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24/25 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY September 7 - Xstrata EGM to vote on Gl
Key Research: UBS initiates AAPL (buy $740pt) and EMC (buy) & downgrades SYT/DUK, BMO downgrades SUI Key Research: Jefferies downgrades HMSY/AGP, Stifel downgrades HGG, Wells initiates VPHM (mp) and REXX (op) Key Research: Susquehanna initiates NXPI (neut), JMP initiates JNPR (mp), Baird downgrades
24/25 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY September 7 - Xstrata EGM to vote on Gl
d): BWP, SRDX (dutch auction), SLTM IPO's (filed/priced): Eloqua (ELOQ) 8M shares priced at $11.50 Key Research: DB downgrades DRYS & upgrades RNR, Stifel initiates EXAR (buy), Bofa downgrades FMS Key Research: Piper downgrades HRC/HOTT, Baird upgrades FSLR & downgrades ANF, Citi downgrades AGP Key
24/25 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY September 7 - Xstrata EGM to vote on Gl
PRGO Key Research: cuts HRL (sell) Key Research: ISI initiates CVS/MCK/ABC (ow) & CAH/ESRX (mw) & WAG (uw), Mizuho downgrades ADTN Key Research: Stifel initiates TRN/GBX (buys) & ARII/RAIL (hold) & downgrades ADTN, BMO initiates AMZN (mp) Key Research: Raja downgrades AGP, Wells upgrades DIS, Canto
rs: Lockhart @ 1:20pm (Miss) Conferences: CS Global Steel & Mining (London), Baader Investment Conference (Munich) Fed Speakers: Lockhart @ 1:20pm (Jackson, MS) Analyst/Investor Days: GHM Non-Deal Roadshows: ACI, BBG, BRCD, BRKR, CONE, CRNCY, CSCO, CYBX, DIOD, DLX, DVN, EARS, ENDP, FCFS, GK, GWRE, HAE
d): Exmar Energy Partners (XMLP) files $125M IPO through IN Morgan, BofA, and Citi US Key Research: • BMO initiates BGCP (mp), Key downgrades CHMT, Stifel assumes CELP (buy), Capital One upgrades BXP • Piper initiates ASGN/TW/MAN (ow) and KFY/RHI (neut), RBC downgrades KBH Europe Key Research: ••• RB
nutes from July30/31 FOMC meeting August 22-24 — Jackson Hole Annual Economic Policy Symposium (Bernanke n
ed/priced): UCP (UCP) 7.75M-shares priced at $15 (low-end), OncoMed Pharmaceuticals(OMED) 4.8M shares 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),
BSTC, SLW Economic Data: Treasury Monthly Budget Statement @ 2pm Fed Speakers: Evans @ 8:25am (Chicago), Bemanke @ 9:30am (Chicago), George @ 2pm (Jackson, WY) Conferences: No major conferences Analyst/Investor Days: SWFT, WY, CPT Non-Deal Roadshows: ADNC, AIMC, ALXN, AMRI, BUD, EPAM, FHN, MLM, OREX,
rgins strengthened but forecast bit light (trading +1%) • Carter's initiates 16c/share quarterly dividend and approved $300M share buyback plan • Stifel profit down in Q1 due to costs related to acquisitions but global wealth posted records • ABB CEO Joe Hogan leaving for personal reasons, date to b
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