Recommendations for February 7, 2007The Bomb
No update today for some reason. :(
Concorde
Aspen Technology |
Dennis C. Wassung, Jr., CFA, AZPN : NNM : US$10.29 | US$946.7M | Buy, Target US$15.00
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Q2 blowout, raising estimates
Bankrate |
Colin Gillis, RATE : NNM : US$44.47 | US$867.7M | Buy, Target US$50.00 ↑
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Healthy DecQ results; lead generation next major driver
Business Objects |
Peter Misek, BOBJ : NNM : US$38.88 | US$3.762.7M | Speculative Buy, Target US$45.00 ↑
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Strong fundamentals persist
CAE Inc. |
Robert Fay, CAE : TSX : C$11.65 | C$2,924.2M | CGT : NYSE : US$9.82 | Sell, Target C$8.00
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CAE Q3/07 preview
Calpine Power Income Fund |
Bob Hastings, CF.UN : TSX : C$13.26 | C$818.7M | Hold, Target C$13.50 ↑
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Another bid?
Cumberland Resources Ltd. |
Graeme Currie, CLG : TSX : $7.18 | C$540.7M | Hold, Target C$7.25
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Target price reached
MIGENIX Inc. |
Neil Maruoka, MGI : TSX : $0.66 | C$62.0M | Buy, Target C$1.50
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Prospective partner Schering drops the ball
Metal Management |
Eric Glover, CFA, MM : NYSE : US$40.82 | US$1.065.4M | Buy, Target US$48.00 ↑
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DecQ results mixed, but outlook strong: Raising estimates and setting new $48 target price
PDF Solutions |
Dennis C. Wassung, Jr., CFA, PDFS : NNM : US$11.07 | US$345.3M | Buy, Target US$15.00
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Strong guidance after tough Q4
Reliv International |
Scott Van Winkle, CFA, RELV : NNM : US$10.44 | US$178.0M | Buy, Target US$12.00 ↑
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Timely and comprehensive launch
Select Comfort |
Stephen Colbert, SCSS : NNM : US$18.67 | US$1,032.5M | Hold, Target US$17.00
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Expect in-line Q4 results; F2007 guidance concerns remain
USANA Health Sciences |
Scott Van Winkle, CFA, USNA : NNM : US$54.63 | US$1,031.5M | Hold, Target US$58.00 ↑
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Healthy growth, healthy outlook
Verenex Energy Inc. |
Richard Wyman, VNX : TSX : C$8.90 | C$321.2M | Hold ↓, Target C$8.30 ↓
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Stock ahead on exploration activity in Libya -- Valuation revised