Showing posts with label Hudson Square Research. Show all posts
Showing posts with label Hudson Square Research. Show all posts

Tuesday, November 12, 2013

Is Twitter a Ripoff-and what could be a better deal

Twitter closed at 42.90 on Monday,down from its opening price of 45.10 when it debuted on November 7.If you bought it then,you're decidedly in the red.
A leading analyst has slammed the stock.At a certain point,to have that conversation completely devoid of rational business metrics,there's really nothing left to the imagination,said Daniel Ernst,principal at Hudson Square Research.It's so out of the loop.I certainly understand the market:they don't get Twitter.It is so overvalued,it's beyond imagination.
I don't possibly imagine a scenario where growth is gonna accelerate more than it is today.Mobile is already 65-70% of their revenue.When Facebook was at this size,they had a 35% positive operating margin;Twitter is at 11%,Mr.Ernst pointed out.He has a 20.00 price target on the stock.If that pans out,those first day investors will be seeing red,as well as being in red ink.*
People who invest in Twitter have to realise it's a cult,warned CNBC analyst Jim Cramer.
On the other hand,Cramer is confident in health care titan Johnson and Johnson.I think JNJ is worth 120.00,Cramer said.I think CEO Alex Gorsky will add 30.00 of value,so to sell JNJ now means nothing to me.
JNJ closed at 94.29 on Monday,up 0.26%.
Twitter(TWTR),Johnson and Johnson(JNJ)

Tuesday, June 19, 2012

Should You Buy Apple Stock

There's a question as to whether Apple is still innovative enough.Daniel Ernst of Hudson Square Research says Apple is growing revenues 60%,with a 2% dividend yield.It's probably the fastest growing company in technology today.The recent Apple announcements show an improvement in their ecosystem.They significantly raised the bar for their competitors.Now Apple's Siri  feature,the digital assistant and knowledge navigator built into the iPhone 4S,can find information that's not on the web,which Google can't.Apple is also updating the Macintosh computer line.
Investors are fixated on the next big thing,but these things tend to run in cycles,Mr.Ernst points out.Hudson Square has a 700 dollar price target on Apple,with a buy recommendation.
Hudson Square Research serves institutional clients with fundamental equity research,assessing valuation,risk and opportunity.Based in New York,they focus on the technology,media,telecom and consumer sectors.The company was founded in 2004.
Apple(AAPL)

Sunday, January 9, 2011

Focus On Tech:Google and Yahoo

Hudson Square Research has a buy rating on Google,with a price target of 750 dollars.Google has a very strong core business,says Rory Maher of Hudson Square-plus mobile and display assets.They have a lot of cash to buy fast-growing Inet companies.
Mobile search is starting to boost Google's sales.Hudson Square is excited about Google's Android operating system.They think it's gonna gain a majority share in mobile search.
Yahoo also has a buy rating.Hudson Square is pretty bullish on Inet media overall.Yahoo owns a bunch of ecommerce companies in China that are about to be profitable.Hudson Square is also pretty excited about Yahoo as a stand-alone company,and is pretty confident in the shift of traditional ad dollars to online,which will benefit both Google and Yahoo.
The biggest risk for both is Facebook stealing ad dollars.All will benefit from the shift to online;it's a question of who steals ad dollars from within the sector,Rory Maher believes.
Hudson Square Research is an institutional equity research boutique focused on the tech,media,telecom and consumer sectors.They provide institutional investors with fundamnetal equity research to assess valuation,risk and opportunity.
Google(GOOG),Yahoo(YHOO)