Wolfe Research's Senior Transportation analyst, Scott Group, hosted a webcast.
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In the past week, AAPL has added $219B to its market cap. For the value investors out there, AAPL’s mkt cap gains over the past week are equal to the aggregate value of C ($104B), WFC ($100B) and DAL ($16B). Interesting times to say the least.
Alex Kania, Blake Gendron, Josh Silverstein, Sam Margolin have an open mic format to discuss daily sector, stock, and commodity thoughts, what we’re hearing from management, answer any questions, or just allow you to vent.
The Wolfe Utilities & Midstream team hosts a webcast on Fridays at 11:00AM ET to discuss utilities & power news and themes for the week. . Views on PEG after news on fossil sale today? How do you think PEG stock trades vs sector with remaining Utilities and Nuclear? Who might be next to become a pure play utility? Who has most upside potential if they become a pure play utility? Latest views on FE stock? Latest views on AEP stock? Views on OKE after upbeat 2021 outlook? What happens with DAPL pipeline
Wolfe Research is very pleased to report that we are expanding our Financials coverage with the addition of Bill Carcache who just initiated on twenty Regional Banks and Consumer Finance names. Prior to joining Wolfe I had the privilege of working alongside Bill for a number of years at Nomura Instinet and have always been impressed by his strong work ethic, willingness to stick his neck out / make actionable calls, and best-in-class research product. His in-depth analysis and deep knowledge of the space is something that I have missed at Wolfe and I could not be more excited to have the opportunity to collaborate with him once again.
The Wolfe Industrials team hosts a webcast on Fridays at 11:00AM ET to discuss industrials and transports news and themes for the week. Presenting analysts include Scott Group (Airfreight & Surface Transportation), Hunter Keay (Airlines and Aerospace & Defense), Nigel Coe (Electrical Equipment & Multi-Industry), and Rod Lache & Dan Galves (Autos, Auto Parts, & Auto Technology).
Weekly OFS thoughts, including 2Q20 earnings takes for NBR/HP/LBRT/RES/OII/WHD, and thoughts into next week’s prints (NESR/PUMP/CHX/TS).
After retesting resistance, which had been prior support, is value poised to break to fresh lows relative to growth following tonight’s key tech earnings?
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