Monday Morning, March 19th

ICS Site News:

Ice Cold Stocks welcomes Richard, the Break-out Buyer. The Breakout Buyer's system is designed to profit mainly from break-out plays: to buy at the prices mentioned and take profits on the way up -- or sell all the first day if desired. The main idea is to buy as close to the break-out point or support as possible to keep a tight stop in case of intra-day reversals. Visit the Breakout Buyer's page:
http://icecoldstocks.net/breakout.htm
He is ranked number 3 on Google, just under IceColdStocks.net

Take advantage of the daily Market Summary from The Swing Man:
http://icecoldstocks.net/swing_trading.htm
Use this link, or enter through the pulldown menu for Commentators - Swing Man.

New IceMD Recording: Anti-aging part 3 - other hormone therapies;
You may enjoy these updates. The link is in the Member Services Menu.

Breakouts the Ice Man may consider trading:
LNET - 28
MIR - 39

Regular Trades the Ice Man may consider:
ITWO - 24.50
KRON - 42
NSTK - 11
PMTI - 39.10
CHDX - could be bottoming
CYTR - 4.35
NTE - 13.30

Depressed stocks the Ice Man may buy:
POT - 146
GOOG - 436

Dollar Man Ideas:
VION - 1.85
SUPG - 6


Breakout Buyer Video Summary:
Break out buy watch list for short term gains March 19 includes:PALM, FEIC, SUPG, FPL, ISIS, AMSC, MDFI, CDY, CAMH, SBGI, TIDE, TNXI, SPBU, SGLS, BLKB, FIS, DECK, NKE.

Several candidates for break out or pullback plays for at least short term gains by buying the break out on good volume and selling at least some on the first day.

Cramer's Comments:

Bullish: CAT, NSTK, NCMI, AIR, GIS, GS, JSDA;

Gorilla Trades:

New Potential Shorts:
Monster Worldwide (MNST): BELOW $46.50, with a $40 target and a $52.50
buy stop. Confirmation Volume Area= 1.3M Risk Rating= 4

The Shart Recommendations:
OFI

Valueline upgrades to #1:
AGYS, KR, SKIL

**************

CNBC Fast Money Review:

1. Word on the Street
Trading the Selloff
Macke: End of the beginning.
Bolling: If market doesn't make new low - buying opportunity.
Adami: Another wash next week.
Strazzini: Flat 5~6 weeks.

Trading the Ice Age
Bolling: CME caught off guard by ICE bid for CBOT.

Going for Broke
Adami: Brokers dead right now.

Lender Bender
Strazzini: Stabilization next week. Mortgage business will be smaller.

The Grain Trade
Bolling: Sell corn. Buy soybean. Farmers shifting to corn for ethanol.
Decrease suppy of soybean.

Fashionable Plays
Macke: Optimism in specialty retail. ARO, ANN up on earnings. ZUMZ, GYMB,
PSUN up also.

Chipper Outlook?
Strazzini: If market stabilized chip stocks will move higher. BRCM, NSM, AMAT, NVLS, KLAC should go higher.

HP Buys Back
Adami: HPQ still best of breed. 10% cheaper than dell on valuations.

Dinar's Club
Bolling: Don't buy Iraqi dinar. Not a good trade. Couterfeit risk also.

2. The Top 3
Big B Grabs the Mic
Macke: Market will be fine. Buy on dips.
Bolling: Sell calls on homebuilders or XHB.
Adami: Inflation data frothy. Fed job not to protect housing. BHP is a trade.
Strazzini: Stay defensive in housing stocks.

Trading America's Stock
Bolling: Own gold. Buy miners.
Macke: Buy foreign currency ETF's. Likes FXS, FXA, FXE.

Smokin Stocks
Adami: Buy MOwi "when issued" shares. Once Kraft has spun-off, MO stock going higher.
Macke: Loves MO. Sell a ton overseas. Way to play the dollar.
Strazzini: Sell MO 85 puts. Stock won't go down further.
Bolling: Likes LTR. Lot of business overseas. Play on dollar.

3. Face 2 Face
Dayna Devin - Oil or Tech?
Adami: Likes BRCM. Increase in wi-fi, bluetooth, digital TVs. Could be $45.
Likes TSO but now too rich. Prefers VAL - better valuations.

Prof. Craig Rennie - CCJ?
Bolling: CCJ fundamentally good. Look at 10, 20, 50 day moving average. All 3 cross up - buy. All 3 cross down - sell.

Julie - HSIC?
Strazzini: Likes MCK, CAH better. Likes IT, ECL - large cap.

4. Fast Fire
SKS - down 6%.
Adami: Still likes SKS.

JRT - down 6%.
Strazzini: Still owns stock. Thinks will go up. Run by smart guys.

MA - Up 4%.
Bolling: Charts still say MA is going lower.

GES - down 7%.
Macke: Mere hickup. Company is fine.

5. Fast Money World
Macke: Likes DEO. Americans drinking better beer.
Adami: Likes TAP, BUD.

6. The Final Trade
Bolling: GG is a buy.
Macke: ROST is a buy.

************

Breaking News:

China raised interest rates, aiming to temper investment and steady the financial system, in a move that shows how vigorous growth there remains, even as clouds loom over the economies of its trading partners. - WSJ

PetroChina Co. (PTR) said Monday its 2006 net profit rose 6.6%, slower than a 28% rise in the previous year, due to higher production costs, wider refining losses and a windfall profit tax on oil sales. - MarketWatch

AstraZeneca PLC (AZN) Monday unveiled yet another drug failure as the U.K. drugmaker and its U.S. partner AtheroGenics Inc (AGIX) said their experimental pill for atherosclerosis, AGI-1067, didn't meet its main target in a late-stage trial. - MarketWatch

IFX - speculation they will the honor of providing the major chip to the iPhone.

Textron shares are expected to double over the next five years as demand for its helicopters and jets rise, according to a Barron's report.

Barron's writes that efforts by Clear Channel (CCU) to complete its IPO may not be successful as some of its institutional holders dig in for a better price.

EAS files to sell 10M shares of common stock;

M&A Activity:

Quanta Services Inc. (PWR), which provides contracting services to the electricity, gas and telecommunications industry, said it has agreed to buy InfraSource Services Inc. (IFS) in an all-stock deal valued at $1.26 billion. Under the terms of the deal InfraSource shareholders will receive 1.223 shares of Quanta stock for each share of InfraSource, representing a value of $30.13, or a 17.4% premium over the closing price on Friday. Quanta said the deal is expected to enhance its earnings in 2008, adding it expects to achieve cost and operational synergies through the integration of project and asset management functions as well as procurement and administrative cost savings. - MarketWatch

Community Health was near a deal for Triad Hospitals, breaking up a $4.5 billion buyout plan by private-equity funds. - WSJ

Clayton Dubilier is to pay $4.8 billion for ServiceMaster (SVM), in the private-equity firm's first foray into home services. - WSJ

ABN Amro is facing pressure to revamp or sell its far-flung operations. The Dutch bank has attracted informal approaches from other big European banks, and is looking to beef up its defenses, though a hostile bid is seen as unlikely. - WSJ

The Financial Times ran a story that Blackstone and Carlyle are close to announcing a competing offer for TXU.

Isle of Capri Casinos (ISLE) to buy a Missouri casino for $45M. - MarketWatch

Denmark's DONG Energy A/S (DONG.YY) Monday said it has signed an agreement to acquire ConocoPhillips Petroleum International Corp. Denmark from Phillips Petroleum International Corp. for $300 million. - MarketWatch

Brazilian state-run oil company Petrobras and two partners are expected to announce a deal Monday worth about US$1.5 billion (euro1.1 billion) to buy Ipiranga, the No. 2 oil distributor and refiner in Latin America's largest nation, the Estado de S. Paulo newspaper reported Sunday.

Hercules Offshore Inc. (HERO) said Monday it would acquire Todco (THE) for $2.3 billion in cash and stock. The combined company would have 33 jackup rigs, 27 barge rigs, 64 liftboats, three submersible rigs, nine land rigs and one platform rig. Todco shareholders will receive 0.979 shares of Hercules Offshore and $16 in cash for each share of Todco common stock outstanding. The deal contemplates using 56.9 million shares of Hercules and cash of $930.7 million. - MarketWatch

IPO Central:

IPOs on Schedule for 3/19:

CastlePoint (CPHL). The Company provides property and casualty insurance and reinsurance to small insurance companies. The company is selling 6.1M shares at the initial range between $13-$15. The company announced Revenues for the last 12 months of $55M and Net Income of $4M. The Lead Manager is Friedman Billings,, and Cochran is Co. Manager. CastlePoint (CPHL) is headquartered in Hamilton, Bermuda and their website is www.castlepoint.bm.

Cheniere Energy Partners (CQP). The Company provides a new LP that will operate an LNG terminal that is being constructed in Louisiana. The company is selling 12.5M shares at the initial range between $19-$21. The company announced Revenues for the last 12 months of $0M and Net Income of $(-10)M. The Lead Managers are Citigroup, Merrill Lynch, and Credit Suisse. Cheniere Energy Partners (CQP) is headquartered in Houston, TX.

Glu Mobile (GLUU). The Company provides a new LP that will operate an LNG terminal that is being constructed in Louisiana. The company is selling 7.3M shares at the initial range between $10-$12. The company announced Revenues for the last 12 months of $46M and Net Income of $(-6)M. The Lead Manager is Goldman Sachs and Bank of America is Co. Manager. Glu Mobile (GLUU) is headquartered in San Mateo, CA and the website is www.glu.com.

Haynes International (HAYN). The Company produces high-performance alloys for the aerospace, chemical processing and land-based gas turbine industries. The company is selling 2.1M shares at the initial range between $61-$64. The company announced Revenues for the last 12 months of $n/aM and Net Income of $n/aM. The Lead Manager is J.P. Morgan and KeyBanc is Co. Manager. Haynes International (HAYN) is headquartered in Kokomo, IN and the website is www.haynesintl.com.

Blackstone’s planned IPO will place the lucrative private-equity business model under scrutiny and could lead to changes in such firms' fee structures. - WSJ

Upgrades/Downgrades by Sector:

Aerospace
AIR AAR Corp Calyon Securities Price Target Raised Add $31 to $35

Apparel
GIII G-III Apparel Cowen & Co Initiated at Outperform

Biotech
SNTA Synta Pharma Bear Stearns Initiated at Outperform $14
SNTA Synta Pharma Lehman Brothers Initiated at Equal-weight
TWTI Third Wave First Analysis Sec Initiated at Equal-Weight

Brokerage Services
BOT CBOT Holdings Banc of America Sec Price Target Raised Neutral $170 to $195

Business Svcs-Data
RVBD Riverbed Technology BMO Capital Markets Initiated at Market Perform

Chemicals
ALTI Altair Nanotechnologies Merriman Curhan Ford Initiated at Buy

Computer Hardware
CERN Cerner Bear Stearns Downgraded from Outperform to Peer Perform

Computer Services
INSP InfoSpace Matrix Research Downgraded from Buy to Hold

Computer Software
SPSS SPSS Inc Roth Capital Price Target Raised Buy $38 to $40
COGN COGN - upgraded to Overweight at Morgan Stanley Upgraded
BEAS BEA Systems UBS Upgraded from Neutral to Buy

Electronics
DEIX Directed Electronics Needham & Co Cut Price Target Buy $18 to $12.50

Foods
KFT Kraft Foods Prudential Upgraded from Underweight to Neutral $32

Gaming Operations
CNTY Century Casinos Brean Murray Downgraded from Buy to Hold

Healthcare
SEPR Sepracor Friedman Billings Downgraded from Mkt Perform to Underperform $58 to $43
CMN Cantel Medical Morgan Joseph Downgraded from Buy to Hold $17 to $15
ESRX Express Scripts Banc of America Sec Resumed Coverage Buy $98 to $115
ESRX Express Scripts Credit Suisse Resumed Coverage Outperform $95

Insurance
BSG Bisys Group AG Edwards Downgraded from Hold to Sell

Internet Svcs-Autos
ABTL Autobytel Merriman Curhan Ford Coverage Dropped Neutral

Major Pharmaceutical
ARXT Adams Respiratory Ther First Albany Upgraded from Buy to Strong Buy

Manufacturing
UQM UQM Technologies Merriman Curhan Ford Initiated at Buy
GT Goodyear Tire KeyBanc Capital Mkts Upgraded from Hold to Buy $39

Mining Non-Ferr Metal
FCX Freeport-McMoRan Bear Stearns Upgraded from Peer Perform to Outperform $80

Motor Vehicles
DCX DaimlerChrysler Goldman Sachs Upgraded from Sell to Neutral

Oil and Gas
GDP Goodrich Petroleum JP Morgan Initiated at Overweight
ME Mariner Energy Calyon Securities Upgraded from Add to Buy

Personal Services
JTX Jackson Hewitt Thomas Weisel Downgraded from Market Weight to Underweight
HRB H & R Block Thomas Weisel Upgraded from Market Weight to Overweight

Publishing
NYT New York Times Thomas Weisel Coverage Dropped Market Weight
TRB Tribune Thomas Weisel Coverage Dropped Market Weight
MNI McClatchy Thomas Weisel Coverage Dropped Market Weight
DJ Dow Jones Thomas Weisel Coverage Dropped Underweight
GCI Gannett Thomas Weisel Coverage Dropped Overweight

Regional Banks
SHBI Shore Bancshares BB&T Capital Mkts Upgraded from Hold to Buy $27

REITs
ACC American Campus Communities Wachovia Downgraded from Outperform to Mkt Perform
MAC Macerich Friedman Billings Price Target Raised Outperform $92 to $99
CBL CBL & Assoc Friedman Billings Price Target Raised Mkt Perform $44 to $47

Retail Trade
RSH RSH - downgraded to Underweight at Morgan Stanley Downgraded
MHS Medco Health Solutions Banc of America Sec Price Target Raised Buy $75 to $88
WSM Williams-Sonoma Wedbush Morgan Price Target Raised Hold $29 to $33
CVS CVS Corp Credit Suisse Resumed Coverage Outperform $44
ANN AnnTaylor Piper Jaffray Upgraded from Underperform to Market Perform $28 to $36
WAG Walgreen JP Morgan Upgraded from Neutral to Overweight

Savings & Loan
NDE IndyMac Banc Friedman Billings Cut Price Target Mkt Perform $35 to $32

Semiconductors
AMD Advanced Micro Banc of America Sec Cut Price Target Neutral $15 to $14
ACTS Action Semi Bear Stearns Downgraded from Outperform to Peer Perform
ZRAN Zoran WR Hambrecht Initiated at Hold
NETL NetLogic CIBC Wrld Mkts Initiated at Sector Perform
ANAD Anadigics Jefferies & Co Initiated at Buy $15
WFR MEMC Elec Friedman Billings Price Target Raised Mkt Perform $45 to $54
RTEC Rudolph Tech Matrix Research Upgraded from Buy to Strong Buy

Solar Cells - China
JASO JA Solar Piper Jaffray Initiated at Outperform $22
JASO JA Solar CIBC Wrld Mkts Initiated at Sector Outperform $22

Telecommunications
JNPR Juniper Networks Matrix Research Downgraded from Buy to Strong Sell
CEL Cellcom Israel Jefferies & Co Initiated at Buy $21
QCOM Qualcomm Deutsche Securities Price Target Raised Buy $50 to $55
SIRF SiRF Technology Oppenheimer Upgraded from Neutral to Buy $34

Transportation
SWFT Swift Trans Matrix Research Downgraded from Buy to Hold
LSTR Landstar System Matrix Research Downgraded from Buy to Hold
OMM OMI Corp Jefferies & Co Downgraded from Buy to Hold $26

Utilities
SWWC Southwest Water Brean Murray Price Target Raised Buy $14 to $16

-------------------------------------------------------------------------------

Ice Man Intraday Alerts: Sign up (no charge) at http://icecoldstocks.net.

NOW: over 1,000 software programs, plus Free Financial Toolbar! Download for free at http://IceColdStocks.net!

Use the web's most comprehensive World Stock Market Directory. Now available.

Complete coverage and updates (along with daily archives) throughout the day at http://icecoldstocks.net

IceColdStocks.net is not designed to give investment advice. This site is solely for informational purposes. The Ice Man regularly trades securities intraday. As such, the Ice Man may disclose a trade and then liquidate or take an opposite position within a relatively short period of time, including within minutes of a previous announcement. He may trade at anytime, even while you might be buying the same shares. Therefore investors should not rely on the Ice Man's disclosed trades whatsoever when making trading or investment decisions.