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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。. P! M- d, s7 ?3 B e& B, T5 [
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注意：这不是推荐。
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% `9 ]8 c/ c1 \( J" 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.( d' z9 T& ~3 \1 `9 t9 L
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Ear on the Street Jan. 19, 2009) Z% b* I6 }- C) Q/ c9 L0 b5 D: I$ W, `
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AGF Management (AGF.B : TSX : $8.89)) A( V/ @$ s1 H9 u# r* s, X' \
Banking ops incur monthly decline in retained earnings
, Z V: z8 C; vBlackmont Capital maintains a "hold", target of $8.005 C( \! h: E$ N* c+ Z/ i# ^; Z( W) q
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Agrium (AGU : TSX : $42.06 | NYSE : US$33.66)9 E5 n3 S. o2 b; Z! A
Q4/08 guidance off regarding inventory writedowns
6 H; t: K! P6 n) W+ ^Credit Suisse maintains a "neutral", target of US$55.00( D: f$ K4 X% S9 g& F
RBC Capital Markets maintains an "outperform", target of US$50.00
- ]/ q, p2 A6 g# I5 V B+ R, _6 p% qScotia Capital maintains a "sector outperform", target of $66.00) Q, _& F& T8 ^5 k8 E1 b
TD Newcrest downgrades to a "buy", target of US$70.00
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Andean Resources (AND : TSX : $0.76)
9 ?* I' f' B" @: i' v' MFeasibility study launched
: j6 ^4 F0 I# \, d! y4 H; lBMO Nesbitt Burns maintains a "market perform", target not provided
& ^ u! \" w; Y1 I3 _, dHaywood Securities maintains a "sector outperform", target of $1.45$ V. E8 O3 S; @% `% T0 J
+ N) C4 D! W, H( QAecon Group (ARE : TSX : $10.39)
, J! g# i# G' v0 H7 e9 ^Fully priced at current levels8 }3 Y3 P' M3 b9 n' i, V. ^, K, w" q; |
Canaccord Adams downgrades to a "hold" from "buy", raises target to $11.25 from $11.00
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. Z" ^/ Y0 t) S% r& N" ZATS Automation Tooling Systems (ATA : TSX : $4.26)4 u) N2 C3 m6 @/ S; }, ~3 d
Solar market fundamentals appear to be weakening, l1 x g! a+ U1 P* @
Scotia Capital resumes a "sector perform", lowers target to $6.00 from $6.750 P2 R: W8 W# b! h$ [# y K' |
+ X; ^6 L; @; I) s" M, |3 A% cAzure Dynamics (AZD : TSX : $0.04)
. y$ J; y( d- E# }- pAnnounced cost reduction plan; ^5 u$ r- X7 m4 [! y$ W: ^
Paradigm Capital maintains a "buy", target of $0.45- H$ o. c# @3 N
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Bonavista Energy Trust (BNP.UN : TSX : $17.40)" o: r: L3 L! c6 b G. l O
Cuts distributions as expected
6 x) _$ ^) y" N! pBMO Nesbitt Burns maintains an "outperform", lowers target to $21.00
: s/ E, A. q/ l6 ZRaymond James maintains an "outperform", target of $23.501 |$ O) e: W2 o, U% n' j a! y
RBC Capital Markets maintains an "outperform", target of $19.00
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Biovail (BVF : TSX : $13.47 | NYSE : US$10.83); i3 r' k2 Y* `# L
Xenazine launch reflects new CNS strategy
+ p* g1 ?8 X) C2 v( VGMP Securities maintains a "buy", target of US$14.50
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Canadian National Railway (CNR : TSX : $42.53)2 H! H, [/ t& t7 }' g
Lower volumes expected7 x4 a9 j% l& G- u7 I) L
BMO Nesbitt Burns maintains a "market perform", target of $48.002 R* y( u& n4 O! j
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Canadian Oil Sands Trust (COS.UN : TSX : $20.05)
4 Q+ x9 A- d4 K/ eFearing the next cut
! I) P& p+ ^$ GBMO Nesbitt Burns downgrades to a "market perform", lowers target to $24.00
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Canadian Pacific Railway (CP : TSX : $38.76)
' {5 e6 U/ F! s5 L* S5 w! |Lower volumes expected
c5 i5 T6 e9 r! B' \BMO Nesbitt Burns maintains an "outperform", target of $52.00
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Crombie REIT (CRR.UN : TSX : $8.00)1 h3 H# _$ u: `; r; e
Refinancing risk not accurately reflects
- i4 }# T% {: `7 c% Z& nRaymond James maintains an "underperform", target of $7.00
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Calloway REIT (CWT.UN : TSX : $12.40)
4 x; Q1 F0 g+ W; u3 dFully priced at current levels$ B' W& T7 R% F9 ?
Dundee Securities downgrades to a "neutral" from "buy", target of $12.25+ Z" S9 s! f3 D! {' V# G
; d2 r( p/ p2 G$ Q3 w3 T* dEmera Inc. (EMA : TSX : $22.72)/ i- L2 g4 F0 {) y+ n4 @, r
Strong defensiveness and no ROE formula exposure
% n$ v5 p2 n+ M! K$ JRBC Capital Markets upgrades to a "sector outperform", raises target to $23.00: z+ b$ t: `) X+ o, h( e2 C+ O8 g
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Forzani Group (FGL : TSX : $7.88)9 g, l! v$ r" }' O; I1 P
Weak holiday sales but margins improve& s) A; K1 F2 {
Desjardins Securities maintains a "buy", target of $15.00
6 m& l, i( k. hRBC Capital Markets maintains a "sector perform", target of $10.00
$ V$ h- Z. A" Q* y! yScotia Capital maintains a "sector perform", target of $13.00
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- g# V2 ]$ J/ W) c' ?7 o1 VHanwei Energy Services (HE : TSX : $0.90)- D7 E" _+ S5 c7 ^7 v/ s' m
Delivered 40 turbines and 15 blades in 2008* _" G. e( s' F" O+ ~
Canaccord Adams maintains a "buy", lowers target to $2.00 from $2.508 y4 B% ^: T& X: w& _! X
4 c9 _8 ~0 s/ d; v9 T9 [. ]/ cIamgold Corp. (IMG : TSX : $7.64)
* e! S- Z. W# E% M2 yWestwood surprises on the upside
: ^( M- ?0 y9 I( y, mDundee Securities maintains a "buy", target of $12.00
8 J! X% B* w$ X3 o! mParadigm Capital maintains a "buy", target of $14.00! w( Y: I) G. Q2 K; d
! @. r/ p' E3 R. ]Laurentian Bank of Canada (LB : TSX : $30.90)9 Y% n+ x8 o* Z' g N$ x- b
Look for modest growth in 2009
- m3 h* p% Z" I* w [* tDundee Securities upgrades to a "neutral" from "sell", lowers target to $33.00 from $36.00; ]1 M! V+ I, r e6 r& ]7 z
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Metro Inc. (MRU.A : TSX : $36.97)
. ~% o1 ?$ H% ?# uReports Q1 results tomorrow
7 K+ ]. h9 m" C2 ?Scotia Capital maintains a "sector underperform", target of $33.00* m0 p6 m3 S3 K; _5 p: T; `$ f, ~
+ k' m/ |2 ?+ Y/ sNovadaq Technologies (NDQ : TSX : $2.17)
( h t0 ]" M& }, ~Intuitive Surgical deal provides much needed cash
\5 U7 T' S1 h/ {' M2 IRBC Capital Markets maintains a "sector perform", raises target to $3.00 from $2.50
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( Y, E2 Y* b% e* g$ b, {Powertech Uranium (PWE : TSX : $0.41)7 N' y, N3 K; G2 c4 G3 J
Initial permit applications filed for an enlarged Dewey Burdock
6 z* |0 G3 ~" H! t0 dDundee Securities maintains a "buy", target of $0.95
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G4 r" T* V. s& D F# gPenn West Energy Trust (PWT.UN : TSX : $14.87)
/ f( }3 j2 C) R/ B3 e, x4 A32% distribution cut and conservative guidance in line with expectations8 k8 M2 C" k' @
BMO Nesbitt Burns maintains an "outperform", lowers target to $20.00
6 a9 e4 m. B, wRBC Capital Markets maintains a "sector perform", lowers target to $15.00 from $17.00
/ J! L2 A L) @0 I! z9 WScotia Capital maintains a "sector perform", target of $18.50: `4 W3 a& }+ k8 x) Z
TD Newcrest maintains a "buy", target of $15.50/ F- a5 B* w" F3 c+ t
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ProEx Energy Ltd. (PXE : TSX : $10.79)
& N8 }% D X- r- Y4 l2 VProgress merger closes" j+ G( e# R7 S
RBC Capital Markets maintains an "outperform", target of $17.00
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2 t O, y% Z) m9 ]' ?) p2 d/ mRed Back Mining Inc. (RBI : TSX : $8.00)9 H) g- C1 b& i! L7 l
Expansion projects on schedule
: c+ ]" q6 N, Y& aHaywood Securities maintains a "sector outperform", target of $10.75
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Royal Bank of Canada (RY : TSX : $33.64)
: o. B7 @; `; d7 Z( eIncreasing credit risk
: m# B/ k6 l5 G* _! j; @3 U5 xDundee Securities downgrades to a "sell" from "neutral", lowers target to $35.00 from $38.00
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8 [+ K! U$ S/ T5 `Saputo Inc. (SAP : TSX : $19.49)
8 g1 N- p& k% g+ W) I9 q) DAttractive buying opportunity
: r8 x& s: I& ^$ H9 J9 jScotia Capital maintains a "sector outperform", lowers target to $27.00 from $30.00% j! |. g' b& a) _! o* B5 X7 b4 w
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Shaw Communications (SJR.B : TSX : $21.41)% ^% E6 n- z1 d, f
Solid Q1 demonstrates defensive investment; g! j K( `! d* e3 {( w) g2 o
BMO Nesbitt Burns maintains an "outperform", raises target to $25.00- y) V; T" n0 ~
Canaccord Adams maintains a "hold", target of $22.00
* ~- _, ?- h, g! F7 }Credit Suisse maintains a "neutral", target of $25.50
6 K! A% U2 s3 @: k" A& C" jGMP Securities maintains a "buy", target of $26.50
1 r' s# n. \9 Y$ r" kHaywood Securities a "sector outperform", target of $26.00; U+ d* ]$ U0 m1 E" c, @
RBC Capital Markets maintains an "outperform", target of $24.00
- F& Z- ?; \0 l: w UScotia Capital maintains a "sector underperform", target of $24.002 D! p; r9 l) Q* i* ^, Z
TD Newcrest maintains a "hold", lowers target to $24.00 from $25.000 h6 q/ b, ^7 Y- ~; a; e7 X
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Silverstone Resources (SST : TSX-V : $0.73)) w0 X/ @$ ~6 t' i$ @. S
Improving valuations in the precious metals sector
: B4 q6 h: t* D! G0 Q6 v9 gCanaccord Adams maintains a "speculative buy", raises target to $2.00 from $1.50& @1 ^9 r& V5 w1 ]% G$ u
6 L) P S# G6 v+ m- |% _3 wSandvine Corp. (SVC : TSX : $0.79)
5 ]5 b5 C2 p l% ?Q4 solid but visibility remains elusive
5 P) m, \# ]+ x, ODundee Securities maintains a "buy", lowers target to $1.15( g3 B( I! C3 }- _- _
GMP Securities maintains a "hold", raises target to $0.95
/ ?/ {! ?: l/ l; vRBC Capital Markets maintains a "sector perform", target of $1.50
1 Z3 ^( P2 O5 u$ Y) y( ZScotia Capital maintains a "sector outperform", lowers target to $1.90 from $2.10/ R+ a# y/ L8 F
5 A" f1 O, ?- z( ]' d+ Q1 T) _Sceptre Investment Counsel (SZ : TSX : $5.38)
+ N1 t8 e) X7 AQ4 earnings in line
& Y5 h0 T, c+ u6 W( [Scotia Capital downgrades to a "sector perform" from "sector outperform", lowers target to $6.25 from $6.50" ^5 q, z# ~, F& y$ K; ]
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TD Bank (TD : TSX : $43.70)8 |$ B5 Y6 k/ R* H/ n0 K0 l0 U
Increasing credit risk. m1 n- R- }* y8 f
Dundee Securities downgrades to a "sell" from "neutral", lowers target to $44.00 from $51.00* |8 K: {: H% t* `7 @9 f6 R6 n
! m4 F. w. X. d: |+ h$ ]8 ?Vero Energy (VRO : TSX : $4.94)
$ y' y& k% O' n; u0 n" `Oil treading US$35 a barrel
2 h6 w2 K$ R. }+ e; m7 U, c/ jBMO Nesbitt Burns downgrades to a "market perform", lowers target to $6.50; U. B# q2 F* [- {) @& \
( b/ [: b9 ^: L |$ v, DBreaker Energy Ltd. (WAV : TSX : $4.20)
; F$ D+ i$ s# L4 H4 ], ]0 v! M) |Oil treading US$35 a barrel- w+ U8 @; l/ v4 w0 w
BMO Nesbitt Burns downgrades to a "market perform", lowers target to $5.50
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Wi-Lan Inc (WIN : TSX : $1.62)2 ?/ y+ {9 g8 h0 ~, l
Samsung takes a license% ?& @8 U" h4 [! ~ S, u& e
RBC Capital Markets maintains a "sector perform", target of $2.50( v% d0 L- T" B/ z E5 j
: ]5 f/ H' i" w9 B! x# Z7 KXceed Mortgage Corp. (XMC : TSX : $0.90)
2 D& `! T j, SQ4 results below expectations ~ h) i6 \* w) _- j6 n9 a7 V
BMO Nesbitt Burns downgrades to an "underperform", target of $0.60/ b( E7 }0 V. o6 @- I* z5 `: R
$ B+ O) A4 x: ?2 ?# a! v; NCanadian Satellite Radio (XSR : TSX : $0.77)
! a6 ^6 g$ H1 D1 _0 TEconomy slowing subscriber growth
) m9 z+ H( e0 eGMP Securities maintains a "buy", lowers target to $2.007 Y8 b0 e! y4 A$ Q2 o, V
RBC Capital Markets maintains a "sector perform", lowers target to $1.25 from $2.50; u# z: K$ p% D% H0 V6 K
TD Newcrest maintains a "reduce", target of $1.00
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[ 本帖最后由 信马由缰 于 2009-1-19 11:23 编辑 ] |
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