Analyst Moves Highlight Dahlman Rose Upgrade of Two Steel Plays

Tuesday’s analyst actions highlight the moves of Dahlman Rose to upgrade two steel names. The research firm upgraded both Arcelor Mittal (NYSE: MT) and Nucor (NYSE: NUE) to buy from hold. The count of upgrades and downgrades was about equal. Within the downgrades, none were sent to “Sell” status, and all were lowered to a "Hold" or hold equivalent. Within the upgrades, all but two were raised to “Buy”.

Dahlman Rose Upgrades Two Steel Plays

UPGRADES

Company	Analyst	From	To
Arcelor Mittal (NYSE: MT)	Dahlman Rose	Hold	Buy
Netflix (Nasdaq: NFLX)	Hudson Square	Sell	Hold
Nucor (NYSE: NUE)	Dahlman Rose	Hold	Buy
SL Green Realty (NYSE: SLG)	UBS	Neutral	Buy
Synaptics (Nasdaq: SYNA)	Collins Stewart	Neutral	Buy
Valero Energy (NYSE: VLO)	Barclays	Equal Weight	Overweight
Walt Disney (NYSE: DIS)	Caris & Co.	Above Average	Buy
Wausau Paper (NYSE: WPP)	Deutsche Bank	Hold	Buy

DOWNGRADES

Company	Analyst	From	To
99 Cents Only (NYSE: NDN)	MKM Partners	Buy	Neutral
Complete Production (NYSE: CPX)	Global Hunter	Accumulate	Neutral
Domtar (NYSE: UFS)	Deutsche Bank	Buy	Hold
Laboratory Corp. (NYSE: LH)	RBC Capital	Outperform	Sector Perform
Sprint Nextel (NYSE: S)	Argus	Buy	Hold
Sunesis Pharma (Nasdaq: SNSS)	RBC Capital	Outperform	Sector Perform

Please see our disclosures at the Wall Street Greek website and author bio pages found there. This article and website in no way offers or represents financial or investment advice. Information is provided for entertainment purposes only.

Stock Research 09-22-11

Thursday’s stock research highlights moves by Standpoint Research to upgrade a group of names on what looks like pure valuation reasoning given the market slide. The research firm upgraded six names in total, including stocks from various sectors. There were more upgrades than downgrades overall, which I found a bit surprising. It’s been my feeling that at some point there would be capitulation by brokers, as their economists and sector strategists cut the economic outlook, and as that information feeds through to stock analysts. Some firms allow more freedom than others in this regard, and so analysts act autonomously and sometimes inconsistently to their economic and strategic gurus.

Stock Research

UPGRADES

Company	Analyst	From	To
Camden Property (NYSE: CPT)	FBR	Mkt. Perform	Outperform
FedEx (NYSE: FDX)	StandPoint	Hold	Buy
Full Circle Capital (Nasdaq: FULL)	Ladenburg Thal	Neutral	Buy
Lockheed Martin (NYSE: LMT)	Standpoint	Hold	Buy
MetroPCS (NYSE: PCS)	Standpoint	Hold	Buy
Netflix (Nasdaq: NFLX)	Wedbush	Underperform	Outperform
Netflix (Nasdaq: NFLX)	UBS	Sell	Neutral
Prosperity Banc. (Nasdaq: PRSP)	Standpoint	Hold	Buy
Saneamento Basico (NYSE: SBS)	Standpoint	Hold	Buy
Sunpower (Nasdaq: SPWRA)	Kaufman Bros	Sell	Hold
Susquehanna Bank (Nasdaq:SUSQ)	Boenning Scatt	Neutral	Outperform
Tempur-Pedic (NYSE: TPX)	Standpoint	Hold	Buy
Yahoo (Nasdaq: YHOO)	Stifel Nicolaus	Hold	Buy

DOWNGRADES

Company	Analyst	From	To
Comtech Telecom (Nasdaq: CMTL)	Needham	Buy	Hold
Goodrich (NYSE: GR)	FBR	Outperform	Mkt. Perform
Magellan Midstream (NYSE: MMP)	Morgan Keegan	Outperform	Mkt. Perform
Under Armour (NYSE: UA)	Needham	Buy	Hold
Urban Outfitters (Nasdaq: URBN)	Wedbush	Neutral	Underperform

Please see our disclosures at the Wall Street Greek website and author bio pages found there. This article and website in no way offers or represents financial or investment advice. Information is provided for entertainment purposes only.

Deutsche Bank and HSBC Reshuffle Gold Miners and Coal Names

Thursday and Friday’s analyst actions highlight stock picking at a couple investment firms. Deutsche Bank (NYSE: DB) is reshuffling its gold names, upgrading and downgrading various ideas, and HSBC (NYSE: HBC) is doing the same with coal companies. Find all the day’s analyst moves below.

Deutsche Bank and HSBC Reshuffle Gold Miners and Coal Names

UPGRADES

Company	Analyst	From	To
FRIDAY
eBay (Nasdaq: EBAY)	Wedbush	Neutral	Outperform
Harmony Gold (NYSE: HMY)	HSBC	Neutral	Overweight
Horsehead Holding (Nasdaq: ZINC)	FBR Capital	Mkt.Perform	Outperform
IAMGold (NYSE: IAG)	HSBC	Neutral	Overweight
Wright Medical (Nasdaq: WMGI)	Summer Street	Sell	Neutral
Yamana Gold (NYSE: AUY)	HSBC	Neutral	Overweight
THURSDAY
Applied Materials (Nasdaq: AMAT)	Oppenheimer	Perform	Outperform
Arch Coal (NYSE: ACI)	Deutsche Bank	Hold	Buy
G-III Apparel (Nasdaq: GIII)	Stifel Nicolaus	Hold	Buy
McGraw-Hill (NYSE: MHP)	Argus	Hold	Buy
Peabody Energy (NYSE: BTU)	Deutsche Bank	Hold	Buy
Pebblebrook Hotel (NYSE: PEB)	RBC Capital	Sector Perform	Outperform
Union Pacific (NYSE: UNP)	UBS	Neutral	Buy

DOWNGRADES

Company	Analyst	From	To
FRIDAY
Adobe (Nasdaq: ADBE)	JMP Securities	Mkt.Outperform	Mkt.Perform
Am Supercondctr(Nasdaq:AMSC)	Wunderlich	Buy	Hold
MasterCard (NYSE: MA)	R. W. Baird	Outperform	Neutral
Netflix (Nasdaq: NFLX)	Caris & Co.	Above Average	Average
Royal Gold (Nasdaq: RGLD)	HSBC	Overweight	Neutral
Soligenix (Nasdaq: SNGX)	Brean Murray	Buy	Hold
Stratasys (Nasdaq: SSYS)	Needham	Buy	Hold
THURSDAY
Chesapeake Lodg (Nasdaq: CHSP)	RBC Capital	Outperform	SectorPerform
Energy Transfer (NYSE: ETP)	Barclays	Overweight	Equal Weight
James River Coal (Nasdaq: JRCC)	Deutsche Bank	Buy	Hold
Origin Agritech (Nasdaq: SEED)	Rodman & Renshaw	Mkt.Outperform	Mkt.Perform