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Here's Why Bob Peck Remains Bullish On Twitter Post-Earnings
Friday, February 6, 2015 - 9:05am | 228Robert Peck of SunTrust Robinson Humphrey on Friday commented in a note that Twitter Inc (NYSE: TWTR) still has several key product initiatives that are relatively new or in beta and that the company continues to build momentum. Peck notes that Twitter's average revenue per user grew 65...
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Amazon's Lust For RadioShack's Physical Assets; SunTrust Analyst Dishes
Tuesday, February 3, 2015 - 3:45pm | 442While the New York Stock Exchange has begun the process of de-listing the stock of RadioShack Corporation (NYSE: RSH), companies are looking to prey on the assets held by the now bankrupt company. Among these stock predators is Amazon.com, Inc. (NASDAQ: AMZN), as Bloomberg recently reported....
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Twitter Introduces Syndicated, Promoted Tweets On Flipboard
Tuesday, February 3, 2015 - 12:54pm | 204Twitter Inc (NYSE: TWTR) announced on Tuesday the introduction of syndicated, Promoted Tweets on the venture capital-backed Flipboard. Twitter’s blog noted that Tweets are unique in that they can flow to other mediums and that in the third quarter of 2014 alone there were “...
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SunTrust's Bob Peck Asks: Has Twitter's 'Facebook Moment' Just Begun?
Tuesday, February 3, 2015 - 11:49am | 179Twitter Inc's (NYSE: TWTR) announcement that it has reached a deal with Flipboard to syndicate tweets to the Flipboard app could be the beginning of the company's “Facebook Inc (NASDAQ: FB) Moment.” Bob Peck of SunTrust Robinson Humphrey coined the term “Facebook...
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SunTrust's Bob Peck Offers 5 Reasons Why Amazon Should Buy Some RadioShack Stores
Tuesday, February 3, 2015 - 9:49am | 147Robert Peck of SunTrust Robinson Humphrey commented in a note on Tuesday why Amazon.com, Inc. (NASDAQ: AMZN) should consider buying some of RadioShack Corporation's (NYSE: RSH) stores and take over the leases. Peck notes that Amazon should consider this move for several reasons: No tax...
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SunTrust Remains Bullish On Yahoo, Company 'Delivers On Promise'
Wednesday, January 28, 2015 - 11:48am | 217Yahoo! Inc. (NASDAQ: YHOO) stated in its quarterly results on Tuesday that its 384 million shares of Alibaba Group Holding Ltd (NYSE: BABA) will be spun-off tax-free in the fourth quarter 2015, avoiding a $16 billion tax liability. Robert Peck of SunTrust Robinson Humphrey commented in a note...
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SunTrust: Amazon Search Had A Glitch
Wednesday, January 21, 2015 - 9:10am | 135SunTrust's Bob Peck issued a note Tuesday alerting investors to a glitch in Amazon.com, Inc.'s (NASDAQ: AMZN) search function. Users on Amazon's seller forum reported that Amazon said at the time that it was a "known glitch." At present, it appears the site is functioning...
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Analysts Remain Bullish On Google Ahead Of Q4 Earnings
Sunday, January 18, 2015 - 12:42pm | 670Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) received a handful of bullish analyst ratings on Wednesday, January 14, ahead of the company’s fourth quarter fiscal 2014 earnings report. Google did not have the best year in 2014, and has fallen short of earnings expectations in four consecutive...
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SunTrust: Twitter-Yahoo Combo 'Could Make Sense'
Tuesday, January 6, 2015 - 3:23pm | 219Twitter Inc (NYSE: TWTR) shares rose Tuesday after an analyst said speculation about an acquisition of Yahoo! Inc. (NASDAQ: YHOO) is plausible. Yahoo's former Chief Executive Ross Levinsohn earlier Tuesday told CNBC that if Yahoo divests its Asian assets, then Twitter should step in and...
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Survey: Internet Competitors' Places Hold Steady In Q4
Monday, January 5, 2015 - 12:23pm | 416Familiar names came out on top in a quarterly survey of Internet use that found relatively slow and steady gains for social networking, e-commerce and streaming media. In social media, Facebook Inc's (NASDAQ: FB) market penetration held steady at about 78 percent in the fourth quarter,...
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How Wall Street Is Using Estimize
Wednesday, December 3, 2014 - 10:09am | 891The first customers of Estimize were large quantitative hedge funds. But the data from the crowd-sourced analytics provider is now being requested by discretionary traders, analysts, portfolio managers, bankers, investor relations departments and even corporations, according to founder and...
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SunTrust: Platform Algorithms Are 'Evolving Entities'
Monday, November 17, 2014 - 11:03am | 281In a note to clients on Monday, Robert Peck of SunTrust Robinson Humphrey emphasized the important of monitoring platform algorithms. The note follows Facebook Inc's (NASDAQ: FB) move on Friday in which the company changed how it shows posts in the News Feed. A user's News Feed, and the...
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What To Expect From Alibaba And The World's Largest E-Commerce Sale
Monday, November 10, 2014 - 12:18pm | 343The world's largest single day e-commerce event, Singles Day, will take place on Tuesday throughout China and the world. Investors may pay greater attention to the country's most recognizable e-commerce player, Alibaba Group Holding Ltd (NYSE: BABA). Brean Capital: Alibaba ‘...
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SunTrust Calls Twitter's Upcoming Analyst Day A Watershed Moment
Monday, November 3, 2014 - 9:42am | 278SunTrust analyst Robert Peck weighed in on Twitter Inc's (NASDAQ: TWTR) inaugural analyst day on November 12, which he terms a "watershed moment." SunTrust maintains Buy, but feels analyst day is very important. The firm believes that the company needs to address the investor...
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SunTrust Maintains On Twitter Following Weak Guidance
Tuesday, October 28, 2014 - 8:13am | 265Twitter Inc (NYSE: TWTR) released earnings Monday night that were mostly in-line, but issued guidance below consensus. SunTrust's Robert Peck came out with a Tuesday morning note with some highlights noted below. "1) Revenue and EBITDA beat while MAU (Monthly Average Users) of 284M...