Berkshire Hathaway (NYSE:BRKA) (NYSE:BRKB): Barclays has said that Berkshire is well positioned to benefit from earnings improvement from the non-insurance sectors, as well as results in property casualty. It believes the company has substantial leverage to the improving economy, and that the share buyback plan supports shares. It rates them at Overweight. (METADATA: there should be one chart w/both stocks, or two charts with one each)
ICON Plc. (NASDAQ:ICLR): ISI Group says shares of the company will rally about 10 percent today, following the strong Q1 earnings given recent underperformance driven by concerns over Bristol Meyers (NYSE:BMY) share loss in central labs. ISI thinks share could even go higher, if management provides a broader positive update regarding the relationship with Bristol.
Broadcom (NASDAQ:BRCM): Following stronger than anticipated Q1 results, Argus believes that the company’s pricing trends should improve, and lead to margin expansion as well as EPS growth. It keeps a Buy rating on the stock.
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