20-minute video with slides highlighting our current views as we head into earnings season.
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Wolfe Research's Senior E&P Analyst, Josh Silverstein, hosted a webcast to discuss stock thoughts post EQT's July 10 proxy, AR bull/bear debate, what AR should do with the AM stake, and natural gas supply/demand update.
Wolfe Research Senior IT Hardware & Networking Analyst, Steve Milunovich, and Technical Analyst Rob Ginsberg hosted a webcast to discuss how fundamental analysts benefit from technical analysis, whether tech faces further correction, which groups are most and least attractive, and which stocks are poised for breakouts or breakdowns.
Wolfe Research's Senior Utilities analyst, Steve Fleishman, hosted a webcast to discuss changes in the wildfire bill, why EIX and SRE are investable, why there's more concern on PCG, and the path to bill passage.
Wolfe Research Senior Multi-Industry Analyst, Nigel Coe, hosted a webcast to discuss 2019 demand environment, impact of tariffs, state of inventories, competititve environment, price/cost dynamics, and 2019 outlook.
Wolfe Research Senior Diversified Banks & Brokers Analyst, Steven Chubak, hosted a Goldman Sachs deep dive webcast, covering topics including higher ROTCE targets, growth initiative, capital/efficiency, revenue pushback, and more.
Wolfe Research's Senior Utilities analyst, Steve Fleishman, hosted a webcast to discuss their PCG downgrade, CA wildfire legislation, risks to utility ROEs, and power market concerns.