adjusting Ests.
John Ivankoe The Cheesecake Factory, Inc. :
UNDERWEIGHT0.3300
Continue to Recommend Selling On
Strength
Q2-07
0.2600
Q3-07
1.1100
FY07
USD
*
NA
NA
Q2-07
0.2600
Q3-07
1.1100
FY07
USD
*
NA
NA
1.6000
Q2-07
1.2500
Q3-07
5.6900
FY07
USD
*
NA
NA
OVERWEIGHT 0.6200
Q4-07
0.6200
Q4-07
3.4000
FY07
USD
*
NA
NA
The Cheesecake Factory Incorporated
25-Jul-07
10-Jul-07
The Chubb Corporation
25-Jul-07
NEUTRAL
BK
The Boeing Company
Joseph B.
Nadol
Joseph B.
Nadol
Price Target Period
Begin Date End Date
0.7750
Allstate Corp. : Underlying 2Q EPS
In-line; Better Than Peers
Vivek Juneja
Q2-07
The Bank of New York Mellon Corporation
24-Jul-07
Current Year
EPS
EPS
EPS
0.8450
The Allstate Corporation
19-Jul-07
Rating
Matthew
Heimermann
CAKE
CB
Chubb Corp. : Raising Estimates
For 2Q Results And Increased
Buybacks
The Clorox Company
CLX
13-Aug-07 John
Clorox : Bigger, Faster, Cheaper -
NEUTRAL
Page 192 of 225
Publish
Date
3-Aug-07
2-Aug-07
1-Aug-07
31-Jul-07
Certifying
Analyst
Faucher
John
Faucher
John
Faucher
John
Faucher
John
Faucher
Headline
ALERT
Clorox : CLX Gets Wiped Out By
OVERWEIGHT
Weak Q4
Clorox : CLX's Q4 Major
OVERWEIGHT
Disappointment - ALERT
Clorox : Reading The Print: What ToOVERWEIGHT
Look For In CLX's FQ4
Clorox : Attractive Heading Into
OVERWEIGHT
FQ4; Lowering 08 Estimates
17-Jul-07
16-Jul-07
16-Jul-07
John
Faucher
John
Faucher
John
Faucher
John
Faucher
Michael N.
Weinstein
The Dress Barn, Inc.
Kim
Kim
Q2-08
3.4000
FY08
USD
*
NA
NA
1.1000
Q4-07
0.8100
Q1-08
3.2600
FY07
USD
*
NA
NA
1.1000
Q4-07
0.8100
Q1-08
3.2600
FY07
USD
*
NA
NA
1.1000
Q4-07
0.8100
Q1-08
3.2600
FY07
USD
*
NA
NA
Coca-Cola Co. : Another Solid
OVERWEIGHT 0.8000
Result for KO - ALERT
Coca-Cola Co. : Despite Stock
OVERWEIGHT 0.8000
Reaction, Q2 Better Than Expected
Coca-Cola Co. : Q207 EPS PreviewOVERWEIGHT 0.8000
Q2-07
0.6700
Q3-07
2.5900
FY07
USD
*
NA
NA
Q2-07
0.6700
Q3-07
2.5900
FY07
USD
*
NA
NA
Q2-07
0.6700
Q3-07
2.5900
FY07
USD
*
NA
NA
Coca-Cola Co. : Reading The Print: OVERWEIGHT 0.8000
What To Look For In KO's Q2
Q2-07
0.6700
Q3-07
2.5900
FY07
USD
*
NA
NA
0.6900
Q3-07
0.7200
Q4-07
2.2600
FY07
USD
*
NA
NA
OVERWEIGHT 1.0700
Q2-07
0.8500
Q3-07
3.7500
FY07
USD
*
NA
NA
OVERWEIGHT 1.0700
Q2-07
0.8500
Q3-07
3.8000
FY07
USD
*
NA
NA
NA
Q4-07
NA
Q1-08
1.4500
FY08
USD
*
NA
NA
NA
Q4-07
NA
Q1-08
1.5300
FY08
USD
*
NA
NA
0.9800
Q2-07
0.9900
Q3-07
4.5800
FY07
USD
*
NA
NA
KO.N
COO
The Cooper Companies, Inc. : Solid
3Q Results; Raising Sales
Estimates
Fred W.
Searby
NEUTRAL
DOW
Dow Chemical : We Expect a
Ragged Third Quarter
Dow Chemical : Life on the Ridge
DBRN
The Dress Barn, Inc. : Best House in NEUTRAL
a Bad Neighborhood
The Dress Barn, Inc. : Quick Takes
NEUTRAL
from the Conference Call.... ALERT
The Dun & Bradstreet Corporation
7-Aug-07
Price Target Period
Begin Date End Date
0.6200
The Dow Chemical Company
Zekauskas
Zekauskas
Q1-08
The Cooper Companies, Inc.
7-Sep-07
Current Year
EPS
EPS
EPS
0.6200
The Coca-Cola Company
17-Jul-07
Rating
DNB
D&B Corp. : Solid 2Q07
NEUTRAL
Page 193 of 225
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Analyst
Headline
The E.W. Scripps Company
14-Sep-07 Fred W.
Searby
25-Jul-07 Fred W.
Searby
24-Jul-07 Fred W.
Searby
15-Aug-07 John
Faucher
10-Jul-07 John
Faucher
The Finish Line, Inc.
30-Aug-07 Robert
Samuels
1-Aug-07
George A.
Sacco
27-Jul-07
Himanshu
Patel
Price Target Period
Begin Date End Date
Q2-07
0.4300
Q3-07
2.1900
FY07
USD
*
NA
NA
Q2-07
0.5100
Q3-07
2.2900
FY07
USD
*
NA
NA
Q2-07
0.5100
Q3-07
2.2900
FY07
USD
*
NA
NA
EL
Estee Lauder : Spending Like
There's No Tomorrow
Estee Lauder : Where's All The GP
Going? Guidance Going Down. ALERT
Estee Lauder : Reading The Print:
What To Look For In EL's Q4
Estee Lauder : EL Acquires Ojon
Corp., a Small Hair Care Brand ALERT
NEUTRAL
0.6300
Q4-08
0.3300
Q1-09
2.4500
FY07
USD
*
NA
NA
NEUTRAL
0.4900
Q4-07
0.3300
Q1-08
2.2000
FY07
USD
*
NA
NA
NEUTRAL
0.4900
Q4-07
0.3300
Q1-08
2.2000
FY07
USD
*
NA
NA
NEUTRAL
0.4900
Q4-07
0.3300
Q1-08
2.2000
FY07
USD
*
NA
NA
NEUTRAL
0.1200
Q2-08
-0.0800
Q3-08
0.4900
FY07
USD
*
NA
NA
NEUTRAL
0.9300
Q4-08
NA
Q1-09
3.9400
FY07
USD
*
NA
NA
NEUTRAL
0.8500
Q4-07
NA
Q1-08
3.9400
FY07
USD
*
NA
NA
Goodyear Tire & Rubber : Debt
OVERWEIGHT 0.3600
Reduction Announced, More
Possible - ALERT
Goodyear Tire & Rubber : Quarter OVERWEIGHT 0.3600
Misread? Potential Buying
Opportunity; Cut EPS
Q2-07
0.4800
Q3-07
1.3300
FY07
USD
*
NA
NA
Q2-07
0.6100
Q3-07
1.5100
FY07
USD
*
NA
NA
FINL
The Finish Line, Inc : Weak GCO
Results Could Dampen Merger
Prospects - ALERT
FMD
First Marblehead : Strong Quarter
Overshadowed by ABS Market
Uncertainty - ALERT
First Marblehead : Downgrading to
Neutral to Reflect Uncertain ABS
Market; Longer-Term Thesis
Remains Intact
The Goodyear Tire & Rubber Company
15-Aug-07 Himanshu
Patel
SSP
The First Marblehead Corporation
10-Aug-07 George A.
Sacco
Current Year
EPS
EPS
EPS
E.W. Scripps : Cable Nets Seeing OVERWEIGHT 0.6200
Improving Trends
E.W. Scripps : 2Q EPS in Line with OVERWEIGHT 0.6200
Guidance; Thesis Intact
E.W. Scripps : 2Q EPS in Line with OVERWEIGHT 0.6100
Guidance - ALERT
The Estee Lauder Companies Inc.
17-Aug-07 John
Faucher
16-Aug-07 John
Faucher
Rating
GT
Page 194 of 225
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Date
Certifying
Analyst
Headline
Rating
Greenbrier Company : Long-Term
Intermodal Demand Positive, but
Short-Term Trends Warrant
Caution; Initiate at Neutral
NEUTRAL
The Greenbrier Companies
20-Jul-07
Brannon
Cook
The Hershey Company
19-Jul-07
Pablo E.
Zuanic
19-Jul-07
Pablo E.
Zuanic
Pablo E.
Zuanic
Pablo E.
Zuanic
17-Jul-07
9-Jul-07
Q4-07
NA
Q1-08
2.0400
FY07
USD
*
NA
NA
Hain Celestial : Quick Take on 4Q OVERWEIGHT 0.2800
Results - ALERT
Hain Celestial : Updating Estimates OVERWEIGHT 0.2800
Q1-08
NA
Q2-08
1.3800
FY08
USD
*
NA
NA
Q4-07
0.2600
Q1-08
1.1800
FY07
USD
*
NA
NA
Q2-07
0.8200
Q3-07
2.4300
FY07
USD
*
NA
NA
Q2-07
0.8200
Q3-07
2.4300
FY07
USD
*
NA
NA
Q2-07
0.8200
Q3-07
2.4300
FY07
USD
*
NA
NA
Q2-07
0.8200
Q3-07
2.4900
FY07
USD
*
NA
NA
0.7700
Q2-08
0.6100
Q3-08
2.4300
FY07
USD
*
NA
NA
0.7700
Q2-08
0.5800
Q3-08
2.3000
FY07
USD
*
NA
NA
0.7700
Q2-08
0.5800
Q3-08
2.3000
FY07
USD
*
NA
NA
0.7700
Q2-08
0.5800
Q3-08
2.2000
FY07
USD
*
NA
NA
0.7700
Q2-08
0.5800
Q3-08
2.2000
FY07
USD
*
NA
NA
0.6400
Q2-08
0.5800
Q3-08
2.2000
FY07
USD
*
NA
NA
0.6400
Q2-08
0.5800
Q3-08
2.2000
FY07
USD
*
NA
NA
0.6400
Q2-08
0.5800
Q3-08
2.2000
FY07
USD
*
NA
NA
0.7400
Q2-08
0.6700
Q3-08
2.5000
FY07
USD
*
NA
NA
HAIN
HSY
The Hershey Company : Quick Take
UNDERWEIGHT0.3400
on 2Q07 (Out at 7am Today) ALERT
The Hershey Company : The
UNDERWEIGHT0.3400
Rationale to Remain Underweight
The Hershey Company : See
UNDERWEIGHT0.3400
Downside When 2Q Comes Out
The Hershey Company : Updating UNDERWEIGHT0.4200
Estimates
The Home Depot, Inc.
HD
Home Depot : Capital Allocation:
OVERWEIGHT
Subtle Steps; Overweight
Home Depot : Adj Estimates Post OVERWEIGHT
Phase I of Recap; Overweight
Home Depot : HD Supply Update; OVERWEIGHT
Overweight - ALERT
Home Depot : Wall-of-Worry is
OVERWEIGHT
Healthy; Overweight; Q2 Review
Home Depot : HD Supply Update; OVERWEIGHT
Line in the Sand
Home Depot : Revised Tender; HD OVERWEIGHT
Supply - Overweight
Home Depot : Revision to Tender OVERWEIGHT
Range Likely - Favorable;
Overweight
Home Depot : The Equity Value of aOVERWEIGHT
Recapitalization; Overweight
Home Depot : Update; Tender;
OVERWEIGHT
Steps Forward; Overweight
11-Jul-07
Stephen
Chick
Stephen
Chick
Price Target Period
Begin Date End Date
0.8000
20-Sep-07 Stephen
Chick
10-Sep-07 Stephen
Chick
28-Aug-07 Stephen
Chick
15-Aug-07 Stephen
Chick
15-Aug-07 Stephen
Chick
10-Aug-07 Stephen
Chick
7-Aug-07 Stephen
Chick
13-Jul-07
GBX
The Hain Celestial Group, Inc.
30-Aug-07 Pablo E.
Zuanic
9-Jul-07 Pablo E.
Zuanic
Current Year
EPS
EPS
EPS
Page 195 of 225
Publish
Date
Certifying
Analyst
10-Jul-07
Stephen
Chick
Stephen
Chick
5-Jul-07
The Kroger Co.
Headline
Home Depot : Guidance; Tender; OVERWEIGHT 0.7400
Overweight - ALERT
Home Depot : Update; Dutch
OVERWEIGHT 0.7600
Tender Likely; S/T, L/T - Overweight
Kroger Co. : Q207 Review; Adj
Estimates
2-Jul-07
Richard
Smith
2-Jul-07
Richard
Smith
Q2-08
0.6700
Q3-08
2.5000
FY07
USD
*
NA
NA
Q2-08
0.6900
Q3-08
2.5600
FY07
USD
*
NA
NA
Q2-08
0.3500
Q3-08
1.6600
FY07
USD
*
NA
NA
Macerich : Model Adjustment
NEUTRAL
0.1900
Q2-07
NA
Q3-07
4.6300*
FY07
USD
*
NA
NA
Macerich : Very good Q2; more
clarity on development ramp
NEUTRAL
0.1900
Q2-07
NA
Q3-07
4.6300*
FY07
USD
*
NA
NA
NEUTRAL
0.7900
Q2-07
1.2000
Q3-07
3.1100
FY07
USD
*
NA
NA
NEUTRAL
0.7900
Q2-07
1.2000
Q3-07
3.1100
FY07
USD
*
NA
NA
NEUTRAL
0.0300
Q2-07
-0.4200
Q3-07
-0.3400
FY07
USD
*
NA
NA
NEUTRAL
0.0500
Q2-07
-0.0700
Q3-07
0.0300
FY07
USD
*
NA
NA
NEUTRAL
0.1200
Q2-07
0.1400
Q3-07
0.4700
FY07
USD
*
NA
NA
NEUTRAL
0.1200
Q2-07
0.1400
Q3-07
0.4700
FY07
USD
*
NA
NA
The New York Times Co. : August
NEUTRAL
Revenue Growth Slightly Ahead of
Tempered Expectations
The New York Times Co. : July
NEUTRAL
News Ad Revs -5%; Non News
Group Strength Boosts Total Growth
0.3400
Q2-07
0.0500
Q3-07
0.9500
FY07
USD
*
NA
NA
0.3400
Q2-07
0.0500
Q3-07
0.9500
FY07
USD
*
NA
NA
MAC
MDCO
The Medicines Company : 2Q07:
Angiomax Struggles, Patent
Uncertainty Continues; Adj Est.
The Medicines Company : HR1778
passes subcmte, but a long way to
go
The Medicines Company :
Acquisition of EU rights; Revised
Financial Guidance - ALERT
The Medicines Company : Thesis
Unchanged with Acquisition of EU
Rights to Angiox; Adj. Ests
The New York Times Company
12-Sep-07 Fred W.
Searby
16-Aug-07 Fred W.
Searby
MHP
The McGraw-Hill Cos. : Positive
Guidance for 2H07
The McGraw-Hill Cos. :
Downgrading to Neutral
The Medicines Company
Richard
Smith
Price Target Period
Begin Date End Date
0.3300
The McGraw-Hill Companies, Inc.
19-Sep-07 Fred W.
Searby
20-Aug-07 Fred W.
Searby
19-Jul-07
NEUTRAL
The Macerich Company
27-Aug-07 Michael
Mueller
3-Aug-07 Michael
Mueller
Richard
Smith
Current Year
EPS
EPS
EPS
KR
18-Sep-07 Stephen
Chick
25-Jul-07
Rating
NYT
Page 196 of 225
Publish
Date
Certifying
Analyst
25-Jul-07
Fred W.
Searby
Headline
to 0.1%
The New York Times Co. : As
NEUTRAL
Expected, a Weak 2Q; Another Cost
Saving Program Announced ALERT
John
Faucher
10-Jul-07
John
Faucher
10-Jul-07
John
Faucher
9-Jul-07
John
Faucher
3-Jul-07
John
Faucher
26-Jul-07
Jimmy
Bhullar
Jimmy
Bhullar
The Procter
18-Sep-07 John
Faucher
3-Aug-07
2-Aug-07
Price Target Period
Begin Date End Date
0.0500
Q3-07
0.9200
FY07
USD
*
NA
NA
Pepsi Bottling Group, Inc : PBG
UNDERWEIGHT0.7000
Announces Small Restructuring
Program
Pepsi Bottling Group, Inc : PBG
UNDERWEIGHT0.6200
Reports Better Than Expected Q2
EPS; Guidance Moving Up - ALERT
Pepsi Bottling Group, Inc : Despite UNDERWEIGHT0.6200
the Comps and Costs, a Solid Q2
From PBG
Pepsi Bottling Group, Inc : Reading UNDERWEIGHT0.6200
The Print: What To Look For In
PBG's Q2
Pepsi Bottling Group, Inc : PBG Q2 UNDERWEIGHT0.6200
Preview
Q2-07
0.8900
Q3-07
2.0600
FY07
USD
*
NA
NA
Q2-07
0.8600
Q3-07
1.9500
FY07
USD
*
NA
NA
Q2-07
0.8600
Q3-07
1.9500
FY07
USD
*
NA
NA
Q2-07
0.8600
Q3-07
1.9500
FY07
USD
*
NA
NA
Q2-07
0.8600
Q3-07
1.9500
FY07
USD
*
NA
NA
Phoenix Companies : Preliminary UNDERWEIGHT0.2500
Analysis of 2Q07 Results
Phoenix Companies : Trends
UNDERWEIGHT0.3000
Improving, Our Outlook Remains
Cautious
Q2-07
0.2600
Q3-07
1.1100
FY07
USD
*
NA
NA
Q2-07
0.2600
Q3-07
1.1600
FY07
USD
*
NA
NA
Procter & Gamble : Restatement
Sheds More Light on Beauty/Fem
Care
Procter & Gamble : Good Riddance
to the In-Line Mid-Quarter Update ALERT
Procter & Gamble : The Tide Is Still
Rising
Procter & Gamble : Underlying
Fundamentals In-Line; FY08
Guidance Slightly Below Consensus
- ALERT
Procter & Gamble : Reading The
Print: What To Look For In PG's Q4
PBG
PNX
PG
28-Sep-07 John
Faucher
6-Aug-07
Q2-07
The Phoenix Companies, Inc.
26-Jul-07
Current Year
EPS
EPS
EPS
0.2600
The Pepsi Bottling Group, Inc.
9-Aug-07
Rating
John
Faucher
John
Faucher
John
Faucher
NEUTRAL
0.9000
Q4-07
0.9600
Q4-07
3.4500
FY08
USD
*
NA
NA
NEUTRAL
0.9000
Q4-07
0.9600
Q1-08
3.4500
FY08
USD
*
NA
NA
NEUTRAL
0.9000
Q1-08
0.9600
Q2-08
3.4500
FY08
USD
*
NA
NA
NEUTRAL
0.6600
Q4-07
0.9000
Q1-08
3.0300
FY07
USD
*
NA
NA
NEUTRAL
0.6600
Q4-07
0.9000
Q1-08
3.0300
FY07
USD
*
NA
NA
Page 197 of 225
Publish
Date
Certifying
Analyst
Headline
The Progressive Corporation
14-Sep-07 Matthew
Heimermann
15-Aug-07 Matthew
Heimermann
12-Jul-07
Matthew
Heimermann
The Ryland Group, Inc.
27-Jul-07
Michael
Rehaut
25-Jul-07
Michael
Rehaut
10-Jul-07
Michael
Rehaut
Dara W.
Mohsenian
10-Jul-07
Dara W.
Mohsenian
6-Jul-07
Dara W.
Mohsenian
3-Jul-07
Price Target Period
Begin Date End Date
PGR
Q2-07
0.4700
Q3-07
1.7500
FY07
USD
*
NA
NA
Q2-07
0.4700
Q3-07
1.7500
FY07
USD
*
NA
NA
Q2-07
0.4700
Q3-07
1.8400
FY07
USD
*
NA
NA
RYL
Ryland Group : Post-Call Notes:
June Mostly Driven by Easier Comp
and Pricing, In Our View; CF Gen. a
Positive
Ryland Group : 2Q Reported In-Line
with 7/10 Preannouncement;
Charges at Low End of the Range;
Mntn Neutral
Ryland Group : 2Q Charges
Roughly In-Line w/Other Builders,
But Orders Hit Our Estimate;
Lowering EPS Estimates
NEUTRAL
-1.2500
Q2-07
-0.6500
Q3-07
-2.5300
FY07
USD
*
NA
NA
NEUTRAL
-1.2500
Q2-07
-0.6500
Q3-07
-2.5300
FY07
USD
*
NA
NA
NEUTRAL
0.3000
Q2-07
-0.6500
Q3-07
1.4000
FY07
USD
*
NA
NA
Scotts Miracle-Gro Co. : Reiterate OVERWEIGHT 1.9800
OW After In-Line Q3 EPS- Attractive
Entry Point
Scotts Miracle-Gro Co. : Upgrading OVERWEIGHT 1.9800
to OW: Attractive for Both Short and
Long-Term Investors
Scotts Miracle-Gro Co. : Lowering
NEUTRAL 2.1900
Estimates on Unfavorable Weather
Q3-07
-0.0800
Q4-07
2.4000
FY07
USD
*
NA
NA
Q3-07
-0.0800
Q4-07
2.4000
FY07
USD
*
NA
NA
Q3-07
-0.1100
Q4-07
2.5800
FY07
USD
*
NA
NA
The South Financial Group
20-Jul-07
Current Year
EPS
EPS
EPS
The Progressive Corp. : Lowering UNDERWEIGHT0.3900
EPS as Negative Trends Continue
The Progressive Corp. : Trends
UNDERWEIGHT0.3900
Improved Sequentially, But EPS At
Risk
The Progressive Corp. : 2Q SuggestUNDERWEIGHT0.4600
EPS Pressure to Continue;
Lowering EPS
The Scotts Miracle-Gro Company
1-Aug-07
Rating
SMG
TSFG
John Pancari The South Financial Group : Mixed
2Q Results; NIM Expanded but
Deposits Weak - ALERT
John Pancari The South Financial Group : Update
on NC Real Estate Loan Fraud; No
Change in EPS Ests; Reiterate
Neutral
NEUTRAL
0.2700
Q2-07
0.4000
Q3-07
1.3600
FY07
USD
*
NA
NA
NEUTRAL
0.3400
Q2-07
0.3600
Q3-07
1.3600
FY07
USD
*
NA
NA
Page 198 of 225
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Date
Certifying
Analyst
The Stanley Works
24-Jul-07
Michael
Rehaut
24-Jul-07
Michael
Rehaut
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
SWK
The Stanley Works : 2Q Reported UNDERWEIGHT0.9700
Roughly In-Line; High-End of FY07
Guidance Lowered - ALERT
The Stanley Works : 2Q Reported UNDERWEIGHT0.9700
Roughly In-Line; High-End of FY07
Guidance Lowered; Maintain UW
Rating
The Timberland Company
26-Sep-07 Robert
Samuels
Q2-07
1.0000
Q3-07
3.8500
FY07
USD
*
NA
NA
Q2-07
1.0000
Q3-07
3.8500
FY07
USD
*
NA
NA
TBL
The Timberland Company : Baby
Steps but Still Long Way to Go;
Lowering Ests.
NEUTRAL
-0.3000
Q2-07
0.6000
Q3-07
1.2000
FY07
USD
*
NA
NA
NEUTRAL
1.7700
Q2-07
1.3000
Q3-07
6.1400
FY07
USD
*
NA
NA
NEUTRAL
1.5600
Q2-07
1.3000
Q3-07
5.9600
FY07
USD
*
NA
NA
24-Sep-07 David Cohen Ultimate Software : Takeaways fromOVERWEIGHT 0.1500
Mgmt Meetings - Positive - ALERT
27-Jul-07 David Cohen Ultimate Software : Look Through OVERWEIGHT 0.1500
the Noise; Remain Overweight
Q2-07
0.1800
Q3-07
0.7600
FY07
USD
*
NA
NA
Q2-07
0.1800
Q3-07
0.7600
FY07
USD
*
NA
NA
OVERWEIGHT 0.5700
Q3-07
0.6100
Q4-07
1.8000
FY07
USD
*
NA
NA
Valspar Corp : F3Q EPS Exceeds OVERWEIGHT 0.5600
Estimates: F2007 Guidance Lower ALERT
Q3-07
0.6100
Q4-07
1.8000
FY07
USD
*
NA
NA
Q3-07
0.4400
Q4-07
1.9400
FY07
USD
*
NA
NA
Q3-07
0.4400
Q4-07
1.9400
FY07
USD
*
NA
NA
The Travelers Companies, Inc.
27-Jul-07
Matthew
Heimermann
26-Jul-07
Matthew
Heimermann
TRV
Travelers Cos : Raising EPS
Estimates Following Steady 2Q
Results
Travelers Cos : 2Q Reported EPS
Higher/Underlying Roughly In-Line ALERT
The Ultimate Software Group, Inc.
The Valspar Corporation
Zekauskas
Zekauskas
VAL
Valspar Corp : Paints Positioned
The Walt Disney Company
ULTI
DIS
The Walt Disney Co. : DiscontinuingOVERWEIGHT 0.5800
Disney MVNO a Positive for FY08
Earnings
The Walt Disney Co. : 4 Keys for
OVERWEIGHT 0.5800
ABC Revenue Growth in the New
Season
Page 199 of 225
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Date
Certifying
Analyst
7-Aug-07
Imran Khan
2-Aug-07
Imran Khan
Headline
The Walt Disney Co. : Admission
Price Increases Highlight Disney
Parks' Pricing Power
The Walt Disney Co. : Another
Strong Quarter; Reiterate
Overweight
The Warnaco Group, Inc.
19-Sep-07 Robert
Samuels
8-Aug-07 Robert
Samuels
19-Jul-07
12-Jul-07
Tien-Tsin
Huang
Tien-Tsin
Huang
Tien-Tsin
Huang
The9 Limited
Price Target Period
Begin Date End Date
OVERWEIGHT 0.5800
Q3-07
0.4400
Q4-07
1.9600
FY07
USD
*
NA
NA
OVERWEIGHT 0.5800
Q3-07
0.4400
Q4-07
1.9600
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-07
0.4200
Q3-07
2.0400
FY07
USD
*
NA
NA
NEUTRAL
0.2400
Q2-07
0.4500
Q3-07
1.9200
FY07
USD
*
NA
NA
NEUTRAL
0.2600
Q2-07
0.2900
Q3-07
1.0900
FY07
USD
*
NA
NA
NEUTRAL
0.2700
Q2-07
0.2900
Q3-07
1.0900
FY07
USD
*
NA
NA
NEUTRAL
0.2700
Q2-07
0.2900
Q3-07
1.0900
FY07
USD
*
NA
NA
OVERWEIGHT
OVERWEIGHT
NA
NA
Q3-07
Q3-07
NA
NA
Q4-07
Q4-07
1.57E
1.57E
FY07
FY07
USD
USD
52.00
52.00
22-May-07
22-May-07
Dec-07
Dec-07
Q2-07
0.6000
Q3-07
2.4800
FY07
USD
*
NA
NA
Q2-07
0.6200
Q3-07
2.5500
FY07
USD
*
NA
NA
WU
Western Union : Risk/Reward &
Trends Improving, Tweaking Ests
Western Union : Takeaways from
MoneyGram Results - ALERT
Western Union : Innovation
Concerns Remain, But Recent
Weakness Overdone
NCTY
24-Aug-07 Dick Wei
2-Aug-07 Dick Wei
The9 Limited: 2Q07 Preview
The9 Limited: Recent Pull-back
Offers Good Buying Opportunity
Thermo Fisher Scientific Inc.
26-Jul-07
Tycho
Peterson
26-Jul-07
Tycho
Peterson
TMO
Thermo Fisher Scientific : Raises OVERWEIGHT 0.5900
the Bar Again with Strong 2Q
Results - Thoughts Ahead of the
Call - ALERT
Thermo Fisher Scientific : Solid
OVERWEIGHT 0.6500
Performance and Another Boost to
Guidance Reinforce Favorable
Outlook
Thoratec Corporation
THOR
18-Sep-07 Taylor Harris
Thoratec Corp. : Update from HFSA
Thoratec Corp. : HeartMate II
Heading to Panel
Thoratec Corp. : 2Q Mixed as VADs
1-Aug-07
Current Year
EPS
EPS
EPS
WRNC
The Warnaco Group, Inc : Time to
Buy WRNC; Upgrading to OW
The Warnaco Group, Inc :
Housekeeping; Adj. Estimates
The Western Union Company
25-Jul-07
Rating
Taylor Harris
NEUTRAL
NEUTRAL
0.1000
0.1000
Q2-07
Q2-07
0.0400
0.0800
Q3-07
Q3-07
0.2200
0.3800
FY07
FY07
USD
USD
*
*
NA
NA
NA
NA
NEUTRAL
0.1000
Q2-07
0.1000
Q3-07
0.4100
FY07
USD
*
NA
NA
Page 200 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Come in Light, But HeartMate II
Back on the Clock at the FDA
THQ Inc.
THQI
25-Sep-07 Dean
Gianoukos
1-Aug-07 Dean
Gianoukos
Tibco Software Inc.
P. Sterling
Auty II
Tidewater Inc.
27-Jul-07
7-Sep-07
Q1-08
0.1000
Q2-08
1.4300
FY07
USD
*
NA
NA
THQ Inc. : Solid Quarter, Outlook
Unchanged
NEUTRAL
-0.2600
Q1-08
NA
Q2-08
1.3800
FY07
USD
*
NA
NA
Tibco Software : Final Results BetterOVERWEIGHT 0.0600
Than Pre-announcement; Adjusting
Est.
Tibco Software : Q3
OVERWEIGHT 0.0700
Preannouncement Not Surprising;
Adj. Est.
Q3-07
0.1700
Q4-07
0.3500
FY07
USD
*
NA
NA
Q3-07
0.1800
Q4-07
0.3900
FY07
USD
*
NA
NA
Tidewater Inc. : Assuming Coverage NEUTRAL
- 2Q Miss on Higher Costs
1.6100
Q1-08
1.7300
Q2-08
7.1000
FY07
USD
*
NA
NA
Tiffany & Co : Strong Sales
Momentum and Improving Returns
on Capital; Raising Est.
NEUTRAL
0.4500
Q2-08
0.2200
Q3-08
2.1200
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3700
Q3-07
1.4600
FY07
CAD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.2600
Q3-07
1.0400
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.2600
Q3-07
1.0400
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
0.2600
Q3-07
0.9900
FY07
USD
*
NA
NA
NEUTRAL
0.1900
Q2-07
0.2600
Q3-07
0.9900
FY07
USD
*
NA
NA
TIF
Brian J.
Tunick
Tim Hortons Inc.
3-Aug-07
-0.0900
TDW
David C.
Smith
Tiffany & Co.
NEUTRAL
TIBX
Auty II
6-Sep-07
THQ Inc. : Lowering Estimates
THI.TO
John Ivankoe Tim Hortons Inc. : Q2 In Line;
Adjusting Ests. and Remaining
Neutral
Time Warner Inc.
TWX
8-Aug-07
Imran Khan
1-Aug-07
Imran Khan
25-Jul-07
Imran Khan
Time Warner : Search Volume on
Track to Grow Sequentially in Q3,
Page Views May Decline
Time Warner : AOL's Big Customer
Acquires Advertising.com's
Competitor - ALERT
Time Warner : Q2 Results - First
Look - ALERT
Time Warner : Acquisition of
TACODA Positive for AOL, Should
Page 201 of 225
Publish
Date
Certifying
Analyst
19-Jul-07
Imran Khan
TiVo Inc.
TIVO
28-Aug-07 Barton
Crockett
TNS, Inc.
7-Aug-07
Headline
Improve Targeting at
Advertising.com
Time Warner : AOL Page Views and NEUTRAL
Search Volume Grow Q/Q in Q2;
Erosion of User Base May Have
Stopped
Tivo Inc : F2Q08 Preview:
Standalone Subs May Be Light
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
0.1900
Q2-07
0.2600
Q3-07
0.9900
FY07
USD
*
NA
NA
UNDERWEIGHT-0.1800
Q2-08
-0.1000
Q3-08
-0.4500
FY08
USD
*
NA
NA
TNS
Tien-Tsin
Huang
Toll Brothers, Inc.
TNS, Inc : Encouraging 2Q Beat;
Confidence Up, Raising Est.
9-Aug-07
Michael
Rehaut
8-Aug-07
Michael
Rehaut
TOP Tankers Inc.
NEUTRAL
0.1500
Q2-07
0.2000
Q3-07
0.7500
FY07
USD
*
NA
NA
NEUTRAL
-0.1100
Q3-07
0.2600
Q4-07
0.7000
FY07
USD
*
NA
NA
NEUTRAL
-0.1100
Q3-07
0.2600
Q4-07
0.7000
FY07
USD
*
NA
NA
NEUTRAL
0.1300
Q3-07
0.2600
Q4-07
0.9400
FY07
USD
*
NA
NA
Oil Tanker Industry : Raising '08
NEUTRAL 0.0800
Tanker EPS Est. on Higher Rates
Top Tankers : Upgrading to N from
NEUTRAL 0.0900
UW on Fleet Transformation
Top Tankers : Entering Dry Bulk UNDERWEIGHT0.1100
Market w/ Accret. Acq.; Reit UW
Q2-07
-0.1100
Q3-07
0.1400
FY07
USD
*
NA
NA
Q2-07
-0.1100
Q3-07
0.1400
FY07
USD
*
NA
NA
Q2-07
-0.0700
Q3-07
0.1500
FY07
USD
*
NA
NA
Q2-07
1.3500
Q3-07
5.3700
FY07
USD
*
NA
NA
TOL
22-Aug-07 Michael
Rehaut
Toll Brothers : 3Q Modestly Beats
Street; Premium Valuation to Group
Drives Relative Neutral Rating ALERT
Toll Brothers : Post-Call Notes: Like
Other Builders, Several Markets
Worsen; Lowering Estimates;
Maintain Neutral
Toll Brothers : 3Q (July-end)
Charges Well Below Average, But
Orders Down Solidly Against Easier
Comp - ALERT
TOPT
18-Sep-07 Jonathan
Chappell
13-Aug-07 Jonathan
Chappell
12-Jul-07 Jonathan
Chappell
Torchmark Corporation
19-Jul-07
Rating
Jimmy
Bhullar
TMK
Torchmark Corp : Strong Earnings,
Mixed Results Overall; Neutral
Tractor Supply Company
NEUTRAL
1.3400
TSCO
Page 202 of 225
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Date
Certifying
Analyst
Transocean Inc.
2-Aug-07
1-Aug-07
Headline
Tractor Supply : Adjusting Estimates NEUTRAL
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
1.0800
Q2-07
0.4800
Q3-07
2.5400
FY07
USD
*
NA
NA
Transocean Inc. : Visibility of Jackup
UNDERWEIGHT1.8400
Market Lacks Depth
Transocean Inc. : 2Q Beat Is Top UNDERWEIGHT1.6900
Line Driven - ALERT
Q2-07
2.1100
Q3-07
7.9000
FY07
USD
*
NA
NA
Q2-07
2.1100
Q3-07
7.9000
FY07
USD
*
NA
NA
UNDERWEIGHT0.2900
Q2-07
0.3200
Q3-07
1.2000
FY07
USD
*
NA
NA
UNDERWEIGHT0.2800
Q2-07
0.3200
Q3-07
1.2000
FY07
USD
*
NA
NA
Trimble Navigation : Analyst Day
OVERWEIGHT 0.3500
Takeaways; Raising Ests.
Trimble Navigation : 2Q: Well
OVERWEIGHT 0.3500
Positioned, Well Executed: Ests Up
Trimble Navigation : 2Q07 Preview: OVERWEIGHT 0.2900
Well-Positioned
Q2-07
0.2700
Q3-07
1.1900
FY07
USD
*
NA
NA
Q2-07
0.2500
Q3-07
1.0900
FY07
USD
*
NA
NA
Q2-07
0.2500
Q3-07
1.0900
FY07
USD
*
NA
NA
Q2-07
0.8100
Q3-07
3.2500
FY07
USD
*
NA
NA
Q2-07
0.8100
Q3-07
3.1000
FY07
USD
*
NA
NA
Q2-07
0.0700
Q3-07
0.2300
FY07
USD
*
NA
NA
Q2-07
0.0700
Q3-07
0.2800
FY07
USD
*
NA
NA
RIG
Michael K.
LaMotte
Michael K.
LaMotte
TreeHouse Foods Inc.
THS
3-Aug-07
Treehouse Foods : THS Beats
Consensus by 1c
Treehouse Foods : Updating
Estimates
9-Jul-07
Rating
Pablo E.
Zuanic
Pablo E.
Zuanic
Trimble Navigation Limited
9-Aug-07
Paul Coster
1-Aug-07
Paul Coster
31-Jul-07
Paul Coster
TRMB
Trinity Industries, Inc.
TRN
3-Aug-07
Brannon
Cook
2-Aug-07
Brannon
Cook
Trinity Industries, Inc. : Raising
OVERWEIGHT 0.7700
07/08 Estimates. Stock Sell Off
Despite Favorable Outlook Presents
Attractive Entry Point
Trinity Industries, Inc. : Strong Rail OVERWEIGHT 0.7700
and Barge Margin Performance
Drives 2Q Upside; Raising
Estimates
TriQuint Semiconductor
26-Jul-07
Christopher
Danely
18-Jul-07
Christopher
Danely
Tronox Incorporated
TQNT
TriQuint Semiconductor : Visibility aUNDERWEIGHT0.0200
Little Worse and Guidance May be
Aggressive, Maintain Underweight
TriQuint Semiconductor : Lowers UNDERWEIGHT0.0600
2Q07 EPS Guidance Due to
Push-outs from Wireless Customer;
TRX
Page 203 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Tronox, Inc. : Uerdingen Sale
Withdrawn - ALERT
Tronox, Inc. : We Lower Estimates
NEUTRAL
-0.4700
Q2-07
0.0800
Q3-07
-0.4900
FY07
USD
*
NA
NA
NEUTRAL
-0.4700
Q2-07
0.1300
Q3-07
-0.3000
FY07
USD
*
NA
NA
NEUTRAL
-0.3900
Q2-07
0.2700
Q3-07
-0.4700
FY07
USD
*
NA
NA
John Pancari Trustmark Corporation : 2Q07 Call
NEUTRAL
Follow-Up: Raising Ests on Solid
Results; Reiterate Neutral
John Pancari Trustmark Corporation : Relatively
NEUTRAL
Solid 2Q Should Support Near-Term
Upside to Shares - ALERT
0.5100
Q2-07
0.5000
Q3-07
1.9200
FY07
USD
*
NA
NA
0.5100
Q2-07
0.5000
Q3-07
1.9200
FY07
USD
*
NA
NA
TRW Automotive : VDO Price Too OVERWEIGHT 1.0200
High for TRW
Q2-07
0.3600
Q3-07
2.3000
FY07
USD
*
NA
NA
Tsakos Energy Navigation : Mixed OVERWEIGHT 1.9300
Est. Impact on Vessel Sales, New
Contracts
Q2-07
1.2200
Q3-07
7.4000
FY07
USD
*
NA
NA
TSMC: Factoring in a soft patch of
US consumer demand
Q4-07
FY07
TWD
63.00
23-Aug-07
Jun-08
25-Sep-07 Silke Kueck
2-Aug-07
Silke Kueck
Trump Entertainment Resorts, Inc.
8-Aug-07
Amir J.
Markowitz
Trustmark Corporation
19-Jul-07
17-Jul-07
Himanshu
Patel
TSMC
Jonathan
Chappell
TTM Technologies, Inc.
Thomas
Dinges
TNP
2-Aug-07
Dara W.
Mohsenian
1-Aug-07
Dara W.
Mohsenian
Dara W.
Mohsenian
NEUTRAL
Q4-07
TTMI
TTM Technologies Inc : Right back OVERWEIGHT 0.1400
to the start; Adjusting Estimates
Tupperware Brands Corporation
1-Aug-07
TRW
2330.TW
23-Aug-07 Bhavin Shah
1-Aug-07
Price Target Period
Begin Date End Date
TRMK
Tsakos Energy Navigation Ltd.
11-Jul-07
TRMP
Trump Entertainment Resorts : Soft
2Q Results; Remain Neutral
TRW Automotive Holdings Corp.
2-Aug-07
Current Year
EPS
EPS
EPS
Q2-07
0.1900
Q3-07
0.7700
FY07
USD
*
NA
NA
Q2-07
0.2200
Q3-07
2.0000
FY07
USD
*
NA
NA
Q2-07
0.1300
Q3-07
1.8200
FY07
USD
*
NA
NA
Q2-07
0.1300
Q3-07
1.8200
FY07
USD
*
NA
NA
TUP
Tupperware Brands : Valuation
OVERWEIGHT 0.5500
Looks Attractive Given Strong
Fundamentals
Tupperware Brands : Strong Q2
NEUTRAL 0.5500
EPS With Broad-Based Upside
Tupperware Brands : Upgrading to
NEUTRAL 0.5500
OW and Raising EPS - Improving
Page 204 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Fundamentals Not Reflected in
Valuation
Tween Brands Inc.
TWB
4-Sep-07
Brian J.
Tunick
23-Aug-07 Brian J.
Tunick
Tween Brands Inc. : Highlights from
Dinner with Management
Tween Brands Inc. : Deja Vue from
the Holiday?
Tyco Electronics Ltd.
TEL
8-Aug-07
Tyco Electronics Ltd. : Not too bad
for a first timer; Adjusting estimates
Tyco Electronics Ltd. : Opening Day
Finally Arrives; Initiating Coverage
with a Neutral
2-Jul-07
Thomas
Dinges
Thomas
Dinges
NEUTRAL
0.0700
Q2-08
0.4300
Q3-08
1.8600
FY07
USD
*
NA
NA
NEUTRAL
0.0700
Q2-08
0.6700
Q3-08
2.2500
FY07
USD
*
NA
NA
NEUTRAL
0.5100
Q3-07
0.5200
Q4-07
2.0800
FY07
USD
*
NA
NA
NEUTRAL
0.5100
Q3-07
0.5200
Q4-07
2.0800
FY07
USD
*
NA
NA
Tyco International : Repurchase
OVERWEIGHT 0.5500
Authorization a Positive - ALERT
Tyco International : Encouraging 3QOVERWEIGHT 0.5500
Q3-07
0.5300
Q4-07
1.9000
FY07
USD
*
NA
NA
Q3-07
0.5300
Q4-07
1.9000
FY07
USD
*
NA
NA
Tyco International : Comprehensive OVERWEIGHT
Report Published: TYC a Safe Place
to Be? Upgrading to OW
Q3-07
NA
Q4-07
1.9800
FY07
USD
*
NA
NA
Tyson Foods : Cutting Estimates forUNDERWEIGHT0.3100
4Q07 and FY08
Tyson Foods : An Update on the UNDERWEIGHT0.3100
Renewable Energy Programs
Tyson Foods : Clean Beat, Mainly UNDERWEIGHT0.2000
Chicken Driven - ALERT
Tyson Foods : What May Drive
UNDERWEIGHT0.2000
Sentiment on Monday (3Q out)?
Q3-07
0.2300
Q4-07
0.8800
FY07
USD
*
NA
NA
Q3-07
0.1500
Q4-07
0.7000
FY07
USD
*
NA
NA
Q3-07
0.1500
Q4-07
0.7000
FY07
USD
*
NA
NA
Q3-07
0.1500
Q4-07
0.7000
FY07
USD
*
NA
NA
U.S. Bancorp : Sharp Rise in
Subprime Mtg Delinq, Nonprime
Home Equity Delinq and NCOs 10Q
U.S. Bancorp : Processing Fees
Strong But High Expenses Mar 2Q
Tyco International Ltd.
Tusa Jr.
7-Aug-07 C. Stephen
Tusa Jr.
3-Aug-07 C. Stephen
Tusa Jr.
Tyson Foods, Inc.
Pablo E.
Zuanic
31-Aug-07 Pablo E.
Zuanic
30-Jul-07 Pablo E.
Zuanic
27-Jul-07 Pablo E.
Zuanic
USB
18-Jul-07
NA
TSN
5-Sep-07
U.S. Bancorp
TYC
Vivek Juneja
NEUTRAL
0.6500
Q2-07
NA
Q3-07
2.6700
FY07
USD
*
NA
NA
NEUTRAL
0.6500
Q2-07
0.6900
Q3-07
2.7000
FY07
USD
*
NA
NA
Page 205 of 225
Publish
Date
Certifying
Analyst
UAL Corporation
UDR
6-Aug-07
Anthony
Paolone
Anthony
Paolone
31-Jul-07
Ulticom, Inc.
UAL Corp. : United Guides Up;
Estimates Raised Slightly
Price Target Period
Begin Date End Date
OVERWEIGHT 1.8300
Q2-07
1.8600
Q3-07
2.4500
FY07
USD
*
NA
NA
UDR, Inc. : Model Adjustment
NEUTRAL
NA
Q2-07
NA
Q3-07
1.8300
FY07
USD
*
NA
NA
UDR, Inc. : In-Line 2Q; revenue
growth actually accelerated from 1Q
NEUTRAL
NA
Q2-07
NA
Q3-07
1.8300
FY07
USD
*
NA
NA
Ulticom : Q207: Upside from
Delayed Deals: Visibility Remains
Limited
NEUTRAL
0.0900
Q2-06
0.1000
Q3-06
0.3600
FY07
USD
*
NA
NA
OVERWEIGHT 0.2300
Q2-07
0.2100
Q3-07
0.9500
FY07
USD
23.00
23-Feb-07
Mar-08
OVERWEIGHT 0.2600
Q2-07
0.3000
Q3-07
1.1500
FY07
USD
23.00
23-Feb-07
Mar-08
OVERWEIGHT 0.3100
Q2-07
0.3500
Q3-07
1.5900
FY07
USD
*
NA
NA
OVERWEIGHT 0.3100
Q2-07
0.3500
Q3-07
1.5900
FY07
USD
*
NA
NA
Ultra Clean Holdings, Inc.
24-Jul-07
Jay Deahna
17-Jul-07
Jay Deahna
UCTT
Ultra Clean Holdings : C2Q07
Earnings In-Line With Guidance;
Mgmt Signals Revenue Trough in
3Q; Adj Ests.
Ultra Clean Holdings : JPM
SemiconWest Presentation Incrementally Positive Forecasts
From UCT's Customers
Ultra Petroleum Corp.
UPL
10-Aug-07 Rodney
Clayton
Ultra Petroleum Corp : Changing
Call
Ultra Petroleum Corp : Q2 First
Take - Positive - ALERT
UMC
Current Year
EPS
EPS
EPS
ULCM
Auty II
8-Aug-07
Rating
UAUA
UDR, Inc.
Headline
Rodney
Clayton
2303.TW
7-Sep-07
9-Aug-07
Bhavin Shah
Bhavin Shah
2-Aug-07
Bhavin Shah
10-Jul-07
Bhavin Shah
UMC: Revenue largely as expected
UMC: July monthly sales comments:
very strong
UMC: 2Q07 results: No signs yet of
any structural improvement in
profitability
UMC: June 07 monthly sales
comments
NEUTRAL
NEUTRAL
NA
NA
Q3-07
Q3-07
NA
NA
Q4-07
Q4-07
1.01E
1.01E
FY07
FY07
TWD
TWD
16.40
16.40
9-Aug-07
9-Aug-07
Jun-08
Jun-08
NEUTRAL
NA
Q3-07
NA
Q4-07
1.01E
FY07
TWD
19.00
8-Dec-06
Jun-07
NEUTRAL
NA
Q3-07
NA
Q4-07
0.91E
FY07
TWD
19.00
8-Dec-06
Jun-07
Page 206 of 225
Publish
Date
Certifying
Analyst
UniFirst Corporation
5-Jul-07
Michael J.
Fox
Union Drilling, Inc.
3-Aug-07
Headline
UniFirst : F3Q07 10Q Review
19-Jul-07
Thomas R.
Wadewitz
Rajeev
Lalwani
Unisys Corporation
25-Jul-07
Christine
Pezino
Q1-08
2.4400
FY07
USD
*
NA
NA
Stephen
Chick
0.4200
Q2-07
0.4700
Q3-07
1.7600
FY07
USD
*
NA
NA
Union Pacific : Strong 2Q Yields
OVERWEIGHT 1.6500
Provide Good News; Evidence of
Productivity Gains Despite Weather
Headwind
Union Pacific : Strong Yields
OVERWEIGHT 1.6700
Provide Good News; Weather Slows
Pace of OR Gains - ALERT
Q2-07
1.9400
Q3-07
7.0200
FY07
USD
*
NA
NA
Q2-07
1.9400
Q3-07
7.0200
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.7100
FY07
USD
*
NA
NA
Q2-07
0.0600
Q3-07
0.1400
FY07
USD
*
NA
NA
0.4190
Q4-08
0.3000
Q1-09
1.4800
FY07
USD
*
NA
NA
United Parcel Service : Likely
OVERWEIGHT 1.0400
Teamster Agreement Provides Near
Term Catalyst.
United Parcel Service : SCS
OVERWEIGHT 1.0400
Momentum Likely to Continue --Highlights from Meetings with
Management
United Parcel Service : Union
OVERWEIGHT 1.0400
Q2-07
1.0200
Q3-07
4.1400
FY07
USD
*
NA
NA
17-Aug-07 Thomas R.
Wadewitz
Q2-07
1.0200
Q3-07
4.1400
FY07
USD
*
NA
NA
6-Aug-07
Thomas R.
Q2-07
1.0200
Q3-07
4.1400
FY07
USD
*
NA
NA
NEUTRAL
UNP
UNS
Unisource Energy : Filing Supports OVERWEIGHT
our View of More Upside than
Downside
NA
UIS
Unisys Corp : Q207 Results Come UNDERWEIGHT-0.1200
in Weak; Lowering Ests.; Maintain
UW
UNFI
United Natural Foods, Inc. : Update:
Uphill: WFMI > UNFI; Q4 Review
United Parcel Service, Inc.
28-Sep-07 Thomas R.
Wadewitz
OVERWEIGHT 0.5900
UDRL
United Natural Foods,Inc.
4-Sep-07
Price Target Period
Begin Date End Date
NA
UniSource Energy Corp.
9-Jul-07
Q4-07
Union Pacific Corporation
Thomas R.
Wadewitz
Current Year
EPS
EPS
EPS
UNF
Kevin Pollard Union Drilling Inc. : Softness in
Barnett Beginning to Takes its Toll;
Lowering Estimates
20-Jul-07
Rating
NEUTRAL
UPS
Page 207 of 225
Publish
Date
Certifying
Analyst
Headline
Wadewitz
25-Jul-07
Thomas R.
Wadewitz
24-Jul-07
Thomas R.
Wadewitz
United Rentals, Inc.
2-Aug-07
2-Aug-07
23-Jul-07
Michael
Gambardella
18-Jul-07
Joseph B.
Nadol
1.0300
Q3-07
4.1200
FY07
USD
*
NA
NA
Q2-07
1.0300
Q3-07
4.1200
FY07
USD
*
NA
NA
United Rentals, Inc : 2Q Fine; SEC UNDERWEIGHT0.6000
letter adds a new wrinkle - ALERT
Q2-07
0.9800
Q3-07
2.6500
FY07
USD
*
NA
NA
United Rentals, Inc : Timing of SECUNDERWEIGHT0.6000
letter unclear - ALERT
Q2-07
0.9800
Q3-07
2.6500
FY07
USD
*
NA
NA
United Rentals, Inc : Strategic
UNDERWEIGHT0.6500
Review Complete, Valuation Looks
Full - ALERT
Q2-07
0.9800
Q3-07
2.6500
FY07
USD
*
NA
NA
Q2-07
3.0700
Q3-07
11.2000
FY07
USD
*
NA
NA
Q2-07
1.1700
Q3-07
4.2500
FY07
USD
*
NA
NA
Q2-07
1.1800
Q3-07
4.2500
FY07
USD
*
NA
NA
31-Jul-07
11-Jul-07
Geoffrey
Meacham
Geoffrey
Meacham
Q2-07
0.3700
Q3-07
0.8800
FY07
USD
*
NA
NA
Q2-07
0.6800
Q3-07
2.3800
FY07
USD
*
NA
NA
Geoffrey
Meacham
Q2-07
0.6800
Q3-07
2.3800
FY07
USD
*
NA
NA
X
U.S. Steel Corp : No subprime here OVERWEIGHT 2.6600
- 2008 looks great
UTX
United Technologies : Earnings on OVERWEIGHT 1.1600
Track Despite Flaws Within Pratt
and Carrier
United Technologies : First Take on OVERWEIGHT 1.1600
Q2 Earnings - ALERT
United Therapeutics Corporation
1-Aug-07
Price Target Period
Begin Date End Date
Q2-07
United Technologies Corporation
Joseph B.
Nadol
URI
Stephen
Volkmann
CFA
Stephen
Volkmann
CFA
Stephen
Volkmann
CFA
19-Jul-07
Current Year
EPS
EPS
EPS
Agreement Could Come Soon
--Positive Outlook for UPS Stock
United Parcel Service : Solid GrowthOVERWEIGHT 1.0400
Likely to Continue on International
Volumes & SCS Margin
Improvement
United Parcel Service : Solid 2Q on OVERWEIGHT 1.0200
Strong International & SCS; Positive
for the Stock - ALERT
United States Steel Corporation
25-Jul-07
Rating
UTHR.OQ
United Therapeutics : No Change to OVERWEIGHT 0.4300
OW Thesis Following 2Q; Adj Ests
United Therapeutics : Upside 2Q
OVERWEIGHT 0.6300
Remodulin Sales the Key Metric ALERT
United Therapeutics : TRIUMPH
OVERWEIGHT 0.6300
Enrollment A Positive; Data
Expected 4Q
Page 208 of 225
Publish
Date
Certifying
Analyst
Headline
UnitedHealth Group Inc.
6-Aug-07
William
Georges
19-Jul-07
William
Georges
16-Jul-07
William
Georges
Andreas
Dirnagl
16-Jul-07
Unum Group
2-Aug-07
Price Target Period
Begin Date End Date
Q2-07
0.9200
Q3-07
3.4600
FY07
USD
*
NA
NA
Q2-07
0.8900
Q3-07
3.4300
FY07
USD
*
NA
NA
Q2-07
0.8900
Q3-07
3.4300
FY07
USD
*
NA
NA
0.7900
Q2-07
0.7000
Q3-07
3.1300
FY07
USD
*
NA
NA
Universal Technical Institute :
UNDERWEIGHT0.1400
Management Shakeup, Enrollment
Weakness Likely Persists Underweight - ALERT - Corrected
Alert supersedes any previous
versions
Universal Technical Institute : 3Q: UNDERWEIGHT0.1400
Engine Stalled, Tough Environment
Universal Technical Institute : Still UNDERWEIGHT0.1000
Sputtering; Initiate at Underweight
Q3-07
0.1500
Q4-07
0.7700
FY07
USD
*
NA
NA
Q3-07
0.1500
Q4-07
0.7700
FY07
USD
*
NA
NA
Q3-07
0.1600
Q4-07
0.7400
FY07
USD
*
NA
NA
Unum Group : Claims Charge MarsUNDERWEIGHT0.5100
Otherwise Strong Quarter
Q2-07
0.4800
Q3-07
1.9400
FY07
USD
*
NA
NA
0.1900
Q2-08
0.2400
Q3-08
0.8600
FY07
USD
*
NA
NA
OVERWEIGHT 0.7000
Q2-07
0.6400
Q3-07
2.4900
FY07
USD
*
NA
NA
UHS
Universal Technical Institute, Inc.
Edward
Yruma
Edward
Yruma
UNH
Universal Health Services : UHS:
2Q07 Miss of $0.04, Reiterate
Neutral. - ALERT
14-Sep-07 Edward
Yruma
8-Aug-07
Current Year
EPS
EPS
EPS
UnitedHealth Group : UNH ReceivesOVERWEIGHT 0.8700
Favorable CMS Payment; Adjusting
FY07 Estimates
UnitedHealth Group : EPS of $0.87 OVERWEIGHT 0.8000
Beats Estimates; Concerns Remain
Around Commercial MLR - ALERT
UnitedHealth Group : Second
OVERWEIGHT 0.8000
Quarter Preview: Focus Remains on
Commercial MLR; Expect 14% EPS
Growth
Universal Health Services, Inc.
27-Jul-07
Rating
NEUTRAL
UTI
UNM
Jimmy
Bhullar
Urban Outfitters
URBN
13-Aug-07 Brian J.
Tunick
URS Corporation
Urban Outfitters : Recovery at Urban NEUTRAL
Taking Time; Lowering EPS
Estimates
URS
10-Aug-07 Scott Levine
URS Corporation : Energy,
Infrastructure Drive Q2 Beat;
Raising Ests
Page 209 of 225
Publish
Date
Certifying
Analyst
9-Aug-07
Scott Levine
USG Corporation
24-Jul-07
Michael
Rehaut
24-Jul-07
Michael
Rehaut
UST Inc.
UST
Headline
UTi Worldwide Inc.
6-Sep-07
20-Jul-07
Robert
Samuels
Fred W.
Searby
Q2-07
0.6400
Q3-07
2.4900
FY07
USD
*
NA
NA
USG Corporation : Ex-Tax Rate, 2QUNDERWEIGHT0.4000
Reported Below the Street; Maintain
Underweight - ALERT
USG Corporation : Ex-Tax Rate
UNDERWEIGHT0.6500
Benefit, 2Q Reported Below Street;
Lowering Our FY08E, Maintain UW
Rating
Q2-07
0.3000
Q3-07
1.4000
FY07
USD
*
NA
NA
Q2-07
0.3000
Q3-07
1.5500
FY07
USD
*
NA
NA
UST Inc : Sell Off Unwarranted,
OVERWEIGHT 0.9000
Strong Fundamentals - ALERT
UST Inc : Upgrading Estimates on OVERWEIGHT 0.9000
Premium Strength and Cost Saves
UST Inc : Strong Q2 Results:
OVERWEIGHT NA
Guidance Raised on Volume Growth
and Cost Saves - ALERT
Q2-07
NA
Q3-07
3.3800
FY07
USD
65.00
25-Jan-07
Jan-08
Q2-07
NA
Q3-07
3.3800
FY07
USD
65.00
25-Jan-07
Jan-08
Q2-07
NA
Q3-07
3.3400
FY07
USD
65.00
25-Jan-07
Jan-08
UTi Worldwide : Solid F2Q; PatienceOVERWEIGHT 0.2800
Required for Meaningful Upside
UTi Worldwide : Solid F2Q Report; OVERWEIGHT 0.2600
Stock Could Show Relief Despite
Lower F08 Guidance - ALERT
Q2-08
0.3600
Q3-08
1.1200
FY07
USD
*
NA
NA
Q2-08
0.3600
Q3-08
1.1200
FY07
USD
*
NA
NA
VF Corp. : Housekeeping; Adjusting
Estimates
VFC
NEUTRAL
0.8900
Q2-07
1.8400
Q3-07
5.2000
FY07
USD
*
NA
NA
NEUTRAL
NA
Q2-07
NA
Q3-07
1.5000
FY07
USD
*
NA
NA
Q2-07
2.8500
Q3-07
10.4500
FY07
USD
*
NA
NA
VCI
Valassis Communications Inc. :
Deleveraging Story Hinges on
Lower YOY Pricing Declines
Valero Energy Corporation
31-Jul-07
Price Target Period
Begin Date End Date
OVERWEIGHT 0.7000
Valassis Communications, Inc.
13-Jul-07
UTIW
Thomas R.
Wadewitz
Thomas R.
Wadewitz
V.F. Corporation
Current Year
EPS
EPS
EPS
USG
10-Aug-07 Erik
Bloomquist
27-Jul-07 Erik
Bloomquist
26-Jul-07 Erik
Bloomquist
7-Sep-07
URS Corporation : Private,
State-Local Segments Drive Q2
Beat; Guidance Raised - ALERT
Rating
VLO
Daniel Vetter Valero Energy : Still the best value OVERWEIGHT 3.8100
among large-cap refiners, adj est
Page 210 of 225
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Certifying
Analyst
Headline
Rating
Validus Holdings, Ltd.
VR
24-Sep-07 Matthew
Heimermann
Validus Holdings : Valuation Already NEUTRAL
In Validus Shares/Initiate Neutral
30-Jul-07
19-Jul-07
1.1500
Q3-07
4.3600
FY07
USD
*
NA
NA
NEUTRAL
0.3100
Q2-07
0.3000
Q3-07
1.2200
FY07
USD
*
NA
NA
NEUTRAL
0.3100
Q2-07
0.3048
Q3-07
1.1905
FY07
USD
*
NA
NA
NEUTRAL
0.3300
Q2-07
0.3048
Q3-07
1.1905
FY07
USD
*
NA
NA
NEUTRAL
0.1700
Q2-07
0.1900
Q3-07
0.8100
FY07
USD
*
NA
NA
NEUTRAL
0.1800
Q2-07
0.1900
Q3-07
0.8100
FY07
USD
*
NA
NA
ValueVision Media Inc : F2Q07
NEUTRAL
React: Light, As expected, Guidance
maintained
-0.1000
Q2-08
0.0100
Q3-08
0.0000
FY07
USD
*
NA
NA
Vanda Pharmaceuticals :
OVERWEIGHT -0.6000
Iloperidone Filed Ahead of Schedule
- ALERT
Vanda Pharmaceuticals :
OVERWEIGHT -0.6000
Bifeprunox's Setback Should Be
Vanda's Gain - ALERT
Vanda Pharmaceuticals : Clinical OVERWEIGHT -0.8400
Programs On Track; Reiterate
Overweight
Q2-07
-1.1000
Q3-07
-4.0200
FY07
USD
*
NA
NA
Q2-07
-1.1000
Q3-07
-4.0200
FY07
USD
*
NA
NA
Q2-07
-1.2600
Q3-07
-4.2800
FY07
USD
*
NA
NA
Q3-07
0.5600
Q4-07
1.7400
FY07
USD
*
NA
NA
VLY
VCLK
31-Jul-07
Imran Khan
17-Jul-07
Imran Khan
ValueVision Media, Inc.
23-Aug-07 Barton
Crockett
ValueClick : Media Segment Shows
Weakness but Other Segments
Strong; Adjusting Estimates
ValueClick : Acquisition of
MeziMedia Broadens Exposure to
Comparison Shopping Segment
VVTV
Vanda Pharmaceuticals Inc.
27-Sep-07 Adam
Greene
10-Aug-07 Adam
Greene
2-Aug-07
Adam
Greene
Varian Semiconductor
6-Sep-07
Price Target Period
Begin Date End Date
Q2-07
John Pancari Valley National Bancorp : Meeting
Highlights: Sticking to its Knitting in
a Difficult Market
John Pancari Valley National Bancorp : Tweaking
07 EPS Estimate Post 2Q
John Pancari Valley National Bancorp : 2Q EPS
Upside Driven by Lower Tax Rate,
but Credit Slipped - ALERT
ValueClick, Inc.
1.2700
Valley National Bancorp
3-Aug-07
Current Year
EPS
EPS
EPS
Jay Deahna
VNDA
VSEA
Varian Semiconductor Equipment : OVERWEIGHT 0.2900
Raising Price Target to $69 from
$57; Raising Ests.
Page 211 of 225
Publish
Date
Certifying
Analyst
Headline
30-Jul-07
Jay Deahna
27-Jul-07
Jay Deahna
VCA Antech, Inc.
27-Jul-07
Current Year
EPS
EPS
EPS
2007 Analyst Day: Sitting In The
Sweet Spot
Raising Price Target To $57 From
$47
F3Q07 Results - Share Gain and
Margin Expansion Story Has Legs,
Raising EPS Estimates
Vectren Corporation
VCA Antech Inc. : Another "Beat
OVERWEIGHT 0.4200
and Raise"; Reiterate OW; $46 PT
Vectren Corp : VVC South - Electric
Settlement Approved - ALERT
Vectren Corp : NT Focus on Rate
Cases; LT Focus on Projects
Vectren Corp : Terminates Plan to
Build IGCC Plant - ALERT
Q4-07
1.7400
FY07
USD
*
NA
NA
Q3-07
0.5600
Q4-07
1.7400
FY07
USD
*
NA
NA
Q3-07
0.5000
Q4-07
1.6800
FY07
USD
*
NA
NA
Q2-07
0.3800
Q3-07
1.4000
FY07
USD
*
NA
NA
0.2100
Q2-07
NA
Q3-07
1.9000
FY07
USD
*
NA
NA
NEUTRAL
0.2100
Q2-07
NA
Q3-07
1.8500
FY07
USD
*
NA
NA
NEUTRAL
0.2100
Q2-07
NA
Q3-07
1.8500
FY07
USD
*
NA
NA
Venoco, Inc. : Earnings Miss, But OVERWEIGHT 0.2900
VQ Reaffirms Production Guidance ALERT
Q2-07
0.3900
Q3-07
1.0600
FY07
USD
*
NA
NA
Q2-07
-0.1200
Q3-07
-0.5500
FY07
USD
*
NA
NA
OVERWEIGHT 0.4200
Q3-07
0.4100
Q4-07
1.5600
FY07
USD
*
NA
NA
OVERWEIGHT 0.3900
Q3-07
0.4100
Q4-07
1.5600
FY07
USD
*
NA
NA
VeriSign : Key Franchises
OVERWEIGHT 0.2500
Performing Well; Strategic Changes
Q2-07
0.2800
Q3-07
1.0500
FY07
USD
*
NA
NA
VRNM
8-Aug-07
Verenium Corporation : We Lower UNDERWEIGHT-0.2600
Estimates
Jeffrey J.
Zekauskas
VeriFone Holdings, Inc.
27-Jul-07
0.5600
NEUTRAL
Verenium Corporation
Tien-Tsin
Huang
Tien-Tsin
Huang
Verisign, Inc.
Q3-07
VQ
14-Aug-07 Joseph D.
Allman
13-Jul-07
Price Target Period
Begin Date End Date
VVC
16-Aug-07 Glenn B.
Mullin
7-Aug-07 Glenn B.
Mullin
2-Aug-07 Glenn B.
Mullin
7-Sep-07
WOOF
Dawn Brock
Venoco, Inc.
Rating
PAY
VeriFone : Nice Clean F3Q Beat;
Raising Estimates
VeriFone : Nice NYC Taxi Win:
Introduces Attractive Recurring
Revenue Potential - ALERT
VRSN
P. Sterling
Auty II
Page 212 of 225
Publish
Date
Certifying
Analyst
16-Jul-07
P. Sterling
Auty II
Headline
Jonathan
Chaplin
30-Jul-07
Jonathan
Chaplin
19-Jul-07
Jonathan
Chaplin
Viacom, Inc.
Imran Khan
2-Aug-07
Imran Khan
26-Jul-07
Imran Khan
8-Aug-07
9-Aug-07
Price Target Period
Begin Date End Date
Q2-06
0.2400
Q3-06
0.9500
FY07
USD
*
NA
NA
VZ.N
Verizon Communications : Solid
Wireless Results; Wireline Margins
Soft
Verizon Communications :
Second-Quarter 2007 Preview ALERT
Verizon Communications : Reports
2Q07 Wireless Net Adds - ALERT
NEUTRAL
0.5800
Q2-07
0.6200
Q3-07
2.3700
FY07
USD
*
NA
NA
NEUTRAL
0.5800
Q2-07
0.6300
Q3-07
2.3700
FY07
USD
*
NA
NA
NEUTRAL
0.5800
Q2-07
0.6100
Q3-07
2.3400
FY07
USD
*
NA
NA
Viacom Inc : Q2: Generally In-line
Revenue; Better Than Expected
Operating Income
Viacom Inc : Q2 Results at First
Glance - ALERT
Viacom Inc : Transformers
Outperform our Expectations; Can
Drive Q3 Operating Income and
EPS Upside
NEUTRAL
0.5400
Q2-07
0.6000
Q3-07
2.3000
FY07
USD
*
NA
NA
NEUTRAL
0.5000
Q2-07
0.6000
Q3-07
2.3000
FY07
USD
*
NA
NA
NEUTRAL
0.5000
Q2-07
0.6000
Q3-07
2.3000
FY07
USD
*
NA
NA
Virgin Media: Mixed Q2; bidders will
be mindful of weak cable revenues ALERT
NEUTRAL
NA
Q3-07
NA
Q4-07
NA
FY07
USD
28.40
27-Jun-07
Dec-07
VistaCare, Inc : Profitability Pushed
Off to F1Q08; Stay Neutral. Adj.
Ests.
NEUTRAL
-0.1400
Q3-07
0.0000
Q4-07
-0.3300
FY07
USD
*
NA
NA
NEUTRAL
-0.3600
Q2-07
-0.9900
Q3-07
-2.8500
FY07
USD
*
NA
NA
NEUTRAL
-0.7100
Q2-07
-0.9900
Q3-07
-2.8500
FY07
USD
*
NA
NA
VMED
Jerry Dellis
VistaCare, Inc.
VIAb
3-Aug-07
Virgin Media
Current Year
EPS
EPS
EPS
Coming
VeriSign : March 10-Q Filed; Share OVERWEIGHT 0.2000
Repurchases Can Resume - ALERT
Verizon Communications Inc.
31-Jul-07
Rating
VSTA
Dawn Brock
Visteon Corporation
2-Aug-07
Himanshu
Patel
1-Aug-07
Himanshu
Patel
VC
Visteon Corporation : Decent
Quarter, Halla Floor Provides
Intriguing Valuation
Visteon Corporation : 2Q Beats on
Better SGA Control; Guidance
Unchanged - ALERT
Page 213 of 225
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Certifying
Analyst
Volcano Corporation
3-Aug-07
3-Aug-07
30-Jul-07
Michael N.
Weinstein
Mike Betts
Joseph D.
Allman
W.W. Grainger, Inc.
Tusa Jr.
16-Jul-07
C. Stephen
Tusa Jr.
Wabtec Corporation
24-Sep-07 Brannon
Cook
27-Jul-07
Price Target Period
Begin Date End Date
Q2-07
-0.0900
Q3-07
-0.1000
FY07
USD
*
NA
NA
Q2-07
-0.0900
Q3-07
-0.1000
FY07
USD
*
NA
NA
Q2-07
-0.1000
Q3-07
-0.1000
FY07
USD
*
NA
NA
Voltaire : Initiating at Neutral;
Intriguing Growth Story, but Market,
Competitive & Macro Dynamics
Weigh
-0.0900
Q2-07
0.0500
Q3-07
-0.3400
FY07
USD
*
NA
NA
Vulcan Materials : Reducing EPS OVERWEIGHT 1.4600
estimates by 4-10% and price target
from $125 to $121. Retaining
Overweight rating
Q2-07
NA
Q3-07
5.4100
FY07
USD
121.00
31-Jul-07
Jun-08
VOLT
Mark
Moskowitz
W&T Offshore, Inc.
13-Jul-07
Current Year
EPS
EPS
EPS
Volcano Corporation : Solid Quarter;OVERWEIGHT -0.1000
IVUS Usage on the Upswing
Volcano Corporation : Long-Term OVERWEIGHT -0.1000
Outlook Unchanged; Sell-Off
Creates Buying Opportunity
Volcano Corporation :
OVERWEIGHT -0.0300
Fundamentals Intact, Outlook
Strong; Reiterate Overweight
Vulcan Materials Company
31-Jul-07
Rating
VOLC
Michael N.
Weinstein
Michael N.
Weinstein
Voltaire Ltd.
4-Sep-07
Headline
Brannon
Cook
NEUTRAL
VMC.N
WTI
W&T Offshore, Inc. : Reduced
Production Guidance; Stock
Probably Declines More
NEUTRAL
0.5600
Q2-07
0.6700
Q3-07
1.8600
FY07
USD
*
NA
NA
W.W. Grainger : Accelerated Share NEUTRAL
Repurchase Program a Positive;
Adj. Estimates
W.W. Grainger : Initial Take On 2Q - NEUTRAL
ALERT
1.2100
Q2-07
1.2200
Q3-07
4.7500
FY07
USD
*
NA
NA
1.1200
Q2-07
1.2200
Q3-07
4.7500
FY07
USD
*
NA
NA
Wabtec Corp : Analyst Day
OVERWEIGHT 0.5700
Highlights Longer Term
Opportunities and Strong Transit
Demand
Wabtec Corp : Strong 2Q Results; OVERWEIGHT 0.5700
Favorable Transit Trends Should
Drive 2H Upside. Raising 07 and 08
Q2-07
0.5400
Q3-07
2.2000
FY07
USD
*
NA
NA
Q2-07
0.5200
Q3-07
2.1500
FY07
USD
*
NA
NA
GWW
WAB.N
Page 214 of 225
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Date
Certifying
Analyst
26-Jul-07
Brannon
Cook
Brannon
Cook
20-Jul-07
Headline
Vivek Juneja
5-Jul-07
Vivek Juneja
Wal-Mart Stores, Inc.
14-Aug-07 Charles
Grom
13-Aug-07 Charles
Grom
30-Jul-07
Charles
Grom
Warner Chilcott Ltd.
11-Aug-07 Adam
Greene
George A.
Sacco
Scott Levine
24-Jul-07
Scott Levine
23-Jul-07
Scott Levine
Price Target Period
Begin Date End Date
0.5200
Q3-07
2.1500
FY07
USD
*
NA
NA
Q2-07
0.5200
Q3-07
2.1500
FY07
USD
*
NA
NA
OVERWEIGHT 1.2300
Q2-07
1.2500
Q3-07
4.9000
FY07
USD
*
NA
NA
OVERWEIGHT 1.2300
Q2-07
1.2500
Q3-07
4.9500
FY07
USD
*
NA
NA
Wal-Mart Stores, Inc. : Opportunity OVERWEIGHT 0.7600
Cost, Downgrade Back To Neutral
Wal-Mart Stores, Inc. : Reading The OVERWEIGHT 0.7700
Print - What To Look For In 2Q07
EPS
Wal-Mart Stores, Inc. : Seiyu
OVERWEIGHT 0.7700
Struggles Continue
Q2-08
0.6800
Q3-08
3.1300
FY07
USD
*
NA
NA
Q2-08
0.6900
Q3-08
3.1500
FY07
USD
*
NA
NA
Q2-08
0.6900
Q3-08
3.1500
FY07
USD
*
NA
NA
WB
Wachovia Corporation : 2Q: Mkts
Rev, Credit Quality Offset NIM,
Expenses
Wachovia Corporation : Tweaking
Estimate Down for Golden West
NIM
WMT
WCRX
Warner Chilcott : An In-line 2Q After
Adjustments
NEUTRAL
0.2300
Q2-07
0.2500
Q3-07
0.9600
FY07
USD
*
NA
NA
NEUTRAL
0.9200
Q2-07
0.9300
Q3-07
3.6300
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3800
Q3-07
1.3900
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q2-07
0.3800
Q3-07
1.3900
FY07
USD
*
NA
NA
NEUTRAL
0.3400
Q2-07
0.3800
Q3-07
1.3900
FY07
USD
*
NA
NA
WM
Washington Mutual : 2Q07: Higher
Mortgage Revenues, but Reduced
Reserves Despite Higher Credit
Losses - ALERT
Waste Connections, Inc.
4-Sep-07
Q2-07
Washington Mutual, Inc.
19-Jul-07
Current Year
EPS
EPS
EPS
Estimates
Wabtec Corp : Strong Transit
OVERWEIGHT 0.5300
Demand Drives 2Q Upside - ALERT
Wabtec Corp : Diversified Model
OVERWEIGHT 0.5300
Should Support Growth Through the
Current Cycle; Initiate at Overweight
Wachovia Corporation
23-Jul-07
Rating
WCN
Waste Connections : Announces
Sizable Integrated Acquisition in
Colorado; Raising Estimates
Waste Connections : Adjusting
Estimates Following Volume-Driven
Beat
Waste Connections : Getting Q2
Page 215 of 225
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Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Earnings Season Off on the Right
Foot - ALERT
Waste Industries USA, Inc.
1-Aug-07
Scott Levine
0.4300
Q2-07
0.4000
Q3-07
1.5300
FY07
USD
*
NA
NA
Waste Management : Q2 Pre-Call: OVERWEIGHT 0.5200
Margins Still the Primary Source of
Upside - ALERT
Q2-07
0.6000
Q3-07
2.0600
FY07
USD
*
NA
NA
Q2-07
1.1900
Q3-07
3.3000
FY07
USD
*
NA
NA
Q2-07
1.1900
Q3-07
3.3000
FY07
USD
*
NA
NA
0.0100
Q2-07
0.0700
Q3-07
0.1500
FY07
USD
*
NA
NA
0.0100
Q2-07
0.1000
Q3-07
0.2800
FY07
USD
*
NA
NA
0.1000
Q2-07
0.1000
Q3-07
0.2800
FY07
USD
*
NA
NA
WD-40 Company : We Reduce
UNDERWEIGHT0.4800
Estimates
WD-40 Company : WDFC F3Q
UNDERWEIGHT0.4800
Results Miss Expectations - ALERT
Q4-07
0.3700
Q1-08
1.8000
FY07
USD
*
NA
NA
Q4-07
0.3700
Q1-08
1.8000
FY07
USD
*
NA
NA
0.7000
Q2-07
0.8300
Q3-07
3.2500
FY07
USD
*
NA
NA
UNDERWEIGHT0.7400
Q2-07
0.8100
Q3-07
3.2300
FY07
USD
*
NA
NA
Waste Management, Inc.
31-Jul-07
Scott Levine
WWIN
Waste Industries USA, Inc. :
Margins Up Despite Roll-off
Weakness; Raising Ests
NEUTRAL
WMI
Watsco, Incorporated
WSO
23-Jul-07
Watsco Inc : Second Chance to BuyOVERWEIGHT 1.1200
Quality LT Growth Story
Watsco Inc : Watsco Acquires ACR OVERWEIGHT 1.1200
Group for $6.75/share; Adds 54
Locations to Existing Base - ALERT
5-Jul-07
Curtis
Woodworth
Curtis
Woodworth
WCA Waste Corporation
24-Sep-07 Scott Levine
2-Aug-07
Scott Levine
2-Jul-07
Scott Levine
WD-40 Company
11-Jul-07
10-Jul-07
WCAA
WCA Waste Corporation :
NEUTRAL
Management Meeting Highlights
Acquisitions, Expansion Plans
WCA Waste Corporation : One-Offs NEUTRAL
Drive Q2 Miss; Trimming Estimates
WCA Waste Corporation :
NEUTRAL
Strengthens Houston Presence With
Sizable Swap - ALERT
WDFC
Jeffrey J.
Zekauskas
Jeffrey J.
Zekauskas
Weatherford International Ltd.
23-Jul-07
Michael K.
LaMotte
9-Jul-07
Michael K.
LaMotte
WFT
Weatherford International Ltd. :
Raising Est. on Acquisitions &
Lower Tax Rate
Weatherford International Ltd. :
Risks Are Priced In: Upgrade to
NEUTRAL
Page 216 of 225
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Date
Certifying
Analyst
Headline
Rating
Current Year
EPS
EPS
EPS
Price Target Period
Begin Date End Date
Neutral
Websense Inc.
WBSN
Auty II
Auty II
Websense : Surf Control
Shareholders Approve Merger ALERT
Websense : Upgrading to OW
Ahead of Renewal Wave
Weight Watchers International, Inc.
13-Aug-07 Dara W.
Mohsenian
2-Aug-07
Dara W.
Mohsenian
Michael
Mueller
27-Jul-07
Michael
Mueller
Michael
Mueller
20-Jul-07
William
Georges
2-Aug-07
William
Georges
WellPoint, Inc.
0.2200
Q3-07
0.8800
FY07
USD
*
NA
NA
UNDERWEIGHT0.2200
Q2-07
0.2200
Q3-07
0.8800
FY07
USD
*
NA
NA
0.7300
Q2-07
0.6000
Q3-07
2.4500
FY07
USD
*
NA
NA
0.7300
Q2-07
0.6000
Q3-07
2.4500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
3.02**
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
3.03**
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
3.02**
FY07
USD
*
NA
NA
WTW
WRI
Weingarten Realty Investors : $0.02UNDERWEIGHT NA
beat on gain timing; Strategic plan
on track
Weingarten Realty Investors : ModelUNDERWEIGHT NA
Adjustment
Weingarten Realty Investors : ModelUNDERWEIGHT NA
Adjustment
WellCare Health Plans, Inc.
2-Aug-07
Q2-07
Weight Watchers International :
NEUTRAL
Adjusting Quarterly Flow of EPS, FY
Unchanged
Weight Watchers International :
NEUTRAL
Strong Q2 Driven By Monthly Pass,
but NA Recruitment Remains Soft
Weingarten Realty Investors
27-Jul-07
OVERWEIGHT 0.2200
WCG
WellCare Health Plans : 2Q EPS of
$1.30 Well Ahead of Estimates;
Raises 2007 Guidance - ALERT
WellCare Health Plans : 2Q Well
Ahead of Estimates on MA and Part
D
NEUTRAL
1.2200
Q2-07
1.2900
Q3-07
4.7100
FY07
USD
*
NA
NA
NEUTRAL
1.2200
Q2-07
1.2900
Q3-07
4.7100
FY07
USD
*
NA
NA
WellPoint Inc. : Upbeat
OVERWEIGHT 1.3500
Management Meetings; Look for
Improved 2H07 Operating Results
WellPoint Inc. : In-line Quarter
OVERWEIGHT 1.3500
Overlooked on More Challenged
Growth Outlook
WellPoint Inc. : Second Quarter
OVERWEIGHT 1.3500
Q2-07
1.4400
Q3-07
5.5500
FY07
USD
*
NA
NA
Q2-07
1.4400
Q3-07
5.5500
FY07
USD
*
NA
NA
Q2-07
1.4400
Q3-07
5.5400
FY07
USD
*
NA
NA
WLP
31-Aug-07 William
Georges
26-Jul-07
William
Georges
23-Jul-07
William
Page 217 of 225
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Date
Certifying
Analyst
Georges
Headline
Vivek Juneja
Wendy's International
27-Jul-07
Curtis
Woodworth
WestAmerica Bancorp.
17-Jul-07
Western Digital Corp.
WDC
Western Digital : Double Dose of
Positives, Although Sustainability
Questionable; Adj. Ests.
Western Digital : WD Completes
Komag Acquisition - ALERT
Western Digital : Nascent HDD
Optimism and Seagate's Pre-Labor
Day Treat Lift Outlook; Adj. Ests.
Western Digital : No 2H Snapback in
Margins; Momentum in Notebook
and Branded Slows; Adj. Ests.
27-Jul-07
Mark
Moskowitz
Q3-07
2.7100
FY07
USD
*
NA
NA
Q2-07
0.3600
Q3-07
1.1100
FY07
USD
*
NA
NA
Q2-07
0.3000
Q3-07
1.1600
FY07
USD
*
NA
NA
Q2-07
1.2500
Q3-07
4.6500
FY07
USD
*
NA
NA
WABC
11-Sep-07 Mark
Moskowitz
Mark
Moskowitz
29-Aug-07 Mark
Moskowitz
0.6900
WCC
Wesco : Removing from Focus List OVERWEIGHT 1.1700
owing to Stop Out Rules; Don't Stop
Believing in Business Model - Reit
OW
John Pancari Westamerica Bancorporation : 2Q
Follow-Up: Above Peer Credit
Quality Intact, Despite Blip; EPS
Remains Pressured
5-Sep-07
Q2-07
WERN
Werner Enterprises : In Line 2Q; UNDERWEIGHT0.3000
Fleet Reduction / Cost Control are
Positive but Market is Still Tough
WESCO International, Inc.
8-Aug-07
Price Target Period
Begin Date End Date
WEN
John Ivankoe Wendy's Int'l : 2Q Cost Beat
UNDERWEIGHT0.3300
Matched With Still Sluggish Sales.
Maintain UW & Prefer MCD & BKC.
Adjusting Ests.
Thomas R.
Wadewitz
WFC
Wells Fargo : Strong Cap Mkts Rev, OVERWEIGHT 0.6700
Subprime Ltd Impact in 2Q
Werner Enterprises, Inc.
19-Jul-07
Current Year
EPS
EPS
EPS
Preview: Expect in-line EPS
Wells Fargo & Company
18-Jul-07
Rating
NEUTRAL
0.7400
Q2-07
0.7500
Q3-07
3.0100
FY07
USD
*
NA
NA
NEUTRAL
0.4200
Q4-08
0.5500
Q1-09
2.1700
FY07
USD
*
NA
NA
NEUTRAL
0.4200
Q4-08
0.5500
Q1-09
2.1700
FY07
USD
*
NA
NA
NEUTRAL
0.3700
Q4-08
0.4800
Q1-09
1.8600
FY07
USD
*
NA
NA
NEUTRAL
0.3600
Q4-08
NA
Q1-09
1.7700
FY07
USD
*
NA
NA
Page 218 of 225
Publish
Date
Certifying
Analyst
Headline
Western Refining, Inc.
9-Aug-07
David Silver
9-Aug-07
John
Blackledge
13-Jul-07
John
Blackledge
John
Blackledge
12-Jul-07
Price Target Period
Begin Date End Date
1.1800
Q3-07
5.1800
FY07
USD
*
NA
NA
0.5800
Q2-07
0.8500
Q3-07
2.5500
FY07
USD
*
NA
NA
Westwood One, Inc. : 2Q07 First UNDERWEIGHT0.0700
Glance: Mixed Results; Soft 3Q07
Westwood One, Inc. : WON Facing UNDERWEIGHT0.0700
Further Challenges; Reiterate UW
Westwood One, Inc. : New CFO, UNDERWEIGHT0.0700
CEO Search Begins, and CBS Deal
May be Completed by August ALERT
Q2-07
0.0500
Q3-07
0.2300
FY07
USD
*
NA
NA
Q2-07
0.0500
Q3-07
0.2300
FY07
USD
*
NA
NA
Q2-07
0.0500
Q3-07
0.2300
FY07
USD
*
NA
NA
WLK
NEUTRAL
WON
Claudia K.
Shank
WY
NEUTRAL
0.3500
Q2-07
0.5600
Q3-07
1.6000
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q3-07
NA
Q4-07
1.9700
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q3-07
NA
Q4-07
1.8500
FY07
USD
*
NA
NA
NEUTRAL
1.8000
Q2-07
2.2000
Q3-07
8.1200
FY07
USD
*
NA
NA
John Pancari Whitney Holding Corp. : Challenging NEUTRAL
2Q; Missed Ests on NIM and
0.5200
Q2-07
0.5500
Q3-07
2.2000
FY07
USD
*
NA
NA
WGL Holdings, Inc.
Weyerhaeuser Company : Pre-Call
Note: Low Corp. Expense Helps
Drive 2Q Beat - ALERT
WGL.N
26-Sep-07 Glenn B.
Mullin
6-Aug-07 Glenn B.
Mullin
WGL Holdings Inc. : VA Settlement
Approved as Expected - ALERT
WGL Holdings Inc. : Retail Drives a
Breakout Quarter
Whirlpool Corporation
WHR
20-Jul-07
Whirlpool : Ex-Tax Rate and
Pension Charge, 2Q Modestly
Above Street; FY07 Guidance
Reiterated; Raising FY08E
Michael
Rehaut
Whitney Holding Corp.
24-Jul-07
Q2-07
Weyerhaeuser Company
3-Aug-07
UNDERWEIGHT2.2900
Westlake Chemical Corp :
Polyethylene Strengthens; We
Adjust Estimates
Westwood One, Inc.
Current Year
EPS
EPS
EPS
WNR
Daniel Vetter Western Refining : Premium
Valuation Unjustified; Reiterate
Underweight Rating; adj est
Westlake Chemical Corporation
3-Aug-07
Rating
WTNY
Page 219 of 225
Publish
Date
Certifying
Analyst
Headline
24-Jul-07
Expense Pressure - ALERT
John Pancari Whitney Holding Corp. : 2Q07
Recap: Core Trends Remain
Challenged; Reiterate Neutral
17-Aug-07 Stephen
Chick
1-Aug-07
16-Jul-07
13-Jul-07
Stephen
Chick
Stephen
Chick
Stephen
Chick
11-Sep-07 David Lewis
24-Jul-07
David Lewis
Q3-07
2.2000
FY07
USD
*
NA
NA
OVERWEIGHT 0.3500
Q3-07
0.3000
Q4-07
1.3500
FY07
USD
*
NA
NA
OVERWEIGHT 0.3500
Q3-07
0.3000
Q4-07
1.3500
FY07
USD
*
NA
NA
OVERWEIGHT 0.3500
Q3-07
0.2900
Q4-07
1.3000
FY07
USD
*
NA
NA
OVERWEIGHT 0.3100
Q3-07
0.2900
Q4-07
1.3000
FY07
USD
*
NA
NA
OVERWEIGHT 0.3100
Q3-07
0.2200
Q4-07
1.2200
FY07
USD
*
NA
NA
0.0000
Q2-07
NA
Q3-07
0.4700
FY07
USD
*
NA
NA
John Wiley : Update after F1Q08 OVERWEIGHT 0.3700
Earnings Call; Like Entry Point
Ahead of Cost Saves
John Wiley : Solid F1Q08; BlackwellOVERWEIGHT 0.3600
acquisition accretive in quarter
John Wiley : Blackwell Integration OVERWEIGHT 0.3700
Remains on Schedule
Q1-08
0.4100
Q2-08
1.6900
FY07
USD
*
NA
NA
Q1-08
0.4100
Q2-08
1.6300
FY07
USD
*
NA
NA
Q1-08
0.4400
Q2-08
1.7300
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.4000
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.3500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
1.3500
FY07
USD
*
NA
NA
WFMI
Whole Foods : OATS Acquisition:
FTC Appeal Denied; Positive Overweight
Whole Foods : Court Ruling Favors
WFMI > FTC: OATS Deal;
Favorable - Overweight
Whole Foods : Q307 Review;
Overweight
Whole Foods : Update - SEC
Informal Inquiry; Overweight ALERT
Whole Foods : Noise; Overweight
OATS
Wild Oats : Downgrade to
Underweight from Neutral;
Risk/Reward - Move Into WFMI
(OW)
Williams Companies, Inc.
13-Sep-07 Glenn B.
Mullin
3-Aug-07
2-Aug-07
Glenn B.
Mullin
Glenn B.
Mullin
Price Target Period
Begin Date End Date
0.5500
Wiley John & Sons Inc.
13-Sep-07 David Lewis
Q2-07
Wild Oats Markets, Inc.
17-Aug-07 Stephen
Chick
NEUTRAL
Current Year
EPS
EPS
EPS
0.5200
Whole Foods Market, Inc.
24-Aug-07 Stephen
Chick
Rating
NEUTRAL
JWa
WMB
Williams Companies : Pipeline MLP OVERWEIGHT 0.4300
Registration Statement Filed ALERT
Williams Companies : Progress on OVERWEIGHT 0.4300
All Fronts
Williams Companies : Good 2Q07; OVERWEIGHT 0.4000
Increasing EPS & Capex Guidance -
Page 220 of 225
Publish
Date
Certifying
Analyst
20-Jul-07
Glenn B.
Mullin
Headline
ALERT
Williams Companies : Pipeline MLP OVERWEIGHT
& Share Buyback - Positive - ALERT
Q3-07
1.3500
FY07
USD
*
NA
NA
NEUTRAL
0.5200
Q2-07
0.3300
Q3-07
2.7000
FY07
USD
*
NA
NA
NEUTRAL
0.5200
Q2-07
0.3300
Q3-07
2.7000
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.2400
Q3-07
0.9300
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.2400
Q3-07
0.9300
FY07
USD
*
NA
NA
Seth Tennant Wisconsin Energy Corp : Swapping NEUTRAL
Regulated Growth Stocks on
Relative Valuation: Upgrade WEC to
OW, Downgrade NU to N, Adj. Ests.
Seth Tennant Wisconsin Energy Corp : Solid
NEUTRAL
Quarter, Not As Strong as the
Headline - ALERT
0.4900
Q2-07
NA
Q3-07
2.3500
FY07
USD
*
NA
NA
0.3500
Q2-07
NA
Q3-07
2.3500
FY07
USD
*
NA
NA
UNDERWEIGHT-0.0100
Q2-07
-0.0100
Q3-07
-0.0900
FY07
USD
*
NA
NA
UNDERWEIGHT-0.0200
Q2-07
-0.0100
Q3-07
-0.0900
FY07
USD
*
NA
NA
2-Aug-07
Matthew
Heimermann
Jonathan
Chaplin
Jonathan
Chaplin
WSH
Willis Group Holdings Limited : 2Q
Lower On Non-Core +
Growth/Margins In-Line
Willis Group Holdings Limited :
Lowering EPS For 2Q And
Repurchases
Windstream Corporation
WIN.N
Windstream Communications :
2Q07 Quick Take - ALERT
Windstream Communications :
Mostly In-Line 2Q07 Results
Wisconsin Energy Corporation
31-Jul-07
WJ Communications, Inc.
3-Aug-07
Paul Coster
2-Aug-07
Paul Coster
27-Jul-07
9-Jul-07
Pablo E.
Zuanic
Pablo E.
Zuanic
Pablo E.
Zuanic
WEC
WJCI
WJ Communications : 2Q07
Results: Going Fabless Pays Off
With Breakeven But 2H Is Tough
WJ Communications : 2Q07
Preview: On Margin Watch
Wm. Wrigley Jr. Company
30-Jul-07
Price Target Period
Begin Date End Date
NA
Matthew
Heimermann
6-Sep-07
Q2-07
2-Aug-07
8-Aug-07
Current Year
EPS
EPS
EPS
NA
Willis Group Holdings Limited
8-Aug-07
Rating
WWY
WM Wrigley Jr : Quick Take on
2Q07 Results
WM Wrigley Jr : What May Drive
Sentiment on Monday (2Q07 Out)
WM Wrigley Jr : Updating Estimates
NEUTRAL
0.5900
Q2-07
0.6000
Q3-07
2.2700
FY07
USD
*
NA
NA
NEUTRAL
0.5900
Q2-07
0.6000
Q3-07
2.2700
FY07
USD
*
NA
NA
NEUTRAL
0.5600
Q2-07
0.6000
Q3-07
2.2400
FY07
USD
*
NA
NA
Page 221 of 225
Publish
Date
Certifying
Analyst
WMS Industries Inc.
8-Aug-07
Harry C.
Curtis
Headline
22-Aug-07 Christine
Pezino
WMS Industries : Positive Free
Cash Flow Surprise
10-Aug-07 Jonathan
Chappell
16-Aug-07 Michael
Gambardella
Q4-08
NA
Q1-09
1.0667
FY07
USD
*
NA
NA
NEUTRAL
0.2000
Q1-08
-0.2800
Q2-08
0.3200
FY07
USD
*
NA
NA
NEUTRAL
0.2000
Q1-08
0.1400
Q2-08
0.6400
FY07
USD
*
NA
NA
World Fuel Services Corp :
OVERWEIGHT 0.5800
Lowering Est. as Tax Rate, Costs
offset Strong Vols.
World Fuel Services Corp : Marine OVERWEIGHT 0.5800
Profits, Higher Taxes Drive Modest
2Q EPS Shortfall, Reiterate OW ALERT
Q2-07
0.6800
Q3-07
2.4500
FY07
USD
*
NA
NA
Q2-07
0.6800
Q3-07
2.4500
FY07
USD
*
NA
NA
WNS
WNS Holdings Ltd. : Restructures
Top Management, Current CFO to
Exit, New COO Appointed - ALERT
WNS Holdings Ltd. : First Magnus
Files for Bankruptcy; Lowering Ests.
to Reflect Company Guidance
Tien-Tsin
Huang
INT
WOR
Worthington Industries : Delivering
on cost cutting, but Metal Framing
still struggling - Raising EPS
Worthington Industries : F1Q
pre-announcement on Metal
Framing weakness - Lowering EPS
NEUTRAL
0.2700
Q1-08
0.3600
Q2-08
1.3900
FY08
USD
*
NA
NA
NEUTRAL
0.1800
Q1-08
0.2000
Q2-08
0.9300
FY08
USD
*
NA
NA
Wright Express : Stable Trends,
OVERWEIGHT 0.5000
Upside on Hedge and Charge-offs;
Raising Est
Q2-07
0.5000
Q3-07
1.8300
FY07
USD
*
NA
NA
Wright Express Corporation
8-Aug-07
WXS
WuXi PharmaTech (Cayman) Inc. (ADR)
18-Sep-07 Tycho
Peterson
Harry C.
Curtis
WX
WuXi PharmaTech : Leading the
Way for China CROs
Wyndham Worldwide Corporation
2-Aug-07
Price Target Period
Begin Date End Date
0.3067
Worthington Industries, Inc.
27-Sep-07 Michael
Gambardella
NEUTRAL
World Fuel Services Corporation
13-Aug-07 Jonathan
Chappell
Current Year
EPS
EPS
EPS
WMS
WNS (Holdings) Limited (ADR)
11-Sep-07 Christine
Pezino
Rating
NEUTRAL
NA
Q2-07
NA
Q3-07
0.4400
FY07
USD
*
NA
NA
NEUTRAL
0.4900
Q2-07
0.7000
Q3-07
2.1000
FY07
USD
*
NA
NA
WYN
Wyndham Worldwide : Mixed
Results And Outlook.
Page 222 of 225
Publish
Date
Certifying
Analyst
1-Aug-07
Harry C.
Curtis
Headline
Wyndham Worldwide : Beats On
Corporate Costs Again.
Wynn Resorts, Limited
7-Aug-07
Harry C.
Curtis
Xcel Energy Inc.
25-Jul-07
25-Jul-07
23-Jul-07
Xilinx, Inc.
20-Jul-07
25-Jul-07
0.4600
Q2-07
0.7000
Q3-07
2.1000
FY07
USD
*
NA
NA
OVERWEIGHT 0.9200
Q2-07
0.5400
Q3-07
2.3900
FY07
USD
*
NA
NA
0.3000
Q2-07
NA
Q3-07
1.4000
FY07
USD
*
NA
NA
Bill C. Shope Xerox Corporation : A Mixed Quarter NEUTRAL
CFA
Could Pressure the Shares in the
Near-Term
Bill C. Shope Xerox Corporation : Quick Take on
NEUTRAL
CFA
Xerox 2Q07 Results - ALERT
Bill C. Shope Xerox Corporation : 2Q Preview:
NEUTRAL
CFA
Tracking the Post-Sales Curve
0.2800
Q2-07
0.2600
Q3-07
1.1700
FY07
USD
*
NA
NA
0.2700
Q2-07
0.2600
Q3-07
1.1700
FY07
USD
*
NA
NA
0.2800
Q2-07
0.2600
Q3-07
1.1400
FY07
USD
*
NA
NA
Xcel Energy : Guiding to High End
of Range on Solid, In Line 2Q07
EPS - ALERT
0.2800
Q1-08
0.3000
Q2-08
1.2600
FY07
USD
*
NA
NA
Xinhua Finance Media : XFML
OVERWEIGHT 0.0800
Raises Q2 Guidance; Upside from
Organic Growth and Acquisitions ALERT
Q2-07
0.1400
Q3-07
0.4000
FY07
USD
*
NA
NA
XL Capital Ltd. : 2Q A Repeat of
1Q/Balance Sheet Drives Upside
XL Capital Ltd. : Raising EPS
Modestly, Trends Remain Sound
OVERWEIGHT 2.8400
Q2-07
2.0900
Q3-07
10.3500
FY07
USD
*
NA
NA
OVERWEIGHT 2.8400
Q2-07
2.0900
Q3-07
10.3500
FY07
USD
*
NA
NA
XTO Energy : Updating Model After OVERWEIGHT 1.1400
Q2-07
NA
Q3-07
4.6400
FY07
USD
*
NA
NA
XRX
XLNX
Christopher
Danely
Imran Khan
Xilinx : Another Disappointment,
NEUTRAL
Checks Indicate Xilinx Losing Share,
Reiterate Neutral
XFML
XL
Matthew
Heimermann
Matthew
Heimermann
XTO Energy Inc.
26-Jul-07
Price Target Period
Begin Date End Date
NEUTRAL
XL Capital Ltd.
25-Jul-07
XEL
Andrew
Smith
Xinhua Finance Media Limited (ADR)
9-Jul-07
NEUTRAL
Current Year
EPS
EPS
EPS
WYNN
Wynn Resorts : Results even
stronger than anticipated. Raising
estimates
Xerox Corporation
26-Jul-07
Rating
XTO
Joseph D.
Page 223 of 225
Publish
Date
Certifying
Analyst
24-Jul-07
Allman
Joseph D.
Allman
Yahoo! Inc.
the Conference Call
XTO Energy : Another Strong
Quarter Highlighted by the
Company's First Well in the
Woodford - ALERT
Rating
OVERWEIGHT
Current Year
EPS
EPS
EPS
NA
Price Target Period
Begin Date End Date
Q2-07
NA
Q3-07
4.6500
FY07
USD
*
NA
NA
Q2-07
0.0900
Q3-07
0.4200
FY07
USD
*
NA
NA
Q2-07
0.0900
Q3-07
0.4200
FY07
USD
*
NA
NA
Q2-07
0.1200
Q3-07
0.4200
FY07
USD
*
NA
NA
Q2-07
1.0900
Q3-07
3.2700
FY07
USD
*
NA
NA
Q2-07
1.0600
Q3-07
3.1900
FY07
USD
*
NA
NA
Q2-07
1.4000
Q3-07
4.0000
FY07
USD
*
NA
NA
0.3900
Q2-07
0.4450
Q3-07
1.6150
FY07
USD
*
NA
NA
Zale Corporation : BB&B Sold to UNDERWEIGHT-0.0900
Finlay; Adjusting Est.
Zale Corporation : Quick Thoughts UNDERWEIGHT-0.0900
From Meeting with Signet, ZLC's
Largest Competitor - ALERT
Zale Corporation : Highlights from UNDERWEIGHT0.0200
Meeting with Management;
Lowering Estimates
Q4-08
NA
Q1-09
1.1300
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
1.1300
FY07
USD
*
NA
NA
Q4-08
NA
Q1-09
1.6700
FY07
USD
*
NA
NA
YHOO
5-Sep-07
Imran Khan
9-Aug-07
Imran Khan
18-Jul-07
Imran Khan
YRC Worldwide Inc.
Thomas R.
Wadewitz
17-Jul-07
Thomas R.
Wadewitz
16-Jul-07
Thomas R.
Wadewitz
Yum! Brands, Inc.
Yahoo Inc : Acquisition of Blue
OVERWEIGHT 0.1100
Lithium is Strategically Sound;
Yahoo Inc : Decker buys $1.1M
OVERWEIGHT 0.1100
Shares in the Company - ALERT
Yahoo Inc : 2Q'07 O&O Growth
OVERWEIGHT 0.0900
Improving and Business Investment
Increases; Adjusting Estimates
YRCW
27-Jul-07
12-Jul-07
Headline
YRC Worldwide : 2Q Slightly AboveUNDERWEIGHT0.9100
Forecast but Outlook is Difficult;
Lowering EPS
YRC Worldwide : Soft Market
UNDERWEIGHT0.8800
Magnifies Structural Issues;
Assuming Coverage & Downgrading
to Underweight
YRC Worldwide : Soft Market
NEUTRAL 1.0300
Magnifies Structural Issues;
Assuming Coverage & Downgrading
to Underweight
YUM.N
John Ivankoe Yum Brands : Adjusting Estimates.
Lower China Growth Offset by YRI
Strength and US Margins
Zale Corporation
28-Sep-07 Brian J.
Tunick
18-Sep-07 Brian J.
Tunick
10-Sep-07 Brian J.
Tunick
NEUTRAL
ZLC
Page 224 of 225
Publish
Date
Certifying
Analyst
Headline
Rating
Zimmer Holdings, Inc.
ZMH
27-Jul-07
Zimmer Holdings : Updating
Estimates Following 2Q07 Results
NEUTRAL
Price Target Period
Begin Date End Date
0.9800
Q2-07
0.9200
Q3-07
4.0600
FY07
USD
*
NA
NA
Zions Bancorporation
ZION
26-Sep-07 Steven
Alexopoulos
Zions Bancorporation : Update
OVERWEIGHT 1.4300
Points to Accelerated Credit
Deterioration, A Leading Indicator
Makes us More Bearish on Banks
Zions Bancorporation : 2Q07
OVERWEIGHT 1.4300
Review: Zions Beats Estimates On
Standout Second Quarter, Reaffirm
Overweight Rating
Q2-07
1.5300
Q3-07
5.9500
FY07
USD
*
NA
NA
Q2-07
NA
Q3-07
5.9000
FY07
USD
*
NA
NA
20-Jul-07
Michael N.
Weinstein
Current Year
EPS
EPS
EPS
Steven
Alexopoulos
Zoran Corporation
ZRAN
24-Jul-07
Paul Coster
20-Jul-07
Paul Coster
Zoran Corp : The Price is Right:
Upgrading to Overweight
Zoran Corp : Strong 2Q, Solid
Guidance: Smile for the Cameras.
Adj. Ests.
Zoran Corp : Assuming Coverage:
No Change to Ratings
NEUTRAL
0.3300
Q2-07
0.3800
Q3-07
NA
FY07
USD
*
NA
NA
NEUTRAL
0.3300
Q2-07
0.3800
Q3-07
1.1400
FY07
USD
*
NA
NA
NEUTRAL
0.2200
Q2-07
0.3800
Q3-07
1.1400
FY07
USD
*
NA
NA
Page 225 of 225

Quarterly Equity Research Transparency Report

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