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3 Retailers Wolfe Research Likes (And 2 It Doesn't)
Friday, March 20, 2015 - 10:32am | 310Read More...In a report published Thursday, Wolfe Research analyst Scott Mushkin commented that first hand visits to various retailers across Southern California once again revealed the pressure that both Whole Foods Market, Inc. (NASDAQ: WFM) and Wal-Mart Stores, Inc. (NYSE: WMT) are facing. Mushkin noted...
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Wolfe Research Analysts: 'Good News … More Drugs!'
Wednesday, March 11, 2015 - 12:43pm | 270Read More...In a report published Tuesday, Wolfe Research analyst Scott Mushkin commented Express Scripts Holding Company's (NASDAQ: ESRX) 2014 Drug Trend Report that highlighted prescription drug spending in the U.S. rose 13.1 percent last year -– marking the fastest rate relative to the last...
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Wolfe Research Notes Amazon Has 'Multiple Ways To Win,' Upgrades To Outperform
Tuesday, March 10, 2015 - 10:43am | 98Read More...In a report published Tuesday, Wolfe Research analyst Aram Rubinson upgraded shares of Amazon.com, Inc. (NASDAQ: AMZN) to Outperform from Peer Perform with a $450 price target. Bloomberg cited the analyst's view that the company has "multiple ways to win," including strong growth of recurring...
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Here's Why Costco Is 'One Of The Best Retailers In The World'
Monday, March 9, 2015 - 11:50am | 275Read More...In a recent report, Wolfe Research Scott Mushkin wrote that Costco Wholesale Corporation (NASDAQ: COST) proved once again why it is "one of the best retailers in the world" when the company reported its second quarter results. "We believe the value of a Costco membership is...
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Is Target Gaining Momentum? This Wall Street Firm Thinks So
Thursday, February 26, 2015 - 5:31pm | 171Read More...In a report published Thursday, Wolfe Research maintained an Outperform rating on Target Corp (NYSE: TGT), with a price target of $85. The company reported its fourth quarter adj EPS at $1.50, higher than the estimate. Its EBIT beat was driven by better gross margins. In the report, Wolfe...
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8 Airlines Stocks 1 Wall Street Guru Is Watching
Tuesday, February 24, 2015 - 6:07pm | 417Read More...In a report published Tuesday, Wolfe Research analyst Hunter Keay discussed the relationship between annual stock performance and annual margin performance of airline companies. The analyst commented that the annual EBIT margin change is a "great indicator of stock performance." In the report,...
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Wolfe Of Wall Street To Airlines: 'Take As Much From The Spirit Business Model As Possible'
Friday, February 20, 2015 - 9:11pm | 348Read More...Analysts Hunter Keay, Jared Shojaian and Matt Morris at Wolfe Research offered 10 fee ideas that airlines can use, recommending to "take as much from the Spirit Airlines Incorporated (NASDAQ: SAVE) business model as possible." While there are several "low hanging fruit" on...
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Wolfe Isn't Changing Its Mind About JetBlue Despite Lufthansa Situation
Friday, February 20, 2015 - 12:01pm | 262Read More...Lufthansa is seeking to reduce its debt and, with this intention, it announced last Wednesday that it is offering a voluntary cash incentive to holders of its JetBlue Airways Corporation (NASDAQ: JBLU) equity-backed convertible note, to encourage them to exchange the notes ahead of the 2017...
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Exxon/BP Mega-Acquisition Story Is 'Frivolous,' Says Analyst
Thursday, February 12, 2015 - 4:39pm | 405Read More...On Thursday afternoon, shares of Exxon Mobil Corporation (NYSE: XOM) and BP plc (ADR) (NYSE: BP) rose following the publication of a note from Paul Sankey at Wolfe Research highlighting the potential of Exxon seeking an acquisition in an effort to “meaningfully boost its oil and gas...
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Wolfe Research Analyst: Exxon Results Are A Slight Miss
Monday, February 2, 2015 - 2:48pm | 370Read More...The world’s largest oil company, Exxon Mobil Corporation (NYSE: XOM), posted better-than-expected fourth-quarter earnings, which came as a surprise to most market participants as oil prices have plunged significantly over the last few months. The company posted an EPS of $1.56, compared to...
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Wolfe Research Thinks Dollar General Deal Is Wal-Mart's Least-Favored
Tuesday, September 2, 2014 - 11:22am | 302Read More...Dollar General (NYSE: DG) sweetened offer to dominate the deep-discount retail market offers the strongest competition for Wal-Mart (NYSE: WMT), an analyst said Tuesday. Dollar wants win a bidding war with Dollar Tree (NASDAQ: DLTR) for Family Dollar Stores (NYSE: FDO). Regardless of immediate...
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UPDATE: Wal-Mart Loses Competitive Pricing Advantage, Wolfe Downgrades
Thursday, February 6, 2014 - 3:32pm | 96Read More...In a report published Thursday, Wolfe Research analyst Scott Mushkin downgraded Wal-Mart (NYSE: WMT) from Peerperform to Underperform. Mushkin noted that Wal-Mart is losing its competitive low-price edge in the United States. The analyst commented that by losing this edge, the company may lose...
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Airlines In 2014 – Good Bet or Bad Deal?
Monday, January 6, 2014 - 1:05pm | 669Read More...In general, airline stocks did well in 2013, leading some analysts such as Jack Hough of Barron’s to promote at least some airlines for 2014. Hough likes Delta (NYSE: DAL) in particular. Hough included that airline in a list of what he called turnaround stocks. Hough wrote, “The company has...
