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3 Reasons Victor Anthony Sees Facebook As A Buy
Tuesday, January 3, 2017 - 1:46pm | 316Despite anticipated risks of a SnapChat IPO and potential regulations imposed by the Trump administration, Aegis Capital initiated Facebook Inc (NASDAQ: FB) as a Buy with a $150 price target for 2017. Rise Of Instagram Analyst Victor Anthony foresees a growing opportunity for the parent...
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eBay Is A Rare Value Internet Stock With Growth Potential
Tuesday, January 3, 2017 - 12:42pm | 306Aegis Capital’s Victor Anthony views eBay Inc (NASDAQ: EBAY) as a “rare value Internet stock with growth potential.” The analyst believes the valuation is undemanding, given that the stock is trading at a discount to its e-commerce peers, while the 8 percent free cash flow yield...
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Actuant Is On Track For An Earnings Recovery
Tuesday, December 27, 2016 - 9:33am | 278Aegis Capital maintains its Buy rating on Actuant Corporation (NYSE: ATU), saying the company’s first-quarter results showed further signs of stabilization in its key end-markets and reaffirmed the brokerage’s thesis of earnings rebound in the second-half of fiscal year 2017. “We...
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Aegis Capital's Q4 Tracker Is Largely Favorable For Shutterfly
Friday, December 23, 2016 - 12:09pm | 343Aegis Capital's final Q4 tracker indicates that the environment was “largely less promotional” this year than what it had been in the previous year. Given the favorable backdrop, Shutterfly, Inc. (NASDAQ: SFLY) is likely to exceed the consensus estimates for 4Q, analyst Victor...
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Navistar's Deep Restructuring Efforts Will Result In Faster Bounce Back
Friday, December 23, 2016 - 10:33am | 356Navistar International Corp (NYSE: NAV) management has taken initiatives to improve the company’s financial and competitive position. “Now, all the company is waiting on is the return of the North American Class 8 truck cycle, and market share gains from the recapture customers in their...
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FedEx Shares Could Rise Nearly 15% Over The Next Year
Friday, December 23, 2016 - 9:41am | 346Aegis Capital’s Jeffrey Kauffman believes FedEx Corporation (NYSE: FDX) “is a meaningful beneficiary of the move toward eCommerce,” and when combined with a consistent acquisition strategy over the past few years, the company was expected to deliver above-trend EPS growth....
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Market Moves Toward UPS' Strengths Could Be Beneficial; Aegis Initiates At Hold
Friday, December 23, 2016 - 9:25am | 345United Parcel Service, Inc. (NYSE: UPS) should be able to generate above-trend EPS growth going ahead, since the company is “a meaningful beneficiary of the move toward eCommerce” and has had a consistent acquisition strategy over the past few years, Aegis Capital’s Jeffrey...
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Big Picture Thoughts On Macau; Aegis Initiates MGM, Las Vegas Sands, Melco, Wynn
Thursday, December 22, 2016 - 9:47am | 380Although Macau gaming faces near-term risks, which limit short-term visibility, the long-term potential seems “most enduring” compared to any gaming market, Aegis Capital’s David Bain said in a report. He initiated coverage on four U.S.-based companies with exposure to Macau. Bain...
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Easy As ABC? Alphabet Shares 'Should Work' In 2017
Wednesday, December 21, 2016 - 10:58am | 348Despite Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) benefiting from several secular tailwinds and management actively buying back shares, Aegis Capital’s Victor Anthony believes investor sentiment has been low on the stock during 2016 due to tough revenue comps and expectations of margin...
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MGM Resorts: Las Vegas Offers Near-Term Growth, While Macau Offers A Long-Term Catalyst
Tuesday, December 20, 2016 - 8:40am | 284Aegis Capital’s David Bain believes that MGM Resorts International’s (NYSE: MGM) “Las Vegas position offers visible growth and upside to consensus estimates while its Macau exposure offers upside optionality.” Bain initiated coverage of the company with a Buy rating and...
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Victor Anthony Models For Nearly 35% Upside In Yelp
Tuesday, December 13, 2016 - 9:04am | 314Yelp Inc (NYSE: YELP) has outperformed estimates for three consecutive quarters and management has raised 2016 guidance thrice this year. While the company is testing monetization of its Request-A-Quote [RAQ] service, its national account and self-service channels are likely to drive top-line...
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ZELTIQ Is The Leader In Non-Invasive Fat Reduction, Says Aegis
Wednesday, December 7, 2016 - 9:39am | 301Aegis Capital’s Difei Yang believes Zeltiq Aesthetics Inc (NASDAQ: ZLTQ) is well positioned to take “the lion’s share” of the developing body contouring space globally and sees large market opportunity for the company’s “standard setting” product,...
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One Really Good Reason To Own Pandora Shares: A Possible Acquisition
Tuesday, December 6, 2016 - 10:11am | 362Aegis Capital’s Victor Anthony believes there could be upside to owning Pandora Media Inc (NYSE: P) shares at current levels, given the expectations for a successful launch of the on-demand service and the potential for an acquisition. Anthony initiated coverage of the company with a Buy...
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Shutterfly's Q4 On Track For Solid Performance; Aegis Capital Initiates At Buy
Wednesday, November 30, 2016 - 11:17am | 327Victor Anthony of Aegis Capital has launched coverage of Shutterfly, Inc. (NASDAQ: SFLY) shares with a Buy rating and $62 price target, saying the company’s competitive moat would help consistently deliver margin expansion, high-quality earnings and free cash flow. Aegis' Initiation Redwood...
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Match Group Wins New Buy Rating On Stabilized Core, Tinder's Robust Growth
Friday, November 18, 2016 - 10:51am | 355While Tinder, owned by Match Group Inc (NASDAQ: MTCH), is the fastest growing online dating app and seems to have “meaningful monetization potential,” the company’s core businesses have stabilized, Aegis Capital’s Victor Anthony said in a report. He initiated coverage of...