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That Block Trade FIS Global Just Saw? It Was Likely SunGard's PE Investors
Friday, March 18, 2016 - 4:14pm | 343Read More...Avondale Partners said the recent block trades by Morgan Stanley on shares of Fidelity National Information Services (NYSE: FIS) were likely from SunGard's private equity holders. According to Peter Heckmann, Avondale analyst, "Factset's Streetaccount is reporting Morgan Stanley priced a block...
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How Bond ETF Flows Affect ETF Sponsors
Wednesday, March 9, 2016 - 2:44pm | 529Read More...Less than three months into 2016, at least one thing is clear about exchange-traded fund flows: Advisors and investors love bond funds. That much is highlighted by the fact that six of this year's top 10 asset-gathering ETFs are fixed income funds. However, distribution of fixed income ETF...
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Forget Apple And Google's Market Cap Battle: Wal-Mart Is The Real Winner
Monday, February 8, 2016 - 12:25pm | 380Read More...Alphabet Inc (NASDAQ: GOOGL)’s reign as the world’s largest public company was very short-lived. After the stock briefly eclipsed Apple Inc. (NASDAQ: AAPL) as the world’s largest public company following a solid Q4 earnings beat, Alphabet’s market cap has now plummeted...
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S&P 500 Earnings Estimates Keep Falling This Quarter
Monday, December 14, 2015 - 11:38am | 447Read More...According to FactSet, fourth quarter earnings estimates continue trending lower. Wall Street analysts as a whole are now expecting S&P 500 earnings per share to fall 4.4 percent year over year in the fourth quarter. Wall Street analysts entered the fourth quarter with expectations for...
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You'll Have To Pay Up For Consumer Discretionary ETFs
Monday, November 30, 2015 - 10:44am | 629Read More...The Consumer Discretionary SPDR (ETF) (NYSE: XLY) is the best performer among the nine sector SPDR exchange-traded funds this year, and the competition is not even close. With a year-to-date gain of 14.1 percent, XLY tops second-place Technology SPDR (ETF) (NYSE: XLK) by 650 basis points. Likewise...
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Google, Twitter And LinkedIn Earnings Impressed… Facebook Is Next
Monday, November 2, 2015 - 4:11pm | 446Read More...Youssef Squali of Cantor Fitzgerald commented in a note that "strong results" from Alphabet Inc (NASDAQ: GOOG), Twitter Inc (NYSE: TWTR), and LinkedIn Corp (NYSE: LNKD) "bode well" for Facebook Inc (NASDAQ: FB) Facebook is scheduled to report its third-quarter results on...
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FactSet's Top Idea Tournament Winner: Short Royal Caribbean
Thursday, April 16, 2015 - 10:57am | 333Read More...The FactSet Top Idea Tournament is a quarterly research contest open to investment professionals at hedge funds, mutual funds, and private equity funds. Travis Cooke, the Founder and Managing Partner of Voss Capital, took home the most recent prize with his short thesis on Royal Caribbean Cruises...
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Private Equity Activity Up 10.1% In February
Thursday, March 26, 2015 - 7:14am | 127Read More...FactSet reported Tuesday that U.S. M&A deal activity decreased by 5.7 percent in February with 938 announcements compared to 995 in January. Aggregate M&A spending, however, increased in February with 45.8 percent more spent on deals compared to January. U.S. private equity activity...
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CVS Health Corp. To Post First Tobacco-Free Quarter On Tuesday
Monday, February 9, 2015 - 5:16pm | 265Read More...Before the bell Tuesday, February 10, CVS Health Corp (NYSE: CVS) is set to post its first full quarter of results after kicking retail sales of tobacco. The Woonsocket, Rhode Island-based company went cold turkey on retail tobacco sales in early September 2014 in hopes that the move would prove an...
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Paramount Gold And Silver Soars 35% On Coeur Mining Acquisition
Wednesday, December 17, 2014 - 1:25pm | 275Read More...Coeur Mining Inc (NYSE: CDE) announced Wednesday it has entered into a merger agreement to acquire all of the outstanding shares of Paramount Gold and Silver Corp. (NYSE: PZG) in an all-stock transaction valued at $146 million. The announcement sent Paramount Gold and Silver shares soaring...
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Have Investor Sentiments Shifted In 2014?
Monday, February 10, 2014 - 3:20pm | 457Read More...After a record setting 2013 bull market, investors are showing signs of holding companies earnings to higher standards. The Wall Street Journal reported that “some of the most recognizable names in American business have suffered large share-price declines following quarterly reports deemed...
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Is Best Buy a Buy, Hold or Sell?
Friday, January 17, 2014 - 11:14am | 593Read More...According to Barron’s, it’s “good-bye” time, not “buy” time for Best Buy (NYSE: BBY). It did not help that holiday sales fell almost a full percent compared to the two percent gain analysts expected. In addition, the company expects to report a decline in Q4 operating profit on February 27....
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What's Wrong with Apple?
Wednesday, October 24, 2012 - 8:35am | 486Read More...Big investors have been dumping shares of Apple (Nasdaq: AAPL) since late September and Apple bulls are mostly unfazed. No reason to worry, they say. The company will continue to innovate with new products that will drive growth going forward. Keep buying on weakness. Recent institutional selling...
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Barron's Recap (10/20/12): Technology Outlook
Monday, October 22, 2012 - 8:18am | 921Read More...This past weekend in Barron's online: who benefits as the PC era wanes, the prospects for Annie's, Texas Industries and National Oilwell Varco, as well as four rising dividend plays. Cover Story "Bye-Bye PCs" by Tiernan Ray. As the personal computer era wanes, this week's cover story says, Dell...
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Piper Jaffray Prepares For FactSet's FQ1 Results
Monday, December 13, 2010 - 8:44am | 89Read More...Piper Jaffray is out with its report on FactSet (NYSE: FDS) in anticipation of FQ1 results being announced tomorrow. In a note to clients, Piper Jaffray writes, "Our estimate is $0.85 (consensus $0.84). We look for sequential acceleration in revenue, password, and subscription-value growth (up 11.9...











