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Ear on the Street --- Jan. 16 2009
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Absolute Software (ABT : TSX : $3.36)
& o+ u& m V+ w5 N/ M6 X" y. p8 NBracing for a tough few quarters
2 h Q" ~( G: @Canaccord Capital maintains "hold", 12-month target price is $4.509 |- r+ d m7 A
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Barrick Gold Corp. (ABX : TSX : $39.73 | NYSE : US$31.45)
: c- W% c7 p. S& m- sGrowth outlook, challenging pipeline and high cost structure make future unclear
& x) i/ r+ a; n# {5 R ?9 uBlackmont Capital continues "hold", 12-month target price is lowered to $48.00 ?7 @1 z% Y% B- M: @
TD Newcrest downgrades to "hold", 12-month target price is raised to US$37.00/ t( @+ c: \- b& C, u3 {' ~
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Astral Media (ACM.A : TSX : $22.98)
" y: ?) J! D5 C7 J; VReleased Q1/09 results: strong, in light of challenging operating environment" p4 T1 s0 t+ C: K6 o3 ?
BMO Capital Markets maintains "market perform", 12-month target price is reduced to $26.008 z4 g$ A$ Q+ |% t
Desjardins Securities maintains "buy", 12-month target price is slashed to $28.00
. Y4 r0 V1 o6 P% bGMP Securities maintains "buy", 12-month target price is reduced to $30.00
, ^9 j9 Y9 o7 U- |RBC Capital Markets continues "outperform", 12-month target price is raised to $31.00( g0 v+ c+ C$ Q, X' T
Scotia Capital Markets continues "sector outperform", 12-month target price is $30.00/ ]% _, y5 p* H; {2 m
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Agnico-Eagle Mines (AEM : TSX : $57.00 | NYSE : US$45.07)" ~" M( z' v" ?; h( C3 M- J: ^" A, ]( n' g
Well positioned with gold production forecast to double this year and next
: m: K* N1 d. g5 PBlackmont Capital continues "buy", 12-month target price is lowered to $83.00
) ^: J- Z& d9 |4 x- p m; Y ETD Newcrest upgrades to "action list buy", 12-month target price is raised to US$62.009 V( B7 R2 I2 ]; x
. X9 r. x$ `- H# y7 @ ~ARC Energy Trust (AET.UN : TSX : $17.15)
( v! b& [+ p0 UReduced distributions by 20%; capex also cut! L% s; N) k0 I* R/ v
RBC Capital Markets continues "outperform", 12-month target price is $19.006 U5 x( M: l6 x X3 \: U* }. P: T
1 [) j! [# ]5 O5 e/ ]8 B( uAndean Resources (AND : TSX : $0.75)4 c$ n% w6 m. A- l) A- D# r
Announced F09 outlook4 s9 c/ r* _" H" Q5 R/ b! u" u
Paradigm Capital continues "speculative buy", 12-month target price is $2.25
# }1 M+ h! H; f. o( l" N6 N) ?0 oTD Newcrest downgrades to "hold", 12-month target price is cut to $1.00
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! _, L* ~! z" S Y6 \& X. ^0 eBombardier Inc. (BBD.B : TSX : $4.65)4 K% }9 v4 r4 v$ g0 q
Rising challenges in Aerospace
% y5 u& ~# c) H) A) ^GMP Securities continues "buy", 12-month target price is $8.004 N. U& O# K0 j9 w, P3 V
6 o3 \2 X- z, i* aBank of Montreal (BMO : TSX : $31.84)
* u) b/ \3 |/ U2 hAcquiring AIG's Canadian life insurance business
/ G/ |2 B# r" q0 J$ @1 k% w1 gTD Newcrest continues "hold", 12-month target price is $37.00
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/ T6 z7 M5 X- f# W% Y' ACogeco Cable (CCA : TSX : $33.37). B+ @7 I. ?. _# S0 }# S- U$ I
Q1 review: Canada results encouraging, but Portugal remains a drag
2 }) E8 o2 L0 q2 a+ D& x4 m8 hBMO Capital Markets maintains "outperform", 12-month target price is $46.00 s$ l P9 S8 _' r) y$ `
Desjardins Securities continues "top pick", 12-month target price is $40.006 W7 y ?! X/ l* j0 h C
RBC Capital Markets maintains "sector perform", 12-month target price is raised to $43.00
( a+ m0 ^& a2 \- o; FScotia Capital Markets continues "sector outperform", 12-month target price is $55.009 P7 |; r4 p1 @
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Corridor Resources (CDH : TSX : $2.45)
/ ~& a8 m# G. nCapital budget set to expected cash flow; production guidance lowered
. _: b' a6 j/ A/ kRBC Capital Markets maintains "outperform", 12-month target price is $4.25
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* P. \2 O0 l! nCOGECO Inc. (CGO : TSX : $25.14)
: D& S j# E7 a# f- P( VStrong radio and cable drives 39% EPS growth
# Z5 K0 t; g# B+ t& UScotia Capital Markets continues "sector perform", 12-month target price is $45.006 C* p, X$ N8 r" k
" E. i* Z' I9 n0 _CanWest Global Communications (CGS : TSX : $0.51)
4 i2 j1 H3 Y2 F4 Z$ U) JTaking action to address tough operating environment( S) Z: W4 f3 I( R X5 M
BMO Capital Markets maintains "underperform", no target price reported
# S0 c( |" y/ p- l) ^+ ^Credit Suisse maintains "neutral", 12-month target price is $1.008 d5 J+ g7 l% T6 U
GMP Securities continues "reduce", 12-month target price is $0.50
) v4 I# |1 a& e# v! BRBC Capital Markets continues "underperform", 12-month target price is $0.75
* ~' j" A. T8 w7 M; ]Scotia Capital Markets continues "sector underperform", 12-month target price is $0.50
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# ^4 M( E5 a9 h+ FCorus Entertainment (CJR.B : TSX : $12.47)) @2 g1 Y w5 {% q% g+ b1 h( p
Q1 revenues in line, EPS beat3 E8 d! z2 Y4 g! b- y% \( S8 }
BMO Capital Markets continues "market perform", 12-month target price is cut to $15.00( a; }; O: W4 v
Credit Suisse continues "outperform", 12-month target price is $20.00
6 N8 t! \ [% b o) ADesjardins Securities maintains "buy", 12-month target price is lowered to $15.00
^# }& w3 O. i T2 \( k4 vGMP Securities maintains "buy", 12-month target price is reduced to $17.00" ?; w- z7 g2 H! q% Q7 d
RBC Capital Markets maintains "outperform", 12-month target price is raised to $18.50
2 P5 {& m% \3 |$ WScotia Capital Markets continues "sector outperform", 12-month target price is $18.005 m1 m/ R. r" R6 ?$ y" o
- Z# W, `$ u& MCalloway REIT (CWT.UN : TSX : $11.84)6 ^' `8 A: J. {' E/ q* D, R
Held investor day
/ S& Q1 j. P7 W6 C8 yScotia Capital Markets maintains "sector underperform", 12-month target price is $11.00
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Daylight Resources Trust (DAY.UN : TSX : $7.77)& a8 y0 a" G+ S4 m1 j& |- k
Reduced distributions by 38%; guided for lower capex
2 I6 A: E2 a0 x. E& z3 tBMO Capital Markets maintains "market perform", 12-month target price is lowered to $9.00
3 I7 g' P) u0 u* R; p3 ~, ZDundee Capital Markets continues "buy", 12-month target price is $12.00% }+ v1 f' Z+ B2 g9 B ]
TD Newcrest continues "hold", 12-month target price is $7.50
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EXFO Electro-Optical Engin. (EXF : TSX : $3.65 | EXFO : NASDAQ : US$2.90)
, o% O5 i, O6 i; _9 E# [Steady market and currency tailwind
7 T- T) w, r3 WTD Newcrest maintains "buy", 12-month target price is US$5.005 l5 O; r' C% C7 R1 o9 `
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Goldcorp Inc. (G : TSX : $29.74)( C) u. G7 q9 n$ u1 A; r
Revised commodity forecasts
- P+ v u, c7 }Blackmont Capital maintains "buy", 12-month target price is reduced to $49.003 B( X8 ?" M; f
6 i/ j0 t6 w0 a" r6 ~/ xHeritage Oil (HOC : TSX : $3.77)
3 m3 \8 E6 n3 I" e* Z& w& PAnnounced Ugandan commerciality on exploration success
& h* `$ z$ u/ K+ k1 D# lTD Newcrest maintains "speculative buy", 12-month target price is raised to $5.50* E3 P2 N! i! W. v- W8 G0 A# E0 l
2 L' z0 x/ N1 j& v* }& l! i# q9 {Harry Winston Diamond (HW : TSX : $4.98)* o6 ]% `. e2 q
Retail division suffers
) j8 u( c+ o4 T2 x. h) g1 ^Desjardins Securities maintains "buy", 12-month target price is $12.60
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7 g$ q8 w+ c Y. ULaramide Resources (LAM : TSX : $1.84)" v7 t, c* Y; b8 }3 u6 v* g3 }
Westmoreland provided more high grade at Redtree's Jack Lens- L6 o" N9 k: q* w# I
Dundee Capital Markets continues "buy", 12-month target price is $2.30$ Y( h3 b; T2 M4 P+ I, k
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Lockerbie & Hole (LH : TSX : $6.00)3 F, |: f. W! D6 _1 u; i
Released Q3/09 results: very strong, focus should be on active backlog
! L! k& @3 S- _1 i0 \4 JGMP Securities continues "buy", 12-month target price is $9.00
" x0 _" I: v5 l# K |Raymond James maintains "market perform", 6-12 month target price is $8.25
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% R" ? B8 U+ }8 DLivingston Intl Income Fund (LIV.UN : TSX : $6.00)) M* B: [4 U6 m" m: Z
Reduced distributions by 70%
% Y v G, G5 k5 gRBC Capital Markets maintains "outperform", no target price reported
: E" e, L( o1 _9 \' c2 I% a: G5 |Scotia Capital Markets continues "sector underperform", 12-month target price is $6.50
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# k" B/ a5 J) i! {Matrikon Inc. (MTK : TSX : $2.04)
4 ]) b& E, |. P7 t& NReleased Q1/09 results: a little light, but still respectable
& ?) q2 Y- v, R7 k1 uBMO Capital Markets continues "outperform", 12-month target price is lowered to $2.50
3 l7 w7 Q! S1 @& J0 \( x5 ^4 }Paradigm Capital maintains "buy", 12-month target price is $4.003 X( T0 v# W; _6 H
" n8 c5 }" g% E: H- y. M3 X# k5 KMullen Group Income Fund (MTL.UN : TSX : $10.97)
" N* c0 S& P( |3 QExpecting lower CFPU on higher taxes* Z% k; }) q/ k& \
BMO Capital Markets continues "outperform", 12-month target price is $18.00, y+ r0 }- C' _, o, M+ @: |
RBC Capital Markets continues "sector perform", 12-month target price is $12.002 l. J" T7 X3 m
TD Newcrest continues "buy", 12-month target price is $17.00
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* y: m) X% ?4 j9 n; S5 ENorthgate Minerals Corp. (NGX : TSX : $1.08 | NXG : AMEX : US$0.86)4 W- k; ?$ h7 V8 Y; B5 @* Y# K
Released Q4/08 results: Kemess winding down, Aussie ops improving, growth remains uncertain
* P+ y: _+ c8 g# _" wBlackmont Capital continues "hold", 12-month target price is reduced to $1.25( e8 G& F3 u @0 Q# r" L J
Credit Suisse maintains "neutral", 12-month target price is US$1.002 `) I0 n& a0 I- f' V# h
Scotia Capital Markets continues "sector underperform", 12-month target price is US$0.80
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/ K5 a: p. d# s, D$ GNeptune Tech & Bioresources (NTB : TSX-V : $0.79)( S: T% A5 A6 [! t( P/ l/ f3 G* V
Dietary supplement business facing headwinds+ A) Q% u8 V! a- \9 i$ v1 Q
Paradigm Capital maintains "buy", 12-month target price is reduced to $4.00% j" B: `( ?# Z' P# t
' U9 @* t+ y; Y" i, q3 H5 SOpen Range Energy (ONR : TSX : $1.18)
. [* s: S/ `) E% i1 o) XProvided operational update and F09 guidance6 O1 j. b4 S X- r7 M( k
Haywood Securities continues "sector outperform", 12-month target price is $3.25
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% ~2 H2 P' k! rOsisko Mining (OSK : TSX : $3.13). m A( z4 g% p5 L) X* J, G
South Barnat resource around the corner* _; z0 E& N/ ~0 G$ f
Paradigm Capital continues "speculative buy", 12-month target price is $4.75( K) P- s* ?! W: }* ]" {
; S4 t/ ]' Q8 ]7 V0 xPan American Silver (PAA : TSX : $17.39 | PAAS : NASDAQ : US$13.75)
6 K# h( r$ `2 ~7 n7 TProvided operational update V4 }# L2 P/ R2 X( P2 s
Blackmont Capital maintains "hold", 12-month target price is lowered to $19.003 n/ g; m7 H# G
TD Newcrest downgrades to "hold", 12-month target price is raised to US$17.50% e+ h6 Z2 Y* a9 e( g$ I7 k3 l+ }1 }
R; ^/ ~. X+ A' K" O0 j. {Paramount Resources (POU : TSX : $7.85)
" O. P4 q/ R: N; { w4 o8 Y8 r5 cProvided operational update: Grande Prairie emerging as the key focus for F09
* j' s8 v0 L( u: ^4 h1 R# \5 q. A7 p4 oGMP Securities maintains "buy", 12-month target price is $12.00
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* b) w5 X0 S- r) I7 e5 q- u5 nRockwell Diamonds (RDI : TSX : $0.07)* F- b. m6 j8 N2 H$ e* L3 Y, n+ U
Operations starting to turn the corner
. U( F6 b; Z3 D8 `* pRBC Capital Markets maintains "outperform", no target price reported
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Shaw Communications (SJR.B : TSX : $20.13)
! o9 e, e1 ?. }2 ?9 ^Released Q1/09 results: in line, subscribers ahead
* b6 G( b, y* q+ C' ]Credit Suisse maintains "neutral", 12-month target price is $25.50
: N8 z& U# k1 I0 p. Y5 tGMP Securities continues "buy", 12-month target price is $26.50 e( U. r7 @9 ^/ ^* o
8 m w" Y2 P+ B7 y5 l8 D7 E. aSun Life Financial Inc. (SLF : TSX : $25.95 | NYSE : US$20.48)
) `' d1 E% V% pHeld a sell-side lunch showcasing new U.S. team
3 a% H, [( K/ }$ x" lScotia Capital Markets maintains "sector perform", 12-month target price is $33.00& b I5 Q2 {3 r" M" Z) { R' |
" W) y- a) S. `( PTrican Well Service (TCW : TSX : $6.93)% i! v. \# W9 w, k
Awarded Russian contracts
. B) a6 L) \- E! c4 \& aBlackmont Capital maintains "hold", 12-month target price is reduced to $8.754 y& q# u4 g1 F' ]& d, c o
Raymond James maintains "market perform", 6-12 month target price is lowered to $9.00
* o/ J) K# u3 P; R6 ?/ P' _RBC Capital Markets maintains "sector perform", 12-month target price is $10.007 h9 Y$ L; u4 I" y% l. q( B
6 T: X3 _( f# n9 X7 X' fSino-Forest Corp. (TRE : TSX : $8.93)
/ e3 m: N" }& _6 `- x/ n, eChinese furniture exports rose in November4 v9 r2 Q* @: ~/ Y
Dundee Capital Markets maintains "buy", 12-month target price is $23.50
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UEX Corp. (UEX : TSX : $0.88)
3 M2 N- C0 n' k1 w7 ?" QShea Creek's two largest deposits have become one, f5 ]' I2 h. ^; v. X, o X
Dundee Capital Markets maintains "buy", 12-month target price is $2.75+ F2 \2 M9 F$ O% v+ \( I1 {: W
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Vero Energy (VRO : TSX : $4.72)8 m: P+ H L0 _1 K- V
Released Q4/08 results: horizontal focus to continue in F091 K! p6 Q4 J, O" t) x: u; ~
Dundee Capital Markets continues "buy", 12-month target price is $8.004 Y3 J. L% N; j* C5 n
GMP Securities continues "buy", 12-month target price is $7.50
: G% P5 N% S4 X& p5 B9 uParadigm Capital continues "buy", 12-month target price is $12.00
5 o d; p* t7 I( s& _RBC Capital Markets maintains "outperform", 12-month target price is $8.50# Q. b9 [+ h9 W# B$ @0 L
7 G/ _; B8 y: k! ~) f0 NWi-Lan Inc (WIN : TSX : $1.75)
+ {2 t/ w! `8 U6 H C2 JHit homerun with Samsung. t2 D# [1 V' J
Paradigm Capital continues "buy", 12-month target price is $3.50 |
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发表于 2009-1-18 21:41
