John Baugh

In a report published Tuesday, Stifel analyst John Baugh reiterated a Buy rating on Eagle Materials, Inc. (NYSE: EXP), but lowered the price target from $110.00 to $98.00. In the report, Stifel noted, “We have watched Eagle Materials trade off roughly as much as 33% from the high in September of $...

In a report published Tuesday, Stifel analyst John Baugh reiterated a Buy rating on Headwaters Inc (NYSE: HW), and raised the price target from $15.00 to $16.50. In the report, Stifel noted, “We are raising our target price on HW from $15.00 to $16.50. The stock has been trading near our previous...

In a report published Friday, Stifel analyst John Baugh reiterated a Buy rating on Trex Company (NYSE: TREX), and raised the price target from $41.00 to $46.00. In the report, Stifel noted, “We are adjusting our estimates somewhat higher for Trex for 2015 and increasing our target price. We believe...

Stifel initiated coverage Culp (NYSE: CFI) with Buy rating and $21 price target. “We are attracted by a management team that has run the business with a very efficient use of capital over the past several years,” said John Baugh. “We point out that returns on capital have been...

In a report published Thursday, Stifel analyst John Baugh downgraded the rating on Owens Corning (NYSE: OC) from Buy to Hold, and removed the $50.00 price target. In the report, Stifel noted, “Now that we have more definitive information on OC's roofing business, it confirms our fears that OC has...

In a report released Tuesday, Stifel analyst John Baugh upgraded Trex Company (NYSE: TREX) from Hold to Buy with a $37 price target. Analysts at Stifel believe Trex will benefit from the sale of recycled polyethylene to the commercial marketplace, contributing to EPS growth. The Stifel note...

In a report published Wednesday, Stifel analyst John Baugh reiterated a Buy rating on Aaron's (NYSE: AAN), but lowered the price target from $45.00 to $42.00. In the report, Stifel noted, “First and foremost, the Aaron's core business is the sole issue. The recently acquired Progressive Financial...

In a report published Monday, Stifel analyst John Baugh upgraded Aaron's (NYSE: AAN) from Hold to Buy and set a price target of $45.00 following the company's acquisition of Progressive Financial business. Baugh reported that Progressive's sales and earnings growth should “should outstrip” Aaron's...

In a report published Monday, Stifel analyst John Baugh reiterated a Buy rating on Headwaters (NYSE: HW), and raised the price target from $14.00 to $16.50. In the report, Stifel noted, “The dynamics for the fly ash business are setting up very favorably as we have discussed in previous notes....

In a report published Thursday, Stifel analyst John Baugh reiterated a Buy rating on Mohawk Industries (NYSE: MHK), and raised the price target from $155.00 to $160.00. In the report, Stifel noted, “We spent the day with the CFO of Mohawk yesterday and file this brief report. We are raising our...

In a report published Friday, Stifel analyst John Baugh reiterated a Buy rating on Conn's (NASDAQ: CONN), and raised the price target from $74.00 to $87.00. In the report, Stifel noted, “Investors were clearly convinced the credit collections issues from the summer, which caused a spike in bad...

In a report published Thursday, Stifel analyst John Baugh reiterated a Buy rating on Tempur Sealy International (NYSE: TPX), and raised the price target from $48.00 to $52.00. In the report, Stifel noted, “Investors have long been keeping Tempur Sealy's stock in the penalty box, waiting for a...

In a report published Thursday, Stifel analyst John Baugh reiterated a Buy rating on Owens Corning (NYSE: OC), but lowered the price target from $50.00 to $45.00. In the report, Stifel noted, “Q3 results were viewed by the consensus as very disappointing. We would describe the results as only...

In a report published Thursday, Stifel analyst John Baugh reiterated a Buy rating on Select Comfort Corporation (NASDAQ: SCSS), but lowered the price target from $30.00 to $25.00. In the report, Stifel noted, “Q3 sales of $264 million were up only 7% versus our $277 million up 12% estimate. Q3 EPS...

In a report published Wednesday, Stifel Nicolaus analyst John Baugh downgraded Furniture Brands (NYSE: FBN) from Hold to Sell. In the report, Stifel Nicolaus noted, “We are downgrading Furniture Brands from Hold to Sell as we believe some form of liquidation of the company or bankruptcy filing...