Liberty Latin America (LILA) (Market Cap of ~$3.6b) is a telecommunications company focused on providing broadband internet, Pay TV, fixed-line telephony and mobile services in Chile, Puerto Rico and 18 other countries in the Caribbean/Latin America.
Search Coverage List, Models & Reports
Search Results1-10 out of 290
Akamai (AKAM) is exploring certain strategic alternatives, which could include a potential sale. Akamai has faced pressure from Elliott Management, which owns approximately 6.5% of the company, to improve shareholder value. Akamai is a large cloud delivery platform for the internet with approximately 200,000 servers across 130 countries.
We track the share price performance of thematic stock baskets relative to a sector neutral benchmark. In 2017, our top stock idea model (SIM), our corporate tax reform basket, companies with high cash, stocks with high EPS growth, and companies with high emerging markets risk were the best performing thematic baskets. In 2017, the worst performing themes were banks with high loan growth, value stocks, low P/E stocks, recent spin-offs, and companies with low earnings quality and high short interest. In December, our stock idea model (SIM), corporate tax reform, and valuation themes outperformed, while deep value themes lagged. Click here for more information.
The Tax Cut and Jobs Act changes capital expensing rules and its impact is expected to broadly impact everything from used equipment demand to companies’ reported cash tax rates. In this note, we drill down into the tax, accounting, and financial modeling impacts of the recent tax bill’s capital expensing changes.
Liberty Global (LBTYA) completed the split-off of Liberty Latin America (LILAK) on January 2, 2018. Liberty Latin America is a tracking stock for the economic performance of Liberty Global’s operations in Latin America and the Caribbean. The Latin American assets include C&W Communications, VTR.com, and Liberty Puerto Rico (60% interest).
The most recent companies with a CEO change (* denotes external) include: Laureate Education (LAUR), Papa John’s (PZZA), Valmont Industries (VMI), M&T Bank (MTB), CSX* (CSX), Wabash National (WNC), Western Alliance Bancorporation (WAL), Spirit Airlines (SAVE), ManTech International (MANT), Diebold Nixdorf (DBD), Exponent (EXPO), Dish Network (DISH), Redwood Trust (RWT), Sonoco Products (SON), Hewlett Packard Enterprise (HPE), Tronox (TROX), Hawaiian Airlines (HA).
Wolfe Research's Senior Staples Retail and Hardlines analyst, Scott Mushkin, hosted a webcast with Accounting & Tax Policy Analyst Chris Senyek, to discuss the effect of the tax bill on the retail sector.
Our quarterly earnings quality (EQ) score is an objective way to identify potential accounting related short ideas and as a risk tool to avoid potential blow-ups in the portfolio. We strongly believe that the balance sheet and cash flow statement are forward indicators of potential income statement problems and that management teams may mask deteriorating business fundamentals through various accounting maneuvers (e.g., cookie jar reserves, cost capitalization, aggressively recognizing revenue, changing depreciation policies, etc.).
Wolfe Research's Senior Macro Research Analyst, Chris Senyek, hosted a Webcast to update his coverage on the impact to investors of the new tax bill.
- 1 of 29
- next →