Sentences with phrase «wrote in a research note»

«Reports that the Saudi government is planning to dilute its reform plans may be the first sign that the power and influence of Crown Prince Mohammed bin Salman is starting to wane and that broader opposition to reform is building,» Jason Tuvey, Middle East economist for Capital Economics, wrote in a research note.

«This should dispel fears that the Canadian economy is a one - trick pony,» Arseneau wrote in a research note.

That suggests the March quarter could mark the low - point in iPhone shipments, with demand for new models building later in the year, RBC analyst Amit Daryanani wrote in a research note.

«Over time, we would expect the new loyalty program to help drive traffic / basket / sales at Canadian Tire,» she wrote in a research note.

With a stock price of $ 45, Twitter would be worth 32 times its 2018 free cash flow, which he wrote in a research note was «overly optimistic.»

«We expect Best Buy to continue to perform at a high level across multiple categories, with appliances likely to be one of the bright spots given market dynamics,» Moody's retail analyst Charlie O'Shea wrote in a research note.

As Neil Dutta, Head of Economics at Renaissance Macro writes in a research note to clients, «The largest miss relative to our baseline was in consumer spending.

It is a demand, not a supply story,» UBS strategist Stephen Caprio and economist Robert Sockin wrote in a research note to clients.

Torsten Slok, Chief International Economist for Deutsche Bank Securities, writes in a research note Friday that this could be a problem for Fed policy makers.

However, with CM (CIBC) performing reasonably strongly since reporting season began, the reported earnings may not be enough to sustain all of the relative outperformance,» Aiken wrote in a research note.

«That said, mining is very profitable at today's bitcoin price, and if cryptocurrencies continue to appreciate we expect global mining power consumption to increase,» the Morgan Stanley analysts wrote in their research note.

Those savings would be such a boon to Teva, it would be as if the company had launched another blockbuster drug, «with exclusivity extending into perpetuity,» analysts at investment back Cowen wrote in a research note.

«Some Amplify partnerships will result in TV - related ad revenue flowing to Twitter (albeit modest amounts in total),» Brian Wieser, an analyst at Pivotal Research Group, wrote in a research note earlier this week on the CBS deal.

«While this non-dilutive amount will surely add additional runway to Sarepta's cash position, we can not help but wonder if this transaction reflects a 1) broader decline in PRV interest among bidders, or 2) an undervalued asset sale,» he wrote in a research note Tuesday.

«That should be viewed as a positive development by the (Bank of Canada), though progress on reducing the «key vulnerability» of elevated household debt will likely be very slow,» RBC economist Josh Nye wrote in a research note.

«We did not come away from the conference call confident that it could not happen again in the oil and gas portfolio,» he wrote in a research note to investors.

Daniel Ives, an analyst from GBH Insights, wrote in a research note in February that while media giants like Disney pose a «clear competitive worry» to Netflix, he's optimistic about the company's prospects.

There were only 12 public deals last year, for a total value of $ 50 billion, Yee wrote in a research note last week — and a large portion of that was made up of J&J's $ 30 billion purchase of Swiss biotech Actelion.

Whichever way you cut them, the fundamental economics of the business do not add up,» Neil Saunders, Managing Director of GlobalData Retail, wrote in a research note on Thursday.

«We believe if JPM can successfully resolve its regulatory and legal headline risk in a timely manner, the stock could reverse its recent underperformance that has resulted in trading at a below - peer forward (price to earnings ratio) of 8.8 times despite our expectations of above - average profitability in 2014,» Matthew Burnell, an analyst at Wells Fargo Securities, wrote in a research note Thursday following the fine.

As Bank of America analyst Justin Post wrote in a research note, «the goal appears to be realigning Facebook as a social platform and less of a media / news outlet.

«Also in the U.S., valuations do not provide a cushion anymore,» the analysts wrote in a research note.

Joseph George, an analyst at IIFL Ltd, wrote in a research note that the actual hit from Britain's exit won't be immediate.

Gordon Haskett retail analyst Chuck Grom wrote in a research note Friday.

«With just a few more days left until Friday's deadline, we think enrollment is tracking towards a single - digit percent decline (if renewal rate holds consistent with prior years and year - over-year growth in new sign - ups seen to date is sustained), but it all comes down to an uncertain final surge,» Newshel wrote in a research note.

«We are very concerned that Remington will be unable to refinance debt that comes due in April 2019 given its weak operating performance and high financial leverage,» Kevin Cassidy, a Moody's Investors Service Inc analyst, wrote in a research note last month.

«We believe it is likely to be offered by AT&T and Verizon in the U.S. and Bell and Rogers in Canada,» he wrote in a research note on Monday.

«Some additional market - disruptive policy moves regarding U.S. - China trade seem likely,» Goldman's Alec Phillips wrote in the research note, which played down the odds of success in this week's talks.

Goldman Sachs wrote in a research note earlier this week that the «[p] rice risk is likely skewed to the upside heading into Wednesday,» adding that «even in the absence of a cut, we expect the oil market to move into deficit by the second half of 2017.»

«Given the enormous level of rainfall along the Texas Gulf Coast the past 3 - 4 days, we expect most operators in this area will experience near - term field level and / or takeaway issues,» Capital One Securities wrote in a research note on Monday.

«The sale price appears reasonable and we expect proceeds would reduce leverage largely offsetting dilution from the disposal,» Liberum analysts wrote in a research note.

«The resolution of this issue would remove a longstanding overhang from the stock,» Jason Maynard, a Merrill Lynch analyst, wrote in a research note.

Cambridge Analytica «is another indication of systemic problems at Facebook,» Pivotal Research analyst Brian Wieser wrote in a research note Sunday night.

«Facebook is exhibiting signs of systemic mismanagement, which is a new concern we had not contemplated until recently,» Pivotal Research Group analyst Brian Wieser wrote in a research note before the remarks Wednesday.

BTIG Research media analyst Richard Greenfield wrote in a research note.

«The PBOC will have to choose between allowing significant currency appreciation and continuing to accumulate foreign assets,» Mark Williams, the firm's chief Asia economist, wrote in a research note Monday.

«With greater confidence that the global oil market can finally shift into deficit later next year, we now believe that there is a strong rationale for low - cost producers to deliver a swift production cut to normalize inventories,» Goldman analysts wrote in a research note this week.

«The current US tech - oriented actions against China will lead China to double down its efforts to become technologically independent and develop homegrown technology,» he wrote in a research note last week.

«While further problems are likely to emerge in Russia's banking sector, we doubt that these will cause significant damage to the economy,» he wrote in a research note.

«We do not find it surprising that tensions have emerged as a management team like RBI, which is focused on efficiency and fewer, large - scale franchisees, would come at odds with the tenured, mostly single - store franchisees who are invested in the communal appeal of the Tim Hortons brand,» he wrote in a research note.

«The remedies required to improve CCA's current operating performance will be costly and should cause its earnings to retrace (heavily) before growth can recommence,» Errington wrote in a research note to clients on Thursday.

«We believe that the movie will drive sales of VR headsets that require high - performance GPUs [graphics processing units] from chip - makers Nvidia and AMD,» he wrote in a research note.

«Dr. Piech is certainly famed for playing the long game to get his own way,» Merrill Lynch analyst Stephen Reitman wrote in a research note.

Yet there will still be a revenue opportunity for e-reader suppliers and OEMs since tablet PCs and e-readers target different consumers,» Stephanie Ethier, an analyst with In - Stat, wrote in a research note.

«Our overall Kindle sales (tablets and traditional Kindles) currently account for 3 percent of overall Amazon sales, but would account for 4 percent of revenue in 2012 if the tablet is a reality,» Munster wrote in a research note May 27.

«We expect tablets to continue to pressure PCs as more vendors launch products (e.g., Dell Streak and Samsung Tab) and Apple expands its iPad distribution,» Morgan Stanley analyst Katy Huberty wrote in a research note, as quoted by Fortune Magazine Sept. 17.

Oppenheimer analyst Yair Reiner wrote in a research note Wednesday that checks with computer supply - chain manufacturers suggest that Apple «will begin ramping production in earnest in February, implying that the tablet could launch in late March or April,» as long as there aren't any delays in the production process.

«Based on our supply chain check, we believe FIH is now jointly developing the phone with Amazon,» Mahaney wrote in a research note.

«Kindle is gaining an unstoppable traction,» Sandeep Aggarwal, a San Francisco - based analyst at Caris & Co., wrote in a research note today.

«Our January checks indicated weak sell - through trends for the new BlackBerry 7 smartphones despite increased marketing efforts,» Canaccord Genuity analyst Mike Walkley wrote in a research note to investors late Wednesday night.