此内容来自:xinyabo体育app
2015年全美研究团队:餐馆,3号:John Ivankoe
经过三年的三年,J.P. Morgan的John Ivankoe滑到第三名,他在2010年和2011年获得的职位。
总出现:11
分析师首次亮相:2005年
经过三年的三年,在2号,J.P. Morgan约翰·伊万滑动到第三名,他在2010年和2011年获得的职位。一款货币经理界定了分析人员分析的内容:“约翰选择在纽约的安全范围内覆盖餐馆行业 - 他可以看到真实世界的日期如何。他拥有该组织后更长的职权是,为他提供了一些最深的行业联系以及百科全书的知识。作为该小组的更好的股票拣货机也不会受到伤害。“Many U.S. restaurants are trading near full valuations, making obvious opportunities relatively scarce, reports Ivankoe, 43. An exception, however, is Tampa, Florida’s Bloomin’ Brands, a casual restaurant holding company whose portfolio includes Bonefish Grill, Carrabba’s Italian Grill, Fleming’s Prime Steakhouse & Wine Bar and Outback Steakhouse. In August 2014, after the stock declined 31.6 percent in one day on disappointing second-quarter earnings, Ivankoe reiterated the overweight rating he had held on the name since changing his position from neutral that January, on valuation and potential margin expansion. By the middle of last month, it had jumped 33.5 percent, to $19.95, and led the S&P 500 by 31.5 percentage points. Ivankoe continues to tout Bloomin’ Brands for its margin improvement and management’s cost-savings initiatives, among other factors.