ISI

In a research report published today, ISI lunched with Prologis Inc.'s (NYSE: PLD) CFOs, Bill Sullivan and Tom Linger, who discussed the company's efforts to sell assets outright and into co-investment funds. “Overall, the roadmap the company laid out for the Japan funds (first close by June 30th...

According to a research report published today by ISI, Southwestern Energy (NYSE: SWN) shares screen as expensive, which indicates a recovery in gas and cash flow growth. In the report, ISI claims, “To be sure, SWN continues to execute well on its dry gas development in the Fayetteville and posted...

In a research report published today by ISI, investors are becoming increasingly more optimistic that Urban Outfitters' (NASDAQ: URBN) success will be restored now that Robert Hayne's is back in control. According to ISI, “Given his 40+ year track record cultivating its unique brand concepts at...

In a research report published today by ISI, Charter Communications (NASDAQ: CHTR) is doing okay, considering video losses and impressive broadband results. “Of the results that weren't preannounced, we'd say things were “OK” overall. Revenues came in spot in-line with consensus at $1.83B....

In a research report published earlier today, ISI is remaining cautious when it comes to Cablevision Systems (NYSE: CVC), as no new COO has taken over. In the report, ISI commented, “On a sequential but normalized basis (excluding one-time Hurricane Irene costs), cable margins could be still...

In a research report published today by ISI, Chesapeake Energy's (NYSE: CHK) financial structure and liquidity position have become increasingly complex as of recent. ISI commented in the report, “But disclosures have narrowed making it even more difficult to determine the true value of the...

In a research report published today by ISI, Range Resources (NYSE: RRC) released a highly optimistic update after the market close yesterday. Concerning the updates, ISI said, “RRC released an extremely positive update after the market close in which it raised near-term growth (to 30 to 35% from...

In a recent research report published by ISI, Genuine Parts Company (NYSE: GPC) reported a favorable 4Q with positive gross margin inflection. In the report, ISI said, “Price optimization, vendor rebates, and improved purchasing are bearing fruit, with GM rate +50bps YoY in 4Q11 a clear positive...

In a research report released today, ISI expressed several concerns about RadioShack's (NYSE: RSH) future, including gross margin dollars falling in the future. “RSH's quest for relevancy can accept lower margins, but without improvement in traffic, operating margins are likely to continue to fall...

According to a recent research report published by ISI, Brocade Communications (NASDAQ: BRCD) has never shown a stable quarter when it comes to the Ethernet business. “After two straight quarters of double-digit Y/Y growth, Ethernet product sales were down 3% Y/Y. On one hand, sales in the Service...

According to a research report published today, ISI likes the changes Dell Inc. (NASDAQ: DELL) is making to its business model, but questions whether or not the company is too big to change. In the report, ISI said, “We like the Plan…just not the Set-up. We applaud the changes DELL is making to...

According to a research report published today by ISI, Wal-Mart Stores (NYSE: WMT) has succeeded in keeping traffic consistent throughout its US stores. In the report, ISI mentioned, “WMT's 4Q EPS of $1.44 came in $0.03 below our estimate, and $0.02 below the Street. The +1.5% Walmart U.S. comp...

In a research report published earlier today, ISI said that American Campus Communities Inc. (NYSE: ACC) came in just ahead of consensus and in-line with estimates. In the report, ISI mentioned, “The major variances to our model were better than expected revenues which were slightly offset by...

E*Trade Financial, (NASDAQ: ETFC) a website that promises to take your investments to the next level, has come under quite a bit of pressure within the last few months to step up its game. The online broker fell 20 percent in January from a year earlier, which was actually, believe it or not, seen...

In a research report published earlier today, ISI revealed its decision to maintain its Hold rating on E*Trade (NASDAQ: ETFC) due to a recent management meeting that revealed the long-term outlook on the stock to be promising, but to remain cautious in 2012. According to ISI, “After a dinner...