This cast starts with a review of last week's IPOs and their performance. The following show: Company (ticker), IPO size, % change from IPO price, sector, grade, and score.

CastlePoint (CPHL) $89mm, +11%
property/casualty insurance/reinsurance: C+, 7

Cheniere Energy Partners (CQP) $283mm, +3.5%
LP for LNG terminal in Louisiana: C+, 7

Glu Mobile (GLUU) $84mm, flat
Publishes games for mobile telephones: C+, 7

And Blackstone filed a private equity IPO

This weeks IPOs include:

Aruba Networks (ARUN), $72mm
secure data wireless networking: C+, 8

Capital Products L.P (CPLP) $236mm
shipping vessel partnership: C+, 7

eTelecare Global (ETEL) $74mm
voice-based business outsourcing: C+, 7

Flagstone Reinsure (FSR) $175mm
property and casualty reinsurance: C+, 7

GSI Technology (GSIT) $58mm
SRAM integrated circuits: C+, 6

SenoRx (SENO) $66mm
medical devices: C, 8

Super Micro (SMCI) $84mm
high performance servers: B-, 7

Other companies mentioned in this cast are: (ARUN) (AXP) (BX) (CPHL) (CPLP) (CQP) (CSCO) (CY) (DELL) (ETEL) (EXLS) (GLUU) (GSIT) (HPQ) (IBM) (JNJ) (MOT) (SENO) (SMCI) (TWX) (WIT)

Companies that could issue positive surprises include Becton, Dickinson and Company (BDX), SucessFactors (SFSF) and Sunoco (SUN). Penn Virginia Corporation (PVA) could potentially disappoint investors. The Week's Events November has historically been one of the best months for the major markets, according to the[More...]

Submitted by Optiondragon [More...]

Yeoman's work by Barron's Eric Savitz, who pens the must read techblog Tech Trader Daily, in assembling a laundry list of stocks downgraded by GS (published Friday after the bell). The money quote from Goldman analysts states they have become "incrementally more cautious on tech fundamentals given the current macroeconomic backdrop." Additionally, "with software a typically back-end loaded sale, if there is any concern on budgets in the early part of 2008, we would expect CIOs to hold off their purchases until later in the year." The main area of concern: "Companies with large enterprise exposure and significant dependence on the U.S. consumer." Ouch. I have long advocated deciding on an exit strategy prior to owning a stock. While these downgrades may not mean immediately selling them, at the very least you should be revisiting your pre-planned exits. If you are unsure about selling, your trailing stop losses should give you some protection in the event of a selloff. If you are not using trailing stops, then you may want to tighten up your existing stops -- especially on those names that have enjoyed a good run. What follows is a list of stocks affected by estimate cuts and/or price...

Yeoman's work by Barron's Eric Savitz, who pens the must read techblog Tech Trader Daily, in assembling a laundry list of stocks downgraded by GS (published Friday after the bell). The money quote from Goldman analysts states they have become "incrementally more cautious on tech fundamentals given the current macroeconomic backdrop." Additionally, "with software a typically back-end loaded sale, if there is any concern on budgets in the early part of 2008, we would expect CIOs to hold off their purchases until later in the year." The main area of concern: "Companies with large enterprise exposure and significant dependence on the U.S. consumer." Ouch. I have long advocated deciding on an exit strategy prior to owning a stock. While these downgrades may not mean immediately selling them, at the very least you should be revisiting your pre-planned exits. If you are unsure about selling, your trailing stop losses should give you some protection in the event of a selloff. If you are not using trailing stops, then you may want to tighten up your existing stops -- especially on those names that have enjoyed a good run. What follows is a list of stocks affected by estimate cuts and/or price...

UPGRADES

Arbitron ARB CL King Neutral » Accumulate
Brinker EAT Bear Stearns Peer Perform » Outperform
Bank of NY BK Punk, Ziegel & Co Mkt Perform » Buy
Packeteer PKTR Ferris Baker Watts Sell » Neutral
King Pharms KG Citigroup Sell » Hold
First Horizon FHN Citigroup Hold » Buy
American Financial Realty Trust AFR Stifel Nicolaus Sell » Buy
CyberSource CYBS Needham & Co Hold » Buy
InfoSpace INSP Needham & Co Hold » Buy
Centene CNC Jefferies & Co Hold » Buy
WNS WNS Credit Suisse Neutral » Outperform
Computer Sciences CSC Credit Suisse Underperform » Neutral
Harmonic HLIT Friedman Billings Mkt Perform » Outperform
LaSalle Hotel LHO RBC Capital Mkts Outperform » Top Pick
Teradyne TER JP Morgan Neutral » Overweight
Old Dominion ODFL Bear Stearns Underperform » Peer Perform
SunTrust Banks STI Bernstein Underperform » Mkt Perform
Overseas Shipholding OSG Banc of America Sec Neutral » Buy
Parker-Hannifin PH CIBC Wrld Mkts Sector Underperform » Sector Perform
J. Crew JCG CIBC Wrld Mkts Sector Perform » Sector Outperform

DOWNGRADES

Wachovia WB Punk, Ziegel & Co Buy » Mkt Perform
SunTrust Banks STI Punk, Ziegel & Co Buy » Mkt Perform
Zions Bancorp ZION Stifel Nicolaus Buy » Hold
Wesco WCC CIBC Wrld Mkts Sector Outperform » Sector Perform
Hershey Foods HSY Piper Jaffray Market Perform » Underperform
IntercontinentalExchange ICE BMO Capital Markets Outperform » Market Perform
Pilgrim's Pride PPC BMO Capital Markets Outperform » Market Perform
Syntel SYNT Credit Suisse Outperform » Neutral
ExlService EXLS Credit Suisse Outperform » Neutral
EDS EDS Credit Suisse Outperform » Underperform
St. Jude Medical STJ HSBC Securities Overweight » Neutral
Vertex Pharm VRTX Cowen & Co Outperform » Neutral
Mohawk MHK Morgan Keegan Outperform » Mkt Perform
Bankunited Fin BKUNA Friedman Billings Outperform » Mkt Perform
FirstFed Financial FED Friedman Billings Mkt Perform » Underperform
Preferred Bank PFBC Friedman Billings Outperform » Underperform
Talbots TLB CIBC Wrld Mkts Sector Outperform » Sector Perform
AMR Corp AMR Calyon Securities Buy » Add
Capital One COF Friedman Billings Outperform » Mkt Perform
AstraZeneca AZN UBS Neutral » Sell
Hess HES UBS Buy » Neutral
HSBC Holdings HBC UBS Buy » Neutral
Southern Copper PCU UBS Buy » Neutral
Host Hotels HST RBC Capital Mkts Top Pick » Outperform
Cabela's CAB Robert W. Baird Outperform » Neutral
DaVita DVA Oppenheimer Buy » Neutral
Hansen Natural HANS JP Morgan Overweight » Neutral

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