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4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors
Research
Technology + Media + Telecom

4Q15 EPS Post-Mortem For Internet/Interactive Media Sectors

February 17, 2016
We’ve put together a quick post-mortem of how our coverage of companies performed in 4Q15, relative to expectations
Similar Web - Key Takeaways On Global Mobile TrendsSimilar Web - Key Takeaways On Global Mobile Trends
Research
Technology + Media + Telecom

Similar Web - Key Takeaways On Global Mobile Trends

February 9, 2016
Yesterday, we hosted a meeting with Similar Web in San Francisco to discuss key trends in the mobile app sector
Multifamily Getting Too Sentimental; Raising ESS to BuyMultifamily Getting Too Sentimental; Raising ESS to Buy
Real Estate
Research

Multifamily Getting Too Sentimental; Raising ESS to Buy

February 8, 2016
We are wrapping up 4Q15 multifamily earnings with this report, including several price target changes and one rating change -- ESS goes to Buy from Neutral
An Examination of Hospital Valuation MethodsAn Examination of Hospital Valuation Methods
Healthcare
Research

An Examination of Hospital Valuation Methods

February 1, 2016
Valuation is perhaps the most difficult and delicate art practiced by analysts and investors
Collaborations and Comparisons Drive our 2016 REIT IdeasCollaborations and Comparisons Drive our 2016 REIT Ideas
Real Estate
Research

Collaborations and Comparisons Drive our 2016 REIT Ideas

January 28, 2016
When we launched REIT coverage at MSUSA in July 2014, we were asked how we plan to differentiate ourselves
Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be ToppingBubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping
Real Estate
Research
Technology + Media + Telecom

Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping

January 21, 2016
We’re in a bubble for private companies, and the bubble is in trouble. MSUSA’s Technology & REITs teams collaborated to come up with insights about today’s technology market
As the Year Turns; Differentiated Research on Sequential Year Stock PerformanceAs the Year Turns; Differentiated Research on Sequential Year Stock Performance
Real Estate
Research

As the Year Turns; Differentiated Research on Sequential Year Stock Performance

January 13, 2016
Following the year 2015 when more than 30 US REITs produced total return at the extremes we looked back over a 20-year history to investigate how REITs tend to perform in successive years
Utes Are Doing Well; Now What?Utes Are Doing Well; Now What?
Energy & Utilities
Research

Utes Are Doing Well; Now What?

January 10, 2016
For the first trading week of 2016, utilities are up 600 bps relative to the S&P 500
Historical Healthcare Performance, Election Years and 2016 Top PicksHistorical Healthcare Performance, Election Years and 2016 Top Picks
Healthcare
Research

Historical Healthcare Performance, Election Years and 2016 Top Picks

January 5, 2016
Most investors would agree that elections matter to the performance of healthcare services stocks

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