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How Wall Street Is Reacting To The FOMC Rate Decision
Friday, September 18, 2015 - 12:00pm | 861Read More...The Federal Open Market committee held its policy steady on Thursday by keeping the fed funds rate target range at 0.0-0.25 percent. Here is how Wall Street's top Fed experts reacted to the announcement. Credit Suisse: Debate Turns To October Meeting Dana Saporta of Credit Suisse...
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Are Investors Unfairly Punishing XPO Logistics?
Friday, September 18, 2015 - 10:20am | 292Read More...XPO Logistics, Inc. (NYSE: XPO) has seen a decline of more than 32 percent in its share price over the past three months. Macquarie’s James Clement has maintained an Outperform rating and price target of $48 on the company. Clement believes that the pullback in the stock following...
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Macquarie Discusses Amazon's 'Uncertain' And 'Unclear' Hardware Strategy
Friday, September 18, 2015 - 8:41am | 430Read More...Shares of Amazon.com, Inc. (NASDAQ: AMZN) have gained more than 60 percent year-to-date, as investors are finding confidence in the company's sales and strategies. Macquarie Research analyst Ben Schachter commented in a note on Friday that Amazon's hardware strategy is "unclear...
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Why Netflix Has Too Many Variables To Make It A Straight Buy
Wednesday, September 16, 2015 - 2:24pm | 344Read More...Shares of Netflix, Inc. (NASDAQ: NFLX) were higher by nearly 4 percent Wednesday as investors shrugged off a cautious report by analysts at Macquarie. Analysts note that Netflix could achieve over 81 million subscribers by the end of 2018, or 10 percent of the total addressable market....
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Macquarie Boosts Pandora Target On 'Enormous Potential' Of $0.99 Daily Pass
Tuesday, September 15, 2015 - 10:13am | 303Read More...The share price of Pandora Media Inc (NYSE: P) has risen by almost 14 percent in the last six months. Macquarie’s Amy Yong has maintained a Neutral rating on the company, while raising the price target from $17 to $19. Pandora Media has launched the One Day Pass, which offers...
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Why ARM Holdings Stock Could Finally Be Worth Buying
Friday, September 11, 2015 - 9:37am | 311Read More...ARM Holdings plc (ADR) (NASDAQ: ARMH) stock has declined close to 16 percent over the last six months. Macquarie’s Deepon Nag has initiated coverage of ARM Holdings with an Outperform rating and price target of $54. Nag believes that the recent pullback in the stock offers an...
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Apple's Stock Is Stuck, Says Macquarie Analyst
Thursday, September 10, 2015 - 9:07am | 292Read More...Apple Inc. (NASDAQ: AAPL) stock has risen 11.3 percent over the past year. Macquarie’s Ben Schachter has maintained an Outperform rating on the company, while lowering the price target from $140 to $133. Schachter believes that there were “more disappointments than positive...
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Macquarie's Take On The Apple TV
Tuesday, September 1, 2015 - 10:42am | 276Read More...Shares of Apple Inc. (NASDAQ: AAPL) have declined 1.48 percent year-to-date. Macquarie’s Ben Schachter has maintained an Outperform rating and price target of $140. Recent news reports indicate that the new Apple TV will have enhanced capabilities for gaming, apps and voice...
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Covering The Anxiety In Shares Of SunEdison
Monday, August 31, 2015 - 12:06pm | 362Read More...The share price of Sunedison Inc (NYSE: SUNE) has declined almost 27 percent year-to-date. Macquarie’s Angie Storozynski has initiated coverage of SunEdison with an Outperform rating and price target of $20. According to Storozynski, the company’s investment story has...
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TerraForm: Entering Emerging Markets With An Open Mind
Monday, August 31, 2015 - 11:08am | 372Read More...Shares of TerraForm Global Inc (NASDAQ: GLBL) have risen almost 8 percent over the last five days of trading. Macquarie’s Angie Storozynski has initiated coverage of TerraForm Global with an Outperform rating and price target of $17. Storozynski believes that while there is no...
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Cash + Growth = Upgrade At Stanley Black & Decker
Monday, August 31, 2015 - 10:44am | 405Read More...The share price of Stanley Black & Decker, Inc. (NYSE: SWK) has risen close to 4 percent year-to-date. Macquarie’s Mike Wood has upgraded the rating on Stanley Black & Decker from Neutral to Outperform, while raising the price target from $116 to $120. The upgrade is based...
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Will Oil Ever Recover?
Friday, August 28, 2015 - 9:46am | 425Read More...In a new report, Macquarie Research analyst Vikas Dwivedi discussed the firm’s outlook for crude oil. Overall, Macquarie sees value in the oil market, but investors will need to be extremely patient while the industry rights the ship. State of affairs As nuanced as some of the...
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Bank Of America Upgraded En Masse On Wall Street
Tuesday, August 25, 2015 - 10:21am | 848Read More...Shares of Bank of America Corp (NYSE: BAC) rebounded on Tuesday morning by more than 5 percent after Wall Street analyst upgraded the stock en masse. The stock traded recently at $16.04, up 4.9 percent on the day. Bernstein: Sell-Off Provides ‘More Attractive' Entry Point John...
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Macquarie Discusses Travelers Investor Day Presentation, Reiterates At Sell
Friday, August 14, 2015 - 10:50am | 280Read More...In a report published Thursday, Macquarie Research analyst Amit Kumar offered a quick take following Travelers Companies Inc (NYSE: TRV)'s Investor Day presentation which was hosted by senior executives including incoming Alan Schnitzer who will take over as CEO on December 1. Kumar noted...
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Oil Rig Counts Could Keep Falling In America: Here's Why
Thursday, August 13, 2015 - 7:56am | 369Read More...According to Walt Chancellor at Macquarie Research, a combination of "resilient supply and continuing productivity gains" will provide headwinds to oil drilling demand. The impact: U.S. oil production may not stabilize until mid-2017, Chancellor said. Looking into the near-term...
