Stockdiagnostics Upgrades : Weekend Stats

the following posts were posted at Equities Research this weekend.

company ticker date $ Upgrade $ Close Time % Return Cerner Corporation CERN 5/8/2003 $5.31 $80.29 9y 1412% Cardtronics, Inc. CATM 5/12/2009 $3.02 $31.17 38m 932% Alexion Pharmaceuticals ALXN 5/13/2009 $16.85 $97.09 3y 477% Patrick Industries, Inc PATK 4/6/2011 $2.75 $14.64 15m 432% The Ultimate Software Grp ULTI 8/16/2006 $21.12 $88.20 6y 317% AutoZone Inc. AZO 3/20/2006 $97.32 $382.45 6y 293% SBA Communication SBAC 11/16/2005 $16.70 $56.91 6y 240% Ellie Mae, Inc. ELLI 11/17/2011 $5.57 $18.56 8m 233% MultiMedia Games Hold MGAM 5/19/2010 $4.65 $15.41 26m 231% 8 X 8, Inc. EGHT 8/9/2010 $1.40 $4.40 23m 214% Athenahealth, Inc. ATHN 8/4/2008 $27.22 $81.84 47m 200% Fomento EconMexicano FMX 5/12/2009 $29.86 $87.48 38m 192% Cantel Medical Corp CMN 12/17/2007 $9.76 $27.83 5y 185% Western Refining, Inc. WNR 11/11/2010 $8.65 $24.47 20m 183% RailAmerica, Inc. RA 9/3/2010 $10.37 $26.22 22m 153% A O Smith Corporation AOS 5/11/2009 $19.72 $47.74 40m 152% CalAmp Corporation CAMP 5/16/2011 $3.18 $7.90 14m 148% John B. Sanflippo & Sons JBSS 9/6/2011 $7.87 $19.16 10m 143% LeapFrog, Inc LF 5/11/2011 $4.51 $10.85 14m 140% Nathan's Famous NATH 8/17/2009 $13.05 $30.70 35m 135% Lumber Liquidators Hold LL 11/1/2011 $14.73 $33.74 9m 129% Pharmacyclis, Inc. PCYC 2/13/2012 $23.23 $53.05 5m 128% McKesson Corporation MCK 2/2/2009 $43.48 $94.88 39m 118% Headwater, Inc. HW 2/7/2012 $2.72 $5.86 5m 115% Alliance Data Systems ADS 3/10/2010 $61.71 $132.23 27m 114% Genomic Health Inc. GHDX 5/17/2010 $15.95 $34.21 26m 114% Dr. Pepper Snapple DPS 5/18/2009 $20.70 $44.09 38m 113% Micronetics Inc. NOIZ 11/15/2011 $7.02 $14.69 8m 109% CRAY, Inc CRAY 8/3/2011 $6.13 $12.47 11M 103% BleGreen Corporation BXG 8/19/2009 $2.84 $5.70 3y 100% LiveDeal Inc. LIVE 2/23/2012 $5.25 $10.40 5m 98% Salem Communications SALM 8/16/2011 $2.88 $5.60 11m 94% Tessco Technologies TESS 2/9/2011 $12.11 $22.11 17m 82% Constellation Brands, Inc. STZ 7/16/2010 $16.34 $29.29 2y 79% DaVita Inc. DVA 5/8/2007 $55.12 $98.98 5y 79% Northeast Utilities NU 5/22/2008 $22.51 $39.88 50m 77% Walt Disney Company DIS 2/14/2005 $27.02 $47.41 7y 75% DTE Energy Corporation DTE 11/9/2009 $34.53 60.24 34m 74% Authen Tec, Inc. AUTH 11/16/2011 $3.02 $5.19 8m 71% Cleco Corporation CNL 5/17/2010 $25.78 $43.97 26m 70% Barrett Business Serv. BBSI 8/19/2010 $12.60 $21.43 2y 70% Costco Wholesale Corp COST 12/28/2009 $58.70 $94.79 31m 61% Aceto Corporation ACET 11/14/2011 $5.78 $9.16 10m 58% Alliant Energy Corporation LNT 3/11/2010 $3,042 $46.65 28M 53% American Express Comp AXP 3/9/2010 $38.14 $57.93 28m 52% Macquarie Infrastructure MIC 9/5/2011 $23.66 $34.04 10m 47% Smith & Wesson Hold SWHC 3/12/2012 $6.74 $9.63 4m 43% Tuesday Morning Corp. TUES 11/10/2011 $3.57 $5.03 8m 40% Plains All American Pipe PAA 8/11/2011 $60.62 $84.42 11M 39% Eagle Materials Inc. EXP 5/31/2011 $28.25 $38.24 14m 35% Hot Topic, Inc HOTT 5/27/2011 $7.38 $9.97 14m 35% Grupo Simec, S.A.B. SIM 7/11/2011 $7.57 $9.78 1y 29% HSN, Inc. HSNI 11/8/2011 $37.75 $42.60 9m 13%

Amerigroup, 21st Stockdiagnostics Upgrade Acquired in 7 Months

originally published at Equities Research with charts

7/9/2012

Amerigroup Corporation (NYSE: AGP) announced today it will be acquired for $92 a share by WellPoint, Inc (NYSE: WLP). Stockdiagnostics upgraded AGP @ $38.96 on August 9,2010 after the company reported 2nd quarter financials for the period ending June 30,2010. In less than 2 years since the upgrade shares have appreciated 136%.
<click to AGP Stockdiagnostics OPS chart
<click to AGP Stockdiagnostics OPS 5 year chart
<click to AGP Stockdiagnostics FCF chart
<click to AGP Stockdiagnostics FCF 5 year chart
<click to AGP GFNN news story 2
<click to AGP GFNN news story


21 Stockdiagnostics Upgrades Recently Acquired

company	ticker	Acquirer LOI	date	$ Upgrade	$ Close	Time	% Return	vs.S&P500
Amerigroup Corp.	AGP	WellPoint	7/9/2012	$38.96	$92.00	23 mos	136%	19.92%
Amylin Pharmaceutica	AMLN	Bristol-Myer	6/29/2012	$12.51	$31.00	13 mos	145%	1.50%
Integramed America	INMD	SCP, L.P.	6/11/2012	$13.68	$10.30	15 mos	32%	0.81%
Edgar Online, Inc.	EDGR	R.R.Donnell	5/23/2011	$0.76	$1.08	9 mos	42%	10.47%
Aribe Inc.	ARBA	SAP	5/22/2011	$7.34	$45.00	6 yrs	513%	-6.81%
Golfsmith It'l Hold,Inc	GOLF	Golf Town	5/14/2012	$4.15	$6.10	14 mos	47%	2.15%
GTSI Corporation	GTSI	UniCom	5/14/2012	$7.71	$5.00	1 yr	54%	1.68%
Cost Plus, Inc.	CPWM	BBBY	5/10/2012	$4.58	$22.00	2 yrs	380%	28.64%
Easy Link Service Int	ESIC	Open Text	5/3/2012	$1.80	$7.16	29 mos	302%	26.97%
Charming Shoppes	CHRS	Ascena R	5/2/2012	$4.18	$7.35	13 mos	75%	5.57%
Ardea Biosciences Inc	RDEA	AstraZen	4/24/2012	$3.35	$32.00	6 yrs	855%	6.02%
Knology Inc.	KNOL	WOW, Int	4/18/2012	$9.91	$19.75	6 yrs	99%	6.76%
X-Rite, Incorporated	XRIT	Danaher	4/11/2012	$1.97	$5.54	3 yrs	181%	51.49%
Transcend Services	TRCR	Nuance	3/8/2012	$14.64	$29.18	5 years	100%	-9.28%
CH Energy Group,Inc	CHG	Fortis	3/6/2012	$50.67	$66.60	9 mos	31%	4.22%
Sera Care Life Science	SRLS	Linden CP	3/6/2012	$0.90	$3.97	3 yrs	342%	51.98%
Taleo Corporation	TLEO	Oracle	2/10/2012	$8.00	$45.00	3 yrs	469%	54.28%
Pep Boys-Many,Moe,J	PBY	Gores	1/31/2012	$9.58	$15.00	5 mos	56%	12.92%
Novellus Systems Inc	NVLS	Lam Resear	12/15/2011	$26.00	$44.00	16 mos	70%	55.95%
Demand Tec, Inc.	DMAN	IBM Corp	12/9/2012	$5.45	$13.20	5 mos	70%	8.45%
Success Factors, Inc.	SFSF	SAP of GMY	12/4/2011	$7.75	$40.00	3 yrs	416%	-4.10%

Equities Research Maintains SELL RATING on CMG & UA

My work (Equities Research, Tommy Renna) is mentioned near the two minute mark of this CNBC TV clip.
CMG
After being bullish on Chipotle Mexican Grill (NYSE: CMG) for nearly 6 years and watching the stock soar from $50 to $440, on the morning of April 20,2012 I became bearish. Since my Sell rating ($430.78) that morning shares have declined $47 or -11% vs. the S&P500 index which has decline 1.62% over the same 11 week period.
click to view my sell call mention on CNBC TV 4/20/2012  (approx. 2 minutes into clip)

UA
I issued a Sell rating on Under Armour (NYSE: UA) four weeks ago when shares hit a new all time high @ $105. Since the call, shares of UA have declined $13 or -12.55% vs the S&P500 index which is up 2.19% over the same period.

Earnings Season kicks off this week and I will be busy examining 10Qs & 10Ks looking for companies with weakening fundamentals trading at premiums that I will recommend as short picks.
Companies growing fundamentals that are trading at discounts in the market place will be included in by long picks.

All my research is 100% objective, give it a try and subscribe today.
A newsletter subscription is well worth the time and energy that I will save you from doing the work.

*Remember, I am only looking for value stocks that are growing on the long side and overbought stocks trading at premiums with weakening fundamentals on the sell side.

**Warren Buffett, Chairman of Berkshire Hathaway: 2000 Annual Report:

"Common yardsticks such as dividend yield, the ratio of price to earnings or to book value, and even growth rates have nothing to do with valuation except to the extent they provide clues to the amount and timing of cash flows into and from the business. Indeed, growth can destroy value if it requires cash inputs in the early years of a project or enterprise that exceed the discounted value of the cash that those assets will generate in later years.
Market commentators and investment managers who glibly refer to growth and value styles as contrasting approaches to investment are displaying their ignorance, not their sophistication. Growth is simply a component--usually a plus, sometimes a minus-- in the value equation."