In his latest issue of The Gartman Letter, Dennis Gartman discussed the U.S. housing market ahead of Wednesday’s June Existing Home Sales number. In his letter, Gartman made some interesting comments on the state of the housing market and made a surprisingly bold but accurate prediction.
In a new report for LCD, Chief Investment Officer of Lehmann Livian Fridson Advisors Marty Fridson discusses the dangers presented by high-yield ETFs. The topic was the subject of a recent contentious debate between BlackRock CEO Laurence Fink and activist investor Carl Icahn at the Delivering Alpha Conference.
In a new report Wednesday, Credit Suisse analyst Mark Lear upgraded the slumping oil & gas exploration & production (E&P) sector to Overweight and initiated positive coverage on several names in the space.
In a new presentation, Evercore ISI analyst Mark Schoenebaum breaks down the recently announced Celgene Corporation CELG 1.73% buyout of Receptos Inc RCPT 0.4%. The deal is valued at about $7.2 billion, and the $232/share price that Celgene is paying represents about a 12 percent premium to the market value of Receptos at the time…
One of the biggest debates on Wall Street right now is whether or not a recovery is imminent in the battered oil & gas industry. In a brand new report, Credit Suisse analyst Mark Lear says that enough is enough and upgrades the oil & gas exploration and production (E&P) sector to Overweight.
In a new report out this week, KeyBanc analyst Ryan Cieslak discussed the firm’s view on six industrial stocks. The report included two names that KeyBanc sees as attractive buys.
With Internet and e-commerce companies such as Amazon.com Inc AMZN 1.25%, Google Inc GOOG 2.69%GOOGL 2.93% and Netflix Inc NFLX 1.26% drawing more and more attention each earnings season, it’s easy to forget that many companies are still doing just fine selling goods and services the old fashioned way: retail stores. Here’s a list of…
A new report out this week by Imperial Capital focuses on consumer health and wellness stocks ahead of Q2 earnings season. Analyst Mitchell Pinheiro lets investors know what they should expect from the sector and which stocks are Imperial’s top picks.
Despite concerns over Samsung Electronics Co Ltd SSNLF weakness and Chinese smartphone saturation, Pacific Crest analyst John Vinh remains bullish on RF suppliers Qorvo Inc (NASDAQ: QRVO) and Skyworks Solutions Inc SWKS 3.49%. Chinese demand is picking up, Apple Inc. AAPL 0.05% is solid and the shift to LTE continues pushing forward.
Lockheed Martin Corporation LMT 0.02% recently beat its Q2 earnings expectations and raised its guidance. However, Citi Research analyst Jason Gursky believes that the company’s announcement that it intends to buy Sikorsky and spin off or sell part of its services business will be far more impactful than Lockheed’s quarterly earnings beat.