Jefferies

Research Analyst Videos & Views

Please refer to Jefferies' important disclosure.


2018 Machinery Bible: Fundamentals Supporting Growth
Stephen Volkmann, CFA
Equity Research Analyst - Machinery
January 30, 2018

Key Takeway
Machinery fundamentals are as positive as we have seen in years, although full valuations suggest much of this is in the shares.


2018 Software Outlook
John DiFucci
Equity Research Analyst - Software
January 29, 2018

Key Takeway
We believe secular forces are as positive as we've seen in nearly two decades of covering Software due to advances in foundational computing technology that have turned the economic equation on its head, while cyclical forces are also on the upswing, reflected in rate hikes that could have an opposite effect.


2018 Outlook: Prefer Commercial Aero and IT Services
Sheila Kahyaoglu
Equity Research Analyst - Aerospace & Defense Electronics
January 12, 2018

Key Takeway
For 2018, our top picks include BA, RTN, and UTX. We have upgraded HEI to Buy from Hold, acknowledging the expensive valuation, but believe the earnings power of the co. is underappreciated.


Cyber Security Survey
John DiFucci
Equity Research Analyst - Software
January 12, 2018

Key Takeway
We compiled a brief video to highlight our second annual Cybersecurity Survey of 77 corporate IT security buyers.


Building Products Stock Initiation
Phil Ng
Equity Research Analyst - Building Products
December 21, 2017

Key Takeway
We have compiled a short video highlighting our recent notes initiating coverage on MHK and BLD with Buys and Holds on AWI, CBPX and IBP.


Deep Dive – Retailers in the Age of Amazon
Randy Konik
Equity Research Analyst - Retailing/ Department Stores & Specialty Softlines 
December 14, 2017

Key Takeway
We discuss Amazon's push into apparel, taking a deep dive into its strategies to grow the category, its competitive strengths/ weaknesses, and the tactics apparel/ accessories retailers are taking to thwart its rise.


Jefferies Energy Conference – Key Takeaways
December 6, 2017

Key Takeway
Energy Conference Video Recap: JEF hosted its annual Global Energy Conference in Houston, with nearly 90 Integrateds, E&Ps, OFS and Midstream companies participating.


Roche
Jeffrey Holford 
Equity Research Analyst - Global Pharmaceuticals 
October 4, 2017

Key Takeway
We discuss key drivers for our positive thesis on Roche and reiterate our above consensus mid-term revenue earnings and estimates.


Banks: Virtuous and Vicious 
Ken Usdin 
Equity Research Analyst - Banks
October 18, 2017

Key Takeway
We update our Bull/Bear earnings framework and rolled out 2019 estimates.


The Internet Playbook
Brent Thill 
Equity Research Analyst - Internet
September 15, 2017

Key Takeway
We  published a 200+ page industry primer, which takes a deep dive into the current state of the Internet and Interactive Entertainment sectors.