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Lone Pine To Investors: We Had A Tough Third Quarter
Wednesday, October 28, 2015 - 2:14pm | 622Read More...Steve Mandel's Lone Pine Capital told investors in a letter dated October 14 that the fund had a "tough third quarter." Mandel did however state that recent "sharp" declines in the equity market have created the "potential for outsized appreciation." The fund's objective remains "to invest in...
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Do Your Internet Picks Match Credit Suisse's Picks?
Friday, October 9, 2015 - 1:31pm | 462Read More...Stephen Ju of Credit Suisse previewed the Internet sector ahead of the upcoming earnings season. Ju reiterated his top three picks: Amazon.com, Inc (NASDAQ: AMZN), Facebook Inc (NASDAQ: FB) and Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG). Ju noted that stock performances will "hinge" more on...
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JPMorgan Names Google, Facebook And LinkedIn As Top Internet Picks
Thursday, September 24, 2015 - 1:51pm | 1093Read More...Doug Anmuth, JPMorgan's Internet analyst stated in a note on Thursday that Internet stocks under his coverage fell 5 percent in 2014 versus the S&P 500's 11 percent gain. Anmuth noted that the underlying secular trends "remain strong." Anmuth's three top picks: Google Inc...
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8 Internet Stocks Brean Capital Is Watching Ahead Of Earnings
Tuesday, July 21, 2015 - 11:02am | 911Read More...In a report published Tuesday, Brean Capital analyst Mike Burton previewed June quarter results for eight Internet stocks under his coverage. Burton noted that mobile-exposed names have been under pressure due to China related concerns and low expectations for Samsung. On the other hand, Apple...
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Mizuho Picks Top Internet Stocks, But Google And Netflix Don't Make The Cut
Friday, June 26, 2015 - 2:52pm | 414Read More...A new report by Mizuho analyst Neil Doshi takes a look at the investment opportunities that remain in Internet stocks now that the Internet has reached the ripe old age of 20. “The pace of technology evolution over the past 20 years seems far more substantial than the prior 30 years and we...
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6 Internet Stories Cantor Fitzgerald Analysts Are Following
Friday, May 22, 2015 - 9:56am | 578Read More...In a report published Friday, Cantor Fitzgerald analysts discussed six Internet stories they are following. Twitter: CFO Discusses Issues, Google Search Results Update Twitter Inc (NYSE: TWTR)'s CFO stated at an investor conference this week that he's still not seeing the benefit from...
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Risks For Alibaba, Yahoo And Internet Stocks? Bernstein Just Laid Them Out
Thursday, May 21, 2015 - 9:10am | 644Read More...Alibaba Group Holding Ltd (NYSE: BABA) shares are rising nearly 1 percent on Thursday morning on the back of an initiation at Bernstein. The Wall Street firm holds an Outperform rating on the Internet giant with a $120 price target. Aside from the headline news, there's also an interesting...
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6 Internet Stocks Morgan Stanley Is Watching Amid Earnings Season
Tuesday, April 21, 2015 - 12:21pm | 617Read More...In a report published Tuesday, Morgan Stanley analysts led by Benjamin Swinburne previewed several Internet stocks ahead of quarterly prints. "Internet stocks face foreign exchange headwinds and trade at generally lofty valuations – particularly when incorporating non-cash comp,...
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eBay Earnings Preview: Double-Digit Revenue Growth Expected
Tuesday, January 17, 2012 - 7:33am | 696Read More...eBay (NASDAQ: EBAY) is scheduled to report fourth-quarter 2011 results tomorrow, January 18, after the markets close. CEO John Donahoe said at the Consumer Electronics Show that mobile commerce is expected to be surge this year, with PayPal payments increasing as much as 75%. Investors could use...
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Baidu Earnings Preview
Saturday, July 23, 2011 - 6:10pm | 556Read More...Baidu (NASDAQ: BIDU) is scheduled to report its second-quarter 2011 results Monday, July 25, after the markets close. Investors will be looking for the Chinese-language Internet search engine operator's momentum to continue with another in a string of quarterly earnings surprises. Analysts are...
