PRESS RELEASES
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 […]
MKM Partners Hires Software Analyst
Kevin Buttigieg to Cover Software
STAMFORD Conn., July 16, 2014 /PRNewswire/ — MKM Partners today announced that Kevin Buttigieg has joined as Managing Director, Senior Software Equity Research Analyst. Kevin will work to […]
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
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.
Target preview: Shoppers are showing up for the exclusive brands
MarketWatch by Tonya Garcia, May 23rd, 2018. (Read Article) MKM Partners is bullish about Target Corp. first-quarter earnings, scheduled for release on Wednesday before the opening bell, thanks to brands like Universal [...]
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 [...]
Lulu’s Big Fall: A Blip or a Warning Sign?
Barrons, By Emily Bary, | March 31st, 2017 (Read article) Analysts offered differing opinions after Lululemon’s shares tumbled Thursday. But one thing clear is that Lululemon’s stock is still not cheap.
Ollie’s Bargain Outlet could be “most cushioned” retailer from border tax, analyst says
CNBC, By Lauren Thomas March 29, 2017 (See Article) Shares of Ollie's Bargain Outlet climbed nearly 5 percent Wednesday after one analyst said the company was among the [...]
Express: Yes, It Was a Bad Day But…Karlie Kloss!
Barrons, By Ben Levihson | March 8, 2017 (Read Article) The retail bubble, so dubbed by Urban Outfitters’ (URBN) CEO, claimed another victim today, as Express (EXPR) became the latest retailer to get hammered after [...]
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 […]
1Q Broker Survey: Continued Growth Expected But Higher Rates Are Big Theme
Authors: Wendy Farina and Megan McGrath Sector: Quantitative Survey Group | QSG
In our 26th quarterly broker survey we saw moderated, but continued positive expectations, from brokers for sales this year. While 1Q […]
Relative Valuation for Tech Mega-Caps Below Historic Average and Declined in Q4
Author: Rob Sanderson Sector: Internet: Applications and Media
With value significantly outperforming growth for the last half of Q4 and many questions from clients surrounding sector rotation, we have refreshed our relative valuation […]
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
MKM PARTNERS VIDEO INTERVIEWS
Profitability has improved for semiconductors
https://www.cnbc.com/video/2019/04/24/profitability-has-improved-for-semiconductors-says-expert.html CNBC, April 24, 2019 Ruben Roy, MKM Partners managing director, and Stacy Rasgon, analyst at Bernstein, discuss potential for growth and profitability in the semiconductor space.
Facebook earnings were better than was feared: CNBC, October 31st, 2018. (Watch Here) Rob Sanderson of MKM Partners and CNBC’s Mike Santoli join the ‘Squawk Alley’ team to discuss Facebook’s quarterly earnings and the market rally.
CNBC, October 31st, 2018. (Watch Here) Rob Sanderson, MKM Partners managing director.
Eric Handler on Hasbro-Mattel Merger: Hurdles to Overcome
CNBC, November 11th, 2017. (Watch Here) Eric Handler, managing partner at MKM Partners, believes the possible Hasbro-Mattel merger could be a long, hurdle-filled journey.
Here’s Why You Should Buy Facebook: Rob Sanderson
CNBC, Feb 2nd, 2018. (Watch Here) Rob Sanderson, MKM Partners managing director, discusses his bull case for Facebook.
Alibaba is growing quickly in acquired properties: Rob Sanderson
CNBC, June 21st, 2017. (Watch Here) Rob Sanderson, MKM Partners managing director, discusses Alibaba's growth and what the company needs to do to get to $1 trillion.
Homebuilders are targeting millennials — but it will hit their margins
CNBC May 17th, 2017. (Watch Here) The largest generation is finally starting to buy houses. The trouble is, there aren't enough houses for sale to feed their appetite, at least not [...]