DLJ reiterates Aug 16, 2000 09:03 am
DLJ Securities
(THC)
reit top pick
buy on weakness, operational initiatives are continuing
to yeild strong growth and revenue, operating margins
and cash flow, raising 01 est. from $2.03 to $2.05,
raising target from $37 to $40
(HAXS)
reit buy
2Q results have revenue falling short of expectations,
UICI voting trusts have been extended to March 31, 2001,
target $15
(DV)
reit market perform
4Q EPS below est. in line with consensus, 01 est.
$0.83, target $30
(ENTG)
reit buy
Q is on track, unit volume trends are strong, 00 est.
$0.68, target $18
(FOX)
reit buy
Chris Craft acquisition creates duopolies in top
markets, 00 est. $0.22, target $36
(IBI)
reit buy
2Q EPS in line, a stand out among the group,
encouraging upcoming product launches soon, target
$22
(INF)
reit top pick
(VIAB) deal creates a total acquisition of an undervalued
co., 00 est. $1.01, target $48
(JCP)
reit market perform
1Q EPS in line with est. better than consensus, co. and
peers struggling on the top line, lowering 00 est. from
$1.31 to $1.02, target $18
(WMT)
downgrade from buy
to market perform
mixed 2Q results result in an unlikely upside for 2H
EPS, struggles remain internationally, 00 est. $1.47,
target $57
(JRC)
reit market perform
ad revenue increased looking for single digit ad
revenue growth, 00 est. $1.10, target $25
(ADALC)
reit buy
2Q results in line with solid basic subscriber growth
and cable revenue growth on target, 00 est. ($4.05), 01
est. ($5.78), target $67
(BA)
reit buy
co. has entered into an agreeement to acquire
Jeppesen Sanderson, 00 est. $2.55, 01 est. $3.15,
target $55
(BMY)
reit market perform
co. has signed a marketing agreement with (ABI) to
continue to market Taxol by paying a royalty, 00 est.
$2.34, target $55
(DCN)
reit buy
we were bullish from recent analyst tour of facilities, 00
est. $3.89, target $48
(SPLS)
reit buy
2Q EPS in line reflecting strong contributions from .com
and European operations, 00 est. $0.72, target $30
(RX)
reit buy
co. filed a 10-Q on Tues. for June Q with proforma 2Q
results reflecting the pending sale of Erico, 00 est.
$0.83, target $22
(PSIX)
reit buy
mangement meeting reveals a focus on profitability
rather than growth to restore street credibility, lowering
00 est. from ($4.40) to ($4.67), target $50
(NWL)
reit market perform
est. reduction will reflect strength of dollar vs. the Euro
and a steady oil price, lowering 00 est. from $2.01 to
$1.98 and 02 from $2.25 to $2.20, target $33
(MRX)
reit buy
co. entered into a strategic alliance with (CRXA) to
license its anti-psoriasis product line, 00 est. $1.41,
target $64
(MMC)
reit market perform
commerical lines price increases helps co. hit risk and
insurance margin goals, 00 est. $4.10
(KSS)
reit market perform
2Q EPS ahead of est. and consensus thanks to solid
top line growth and healthy gross margins, raising 00
est. from $0.98 to $1.00, target $65
(TJX)
reit market perform
2Q EPS ahead of est. earnings growth driven by share
repurchase, 00 est. $1.91, target $20
(TJT)
reit top pick
2Q EPS in line with consensus despite soft sales, 15%
growth model looks safe, target $40
(RDA)
reit buy
profits are soring on improved response rates, 8:30am
conference call, raising 00 est. from $1.60 to $1.62,
target $44
(PRSF)
reit buy
revenues projected to double from last year based on
solid license fee growth, target $90
(NENG)
reit buy
streaming media win creates an excellent buying
opportunity, target $50
(MRCH)
reit buy
co. looking to benefit from shift in demand, 00 est.
$0.70, target $54
(HD)
downgrade from top
pick to buy
target $65 |
