Friends – Activity – Josh Patterson

Seth Golden posted an update 3 years, 8 months ago

UBS upgrades AAPL: UBS analyst David Vogt upgraded Apple (AAPL) to Buy from Neutral with a price target of $142, up from $115.

The analyst expects iPhone demand in fiscal 2021 and 2022 to be “relatively stable in-line with historic demand trends” following an analysis of procurement, upgrade rates, and customer retention, specifically outside of…[Read more]

Seth Golden posted an update 3 years, 8 months ago

Morgan Stanley’s weekly analysis

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Seth Golden posted an update 3 years, 8 months ago

Goldman Sachs on yields

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Seth Golden posted an update 3 years, 8 months ago

FANG just about back to the highs

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Seth Golden posted an update 3 years, 8 months ago

For Q1 2021, analysts are projecting earnings growth of 22.6% and revenue growth of 6.2%.
For Q2 2021, analysts are projecting earnings growth of 51.2% and revenue…

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Seth Golden posted an update 3 years, 8 months ago

Fed speakers this week

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Seth Golden posted an update 3 years, 8 months ago

Amazon
E-commerce giant Amazon was deemed a “Fresh Pick” by Baird analyst Colin Sebastian. As such, the top analyst reiterated a Buy rating and price target of $4,…

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Seth Golden posted an update 3 years, 8 months ago

About 3% above 2009-2010 analogue presently

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Seth Golden posted an update 3 years, 8 months ago

1998-2000 Nasdaq analogue updated

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Seth Golden posted an update 3 years, 8 months ago

Sneak peek at today’s SOTM recording:

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Seth Golden posted an update 3 years, 8 months ago

Morgan Stanley global report. Copy link: file:///Users/sethgolden/Downloads/GLOBAL_20210316_0000.pdf

Seth Golden posted an update 3 years, 8 months ago

Continued earnings revision evolution

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Seth Golden posted an update 3 years, 8 months ago

“In light of larger fiscal package just enacted, we now expect slightly higher GDP growth of +6% / +11% / +8.5% / +6.5% in 2021Q1-Q4 which implies +7.0% in 2021 on a full-year basis (vs. +5.5% cons) and +8.0% on a Q4/Q4 basis (vs. +6.0% cons)”

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Seth Golden posted an update 3 years, 8 months ago

Nasdaq positioning is actually pretty light:

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Seth Golden posted an update 3 years, 8 months ago

4) What level of interest rates stresses the economy
and Equities? Interest rates always rise to some degree asthe economy revives, but the risk of a negative…