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[ June 24, 2016 | Author: admin | Views: 11643 | Weather: | Mood: normal]

Related BABA Credit Suisse Raises Target On Alibaba To $100 Alibaba Bull Or Bear: What's Josh Brown's Biggest Problem With The Stock? Week In Review: Stocks Tested As Apple, Tesla, Under Armour Sell Off (Investor’s Business Daily) Related Pay Attention Investors: Millennials Just Blew Past Boomers Bob Pisani Talks Recent Slew Of Strong Earning Reports, Debt Reductions And Energy Stocks Analysts Split On Square As Dorsey Remains Split Between Twitter (Investor’s Business Daily) Fintech has burst onto the scene in the past decade to challenge the status quo of the banking industry. While many companies have begun to pose serious threats to traditional banks, other fintech startups have relied upon suspect business models and reckless lending and spending. Top 5 Asian Companies To Invest In 2016: Agenus Inc.(AGEN) Agenus Inc., a biotechnology company, engages in developing and commercializing technologies to treat cancers and infectious diseases. It offers Oncophage vaccine for … Continue reading

[ June 24, 2016 | Author: admin | Views: 88615 | Weather: | Mood: normal]

This is part two of the “Simple stories drive markets” series. Here is the first in this series. As the S&P 500 finished yesterday one percent shy of its record close of 2131 set 13 months ago, what is that story the market is looking for to sustainably break above its 18-month trading range of roughly 1800 to 2100? A simple, plausible story is the “Goldilocks” narrative of the U.S. economy: not too hot – for fear that the Fed will tighten more quickly than expected, and not too cold – for fear that the forecasted “hockey stick” increase in earnings is not probable. That is, the market is hoping that earnings growth will turn strongly positive by year-end, after negative growth in the three most recent quarters. Top 5 Net Payout Yield Companies For 2016: Portola Pharmaceuticals, Inc.(PTLA)   Portola Pharmaceuticals, Inc., a biopharmaceutical company, develops and commercializes therapeutics … Continue reading

[ June 23, 2016 | Author: admin | Views: 88870 | Weather: | Mood: normal]

What a difference one word makes. Cowen’s Doug Creutz and Stephen Glagola could have said that it’s not time to panic after Viacom (VIAB) said its negotiations with Dish Network (DISH) have been going nowhere. Instead, they inserted the word “necessarily,” changing the complexion of things. They explain: Bloomberg News Viacom shares are down several percent on a statement by Viacom that their carriage deal with Dish expires Wednesday and that thus far, Dish has not negotiated in a serious way. Right now, this sounds similar to other affiliate negotiations that pushed up against (or past) contractual deadlines but were ultimately resolved. We suspect Viacom’s statement means that Dish is playing hardball in negotiations, but that was to be expected. We still believe the most likely outcome is a renewal, as neither player is in a competitively strong position and would run serious risks by walking away from a deal. … Continue reading

[ June 22, 2016 | Author: admin | Views: 6218 | Weather: | Mood: normal]

The only thing worse than analysts blowing a big call are analysts downgrading a stock after blowing the big call. That’s why I have to give grudging credit to Deutsche Bank’s Gregg Gilbert, who refused to downgrade Buy-rated Endo International (ENDP), despite last Friday’s disastrous guidance and 40% plunge. Gilbert explains why he’s standing by his Buy: Endo surprised us and the market with a 16 outlook that was far lower than expected, based primarily on generic competitive and pricing pressures, mixed in with some other factors. Against the backdrop of Specialty Pharma sentiment that has been awful, an intense and emotionally-charged sell-off continues. As hard as it is to step back and take a look at the story with a clean slate from a new level, we do not see the justification to downgrade the stock when we see the potential for it to be significantly higher in 12 … Continue reading

[ June 21, 2016 | Author: admin | Views: 79144 | Weather: | Mood: normal]

That’s how Citigroup’s Paul Lejuez and team described Tiffany’s (TIF) fourth-quarter earnings and 2016 guidance in a note this morning: Reuters Adj EPS of $1.46 vs cons and our $1.40. Comps -5% worldwide (constant Fx, in line with Holiday results), with the Americas -8% (in line with Holiday), Europe -3% (Holiday -2%), Japan +10% (in line with Holiday), and Asia-Pac -8% (Holiday -9%). Adj op margin +85bps (cons flat) to 24.6%, with GM +220bps (vs cons +60bps) due to favorable product input costs and price increases. and 135bps of SG&A deleverage (ex items; cons 60 bps of deleverage), with dollars -2% (benefiting from Fx and lower marketing and variable labor costs). F16 EPS flat to -MSDs (implying ~$3.64-$3.83) vs guidance of “minimal sales and earnings growth” provided with Holiday sales, cons $3.86 and our $3.76E, based on flat sales (+LSDs in cc), and lower op margin (with stronger GM offset … Continue reading