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February 6, 2012
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| 10:44 EDT |  | PPO |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Polypore (PPO) upgraded to Outperform from Neutral at RW Baird...Kraton Performance (KRA) upgraded to Buy from Hold at KeyBanc...Alliant Energy (LNT) upgraded to Outperform from Market Perform at Wells Fargo...M.D.C. Holdings (MDC) upgraded to Buy from Neutral at Goldman...Tenneco (TEN) upgraded to Conviction Buy from Buy at Goldman...Kelly Services (KELYA) upgraded to Buy from Neutral at Citigroup...FedEx (FDX) upgraded to Buy from Neutral at BofA/Merrill...Colfax (CFX) upgraded to Buy from Neutral at BofA/Merrill...Comerica (CMA) upgraded to Outperform from Sector Perform at RBC Capital...Brown & Brown (BRO) upgraded to Outperform from Market Perform at William Blair...Disney (DIS) upgraded to Buy from Neutral at Davenport...Kenneth Cole (KCP) upgraded at Sterne Agee. :theflyonthewall.com |
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| 10:33 EDT |  | PPO |
| theflyonthewall.com: | Polypore mentioned positively at Needham | | Needham said Rockwood Holdings' (ROC) announcement to double lithium production capacity validates Polypore's (PPO) ongoing capacity expansion plans. Shares of Polypore are Strong Buy rated with a $79 price target. :theflyonthewall.com |
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| 06:15 EDT | | PPO |
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February 3, 2012
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| 12:45 EDT |  | PPO |
| theflyonthewall.com: | Polypore says management compensation tied to driving shareholder value | | Says senior management has substantial equity stake in company. :theflyonthewall.com |
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| 12:41 EDT | | PPO |
| theflyonthewall.com: | Polypore says new competitors entering markets is "not news in this business" |
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| 12:40 EDT | | PPO |
| theflyonthewall.com: | Polypore: Analysts say LG Chem focusing on wet process, buying dry from PPO | | Polypore says it "fully respects" contracts with customers. Polypore spoke about analyst commentary about LG Chem. Polypore would not speak about any direct conversation between itself and LG Chem in respect to LG's reported interest in building out its own separator capabilities. :theflyonthewall.com |
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| 12:21 EDT | | PPO |
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| 12:19 EDT | | PPO |
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| 12:14 EDT | | PPO |
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| 11:37 EDT | | PPO |
| theflyonthewall.com: | Polypore says only demonstrated maker of both wet, dry lithium separator process | | :theflyonthewall.com |
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| 11:35 EDT | | PPO |
| theflyonthewall.com: | Polypore sees growth accelerating through 2012, 2013 | | Company says it is confident in its investments and growth. Plans to provide additional reporting detail in future reports, including reporting its lithium business unit separately and explaining the split between CE and EDV. Comments from presentation slides for investor call focused on lithium battery separator industry. :theflyonthewall.com |
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| 11:32 EDT |  | PPO |
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February 1, 2012
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| 10:34 EDT |  | PPO |
| theflyonthewall.com: | Polypore jumps in trading after prior day selling, resistance now at $43 | | :theflyonthewall.com |
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| 09:43 EDT | | PPO |
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| 08:36 EDT | | PPO |
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| 08:27 EDT | | PPO |
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| 08:15 EDT | | PPO |
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| 07:56 EDT | | PPO |
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| 07:47 EDT |  | PPO |
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January 31, 2012
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| 16:25 EDT |  | PPO |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were mixed, as the Dow was weighed on by Exxon Mobil (XOM) and Pfizer (PFE), which both sold off following their quarterly reports. Stock futures were higher during the pre-market trading session but weakened slightly following the lower than expected results from the Case/Shiller Home Price survey. The market opened higher but never really gained any upside momentum. Shortly after the open, investors saw the release of the Chicago Purchasing Managers report, which came out well below expectations, followed by a lower than expected consumer confidence reading. The market lost all of its momentum and soon moved into negative territory. The averages drifted higher in the second half of the day, eventually turning mixed, though the Dow was unable to join the Nasdaq in the green... ECONOMIC EVENTS: In the U.S., home prices fell again in November according to the S&P/Case-Shiller index, which showed they declined 1.3% from the previous month. The Chicago Purchasing Managers report reading of 60.2 was below the expected reading of 63.0. The Conference Board's consumer confidence reading of 61.1 also disappointed, as analysts expected a reading of 68.0. In Europe, 25 of 27 EU members, excluding the U.K. and the Czech Republic, agreed in principle on elements of their eventual fiscal union... MARKET NEWS: The slide in shares of Exxon Mobil following its earnings report weighed on the Energy sector and on the Dow. The company's overall earnings and revenue beat estimates but its "downstream" profits plummeted from the same quarter last year... Fellow Dow component Pfizer reported earnings and sales that beat Street expectations but it cut its FY12 view, sending its stock lower... MAJOR MOVERS: Among the notable gainers were PAREXEL (PRXL), up $3.64, or 17.79%, to $24.10, after its Q2 revenues were significantly higher than forecast, and magicJack VocalTec (CALL), up $2.09, or 12.14%, to $19.30, after being initiated with an Outperform rating and $24 price target at Oppenheimer. Noteworthy losers included Polypore (PPO), down $16.26, or 29.92%, to $38.08, after one its customers, Korea's LG Chem, said it plans to enter the battery separator business, and RadioShack (RSH), down $3.05, or 29.81%, to $7.18, following its pre-announcement of Q4 results that fell well below expectations... INDICES: The Dow fell 20.81, or 0.16%, to 12,632.91; the Nasdaq rose 1.90, or 0.07%, to 2,813.84; and the S&P 500 lost 0.61, or 0.05%, to 1,312.40. :theflyonthewall.com |
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| 15:26 EDT | | PPO |
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| 15:13 EDT |  | PPO |
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| 14:53 EDT | | PPO |
| theflyonthewall.com: | Polypore sinks after customer suggests it will become competitor | | Polypore (PPO) is declining sharply after one its customers, Korea's LG Chem, indicated that it would enter the battery separator business. Polypore already has a battery separator business, and the company spent $100M in July 2011 to expand its lithium-ion battery separator capacity for electric vehicles. In a note to investors, DA Davidson said that LG Chem's announcement could create a significant overhang on Polypor. The firm, however, did estimate that it would take a "significant" amount of time for LG Chem to develop a battery separator solution. Nevertheless the firm downgraded the stock to Neutral from Buy and slashed its target on the shares to $45 from $73. In mid-afternoon trading, Polypore dropped $15.38, or 28.30%, to $38.96. :theflyonthewall.com |
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| 14:46 EDT | | PPO |
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| 14:38 EDT | | PPO |
| theflyonthewall.com: | Polypore shares defended at Capstone | | Capstone said LG Chem will not have a plant up until mid-2013. :theflyonthewall.com |
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| 13:38 EDT |  | PPO |
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January 30, 2012
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| 13:15 EDT | | PPO |
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| 09:40 EDT | | PPO |
| theflyonthewall.com: | Polypore initiated with a Sell at Axiom (pre-open) | | Price target is $26. :theflyonthewall.com |
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