Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

NVLS raised to Neutral from Sell on valuation@OPCO
Manhattan Assoc-MANH raised to Overwght from EW, expect 2H inflection point@RHCO

IVGN favorable FBS pricing environment should be major
grth driver@GROW

ADBE NPD sales for quarter ahead of our 21% vs our est of 1
%@PACS
ARXX raied ests on strong results; see leverage w/inmode
; OW@GROW
CMCSK expect to trade in 30-31 range, expect CMCSA spread to be a
out 3%@LEHM
Digital Insight-DGIN incr attract risk/reward oppty;bullish outlo
k-reit Buy@NEED