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November 14, 2012
10:00 EDTRCL, PACW, ORBT, RGDX, OAS, WETF, WFT, HUBG, BAP, ICFI, CSCOOn The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: Cisco (CSCO) upgraded to Outperform from Sector Perform at Pacific Crest... Credicorp (BAP) upgraded to Neutral from Underweight at HSBC... Hub Group (HUBG) upgraded to Outperform from Neutral at RW Baird... ICF International (ICFI) upgraded to Buy from Neutral at SunTrust... Oasis Petroleum (OAS) upgraded to Buy from Neutral at SunTrust... PacWest Bancorp (PACW) upgraded to Buy from Hold at Wunderlich... Weatherford (WFT) upgraded to Hold from Underperform at Jefferies... Response Genetics (RGDX) upgraded to Buy from Neutral at Ladenburg... Royal Caribbean (RCL) upgraded to Buy from Hold at Argus... Wisdom Tree (WETF) upgraded to Buy from Hold at Gabelli... Orbit International (ORBT) upgraded to Buy from Hold at C.K. Cooper.
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February 27, 2015
09:27 EDTICFIICF International should be bought on weakness, says Stifel
After ICF reported weaker than expected results and guidance, Stifel says the company is facing temporary headwinds, while its outlook is conservative. The firm keeps a Buy rating on the shares.
February 26, 2015
16:34 EDTICFIICF International sees FY15 adjusted EPS $2.78-$2.93, consensus $2.63
Sees FY15 revenue $1.175B-$1.225B , consensus $1.25B. Sees FY15 EBITDA margin 10%-10.5%.
16:32 EDTICFIICF International reports Q4 adjusted EPS 51c, consensus 56c
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10:20 EDTCSCORuckus Wireless will be in play if HP acquires Aruba, says Craig-Hallum
Craig-Hallum said Ruckus Wireless (RKUS) remains a likely takeout target following reports Hewlett-Packard (HPQ) may acquire competitor Aruba Networks (ARUN). Analyst Tony Stoss said if Hewlett is looking at Aruba, it should absolutely look at Buy rated Ruckus, which would also pressure Cisco (CSCO) to take a hard look at the company. Stoss says Ruckus has superior technology and exposure to the high growth service provider market with numerous catalysts ahead to drive shares higher.
February 25, 2015
16:38 EDTOASOasis Petroleum sees 2015 total capital expenditure budget $705M
Oasis Petroleum expects a $705M total capital expenditure budget for 2015, with approximately 80% allocated for drilling and completion CapEx. It is targeting average daily production to range between 45,000 to 49,000 Boepd, representing an approximate 3% increase at the midpoint of 2015 over 2014 average daily production. The company said it is exploring financing opportunities for Oasis Midstream Services. OMS assets have historically included primarily salt water disposal ("SWD") pipelines and wells. In
16:37 EDTOASOasis Petroleum reports Q4 adjusted EPS 35c, consensus 57c
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09:53 EDTCSCOCredit Suisse technology analysts hold an analyst/indusr
Analysts provide takeaways from Qualcomm, Cisco and Arista Networks on an Analyst/Industry conference call to be held on February 25 at 10 am.
09:25 EDTCSCOCisco, Apple among U.S. names cut from China state buying list, Reuters says
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February 24, 2015
17:20 EDTRCLRoyal Caribbean files automatic mixed securities shelf
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February 22, 2015
18:09 EDTCSCOArista Networks shares could be a bargain, Barron's says
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February 18, 2015
10:05 EDTWFTOn The Fly: Analyst Initiation Summary
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06:54 EDTWFTWeatherford initiated with an Outperform at BMO Capital
Target $16.
February 17, 2015
11:25 EDTCSCOCisco partners with France to invest $100M in French startups, TechCrunch says
French Prime Minister Manuel Valls announced Monday a partnership with Cisco that will see the company investing $100M in French startups in coming years, reports TechCrunch, citing government statements and remarks by Cisco CEO John Chambers. The partnership also involves collaborating on cybersecurity, "smart" networks and cities, and an education initiative aimed at teaching network infrastructure to 200,000 people. Reference Link
05:52 EDTCSCOSony to establish alliance to promote Ultra HD technology, DigiTimes reports
Sony (SNE) is planning to form an alliance with 10 companies including Cisco (CSCO) and Rohde & Shwarz to boost IP-based Ultra HD video broadcasts, reports DigiTimes. According to industry sources, the alliance named IP Life Consortium will allow TV stations worldwide to set up Ultra HD infrastructure with lower costs. Reference Link

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