Thursday, October 25, 2012

Equinix Stock Rating Upgraded by Citigroup (EQIX)


>>Citigroup upgraded shares of Equinix (NASDAQ: EQIX) from a neutral rating to a buy rating in a report issued on Thursday.
“We are upgrading shares of EQIX to a Buy rating with an unchanged target price of $216 based on its favorable revenue growth prospects heading into 2013, rising returns on gross invested capital, forward valuation metrics that remain at a discount to most of the publicly-traded data centers & tower operators, & potential to improve its tax efficiency by pursuing conversion into a REIT structure.,” Citigroup’s analyst wrote.

Sunday, October 21, 2012

A Historical Look At Post-Earnings Performance For Data Center Related Stocks

Read the whole article at Seeking Alpha: 

>>Throughout the years, here at Nortia Research we've gathered several data about data center related stocks, including past performances post-earnings.
As Q3 2012 earnings season opens this week, it may be interesting to have a look at some of these data with a slightly different approach, to see if some investing strategies may be implemented in anticipation of repeated patterns.

Past Performance Is Not an Indication of Future Results

Having reminded that past performances are no guarantee for the future, the chart presenting how the companies under our radar screen behaved post-earnings in the last 6 quarters shows some interesting data: