NVIDIA (NVDA) Raised to Buy; replaces LLTC on AMERICAS BUY LIST; Goldman Sachs says it still has National Semi (NSM) and Intersil (ISIL) as Buys in analog chip sector.
GSI Commerce (GSIC) raised from Neutral to a Buy with 25% upside to new $24.00 target (this was Cramer’s ecommerce stealth play too).
OfficeMax (OMX) started as Buy.
Deere (DE) maintained on Goldman’s Conviction Buy List after analyst day.
Linear Tech (LLTC) downgraded from Buy to Neutral.
Hedge Fund operator Fortress Group (FIG) started as Buy at Goldman Sachs.
Targa Resources Partners LP (NGLS) started as Buy.
Earnings estimates INCREASED on Adobe (ADBE), NVIDIA (NVDA), Oracle (ORCL).
Earnings estimates DECREASED on NOVA Chemicals (NCX), McClatchy (MNI), Cheesecake Factory (CAKE), Halliburton (HAL), Global Crossing (GLBC).
Jon C. Ogg
March 21, 2007
Jon Ogg can be reached at [email protected]; he does not own securities in the companies he covers.