Posts in category Short Ideas

What Does General Electric Company (GE) Insurance Portfolio Review Spell Out for Potential Breakup?

Oppenheimer’s Christopher Glynn notes that the review lends more weight to the idea of a breakup of GE’s businesses.

General Electric Company (GE) Has a Bear Tempted to Upgrade, But Not Quite Yet

Oppenheimer’s Christopher Glynn says it is premature to make the “pivot” from bearish to the sidelines on GE stock.

Uh Oh, Roku Inc Has a New Bear in Town

Morgan Stanley’s Benjamin Swinburne questions Roku’s monetization opportunity in a world where market share on consumer time spent keeps rising towards channels (Netflix, Youtube) that fail to realize big sales.

Tesla Inc (TSLA): This Bear Reduces Model 3 Production Expectations By 75%

Cowen’s Jeff Osborne believes risk of cash burn that will hit Tesla in the next years will outweigh “healthy” delivery performance from the company’s older EV models.

Valeant Pharmaceuticals Intl Inc (VRX) Has A New Bear In Town

J.P. Morgan’s Chris Schott is raising the ultimate red flag on Valeant with a downgrade that has sent shares on a 6% dive today.

This Bear Believes Himax Technologies, Inc. (ADR) (HIMX) 3D Sensing Revenue Targets for 2018 Are Unattainable

Rosenblatt’s Jun Zhang believes HIMX’s opportunities to generate revenue next year will prove “insufficient.”

The Downgrade That Broke Square Inc Rally

Square Inc (NYSE:SQ) has been Wall Street’s biggest standout of 2017, with shares skyrocketing nearly …

This Analyst Doesn’t Think Snap Inc (SNAP) Stock Worth The Cheap Price

Snap misses across the board for Q3 earnings, stock gets whacked; Brian Wieser reiterates a Sell.

A New Bear Challenges Future Upside Potential for Advanced Micro Devices, Inc. (AMD)

Joseph Moore downgrades AMD and chops his price target, believing cryptocurrency demand edge won’t last.

Show More