Not much going on...
VOLC was upgraded by JMP to Buy with a target of 26. I lowered my target to 26 after the last report and base it on 3.3X Enterprise Value to Sales. I was previously using 4X, but their growth prospects seem more like 15% rather than 20%. I like the stock fundamentally for the longer-term, and it looks like it may have a bottom near 16.
STJ was removed from the short-term buy list by Deutsche Bank.
Piper Jaffray said that the addition of capacity in the Redbox kiosks (80 discs) could add $1.11 to 2014 EPS. They kept their CSTR target at $65. I like the $100 target better! Mine is 81
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