Patria zveřejňuje každé dopoledne přehled titulů, na které bylo v předchozím dni vydáno nové doporučení. V první části tabulky naleznete přehled společností, kterým bylo zlepšeno doporučení (upgrade), druhá část tabulky naopak nabízí přehled těch titulů, na které bylo doporučení zhoršeno (downgrade). V tabulkách nechybí samozřejmě ani staré a nové doporučení, název společnosti, která doporučení vydala a případně i cílová cena. Pod tabulkou naleznete vysvětlení všech pojmů, které se v tabulkách vyskytují.
| Titul | Společnost | Cílová cena | Původní doporučení | Nové doporučení | Změna |
| AmSurg | Advest Inc | 30.00 | Buy | Strong Buy |
|
| Anadarko Petro | Merrill Lynch | - | Near Term Buy | Near Term Strong Buy |
|
| Argosy Gaming | Bear Sterans | 30.00 | Attractive | Buy |
|
| CEMEX S.A. | Bear Sterans | 31.00 | Attractive | Buy |
|
| California Pizza | RBC Capital Mkts | 32.00 | Sector perform | Outperform |
|
| Centennial Banc | RBC Capital Mkts | 8.00 | Underperform | Sector perform |
|
| Citigroup | JP Morgan | - | Market Perform | Buy |
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| Concerto Softw | Advest Inc | - | Neutral | Buy |
|
| Concurrent | Raymond James | - | Market Perform | Buy |
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| Cyberonics | First Albany | - | Buy | Strong Buy |
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| Edwards Lifesci | CSFB | 32.00 | Buy | Strong Buy |
|
| Engelhard | JP Morgan | - | Market Perform | Buy |
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| Exxon Mobil | Banc of America Sec | - | Buy | Strong Buy |
|
| Fairchild Semi | Lehman Brothers | - | Buy | Strong Buy |
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| Famous Dave's | Dougherty and Company | - | Buy | Strong Buy |
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| Fed Investors | Salomon Smth Brny | 34.00 | Outperform | Buy |
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| H & R Block | Morgan Stanley | 53.00 | Equal-weight | Overweight |
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| Harbor Fla Banc | Janney Mntgmy Scott | 25.00 | Hold | Buy |
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| Harte-Hanks | Bear Sterans | - | Neutral | Attractive |
|
| Harte-Hanks | AG Edwards | 19.50 | Hold | Buy |
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| Health Care Ppty | Merrill Lynch | - | Near Term Buy | Near Term Strong Buy |
|
| Hershey Foods | Legg Mason | 68.00 | Hold | Buy |
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| Hotel.com | CIBC Wrld Mkts | 60.00 | Buy | Strong Buy |
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| Hydril Corp | RBC Capital Mkts | 30.00 | Underperform | Sector perform |
|
| IPC Holdings | Morgan Stanley | 37.00 | Equal-weight | Outperform |
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| ITT Industries | Janney Mntgmy Scott | 69.00 | Hold | Buy |
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| Intl Game Tech | Dresdener Klnwrt Wass | 61.00 | Hold | Buy |
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| Intl Rectifier | Lehman Brothers | - | Market Perform | Buy |
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| Jack Henry | Barrington Research | - | Market Perform | Accumulate |
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| Knight Transportation | Legg Mason | 21.00 | Hold | Buy |
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| McKesson | Raymond James | - | Buy | Strong Buy |
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| Microsoft | RBC Capital Mkts | 70.00 | Sector perform | Outperform |
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| NPS Pharm | Dresdener Klnwrt Wass | 25.00 | Add | Buy |
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| NPS Pharm | Adams Harkness | 31.00 | Buy | Strong Buy |
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| NPS Pharm | Merrill Lynch | - | Near Term Buy | Near Term Strong Buy |
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| Net Screen | Wedbush Morgan | - | Sell | Hold |
|
| Net Screen | Legg Mason | 14.00 | Hold | Buy |
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| Nortel | SoundView Technology | - | Neutral | Outperform |
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| Pulte Homes | JMP Securities | 59.00 | Market Perform | Market Outperform |
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| Rockwell | Robert W. Baird | 22.00 | Market Perform | Strong Buy |
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| Sigma-Aldrich | Lehman Brothers | 52.00 | Market Perform | Strong Buy |
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| St. Joe Company | Morgan Stanley | 33.00 | Equal-weight | Overweight |
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| Station Casinos | Dresdener Klnwrt Wass | 17.00 | Add | Buy |
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| U.S. Steel | Prudential | 15.00 | Sell | Hold |
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| Vintage Petroleum | Merrill Lynch | - | Near Term Reduce/Sell | Near Term Neutral |
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| YUM! Brands | JP Morgan | - | Long Term Buy | Buy |
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| AT & T Wireless | WR Hambrecht | 6.00 | Buy | Market Perform |
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| Abgenix | Pacific Growth Equities | - | Equal-weight | Underweight |
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| Activision | Pacific Crest | 30.00 | Strong Buy | Buy |
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| Allied Capital | Wachovia Sec | 22.00 | Strong Buy | Buy |
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| Allied Capital | USB Piper Jaffray | 25.00 | Strong Buy | Outperform |
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| Allied Capital | CIBC Wrld Mkts | - | Strong Buy | Hold |
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| Artesyn | Wachovia Sec | - | Buy | Hold |
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| Avanex | Raymond James | - | Strong Buy | Underperform |
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| Bank/Northwest | RBC Capital Mkts | 22.00 | Outperform | Sector perform |
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| Boston Prpts | Lehman Brothers | 34.00 | Buy | Market Perform |
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| Cadence Design | SoundView Technology | 18.00 | Outperform | Neutral |
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| Capital One | JP Morgan | - | Buy | Market Perform |
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| Closure Medical | Merrill Lynch | - | Long Term Strong Buy | Long Term Neutral |
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| Convergys | Raymond James | - | Buy | Market Perform |
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| Convergys | Salomon Smth Brny | - | Outperform | Neutral |
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| Copper Mountain | Raymond James | - | Buy | Underperform |
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| Dynamics Research | Raymond James | - | Buy | Market Perform |
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| Endocardial Sols | USB Piper Jaffray | - | Strong Buy | Outperform |
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| Engelhard | Morgan Stanley | 30.00 | Outperform | Equal-weight |
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| Expedia | Pacific Crest | - | Strong Buy | Buy |
|
| Fairchild Semi | CIBC Wrld Mkts | - | Buy | Hold |
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| Fairchild Semi | CIBC Wrld Mkts | - | Strong Buy | Hold |
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| Gabelli Asset Mgmt | Salomon Smth Brny | - | Outperform | Neutral |
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| Keane | Robert W. Baird | 11.00 | Market Outperform | Market Perform |
|
| Keane | Raymond James | - | Buy | Market Perform |
|
| Keane | SG Cowen | - | Neutral | Underperform |
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| Lucent | Credit Lyonnais Sec | - | Hold | Reduce |
|
| Lucent | William Capital | - | Hold | Sell |
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| Lucent | Raymond James | - | Strong Buy | Underperform |
|
| Newport | USB Piper Jaffray | - | Strong Buy | Outperform |
|
| SL Green Rlty | Lehman Brothers | 30.00 | Buy | Market Perform |
|
| SeeBeyond | Morgan Stanley | - | Equal-weight | Underweight |
|
| St. Paul Cos | Bear Sterans | - | Buy | Neutral |
|
| Textron | Merrill Lynch | - | Long Term Strong Buy | Long Term Neutral |
|
| Univ Elec | Morgan Keegan | - | Outperform | Market Perform |
|
| Vornado Rity Trust | Lehman Brothers | 38.00 | Buy | Market Perform |
|
| XM Satellite | CSFB | - | Buy | Hold |
|
Nejčastěji používané škály investičních doporučení
Strong buy …. Silné doporučení kupovat
Buy … Kupovat
Neutral … Neutrální doporučení / Držet
Sell … Prodat
Strong sell … Silné doporučení prodat
Buy … Kupovat
Accumulate … Akumulovat (pomalu kupovat, využívat občasných výkyvů v ceně)
Hold … Držet
Reduce … Redukovat (pomalu prodávat, využívat občasných výkyvů v ceně)
Sell … Prodávat
(Market) Outperform … Očekává se, že kurz titulu se bude vyvíjet lépe než celý akciový trh
(Market) Perform …. Kurz titulu se bude vyvíjet podobně jako trh
(Market) Underperform … Očekává se, že kurz titulu se bude vyvíjet hůře než celý akciový trh
Overweight ... Zastoupení titulu v portfoliu má být větší, než jaké je v benchmark indexu (fond manažer bývá zpravidla hodnocen podle toho, o kolik je výkonnost fondu lepší než výkonnost benchmarku). Doporučení overweight tedy znamená, že jeho autor si myslí, že titul je natolik dobrý, že fond manažer by jej měl mít v portfoliu víc, než jak mu říká benchmark, a tím by se měla zlepšit výkonnost fondu vůči tomuto benchmarku.
Equal-weight ... Tzn. vyhlídky titulu nejsou ani tak dobré, ani tak špatné, aby se portfolio manažer uchyloval od benchmarku.
Underweight ...vyhlídky titulu jsou natolik neatraktivní, že autor doporučení radí fond manažerovi, aby tento titul měl menší zastoupení v portfoliu, než jaké má v benchmarkovém indexu.
Časové rozlišení (horizont)
Long-term (LT) ... Doporučení pro dlouhodobý horizont
Intermediate … Doporučení pro střednědobý horizont
Medium-term (MT) … Doporučení pro střednědobý horizont
Short-term (ST) … Doporučení pro krátkodobý horizont
Near-term (NT) … Doporučení pro krátkodobý horizont
Milan Procházka