COMPANY NEWS
Conference Call Replay – What Our Sectors are Telling Us About The Economic Cycle
In a clients-only conference call, three of our Senior Analysts – Michael Nathanson (Media, Internet), Lisa Ellis (Payments & IT Services), and Greg Melich (Multichannel Retail) discussed their sector-based views on the current economic cycle (e.g., forward-looking indicators such as Advertising, IT, and HR Benefits spending, the geographic nuances of the new tax laws), along with investment implications and specific stock recommendations.
Date: Wednesday, January 16, 2019
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IT Services and Processors: New CIO Survey results, 2019 Outlook and Updated Stock Preferences
On a clients-only conference call Lisa discussed our 2019 outlook for the IT Services and Processors sectors, including the updated earnings forecasts, price targets, and stock preferences for the IT Services and Processors stocks in our coverage (IBM, ACN, CTSH, DXC, ADP, PAYX ). Lisa also reviewed the insights from the CIO survey we conducted at the end of last year, and discuss the major themes and trends that we expect will shape the performance of the IT Services and Processors stocks in 2019.
Conference Call Materials: Click here
Conference Call Replay: Click here
Payments 2019 Outlook, Themes, and Updated Stock Preferences
On a clients-only conference call Lisa discussed our 2019 outlook for the Payments sector, including the updated earnings forecasts, price targets, and stock preferences for the Payments stocks in our coverage (V, MA, PYPL, FDC, WP, GPN, SQ). Lisa also reviewed the major themes and trends that we expect will shape the performance of the Payments stocks in 2019 including our expectations for the purchase volume growth, eCommerce growth, and major risk factors for the Payments firms in 2019.
Conference Call Materials: Click here
Conference Call Replay: Click here