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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
2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue
Healthcare
Research
Technology + Media + Telecom

2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue

December 22, 2015
Our top biotech pick for 2016 is TSRO. We like VARUBI's chances of success and think two data readouts in 1H16 for the PARP inhibitor niraparib could be even larger catalysts for the stock
Our View on Fed Lift-Off and the US REITsOur View on Fed Lift-Off and the US REITs
Real Estate
Research

Our View on Fed Lift-Off and the US REITs

December 17, 2015
The Fed's decision to raise short-term interest rates this week came too early, according to MSUSA Chief Economist Steve Ricchiuto, and it could prompt increased risk that the US economy will eventually fall into deflation
Mizuho Mobile Market Survey 2.0Mizuho Mobile Market Survey 2.0
Research
Technology + Media + Telecom

Mizuho Mobile Market Survey 2.0

December 16, 2015
In June 2015, we conducted our first mobile survey of U.S. smartphone users, and came away with some interesting takeaways

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