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Inverness Medical Should Jump on Jeffco Note
seekingalpha.com | Mar 3, 2008
Jefferies is out with a wonderful call on Inverness Medical (NYSE:IMA) following a recent investor conference call with CEO Ron Zwanziger and CFO David Teitel.
http://seekingalpha.com/article/66875-inverness-medical-should-jump-on-jeffco-note?source=feed
Don't Be Fooled by the athenaHealth Hype
seekingalpha.com | Mar 3, 2008
A newly hyped stock named athenaHealth (ATHN) recently crossed my trading radar. Investors and analysts seem to have high hopes for its stock, which debut on the Nasdaq last September. Curious to whether this could be a secular growth story or just another dot-com dud, I performed an analysis.
http://seekingalpha.com/article/66844-don-t-be-fooled-by-the-athenahealth-hype?source=feed
Is Intuitive Surgical Attractive in a Bear Market?
seekingalpha.com | Mar 3, 2008
With the trailing PE at 76 and the forward PE at 41, the stock's PEG ratio is 1.58. That's attractive in a bull market, but what about in a bear market? While the PEG ratio looks attractive, ISRG looks richly valued in terms of its trailing 12 months price to sales (18.
http://seekingalpha.com/article/66793-is-intuitive-surgical-attractive-in-a-bear-market?source=feed
Is Biovail's Founder Exploring Privatization? (at Seeking Alpha)
seekingalpha.com | Mar 2, 2008
Shares of Biovail Corp. (BVL) shot up nearly 6% on Thursday after its founder, Eugene Melnyk, sent a letter to the board suggesting he may try to take the company private, sell his stake, continue to hold his shares, or seek changes to the board.
http://seekingalpha.com/article/66700-is-biovail-s-founder-exploring-privatization?source=yahoo
News from Zibb.com
Total : 4 View more »
Zacks Bull and Bear of the Day Highlights: Comstock Resources, Molson Coors, AAR Corp., Acusphere
CHICAGO, Jul 01, 2008 (BUSINESS WIRE) --
Zacks Equity Research highlights Comstock Resources (NYSE: CRK) as the Bull of the Day and Molson Coors Brewing Co. (NYSE: TAP) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on AAR Corporation (NYSE: AIR), Acusphere, Inc. (Nasdaq: ACUS) and Taubman Centers (NYSE: TCO).
Full analysis of all these stocks is available at http://at.zacks.com/?id=2676.
Here is a synopsis of all five stocks:
Bull of the Day: Comstock Resources (NYSE: CRK)
With first-quarter 2008 volumes up 25% year over year, we expect full-year growth to be approximately 20%. Additionally, the Bois d'Arc sale to Stone Energy is expected to streamline Comstock's operations and position it to function as a pure play onshore natural gas producer. The Haynesville Shale play offers significant long-term reserve-add potential going forward.
Comstock's drilling success in the Cotton Valley formation is another catalyst for future production growth. We are increasing our 2008 ($4.25 vs. $3.40) and 2009 ($3.95 vs. $3.52) EPS estimates.
Bear of the Day: Molson Coors Brewing Co. (NYSE: TAP)
Higher input costs are compressing the company's overall gross margin and smoking bans are negatively impacting the U.K. operations. Of particular concern is the cost rationalization moves by the major brewers that are expected to result in the loss of the positive pricing trends enjoyed by the industry for the last two years. Therefore, a Sell rating is initiated.
Latest Posts on the Zacks Analyst Blog:
AAR Corporation (NYSE: AIR)
We downgrade our rating on AAR Corp. that provides goods and services to both the domestic commercial airlines and the military services from Buy to Hold. This is in consideration of the dismal outlook for the domestic airline industry & the political uncertainties regarding defense expenditures.
On the commercial side, demand for AIR's offerings increases with the expansion and aging of fleet. With these growing requirements, airlines outsource more maintenance, repair and overhaul work.
Acusphere, Inc. (Nasdaq: ACUS)
Although Acusphere's Imagify was not specifically discussed at the meeting, we find it encouraging that the guidelines put forth by the FDA on what is necessary to gain approval for future contrast agents, including a large, randomized clinical program effectively powered to detect significant safety concerns, all seem to have been put in place and accomplished with the RAMP-1 and RAMP-2 program.
We note that between RAMP-1 (n=321) and RAMP-2 (n=377), along with over 300 patients in earlier-stage testing, Imagify has been studied in over 1000 patients. During the phase III (randomized) RAMP program, Imagify was well-tolerated with the majority of adverse effects (AEs) reported being mild in intensity, transient, and resolved without residual effects. Therefore, given the FDA's paramount focus on patient safety following what occurred with Definity and Optison last year, we think Imagify should have smooth sailing in this regard.
Taubman Centers (NYSE: TCO)
Taubman Centers' malls continue to perform relatively well. Retail spending has held up at the company's high end malls and, operationally, TCO will outperform peers in 2008. TCO reported year-over-year increases in sales, rent per square foot, and occupancy in the first-quarter.
Additionally, the company has some attractive domestic and international development projects in the pipeline that will incrementally add to earnings over the next several years. However, the US economy is faltering and consumer spending patterns have been dismal in 2008. We are concerned about retail stocks in an inflationary and weakening economic environment. Thus, we maintain our Hold rating on the shares.
Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=2649.
About the Bull and Bear of the Day
Every day, the analysts at Zacks Equity Research select two stocks that are likely to outperform (Bull) or underperform (Bear) the markets over the next 3-6 months.
About the Analyst Blog
Updated throughout every trading day, the Analyst Blog provides analysis from Zacks Equity Research about the latest news and events impacting stocks and the financial markets.
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
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About Zacks
Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Leonard Zacks. As a PhD in mathematics Len knew he could find patterns in stock market data that would lead to superior investment results. Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank, which continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros at http://at.zacks.com/?id=4582.
Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
SOURCE: Zacks.com
Zacks.com Mark Vickery 312-265-9380 Visit: www.zacks.com
Tags: airline clinical commercial consumer defense earnings economy email e-mail energy eps investment investment opinion market nasdaq natural gas note nyse prices profit property research retail sailing sales securities security smoking
Companies: AAR Corp. (AIR), Acusphere Inc (ACUS), Comstock Resources, Inc. (CRK), Molson Coors Brewing Co (TAP), Molson Coors Brewing Co (TAP/Aw), Taubman Centers, Inc. (TCO)
AAR Corporation (AIR) Corporate Event Announcement Notice - Zibb.com
Aug 27, 2008 (Wall Street Horizon via COMTEX) --
AAR Corporation (AIR)
Expected next earnings release: Announcement date: 9/17/2008 - Before Market Earnings Quarter: Q1 Announcement Status: Unconfirmed
Tags: corporate earnings market
Companies: AAR Corp. (AIR)
AAR Corporation (AIR) Corporate Event Announcement Notice - Zibb.com
Aug 21, 2008 (Wall Street Horizon via COMTEX) --
AAR Corporation (AIR)
Expected next earnings release: Announcement date: 9/17/2008 - Before Market Earnings Quarter: Q1 Announcement Status: Unconfirmed
Expected next investor conference call information: Conference Call Date: 7/10/2008 Conference Call Time: 8:30 AM Conference Call URL: http://www.aarcorp.com
Tags: conference corporate earnings market
Companies: AAR Corp. (AIR)
Trivest Partners Completes Successful Sale of Avborne Heavy Maintenance, Inc. - Zibb.com
MIAMI, Jun 12, 2008 (BUSINESS WIRE) --
Trivest Partners, L.P. ("Trivest") today announced the sale of Avborne Heavy Maintenance, Inc. ("Avborne" or the "Company") to AAR Corp. (NYSE:AIR). Avborne was a portfolio company of Miami based Trivest Partners. Other shareholders included Allied Capital and PNC Equity.
Avborne, based in Miami, Florida, is a leading independent provider of aircraft heavy maintenance checks, modifications and cargo conversions, installations and paint services to legacy and low cost airlines, leading cargo carriers and major aircraft leasing corporations. The Company has unparalleled personnel expertise and customer relationships in performing aircraft heavy maintenance checks for narrow and wide-body aircraft for leading express mail, air cargo and passenger airline markets.
Troy Templeton, Trivest's Managing Partner said, "The sale of Avborne caps the conclusion of a successful partnership. Under Trivest's ownership, Avborne was able to execute its long-term business plan and drive growth and shareholder value. We would like to thank Allied Capital and PNC Equity for their support of this transaction. In addition, the entire Avborne management team, led by Jim Martin, deserves a great deal of credit for the Company's success."
Jim Martin, Avborne's President stated, "This successful outcome serves as an excellent example of what can happen when the stakeholders' interests are properly aligned. I wish to thank the shareholders for their support which allowed management the opportunity to execute the business plan."
Trivest Partners, L.P., a private investment firm, is a leading provider of equity for lower middle-market corporate acquisitions, recapitalizations and growth capital financings. Since its founding in 1981, Trivest has sponsored more than 145 acquisitions and recapitalizations, totaling more than $3.5 billion in value.
SOURCE: Trivest Partners, L.P
Trivest Partners, L.P., Miami Jamie Elias, Partner, 305-858-2200
Tags: acquisition aircraft airline business cargo corporate equity leasing market nyse partnership president
Companies: AAR Corp. (AIR)
News from Zibb.com
- Zacks Bull and Bear of the Day Highlights: Comstock Resources, Molson Coors, AAR Corp., Acusphere
- AAR Corporation (AIR) Corporate Event Announcement Notice - Zibb.com
- AAR Corporation (AIR) Corporate Event Announcement Notice - Zibb.com
- Trivest Partners Completes Successful Sale of Avborne Heavy Maintenance, Inc. - Zibb.com
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