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Shelf s: TU (C$2.5B), NUE, ITMN S&P 400 change (after close today): VeriFone (PAY) to replace Timberland (TBL) Other Newspaper Articles & Stories Barron's positive: Cameron International (CAM) Barron's<http://online.barrons.com/article/SB50001424052702303392404576567021960747828.html? mod=BOL_hpp_h
ons, MS downgrades QLIK & SWI Key Research: Wells initiates Chemicals (DOW/LYB/GGC/OLN/WLK/POL/PPG/SOA/HUN/KRO/DD/AGNC) & AGNC (op) Key Research: Wedbush initiates CAVM (neutral) & assumes NVDA/TXN (op's) & LSI (neutral), Janey initiates SODA (buy) Key Research: Ticonderoga initiates BX (buy) / KKR
FBP, JCI, KSU, MRX, MYGN, NVO, RDA, RTN, UTX Shareholder Meetings: CCSC, MCHP, SUPX Equity/Mixed Shelf s: N/A Other Newspaper Articles & Stories Barron's positive: Cisco (CSCO) Barron's< mod=BOL_hpp_highlight_top> Wonk Wars: How Big Are EU Deficits? WSJ WSJ Dutch Banks Feel Property Pain Apple
Key Research: JPM upgrades COG & initiates HFC/VLO (neut's) and PSX/TSO (ow's), FBR initiates FCEL Key Research: Susquehanna initiates SF (neut), Wedbush initiates KKD (op), Northcoast initiates C00 (buy) Key Research: Investec downgrades LLOY LN, MS downgrades LINTA/WLP/CERN/MCK & upgrades FM/WAG
O, SON, SPNS, TFX, UTEK, CVLT Shareholder Meetings: BRS, CA, WRLD, NATR, RJET Equity/Mixed Shelf s: SAVE, CRL Other Newspaper Articles & Stories Barron's cautious: Coach (COH) Barron's<http://online.barrons.com/article/SB50001424053111903940904577561143517399960.html? mod=BOL_hpp_highlight_top> Sh
ngrades MGRC Key Research: Imperial resumes BA (in-line) & initiates PCP (op), Miller Tabak initiates EOG (hold) Key Research: Jeff downgrades BP, Wedbush downgrades ADVS, JPM downgrades ABFS/BDX Key Research: Lazard downgrades CBI/DNDN/EMN & initiates WSO (neut), Baird downgrades PPO, Citi cuts DISCA
X, XLNX, EQIX, SNY Shareholder Meetings: WMT, EXPR, SD, GRMN, SFSF, CAVM Equity/Mixed Shelfs: BSS, CSII ($75M) Other Newspaper Articles & Stories Barron's positive: United Online (UNTD) Barron's<http://online.barrons.com/article/SB50001424053111903457104576361860017120284.html? mod=BOL_hps_highlight
arch: FBR upgrades CECO/DV/APOL/NE, Moke initiates XEC (op), Citi downgrades ALL & raises target VRUS Key Research: ISI Group initiates BMY (hold), Wedbush initiates CERS (op), Wells downgrades FRO Key Research: Barcap upgrades ARUN, Piper upgrades ZQK, Janney upgrades NWY, CS downgrades FDO Key Rese
t student-loan rates near WSJ • Witness in Tourre trial says he thought SEC tried to 'trick" him WSJ • Micro-Cap Stocks Leading the Market Higher Barron's • Draghi to Carney face test backing guidance on rates Bloomberg • Israel's deepest well targets 1.5 billion barrels of oil Bloomberg • Greek P
res priced at $17 (above range) US Key Research: Stifel initiates Shippers — STNG/NNA/CPLP/TNP/ANW (buys) & DSX/NMM/CMRE (holds) & SSW (sell) ••• Wedbush initiates UA (op), Bernstein initiates FOXA (op), B. Riley initiates GUID (buy) • Raja downgrades CTXS, RBC initiates VTG, DB upgrades LNC/MET (buy)
ange (after close): Apollo (APOL) replaces Forest Oil (FST) Other Newspaper Articles & Stories • Bill Gross: "The Bond Market Ship Is Not Sinking" Barron's • China's central bank assures financial markets FT • UK industry closes on Mittelstand FT • Immigration reform bill clears US Senate FT •
(hold), UBS downgrades ACN ••• FBR initiates DCO (op), Raja upgrades FFIV, B. Riley initiates MOVE (buy), EFTA00388232 • RBC initiates TMK (up), Wedbush initiates TSLANECO (neut), KBW upgrades BXS (mp) Europe Key Research: • Citi upgrades European Insurance to overweight, GS adds DGE LN & UNA NA to
RLS, CCF, CSPI, IESC, MWIV, DLB, ROK, NKBP Equity/Mixed Shelfs: N/A Other Newspaper Articles & Stories • Junk Bond Decline: Should You Be Afraid? Barron's • Liberty Global set for Virgin Media bid FT • KPN eyes E4bn capital raising FT • ECB told to double its manpower FT • BP faces year-long w
, Opco upgrades CFR & cuts ASBC • Barcap upgrades AWI/DHI & cuts RYUKBH/PHM/RLGY/TOL & initiates HCP/VTR (ew) & HCN (ow) ••• Nomura downgrades CIT, Wedbush initiates DENN (op), Opco cuts ASBC & upgrades CFR ••• BMO downgrades LM, CLSA downgrades LIFE, CS initiates WSM (neut) & LL (op), Raja downgrades R
VMC, WMS, BBG, MAR, ATSG, BFS, EDG, ERF, ICUI, MAT, CY, MCRI Equity/Mixed Shelfs: ACRE ($1.5B) EFTA00390549 Other Newspaper Articles & Stories Barron's positive: Quest Diagnostics (DGX) Barron's WSJ cautious: Being short Telsa (TSLA) WSJ • Annan report blasts ENRC for costing Congo $725m FT •
AGN (op) & AGN/MYUFRX (up) ir Wells initiates ENSG (mp) & ESC (op) & upgrades BSX, Janney initiates DDD (buy) ••• UBS cuts AES, SocGen upgrades BA, Wedbush initiates ININ (neut) & JCOM/NUAN (op) ••• Johnson Rice downgrades MDR, JMP downgrades MU, Canaccord downgrades RCII ••• BB&T upgrades SRI (buy), J
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