Přehled titulů, na které bylo v předchozím obchodním 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 |
| Applebee's | RBC Capital Mkts | - | Sector perform | Outperform |
|
| Archstone | Goldman Sachs | - | In-Line | Outperform |
|
| New Plan Excel | Legg Mason | - | Hold | Buy |
|
| Option Care | UBS | 15,00 | Neutral | Buy |
|
| Par Pharmaceutical | Friedman Billings | - | Mkt Perform | Outperform |
|
| Pier 1 Imports | FTN Midwest | 10,00 | Sell | Neutral |
|
| Pinnacle Finl | KeyBanc Capital Mkts / McDonald | 28,00 | Hold | Buy |
|
| Pride Intl | Calyon Securities | 32,00 | Neutral | Add |
|
| Public Storage | JP Morgan | - | Neutral | Overweight |
|
| Shurgard Storage | AG Edwards | - | Sell | Hold |
|
| SiRF Technology | Fulcrum | - | Neutral | Buy |
|
| SkyWest | Calyon Securities | 34,00 | Add | Buy |
|
| Spinnaker Exp | KeyBanc Capital Mkts / McDonald | 65,00 | Hold | Buy |
|
| SunOpta | Adams Harkness | - | Mkt Perform | Buy |
|
| Symmetricom | First Albany | 9,00 | Neutral | Buy |
|
| Syntel | Janney Mntgmy Scott | - | Neutral | Buy |
|
| Tower Financial | Hillard Lyons | 19,00 | Long-term Buy | Buy |
|
| Banco Sant. P.R. | Sandler O'Neill | - | Hold | Sell |
|
| Bebe stores | JP Morgan | - | Overweight | Neutral |
|
| Business Objects | JMP Securities | - | Mkt Outperform | Mkt Perform |
|
| CACI Intl | First Albany | - | Buy | Neutral |
|
| CarrAmerica | JP Morgan | - | Neutral | Underweight |
|
| CarrAmerica | Wachovia | - | Mkt Perform | Underperform |
|
| CIBER | Janco Partners | 8,00 | Buy | Accumulate |
|
| Coca-Cola Ent | Bear Stearns | - | Outperform | Peer Perform |
|
| Columbia Sportswear | Prudential | 35,00 | Neutral | Underweight |
|
| Deckers Outdoor | DA Davidson | 19,00 | Buy | Neutral |
|
| Deckers Outdoor | Lazard Freres | - | Buy | Hold |
|
| Deckers Outdoor | RBC Capital Mkts | - | Outperform | Sector perform |
|
| Educate | Legg Mason | - | Buy | Hold |
|
| Franklin Resources | Keefe Bruyette | - | Outperform | Mkt Perform |
|
| Goodrich | Jefferies & Co | 38,00 | Buy | Hold |
|
| iBasis | Kaufman Bros | 3,00 | Buy | Hold |
|
| InterMune | Wachovia | - | Mkt Perform | Underperform |
|
| Intl Rectifier | Caris & Company | - | Above Average | Average |
|
| Intl Rectifier | JP Morgan | - | Overweight | Neutral |
|
| Intl Rectifier | UBS | - | Buy | Neutral |
|
| Intl Rectifier | Wedbush Morgan | 32,00 | Buy | Hold |
|
| Invitrogen | William Blair | - | Outperform | Mkt Perform |
|
| Kanbay | Piper Jaffray | 18,00 | Outperform | Market Perform |
|
| Maxim Integrated | Friedman Billings | - | Outperform | Mkt Perform |
|
| Maxim Integrated | Prudential | - | Overweight | Neutral |
|
| Medco Health Solutions | AG Edwards | - | Buy | Hold |
|
| Midwest Banc | Sandler O'Neill | - | Hold | Sell |
|
| Moody's | Keefe Bruyette | - | Mkt Perform | Underperform |
|
| Nanometrics | Adams Harkness | 11,00 | Buy | Mkt Perform |
|
| Nara Bancorp | Harris Nesbitt | - | Outperform | Neutral |
|
| Nara Bancorp | Moors & Cabot | - | Buy | Hold |
|
| Newcastle Investment | Jefferies & Co | - | Buy | Hold |
|
| Orthofix | Wachovia | - | Outperform | Mkt Perform |
|
| Pilgrim's Pride | CSFB | - | Outperform | Neutral |
|
| ProQuest | Bear Stearns | - | Peer Perform | Underperform |
|
| RadiSys | Kaufman Bros | 10,00 | Hold | Sell |
|
| Sapient | Prudential | - | Neutral | Underweight |
|
| Sapient | RBC Capital Mkts | - | Outperform | Sector perform |
|
| State Street | Keefe Bruyette | - | Outperform | Mkt Perform |
|
| TEKELEC | Deutsche Securities | - | Buy | Hold |
|
| TEKELEC | Oppenheimer | - | Buy | Neutral |
|
| TEPPCO Partners | Wachovia | - | Outperform | Mkt Perform |
|
| Varian Semi | Needham & Co | - | Buy | Hold |
|
| VASCO Data Security | Southwest Securities | - | Strong Buy | LT Buy |
|
| Bio-Reference Labs | Jefferies & Co | - | Initiated | Buy |
|
| CVS Corp | Deutsche Securities | - | Initiated | Buy |
|
| Encysive Pharma | JP Morgan | - | Initiated | Neutral |
|
| Evergreen Solar | Thomas Weisel | - | Initiated | Outperform |
|
| Genitope | WR Hambrecht | - | Initiated | Buy |
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| Jer Investors Trust | Banc of America Sec | - | Initiated | Buy |
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| Laboratory Corp | Jefferies & Co | - | Initiated | Hold |
|
| Longs Drug | Deutsche Securities | - | Initiated | Hold |
|
| MBNA Corp | Prudential | - | Initiated | Overweight |
|
| NDS Group | Kaufman Bros | - | Initiated | Buy |
|
| Quest Diagnostics | Jefferies & Co | - | Initiated | Hold |
|
| Rite Aid | Deutsche Securities | - | Initiated | Hold |
|
| Time Warner | Citigroup | - | Initiated | Buy |
|
| Time Warner | Oppenheimer | - | Initiated | Buy |
|
| United Thera | JP Morgan | - | Initiated | Overweight |
|
| Viacom | Citigroup | - | Initiated | Buy |
|
| Walgreen | Deutsche Securities | - | Initiated | Hold |
|
| Walt Disney | Citigroup | - | Initiated | Buy |
|
| Avon Products | Deutsche Securities | - | Hold | Buy |
|
| Ball Corp | KeyBanc Capital Mkts / McDonald | 45,00 | Hold | Buy |
|
| Bunge | FTN Midwest | - | Neutral | Buy |
|
| Carbo Ceramics | Hibernia Southcoast Capital | - | Hold | Buy |
|
| CEMEX S.A. | Morgan Stanley | 60,00 | Underweight | Overweight |
|
| Chemed | CL King | 51,00 | Accumulate | Strong Buy |
|
| Conexant | Deutsche Securities | - | Hold | Buy |
|
| Cooper Cameron | RBC Capital Mkts | - | Underperform | Sector perform |
|
| Dean Foods | Morgan Stanley | 39,00 | Equal-weight | Overweight |
|
| Dow Jones | UBS | - | Reduce | Neutral |
|
| Dura Automotive | Robert W. Baird | - | Underperform | Neutral |
|
| Entertainment Ppties | JP Morgan | - | Neutral | Overweight |
|
| FirstFed Financial | Keefe Bruyette | - | Underperform | Mkt Perform |
|
| Frontier Airlines | Calyon Securities | - | Neutral | Add |
|
| Furniture Brands | BB&T Capital Mkts | - | Underweight | Hold |
|
| Gateway | Bear Stearns | - | Underperform | Peer Perform |
|
| Georgia-Pacific | Deutsche Securities | - | Hold | Buy |
|
| Gibraltar Industries | Robert W. Baird | - | Neutral | Outperform |
|
| Hanmi Financial | Wedbush Morgan | 20,00 | Hold | Buy |
|
| Kendle | Jefferies & Co | - | Hold | Buy |
|
| LandAmerica Fin | Ferris Baker Watts | 70,00 | Neutral | Buy |
|
| Lear | Banc of America Sec | - | Sell | Neutral |
|
| Merck | Morgan Stanley | 34,00 | Equal-weight | Overweight |
|
| Microsoft | CSFB | 29,00 | Neutral | Outperform |
|
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.