Axiom Capital Management

The United States concluded first-round negotiations of the North American Free Trade Agreement with Canada and Mexico Sunday, having laid groundwork to modernize the 23-year-old treaty. President Donald Trump has been critical of the existing deal and has threatened to exit altogether if the U.S....

In spite of United States Steel Corporation (NYSE: X)'s positive earnings report Tuesday, the markets saw unusual weakness across the industry Wednesday, from AK Steel Holding Corporation (NYSE: AKS) to Steel Dynamics, Inc. (NASDAQ: STLD). Gordon Johnson, managing director of Axiom Capital...

In a way, the solar scene is poised to prove the maxim “ignorance is bliss.” Gordon Johnson, managing director of Axiom Capital Management, thinks uncertain regulatory catalysts are cause for hope among solar investors. Johnson expects a bull market in U.S. solar until November 2017 ━...

Solar stocks popped Tuesday on news that the Trump administration was considering a value-added carbon tax to increase federal revenue. But Axiom Capital’s Gordon Johnson told Benzinga the chance of Congress passing a tax is less than 5 percent. Raymond James analyst Pavel Molchanov added...

Yahoo! Inc. (NASDAQ: YHOO) could be sold by the end of summer or sooner, according to Victor Anthony of Axiom Capital. "Investors have been bombarded with press reports about the 40+ interested parties for Yahoo's Core business. While the high number (40+) is typical in any asset sale...

Axiom Capital analyst Gordon Johnson thinks it's time to start shorting Joy Global Inc. (NYSE: JOY). Johnson, appearing on Wednesday's PreMarket Prep, said the industrial stock "has gotten ahead of itself," and he expects the company will cut guidance during Thursday's Q1...

Shares of LinkedIn Corp (NYSE: LNKD) have declined 23.87 percent over the past three months, to a low of $188.03 on January 27. Axiom’s Victor Anthony has maintained a Buy rating on the company, while lowering the price target from $285 to $210. Calling the market reaction to the...

Shares of Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG) have appreciated 43.39 percent over the past year, to a high of $793.96 on December 29. Axiom’s Victor Anthony has maintained a Buy rating on the company, while raising the price target from to $1,001 (although this is just a $1...

GATX Corporation (NYSE: GMT) shares have declined 28.68 percent year to date, almost touching their 52 week low at $41.04 on December 11. Axiom’s Gordon L. Johnson II has initiated coverage of the company with a Sell rating and price target of $20. Johnson prefers to maintain a...

Shares of Sunedison Inc (NYSE: SUNE) have declined 33.8 percent following the release of its 3Q15 results after-market on Monday, reaching a low of $4.775 on November 11. Axiom’s Gordon L. Johnson has downgraded the rating on the company to Sell, with a price target of $2. Johnson...

In a report published Monday, Axiom Capital Management analyst Victor Anthony initiated a Hold rating on shares of Pandora Media Inc (NYSE: P), noting there is a lot of uncertainty surrounding the company's future. Anthony offered two arguments that highlight uncertainty and clouds the long...

Axiom commented on Twitter Inc (NYSE: TWTR) Thursday following checks with the company's marketing partner, Ampush. Analyst Victor Anthony indicated that Ampush data suggested Twitter still remained years behind Facebook Inc (NASDAQ: FB) and "it is certainly a struggle for new...

Gordon Johnson is the Managing Director and Senior Equity Research Analyst at Axiom Capital Management. He covers the clean technology sector, which includes companies in sectors such as clean coal, solar and fuel cell. He was recently ranked by Bloomberg among the top stock pickers in the solar...