Lower Forecast for Meritage Homes

S&P revises earnings per share estimates for Apollo Investment and more
EPS Changes
Company Symbol FY-End Prior New Comment
Amkor Technology AMKR Dec-07 0.82 1.06 Improved rev outlook, better prod mix
Foster Wheeler FWLT Dec-07 2.85 3.30 Better than expected Q3
Goodyear Tire GT Dec-07 1.35 1.47 Better mix and pricing
KongZhong Corp KONG Dec-07 0.60 0.31 Regulatory changes
Lattice Semiconductor LSCC Dec-07 0.18 0.12 Lower guidance
LIN TV'A' TVL Dec-07 0.31 0.20 New definition of continuing operatins
Maxim Integrated MXIM Jun-07 1.50 1.31 Slower economy
Meritage Homes MTH Dec-07 5.50 4.15 Weak demand driving margins lower
OSI Pharmaceuticals OSIP Dec-07 0.55 -0.03 New management guidance
Thermo Electron TMO Dec-07 2.03 2.30 Completion of merger with FSH
11/8/2006        
Activision ATVI Mar-07 0.14 0.08 Slower Q4 guidance
Altera Corp ALTR Dec-07 1.10 0.99 Better guidance
Career Education CECO Dec-07 1.60 1.40 Weaker than expected margins
ExpressJet Holdings XJT Dec-07 1.30 1.00 Higher costs
Genl Growth Properties GGP Dec-07 0.52 0.14 Lower land sales, higher expenses
Greenfield Online SRVY Dec-07 0.33 0.40 Forward guidance, improving margins
Infineon Technologies IFX Sep-07 0.40 0.33 Lower guidance
James River JRCC Dec-07 0.93 -0.70 Production shortfall, lower pricing
New York Mortg. NTR Dec-07 0.22 -0.51 Declining origination volumes
PDL BioPharma PDLI Dec-07 0.40 0.50 New management guidance
Polo Ralph Lauren RL Mar-07 3.35 3.70 Better than expected Q2
Repsol YPF S.A REP Dec-07 3.77 3.23 Updated price & margin projections
Total 'B' ADS TOT Dec-07 7.28 6.19 Updated price and margin projections
Trimeris Inc TRMS Dec-07 0.08 0.38 Improved gross margin, cost controls
United Microelectronics UMC Dec-06 0.19 0.22 Reports Q2 results
11/7/2006        
Apollo Investment AINV Mar-07 2.10 2.79 Higher interest & dividend income
ARM Holdings ARMHY Dec-07 0.33 0.29 Lower guidance
Astoria Financial AF Dec-07 1.97 1.69 Lowering net interest margin assumptin
Beazer Homes BZH Sep-07 7.60 3.80 Lower demand impacting margins
Blockbuster BBI Dec-07 0.40 0.25 Revised operating outlook
Crescent Real Estate CEI Dec-07 -0.30 -0.35 Lower gains & residential lot sales
Kite Realty Group KRG Dec-07 0.30 0.46 Higher expenses, construction costs
Leap Wireless LEAP Dec-07 0.46 0.61 Revs were stronger on customer growth
Mediacom Comm. MCCC Dec-07 0.19 0.25 Revised operating outlook
Mentor Corp MNT Mar-07 1.35 1.05 Higher second half R&D spending
Pain Therapeutics PTIE Dec-07 0.25 0.20 Cost shifiting
Philippine Long Distance PHI Dec-07 3.60 4.00 Wider margins, costs controls
Pike Electric PEC Jun-07 0.85 0.55 Higher SG&A expense impacting margins
Pinnacle Airlines PNCL Dec-07 1.50 1.70 Reflects good costs controls
Strategic Hotels BEE Dec-07 0.44 0.21 Lower RevPar growth expectations
Toll Brothers TOL Oct-07 3.75 2.30 Lower demand impacting margins
Toyota Motor ADS TM Mar-07 8.06 8.90 Better than expected Q3 results
U-Store-It Trust YSI Dec-07 0.04 0.00 Higher expense projections
11/6/2006        
Alexandria R.E ARE Dec-07 3.27 2.54 Higher expense projections
H & R Block HRB Apr-07 1.42 1.26 Reduced revenue, margin projections
Lifetime Brands LCUT Dec-07 1.95 1.72 Conservative outlook consumer spending
Noble Energy NBL Dec-07 8.30 6.33 Updated price & margins
Saxon Capital SAX Dec-07 0.98 -0.31 Decline in net interest margins
TIM Participacoes TSU Dec-07 1.65 1.30 Higher effective tax rate
11/3/2006        
BT Group plc AD BT Mar-07 4.03 3.38 Increased competition in broadband mkt
CBL CBL Dec-07 1.45 1.03 Higher expense projections
Electronic Arts ERTS Mar-07 0.13 0.23 Strong Q2 results
Gateway Inc GTW Dec-07 0.11 0.09 Weakness in co's professional segment
Haverty Furniture HVT Dec-06 0.98 0.85 Weak Oct sales & industry fundamentals
HRPT Properties HRP Dec-07 0.60 0.50 Dilution from preferred stock offering
JDS Uniphase JDSUD Jun-07 0.14 0.16 Improved profitability
Milacron Inc MZ Dec-07 -0.30 -0.15 Improving margins, cost savings
NitroMed Inc NTMD Dec-07 -2.18 -1.88 Lower than expected operating costs
Public Storage PSA Dec-07 2.34 0.53 Higher expense projections
Red Robin Gourmet Burgers RRGB Dec-07 2.20 1.78 Lower sales & higher operating costs
Station Casino STN Dec-07 2.75 2.17 Impact from construction disruption
Sun Communities SUI Dec-06 -0.09 -0.37 Lower home sales, higher expenses
Whole Foods Market WFMI Sep-07 1.68 1.47 Slower comp-store sales growth
11/2/2006        
Annaly Capital NLY Dec-07 0.90 1.00 Higher asset base
Apartment Investment AIV Dec-06 -0.85 -1.44 Higher interest & depreciation expense
Axcelis Technologies ACLS Dec-07 0.67 0.59 Declining gross margins on new prodcts
Marathon Oil MRO Dec-07 13.51 14.50 Updated price & margin projections
Payless ShoeSource PSS Jan-07 1.35 1.50 New merchandising strategies payng off
Pier 1 Imports PIR Feb-07 -0.89 -1.02 Weak October sales results
Sunstone Hotel SHO Dec-07 1.32 0.83 Impact from renovation projects
TODCO'A' THE Dec-06 3.47 3.11 Adjusted dayrates & utilization
Urban Outfitters URBN Jan-07 0.78 0.70 Reducing sales & earnings growth
WCA Waste WCAA Dec-07 0.45 0.35 Softer residential construction volume
WellCare Health WCG Dec-07 3.50 4.00 Cost control
Williams Cos WMB Dec-06 1.26 1.13 Unprofitably hedged production

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