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Watch These 4 Streaming Music Stocks
Monday, June 13, 2016 - 11:36am | 355Read More...Streaming music appears to represent the future of how individuals listen to their favorite artists. It is safe for investors to assume that streaming music is here to stay, but the question remains: Which companies will be profitable and offer shareholders superior returns and which ones will fade...
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Dish Network's Bull Case Is Still Too Tough To Call, Says Macquarie
Tuesday, May 31, 2016 - 4:19pm | 310Read More...Macquarie Research's Amy Yong reiterated Dish Network Corp (NASDAQ: DISH)'s Neutral rating with a price target of $62.00 coming just before Dish's second quasi-Analyst Day. The Broadcast Incentive Auction beginning Tuesday could provide growth for Dish, according to the analyst. Since Liberty...
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At Least One Analyst Is Waiting On The Sidelines Ahead Of Whole Foods' Q2 Results
Wednesday, May 4, 2016 - 12:31pm | 359Read More...Whole Foods Market, Inc. (NASDAQ: WFM) is set to release its second-quarter results late Wednesday, and Macquarie said the results will be characterized by "accelerating negative comparable store store sales" and margin contraction "which could prove worse than anticipated." Wall Street expects the...
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Salesforce.com Is Macquarie's Overall Top Pick In Enterprise Software
Tuesday, April 26, 2016 - 9:47am | 312Read More...Macquarie’s Sarah Hindlian expects salesforce.com, inc. (NYSE: CRM) to witness a robust FY16, with the launch of its new user interface, ongoing margin expansion and price increases. Hindlian maintains an Outperform rating on the company, with a price target of $92. Price Hikes Naming...
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Macquarie's New Price Target On Oracle Represents ~14% Upside
Tuesday, April 26, 2016 - 9:31am | 313Read More...Macquarie’s Sarah Hindlian believes Oracle Corporation (NYSE: ORCL)'s revenues and EPS are set to inflect and stabilize in FY17 and FY18. Hindlian maintains an Outperform rating on the company, with a price target of $46, which represents 14 percent upside from the current stock valuation....
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Shoe Industry Manufacturing Is About To Change Forever (And Nike's Leading The Charge)
Tuesday, April 19, 2016 - 1:16pm | 312Read More...Macquarie’s Laurent Vasilescu believes that the footwear and apparel industry is looking toward automation to mitigate the rising labor costs, and Nike Inc (NYSE: NKE) is leading this “manufacturing revolution.” Vasilescu reiterated an Outperform rating on the company, with a...
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Nike's North American Inventory Number Is Something Many Are Missing: And It's Good
Friday, April 8, 2016 - 12:45pm | 409Read More...Nike Inc (NYSE: NKE) is up roughly 18 percent over the past 12 months, a little more than 1 percent over the last three months, and analysts like the name. Goldman Sachs, Barclays and Credit Suisse all maintained their ratings on the stock following its recent earnings results, with Buy, Overweight...
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Macquarie: Oil Will Fall To Low $30s Again
Monday, March 28, 2016 - 2:28pm | 283Read More...In a new report, Macquarie Research analyst Vikas Dwivedi explains why the firm believes that crude oil's recent rally will be short-lived. Although the firm remains positive on oil in the medium-to-long-term, Dwivedi believes it's headed back to the $30/bbl range before its ultimate move...
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Food Stamp Usage Is Declining
Wednesday, March 23, 2016 - 1:54pm | 451Read More...Food stamp benefits fell 3.1 percent in December. The decline has been attributed to the approximated 230 basis point drop in participation and roughly 80 basis point decline in benefits/person. According to Macquarie Research, this is the "ninth consecutive monthly decline since the November 2013...
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Pandora Just Launched Its Ticketfly App, And It's Exciting Investors
Friday, March 18, 2016 - 11:11am | 381Read More...Pandora Media Inc (NYSE: P) has seen some recent volatility, down roughly 38 percent over the past one year and roughly 24 percent since January. However, the tides may be turning for the music media giant. Due in large part to its newly launched Ticketfly app, Macquarie Research analyst Amy Yong...
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Macquarie Warns Kroger Investors: 'Sell While You Can'
Friday, March 4, 2016 - 11:16am | 246Read More...Macquarie's Bob Summers downgraded the rating on The Kroger Co (NYSE: KR) from Neutral to Underperform, while lowering the price target from $33 to $27. "We believe the stock's rerating was not permanent and expect the multiple to contract given disappointing Q4 and FY16 same-store...
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Oil Rally Not Justified, This Says
Thursday, March 3, 2016 - 3:07pm | 245Read More...Macquarie Research recently issued an industry report on commodities saying that the recent crude oil rally is not justified by fundamental data. Analyst Vikas Dwivedi gave his case that while the global surplus of oil is shrinking due to major firms cutting production, short-term drivers are...
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Gogo Lawsuit Brings 80% Market Share Into Question, Analyst Says
Tuesday, February 16, 2016 - 2:30pm | 433Read More...Gogo Inc (NASDAQ: GOGO) announced that a lawsuit was filed against the company last week by American Airlines Group Inc (NASDAQ: AAL). The 8k indicated that due to the lawsuit, Gogo is now considering competitors for inflight connectivity services for approximately 200 aircraft. Macquarie sees...
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Morgan Stanley Has 'Frustrated' Analysts, But It's Now Changing Their Minds
Tuesday, February 2, 2016 - 10:35am | 308Read More...Shares of Morgan Stanley (NYSE: MS) have declined 33.82 percent over the past six months, dropping almost to their 52-week low on January 21, at $24.78. Macquarie’s David Konrad has upgraded the rating on the company from Neutral to Outperform, with a price target of $33. Konrad...
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Macquarie Trims Alibaba Profit Expectations: Here's Why
Tuesday, January 26, 2016 - 12:25pm | 345Read More...Alibaba Group Holding Ltd (NYSE: BABA) shared have declined 32.4 percent over the past year, almost touching their 52-week low on September 28, 2015 at $57.39. Macquarie’s Wendy Huang has maintained a Neutral rating and price target of $80 on the company. Although the current stock...
