SSR LLC ANNOUNCEMENT: GRAYSON ANDERSEN JOINS AS HEAD OF ENERGY RESEARCH
 FOR  MORE INFORMATION ABOUT SSR’S PRODUCTS & SERVICES, PLEASE CONTACT:
CARL RINALDI at 203-901-1628 or crinaldi@ssrllc.com

 

Sector & Sovereign Research

Stamford, CT

Industrials / Basic Materials

Graham Copley

Healthcare

Richard Evans

Tech / Media / Telecom

Paul Sagawa

SSR LLC

is a differentiated investment research boutique built to provide an essential, yet missing, element of research: the weighting of sub-sectors within broad industrial categories.  By simultaneously maintaining both a broad view of our industries, a fundamentally detailed view of the sub-sectors that make up these industries, and the most interesting stocks that make up those industries, we offer guidance on portfolio composition that we believe is both highly impactful, and otherwise unavailable. Learn More…


Healthcare

US net pricing gains explain more than 100 percent of US revenue growth for the large-caps as a whole; making net price growth crucial not only to future growth but also to dividends, a signal feature of valuations. Net pricing gains are at risk, particularly from rising co-pays, which manufacturers subsidize with co-pay cards that reduce patients’ out-of-pocket costs at the pharmacy counter. To bring the essential moving parts into view, we provide data on list price growth, rebate / discount growth, and resulting net price growth for each company, and also for each company’s key brands…Read more

Tech / Media / Telecom

The TMT sector is in the midst of a comprehensive once-in-a-generation paradigm shift driven by the contemporaneous maturation of several key innovations that offer consumers and businesses new and significantly better ways to use information.  In this, we expect the few platforms that control user experiences (AAPL, GOOG, MSFT, maybe AMZN) will capture a disproportionate share of value… Read more

Industrials / Materials

Trian, today, announced the formation of Trian Advisory Partners, charged with the following: “Trian Advisory Partners will provide support to Trian by identifying potential investment opportunities, assisting with due diligence, formulating strategic and operating initiatives for the companies in which Trian invests, and engaging with public company management teams, Boards of Directors, shareholders, and external advisors. Trian Advisory Partners may also join the Boards of Directors of companies in which Trian invests”. The three founding… Read more   

Financials

Financials Picture Web SizeWith its announcement of Snapcash on Monday, Snapchat (with a $10bn valuation in its last funding in August[1]) enters the market for integration of social media and person-to-person (P2P) payments in competition with PayPal’s Venmo (which handled over $300mm in consumer payments in FQ12014 putting it on a par with the SBUX mobile app – see Chart); the back-end for Snapchat is provided by Square which expands the potential reach of its Square Cash product to the 100mm MAU’s of Snapchat. These direct-messaging services compete… Read more

Consumer

Shopping CartsMcDonald’s (MCD) has had a difficult two (plus) year period, and the CEO during that period (Don Thompson) will not be part of any potential recovery as he was replaced last night by the company’s Chief Brand Officer, Steve Easterbrook.  While MCD unquestionably faces some secular issues related to the quality of its product offering, supplier issues in China and recently in Japan strike at what the company has long viewed as a competitive advantage – its supply chain.  Mr. Easterbrook clearly has a job of work ahead of him, but we continue to believe that, at current levels… Read more

Energy

Energy Initiation: The US is Drowning in Crude. morning after a serious earnings miss.  The strong US dollar has been a big headwind for all commodities, including crude oil, since the start of the third quarter with the DXY rising almost 8% Both Brent and WTI have fallen over 20% during the same period despite geopolitical concerns in significant…Read more   

 

SSR LLC ANNOUNCES CARL RINALDI TO JOIN AS A PARTNER AND HEAD OF SALES   

SSR LLC (SSR) is pleased to announce that Carl Rinaldi joined its leadership team on March 11th 2014 as a partner and as Head of Sales.  Carl brings 32 years of experience in the financial markets, the last 22 of which were at Sanford C Bernstein where he was most recently Head of US Hedge Fund Sales and Head of New York Metro Sales…Read more


 

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