PRESS RELEASES
MKM Partners Hires Global Technology Sector Specialist as it Expands its Institutional Salesforce
STAMFORD, Conn., April 29, 2020 /PRNewswire/ — MKM Partners announced today that Dan Forman has joined the firm as Managing Director, Global Technology Sector Specialist Sales. Dan will amplify MKM’s distribution force […]
MKM Partners Expands Its Custom Survey Capabilities, Rebrands MKM Intelligence Community As Quantitative Survey Group | QSG
STAMFORD, Conn. and NEW YORK, May 25, 2017 /PRNewswire/ — MKM Partners is expanding its custom, proprietary survey capabilities and is rebranding as Quantitative Survey Group | QSG to better align with […]
MKM Partners Hires Senior Sales Professional for its MKM Intelligence Group
STAMFORD, Conn., July 13, 2016 /PRNewswire/ — MKM Partners today announced that David Picher has joined our MKM Intelligence Community team as a Managing Director and senior sales professional. David will be […]
Roxanne Meyer to Cover Specialty Retail
STAMFORD, Conn., May 8, 2015 /PRNewswire/ — MKM Partners today announced that Roxanne Meyer has joined as Managing Director, Senior Research Analyst- Specialty Retail. Roxanne will accelerate the expansion of […]
Firm Hires Sagar Sheth to Open Chicago Office
Sagar Sheth to Run Chicago office and Expand the Offerings in the Midwest
STAMFORD, Conn., June 9, 2014 /PRNewswire/ — MKM Partners today announced that Sagar Sheth has joined as Managing Director of […]
MKM PARTNERS IN THE NEWS
WeWork’s Cash Burn is a Bigger Concern than its Valuation, MKM’s Kulkarni Says
Bloomberg Technology, Sept 18th, 2019. (Read Article)
It Could Get Worse For One Beaten-up Payments Stock, Chart Suggests
CNBC, Sept 13th, 2019. (Read Article)
MKM Partners Restaurant Analyst Brett Levy discusses Wendy’s competition in fast food breakfast.
Fox Business News, Sept 12th, 2019. (Read Article) MKM Partners Restaurant Analyst Brett Levy discusses Wendy's competition in fast food breakfast.
Handful of Dow stocks flash rebound signal
CNBC, May 29th, 2019. (Read Article) Around one-third of Dow stocks are now in oversold territory after heavy sell-offs this month, a possible sign of a bounce in the making. J.C. O'Hara [...]
MKM’s O’Hara Says Sell S&P 500 E-Minis If Below 10 DMA
Bloomberg News, March 6th, 2019. (Read Article) On this edition of "Charting Futures," MKM Holdings Chief Market Technician J.C. O'Hara examines the pullback in U.S. equities with Bloomberg's Abigail Doolittle on [...]
Fed Already At Neural
Bloomberg Surveillance... December 18, 2018 - 10:54 AM EST. (Read Article) Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, says the justification to continue rising rates has evaporated. [...]
Blurb: Institutional Investor Magazine Ranks MKM one of the “Best Places to Work for Women in Equity Research”
Ranking the most gender-diverse research departments, based on nominations for the 2018 All-America Research Team.
Morning Agenda: More Questions for Wells Fargo
The New York Times by Chad Bray, August 8th, 2017 Its reputation is already tarnished by a fake accounts scandal. Now, Wells Fargo is facing questions for a second time in [...]
Why Paris Pullout Is No Cure All for Coal
Barron's by Ben Levisohn, June 6th, 2017. (Read Article) When President Donald J. Trump pulled the U.S. out of the Paris climate agreement, the initial reaction was that it would be [...]
Bet on AMD, this other hot stock into earnings: Options Trader
CNBC by Tae Kim, April 19th, 2017. (Read Article) Earnings season is among the most volatile times for short-term traders and this one will be no exception with many cult stocks expected [...]
MKM PARTNERS RESEARCH
MKM’s Top 10 Housing Market Heat Index: January Barely Moves; Buoyed by Permits Sector: Homebuilding
In the 17th edition of MKM’s Top 10 Housing Market Heat Index, January stayed relatively flat against the month prior as solid growth in building permits were offset by flat sales, lackluster […]
Huawei Investigation Is Overhang, Unclear If And When May Hurt Component Sales
Author: Mike Genovese Sector: Technology: Communications Equipment
https://mkm.bluematrix.com/docs/pdf/37e779c9-a1af-4b35-b868-c36ebeb298fc.pdf
A Very Good Outlook For FY19, Even Without Borderlands 3; Still A Great Cash Story
Author: Eric Handler Sector: Entertainment: Video Games
We look for a record EPS in FY19 as history would suggest management’s initial guidance is conservative
https://mkm.bluematrix.com/docs/pdf/af11b247-6706-40a0-a35b-de9ece16c29a.pdf
Proprietary Survey #11 Supports Continuation of Strong Sales Trends Into 2018
Expect a strong 4Q and 20%+ EPS growth in 2018, though a few boxes to check when LULU reports on 3/27 Sector: Consumer: Broadlines & Hardlines Retail
Author : Roxanne Meyer Sector : […]
2018 State of Optical Components Market: Looking for Industry Consolidation
Author : Mike Genovese Sector : Technology:Communications Equipment
https://mkm.bluematrix.com/docs/pdf/77310952-aa3d-484c-ab54-8f1a6449ac04.pdf
MKM Partners Top Picks for 2018
MKM Partners Top Picks for 2018
This morning, we are publishing our Top Picks report for 2018. In this report, we detail our fundamental equity top picks with a main thesis, FY18 catalysts, […]
MKM PARTNERS VIDEO INTERVIEWS
Lyft surges on revenue beat
CNBC, May 6, 2020. Lyft surges on revenue beat Brent Thill, managing senior analyst at Jeffries and Rohit Kulkarni, analyst at MKM Capital, join "Closing Bell" to discuss markets. CNBC, May [...]
Amazon Is Investing From Position of Strength Amid Coronavirus Crisis, Says MKM Analyst
Bloomberg, April 30, 2020. Amazon Is Investing From Position of Strength Amid Coronavirus Crisis, Says MKM Analyst. Rohit Kulkarni, MKM Partners analyst, discusses Amazon.com Inc earnings on "Bloomberg Technology." Bloomberg, April [...]
Retail is on track for best month ever, but trader says only two look like a buy
Trading Nation, April 28, 2020. Retail is on track for best month ever, but trader says only two look like a buy. Retail stocks are pacing for their best monthly gain [...]
McDonald’s next move may depend on one fast-food rival’s stock
Trading Nation, April 9, 2020. McDonald’s next move may depend on one fast-food rival’s stock. Wendy’s stock chart could forecast a lot for shares of McDonald’s, MKM Partners chief market technician [...]
We will likely see brutal, hopefully short-lived recession
CNBC, March 30, 2020. We will likely see brutal, hopefully short-lived recession CNBC’s Kelly Evans speaks with Michael Darda of MKM Partners about where the economy may be headed amid the [...]
Stay-at-home stocks make ‘perfect sense in this environment’
Trading Nation, March 19, 2020. Stay-at-home stocks are the talk of the street. One of JPMorgan’s picks is particularly showing signs of relative strength, JC O’Hara, chief market technician at MKM [...]