tweeted Howard Penney, managing director at Hedgeye Risk Management, a Connecticut -
based research investment firm who recently shared his advice for McDonald's with Fortune.
Not exact matches
«That was not an unfair label,» says Anand Sanwal, CEO of the New York -
based investment research firm CB Insights.
There are also IP
research firms that run
investment portfolios
based on algorithmic analysis of patent portfolios at publicly traded companies, including CNBC's partner on the IQ 100 Index, MCAM - International.
Regulators tightened rules separating
research from
investment banking, prohibiting analysts from being compensated on the
basis of specific financing deals.
The minimum spread at which a bank would be willing to offer five - year mortgages is about 140
basis points, says Ohad Lederer, a financial services analyst at Veritas
Investment Research.
Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and
research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and
investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely
basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.
Among the fund's first
investments are Apervita, a cloud -
based analytics platform; SHYFT Analytics, a cloud -
based pharmaceutical
research platform, and Mindstrong Health, which uses machine learning to help patients assess their mental health disorders through their smartphones.
«They've done a very impressive job,» says R.J. Hottovy, senior retail and restaurant analyst at Chicago -
based investment research firm Morningstar (with which Inc. shares an owner).
«It needs a new narrative,» said Nicholas Colas, New York -
based founder of
investment research firm DataTrek.
The Russian -
based investment bank Renaissance Capital said in a
research note, «with Russians again returning, the hope had been for a tourism recovery in 2017.
«When it comes to the corporate tax code, there are two major changes that will stimulate
investment and lead to greater economic growth,» says Scott Hodge, president of the Washington, D.C. -
based research group the Tax Foundation, in a statement.
To make some sense out of the online educational feeding frenzy, we spoke to Rick Armbruster, director of product development for Eduventures.com, a Boston -
based company that conducts
research and tracks
investment in the education industry.
Our
research shows that
investment budgets are too often
based simply on levels in previous years, and too many
investment projects are turned down by junior managers, preventing top leaders from even looking at all the available opportunities.
«On a static
basis, the [Joint Committee on Taxation] expects the rate reduction to lower the corporate tax bill by $ 1.3 trillion over the next 10 years,» said Ed Yardeni, president and chief
investment strategist at Yardeni
Research, in a note this week.
This is a guest post by Stansberry Churchouse
Research, an independent investment research company based in Singapore and Hong Kong that delivers investment insight on Asia and around th
Research, an independent
investment research company based in Singapore and Hong Kong that delivers investment insight on Asia and around th
research company
based in Singapore and Hong Kong that delivers
investment insight on Asia and around the world.
Jerome Booth, head of
research for U.K. -
based Ashmore
Investment Management, argues that the emerging world is not, in fact, as risky as some developed markets.
Its rankings are
based heavily on a company's long - term financial results and — for the first time this year — take into account its environmental, social, and governance performance as measured by
investment research firm Sustainalytics.
Created in 1997 with support from the federal government and Alberta, AVAC Ltd. is a venture capital investor that provides
investment funding for
research and commercialization for Alberta -
based companies in the areas of agriculture, renewable resources, and industrial technology.
If you then combine the use of such ratios with other
research, and possibly technical analysis too, then you will have a real
basis for your
investment and trading decisions, and your trading profitability will improve.
June 15, 2015:
Based on the latest
research methodologies, the models in the Barra U.S. Total Market Equity Model suite are designed to provide insight across the
investment process, ranging from portfolio construction and risk monitoring to trading.
«It needs a new narrative,» said Nicholas Colas, New York -
based founder of
investment research firm DataTrek.
The Sustainable
Investments Institute (Si2), a nonprofit
research organization
based in Washington, D.C., conducts impartial
research and publishes reports on organized efforts to influence corporate behavior on social and environmental issues.
After eighteen months and a significant capital
investment in
research, and development, Bellwether launched a series of
investment solutions
based on our «Disciplined Dividend Growth»
investment process for affluent investors.
Based on over 80 years of Nobel Prize winning academic
research, Atlas Financial's innovative, cost - effective
investment platform empowers board members and highlights the value of independent financial advice.
Underpinning all of Fidelity's
investment efforts is a commitment to
research, made possible by over 400
research professionals
based in seven offices on three continents worldwide2.
Our full range of services are combined with
investment strategies
based on Nobel Prize winning academic
research accessible to select advisors worldwide.
The SEC's requirement that advice not be
based on «materially inaccurate or incomplete information» is a good start towards establishing a standard for
investment research, but it doesn't go far enough.
«What this incident indicates is that the state of autonomous driving (and especially Uber) is very far from where it needs to be to become market - ready,» Richard Windsor, technology analyst for London -
based Edison
Investment Research, said in a blog post on Tuesday.
Today's article is by Andrew Gogerty, vice president of
investment strategies at Boston -
based Newfound
Research LLC.
Over a year which has seen large banks halt funding for fossil fuel projects, major institutions divest from oil, gas and coal holdings, and oil companies snap up power and renewables companies in a bid to diversify their asset
base,
research published today by the UK Sustainable
Investment and Finance Association (UKSIF) and the Climate Change Collaboration suggests nervousness over climate risk has shot up in financial circles.
Results
based on ratings in the following categories: Commissions and Fees, Breadth of
Investment Choices, Tools,
Research, Ease of Use, Mobile, and Advisory.
Based on the leading edge
research in risk decision behavior and neuroscience, HEADSx is the missing clue in hiring and
investment decisions.
«Emerging markets are a very heterogeneous group, much more so than developed markets,» observes James Butterfill, head of
research and
investment strategy at London -
based global
investment house ETF Securities.
As both Louis Lau, San Diego —
based EM portfolio coordinator and director of the
Investments Group at Brandes
Investment Partners, and Jay Jacobs, vice president and director of
research at Global X Management, a New York —
based provider of emerging - market and frontier - market exchange - traded funds, point out, inclusion in the influential MSCI Emerging Markets Index is a prerequisite for most such investors.
Tobias Carlisle of Eyquem
Investment Management LLC has run the blog since December of 2008 during the global economic crisis, with a focus on
research -
based strategies that have generated long - term, market - beating returns for investors.
Successful applicants will have a background in Asia - related
research in a variety of fields, including (but not limited to) social sciences, humanities, business, education, statistics, and natural sciences, and will be
based on excellence and fit with the Foundation's
research priorities (energy and the environment; trade and
investment; education; and sub-national relations with Asia.)
The Global
Investment Research division produces
Research, primarily for an institutional investing client
base.
On behalf of subscribers to Mauldin Economics, John taps into his network either directly or through the reams of high - level
research he's privy to on a regular
basis, to assist in identifying the smartest
investments for today's markets.
Results
based on ratings in the following categories: Total Commissions Score, Breadth of
Investment Choices, Tools,
Research, Ease of Use, Mobile Access, and Advisory Services.
His current job is listed on LinkedIn as Co-Founder of an Austin -
based macro and
investment research firm.
Ground X open my Blockchain platform for all, explore ways of using
research and development and
investment to ensure further development and to offer new services
based on the Blockchain in combination with existing services Cocoa.
BCA
Research, an independent Montreal -
based firm, estimates the total number of analyst reports being produced will fall by at least 20 per cent as
investment banks reshape operations to adapt to the popularity of indexing.
Advisers who use sell - side
research as a
basis for
investment recommendations may not be conflicted themselves, but they're certainly not fulfilling a fiduciary obligation to clients.
Clients are not only going to demand low fees, they are going to demand
investment advice
based on
research that is:
He re-joined Morgan Stanley in 2015 after having worked at two New York -
based investment banks for 9 years, most recently as Chief Strategist and Head of Latin America Fixed Income
Research at HSBC.
Under the direction of company COO Ed D'Agostino, a team of six
research analysts
based in the US and Asia thoroughly vet
investment recommendations.
Bethesda, Md. —
based Calvert
Investments introduced its fund in response to demand from advisors and investors, said Bennett Freeman, senior vice president for sustainability
research and policy.
Mike Ervolini, chief executive of Cabot
Research, a Boston -
based firm that advises money managers on how to improve their skills and processes, measures how long it typically takes for good
investments to stop working.
Prior to joining SKAGEN he was
based in Shanghai, as Head of China Special Mandate, at Norges Bank
Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global equity
research analyst.
In 2009, Bloomberg L.P. purchased New Energy Finance, a data company focused on energy
investment and carbon markets
research based in the United Kingdom.