Friday, March 31, 2006

Friday Morning, March 31st

MTNA

recently filed an 8K to acquire 17 of Britesmile BSML Dentle Spas for 27 million. We think the stock has room to go higher. Very tight float . We look for 10.00 this summer.


It appears that management is selling off the assets of Britesmile which could be desisted due to price from the NASDAQ. So if you own BSML We suggest you consider selling and buy the profitable division of BSML which is currently being merged into MTNA.


TX Holdings TXHG.

Currently TXHG has approximately 13 to 15 million proven barrels of Oil is its property in Texas. The company has an excellent growth strategy. We think the shares are Undervalued at current levels. Shares could easily double this year.


Movers & shakers


Friday Morning, March 31st



European Markets:


Presently down about 1/3%



Upgrades:


  • COGN Cognos Needham & Co Hold » Buy $44
  • GDW Golden West Sandler O'Neill Hold » Buy $79
  • STNR Steiner Leisure CIBC Wrld Mkts Sector Perform » Sector Outperform $48
  • LII Lennox Intl Matrix Research Buy » Strong Buy
  • WCC Wesco Intl Matrix Research Hold » Buy
  • HELX Helix Tech Matrix Research Hold » Buy
  • COGN Cognos First Albany Neutral » Buy
  • COGN Cognos Jefferies & Co Hold » Buy $36.50 » $43
  • BBI Blockbuster Bear Stearns Underperform » Peer Perform
  • ARRO Arrow Intl Brean Murray Hold » Accumulate
  • FPL FPL Group Jefferies & Co Hold » Buy $45.50
  • SO Southern Co Citigroup Sell » Hold
  • WDR Waddell & Reed Friedman Billings Underperform » Mkt Perform $26
  • TROW T. Rowe Price Friedman Billings Mkt Perform » Outperform $85
  • APD Air Products Prudential Neutral » Overweight
  • NTAP upgraded by DBAB
  • TRMM upgraded to outperform at Friedman

  • AUDC Audiocodes Nollenberger Capital Buy $18
  • SIRI Sirius Satellite Ladenburg Thalmann Buy $6
  • UFPI Universal Forest Soleil Buy $78
  • FPFC First Place Finl Ryan, Beck & Co Mkt Perform
  • TOMO TOM Online Brean Murray Strong Buy $30
  • NOVL Novell Rochdale Securities Buy $11
  • NRPH New River Pharma Robert W. Baird Outperform $45
  • DOVP DOV Pharma Robert W. Baird Outperform $27
  • POZN POZEN Wachovia Outperform
  • CGPI CollaGenex Pharm Wachovia Outperform
  • VMSI Ventana Medical Kaufman Bros Buy $50
  • TWTI Third Wave Pacific Growth Equities Buy
  • LCAV LCA Vision William Blair Outperform
  • BCON initiated with a Buy at MERI
  • CD initiated with a Buy and $8 target at DBAB

  • WMAR West Marine RBC Capital Mkts Sector Perform $12 » $14
  • CTXS Citrix Systems RBC Capital Mkts Outperform $35 » $40
  • BK Bank of NY RBC Capital Mkts Sector Perform $31 » $34
  • PX Praxair Prudential Overweight $60 » $66
  • NUAN Nuance Communications Needham & Co Buy $12 » $14
  • MERX Merix Needham & Co Buy $10 » $15
  • STN Station Casinos Banc of America Sec Buy $80 » $85
  • SAP SAP AG Banc of America Sec Buy $51 » $58
  • BW Brush Engineered Mat Jefferies & Co Buy $22 » $25
  • COGN Cognos Stifel Nicolaus Buy $40 » $45
  • GME Gamestop Credit Suisse Outperform $47 » $52
  • SKX Skechers USA First Albany Buy $18 » $29
  • ASEI American Science & Engineering Ryan, Beck & Co Outperform $91 » $105
  • VCBI Virginia Commerce Bancorp Ryan, Beck & Co Mkt Perform $31 » $33
  • INFY target raised to $95 by MLCO
  • TSO target raised to $77 from $70 at Citigroup

Downgrades:


  • MMSI Merit Medical CL King Strong Buy » Neutral $17 » $12
  • GRMN Garmin Needham & Co Buy » Hold
  • CLRK Color Kinetics Needham & Co Strong Buy » Buy $23
  • BANR Banner Sandler O'Neill Buy » Hold $36.50
  • FRC First Republic Bank Sandler O'Neill Buy » Hold $42
  • BPFH BostonPrivate Fin Sandler O'Neill Buy » Hold
  • MHK Mohawk Avondale Partners Mkt Outperform » Mkt Perform $100 » $81
  • GPI Group 1 Auto Morgan Stanley Equal-weight » Underweight
  • OEH Orient-Express CIBC Wrld Mkts Sector Outperform » Sector Perform
  • ISBC Investors Bancorp Keefe Bruyette Outperform » Mkt Perform
  • ASYT Asyst Banc of America Sec Buy » Neutral
  • ITT ITT Industries Citigroup Buy » Hold
  • CDWC CDW Corp FTN Midwest Buy » Neutral
  • TRMM TRM Piper Jaffray Market Perform » Underperform $5
  • LYO Lyondell Chem Prudential Overweight » Neutral
  • DOW Dow Chemical Prudential Overweight » Neutral $45
  • SINA Sina Brean Murray Sell $22

Thursday, March 30, 2006

Thursday Morning, March 30th

Movers & shakers


Thursday Morning, March 30th



European Markets:


Presently up 1/2% this morning



Breaking News:


  • ~J.P. Morgan is close to buying 300 retail branches from the Bank of New York. They could have a value as much as $4 billion;
  • ~Goldman Sachs downgrades the Leisure industry including CCL, and HDI. They would look to invest in the Gaming and Hotel industry.
  • ~Healthy spending in the Computer Sciences and the IT Consulting Survey. They like CAN, IBM, CTSH, INFY, TCS, WIT.
  • ~JPHQ raised Mississippi casinos including MGM, PENN, PNK, and BYD;
  • ~MFLX - buying MFS Technology;
  • ~CBS - possibly buying Univision;
  • ~AMLN - announced to sell 10M shares at $46.50;
  • ~LVS - made a $3.7B bid for a casino in Marina Bay, Singapore;

Brokerage Opinions:


  • ~AAPL - Smith Barney says to buy on weakness
  • ~Morgan Stanley likes CME (target $475)
  • UNH - Prudential believes they will far exceed expectations and reiterate overweight. They believe powerful cash flows could fuel a share buyback. Target $72.

Upgrades:


  • SWKS Skyworks Oppenheimer Neutral » Buy $8
  • LUB Luby's Matrix Research Hold » Buy
  • WIRE Encore Wire Corp Matrix Research Sell » Strong Buy
  • FCX Freeport-McMoRan Morgan Stanley Underweight » Equal-weight
  • MBI MBIA Inc Morgan Stanley Underweight » Equal-weight
  • CRWN Crown Media Jefferies & Co Hold » Buy $8.25
  • ELX Emulex Citigroup Sell » Hold
  • AVT Avnet Morgan Stanley Underweight » Overweight
  • PD Phelps Dodge Morgan Stanley Equal-weight » Overweight
  • LEA Lear Wachovia Underperform » Mkt Perform
  • HPC Hercules Jefferies & Co Hold » Buy $16
  • NCX NOVA Chemicals JP Morgan Underweight » Neutral
  • MYG Maytag Prudential Underweight » Neutral $14 » $21
  • VARI Varian Thomas Weisel Peer Perform » Outperform
  • HPC upgraded by Jefferies to Buy

  • IN Intermec Lehman Brothers Equal-weight
  • SFNT SafeNet Friedman Billings Outperform $32
  • BOT CBOT Holdings Morgan Stanley Equal-weight $105
  • PNX The Phoenix Cos Citigroup Buy
  • NILE Blue Nile Citigroup Buy
  • RSAS RSA Security CIBC Wrld Mkts Sector Perform
  • ISE Int'l Securities Exchange Morgan Stanley Underweight $36
  • CME Chicago Mercantile Morgan Stanley Overweight $475
  • SCUR Secure Computing Friedman Billings Outperform $15
  • VRSN VeriSign CIBC Wrld Mkts Sector Perform $26
  • THQI THQ Inc Kaufman Bros Buy $31
  • ERTS Electronic Arts Kaufman Bros Buy $63
  • TTWO Take-Two Kaufman Bros Buy $22

  • LNDC Landec Corp Nollenberger Capital Buy $9.15 » $9.50
  • HET Harrah's Citigroup Buy $80 » $90
  • CHAP Chaparral Steel Ferris Baker Watts Buy $65 » $80
  • TWTC Time Warner Tcom Kaufman Bros Buy $16 » $21
  • NTCT NetScout Systems Kaufman Bros Buy $9 » $11
  • RFMD RF Micro Device Oppenheimer Buy $7.50 » $9
  • GE General Electric Morgan Stanley Overweight $42 » $44
  • CENX Century Aluminum Morgan Stanley Overweight $43 » $53
  • QUIK QuickLogic Needham & Co Buy $5.50 » $6
  • MEND Micrus Endovascular Needham & Co Buy $12 » $16

  • CELL Brightpoint CIBC Wrld Mkts Sector Outperform $24 » $35
  • SHFL Shuffle Master Banc of America Sec Buy $31 » $38
  • RI Ruby Tuesday Banc of America Sec Buy $30 » $34
  • CSCO Cisco Systems Banc of America Sec Buy $22 » $25
  • CHIC Charlotte Russe Piper Jaffray Market Perform $17 » $22
  • CL Colgate-Palmolive Prudential Overweight $62 » $64
  • PD target raised to $100 by Morgan Stanley
  • DNA Reiterate outperform says RBCM

Downgrades:


  • MYG Maytag JP Morgan Overweight » Neutral
  • SANM Sanmina-SCI Morgan Stanley Overweight » Equal-weight
  • DRAD Digirad Morgan Stanley Equal-weight » Underweight
  • CCL Carnival Goldman Sachs Outperform » In-Line
  • OXY Occidental Petro Friedman Billings Outperform » Mkt Perform $104
  • SEE Sealed Air Citigroup Buy » Hold
  • ARRO Arrow Intl Brean Murray Accumulate » Hold
  • RECN Resources Connect JMP Securities Mkt Outperform » Mkt Perform
  • SMMX SYMYX Tech Thomas Weisel Outperform » Peer Perform



For more Real time analysis visit
Penny Stocks,
Pennystocks

Friday, March 10, 2006

Morning Commentary


March 10th — Friday Morning




European Markets:


Down slightly to flat;




Stocks that affect the Dow:


AA - should be hurt from the downgrade by Prudential in Aluminum;

JNJ - ROCH believes they have growth potential in healthcare;

MO - announced the spin off of the rest of KFT;





Breaking News:


~Rack selling 7.5M shares at $39;

~Group of investors to bid for UVN;

~Pirate Capital has an 18% stake in in PWEI and they want the company put up for sale;

~LECO - added to the S&P 500 and ANT is deleted;

~AQNT - 7.5M shares priced at $24 with UBS;

~SI - hunting for takeovers;

~ADTN - down big this morning after missing earnings;





Upgrades:


  • STE Steris Matrix Research Sell » Strong Buy
  • UCO Univ Compression Matrix Research Sell » Hold
  • DPL DPL Inc. Matrix Research Hold » Buy
  • WY Weyerhaeuser CIBC Wrld Mkts Sector Underperform » Sector Perform $67 » $70
  • IP Intl Paper CIBC Wrld Mkts Sector Perform » Sector Outperform $36 » $35
  • CASY Casey's General HSBC Securities Underweight » Neutral $24 » $25.30
  • CBUK Cutter & Buck Merriman Curhan Ford Neutral » Buy
  • SU Suncor Energy CIBC Wrld Mkts Sector Perform » Sector Outperform
  • CALD Callidus Software Piper Jaffray Market Perform » Outperform $6
  • TI Telecom Italia Citigroup Sell » Hold
  • SIG Signet Group Deutsche Securities Hold » Buy
  • CHRT Chartered Semi Thomas Weisel Peer Perform » Outperform
  • NOVL Novell First Albany Underperform » Neutral
  • SIG upgraded by DBKS
  • AED upgraded by UBS
  • RCL upgraded by UBS with $52.50 Target
  • AVNX upgraded to strong buy at Raymond James


  • DOW Dow Chemical BB&T Capital Mkts Buy $50
  • SPSS SPSS Inc Jefferies & Co Hold $35
  • ATR AptarGroup Matrix Research Strong Buy
  • DIGE Digene Miller Johnson Market Perform $45
  • CYTC CYTYC Corp Miller Johnson Market Perform $29
  • SCHN Schnitzer Steel Morgan Stanley Overweight
  • CMG Chipolte Mexican Grill AG Edwards Hold
  • TLF Tandy Leather Factory Merriman Curhan Ford Buy
  • MTN Vail Resorts Deutsche Securities Buy $44
  • CCL Carnival UBS Buy $65
  • SGMS Scientific Games William Blair Outperform
  • SFCC Reiterated buy at Jefferies


  • HANS Hansen Natural Longbow Buy $118 » $131
  • HAR Harman Banc of America Sec Buy $125 » $127
  • ADLR Adolor Banc of America Sec Buy $25 » $40
  • AIG American Intl Banc of America Sec Buy $72 » $74
  • VTS Veritas DGC Jefferies & Co Buy $53 » $58
  • MCDTA McDATA Kaufman Bros Hold $4.50 » $5
  • NITE Knight Trading Sandler O'Neill Buy $13.50 » $15
  • ITG Investment Tech CIBC Wrld Mkts Sector Outperform $50 » $55
  • RAVN Raven Industries Dougherty & Company Buy $30 » $35
  • ALOG Analogic Ryan, Beck & Co Outperform $58 » $69

Downgrades:


  • SHRP Sharper Image Wedbush Morgan Buy » Hold
  • CASY Casey's General Morgan Keegan Outperform » Mkt Perform
  • KRON Kronos Jefferies & Co Buy » Hold $47 » $43
  • MLM Martin Marietta Matrix Research Strong Buy » Hold
  • DTC Domtar CIBC Wrld Mkts Sector Outperform » Sector Perform
  • BOW Bowater CIBC Wrld Mkts Sector Outperform » Sector Perform
  • PDLI PDL BioPharma Deutsche Securities Buy » Hold
  • AAUK Anglo American Morgan Stanley Overweight » Underweight
  • FRED Fred's Lehman Brothers Overweight » Equal-weight
  • JBLU Jetblue Airways Prudential Neutral » Underweight
  • ELN downgraded by Smith Barney with $10 target
  • KRN downgraded by Jefferies