-
Seth Golden started the topic Morgan Stanley Upgrade in the forum Target (TGT) 5 years, 5 months ago
Morgan Stanley upgraded Target on Monday, saying it sees improving margins and a more, “balanced,” risk/reward for the retail giant. The firm upgraded the stock to equal-weight from underweight and reiterated its $67 price target.
“First, we think TGT’s margin erosion (a core tenet of our prior Underweight view) is likely to moderate in the nea…[Read more]
-
Seth Golden started the topic Google Delists Huawei in the forum FANG Stock Headlines & Happenings 5 years, 5 months ago
-
Seth Golden started the topic UBS Trade Deal Probabilities in the forum S&P 500 Analysts Notes 5 years, 5 months ago
1. In our base case, we expect a trade deal or truce over the next six months, though only after a bumpy negotiation process that
potentially leads to spikes in market volatility.
2. We still see a risk (30%) that negotiations will break down and the US raises tariffs on the balance of its imports from China
3. We see little chance (20%) of a…[Read more]
-
Seth Golden and Fred Hughes are now friends 5 years, 5 months ago
-
Seth Golden started the topic Twitter Equal Weight Coverage in the forum Twitter (TWTR) 5 years, 5 months ago
-
Seth Golden started the topic Nomura lowers estimates and price target in the forum Apple Inc. (AAPL) 5 years, 5 months ago
-
Seth Golden started the topic Deutsche Bank on SPX-Trade War in the forum S&P 500 Analysts Notes 5 years, 5 months ago
Deutsche: Trade war heat is on
1. a large, unexpected change (perceivedor actual) to the global trading order would ensure the market correction goes well beyond the normal 5%
2. Second-order dynamics via financial markets and confidence will be more significant and less predictable.
3. There is also the possibility of further escalation by…[Read more]
-
Seth Golden posted an update 5 years, 5 months ago
Feds Lael Brainard speaking
trade conflict creating uncertainty
consumers remain confident, job market is strong
now is a bad time to weaken rules on biggest banks
underlying trend inflation somewhat below that 2% goal
sees benefits of letting inflation run mildly above 2%
couple years overshoot may boost price expectations
repeat support for…[Read more] -
Seth Golden started the topic JPM Reiterates SPX Year-End Target in the forum S&P 500 Analysts Notes 5 years, 5 months ago
JPM keeps 3000 SPX year end target
we maintain our S&P 500 year-end price target of 3,000 on 2019 EPS of $167 and 2020 EPS of $1781. we still view a trade deal as the more likely outcome with the assumption that both administrations cannot afford another severe market collapse and significant slowdown in their respective economies.
2. aggregate…[Read more]
-
Seth Golden and Jay are now friends 5 years, 5 months ago
-
Seth Golden started the topic Goldman Sachs on Trade Deal in the forum S&P 500 Analysts Notes 5 years, 5 months ago
GS believes in a deal by end June
“Our base case is that a deal by the end of June seems most likely, as Presidents Trump and Xi are due to meet at the G20 meeting late that month. We think the risk of across-the-board tariffs has now risen to about 30%.” -
Seth Golden started the topic Alphabet Upgrade in the forum FANG Stock Headlines & Happenings 5 years, 5 months ago
Tgt USD1300 to USD1400.
“We increase our estimates and confidence in the medium-term outlook for Alphabet shares coming out of the Google Marketing Live keynote in San Francisco, where we see an accelerating pace of new ad product making us meaningfully more confident in the 2020 outlook. We think Google has among the best ad product pipelines we…[Read more]
-
Seth Golden posted an update 5 years, 5 months ago
Welcome to our Technical Market Recap with Wayne Nelson. Take advantage of our offer, which is part of our Contributor and Premium Membership content package. https://www.dropbox.com/s/8918c4wth2gtr0f/Market%20Update%20%205-14-2019.mp4?dl=0 -
Seth Golden started the topic JPM Weighs in on iPhone Tariff Impact in the forum Apple Inc. (AAPL) 5 years, 5 months ago
JPMORGAN: “We estimate, based on a 37% gross margin assumption for iPhones, that Apple would need to take as much as 14% price increase on iPhones to pass on the higher costs as a result of potential expansion of tariffs.” https://www.cnbc.com/2019/05/14/apple-would-need-to-raise-iphone-prices-significantly-to-offset-new-tariffs-analysts-say.html?_…[Read more]
-
Seth Golden posted an update 5 years, 5 months ago
STRATEGAS on today’s bounce: “A few of our tactical indicators are getting closer to the go zone, but as a package, they’re not quite there yet. S&P 20-day lows expanded to 44% yesterday,.. short of the 50% to 60% threshold that is often seen near tradeable bottoms.”
-
Seth Golden started the topic Wal-Mart adds 1-day Shipping in the forum State of Retail in U.S. 5 years, 5 months ago
Walmart (NYSE:WMT) is firing back against Amazon (NASDAQ:AMZN), which on April 25 promised one-day delivery for all Prime members and announced it would spend $800M toward the shipping goal in the second quarter alone.
Walmart’s service will begin in Phoenix, Las Vegas and Southern California, with expansion plans of reaching roughly 75% of…[Read more]
-
Seth Golden posted an update 5 years, 5 months ago
Coca-Cola (KO) Upgraded by Morgan Stanley https://seekingalpha.com/news/3463312-coca-cola-plus-1_3-percent-morgan-stanley-upgrade
-
Seth Golden posted an update 5 years, 5 months ago
We have a little over 1% backwardation in m2. M1 is of little consequence with only 7 calendar days remaining in the VIX futures cycle for m1. The negative roll yield higher assumes more backwardation will build unless the VIX falters over the course of the next 7 days -
Seth Golden started the topic CEO Temares Steps down in the forum Bed Bath & Beyond (BBBY) 5 years, 5 months ago
-
Seth Golden posted an update 5 years, 5 months ago
Responding to the latest developments, Credit Suisse South Asia CIO, Ray Farris, said “Our core view is that a deal is still more likely than not, but that following this tariff rate increase it may take some more time” adding that the “resulting market volatility is likely to provide buying opportunities in U.S. and Chinese equities and credit,…[Read more]
- Load More