MiFiD II: Thoughts?
I am not in ER but I would like to get any insight from people who are. What are your thoughts on the potential consequences of the directive? What will it mean for the ER industry and EU capital...
View ArticleEquity Research Report Critique for an Undergrad
Hello everyone,I am a junior at a Canadian university who worked on an initiating coverage report for my finance club. I understand that most people would probably not go through a 10+ page report just...
View ArticleWhat is The Current State of BB Equity Research Internships?
I've noticed ER as a whole is a very small dept of any BB now and that FT recruiting is a little more random than IBD or S&T. It has also been my experience that some BBs such as Goldman now only...
View ArticleIs a stock with high projected EPS growth a red flag?
I'm analyzing a stock with good growth drivers, in the emerging market movie space.Everything looks good, except the projected consensus EPS growth rate for the new few years is about 40% each year....
View ArticleDoes consensus estimates = current value of the stock?
Stock price often goes up or down based on whether earnings make the consensus estimates.But let's say the entire street is bullish on the stock with a 30% upside on average. Wouldn't the consensus...
View ArticleResearch Analyst( Scientific Equity, Global Economics) vs Global Supply...
Hi, I'm a second year quant within the Asset Management division at a BB; deciding between moving laterally to the Global Research division or to a SV giant for their GSM role. The first role within...
View ArticleWhat do you think is the most overrated large company, and why?
Rules - must be publicly traded - must be "well known" colloquially (i.e. your mom should know about it) - any industry - a brief, non-technical explanation - must post your most overrated company...
View ArticleWhich is a better bet - Yum China or Yum! Brands
After its spin-off from Yum!Brands, Yum China performed well and has emerged as a bigger winner. Waiting to see how Yum!Brands performs. Want to know which one is a better bet Yum China or Yum!Brands....
View ArticleApple (AAPL) shows modest growth, iPhone sales flat
Apple sold 50.8MM iPhones, down 1%. iPad units sold in the quarter fell 13% to 8.9MM units, while Mac sales saw a 4% rise to 4.2MM units. http://alph.st/b4f24949apple earnings
View ArticleMoody's Associate Analyst -> Research
For an associate analyst in the corporate finance department or structured finance group are there opportunities to transition into research, either on the equity or fixed income side? I have heard DCM...
View Articlemoving from procurement/supply chain management analyst role to TMT Equity...
I'm currently at a large tech company in the Bay Area ( think Google/Apple/Samsung) as an analyst within the Procurement/SCM division working on OR/cost models, strategic sourcing and deals with OLED...
View ArticleHave ER Offer; Can't decide if I should take it
Ok fellas, I have a dilemma. Short of it is I've been offered a senior associate gig at a very well reputed research shop here in town, and I can't decide if I should take it. Part of this is just...
View ArticleMD (Medical Doctor) wanting to get into healthcare ER
Hello everyone, I am currently a resident in internal medicine that is planning to forgo fellowship to get into ER. Why now? Because I didn't know the field even existed until last year.About me:BS in...
View ArticleHow Purchased Email Lists Destroy Your Email Marketing
On paper, obtained email records seem like a smart thought. Possibly you're simply beginning with email showcasing, or maybe your rundown of email locations has begun to go stale. You have cash to...
View ArticleMatching Historical Balance Sheet and Cash Flow Statement Items
Doing a practice valuation, currently trying to match historical balance sheet items to cash flow statement items. I've encountered a problem where, historically, changes in the balance sheet are not...
View ArticleER vs CB
Hi all,First time posting (in a long time), but long time creeper. I'm currently an ER associate at a boutique shop covering large-cap financials. Been here for about two years. During that time I...
View ArticleWhat would you do in my position? PMW plan B?
Hi Everyone,I am graduating in June from a non target state school in the Northeast (Big alumni network) and my goal is to become an Equity Research Associate. I have been networking with 35...
View ArticleWalmart Earnings
Walmart beats estimates, but lags on sales. During the quarter, the company basically witnessed a slower start than expected in Walmart U.S. unit, due in part to delayed federal tax refund...
View ArticleCareer path advice: 1st associate for good analyst, or 2nd associate for...
Should I leave my position as a 2nd associate for a top-3 analyst at the firm, for a 1st associate position with a less-senior analyst (D vs. MD)? I realize putting myself into contention for the...
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Day in the Life of an Equity Research Associate
I have an interview in a few days for a position as an equity research associate with and O&G investment bank in Texas. I have spent the last 2.5 years in investment banking, but out of the blue...
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