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Seth Golden and David Do are now friends 4 years, 11 months ago
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Seth Golden and Brian Fallon are now friends 4 years, 11 months ago
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Seth Golden started the topic Wal-Mart sets pace for holiday sales in October in the forum State of Retail in U.S. 4 years, 11 months ago
Walmart plans to launch holiday shopping deals at midnight on October 25 to mark its earliest start date ever for the retailer’s holiday shopping season.
The earlier start is due in part to the late Thanksgiving this year, which cuts in the traditional holiday shopping period.
This holiday shopping season will see Walmart feature its Gift Finder…[Read more]
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Seth Golden and Scott Henderson are now friends 4 years, 11 months ago
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Seth Golden and Thomas Stapleford are now friends 4 years, 11 months ago
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Seth Golden posted an update 4 years, 11 months ago
Morgan Stanley on Apple price target raising:
1) The market view is that with the launch of TV+, AAPL is entering a new, more capital intensive market with a low… -
Seth Golden posted an update 4 years, 11 months ago
MKM: The pain trade is increasingly clear: .. a slow and gradual market advance in anticipation of a phase one agreement and the prospect then of a phase two negotiation ..”
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Seth Golden and Omni Comp are now friends 4 years, 11 months ago
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Seth Golden posted an update 4 years, 11 months ago
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Seth Golden posted an update 4 years, 11 months ago
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Seth Golden and Henk Fischer are now friends 4 years, 12 months ago
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Seth Golden posted an update 4 years, 12 months ago
Credit Suisse notes -
Seth Golden started the topic Goldman on NFLX Q3 2019 in the forum FANG Stock Headlines & Happenings 4 years, 12 months ago
GS on NFLX: raise PT to 400
1. we see considerable upside to management’s subscriber guidance for 4Q and consensus expectations for next year given the strength of the content slate2. We remain Buy rated (on CL) and raise our 12-month price target to $400 from $360 to reflect our revised estimates, incremental visibility into forward subscriber…[Read more]
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Seth Golden replied to the topic JPM Supports NFLX Q3 in the forum FANG Stock Headlines & Happenings 4 years, 12 months ago
JPM on NFLX: increased confidence
1. Overall, we believe 3Q earnings provides increased confidence that NFLX will continue to add subs at a healthy pace while withstanding new competitive streaming threats.2. We reiterate our Overweight rating & our SOP-driven PT remains $425.
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Seth Golden and Leo Bur are now friends 4 years, 12 months ago
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Seth Golden posted an update 4 years, 12 months ago
JPM on the retail sales #s
we estimate that real consumer spending increased 2.6% saar in 3Q. This is a notable step down from the robust 4.6% increase reported for 2Q… -
Seth Golden posted an update 4 years, 12 months ago
Goldman Sachs: I. This is the longest economic expansion in US history. 123 months (+) and counting starting in June 2009. The previous expansion record was 120 months (March 1991 to March 2001).
II. S&P had the best Q1-Q3 performance since 1997 . YTD SHARPE = 1.6.
III. This is the best year for the 60-40 stock bond portfolio since 1997 and the…[Read more]
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Seth Golden and koutix are now friends 4 years, 12 months ago
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Seth Golden and Eric Smith are now friends 4 years, 12 months ago
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Seth Golden and Ryan Kingston are now friends 4 years, 12 months ago
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