Stewart Glickman
@glickmancfra
Equity research analyst with @cfraresearch, focusing on Energy and Healthcare. Please note: retweets are not endorsements. Disclosures: bit.ly/2dxrxph
ID: 788398876717879296
http://www.cfraresearch.com 18-10-2016 15:18:34
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☀️ Summer is in full swing–how will oil prices move these next few months? ⛽️ Ellen R. Wald Ph.D.🛢 & Stewart Glickman join Nicole Petallides to discuss how demand, geopolitics, & energy players $COP $MRO $XOM will impact #CL_F: x.com/i/broadcasts/1…
Great convo with Nicole Petallides & Stewart Glickman on the Conoco/Marathon deal and #oil and #gasoline outlook. Thanks Schwab Network #OOTT
#InsideOut 🔀 𝗖𝗮𝗿𝗺𝗮𝘅 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 🚗 CFRA Research’s Garrett Nelson assesses the company’s Q1 results and the road ahead for the stock with Diane King Hall 🚗 Tom White walks through an options trade on $KMX
Enjoyed talking aerospace on Schwab Network with Diane King Hall CFRA Research schwabnetwork.com/video/how-boei…
.CFRA Research raised its price target for $AAPL to $260 from $240 ahead of earnings 📈 🍎 Angelo Zino explains why China numbers, services growth, and guidance for the iPhone 16 cycle are the 3 key items to watch in Apple’s report with Nicole Petallides:
Shares of Verizon $VZ are down 6% today after a Q2 revenue miss 📉 📞 Jeff KAGAN Industry Analyst, Columnist, Influencer & CFRA Research’s Keith Snyder are with Nicole Petallides to review the numbers and share their outlooks for the telecom industry: x.com/i/broadcasts/1…
"With the robotaxi day having been delayed a couple months until October, there's really not much in the way of near-term developments in the story," says CFRA Research's Garrett Nelson to Frank Holland $TSLA
Buy the dip in Alphabet post-earnings? 🔍 “We continue to like the story here,” says CFRA Research’s Angelo Zino, but look for earnings growth to outpace stock appreciation in the coming months for $GOOGL and the big tech sector:
𝗡𝗲𝗮𝗿-𝘁𝗲𝗿𝗺 ⏸️ 𝗜𝗻𝘁𝗲𝗿𝗺𝗲𝗱𝗶𝗮𝘁𝗲-𝘁𝗲𝗿𝗺 ⏸️ 𝗟𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 ✅ Being on the sidelines is now the right place to be, says CFRA Research’s Garrett Nelson about #Tesla, as he shares his takeaways from earnings and details his lowered price target on $TSLA stock:
Shares of $META rallied after posting a Q2 beat and issuing a better-than-expected forecast for the third quarter. Angelo Zino, senior equity analyst CFRA Research, explains whether there are lingering concerns around TikTok and Facebook.
📱 Apple posted an earnings beat and shares are up today. Andrew G Graham & CFRA Research’s Angelo Zino share their takeaways from the $AAPL report with Nicole Petallides: “It looks like Apple is going to be the first major consumer products company to monetize A.I. in a big, big way.”
"We think that sales expectations are going to be moderated because of the pushout of expectations for interest rate cuts," says CFRA Research's Jonathan Sakraida to Frank Holland $CAT
.CFRA Research lowers its price target on Walt Disney $DIS after earnings, despite the company reporting streaming profitability for the first time. Ken Leon details why there’s still “better places to be” in the streaming space than Disney with Oliver Renick:
As General Motors announces plans to cut 1,000 jobs in software & services, @CFRAResearch’s Garrett Nelson breaks down the impact to $GM stock and the autos sector with Nicole Petallides: 🎙️ “We think the announcement really represents low-hanging fruit.”
.CFRA Research's recent whitepaper #TheCaseForBonds emphasizes the strategic role of #bonds in achieving long-term investment success by examining current trends, #risks, and opportunities. Read the full report below. cfraresearch.com/lp/the-case-fo…
"Blackwell will launch, it will ramp, we think it's going to be an enormous cycle....so if you're selling your shares here after hours, we would be careful for that, because this is going to be a free cash flow monster," CFRA Research's Angelo Zino @Nvidia $NVDA @JonFortt
"All tailwinds from here." $NVDA Olivier Blanchard 💬 & CFRA Research's Angelo Zino discuss where Nvidia is headed after Q2 earnings with Nicole Petallides: