Equity

GPUs the best investment in semis: Pro

CNBC | June 8th, 2016 (See video)

Ian Ing, MKM Partners, thinks GPUs, or GeForce Graphics Processors, is a good play right now.

GPUs the best investment in semis: Pro 2016-10-23T23:30:19+00:00

Broadcom Forecasts Sales That Top Estimates; Stock Gains

Bloomberg, By Ian King | June 2nd, 2016 (Read article)

Broadcom Ltd., which led a wave of consolidation last year to become one of the world’s top-10 chipmakers, predicted fiscal third-quarter sales that may beat analysts’ estimates on stronger demand for parts for mobile phones and […]

Broadcom Forecasts Sales That Top Estimates; Stock Gains 2016-10-23T23:30:19+00:00

L Brands’ stock dips after mixed quarterly results

CNBC, By Fred Imbert | May 19th, 2016 (Read article)

Shares of L Brands fell nearly 5 percent Thursday as investors digested mixed first-quarter results.

The company posted first-quarter earnings per share of 59 cents on revenue of $2.61 billion on Wednesday. Analysts polled by Reuters […]

L Brands’ stock dips after mixed quarterly results 2016-10-23T23:30:19+00:00

4 Reasons Why TJX ‘Stands Out From The Pack’

Benzinga, By Jayson Derrick | May 18th, 2016 (Read article)

According to Roxanne Meyer of MKM Partners, TJX Companies Inc. is a “stand out” within the retailing group and the stock will re-emerge as a “core holding” after the company’s first quarter results are fully […]

4 Reasons Why TJX ‘Stands Out From The Pack’ 2016-10-23T23:30:19+00:00

The ‘cool to save’ mentality

CNBC | May 17th, 2016 (See video)

Discussing shopping trends, and favorite retail stocks to bet on, with Randy Konik, Jefferies, and Roxanne Meyer, MKM Partners.

The ‘cool to save’ mentality 2016-10-23T23:30:20+00:00

TJX Cos: What Retail Slump?

Barron’s, By Ben Levisohn | May 17th, 2016 (Read article)

Concerns about slumping sales and the changing habits of consumers have pounded the shares of retailers like Macy’s (M) and Kohl’s (KSS) this month. Today, TJX Cos. (TJX) demonstrated why it’s avoided the worst of the pain.

TJX reported a […]

TJX Cos: What Retail Slump? 2016-10-23T23:30:20+00:00

Intel May Get Only Small Part of iPhone 7 Business

Fortune, By Aaron Pressman | April 18th, 2016 (Read article)

As rumors continue to swirl that Intel has managed to steal some business from Qualcomm for the next iPhone’s chips, analysts on Wall Street are getting more serious about the financial impact on both […]

Intel May Get Only Small Part of iPhone 7 Business 2016-10-23T23:30:20+00:00

Intel CEO’s Qualcomm Recruit Causes Upheaval in Senior Ranks

Bloomberg, By Ian King | April 11th, 2016 (Read article)

Intel Corp. Chief Executive Officer Brian Krzanich broke with decades of company history last year by making an outsider, Murthy Renduchintala of rival Qualcomm Inc., his No. 2.

Renduchintala brought a record of success in mobile-phone […]

Intel CEO’s Qualcomm Recruit Causes Upheaval in Senior Ranks 2016-10-23T23:30:20+00:00

Gap dead money until evidence: Analyst

CNBC | April 8th, 2016 (See video)

Discussing Gap weighing on the retail sector, with Roxanne Meyer, MKM retail analyst.

Gap dead money until evidence: Analyst 2016-10-23T23:30:20+00:00

The Rise, Stumble and Future of Lululemon

Business of Fashion, By Lauren Sherman | January 25th, 2016 (Read article)

Antonia Iamartino is a Lululemon Athletica lifer. An employee since 2005, she is sitting on a cushy, fabric-covered ottoman in the Whitespace Workshop, the area of the company’s campus-like Vancouver headquarters — internally called the […]

The Rise, Stumble and Future of Lululemon 2016-10-23T23:30:20+00:00