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An Examination of Hospital Valuation Methods
Valuation is perhaps the most difficult and delicate art practiced by analysts and investors
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Collaborations and Comparisons Drive our 2016 REIT Ideas
When we launched REIT coverage at MSUSA in July 2014, we were asked how we plan to differentiate ourselves
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Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping
We’re in a bubble for private companies, and the bubble is in trouble. MSUSA’s Technology & REITs teams collaborated to come up with insights about today’s technology market
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As the Year Turns; Differentiated Research on Sequential Year Stock Performance
Following the year 2015 when more than 30 US REITs produced total return at the extremes we looked back over a 20-year history to investigate how REITs tend to perform in successive years
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Utes Are Doing Well; Now What?
For the first trading week of 2016, utilities are up 600 bps relative to the S&P 500
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Historical Healthcare Performance, Election Years and 2016 Top Picks
Most investors would agree that elections matter to the performance of healthcare services stocks
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2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue
Our top biotech pick for 2016 is TSRO. We like VARUBI's chances of success and think two data readouts in 1H16 for the PARP inhibitor niraparib could be even larger catalysts for the stock
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Our View on Fed Lift-Off and the US REITs
The Fed's decision to raise short-term interest rates this week came too early, according to MSUSA Chief Economist Steve Ricchiuto, and it could prompt increased risk that the US economy will eventually fall into deflation
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Category: research Research
Mizuho Mobile Market Survey 2.0
In June 2015, we conducted our first mobile survey of U.S. smartphone users, and came away with some interesting takeaways