Notable Calls

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Notablecalls.blogspot.com news digest

  • 11 years

    Cliffs Natural Resources (NYSE:CLF): Actionable Call Alert!

    J.P. Morgan Metals king Michael Gambardella is making a major call in Cliffs Natural Resources (NYSE:CLF) this morning upgrading the iron ore miner to Overweight from Neutral with a $40 price target (prev. $35).
    - Since mid-September 2012, Cliffs’ peer group is up 17% on average while CLF is down 37% despite a 53% rise in seaborne spot iron ore prices – the current discount between Cliffs’ stock price and iron ore prices is now at the widest...

  • 11 years

    Blackberry (NASDAQ:BBRY): Getting Ready for a Grand Blackberry 10 Debut; Upgrade...

    Bernstein's Pierre Ferragu is upgrading Blackberry (NASDAQ:BBRY) to Outperform from Market Perform with a $22/share price target.
    - They believe Blackberry should trade in the $20-25 range once a decent launch for Blackberry 10 and a stabilised trajectory for FY2014 are priced in....

  • 11 years

    Finisar (NASDAQ:FNSR): Overblown Fears on “Silicon Photonics” Misconstrue Techni...

    Following the scathing downgrade from Jefferies on Friday Finisar (NASDAQ:FNSR) is getting some supportive comments from Needham's Networking team.
    - Overreaction to “Silicon Photonics” fears—they think hype and innuendo drive fears more than technical merits do....

  • 11 years

    Finisar (NASDAQ:FNSR): Actionable Call Alert!

    Jefferies & Co analyst James Kisner is making a major negative call on Finisar (NASDAQ:FNSR) downgrading the optical module maker to Underperform from Hold with a Street low $7.50 price target (prev. $14.00).
    - Checks with Intel suggest the they can now build 100G transceivers at “high volume” and with a “good yield”. Bad news for Finisar....

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