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Search resuls for: "Boruchow"


14 mentions found


☆ Nike has a better risk-reward profile over Lululemon, says Wells Fargo's Boruchow
  + stars: | 2023-12-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNike has a better risk-reward profile over Lululemon, says Wells Fargo's BoruchowIke Boruchow, Wells Fargo Securities senior analyst, joins 'Squawk on the Street' to discuss why Boruchow favors Nike over Lululemon, clues from the holiday shopping season that may have influenced Wells Fargo's decision, and much more.
Persons: Wells Fargo's, Ike Boruchow, Wells Organizations: Nike, Wells Fargo Securities Locations: Wells Fargo
☆ Monday's analyst calls: 30% upside for GM, Carvana upgrade, Anheuser-Busch downgrade
  + stars: | 2023-12-04 | by ( Brian Evans | ) www.cnbc.com   time to read: +7 min
So far this morning there is a big auto stock upgrade and a big beverage downgrade, among other calls. Morgan Stanley dimmed its view on Citizens Financial , downgrading the stock to equal weight from overweight but maintained its $31 per share price target, implying roughly 9% upside. The firm made the chipmaker its top large cap pick on Monday, and reiterated an overweight rating alongside a $620 per share price target. The analyst raised his price target from $25 to $40, which represents 14% upside. "We continue to see ABI's broadly EM focused sales exposure as attractive combined with the company's market leading market share positions," analyst Mitch Collett said.
Persons: Morgan Stanley, Manan, Brian Evans, Piper Sandler, Piper Sandler's, Harsh Kumar, Kumar, Wells, Ike Boruchow, Boruchow, — Brian Evans, JPMorgan's Rajat Gupta, Carvana, John Melloy, Bud Light, Mitch Collett, Vijay Rakesh, Rakesh Organizations: CNBC, East West Bancorp, Citizens Financial, Citizens, West Bancorp, Nvidia, TAM, Wells, JPMorgan Carvan, JPMorgan, Deutsche Bank downgrades Anheuser, Busch, Deutsche Bank, Anheuser, Busch InBev, Staples, Beverages, Mizuho Securities Mizuho Securities, General, United Auto Workers, GM, Vehicles, UAW Locations: China, Wells, Friday's, North America, N.A
☆ Pricing is starting to compress and demand is slowing, says Wells Fargo's Ike Boruchow
  + stars: | 2023-11-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPricing is starting to compress and demand is slowing, says Wells Fargo's Ike BoruchowIke Boruchow, Wells Fargo Securities senior analyst, and CNBC’s Steve Liesman join 'The Exchange' to discuss the state of the consumer, the impact of inflation on pricing, and more.
Persons: Wells, Ike Boruchow Ike Boruchow, Steve Liesman Organizations: Wells Fargo Securities Locations: Wells Fargo
☆ Consumers are still spending, but they're under pressure. These stocks still have room to run
  + stars: | 2023-11-06 | by ( Pia Singh | ) www.cnbc.com   time to read: +12 min
Persistent inflationary pressures have led to depressed levels of consumer spending all year, according to Bank of America. Consumers are still spending — in fact, they're spending more than they are earning — as employment levels and hourly wage growth remain fairly strong . Some analysts see an opportunity to pick up shares of battered-down retail stocks. According to Barclay's Yih, spending levels "almost have to be worse" next year. LPL's Roach similarly expects consumers spending to hit a roadblock in the coming months.
Persons: bode, Neuberger Berman, Steve Eisman, Jeffrey Roach, Adrienne Yih, Yih, Randy Hare, Ross, Polly Wong, Belardi Wong, James Lewis, Huntington's Hare, Bartlett, Chris Kempczinski, Lewis, …, it's, Anthony Chukumba, Chukumba, Wells, Ike Boruchow, Kathleen Entwistle, Entwistle, LPL's Roach, Morgan Stanley's Entwistle, Barclay's Yih, Roach Organizations: Bank of America, CNBC, Consumers, Barclays, Ross, Huntington National Bank, Bartlett Wealth Management, Walmart, Retailers, Republic, Urban Outfitters, Eagle Outfitters, National, Capital, National Vision, Nike, Ross Stores, Morgan Stanley Private Wealth Management, Investments, Citizens JMP Securities, Delta Air Lines, Deutsche Bank Locations: U.S, Wells Fargo
☆ Nike shares pop after mixed Q1 results. Here's what the pros say
  + stars: | 2023-09-29 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNike shares pop after mixed Q1 results. Here's what the pros sayStephanie Link of Hightower Advisors, Ike Boruchow of Wells Fargo Securities and Joe Terranova of Virtus Investment Partners discuss Nike after the company posted fiscal first-quarter results that beat on earnings and gross margin but missed on revenue.
Persons: Stephanie Link, Ike Boruchow, Joe Terranova Organizations: Nike, Hightower Advisors, Wells Fargo Securities, Virtus Investment Partners Locations: Wells Fargo
☆ Consumers are running out of tailwinds, says Wells Fargo's Ike Boruchow
  + stars: | 2023-09-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailConsumers are running out of tailwinds, says Wells Fargo's Ike BoruchowIke Boruchow, Wells Fargo Securities senior analyst, joins 'The Exchange' to discuss the impact of rising gas prices on the consumer.
Persons: Wells, Ike Boruchow Ike Boruchow Organizations: Consumers, Wells Fargo Securities Locations: Wells Fargo
☆ Canada Goose and other retail stocks will see a lift from China's reopening, according to Wells Fargo
  + stars: | 2023-01-26 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +1 min
Chinese shoppers are likely poised to hit the streets again during the country's reopening, a positive tailwind for certain retail stocks, according to Wells Fargo. The companies with the largest exposure to China's reopening are Nike , Farfetch , Canada Goose , Kate Spade-parent Tapestry and Michael Kors-owner Capri Holdings . Of these names, two – Canada Goose and Farfetch – are trading at deep discounts versus historic multiples, meaning now may be a good time to snap up shares. Wells Fargo has overweight ratings on both. For Farfetch, Wells Fargo sees a few tough quarters ahead but several positive catalysts as well, including the China reopening.
☆ Buy Lululemon, a 'rare name with momentum', Wells Fargo says in upgrade
  + stars: | 2023-01-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
It's time for investors to buy shares of Lululemon Athletica , according to Wells Fargo. Analyst Ike Boruchow upgraded the athletics apparel and accessories stock to overweight, calling the it a defensive and "rare name with momentum" poised to outperform on the top line this year. Shares of Lululemon gained about 2% before the bell Friday. He also cited easing freight pressures and better margin visibility as another catalyst for Lululemon going forward. "With LULU not a markdown-driven model, we see more visibility than most on the margin front looking to next year."
☆ Middle income will be a soft spot for retail in 2023, says Wells Fargo's Ike Boruchow
  + stars: | 2022-12-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMiddle income will be a soft spot for retail in 2023, says Wells Fargo's Ike BoruchowIke Boruchow, Wells Fargo Securities senior analyst, joins 'The Exchange' to discuss consumer spending trends heading into next year.
☆ High floating rate debt fuels retail investor fears
  + stars: | 2022-11-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigh floating rate debt fuels retail investor fearsIke Boruchow, managing director and senior equity analyst at Wells Fargo, joins 'Power Lunch' to discuss debt risk, finding opportunities to invest in retail and top retail picks for 2023.
☆ Wells Fargo double downgrades Hanesbrands, says it can fall 30% on macro and balance sheet pressures
  + stars: | 2022-10-31 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Sock and underwear maker Hanesbrands could fall more than 30% as it faces several major business challenges, Wells Fargo said in a double downgrade of the stock. Hanesbrands shares, which are already down by more than 50% this year, could now face still more pressure as it deals with higher cotton and logistics costs, as well as lower demand in the spring season. Hanesbrands is also at risk of breaching its leverage ratio debt covenants, Wells Fargo said. As a result, Hanesbrands may have to refinance its debt next year as it deals with rising interest rates, according to the note. That puts the company's dividend, currently yielding an above average 8.2%, in jeopardy, Wells Fargo said.
☆ Wells Fargo upgrades Ross Stores, calls stock one of the 'best ways' to play off-price retail
  + stars: | 2022-10-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Ross Stores is one of the best ways investors can get in on the off-price retail trade, Wells Fargo said. Analyst Ike Boruchow upgraded the stock to overweight, saying in a note to clients Tuesday that he sees upside to Wall Street's estimates ahead. Boruchow expects improving fundamentals across the off-price sector due in part to growing inventory availability as consumers trade down. "Simply put, we believe BURL and ROST are the best ways to play our bullish off-price thesis," he wrote, calling both companies "better recovery stories." Boruchow upped Wells Fargo's price target on Ross Stores to $110 from $90 a share, suggesting the stock could rally 26% from Monday's close.
☆ Watch CNBC's full interview with Wells Fargo's Ike Boruchow
  + stars: | 2022-10-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Wells Fargo's Ike BoruchowIke Boruchow, Wells Fargo Securities senior equity analyst, joins 'Power Lunch' to discuss why he now believes there's a rebound in the retail sector, what he would be buying right now and more.
☆ Q3 will be a much better earnings season than Q2, says Wells Fargo's Boruchow
  + stars: | 2022-10-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQ3 will be a much better earnings season than Q2, says Wells Fargo's BoruchowIke Boruchow, Wells Fargo Securities senior equity analyst, joins 'Power Lunch' to discuss why he now believes there's a rebound in the retail sector, what he would be buying right now and more.
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