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发表于 2009-1-19 11:22
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俗话说：知己知彼，百战不殆。股票分析师的观点有其局限性，但是如果知道别人是怎么想的，尤其是专业分析师的想法，多少还是有些帮助的。如果有人有兴趣，我再贴几次。如果没人感兴趣，就此打住。
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( [2 u& J3 U9 R* L" C# u注意：这不是推荐。
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; V# O/ v1 ] l$ Z9 f下面是今天的Ear on the Street. 确切的说是Ear on the Bay Street, not Wall Street, not main street. 如果你不知道Bay Street在那里，Just ignore this post., j" S5 H- K% b3 h& k8 C2 ^$ v
% E/ T" Y+ \) z# t- f6 yEar on the Street Jan. 19, 2009
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AGF Management (AGF.B : TSX : $8.89)
7 L' Z0 i! h8 P1 @0 a% [Banking ops incur monthly decline in retained earnings! X. k; V* Y5 X5 B5 U) T2 G6 |, S
Blackmont Capital maintains a "hold", target of $8.003 D' ]1 D& ^1 M; x
: Z F0 \$ {( v7 |
Agrium (AGU : TSX : $42.06 | NYSE : US$33.66)
0 f% D6 N( p8 `Q4/08 guidance off regarding inventory writedowns8 r+ T: X/ K! S3 Y1 P, A
Credit Suisse maintains a "neutral", target of US$55.00+ {& G3 W1 z; t g z
RBC Capital Markets maintains an "outperform", target of US$50.005 H% z" M4 c, s+ a6 E/ b5 H
Scotia Capital maintains a "sector outperform", target of $66.00
$ f+ Z3 u6 X2 C. h: v& u2 e# }TD Newcrest downgrades to a "buy", target of US$70.00
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" X4 l9 U, o: r1 n3 }$ ]) N9 gAndean Resources (AND : TSX : $0.76)
5 I, F( H2 ] H3 uFeasibility study launched
9 B# v0 |, b4 o) ]BMO Nesbitt Burns maintains a "market perform", target not provided
. O/ c) o$ _) |; ~Haywood Securities maintains a "sector outperform", target of $1.45. w; O l& [" h% n& n
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Aecon Group (ARE : TSX : $10.39)
* g6 i6 ~, m+ A. s* sFully priced at current levels
/ W5 z: ?$ h& h: H# ]! ]7 bCanaccord Adams downgrades to a "hold" from "buy", raises target to $11.25 from $11.00
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ATS Automation Tooling Systems (ATA : TSX : $4.26)3 k1 F9 `3 c0 ]3 N! y
Solar market fundamentals appear to be weakening6 B8 Y6 k, @5 ?+ O) f$ _6 ^" a
Scotia Capital resumes a "sector perform", lowers target to $6.00 from $6.75
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Azure Dynamics (AZD : TSX : $0.04)) o4 Y, L3 L6 z% ^( w$ m! B& {
Announced cost reduction plan
0 I f! Z( e% w* o/ iParadigm Capital maintains a "buy", target of $0.45
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; c. C i( h9 v6 UBonavista Energy Trust (BNP.UN : TSX : $17.40)
4 B C4 N2 F; N3 T2 C% k/ nCuts distributions as expected
; X8 X1 }+ A4 s7 a \* G4 YBMO Nesbitt Burns maintains an "outperform", lowers target to $21.00% ~8 g$ \" h3 p+ |# W
Raymond James maintains an "outperform", target of $23.501 G) O( Z" y3 S2 D* T
RBC Capital Markets maintains an "outperform", target of $19.003 M) Q" i0 o. z0 I% p
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Biovail (BVF : TSX : $13.47 | NYSE : US$10.83)
& W2 L; d1 e) E/ @) b% D- HXenazine launch reflects new CNS strategy, w$ K e! t( H+ n" n, L
GMP Securities maintains a "buy", target of US$14.506 c7 a2 i& a1 | p0 B
1 a% F9 M" _0 E kCanadian National Railway (CNR : TSX : $42.53)
( R& f4 J# \0 A8 F9 A: wLower volumes expected
( o/ O) |7 ]+ K6 WBMO Nesbitt Burns maintains a "market perform", target of $48.00: c& Q( O! N, w0 o
* [, z# p3 s1 H5 K9 R' ?+ B& C) j8 CCanadian Oil Sands Trust (COS.UN : TSX : $20.05)$ o! X) B: e' h+ ^) f6 k
Fearing the next cut9 c9 L6 }7 d0 G, q8 z6 _
BMO Nesbitt Burns downgrades to a "market perform", lowers target to $24.00( e# E3 y6 X" x* p
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Canadian Pacific Railway (CP : TSX : $38.76)8 b2 _) |% E7 C( f9 w$ Q# l
Lower volumes expected
, X" x8 k. o4 V8 sBMO Nesbitt Burns maintains an "outperform", target of $52.004 d0 B8 V" A2 a7 ~( { p* W# P
9 p5 b1 Z7 M2 a% h7 iCrombie REIT (CRR.UN : TSX : $8.00)
' _! C$ K8 T( F: l0 @Refinancing risk not accurately reflects
7 @8 k! _ I' R: K% jRaymond James maintains an "underperform", target of $7.00% I; X$ Z |' }5 a6 g
; u& d& G6 H. U* i# ]5 w4 mCalloway REIT (CWT.UN : TSX : $12.40)
2 M z, q8 w! h4 }+ x- q2 F, E/ XFully priced at current levels
9 N5 e _0 K# s4 z, yDundee Securities downgrades to a "neutral" from "buy", target of $12.25' m" ~& k! P: Z6 }% @) g' A7 \* W
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Emera Inc. (EMA : TSX : $22.72)
7 V, C2 E( B6 u- |) ]7 |) ^: n, rStrong defensiveness and no ROE formula exposure# d+ s$ q: z. k- R( i$ t' Y% D
RBC Capital Markets upgrades to a "sector outperform", raises target to $23.00
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9 _, [8 {, M8 t) y! n; r. j5 OForzani Group (FGL : TSX : $7.88)& e% J7 T6 Y1 p
Weak holiday sales but margins improve
9 o2 Y! ?# {9 {' x4 s4 QDesjardins Securities maintains a "buy", target of $15.00% a( _6 V! [3 M; m+ j# t* l) r
RBC Capital Markets maintains a "sector perform", target of $10.00, k- t1 S) m+ Y+ h
Scotia Capital maintains a "sector perform", target of $13.004 [9 p" [4 H; R3 I
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Hanwei Energy Services (HE : TSX : $0.90): ]8 w3 G: {# y, J' F) y8 L. |
Delivered 40 turbines and 15 blades in 2008
" }5 j2 F9 N; B& u* j# W' h: ]1 D9 nCanaccord Adams maintains a "buy", lowers target to $2.00 from $2.50
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Iamgold Corp. (IMG : TSX : $7.64), N7 c' g/ L8 ~/ i% {# C
Westwood surprises on the upside
! y; ^- r( A6 i" i: }+ d" |+ ?+ p, JDundee Securities maintains a "buy", target of $12.00- g/ e) y1 k4 J: Y" ~1 L
Paradigm Capital maintains a "buy", target of $14.00
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Laurentian Bank of Canada (LB : TSX : $30.90)
) M' F1 j# _3 ]. z8 yLook for modest growth in 2009
3 L7 @& P' q4 YDundee Securities upgrades to a "neutral" from "sell", lowers target to $33.00 from $36.006 e \% Q c( D! r5 W% i
% c* ^' |& L2 gMetro Inc. (MRU.A : TSX : $36.97)
9 ]+ |3 I4 Z) X# C0 r, O% NReports Q1 results tomorrow
# w) J8 F; V1 z0 GScotia Capital maintains a "sector underperform", target of $33.00" B# o# h! N/ t, G
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Novadaq Technologies (NDQ : TSX : $2.17)" a' m) m$ {2 B
Intuitive Surgical deal provides much needed cash) c& t! V4 O4 r ?7 Y! P# }
RBC Capital Markets maintains a "sector perform", raises target to $3.00 from $2.50# X2 R/ Y' r% t5 Z; b1 \3 a1 g5 h
. L+ V8 b6 i3 S6 ?Powertech Uranium (PWE : TSX : $0.41)! O% n1 b p0 p( U2 {: [
Initial permit applications filed for an enlarged Dewey Burdock
5 n- G. Q7 r6 U+ a+ ^0 L5 ADundee Securities maintains a "buy", target of $0.95
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' X9 e8 F& \; K3 L! VPenn West Energy Trust (PWT.UN : TSX : $14.87)4 v: F5 q: J5 r9 y
32% distribution cut and conservative guidance in line with expectations
# K% |3 G! T- j$ m) FBMO Nesbitt Burns maintains an "outperform", lowers target to $20.00
; Z: g+ f) H% `' HRBC Capital Markets maintains a "sector perform", lowers target to $15.00 from $17.00
! J, E* r& m$ i3 u$ FScotia Capital maintains a "sector perform", target of $18.505 n& _6 H5 f, A* H! U
TD Newcrest maintains a "buy", target of $15.504 t& D z6 C7 a$ W. p! k( e
) D Z8 Y' b# ^# U' ~! G/ r UProEx Energy Ltd. (PXE : TSX : $10.79) A3 o7 L7 j) r. m: f2 B
Progress merger closes# A7 y2 a5 Z# [: f- z, ^
RBC Capital Markets maintains an "outperform", target of $17.00
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( B$ _# g" N% g; B oRed Back Mining Inc. (RBI : TSX : $8.00)2 n7 q8 m7 |+ g; T4 J) u
Expansion projects on schedule
9 b8 C3 M5 m v' x) ~! K9 YHaywood Securities maintains a "sector outperform", target of $10.75
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1 ?1 z7 ], r* J' MRoyal Bank of Canada (RY : TSX : $33.64)5 T" g- [4 P5 W5 G5 A; u" n0 G. v1 G% i
Increasing credit risk" I3 |5 F- R- Z$ P, { B1 F* x
Dundee Securities downgrades to a "sell" from "neutral", lowers target to $35.00 from $38.00
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Saputo Inc. (SAP : TSX : $19.49)
. c, \% o& R% I; Q# o. Y% n4 D. m. `Attractive buying opportunity
9 |& O2 @( W& ~& I" h8 Z+ o" sScotia Capital maintains a "sector outperform", lowers target to $27.00 from $30.00
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Shaw Communications (SJR.B : TSX : $21.41)2 `9 A/ s9 i4 }& A
Solid Q1 demonstrates defensive investment; c, N4 H1 M& A5 @
BMO Nesbitt Burns maintains an "outperform", raises target to $25.00
( Z+ K" B# X0 HCanaccord Adams maintains a "hold", target of $22.00, [. u9 e# O3 x+ y8 X' M
Credit Suisse maintains a "neutral", target of $25.50
- {- W7 E& l/ p( K8 AGMP Securities maintains a "buy", target of $26.50# W5 r4 e5 Z7 {7 p( ?6 x0 H, W9 k
Haywood Securities a "sector outperform", target of $26.00 B% }/ T0 E1 U5 G+ d: ?6 C- d) r. h% c
RBC Capital Markets maintains an "outperform", target of $24.00+ w# U2 Z+ w, N& y
Scotia Capital maintains a "sector underperform", target of $24.00
1 x6 |; Q0 F, f5 @, [7 ITD Newcrest maintains a "hold", lowers target to $24.00 from $25.00/ n+ J9 c+ R* W3 d- ?) M$ Z0 \
+ \5 h% ]9 Q `* a" c7 ~Silverstone Resources (SST : TSX-V : $0.73)
2 ]+ o) {6 d, V4 d9 s6 X, t3 KImproving valuations in the precious metals sector
" }, N, j& [. s* |- CCanaccord Adams maintains a "speculative buy", raises target to $2.00 from $1.50
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Sandvine Corp. (SVC : TSX : $0.79)
9 R' \; @5 H' }6 _Q4 solid but visibility remains elusive
; e% R4 [8 i0 c: @# u' J* IDundee Securities maintains a "buy", lowers target to $1.15* {0 o( W7 ~. ]9 |8 T2 F
GMP Securities maintains a "hold", raises target to $0.95
% u" m: f1 |& V+ g0 yRBC Capital Markets maintains a "sector perform", target of $1.50; A0 O0 q" ^0 ~& H& Q' h, l7 u
Scotia Capital maintains a "sector outperform", lowers target to $1.90 from $2.10; y4 e4 a, e/ U6 Z0 f4 `0 J
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Sceptre Investment Counsel (SZ : TSX : $5.38)
( }1 y( }: v, ?6 O X! UQ4 earnings in line: V+ N7 T1 O9 @* s' v! Y8 d. ^
Scotia Capital downgrades to a "sector perform" from "sector outperform", lowers target to $6.25 from $6.50
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- n& F& c* o9 q; STD Bank (TD : TSX : $43.70)
- E' z9 G6 i% n, tIncreasing credit risk
' ~) P; r( L' yDundee Securities downgrades to a "sell" from "neutral", lowers target to $44.00 from $51.00
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1 x+ N: d1 Q6 M, n8 x: K4 {" r; K4 lVero Energy (VRO : TSX : $4.94); K0 w, D' `( _
Oil treading US$35 a barrel
F$ K! X/ B+ C! S1 q- `. ^ aBMO Nesbitt Burns downgrades to a "market perform", lowers target to $6.50- T2 C, D) f; A F7 K
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Breaker Energy Ltd. (WAV : TSX : $4.20)+ Z9 x' c1 S" D7 T
Oil treading US$35 a barrel9 ~" a' v7 o! Z! \
BMO Nesbitt Burns downgrades to a "market perform", lowers target to $5.50
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Wi-Lan Inc (WIN : TSX : $1.62)
6 \, _9 T6 }/ U! W, `% y, k" D% h- dSamsung takes a license- d; H% s _# u0 C7 q
RBC Capital Markets maintains a "sector perform", target of $2.509 J6 X+ ?" i) m7 @4 q5 W3 X
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Xceed Mortgage Corp. (XMC : TSX : $0.90)
. p9 L* t. l3 F) E" HQ4 results below expectations# G4 W3 f: V$ D) O* e r" I3 ?( w& v
BMO Nesbitt Burns downgrades to an "underperform", target of $0.60
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Canadian Satellite Radio (XSR : TSX : $0.77)
/ y* c+ t+ b. k. [8 V* `$ t8 Z, DEconomy slowing subscriber growth
9 U8 T4 ]$ A4 zGMP Securities maintains a "buy", lowers target to $2.00/ `, T/ }+ B9 j, w2 a% N
RBC Capital Markets maintains a "sector perform", lowers target to $1.25 from $2.502 S& l: c/ ]% }; c4 M) [* K; r
TD Newcrest maintains a "reduce", target of $1.00
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! t# J) c7 @1 N+ _' X# S( E[ 本帖最后由 信马由缰 于 2009-1-19 11:23 编辑 ] |
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