Research Analyst Videos & Views

Please refer to Jefferies' important disclosure.

Jefferies 2018 Energy Conference Takeaways and Reinstatement of FANG
Mark Lear, CFA
Equity Research Analyst - Oil & Gas Exploration & Production
December 6, 2018

Key Takeaway
Sentiment for the E&P space continues to deteriorate, while the mood among operators remains slightly more optimistic. We have reinstated coverage of FANG as our Franchise Pick with a Buy rating and $177 PT.

Bridging the GAAP to ASC 606
John DiFucci
Equity Research Analyst – Software
November 5, 2018

Key Takeaway
Our video recaps our recent report that is a primer on how the new accounting standards, collectively referred to as ASC 606, apply to software companies.

Initiations of ServiceNow and HubSpot
Samad Samana
Equity Research Analyst – Software
October 24, 2018

Key Takeaway
We recently initiated coverage on 8 companies. In this video, we summarize our top 2 investment ideas: ServiceNow and HubSpot.

Jefferies Disrupt Summit: Techonomy 2020
Brent Thill
Equity Research Analyst – Technology
October 23, 2018

Key Takeaway
Jefferies hosted leaders across various industries to explore how companies today are rewriting old business models and developing new-innovation ecosystems.

What's Up in A&D: HON Aero Deep Dive & HRS/LLL Merger
Sheila Kahyaoglu
Equity Research Analyst – Aerospace & Defense Electronics
October 20, 2018

Key Takeaway
We recently published a deep dive note on HON's Aero business. We maintain our bullish view that the Aerospace business is under appreciated and raised our segment estimates by 5%.

Valuation on Our Minds - and in Our Face
John DiFucci
Equity Research Analyst – Software
October 8, 2018

Key Takeaway
Like most investors, valuation has been prominently on our minds lately. The market has seen tremendous gains, and Software has meaningfully outperformed the market, implying that it may even be an underlying foundation to it all.

Trading in Contour Kits for Cheetah Skirts
Stephanie Wissink
Equity Research Analyst – Consumer Products
Janine Stichter
Equity Research Analyst – Apparel and Softline Retail
September 24, 2018

Key Takeaway
We continue to see signs that we are post peak the hyper beauty consumption cycle ('13-'17) and believe we are in the first major fashion cycle since the recession.

Vertex (VRTX) EPS Growth is 3x its peers? BUY
Michael Yee
Equity Research Analyst – Biotechnology
September 19, 2018

Key Takeaway
We see a major growth trajectory cycle coming over the next 3-5 years - and it starts with getting the Phase III data end of this year.

IAC Deep Dive: Unsung Hero of the Internet
Brent Thill
Equity Research Analyst – Internet
September 19, 2018

Key Takeaway
We recently published a deep dive note on IAC - maintaining our bullish view and reiterating IAC as one of our top mid cap picks.

Cheers! U.S. Alcohol Initiations: STZ (+), TAP (-), BFB (=)
Kevin Grundy
Equity Research Analyst – Household Products and Beverages
September 12, 2018

Key Takeaway
Here is a short video summarizing our recent initiation of coverage for the large-cap U.S. alcohol space, including: STZ (Buy, $283 PT), TAP (Underperform, $55 PT), and BFB (Hold, $49 PT).