Companies that Filed Chapter 11 between Sept. 1 and December 31, 2002
with Their Publicly Available Ratings from Major Brokerage Firms

Company

Bankruptcy

Filing

 Date

Brokerage Firm Ratings

at Time of Filing*

Brokerage Firm Ratings

6 mo. before Filing

Buy¹

Hold²

Sell³

Dropped Coverage

Buy¹

Hold²

Sell³

Not Rated

AcTrade Financial Technologies (OTC:ACRT)

12/12/02

 

1

 

 

 

1

 

 

Advanced Tissue Sciences-CL A (OTC:ATISQ)

10/10/02

1

 

 

 

1

 

 

 

Asia Global Crossing Ltd. (OTC:ASGFX)

11/18/02

 

1

1

 

 

2

 

 

Conseco, Inc. (OTC:CNCEQ)

12/18/02

 

2

4

 

 

4

2

 

Consolidated Freightways CP  (OTC:CFWEQ)

09/04/02

 

1

 

 

 

1

 

 

CTC Communications Group (OTC:CPTQE)

10/03/02

 

2

1

 

 

2

 

1

Encompass Services Corp. (OTC:ESVNQ)

11/19/02

 

1

 

 

 

1

 

 

EOTT Energy Partners (OTC:EOTPQ)

10/08/02

 

 

3

1

 

2

2

 

Focal Communications Corp. (OTC:FCOMQ)

12/19/02

 

1

1

 

2

 

 

 

Genuity, Inc. (OTC:GENUQ)

11/27/02

 

 

2

 

 

1

1

 

Integrated Telecom Express (OTC:ITXIQ)

10/08/02

1

 

 

 

1

 

 

 

Oakwood Homes (OTC:OKWHQ)

11/15/02

 

 

1

 

 

 

 

1

Organogenesis, Inc. (AMEX:ORG)

09/25/02

 

 

 

1

1

 

 

 

Peregrine Systems, Inc. (OTC:PRGNQ)

09/22/02

 

7

 

 

 

3

 

4

Repeater Technologies, Inc. (OTC:RPTRE)

10/04/02

 

1

 

 

 

1

 

 

SLI, Inc. (OTC:SLIQE)

09/09/02

 

 

1

 

 

1

 

 

SpectraSite Holdings, Inc. (OTC:SITEQ)

11/15/02

2

3

5

2

3

7

2

 

UAL Corp. (NYSE:UAL)

12/09/02

 

1

11

 

5

4

1

2

Total

 

4
6.8%

21
35.6%

30 50.8%

4
6.8%

13
22.0%

30
50.8%

8
13.6%

8
13.6%

*Publicly available ratings are defined as those that investors or brokers have access to via Bloomberg, Yahoo.com, and Briefing.com. In some cases, brokerage firms may have notified private sources such as First Call or Zack's that they dropped coverage or changed the rating on the stock prior to the failure date. However, these private sources are available strictly to clients of the firms. In total, 51 publicly traded companies filed for Chapter 11 between September 1 and December 31, 2002, with a combined peak market capitalization of $67 billion. Of these, only 18, with a combined peak market capitalization of $49 billion, were rated by the brokerage firms covered in this analysis. The analysis covered 51 stock ratings available from 30 brokerage firms six months before bankruptcy and 55 ratings at the date of bankruptcy filing.

¹ "Buy" = "strong buy," "buy," "recommended list," "accumulate,"  "attractive," "outperform," "overweight," and "add."
² "Hold" = "hold," "hold/neutral," "market perform," and "fairly valued."

³ "Sell" = "reduce," "sell," "underperform," "underweight," "unattractive," "avoid," and "source of funds."

 

 

1/21/03 News Release | 30 Brokerage Firms (Attachment 1) | 18 Companies (Attachment 2)