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Who Wins If America's Oil Export Ban Is Squashed?
Wednesday, September 16, 2015 - 9:23am | 674Read More...House Republicans plan on voting in the next couple of weeks on a bill that would lift the ban on U.S. oil exports. It’s unclear if the bill will gain enough support from congressional Democrats to pass. Elimination of the export ban would be good news for E&Ps and bad news for...
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How To Get 30% Upside By Investing In Convenience Stores
Tuesday, September 8, 2015 - 12:59pm | 430Read More...In a report published Monday, JPMorgan analyst Matthew Boss explored the convenience store sector, noting that low gas prices could prove to be a "potential positive" over time given higher margin in-store merchandising. According to Boss, the sector experienced a 30 percent pullback...
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Jefferies Asks: What's In The 'Cards' This Quarter?
Wednesday, April 22, 2015 - 1:54pm | 277Read More...In a report published Tuesday, Jefferies analyst Jason Kupferberg suggested that expectations for credit card processors are "somewhat muted" ahead of earnings next week. According to Kupferberg, both Visa Inc (NYSE: V) and MasterCard Inc (NYSE: MA) will likely note incremental foreign exchange...
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The Axis Of The Restaurant Sector Just Shifted (Thanks To Credit Suisse)
Wednesday, March 11, 2015 - 12:58pm | 902Read More...In a report published Tuesday, Credit Suisse analyst Jason West initiated the Restaurant Sector at Neutral, noting that the group is "entering happy hour, but without the discount." West commented that fundamentals for the group are turning more positive and multiple tailwinds should...
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Citigroup Says 'Go Long Pickups,' Prefers General Motors Over Ford
Wednesday, March 4, 2015 - 11:31am | 272Read More...In a report published Tuesday, Citigroup analyst Itay Michaeli commented on General Motors Company's (NYSE: GM) U.S. February sales data. According to Michaeli, General Motors' below consensus February sales were due to a weather-related slowdown. On the other hand, the sales report did...
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Monster Beverage's Valuation 'Looks Full,' Jefferies Notes
Friday, February 27, 2015 - 11:02am | 247Read More...In a report published Thursday evening, Jefferies analyst Kevin Grundy commented that Monster Beverage Corp's (NASDAQ: MNST) valuation "looks full" following its fourth quarter "high quality" beat. Grundy noted that Monster Beverage is off to a "strong start"...
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Wedbush Recommends These 2 Retailers Ahead Of Q4 Prints
Monday, February 23, 2015 - 9:19am | 364Read More...In a report published Monday, Wedbush analyst Morry Brown suggested that Express, Inc. (NYSE: EXPR) and Ross Stores, Inc. (NASDAQ: ROST) are top picks heading into retail earnings season. "With retail seeing multiple cross currents (lower gas prices, a better consumer spending environment...
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Barclays Cites 'Absence Of Near-Term Catalysts' In Wal-Mart Downgrade
Friday, February 20, 2015 - 10:10am | 224Read More...In a report published Friday, Barclays analyst Meredith Adler downgraded shares of Wal-Mart Stores, Inc. (NYSE: WMT) to Equal-weight from Overweight with a price target lowered to $85 from a previous $90 as the company is unlikely to see benefits from its investments in higher wages and training in...
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Savings At The Pump Not Enough To Loosen Consumers' Purse Strings
Friday, February 13, 2015 - 3:33pm | 369Read More...U.S. retail sales figures out on Thursday showed that lower gas prices weren’t enough to prompt U.S. shoppers to spend more. Sales fell 0.8 percent in January, a near repeat of December’s 0.9 percent decline. While gas prices accounted for much of the 0.8 percent loss, spending...
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Morgan Stanley Says Mobileye Could Benefit From $2/Gallon Gas
Wednesday, January 21, 2015 - 9:59am | 164Read More...Ravi Shanker of Morgan Stanley on Wednesday commented that “$2 gasoline brings complexity to the auto industry” and that the cheap gas may also complicate long-term secular trends that are pushing towards tougher fuel efficiency standards. Shanker notes that nevertheless, the industry still remains...
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Former Royal Dutch Shell President Won't Be Surprised To See Crude Oil Bottom Out Now, Start To Go Up In Late Spring
Sunday, January 11, 2015 - 2:35pm | 389Read More...Crude oil took a big cut on Friday following the release of the December Jobs data. Although it continues to trade below $50 and make new lows, some experts are predicting this to be the bottom. John Hofmeister, former U.S. president of Royal Dutch Shell plc (ADR) (NYSE: RDS-A) and founder of...
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Jefferies: Wal-Mart Saw Good Holiday Sales, Lower Gas Prices To Help
Wednesday, January 7, 2015 - 12:19pm | 188Read More...Daniel Binder of Jefferies commented in a note on Wednesday that Wal-Mart Stores, Inc. (NYSE: WMT) likely saw good holiday sales and that its momentum will likely continue in the near-term. “Despite some bottlenecks due to port issues, we think the company saw good Holiday results based on our...
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D.A. Davidson Comments On The Engineering And Construction Sector, Offers Top Picks
Wednesday, January 7, 2015 - 10:31am | 482Read More...John Rogers of D.A. Davidson commented in a note on Wednesday that recent declines in oil prices will “undoubtedly” slow spending on some oil and gas sector work, which may prove beneficial to consumers but could hurt engineering and construction firms. Rogers notes that shares of...
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Morgan Stanley: Capital Expenditure Plans Dipped In December
Wednesday, December 31, 2014 - 8:55am | 169Read More...Morgan Stanley's Composite Capex Plans Index has risen four consecutive months through November, reaching the highest level seen since June 2011. However, the Index cooled off from 22.3 in November to 21.3 in December. “Last week, after the most recent data showed a slowdown in durable goods orders...
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Stifel Looks Forward To Automotive And Auto Components In 2015
Monday, December 29, 2014 - 12:02pm | 253Read More...James Albertine of Stifel expects 16.75 million cars to be sold in 2015, representing a 2 percent to 3 percent increase from 2014. In a note to clients on Monday, Albertine states that persistent low fuel costs and interest rates, the middle and lower income consumers participating in the auto...
