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 |
| AES Corp | Salomon Smth Brny | 2.00 | Neutral | Underperform |
|
| AMC | Banc of America Sec | 12.00 | Strong Buy | Buy |
|
| Advanced Semi | Merrill Lynch | - | Long Term Strong Buy | Long Term Neutral |
|
| Allegheny Energy | Banc of America Sec | - | Buy | Market Perform |
|
| Alliant Energy | Banc of America Sec | - | Buy | Market Perform |
|
| Allied Capital | AG Edwards | - | Strong Buy | Hold |
|
| Allied Capital | Wachovia Sec | 22.00 | Strong Buy | Buy |
|
| Avaya | CSFB | 4.00 | Buy | Hold |
|
| Avaya | Merrill Lynch | - | Long Term Buy | Long Term Neutral |
|
| BellSouth | AG Edwards | - | Buy | Hold |
|
| CMS Energy | Banc of America Sec | - | Buy | Market Perform |
|
| Calpine | Salomon Smth Brny | 4.00 | Neutral | Underperform |
|
| Centurytel | Dresdener Klnwrt Wass | - | Buy | Add |
|
| Cognex | Robert W. Baird | 18.00 | Market Outperform | Market Perform |
|
| CompulDyne | Morgan Keegan | - | Outperform | Market Perform |
|
| Computer Assoc | First Albany | - | Buy | Neutral |
|
| Duke Energy | Banc of America Sec | - | Buy | Market Perform |
|
| Dynegy | Salomon Smth Brny | 3.00 | Neutral | Underperform |
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| El Paso | Banc of America Sec | - | Buy | Market Perform |
|
| Embarcadero | SoundView Technology | 7.00 | Outperform | Neutral |
|
| Expedia | CE Unterberg Towbin | - | Short Term Buy | Short Term Mkt Perform |
|
| JAKKS Pacific | Morgan Keegan | - | Market Perform | Underperform |
|
| JDA Software | Brean Murray | 25.00 | Strong Buy | Buy |
|
| Microtune | Frost Securities | - | Buy | Market Perform |
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| Microtune | Needham & Co | 7.50 | Strong Buy | Buy |
|
| Microtune | Bear Sterans | 9.00 | Buy | Attractive |
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| Mirant | Banc of America Sec | - | Buy | Market Perform |
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| Motorola | Salomon Smth Brny | 15.00 | Buy | Neutral |
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| Neoforma.com | SG Cowen | - | Buy | Neutral |
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| Neoforma.com | WR Hambrecht | 15.00 | Strong Buy | Buy |
|
| Neoforma.com | First Albany | - | Buy | Neutral |
|
| Novellus | Bear Sterans | 45.00 | Buy | Attractive |
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| Pacific Sunwear | AG Edwards | - | Buy | Hold |
|
| Qwest | CIBC Wrld Mkts | - | Buy | Hold |
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| Reliant Resources | Banc of America Sec | - | Buy | Underperform |
|
| SBC | Dresdener Klnwrt Wass | - | Add | Hold |
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| Sempra Energy | Banc of America Sec | - | Buy | Market Perform |
|
| Silliconware Precision | Merrill Lynch | - | Long Term Strong Buy | Long Term Neutral |
|
| Taiwan Serni | Merrill Lynch | - | Near Term Strong Buy | Near Term Neutral |
|
| Tweeter | CIBC Wrld Mkts | - | Buy | Hold |
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| Unilab | Salomon Smth Brny | 22.00 | Buy | Outperform |
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| United Micro | Merrill Lynch | - | Long Term Strong Buy | Long Term Buy |
|
| Verizon Comm | Dresdener Klnwrt Wass | - | Add | Hold |
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| Williams Cos | Prudential | 2.50 | Buy | Hold |
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| Williams Cos | CSFB | 6.00 | Strong Buy | Hold |
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| Williams Cos | Banc of America Sec | - | Buy | Market Perform |
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| Xcel Energy | Banc of America Sec | - | Buy | Market Perform |
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| Activision | Dougherty and Company | - | Buy | Strong Buy |
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| Activision | USB Piper Jaffray | 29.00 | Outperform | Strong Buy |
|
| Alaska Air | Goldman Sachs | - | Market Perform | Market Outperform |
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| BP | Prudential | 39.00 | Sell | Hold |
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| BP | Lehman Brothers | 42.00 | Market Underperform | Market Perform |
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| Barrick Gold | CIBC Wrld Mkts | 25.00 | Buy | Strong Buy |
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| Borg Warner | Robert W. Baird | 67.00 | Market Outperform | Strong Buy |
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| Borg Warner | Raymond James | 65.00 | Buy | Strong Buy |
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| Career Education | JP Morgan | - | Long Term Buy | Buy |
|
| Check Point Sftwr | SWS Securities | - | Sell | Neutral |
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| Circuit City | CIBC Wrld Mkts | 19.00 | Hold | Buy |
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| Dentsply | Barrington Research | - | Accumulate | Strong Buy |
|
| Density | Robert W. Baird | 43.00 | Market Outperform | Strong Buy |
|
| Donegal Group | Advest Inc | 13.00 | Neutral | Buy |
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| Dun and Bradstreet | JP Morgan | - | Long Term Buy | Buy |
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| EGL Inc | USB Piper Jaffray | - | Outperform | Strong Buy |
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| Fluor | Lehman Brothers | 43.00 | Buy | Strong Buy |
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| Gillette | Merrill Lynch | - | Near Term Neutral | Near Term Buy |
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| Gold Fields Ltd | CIBC Wrld Mkts | 20.00 | Buy | Strong Buy |
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| Goldcorp | CIBC Wrld Mkts | 14.00 | Buy | Strong Buy |
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| Hawaiian Electric | Robert W. Baird | 46.00 | Market Perform | Market Outperform |
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| Hershey Foods | Lehman Brothers | 70.00 | Market Perform | Strong Buy |
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| Imation Corp | First Albany | 36.00 | Buy | Strong Buy |
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| Ingersoll-Rand | Legg Mason | 50.00 | Hold | Buy |
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| Lear Corp | Credit Lyonnais Sec | 55.00 | Add | Buy |
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| Lear Corp | Prudential | 51.00 | Hold | Buy |
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| McGraw-Hill | Wachovia Sec | 62.00 | Hold | Buy |
|
| MeadWestvaco | Prudential | 25.00 | Sell | Hold |
|
| Mentor Graphics | DA Davidson | 11.50 | Neutral | Buy |
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| Meridian Gold | CIBC Wrld Mkts | 22.50 | Buy | Strong Buy |
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| MetLife | Dresdener Klnwrt Wass | 32.00 | Hold | Buy |
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| Moody's | Wachovia Sec | 50.00 | Hold | Buy |
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| Newfield Expt | CIBC Wrld Mkts | 43.00 | Hold | Buy |
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| OrthoLogic | RBC Capital Mkts | 8.00 | Sector perform | Outperform |
|
| RPM Inc | McDonald Invst | - | Hold | Buy |
|
| Royal Dutch | Lehman Brothers | 48.00 | Market Perform | Buy |
|
| SAFECO | Merrill Lynch | - | Near Term Neutral | Near Term Buy |
|
| SAFECO | Morgan Stanley | 42.00 | Equal-weight | Overweight |
|
| Sensient | Banc of America Sec | 24.00 | Buy | Strong Buy |
|
| Shell Transport | Lehman Brothers | 42.00 | Market Perform | Buy |
|
| Sonic Solution | WR Hambrecht | 11.25 | Buy | Strong Buy |
|
| Take-Two | USB Piper Jaffray | 27.00 | Outperform | Strong Buy |
|
| Titan Pharm | Legg Mason | - | Sell | Hold |
|
| United Dominion | Wachovia Sec | 17.00 | Buy | Strong Buy |
|
| Washington Post | Morgan Stanley | - | Underweight | Equal-weight |
|
| YUM! Brands | Merrill Lynch | 29.00 | Near Term Neutral | Near Term Buy |
|
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