Compass Point

In a report published Monday, Compass Point analyst Kevin Barker upgraded PHH (NYSE: PHH) from Neutral to Buy, and raised the price target from $22.00 to $26.00. In the report, Compass Point noted, “We believe PHH is setting up well to grow book value over the long term, especially if mortgage...

In a report published Tuesday, Compass Point analyst Ken Billingsley initiated coverage on Brown & Brown (NYSE: BRO) with a Buy rating and $40.00 price target. In the report, Compass Point noted, “BRO has historically had the best operating margins of its peers (19.3% in 2012 versus 8.3%...

In a report published Tuesday, Compass Point analyst Ken Billingsley initiated coverage on Arthur J. Gallagher & Co. (NYSE: AJG) with a Buy rating and $50.00 price target. In the report, Compass Point noted, “AJG shares have traded up nicely since the middle of 2011. A hardening P&C...

In a report published Monday, Compass Point analyst Douglas Greiner downgraded the rating on MICROS Systems (NASDAQ: MCRS) from Buy to Neutral, but reiterated the $45.00 price target. In the report, Compass Point noted, “We downgrade our rating from Buy to Neutral. We upgraded the stock on...

In a report published Tuesday, Compass Point analyst Douglas Greiner upgraded the rating on eBay (NASDAQ: EBAY) from Neutral to Buy, and reiterated the $63.00 price target. In the report, Compass Point noted, “We upgrade our rating from Neutral to Buy. eBay is remarkably well positioned to...

In a report published Wednesday, Compass Point analyst Jason Stewart upgraded the rating on Two Harbors (NYSE: TWO) from Neutral to Buy, and reiterated the $13.25 price target. In the report, Compass Point noted, “We upgrade our rating on TWO shares to Buy from Neutral. Our $13.25 price target...

In a report published Friday, Compass Point analyst Wilkes Graham upgraded the rating on Beazer Homes USA (NYSE: BZH) from Sell to Neutral, and raised the price target from $15.00 to $19.50. In the report, Graham noted, “While 2Q13 earnings results were generally in line with expectations,...

In a report published Thursday, Compass Point analyst Ken Billingsley upgraded the rating on Amtrust Financial Services (NASDAQ: AFSI) from Neutral to Buy, and raised the price target to $38.00. In the report, Billingsley noted, “AFSI is an opportunistic acquirer of businesses that enhance and...

In a report published Wednesday, Compass Point analyst Douglas Greiner upgraded the rating on Green Dot Corporation (NYSE: GDOT) from Neutral to Buy, and raised the price target from $15.00 to $20.00. In the report, Greiner noted, “Green Dot reported a 1Q'13 earnings beat. Walmart linked revenue...

In a report published Wednesday, Compass Point analyst Jason Stewart downgraded the rating on MGIC Investment Corp. (NYSE: MTG) from Buy to Neutral, but raised the price target from $3.00 to $5.00. In the report, Stewart noted, “We have been staunch supporters of the role of private mortgage...

In a report published Friday, Compass Point analyst Michael Tarkan downgraded the rating on ITT Educational Services (NYSE: ESI) from Neutral to Sell, but reiterated the $12.00 price target. In the report, Tarkan noted, “Although results came in ahead of our low expectations, we believe the...

In a report published Thursday, Compass Point analyst Jason Stewart upgraded the rating on Provident Financial Holdings (NASDAQ: PROV) from Neutral to Buy, and raised the price target from $16.00 to $18.00. In the report, Stewart noted, “The March earnings report and the recent cheapening of...

In a report published Tuesday, Compass Point analyst Ken Billingsley initiated coverage on W.R. Berkley Corporation (NYSE: WRB) with a Neutral rating and $43.00 price target. In the report, Billingsley noted, “Leverage in all aspects of operations is the story of this A+ rated insurer by A.M. Best...

In a report published Tuesday, Compass Point analyst Ken Billingsley initiated coverage on RLI Corp. (NYSE: RLI) with a Neutral rating and $65.00 price target. In the report, Billingsley noted, “RLI is rated A+ by A.M. Best and has one of the most enviable track records in the P&C industry. A...

In a report published Tuesday, Compass Point analyst Ken Billingsley initiated coverage on HCC Insurance Holdings (NYSE: HCC) with a Neutral rating and $43.00 price target. In the report, Billingsley noted, “HCC writes a non-correlated mix of business that has allowed the company to deploy capital...