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Research Daily

Wednesday, September 28, 2016

Today's Research Daily features new research reports on 16 major stocks, including Amazon (AMZN), MasterCard (MA) and Boeing (BA).

Shares of Buy rated Amazon have been strong performers lately (they are up more than 18% year-to-date), with analysts steadily raising estimates for this year and next. The analyst likes the manner in which Amazon is driving value across all its businesses despite the super-competitive nature of the retail business. With a number of major brick-and-mortar operators like Wal-Mart and others making concerted efforts in the online arena, Amazon has been able to capitalize on the secular growth in ecommerce with the help of not only choice and convenience but also prices. The company has a solid loyalty system in Prime and its FBA strategy, and content addition continues to add selection to Prime memberships. Devices and IoT is also a potential growth area. (You can read the full research report on Amazon here>>)

MasterCard shares have struggled lately (they are up about 4% year-to-date), likely reflecting greater competition from new digital payment platforms. But estimates for this buy-rated stock are steadily going up on the back of management's product-diversification and geographic-expansion initiatives. The recently announced buyout of VocaLink will further strengthen its electronic payment capabilities. Increased cross-border volumes, improved pricing, growth of processed transactions and vast global business continue to drive growth. The partnership with PayPal will give MasterCard higher prominence in online transactions, by funneling more transactions through its network. (You can read the full research report on MasterCard here>>)

Boeing shares have been laggards lately (down more than 9% year-to-date) on concerns about demand outlook from the commercial aviation space given ongoing global macroeconomic headwinds. The Zacks analyst discounts these worries and point to the company's long-term opportunity in China and other emerging markets. Management's recent estimate of the China opportunity at $1.03 trillion over the next 20 years reflects this potential. The recent order from Saudi Arabian Airlines and improved outlook for the U.S. defense budget are some of the other positives in the Boeing story. (You can read the full research report on Boeing here>>)

Other noteworthy reports we are featuring today include Deutsche Bank (DB), Abbvie (ABBV), and TiVo (TIVO). 

You can find all of today's stock research reports here>>

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Sheraz Mian

Director of Research

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