Wolfe Research Managing Director covering Media and Distribution, Marci Ryvicker, hosted a webcast Q&A with Steve Sturm. Topics for discussion included Q4 2018 auto advertising trends, an outlook for F’19 auto SAAR and advertising trend, new vs. used vehicles, and Digital vs. Television vs. Radio.
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Wolfe Research Senior IT Hardware & Networking Analyst, Steve Milunovich, hosted a webcast with Predictions Expert Mark Anderson. Topics for discussion included 2019 tech predictions, the China IP battle, and the importance of patterns and flows.
Wolfe Research Senior Healthcare Analyst, Justin Lake, hosted a webcast to discuss thoughts on PBM transition acceleration and impact to Anthem earnings power, takeaways from the conference call and our conversation with management post-call, read-throughs for MCOs, and early thoughts on the potential impact to CVS/CI results into 2019 and beyond.
Wolfe Research's Senior Utilities & Midstream Analyst, Steve Fleishman, hosted a webcast to discuss his PCG upgrade, CA utilities wildfire risks, and renewables PPA update.