Graco, Inc. (NYSE:GGG): Oppenheimer believes the recent under performance of Graco Inc.’s shares has provided a good entry point into the name. Opco says Graco’s 45%-50% exposure to the construction and consumer end-markets provides meaningful leverage to a sustained recovery. The firm keeps an Outperform rating on shares with a $56 price target.
Honeywell International, Inc. (NYSE:HON): Bernstein said Honeywell International Inc.’s Defense & Space segments before investments, cost controls, and commercial pricing will allow them to grow in spite of top line pressures. The firm said Honeywell’s Defense & Space business mix has changed for the better and no longer represents the risk noted by investors. Shares are Outperform rated with a $76 price target.
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Netflix, Inc. (NASDAQ:NFLX): Oppenheimer anticipates that Amazon’s (NASDAQ:AMZN) decision to stop their $7.99 monthly Prime billing option has negative implications for Netflix (NASDAQ:NFLX). Opco believes that Amazon will now pay attention to improving customer value through even quicker shipping offers and additional digital content, which could also hurt Netflix.
Cognizant Technology Solutions Corp. (NASDAQ:CTSH): Following their release of conservative expectations for 2013, Cowen believes that Cognizant Technology Solutions Corp. may sell off. They think that any sell off should be used as an opportunity to add to positions since Cognizant is well positioned to generate the strongest top line growth among their peers. Shares are Outperform rated.
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