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UPDATE: ISI Raises Marriott's PT
Friday, April 20, 2012 - 10:00am | 80According to a research report published this morning, ISI has increased Marriott's (NYSE: MAR) PT from $36 to $40. In the report, ISI said, “We have updated our MAR model, and are raising our 2012 and 2013 EPS estimates by 6% and 5%, respectively. Our new 2012 EPS and EBITDA are $1.67 (from $1.58...
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UPDATE: ISI Lowers TD Ameritrade's PT
Wednesday, April 18, 2012 - 9:44am | 103According to a research report published earlier today, ISI has decreased TD Ameritrade's (NASDAQ: AMTD) PT from $22 to $21. In the report, ISI mentioned, “AMTD has good risk/return profile on its strong organic growth, deposit outsourcing agreement w/ TD Bank enabling share repurchase, and better...
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UPDATE: ISI Raises Ameren's PT
Thursday, April 12, 2012 - 7:55am | 144According to a research report published this morning, ISI has increased Ameren's (NYSE: AEE) PT from $30 to $33. In the report, ISI said, "Ameren is growing through utility capital investments in Illinois, Missouri and independent transmission projects (ATX), while attempting to preserve...
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UPDATE: ISI Raises Time Warner's PT
Wednesday, April 11, 2012 - 9:54am | 109According to a research report published last night, ISI has increased Time Warner's (NYSE: TWC) PT from $82 to $92. In the report, ISI commented, “In tonight's report, we are publishing our updated financial forecasts for TWC, (rated BUY, new 2012E PT of $92, up from $82 previously). The company...
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UPDATE: ISI Raises NYSE Euronext's PT
Tuesday, April 3, 2012 - 8:59am | 126According to a research report published earlier today, ISI has increased NYSE Euronext's (NYSE: NYX) PT from $28 to $30. In the report, ISI commented, “Overall, we were encouraged both by mgmt's plan to cut 15% of its cost base by the end of 2014, and more detail about a number of growth...
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ISI: Best Buy's Restructuring
Tuesday, April 3, 2012 - 8:06am | 138In a research report released this morning by ISI, Best Buy's (NYSE: BBY) management is looking to right size their business with restructuring charges. According to ISI, “Focusing on smaller formats and closing 5% of its big box stores is a rational strategy to react to secular headwinds in CE...
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ISI: Juniper Networks' Product Cycles Getting Primed to Ramp
Wednesday, March 28, 2012 - 8:35am | 118According to a research report published today, ISI considers Juniper Networks' (NYSE: JNPR) product cycles to be the most robust for 2012/2013 in its hardware/data networking industry coverage. In the report, ISI commented, “Specifically, the five main product cycles include: 1) T4000 (e.g.,...
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UPDATE: ISI Raises Lennar's PT
Wednesday, March 28, 2012 - 8:28am | 124According to a research report published earlier today, ISI has increased Lennar's (NYSE: LEN) PT to $31. In the report, ISI explained, “LEN's conference call was as solid a homebuilding call as we have heard in a very long time. There was a little something for everyone, including its...
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ISI Comments on Potential Hewlett-Packard Merger
Wednesday, March 21, 2012 - 8:36am | 143In a research report published earlier today, ISI commented on the recent press reports indicating that Hewlett-Packard Company (NYSE: HPQ) is getting ready to merge its PC and printer businesses. According to ISI, “In our view, PSG under Todd Bradley has been HPQ's best performing division (e.g...
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ISI: CME Group's CEO Retiring
Tuesday, March 13, 2012 - 8:15am | 133According to a research report published today by ISI, CME Group Inc.'s (NASDAQ: CME) CEO, Craig Donohue, is retiring, prompting the Boad to appoint President Phupinder Gill to CEO in December 2012 when Donohue's contract expires. In the report, ISI said, “On a conference call, Mr. Donohue cited...
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ISI: Urban Outfitters Still Has a Long Way to Go
Tuesday, March 13, 2012 - 8:04am | 155In a research report released earlier today by ISI, Urban Outfitters (NASDAQ: URBN) has seen slight improvement lately, but still has a long way to go since reporting a disappointing 4Q. ISI explained in the report, “Urban Outfitters shares traded down 5% last night as investors digested the news...
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Citigroup CEO Rakes in $14.9 Million
Tuesday, March 13, 2012 - 7:57am | 397Citi (NYSE: C) CEO Vikram Pandit was paid $14.9 million in 2011, following pay the previous year of $1 and no bonus, according to a filing with the Securities and Exchange Committee. Pandit had earned next to nothing in 2010 as Citigroup, the third biggest U.S. bank, had been bailed out by the...
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ISI: Sunstone Hotel's Stock Performing Well, Still Cheap
Monday, March 12, 2012 - 8:46am | 139In a research report published today by ISI, Sunstone Hotel Investors' (NYSE: SHO) stock has performed well as of late, but is still cheap by most valuation metrics. ISI said in the report, “By and large, we believe that SHO has effectively blocked and tackled according to its well-articulated...
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Urban Outfitters Reputation Clean-Up Necessary, Former CEO to the Rescue
Tuesday, February 28, 2012 - 12:19pm | 681For the average consumer, Urban Outfitters (NASDAQ: URBN) has become a special-occasion based retailer in terms of wardrobe and expense. With the introduction of H&M, Forever 21 and other highly affordable brands in recent years, it is no wonder that the luxury store was more successful in the...
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ISI: Lowe's Sees Traffic Increase, 13% Buyback on the Horizon
Tuesday, February 28, 2012 - 10:40am | 112According to a research report published today by ISI, Lowe's (NYSE: LOW) traffic rose 3.8%, and there is large potential for leverage increases/sizeable buybacks. ISI further commented in the report, “LOW has plenty of overhead cover to revamp the merchandising, reposition the asset base and...