At 9:20 ET the short choices are
| RBCN | UBS |
| EXBD | Baird |
| ULTI |
Deutsche Bank
|
| GET |
FBR Capital
|
| SCOR |
Gilford
|
| PSA |
Keefe, Bruyette
|
We’re going with FBR Capital’s Sell call on GET. FBR is 4 for 4 on the Services sector, 1 for 1 on Hotels.
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Posted by edderd
At 8:20 a.m. the Sell calls are:
HOT Baird
MGI Piper Jaffray
INFY Stifel Nicolaus
We’re shorting the Baird call on HOT (Starwood Hotels). Baird ranks 7th among Sell callers with a 91% success rate. In the Services sector it is 3 for 4 YTD.
The Buy choices are:
XL Credit Suisse
VIV UBS
FSLR ThinkEquity
APD KeyBanc
STM Bofam
SAP Jeffries
VOLT Bofam
PLAB UBS
FCX Citi
IBKC Stifel Nicolaus
BTU Goldman Sachs
DRYS Credit Suisse
Of these, guidance points to Citigroup’s call on FCX. While Citi’s overall record is pretty dismal, in the Basic Material sector it is 6 for 8 and 1 for 1 in the Gold & Silver sector.
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Posted by edderd
At 8:22 ET the Buy call choices are:
CTL UBS
APC Bofam
STO Bofam
STLD Bofam
INTC Bofam
MRVL Bofam
LSI Bofam
MCO Piper Jaffray
MCK Raymond James
HES Barclays Capital
DSX Cantor Fitzgerald
TWP Stifel Nicolaus
DKS Goldman Sachs
JNY Goldman Sachs
KSS Goldman Sachs
VCP BMO Capital Markets
ARA BMO Capital Markets
We’re watching Bofam’s call on two Energy stocks — APC and STO. Bofam is 4 for 5 on calls in the Energy sector.
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Posted by edderd
At 8:18 ET the choices on Buy calls are:
FORM Oppenheimer
LUX HSBC
WDC Bofam
STX Bofam
BEN JP Morgan
S Auriga U.S.A
OSK KeyBanc Capital Mkts
HMY Deutsche Bank
AMC Credit Suisse
CATY B.Riley
TKS Bofam
STD RBS
CETV Morgan Joseph
PLCM Stifel Nicolaus
SYMC Stifel Nicolaus
CMI Wall Street Access
We’re closely watching the Oppen. call on FORM. Oppen. is 7 for 8 in the Tech sector and 3 for 3 on Semiconductors.
We’re also watching the Bofam call on TKS. Bofam is 3 for 4 in the sector, though this is its first call on the Auto & Truck Parts industry. Bofam is also 8 for 10 over the last 30 days.
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Posted by edderd
At 9:21 a.m. ET the choices are:
| ACOR | Leerink Swann |
| ESLR | JP Morgan |
| ENER | JP Morgan |
| WBD | JP Morgan |
| BCSI | Auriga U.S.A |
| EXFO | Thomas Weisel |
| CAL | Morgan Stanley |
| TTM | Deutsche Securities |
| ARM | Citigroup |
| DAL | Morgan Stanley |
| CSCO | Deutsche Securities |
| ONXX | Baird |
| PARD | Brean Murray |
| GTE | Raymond James |
| TTWO | Kaufman Bros |
All junk with the exception of th Kaufman Bros. call. Kaufman is 4 for 4 on the year, 2 for 2 in the Tech Sector.
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Posted by edderd
At 9:24 ET the choices are:
MRVL JP Morgan
CLI Barclays
PT Credit Suisse
FTE Credit Suisse
WERN JP Morgan
SNDA ThinkEquity
MGA Bofam
SIMG Northland Securities
COG SMH Capital
STP Ardour Capital
We’re closely watching Bofam’s Buy call on MGA. Bofam is 3 for 4 YTD on the sector (Consumer Cyc).
If you’re looking to short, watch Barclay’s sell calls on
| CHH |
| HOT |
| MAR |
Barclays is 3 for 3 on the Services sector.
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Posted by edderd
At 9:15 ET, today’s Buy choices are:
CTRP Nomura
ERTS Bofam
FDX Barclays
CHH Wachovia
AMZN Cowen
LGCY RBC Capital Mkts
FCX Canaccord
HME Fox Pitt
TSL Morgan Stanley
We’re closely watching Fox Pitt’s call on HME. While it has no YTD track record in the sector, it ranks No. 4 overall, going 5 for 7.
Also watching Bofam’s call on ERTS. Bofam is 5 for 8 in the tech sector and 10 for 15 over the last 30 days.
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Posted by edderd
At 9:23 a.m today’s Buy call choices are:
DFS Keefe Bruyette
RGC Merriman
TLP Wunderlich
FFCH SunTrust
JCP Morgan Stanley
TRW JP Morgan
LYG Goldman
ZBRA Robert W. Baird
IN Robert W. Baird
PEP Stifel Nicolaus
ACM Sterne Agee
Most of this is chaff. Two calls bear watching — Sterne Agee’s call on ACM ad Baird’s call on ZBRA. Agee is 6 for 9 in the sector (Services). Baird is 2 and 0 on the sector (Cap Goods) and 1 and 0 on the industry (Misc. Cap Goods).
But the strongest signal we’re getting is to short AA, a Sell call from FBR Capital. FBR is 9 for all on cell calls YTD
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Posted by edderd
We’re traveling and it’s doubtful we’ll be able to post picks.
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Posted by edderd
The data does not give an edge to any of today’s Buy calls. At 9:17 ET the calls are:
| ETFC | FBR Capital |
| COP | Bernstein |
| KKPNY | Citigroup |
| PT | Citigroup |
| SSL | Credit Suisse |
| SONC | Oppenheimer |
| CAG | UBS |
| CSE | UBS |
| FDX | JP Morgan |
| AAUK | Bofam |
| BHP | Citigroup |
| SBX | Baird |
| UPS | Jesup & Lamont |
| ISIL | Zantrio |
| AGNC | Zantrio |
| SWHC | Zantrio |
| AUO | Goldman |
| SIRI | Barrington Research |
| TUP | Argus |
| BKD | Stifel Nicolaus |
| DRE | BMO Capital Markets |
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Posted by edderd
