ING analyst Javier Borrachero recommends France Telecom:

a. Disagreement over financial terms has been stumbling block in France Telecom’s deal talks with TeliaSonera. He says FTE has underperformed peers by 10% since the first interest was communicated; therefore it’s likely the share price could recover euro 1.5-2 per share given collapse of deal.

b. According to Javier, the market saw no merit in the deal.

c. Management should resume very prudent previous M&A policy of selective acquisitions in some markets (Vietnam, Algeria).

d. Solid fundamentals will again act as the main catalyst, with second quarter likely to deliver another set of solid numbers.

Track Javier’s pick at:

http://www.trackthepros.com/categories.php?category_id=882

Analyst Jeff Rath from Canaccord Adams recommends Selling LOJACK:

a.  $4 price target based on a net tangible equity per share analysis; further deterioration in EPS could cause shares to trade to net book value.

b. June new car sales data will be released July 1, and J.D. Power & Associates sees the seasonally adjusted annual rate of sales falling 23% year-over-year to 12.5 million vehicles vs. 16.3 million.

c. Risk to future profitability and estimates is very high.

Track Canaccord analysts picks at:

http://www.trackthepros.com/categories.php?category_id=882