11.30.09(a): Introduction to the M2 Musculoskeletal Sequence
Thomas Weisel Partners Research 11.30.09
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Technology Applied Technologies Ajit Pai tel 212.271.3695 Company Symbol Current Rating Price Market Cap(mn) Agilent Technologies, Inc. A Market Weight $28.85 $10097.5 Checkpoint Systems, Inc. CKP Market Weight $14.22 $565.29 Coherent, Inc. COHR Overweight $25.88 $631.21 Corning Incorporated GLW Market Weight $16.58 $26014.02 Danaher Corporation DHR Market Weight $71.17 $23932.19 EXFO Electro-Optical Engineering Inc. EXFO Overweight $3.74 $222.73 FARO Technologies, Inc. FARO Overweight $19.15 $308.2 FLIR Systems, Inc. FLIR Market Weight $28.79 $4614.66 Finisar Corporation FNSR Market Weight $9.11 $586.48 IPG Photonics Corporation IPGP Overweight $14.94 $697.62 Intermec Inc. IN Market Weight $12.24 $759.64 Ixia XXIA Overweight $6.49 $405.96 JDS Uniphase Corporation JDSU Overweight $7.43 $1616.03 Keithley Instruments, Inc. KEI Overweight $4.17 $65.52 LeCroy Corporation LCRY Market Weight $3.92 $48.08 NCR Corporation NCR Market Weight $9.67 $1549.13 National Instruments Corporation NATI Market Weight $28.32 $2211.88 Newport Corporation NEWP Market Weight $7.43 $269.07 Oclaro, Inc. OCLR Overweight $1.3 $242.06 Oplink Communications, Inc. OPLK Overweight $16.88 $357.4 Opnext, Inc. OPXT Overweight $1.75 $155.35 Rofin-Sinar Technologies Inc. RSTI Market Weight $22.53 $660.13 ScanSource, Inc. SCSC Market Weight $23.75 $637 Trimble Navigation Limited TRMB Market Weight $22.78 $2798.61 Zebra Technologies Corporation ZBRA Market Weight $27.02 $1596.42 Communications Equipment Hasan Imam , PhD tel 212.271.3462 Company Symbol Current Rating Price Market Cap(mn) ADTRAN, Inc. ADTN Overweight $21.02 $1346.75 ARRIS Group, Inc. ARRS Overweight $9.98 $1294.36 Ciena Corporation CIEN Market Weight $12.15 $1360.8 Cisco Systems, Inc. CSCO Overweight $23.38 $137263.98 Technology Communications Equipment Hasan Imam , PhD tel 212.271.3462 Company Symbol Current Rating Price Market Cap(mn) F5 Networks, Inc. FFIV Market Weight $47.73 $3799.93 Harmonic Inc. HLIT Market Weight $5.24 $506.88 Infinera Corp. INFN Market Weight $8.08 $802.29 Juniper Networks, Inc. JNPR Market Weight $25.67 $13813.85 L.M. Ericsson Telephone Company ERIC Market Weight $9.86 $31453.4 Polycom, Inc. PLCM Underweight $21.72 $1872.24 Riverbed Technology, Inc. RVBD Overweight $20.04 $1509.03 Starent Networks, Corp. STAR Overweight $34.49 $2615.76 Computer Systems and Storage Doug Reid , CFA tel 212.271.3841 Company Symbol Current Rating Price Market Cap(mn) 3PAR Inc. PAR Overweight $10.32 $661.55 Apple Inc. AAPL Overweight $200.59 $183414.28 Compellent Technologies Inc. CML Overweight $20.65 $636.02 Cray Inc. CRAY Overweight $6.9 $232.45 Dell Inc. DELL Market Weight $14.14 $27657.84 EMC Corporation EMC Overweight $16.75 $34604.68 Hewlett-Packard Company HPQ Overweight $49.07 $119387.31 NetApp Inc. NTAP Overweight $30.83 $10782.82 Netezza Corporation NZ Overweight $10.08 $641.72 Seagate Technology STX Overweight $15.54 $7738.14 Sun Microsystems, Inc. JAVA Market Weight $8.52 $6415.56 Super Micro Computer, Inc. SMCI Overweight $9.68 $388.56 Teradata Corporation TDC Market Weight $28.83 $5019.3 Ultratech, Inc. UTEK Market Weight $13.01 $309.7 Verigy Ltd. VRGY Overweight $10.25 $602.94 Western Digital Corporation WDC Overweight $37.5 $8625 Electronic Supply Chain Matthew Sheerin tel 212.271.3753 Company Symbol Current Rating Price Market Cap(mn) AVX Corporation AVX Market Weight $12.1 $2060.35 November 30, 2009 Additional information provided upon request. This document is intended solely as a summary of Thomas Weisel Partners LLC's Coverage List as of the date contained in this list. This document is not intended, nor is it to be construed, as an analysis or recommendation of any security that would be sufficient to form the basis for an investment decision. Investors who wish to make an investment decision with respect to any of the securities mentioned in this document should obtain and review specific research reports prepared by Thomas Weisel Partners LLC and available via password at tweisel.com. All information in this document is subject to change without notice. This document is not to be construed as a representation or as an offer or the solicitation of an offer by us to purchase or sell any security and should not be interpreted as such. From time to time, the Firm and/or its directors, officers, employees, or members of their immediate families may have a long or short position in the securities or instruments mentioned in this document. Moreover, the securities mentioned in this document may be sold to or purchased from customers or otherwise by the Firm or its directors, officers, employees, or members of their immediate families, as principal. In the United Kingdom, this document is intended only to be directed at market counterparties and intermediate customers. It is not intended to be directed at private customers, and it may not and is not intended to be distributed to or passed on, directly or indirectly, to private customers. The investments and/or services detailed in this document are available only to market counterparties and intermediate customers. Only market counterparties and intermediate customers may rely on this document. Private customers should not rely on the contents of this document. Thomas Weisel Partners International Limited, authorized by the FSA, has approved this document for the sole purpose of the financial promotion regime under Section 21 of the Financial Services and Markets Act of 2000. © Thomas Weisel Partners LLC, 2009. All rights reserved. Any unauthorized use, duplication or disclosure is prohibited by law and will result in prosecution. Source: Bridge and Thomas Weisel Partners LLC. It wasn't taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as 11/30/2009 Source: Factset and Thomas Weisel Partners LLC. It was taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as Page 1 of 12
Transcript of Thomas Weisel Partners Research 11.30.09
Technology
Applied TechnologiesAjit Pai tel 212.271.3695Company Symbol Current Rating Price Market Cap(mn)
Agilent Technologies, Inc. A Market Weight $28.85 $10097.5Checkpoint Systems, Inc. CKP Market Weight $14.22 $565.29Coherent, Inc. COHR Overweight $25.88 $631.21Corning Incorporated GLW Market Weight $16.58 $26014.02Danaher Corporation DHR Market Weight $71.17 $23932.19EXFO Electro-Optical Engineering Inc. EXFO Overweight $3.74 $222.73FARO Technologies, Inc. FARO Overweight $19.15 $308.2FLIR Systems, Inc. FLIR Market Weight $28.79 $4614.66Finisar Corporation FNSR Market Weight $9.11 $586.48IPG Photonics Corporation IPGP Overweight $14.94 $697.62Intermec Inc. IN Market Weight $12.24 $759.64Ixia XXIA Overweight $6.49 $405.96JDS Uniphase Corporation JDSU Overweight $7.43 $1616.03Keithley Instruments, Inc. KEI Overweight $4.17 $65.52LeCroy Corporation LCRY Market Weight $3.92 $48.08NCR Corporation NCR Market Weight $9.67 $1549.13National Instruments Corporation NATI Market Weight $28.32 $2211.88Newport Corporation NEWP Market Weight $7.43 $269.07Oclaro, Inc. OCLR Overweight $1.3 $242.06Oplink Communications, Inc. OPLK Overweight $16.88 $357.4Opnext, Inc. OPXT Overweight $1.75 $155.35Rofin-Sinar Technologies Inc. RSTI Market Weight $22.53 $660.13ScanSource, Inc. SCSC Market Weight $23.75 $637Trimble Navigation Limited TRMB Market Weight $22.78 $2798.61Zebra Technologies Corporation ZBRA Market Weight $27.02 $1596.42
Communications EquipmentHasan Imam , PhD tel 212.271.3462Company Symbol Current Rating Price Market Cap(mn)
ADTRAN, Inc. ADTN Overweight $21.02 $1346.75ARRIS Group, Inc. ARRS Overweight $9.98 $1294.36Ciena Corporation CIEN Market Weight $12.15 $1360.8Cisco Systems, Inc. CSCO Overweight $23.38 $137263.98
Technology
Communications EquipmentHasan Imam , PhD tel 212.271.3462Company Symbol Current Rating Price Market Cap(mn)
F5 Networks, Inc. FFIV Market Weight $47.73 $3799.93Harmonic Inc. HLIT Market Weight $5.24 $506.88Infinera Corp. INFN Market Weight $8.08 $802.29Juniper Networks, Inc. JNPR Market Weight $25.67 $13813.85L.M. Ericsson Telephone Company ERIC Market Weight $9.86 $31453.4Polycom, Inc. PLCM Underweight $21.72 $1872.24Riverbed Technology, Inc. RVBD Overweight $20.04 $1509.03Starent Networks, Corp. STAR Overweight $34.49 $2615.76
Computer Systems and StorageDoug Reid , CFA tel 212.271.3841Company Symbol Current Rating Price Market Cap(mn)
3PAR Inc. PAR Overweight $10.32 $661.55Apple Inc. AAPL Overweight $200.59 $183414.28Compellent Technologies Inc. CML Overweight $20.65 $636.02Cray Inc. CRAY Overweight $6.9 $232.45Dell Inc. DELL Market Weight $14.14 $27657.84EMC Corporation EMC Overweight $16.75 $34604.68Hewlett-Packard Company HPQ Overweight $49.07 $119387.31NetApp Inc. NTAP Overweight $30.83 $10782.82Netezza Corporation NZ Overweight $10.08 $641.72Seagate Technology STX Overweight $15.54 $7738.14Sun Microsystems, Inc. JAVA Market Weight $8.52 $6415.56Super Micro Computer, Inc. SMCI Overweight $9.68 $388.56Teradata Corporation TDC Market Weight $28.83 $5019.3Ultratech, Inc. UTEK Market Weight $13.01 $309.7Verigy Ltd. VRGY Overweight $10.25 $602.94Western Digital Corporation WDC Overweight $37.5 $8625
Electronic Supply ChainMatthew Sheerin tel 212.271.3753Company Symbol Current Rating Price Market Cap(mn)
AVX Corporation AVX Market Weight $12.1 $2060.35
November 30, 2009
Additional information provided upon request.This document is intended solely as a summary of Thomas Weisel Partners LLC's Coverage List as of the date contained in this list. This document is not intended, nor is it to be construed,as an analysis or recommendation of any security that would be sufficient to form the basis for an investment decision. Investors who wish to make an investment decision with respect toany of the securities mentioned in this document should obtain and review specific research reports prepared by Thomas Weisel Partners LLC and available via password at tweisel.com.All information in this document is subject to change without notice. This document is not to be construed as a representation or as an offer or the solicitation of an offer by us to purchase orsell any security and should not be interpreted as such. From time to time, the Firm and/or its directors, officers, employees, or members of their immediate families may have a long orshort position in the securities or instruments mentioned in this document. Moreover, the securities mentioned in this document may be sold to or purchased from customers or otherwise bythe Firm or its directors, officers, employees, or members of their immediate families, as principal. In the United Kingdom, this document is intended only to be directed at marketcounterparties and intermediate customers. It is not intended to be directed at private customers, and it may not and is not intended to be distributed to or passed on, directly or indirectly, toprivate customers. The investments and/or services detailed in this document are available only to market counterparties and intermediate customers. Only market counterparties andintermediate customers may rely on this document. Private customers should not rely on the contents of this document.Thomas Weisel Partners International Limited, authorized by the FSA, has approved this document for the sole purpose of the financial promotion regime under Section 21 of the Financial Servicesand Markets Act of 2000.© Thomas Weisel Partners LLC, 2009. All rights reserved. Any unauthorized use, duplication or disclosure is prohibited by law and will result in prosecution.Source: Bridge and Thomas Weisel Partners LLC. It wasn't taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as 11/30/2009Source: Factset and Thomas Weisel Partners LLC. It was taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as Page 1 of 12
Technology
Electronic Supply ChainMatthew Sheerin tel 212.271.3753Company Symbol Current Rating Price Market Cap(mn)
Agilysys, Inc. AGYS Suspended Rating $7.87 $193.21Amphenol APH Overweight $41.35 $7191.95Arrow Electronics, Inc. ARW Market Weight $26.49 $3199.59Avnet, Inc. AVT Market Weight $27.15 $4144.04Celestica Inc. CLS Market Weight $8.25 $1911.53Flextronics International Ltd. FLEX Overweight $7.14 $5835.24Ingram Micro Inc. IM Market Weight $17.4 $2901.25Insight Enterprises, Inc. NSIT Market Weight $10.65 $494.64Jabil Circuit, Inc. JBL Market Weight $13.34 $2786.01Merix Corporation MERX Market Weight $1.74 $37.54Molex Incorporated MOLX Market Weight $18.88 $3275.42Motorola, Inc. MOT Overweight $8.2 $19019.9Multi-Fineline Electronix Inc. MFLX Overweight $25.15 $644.45Nu Horizons Electronics Corp. NUHC Overweight $4.03 $73.17Palm, Inc. PALM Market Weight $11 $1551.03Research In Motion RIMM Overweight $58.14 $33347.07SYNNEX Corp. SNX Market Weight $28.21 $975.92TTM Technologies, Inc. TTMI Overweight $10.41 $453.16Tech Data Corporation TECD Market Weight $42.64 $2181.38Tyco Electronics TEL Overweight $23.46 $10815.06Vishay Intertechnology, Inc. VSH Overweight $7.17 $1339.53
Information & Financial Technology ServicesDavid Grossman tel 415.364.2541Company Symbol Current Rating Price Market Cap(mn)
Accenture Ltd. ACN Market Weight $40.51 $31552.4Affiliated Computer Services, Inc. ACS Overweight $55.54 $5447.97Automatic Data Processing, Inc. ADP Overweight $43.53 $21926.06Bottomline Technologies, Inc. EPAY Market Weight $15.3 $383.68Computer Sciences Corporation CSC Overweight $54.26 $8362.88Echo Global Logistics, Inc. ECHO Overweight $12.686 $280.36ExlService Holdings, Inc. EXLS Overweight $16.15 $474.3Infosys Technologies Limited INFY Market Weight $50.57 $28877.49International Business Machines Corporation IBM Overweight $125.7 $168211.74Paychex, Inc. PAYX Market Weight $31.33 $11321.47Sapient Corporation SAPE Overweight $7.38 $998.67The Nasdaq OMX Group, Inc. NDAQ Overweight $18.78 $4037.83
Semiconductors: Analog & Mixed SignalTore Svanberg tel 415.364.7461Company Symbol Current Rating Price Market Cap(mn)
Advanced Analogic Technologies Incorporated AATI Overweight $3.31 $142.18Atheros Communications, Inc. ATHR Overweight $28.06 $1801.87Cirrus Logic, Inc. CRUS Overweight $5.31 $347.66Entropic Communications, Inc. ENTR Market Weight $2.84 $211.46Hittite Microwave Corporation HITT Overweight $37.69 $1128.17
Technology
Semiconductors: Analog & Mixed SignalTore Svanberg tel 415.364.7461Company Symbol Current Rating Price Market Cap(mn)
Intersil Corporation ISIL Market Weight $12.92 $1580.12Linear Technology Corporation LLTC Overweight $26.91 $6106.12MEMSIC, Inc. MEMS Suspended Rating $3.2 $77.13Maxim Integrated Products, Inc. MXIM Overweight $17.79 $5553.36Micrel, Inc. MCRL Overweight $7.05 $440.94Microsemi Corporation MSCC Overweight $15.43 $1246.44Monolithic Power Systems, Inc. MPWR Overweight $21.78 $811.24National Semiconductor Corp. NSM Market Weight $14.47 $3442.41O2Micro International Ltd. OIIM Overweight $4.33 $163.22Power Integrations, Inc. POWI Overweight $33.5 $901.28RF Micro Devices, Inc. RFMD Market Weight $4.3 $1284.27Silicon Laboratories Inc. SLAB Overweight $42.6 $2015.92Skyworks Solutions, Inc. SWKS Market Weight $12.26 $2171.49Supertex, Inc. SUPX Market Weight $23.95 $311.04Techwell,Inc. TWLL Overweight $11.27 $251.49Texas Instruments Incorporated TXN Overweight $25.25 $32017Volterra Semiconductor Corporation VLTR Market Weight $16.63 $411.93
Semiconductors: Processors & ComponentsKevin Cassidy tel 212.271.3864Company Symbol Current Rating Price Market Cap(mn)
Advanced Micro Devices, Inc. AMD Market Weight $6.85 $4753.9Broadcom Corporation BRCM Overweight $28.97 $15106.2Cavium Networks, Inc. CAVM Market Weight $20.2 $928.7Fairchild Semiconductor International, Inc. FCS Underweight $8 $1020Intel Corporation INTC Overweight $19.11 $107321.76Marvell Technology Group Ltd. MRVL Overweight $15.63 $10187.02Mellanox Technologies, Ltd. MLNX Overweight $18.17 $636.5Microchip Technology Incorporated MCHP Overweight $26.05 $4821.86Micron Technology, Inc. MU Overweight $7.3 $6163.39NVIDIA Corporation NVDA Overweight $12.79 $7331.11NetLogic Microsystems, Inc. NETL Overweight $40.38 $995.97On Semiconductor Corporation. ONNN Overweight $7.58 $1735.82PMC-Sierra, Inc. PMCS Market Weight $8 $1854.9SMART Modular Technologies, Inc. SMOD Overweight $4.59 $292.04STEC, Inc. STEC Overweight $12.24 $639.41SanDisk Corporation SNDK Overweight $19.66 $4580.01Synaptics, Inc. SYNA Overweight $26.75 $962.14TranSwitch Corporation TXCCD Market Weight $2.7 $53.87
Software: ApplicationsBlair Abernethy , CFA tel 416.815.3050Company Symbol Current Rating Price Market Cap(mn)
ANSYS, Inc. ANSS Market Weight $38.66 $3542.8Adobe Systems Incorporated ADBE Overweight $35.38 $18815.4Autodesk, Inc. ADSK Market Weight $23.62 $5486.93
November 30, 2009
Source: Bridge and Thomas Weisel Partners LLC. It wasn't taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as 11/30/2009Source: Factset and Thomas Weisel Partners LLC. It was taking space,I added this invisible text with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as white so that thertext with color as Page 2 of 12
Technology
Software: ApplicationsBlair Abernethy , CFA tel 416.815.3050Company Symbol Current Rating Price Market Cap(mn)
Axia NetMedia Corporation AXX-T Overweight C$1.39 C$89.9Cyberplex Inc. CX-T Overweight C$1.23 C$86.87Descartes Systems Group Inc. DSGX Overweight $4.91 $304.23MacDonald, Dettwiler and Associates Ltd. MDA-T Overweight C$42 C$1709.25OpenText Corp. OTEX Market Weight $36.78 $2092.08Parametric Technology Corporation PMTC Overweight $15 $1790.69Peer 1 Network Enterprises, Inc. PIX-T Overweight C$1.12 C$138.09SXC Health Solutions Corp. SXCI Market Weight $51.23 $1337.57
Software: Applications & CommunicationsTom Roderick tel 415.364.5952Company Symbol Current Rating Price Market Cap(mn)
Amdocs Limited DOX Overweight $26.34 $5396.62Blackbaud, Inc. BLKB Market Weight $21.59 $946.2Blackboard Inc. BBBB Overweight $41.75 $1379.64CSG Systems International, Inc. CSGS Market Weight $16.35 $562.88Comverse Technology, Inc. CMVT Overweight $8.9 $1862.77Constant Contact, Inc. CTCT Overweight $17.82 $526.92DealerTrack Holdings, Inc. TRAK Market Weight $17.52 $690.91Informatica Corporation INFA Overweight $22.25 $2334.83Netsuite, Inc. N Market Weight $14.03 $911.59Nuance Communications, Inc. NUAN Overweight $15 $4289.22Openwave Systems Inc. OPWV Market Weight $2.36 $196.58PROS Holdings, Inc. PRO Overweight $7.49 $198.4RightNow Technologies, Inc. RNOW Market Weight $14.35 $465.28SAP AG SAP Market Weight $47.76 $56738.88Salary.com, Inc. SLRY Overweight $2.85 $46.07SoundBite Communications, Inc. SDBT Market Weight $2.875 $46.37Synchronoss Technologies, Inc. SNCR Overweight $13.54 $424.55Vocus, Inc. VOCS Overweight $16.36 $323.46salesforce.com CRM Overweight $63.25 $8133.7
Software: InfrastructureTim Klasell tel 415.364.2949Company Symbol Current Rating Price Market Cap(mn)
Akamai Technologies, Inc. AKAM Market Weight $23.92 $4503.49BMC Software, Inc. BMC Overweight $38.49 $7197.63Citrix Systems, Inc. CTXS Market Weight $37.88 $7058.33CommVault Systems, Inc. CVLT Market Weight $20.68 $924.29Digital River Inc. DRIV Market Weight $25.74 $980.51Double-Take Software, Inc. DBTK Overweight $8.99 $210LogMeIn, Inc. LOGM Overweight $16.69 $405.22McAfee, Inc. MFE Market Weight $39.92 $6384.21Microsoft Corporation MSFT Overweight $29.22 $262483.26Oracle Corporation ORCL Overweight $22.09 $110740.88Quest Software, Inc. QSFT Market Weight $16.88 $1550.36
Technology
Software: InfrastructureTim Klasell tel 415.364.2949Company Symbol Current Rating Price Market Cap(mn)
Red Hat, Inc. RHT Market Weight $26.8 $5163.26SolarWinds, Inc. SWI Overweight $18.51 $1332.72Symantec Corporation SYMC Overweight $17.69 $14338.81TIBCO Software Inc. TIBX Market Weight $8.64 $1487.76VMware Inc. VMW Market Weight $41.3 $16639.27
November 30, 2009
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Internet, Media and Telecom
Broadcasting and Entertainment and Media & EntertainmentBenjamin Mogil tel 416.815.3078Company Symbol Current Rating Price Market Cap(mn)
Astral Media Inc. ACM.A-T Overweight C$32 C$1797.44Central European Media Enterprises Ltd. CETV Underweight $24.87 $1525.45Cinemark Holdings Inc. CNK Overweight $12.44 $1373.03Cineplex Galaxy Income Fund CGX.UN-T Overweight C$17.16 C$976.42Corus Entertainment Inc. CJR.B-T Market Weight C$18.5 C$1480.65DreamWorks Animation DWA Market Weight $32.53 $2834.31Lions Gate Entertainment Corp. LGF Market Weight $4.89 $678.4Live Nation LYV Overweight $7.21 $668.49Marvel Entertainment, Inc. MVL Market Weight $52.05 $4076.3National CineMedia, Inc. NCMI Market Weight $14.81 $1523.95RHI Entertainment, Inc. RHIE Underweight $.625 $14Regal Entertainment Group RGC Market Weight $13.44 $2069.76Shaw Communications Inc. SJR.B-T Overweight C$20.47 C$8804.49Ticketmaster Entertainment TKTM Overweight $10.58 $633.4Viacom Inc. VIA.B Market Weight $30.03 $18276.26Yellow Pages Income Fund YLO.UN-T Underweight C$5.3 C$2703.16
Internet ServicesChrista Quarles , CFA tel 415.364.7154Company Symbol Current Rating Price Market Cap(mn)
Dice Holdings, Inc. DHX Market Weight $5.41 $355.22GSI Commerce, Inc. GSIC Overweight $22.07 $1267.04Google Inc. GOOG Overweight $579.76 $185375.94Internet Brands, Inc. INET Overweight $7.39 $343.94Marchex, Inc. MCHX Market Weight $4.41 $159.57Monster Worldwide, Inc. MWW Overweight $14.92 $1817.39Netflix, Inc. NFLX Overweight $57.85 $3351.71ValueClick, Inc. VCLK Market Weight $9.65 $847.17Yahoo! Inc. YHOO Market Weight $15 $21372.81eBay Inc. EBAY Market Weight $23.22 $30447.78
Telecom ServicesJames Breen , CFA tel 617.488.4107Company Symbol Current Rating Price Market Cap(mn)
AT&T Inc. T Market Weight $26.99 $159834.78América Móvil, S.A. de C.V. AMX Market Weight $48.35 $78568.75BCE Inc. BCE Overweight $26.09 $20016.25Cbeyond, Inc. CBEY Overweight $12.9 $373.04Cogent Communications Group, Inc. CCOI Overweight $8.25 $362.13Equinix, Inc. EQIX Market Weight $97.28 $3880.21Internap Network Services Corp. INAP Market Weight $3.67 $182.17Leap Wireless International, Inc. LEAP Market Weight $14.2 $1073.49Level 3 Communications, Inc. LVLT Underweight $1.2 $1965.27MetroPCS Communications Inc. PCS Market Weight $6.32 $2245.87NII Holdings, Inc. NIHD Overweight $30.23 $5266.07NaviSite Inc. NAVI Overweight $1.95 $81.12
Internet, Media and Telecom
Telecom ServicesJames Breen , CFA tel 617.488.4107Company Symbol Current Rating Price Market Cap(mn)
Neutral Tandem, Inc. TNDM Overweight $23.4 $799.84Qwest Communications International Inc. Q Market Weight $3.8 $6534.11RCN Corporation RCNI Market Weight $8.63 $305.12RRSat Global Communications Network Ltd. RRST Overweight $11.88 $206.89Rackspace Hosting Inc. RAX Overweight $18.23 $2354.59Rogers Communications Inc. RCI Overweight $30.2 $18603.2SAVVIS Inc. SVVS Overweight $12.77 $689.07Sprint Nextel Corporation S Market Weight $3.75 $10788.75TELUS Corporation TU Market Weight $30.5 $9699TW Telecom, Inc. TWTC Market Weight $14.54 $2180.3Verizon Communications Inc. VZ Market Weight $31.63 $89860.83
November 30, 2009
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Healthcare
BiotechnologyStephen Willey tel 212.271.3620Company Symbol Current Rating Price Market Cap(mn)
Affymax, Inc. AFFY Overweight $21.06 $399.11Alexion Pharmaceuticals, Inc. ALXN Overweight $44.62 $3901.89Alnylam Pharmaceuticals, Inc. ALNY Market Weight $16.78 $699.86Amgen Inc. AMGN Overweight $56.5 $57686.5Anadys Pharmaceuticals Inc. ANDS Overweight $2.29 $85.44Array BioPharma Inc. ARRY Overweight $1.82 $87.61BioMarin Pharmaceutical Inc. BMRN Market Weight $16.46 $1677.37Biogen Idec Inc. BIIB Market Weight $46.92 $13655.46Celgene Corporation CELG Overweight $54.97 $25674.12Cubist Pharmaceuticals, Inc. CBST Market Weight $16.61 $960.76Genzyme Corporation GENZ Overweight $51.07 $13979.95Gilead Sciences, Inc. GILD Overweight $46.56 $43413.66Human Genome Sciences, Inc. HGSI Overweight $27.11 $4188.85ISIS Pharmaceuticals Inc. ISIS Overweight $11 $1081.52Idenix Pharmaceuticals, Inc. IDIX Overweight $1.84 $116.83InterMune, Inc. ITMN Overweight $10.51 $477.48Lexicon Pharmaceuticals LXRX Overweight $1.44 $253.02Medarex, Inc. MEDX Suspended Rating $0Neurocrine Biosciences, Inc. NBIX Market Weight $2.11 $82.49OSI Pharmaceuticals, Inc. OSIP Market Weight $33.11 $1921.94OncoGenex Pharmaceuticals OGXI Overweight $30.92 $186.6Onyx Pharmaceuticals ONXX Market Weight $28.19 $1708.99Rigel Pharmaceuticals, Inc. RIGL Overweight $7.7 $293.64Theravance, Inc. THRX Overweight $13.13 $830.29Vertex Pharmaceuticals Inc. VRTX Overweight $39 $6970.67Vical Incorporated VICL Overweight $2.95 $150.78ViroPharma Incorporated VPHM Overweight $7.51 $668.36
Healthcare Information Technology and Pharmaceutical ServicesSteven Halper tel 212.271.3807Company Symbol Current Rating Price Market Cap(mn)
Allscripts-Misys Healthcare Solutions, Inc. MDRX Market Weight $19.4 $2871.2AmerisourceBergen Corporation ABC Market Weight $24.86 $7350.73CVS Caremark Corp. CVS Overweight $31.2 $45080.88Cardinal Health, Inc. CAH Market Weight $32.03 $11501.97CardioNet, Inc. BEAT Market Weight $4.78 $113.83Cerner Corporation CERN Overweight $75.38 $6344.89Eclipsys Corporation ECLP Market Weight $18.6 $1059.87Express Scripts, Inc. ESRX Overweight $85.74 $23784.28IMS Health Incorporated RX Suspended Rating $21.38 $3908.26McKesson Corporation MCK Market Weight $62.75 $17005.25MedAssets Inc MDAS Overweight $23.09 $1335.87Medco Health Solutions, Inc. MHS Overweight $62.49 $30288.9Omnicell, Inc. OMCL Market Weight $10.28 $332.87Pharmaceutical Product Development, Inc. PPDI Market Weight $21.41 $2538.73Phase Forward Incorporated PFWD Overweight $15.48 $689.12
Healthcare
Healthcare Information Technology and Pharmaceutical ServicesSteven Halper tel 212.271.3807Company Symbol Current Rating Price Market Cap(mn)
Quality Systems, Inc. QSII Market Weight $59.94 $1722.8Shoppers Drug Mart Corp. SC-T Overweight C$43.27 C$9411.23Vital Images, Inc. VTAL Overweight $12.31 $174.85Walgreen Co. WAG Overweight $39.01 $38736.93athenahealth, Inc. ATHN Overweight $41.83 $1459.87eHealth, Inc. EHTH Overweight $13.07 $328.74
Healthcare Services and Pharmaceutical ServicesAlan Fishman tel 212.271.3679Company Symbol Current Rating Price Market Cap(mn)
Emergency Medical Services Corporation EMS Overweight $47.81 $2092.63HealthSouth Corporation HLS Overweight $17.89 $1828.36IPC The Hospitalist Company, Inc IPCM Market Weight $31.9 $524.94Lincare Holdings Inc. LNCR Overweight $35.56 $2403.31MEDNAX, INC. MD Market Weight $56.01 $2613.65Omnicare, Inc. OCR Overweight $23.17 $2737.42PharMerica Corporation PMC Market Weight $14.81 $451.83Psychiatric Solutions, Inc. PSYS Overweight $21.92 $1234.97RehabCare Group, Inc. RHB Overweight $27.97 $511.35
Life Science and Medical TechnologyPeter Lawson , DPhil(Oxon) tel 212.271.3859Company Symbol Current Rating Price Market Cap(mn)
Affymetrix, Inc. AFFX Market Weight $4.74 $326.11American Medical Systems Holdings, Inc. AMMD Market Weight $17.57 $1317.71Beckman Coulter, Inc. BEC Overweight $65.33 $4235.21Becton, Dickinson and Company BDX Market Weight $74.72 $18310.58Celera Corporation CRA Overweight $6.3 $515.72Cepheid CPHD Overweight $12.92 $753.69Dionex Corporation DNEX Market Weight $69.86 $1264.96Gen-Probe Incorporated GPRO Market Weight $41.99 $2105.21Genomic Health, Inc. GHDX Overweight $18.95 $541.57Life Technologies Corporation LIFE Market Weight $49.95 $8724.92Luminex Corporation LMNX Market Weight $13.71 $557.46Masimo Corporation MASI Overweight $26.21 $1576.72Merit Medical Systems, Inc. MMSI Overweight $16.89 $484.57Mettler-Toledo International Inc. MTD Market Weight $98.94 $3404.89Millipore Corporation MIL Market Weight $67.85 $3798.24PerkinElmer, Inc. PKI Overweight $18.99 $2215.01Qiagen N.V. QGEN Overweight $21.97 $4576.7SonoSite SONO Overweight $22.65 $399.07Thermo Fisher Scientific, Inc TMO Overweight $47.48 $19379.1TomoTherapy Incorporated TOMO Market Weight $3.16 $169.53Varian, Inc. VARI Suspended Rating $51.2 $1479.88Waters Corporation WAT Overweight $59.02 $5696.2
November 30, 2009
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Healthcare
Pharmaceuticals: SpecialtyAnnabel Samimy tel 212.271.3823Company Symbol Current Rating Price Market Cap(mn)
Allergan, Inc. AGN Overweight $58.29 $17836.74Auxilium Pharmaceuticals, Inc. AUXL Overweight $34.65 $1481.7Cephalon, Inc. CEPH Overweight $55.23 $4331.74Corcept Therapeutics Incorporated CORT Overweight $2.075 $103.26Endo Pharmaceuticals ENDP Overweight $22.6 $2640.65Eurand N.V. EURX Overweight $12.25 $560.75Forest Laboratories, Inc. FRX Market Weight $30.56 $9275.88ISTA Pharmaceuticals, Inc. ISTA Overweight $4.21 $139.99Medicis Pharmaceutical Corporation MRX Overweight $23.61 $1494.91Obagi Medical Products, Inc. OMPI Market Weight $10.87 $240.58Santarus, Inc. SNTS Overweight $4 $240.44
November 30, 2009
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Energy
Alternative EnergyDilip Warrier tel 415.364.2983Company Symbol Current Rating Price Market Cap(mn)
Ener1, Inc. HEV Market Weight $5.63 $660.05Exide Technologies. XIDE Overweight $7.63 $578.96Fuel Systems Solutions, Inc. FSYS Overweight $48.56 $858.7Magma Energy Corp. MXY-T Market Weight C$1.8 C$416Maxwell Technologies, Inc. MXWL Overweight $16.8 $431.31Ormat Technologies, Inc. ORA Market Weight $40.29 $1829.69Quantum Fuel Systems TechnologiesWorldwide, Inc. QTWW Overweight $1.24 $121.06
U.S. Geothermal, Inc. HTM Overweight $1.55 $96.16UQM Technologies, Inc. UQM Overweight $4.67 $166.87Westport Innovations Inc. WPRT Market Weight $11.93 $386.01ZENN Motor Company ZNN-V Market Weight C$3.7 C$126.99
Alternative EnergyJeff Osborne tel 212.271.3577Company Symbol Current Rating Price Market Cap(mn)
BTU International, Inc. BTUI Market Weight $4.06 $37.33Ballard Power Systems Inc. BLDP Market Weight $2.23 $187.22Comverge, Inc. COMV Overweight $10.27 $221.33EnerNOC, Inc. ENOC Overweight $26.95 $591.24First Solar, Inc. FSLR Overweight $120.3 $10332.81Fuel Tech, Inc. FTEK Market Weight $9.01 $217.52FuelCell Energy, Inc. FCEL Overweight $3.13 $233.16GT Solar International, Inc. SOLR Overweight $4.83 $690.74Itron, Inc. ITRI Underweight $60.47 $2446.37JA Solar Holdings Co. Ltd. JASO Underweight $3.83 $653.08MEMC Electronic Materials Inc. WFR Overweight $12.06 $2696.62Metabolix, Inc. MBLX Market Weight $11.21 $258Metalico, Inc. MEA Overweight $3.97 $172.83Orion Energy Systems, Inc. OESX Market Weight $3.39 $73.59Plug Power Inc. PLUG Market Weight $.7801 $100.91Satcon Technology SATC Market Weight $1.97 $207.66SunPower Corporation SPWRA Market Weight $20.05 $1931.2Suntech Power Holdings Co., Ltd. STP Underweight $14.18 $2730.65
Energy Equipment and ServicesDana Benner , CFA tel 403.268.9168Company Symbol Current Rating Price Market Cap(mn)
Akita Drilling Ltd. AKT.A-T Underweight C$9.305 C$145.4Calfrac Well Services Ltd. CFW-T Overweight C$19.19 C$775.76Cathedral Energy Services Income Trust CET.UN-T Overweight C$3.93 C$134.14Enerflex Systems Income Fund EFX.UN-T Suspended Rating C$13.8 C$576.01Ensign Energy Services Ltd. ESI-T Market Weight C$14.54 C$2099.07Flint Energy Services Ltd. FES-T Overweight C$9.95 C$426.74Horizon North Logistics Inc. HNL-T Overweight C$1.4 C$147.89Mullen Group Ltd. MTL-T Overweight C$15.76 C$1270.34
Energy
Energy Equipment and ServicesDana Benner , CFA tel 403.268.9168Company Symbol Current Rating Price Market Cap(mn)
Pason Systems Inc. PSI-T Underweight C$10.9 C$837.22Precision Drilling Trust PD.UN-T Overweight C$6.94 C$1912.21Pure Energy Services Ltd. PSV-T Market Weight C$2.05 C$48.67Savanna Energy Services Corp. SVY-T Market Weight C$6.49 C$483.76ShawCor Ltd. SCL.A-T Overweight C$28.6 C$1548.43Total Energy Services TOT-T Overweight C$4.68 C$128.72Trican Well Service Ltd. TCW-T Market Weight C$12.55 C$1486.26Trinidad Drilling Ltd. TDG-T Overweight C$6.49 C$739.24Xtreme Coil Drilling Corp. XDC-T Market Weight C$4.97 C$247.69
International Oil & GasDavid Dudlyke tel +44 207.877.4410Company Symbol Current Rating Price Market Cap(mn)
BPZ Energy BPZ Overweight $7.4 $851.59Bankers Petroleum Ltd BNK-T Overweight C$5.16 C$1162.98Canoro Resources CNS-V Market Weight C$.13 C$14.78Coastal Energy Company CEN-V Overweight C$5.11 C$507.84Gran Tierra Energy GTE-T Overweight C$6.07 C$1447.61Pacific Rubiales Energy PRE-T Overweight C$15.24 C$3270.14Petrolifera Petroleum Ltd. PDP-T Overweight C$.85 C$101.38Petrominerales Ltd. PMG-T Overweight C$17.3 C$1728.84Stratic Energy Corporation SE-V Market Weight C$.195 C$53.16Verenex Energy Inc. VNX-T Suspended Rating C$7.1 C$314.3Xcite Energy limited XEL-V Overweight C$.69 C$49.37
International Oil & GasThomas Martin tel +44.207.877.4411Company Symbol Current Rating Price Market Cap(mn)
Cirrus Energy CYR-V Overweight C$2.8 C$197.32Ithaca Energy IAE-V Overweight C$.87 C$141.17Sterling Resources SLG-V Overweight C$1.73 C$226.62Toreador Resources TRGL Overweight $8.32 $178.83WesternZagros Resources Ltd. WZR-V Overweight C$.64 C$132.78
Oil & Gas Exploration and ProductionKurt Molnar tel 403.268.9156Company Symbol Current Rating Price Market Cap(mn)
ARC Energy Trust AET.UN-T Overweight C$19.92 C$4674.59Advantage Oil and Gas Ltd. AAV-T Overweight C$6.08 C$987.86Birchcliff Energy BIR-T Overweight C$7.62 C$939.3Celtic Exploration Ltd. CLT-T Overweight C$18.6 C$827.35Crescent Point Energy CPG-T Overweight C$39.4 C$6592.26Crew Energy Ltd. CR-T Overweight C$11.86 C$926.11Daylight Resources Trust DAY.UN-T Overweight C$9.07 C$1110.5Delphi Energy Corp. DEE-T Overweight C$1.68 C$155.09Galleon Energy Ltd. GO-T Market Weight C$4.79 C$397.05
November 30, 2009
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Energy
Oil & Gas Exploration and ProductionKurt Molnar tel 403.268.9156Company Symbol Current Rating Price Market Cap(mn)
Orleans Energy Ltd. OEX-T Overweight C$2.25 C$139.61Painted Pony Petroleum Ltd. PPY.A-T Overweight C$5.8 C$204.29Paramount Resources Ltd POU-T Overweight C$13.14 C$866.7Peyto Energy Trust PEY.UN-T Overweight C$11.75 C$1350.31Progress Energy Resources. PRQ-T Market Weight C$13.11 C$2164.8Storm Exploration Inc. SEO-T Market Weight C$12.53 C$584.76Trilogy Energy Trust TET.UN-T Overweight C$7.55 C$748.92
Oil & Gas Exploration and ProductionMichael Scialla tel 720.479.2435Company Symbol Current Rating Price Market Cap(mn)
Brigham Exploration Company BEXP Overweight $10.34 $855.7Concho Resources Inc. CXO Overweight $41.02 $3489.2Denbury Resources Inc. DNR Overweight $13.39 $3376.81GMX Resources Inc. GMXR Overweight $11.88 $215.42Goodrich Petroleum Corporation GDP Market Weight $22.47 $803.77Kodiak Oil & Gas Corp. KOG Overweight $2.39 $250.55Quicksilver Resources Inc. KWK Market Weight $13.44 $2425.57Range Resources Corporation RRC Overweight $47.93 $7412.52Rex Energy Corporation REXX Overweight $9 $331.6Southwestern Energy Company SWN Overweight $43.86 $15307.15St. Mary Land & Exploration Company SM Market Weight $32.27 $2017.04Ultra Petroleum Corp. UPL Overweight $47.5 $7193.45Venoco Inc. VQ Overweight $11.43 $580.94Whiting Petroleum Corporation WLL Overweight $62.34 $3190.19
November 30, 2009
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Metals and Mining
Base Metals and UraniumSimon Tonkin tel 416.815.3115Company Symbol Current Rating Price Market Cap(mn)
Bannerman Resources Limited BAN-T Overweight C$1.15CIC Energy Corp. ELC-T Overweight C$1.87 C$100.42Cameco Corp CCO-T Market Weight C$30.36 C$11237.09Duluth Metals Limited DM-T Overweight C$1.39 C$105.69Extract Resources Limited EXT-T Overweight C$7.9GlobeStar Mining Corporation GMI-T Market Weight C$1.03 C$108.39Mantra Resources Limited MRU-A Overweight A$4.16Mega Uranium Ltd. MGA-T Overweight C$.75 C$140.85Paladin Energy Limited PDN-T Overweight C$3.94 C$2419.5Quadra Mining Limited QUA-T Market Weight C$12.59 C$1190.55Uranium One UUU-T Overweight C$3.05 C$1431.98Uranium Participation Corp. U-T Overweight C$6.72 C$486.01
Basic MaterialsHorst Hueniken , CFA tel 416.815.1633Company Symbol Current Rating Price Market Cap(mn)
Agrium Inc. AGU Underweight $54.95 $8682.1Intrepid Potash, Inc. IPI Market Weight $30.98 $2325.23Potash Corporation of Saskatchewan Inc. POT Overweight $111.64 $33930.41Potash One Inc. KCL-T Overweight C$2.5 C$129.31The Mosaic Company MOS Overweight $54.35 $24256.41
Gold & Precious MetalsAndrew Mikitchook , P.Eng., CFA tel 416.815.1622Company Symbol Current Rating Price Market Cap(mn)
Agnico-Eagle Mines Ltd. AEM Market Weight $62.42 $9754.29Centamin Egypt Limited CEE-T Overweight C$2.22 C$2253.83Colossus Minerals CSI-T Overweight C$5.75 C$336.38Detour Gold DGC-T Market Weight C$16.6 C$747Gammon Gold Inc. GRS Market Weight $11.15 $1377.21Guyana Goldfields Inc. GUY-T Overweight C$7.12 C$464.09OceanaGold Corporation OGC-T Market Weight C$1.84 C$342.02Osisko Mining Corp. OSK-T Overweight C$7.74 C$1281.97Platinum Group Metals PTM-T Overweight C$1.7 C$157.79Premier Gold Mines Limited PG-T Overweight C$3.79 C$301.68Queenston Mining QMI-T Overweight C$5.55 C$320.38Red Back Mining RBI-T Overweight C$15.03 C$3459.78Rubicon Minerals Corporation RBY Overweight $4.29 $826.89SEMAFO Inc. SMF-T Overweight C$4.52 C$1132.65
Gold & Precious MetalsHeather Douglas , CFA tel 416.815.3108Company Symbol Current Rating Price Market Cap(mn)
Barrick Gold Corporation ABX Overweight $42.54 $41816.82Eldorado Gold Corporation EGO Market Weight $13.32 $5215.89European Goldfields Ltd. EGU-T Overweight C$7.33 C$1323.16
Metals and Mining
Gold & Precious MetalsHeather Douglas , CFA tel 416.815.3108Company Symbol Current Rating Price Market Cap(mn)
Goldcorp Inc. GG Market Weight $42.44 $31095.62Great Basin Gold Ltd. GBG-T Overweight C$1.64 C$547.25IAMGOLD Corporation IAG Overweight $18.68 $6865.33International Tower Hill Mines Ltd. ITH-T Overweight C$7.14 C$285.2Kinross Gold Corporation KGC Market Weight $19.37 $13476.56Newmont Mining Corporation NEM Overweight $53.35 $26141.5Randgold Resources GOLD Overweight $85.26 $6890.8Yamana Gold Inc. AUY Market Weight $13.18 $9663.77
November 30, 2009
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Consumer
Retailing: HardlinesChristian Buss tel 212.271.3716Company Symbol Current Rating Price Market Cap(mn)
Asbury Automotive Group, Inc. ABG Market Weight $10.65 $340.8Bed Bath & Beyond Inc. BBBY Market Weight $36.99 $9615.18Best Buy Co., Inc. BBY Market Weight $42.83 $18288.41Lumber Liquidators Inc. LL Overweight $24.04 $670.54Penske Automotive Group, Inc. PAG Overweight $14.9 $1364.17PetSmart, Inc. PETM Overweight $26 $3163.19Tractor Supply Company TSCO Overweight $47.25 $1702.61U.S. Auto Parts Network, Inc. PRTS Market Weight $4.67 $144.79Williams-Sonoma, Inc. WSM Market Weight $20.87 $2267.02hhgregg, Inc HGG Overweight $18.9 $697.84
Retailing: SoftlinesLiz Dunn tel 212.271.3806Company Symbol Current Rating Price Market Cap(mn)
Abercrombie & Fitch Co. ANF Market Weight $39.97 $3546.54Aeropostale, Inc. ARO Market Weight $31.49 $2150.67American Eagle Outfitters, Inc. AEO Market Weight $15.03 $3147.18AnnTaylor Stores Corporation ANN Overweight $14.24 $826.45Cache, Inc. CACH Market Weight $4.23 $53.92Chico's FAS, Inc. CHS Market Weight $14.3 $2563.29Coach, Inc. COH Overweight $35.29 $11358.62Coldwater Creek Inc. CWTR Market Weight $4.43 $405.98J. C. Penney Company, Inc. JCP Market Weight $29.57 $7025.83Kohl's Corporation KSS Overweight $54.45 $16770.6Macy's, Inc. M Overweight $16.97 $7157.95Nordstrom, Inc. JWN Overweight $34.02 $7508.21Pacific Sunwear of California, Inc. PSUN Market Weight $3.27 $214.39Polo Ralph Lauren Corporation RL Market Weight $77.11 $7834.38Ulta Salon, Cosmetics & Fragrance, Inc. ULTA Overweight $16.3 $962.43Urban Outfitters, Inc. URBN Overweight $31.82 $5455.34lululemon athletica inc. LULU Market Weight $26.43 $1860.7
Sports and Lifestyle BrandsJim Duffy tel 415.364.5974Company Symbol Current Rating Price Market Cap(mn)
Bare Escentuals, Inc. BARE Overweight $13 $1217.87Cabela's Incorporated CAB Overweight $12.13 $824.32Columbia Sportswear Company COLM Market Weight $37.78 $1284.26Crocs, Inc. CROX Market Weight $5.12 $447.89Deckers Outdoor Corp. DECK Market Weight $93.86 $1226.75Dick's Sporting Goods, Inc. DKS Market Weight $21.15 $2395.58G-III Apparel Group, Ltd. GIII Market Weight $17.14 $286.68Gaiam, Inc. GAIA Overweight $6.72 $155.68Gildan Activewear GIL Underweight $18.87 $2292.38Hanesbrands Inc. HBI Overweight $24.32 $2344.98NIKE, Inc. NKE Overweight $65.05 $31978.58
Consumer
Sports and Lifestyle BrandsJim Duffy tel 415.364.5974Company Symbol Current Rating Price Market Cap(mn)
NutriSystem, Inc. NTRI Market Weight $24.56 $733.04Quiksilver, Inc. ZQK Market Weight $1.68 $215.44Under Armour, Inc. UA Market Weight $26.43 $1341.3VF Corporation VFC Overweight $72.32 $8110.33Volcom, Inc. VLCM Market Weight $15.87 $386.71Wolverine World Wide, Inc. WWW Overweight $25.55 $1262.17Zumiez Inc. ZUMZ Market Weight $11 $332.68
November 30, 2009
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Special Situations
Special SituationsAri Black , CFA tel 416.815.3103Company Symbol Current Rating Price Market Cap(mn)
Brookfield Asset Management Inc. BAM Market Weight $21.22 $12137.84Coinstar, Inc. CSTR Overweight $26.22 $791.6Dundee Corporation DC.A-T Overweight C$12.59 C$934.93DundeeWealth Inc. DW-T Overweight C$13.8 C$2025.1Onex Corporation OCX-T Overweight C$23.55 C$2870.46
November 30, 2009
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hi there hi there
Companies Under Coverage: 496Total Analysts: 33
Recent Changes:Initiations:--Rating Changes:--Coverage Dropped:--
The following grid outlines the Thomas Weisel Partners investment rating system along with the relevant definition.
Rating Definition
Overweight (O) When an analyst rates a stock Overweight (O), he/she is advising our clients to carry a position in the stock that is in excess of its weighting relative to the stockseither in that analyst's coverage or an index identified by the analyst that includes, but is not limited to, stocks covered by that analyst.
Market Weight (M) When an analyst rates a stock Market Weight (M), he/she is advising our clients to carry a position in the stock that is in line with its weighting relative to the stockseither in that analyst's coverage or an index identified by the analyst that includes, but is not limited to, stocks covered by that analyst.
Underweight (U) When an analyst rates a stock Underweight (U), he/she is advising our clients to carry a position in the stock that is below its weighting relative to the stocks either inthat analyst's coverage or an index identified by the analyst that includes, but is not limited to, stocks covered by that analyst.
Suspended Rating (S) The stock rating has been suspended.
Not Rated (NR) The stock is not rated, but it is covered by a Thomas Weisel Partners LLC Analyst.
Not Covered (NC) The stock is not covered by a Thomas Weisel Partners LLC Analyst.
Source: Thomas Weisel Partners LLC.
November 30, 2009
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