OmniVision Technologies Inc. (NASDAQ:OVTI): According to JPMorgan, LG Innotek continues to be a main customer of OmniVision and is in the ideal position for iPhone 5 business, suggesting that Omnivision has probably been included in the front-facing camera and possibly in a portion of the rear-facing camera. Shares are given and Overweight rating.
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Vulcan Materials Company (NYSE:VMC): This Saturday, Sterne Agee expects a renewal of Martin Marietta’s (NYSE:MLM) 0.5 share bid for the company, with the expiration of the first four month court injunction. The firm predicts that a re-launched bid for Vulcan could enable Martin Marietta start over its conversations with the Justice Department, which could possibly head to agreements about divestitures.
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