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Goldman Sachs 'CEO Whisperer' Steps Down After 30 Years: Here's What Is Going On
Tuesday, August 8, 2023 - 1:49pm | 428John Rogers, a Goldman Sachs Group Inc (NYSE: GS) executive dubbed the "CEO Whisperer," will step down after nearly 30 years at the Wall Street firm, according to a memo from the company. Rogers became the first chief of staff at Goldman Sachs and will relinquish his role to Russell...
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John Rogers Of Ariel Investments Says US Will Avoid Recession In 2023: 'More Optimistic Today Than A Year Ago'
Friday, January 13, 2023 - 12:36am | 499John Rogers, chairman and co-CEO of Ariel Investments, said the U.S. will avoid a recession this year as the Federal Reserve reins in inflation. “We are much more optimistic today than a year ago,” Rogers told business leaders at the Executives’ Club...
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Despite 'Once In A Lifetime Opportunity,' Investors Still Need To Do Their Homework
Thursday, March 26, 2020 - 12:39pm | 386The coronavirus pandemic represents a "once in a lifetime opportunity" to buy stocks at "bargain prices," at least based on Sir John Templeton's philosophy of accumulating stocks during "maximum pessimism," Ariel Investments' chairman John Rogers said on CNBC....
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KBR Still A Buy In D.A. Davidson's View Following Severe Guidance Cut
Tuesday, October 4, 2016 - 11:07am | 289Despite severe earnings guidance cut, D.A. Davidson still rates KBR, Inc. (NYSE: KBR) a Buy as it sees lower long-term earnings risk for the company, which is exiting the high risk fixed-price EPC market for power projects to focus on low-risk government contracts. KBR slashed its FY16 full-...
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D.A. Davidson Previews Matrix Service's Q4 Earnings
Friday, August 26, 2016 - 9:11am | 250D.A. Davidson expects Matrix Service Co (NASDAQ: MTRX) to report Q4 earnings below consensus on commodity market pressure. Matrix Service, a provider of engineering, fabrication, infrastructure, construction and maintenance services, is set to report its Q4 numbers on August 30 after the market...
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Dycom Well Positioned To Capitalize On Market Opportunity
Thursday, August 25, 2016 - 3:01pm | 266D.A. Davidson reiterated its Buy rating on Dycom Industries, Inc. (NYSE: DY), saying the company is well positioned to leverage the market opportunity created by carrier spending. Carriers are investing to increase connection speeds, with many looking for 1GB/second standards in metro markets...
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Analysts At D.A. Davidson Review KBR's Purchase Of Honeywell Division
Monday, August 15, 2016 - 2:07pm | 245D.A. Davidson said KBR, Inc. (NYSE: KBR)'s planned $300 million purchase of HTSI, a division of Honeywell International Inc. (NYSE: HON), would extend its breadth of long-term contracted government services. "With the acquisition of HTSI, the recent purchase of Wyle, KBR's legacy Government support...
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D.A. Davidson Expects An Oil/Gas Rebound
Thursday, June 16, 2016 - 2:16pm | 320After briefly spiking above $51/bbl, WTI crude oil prices are back down under $47 following six consecutive days of declines and a weak U.S. stock draw this week. According to D.A. Davidson analyst John Rogers, oil and gas investor shouldn’t sweat the recent pullback. “Optimism is...
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Everything You Might Have Missed This 13F Season: Part 1
Tuesday, February 16, 2016 - 5:21pm | 888Institutional investment managers with more than $100 million in assets under management and relevant long stakes in U.S. listed equities are required to disclose their long positions once per quarter via 13F filings. 13Fs for the fourth quarter of 2015 were due February 16, 2016, but many...
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Dycom Upgraded At D.A. Davidson, 'Higher Growth Expected'
Thursday, July 2, 2015 - 10:42am | 233In a report published Thursday, D.A. Davidson analyst John Rogers upgraded the rating on Dycom Industries, Inc. (NYSE: DY) from Neutral to Buy, while raising the price target from $64 to $72. The company is expected to benefit from new entrant and existing competition for higher speed fiber. "...
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D.A. Davidson Comments On The Engineering And Construction Sector, Offers Top Picks
Wednesday, January 7, 2015 - 10:31am | 482John Rogers of D.A. Davidson commented in a note on Wednesday that recent declines in oil prices will “undoubtedly” slow spending on some oil and gas sector work, which may prove beneficial to consumers but could hurt engineering and construction firms. Rogers notes that shares of...
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D.A. Davidson & Co. Reduces Estimates On MasTec
Wednesday, June 4, 2014 - 10:29am | 113In a research note released Tuesday, D.A. Davidson analyst John Rogers maintained a neutral rating on MasTec (NYSE: MTZ) and lowered its price target from $45.00 to $34.00. MasTec management warned of delays in investment by customers in wireless Infrastructure and oil/gas projects. The...
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UPDATE: Comfort Systems Shares Respond to D.A. Davidson Upgrade
Monday, April 21, 2014 - 1:49pm | 103Shares of Comfort Systems USA (NYSE: FIX) are trading higher by 3.7 percent to $15.44 after the D.A. Davidson upgraded the stock from Neutral to Buy. Analyst John Rogers is looking for “end-market demand to improve over the next several years” as commercial and industrial facilities recover after...
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UPDATE: D.A. Davidson Downgrades Foster Wheeler
Wednesday, January 15, 2014 - 9:17am | 184In a report published Wednesday, D.A. Davidson analyst John Rogers downgrades Foster Wheeler AG (NASDAQ: FWLT) to Neutral from Buy, dropping its price target to $32.00 from $36.00. According to the report, AMEC recently announced a non-binding agreement that calls for the purchased of FWLT by AMEC...
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D.A. Davidson Reiterates on KBR
Thursday, January 2, 2014 - 11:13am | 160In a report published Thursday, D.A. Davidson & Co. analyst John Rogers reiterated a Buy rating on KBR (NYSE: KBR) with a $40.00 price target. According to the report, shares have appreciated modestly over the past 12 months, the stock has lagged peers and analyst's expectations. The analysts...