- IPO WATCH:
* Expected to price:
* Envision Healthcare Holdings (EVHC); Sees 35m shares priced at $20-$23 via Goldman, BofAML, Barclays
* Independence Realty (IRT); Sees 4m shares priced at $10- $11 via Ladenburg Thalmann, Compass Point, JMP - CONFERENCES:
* EnerCom The Oil & Gas Conference: WPX, CRR, DNR, CXO, EPL, BCEI, HERO, SD, HAL, ARX CN, CPG CN, APC, HK, ERF CN, EQT, RES, CLR, PDCE, EGN, QRE, OAS
* Jefferies Global Industrials Conference: ITW, BEAV, ECL, ASH, POL, UTX, CYT, HUN, WLK, AAWW, WAIR, CAT, NSC, DGI, GRA, FMC, LSTR, ARG, USG, MLM, CHMT, HXL, PX, R, OSK
* JPMorgan Auto Conference: KAR, TRW, DAN, VC, AXL, BWA, PAG, GT, TSLA, LAD
* Needham Advanced Industrial Technologies Conf.: COHR, CGNX, DDD, IPGP, TDY, FEIC
* Oppenheimer Technology Conference: T, FTR, PMCS, JNPR, SCOR, FSL, MSCC, VECO, BDC, JNPR, CCOI, NCR, RKUS, CA, AKAM, SYNT, OSIS, VRNT, VZ, VZ, RVBD
* Pacific Crest Global Technology Leadership Forum: NOW, SYNA, EQIX, ADBE, MXIM, AKAM, BRCM, KLAC, ATML, NOW, RHT, RVBD, AKAM, TXN, SLAB, XXIA, GWRE, SNDK, GIMO, IMPV, INFA, CDNS, ITRI
* Piper Jaffray Semiconductor Summit: POWI
* UBS Metals & Materials Mini Conference: RS
* Wedbush Securities Life Sciences Conference: LXRX, SRPT, NPSP, GEVA, PCRX, MDVN - CORPORATE EVENTS:
* Acquisition Call: IHS
* Annual General Meeting: CSC, PCP
* Board Meeting: 2012 HK
* Investor Meeting: EFX, HUM
* Special Meeting/M&A Vote: STEI - EQUITY PREVIEW:
* Accretive Health (AH): Files to delay 10-Q
* Avanir (AVNR): To co-promote Merck’s sitagliptin products
* Genmark Diagnostics (GNMK): Proposed sale of $60m in shrs
* NQ Mobile (NQ): Boosts yr rev. view, 2Q beats ests.
* Orchid Island (ORC): Lock-up expires
* Phoenix New Media (FENG): 3Q rev. view, 2Q top ests.
* Rose Rock Midstream (RRMS): Offering 4.75m units
* Sina (SINA): 3Q rev. view beats est.
* Spirit Aerosystems (SPR): 2Q loss wider than est.; wing unit
has attracted potential buyer interest
* Wageworks (WAGE): Registers 2.97m-shr offering by holders
* Xoom (XOOM): Lock-up expires
* Xoma (XOMA): Rated new overweight at Piper Jaffray
* Yum Brands (YUM): China July same-store sales miss est. - UPGRADES:
* Advanced Photonix (API) to buy: B. Riley
* Constant Contact (CTCT) to buy: Lazard
* Credicorp (BAP) to overweight: JPMorgan
* Cubesmart (CUBE) to neutral: UBS
* Extra Space Storage (EXR) to neutral: UBS
* Marvell Technology (MRVL) to top pick: RBC
* Public Storage (PSA) to neutral: UBS
* Rockwell Collins (COL) to buy: Sterne, Agee
* Sovran Self Storage (SSS) to neutral: UBS
* Teck Resources (TCK) to outperform: Cowen
* Xerox (XRX) to buy: Citi
DOWNGRADES:
* Allot (ALLT) to sector perform: RBC
* Fifth Third Bancorp (FITB) to neutral: Credit Suisse
* Microsoft (MSFT) to hold: Stifel Nicolaus
* Nordic American Tankers (NAT) to underperform: Jefferies
* Nordic American Tankers (NAT) to market perform: Cowen
* Seadrill (SDRL) to hold: Danske Bank
* Smith & Nephew (SNN) to neutral: Citi
* Ultra Petroleum (UPL) to underperform: Jefferies
* Vical (VICL) to neutral: Credit Suisse
INITIATIONS:
* Blackstone (BX) outperform: RBC, PT $32
* Diamond Resorts (DRII) buy: Cantor Fitzgerald, PT $23
* Diamond Resorts (DRII) overweight: JPMorgan, PT $20
* Diamond Resorts (DRII) outperform: Credit Suisse, PT $21
* Dorman Products (DORM) buy: BofAML, PT $60
* E2open (EOPN) outperform: Northland, PT $25
* Physicians Realty Trust (DOC) buy: Wunderlich, PT $14
* RetailMeNot (SALE) outperform: William Blair
* Retailmenot (SALE) buy: Jefferies, PT $40
* Retailmenot (SALE) sector perform: RBC, PT $33
* Retailmenot (SALE) neutral: Credit Suisse, PT $31
* Retailmenot (SALE) neutral: Goldman, PT $31
* Rexford Industrial Realty (REXR) outperform: FBR, PT $16
* Rexford Industrial Realty (REXR) outperform: Wells Fargo
* Rexford Industrial Realty (REXR) buy: BofAML, PT $15.75
* Sequential Brands (SQBG) buy: Brean Capital, PT $8
* Xoma (XOMA) overweight: Piper, PT $8
Successful investing warrants a person to either be lucky or good. Which one are you?