Research Analyst Videos & Views

Please refer to Jefferies' important disclosure.

Jefferies 2018 Technology Conference Recap
Technology Equity Research Team
May 16, 2018

Key Takeway
Jefferies hosted 105 companies at the Technology Group Investor Conference in Beverly Hills on May 9th and 10th.

Timberlake Got His Suit & Tie Now So Do I, TLRD to Buy
Randy Konik
Equity Research Analyst - Department Stores & Specialty Softlines
May 16, 2018

Key Takeway
This week we upgraded Tailored Brands to Buy and raised our target to $40 PT.

Alcoa (AA) Multiple Expansion Is Likely
Chris LaFemina, CFA
Equity Research Analyst - Metals & Mining
May 11, 2018

Key Takeway
We recently launched coverage on Alcoa with a Buy rating and $65 per share target price. Our Buy rating is based on Alcoa’s competitive positioning, its relatively low risk business model, its strategy and its valuation.

Recounting the Cash; Double in Five Years?
James Vane Tempest
Equity Research Analyst - European Specialty Pharma and Healthcare Services
April 9, 2018

Key Takeway
We published an updated report, earlier this year, on risk-adjusted ROIC and EV/IC.

The Alchemy of Extracting Value from Big Data
John DiFucci
Equity Research Analyst - Software
April 2, 2018

Key Takeway
We discuss a Jefferies-branded effort to help investors understand the importance of data and how value is derived through revenue, earnings and stock valuations.

Mining Equipment: BUY Atlas (Epiroc Spin), Sandvik, Komatsu
Graham Phillips, Chris LaFemina, Stephen Volkmann
Equity Research Analysts – Capital Goods, Metals & Mining, Machinery
March 19, 2018

Key Takeway
We believe capex and opex levels at mining companies will surprise on the upside.

Fitness Wars: The Pumped Up Primer 2.0
Randy Konik
Equity Research Analyst - Consumer
March 14, 2018

Key Takeway
We launched an updated report on the fitness industry refreshing our perspectives with new data from our inaugural fitness deep dive.

Initiating Coverage: The Inextricable Link
David Katz
Equity Research Analyst - Gaming
February 28, 2018

Key Takeway
The equipment and technology supplier segment of the gaming industry is well positioned to continue on its current path of improvement for several reasons.