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S&P Picks and Pans: Coke, Sirius, First Solar, Deere

Analyst opinions on stocks making headlines in Wednesday's market

KO; $59.44

Q4 operating EPS of $0.58 vs. $0.52 beats our view by $0.04 on stronger sales and better operating margin than we forecast. Worldwide case volume, up 5%, was a bit disappointing, slowing from recent 6% trend. Growth was negatively impacted by de-emphasis of low margin water, a strategy we view as favorable for profits, and in light of expansion opportunities for glaceau products globally. We see solid sales growth and wider operating margins as higher-profit products become a larger percent of sales and raise our '08 EPS estimate by $0.01 to $3.01. We keep our $72 target price. /E. Kwon, CFA