Pandora (BUY, $9 PO) Stock view: Focus on on-demand product, but questions on growth Pandora’s recently launched on-demand subscription product will likely be the focus of 1Q investor call. Although the product is on limited release, we expect investor to focus on initial recep...
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We use an equal weighted, three-factor valuation framework (P/E, P/TBV, DCF) to arrive at our PO of $14. We assigned a 1.2x multiple to 2Q17E TBV and a 12x multiple on 2017E EPS, with lower PTBV/PE multiple than peers assigned due to the higher perceived risk of their lending mod...
US - Large Cap Oils Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY Anadarko Petroleum Corp. APC APC US Doug Leggate Cabot Oil & Gas Corp. COG COG US Doug Leggate ConocoPhillips COP COP US Doug Leggate Continental Resources Inc....
… individuals for their part in crimes their institutions had acknowledged. Academics who studied those years, including Columbia's Tomasz Piskorski and James Witkin and Chicago's Amit Seru found widespread patterns of fraud in the mortgage business. The exception makes this failu...
Related BofAML research on US tax reform Below we provide links to reports from our BofAML Global Research colleagues that address this topic. Economics: Global Watch: Will border adjustment lead to border battles? 18 January 2017 US Economic Weekly: Cutting taxes could be tax...
The power of global connections™ Bank of America a Merrill Lynch This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at http...
line with the rest of the world on this issue. Similarly, the accelerated depreciation of machinery & equipment would become irrelevant due to the move toward taxation based on business cash flow and the immediate write-off of capital expenditures. Once the depreciation from lega...
“The way things are going | am not feeling very positive. |am a born optimist; we are spending billions of dollars but is that being delivered efficiently? The answer is no, all of us know that, and that’s why we keep going back to the government; public-private—partnerships is g...
… individuals for their part in crimes their institutions had acknowledged. Academics who studied those years, including Columbia’s Tomasz Piskorski and James Witkin and Chicago’s Amit Seru found widespread patterns of fraud in the mortgage business. The exception makes this fail...
From: Sent: To: Subject: 9/26/2016 8:59:46 PM ;[email protected]; humor and trump and evolutionary logic Importance: High was pleased that Robert Lynch's work and my own were cited in a Nation article on the lack of humor of our Republican standard bearer https://www.thenatio...
downturn in the local real estate markets affecting Franklin's construction loans and increasing credit costs via higher charge-offs and provisions, and 3) inability to effectively fund asset growth driving greater than expected compression in the net interest margin. Goldman Sa...
Match.com (Buy, $21 PO) Stock view: Positive on Tinder monetization growth on new products Match has continued to build monetization on Tinder and we expect a more widely released Tinder Boost as well as international marketing spend to have a positive impact in 1Q17 results. T...
Targeting a stable oil price As a matter of Saudi policy, we would expect a preference for oil market stability over volatility, in line with recent official pronouncements. Although volatility makes it more difficult for high cost unconventional producers to operate, volatility...
Omar Quadhafi is hunkering down in Tripoli giving press interviews denying that rebels are taking over Eastern Libya. Oil prices are shooting over one hundred dollars a barrel. The US government is on the verge of a shut down. These are not the top secret opening lines to Aaron...
income segment) have not changed despite the headlines surrounding a softening in the multifamily space. * Hiring bankers, even as team hiring on pause: On the hiring front, management noted that although it does not expect to hire teams heading into year-end, it is continuing t...