Yesterday, Morgan Stanleys Adam Jonas cut Delphi Automotive (DLPH) to Underweight from Overweight citing the threat posed by electric cars (and not just Tesla Motors (TSLA)). Today, Bairds David Leiker and team offer a fuller defense of Delphi Automotive, as well as Borg Warner (BWA) and Lear (LEA):
Aggressive buyers of Delphi and BorgWarner following another drive....More>>>
German property stocks have had a good year, which reflects two things: (1) strong dynamics in German property, primarily based on solid economic growth (ECB forecasts ~1.6% real GDO growth through 2018) and (2) negative ECB deposit rates, which lower financing costs for developers and landlord while also forcing institutional buyers (insurance companies, pension funds and asset managers) into real....More>>>
Preface – The Stock is Ripping
Arista Networks, Inc. (NYSE:ANET) is one of our all-time favorite Top Picks in the cloud theme, and is rising to all-time highs. Here is the stock chart:
Arista Networks was added to Top Picks on 22-Nov-16 for $94.50.
Quickly, the story behind....More>>>
Stocks traded higher today day in a week that is known for producing pretty solid returns.
The S&P 500 rose 0.2% to 2,268.88 today, while the Dow Jones Industrial Average advanced11.23 points, or 0.1%, to 19,945.04. The Nasdaq Composite gained 0.5% to 5,487.44.
Rhino Trading’s Michael Block argues that what’s working will continue working....More>>>
Facebook Inc. (Nasdaq: FB) stock just received a new catalyst with the release of “chatbots” this week.
But this is only part of the reason why our Facebook stock price analysis shows FB shares soaring in the long term.
Before we get into our full Facebook stock price prediction and analysis from Money Morning Director of Tech & Venture Capital Michael A. Robinson,....More>>>
Shares of Shake Shack (SHAK) are tumbling in after-hours trading after the not-fast-food fast-food joint beat earnings and sales forecasts, and raised its full-year revenue guidance but reported disappointing same-store sales.
Yusuke Nakanishi/Zuma Press
Shake Shack reported a profit of 14 cents a share, beating forecasts for 13 cents, on sales of $66.5 million, topping estimates....More>>>