- Confused about a stock move?
- Looking for specific data points?
- Want to bounce an idea off someone?
Ask the gurus!
Please limit your question to one subject.
Please ensure you tag the $stock$ and/or {stock group}, as well as the relevant #reasons# or #drivers# as part of your question. This will help properly direct your question to the correct gurus on the subject matter.
Your name will not be visible to other users when you ask a question.
Tell us three stocks you care about
This will prioritize news and posts related to stocks that interest you.
Press "$" key and start typing the ticker or company name to select your stock.
Select a nickname which will be public. If left empty the username will be shown instead.
Must contain:
at least 8 characters
an uppercase letter
a lowercase letter
a number
a special character (! @ _ # $ % ^ & * ?)
passwords match
This will not be visible to the public
but visible to other members. Check box below if you prefer to keep this private. Check here to keep your first name private.
This will not be visible to the public
but visible to other members. Check box below if you prefer to keep this private. Check here to keep your last name private.
This will not be visible to the public or members.
Validate your email
Check your email to validate your login, and then you can begin to use the platform.
Latest ideas and analyses related to Raymond James
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
$TTWO - RayJay says Tiger Woods deal expands appeal of PGA Tour 2K to more casual golf fans, highlights importance of the game's franchise to Take-Two's portfolio
$WMT - RayJay says Walmart has a structural advantage in scaling its new ventures in healthcare, financials, advertising because of its existing customers
$EA, $ATVI - RayJay says pandemic-accelerated shifts in time spent on gaming likely to persist, recommends buying EA and ATVI (very comprehensive report)
Latest ideas and analyses related to Raymond James
+33 pts
$INTC, AMD - Raymond James says Ice Lake servers CPUs provide performance improvements, but performance gap vs. AMD 'remains massive'
By bbern3 on April 6, 2021, 5:45 p.m.
Tagged topics: competitive advantage , Raymond James , Genoa , playing catch up , Ice Lake , CPUs , Sapphire Rapids , performance improvements , performance gap
Views: 197, Votes: 5, Responses: 2, Attachments: 3
+35 pts
$INTC, $TSM - RayJay thinks increasing semi manufacturing in the US is a worth goal, but is skeptical of Intel's foundry initiative
By mooreideas on April 6, 2021, 12:02 p.m.
Tagged topics: Raymond James , semiconductors , semi shortage , Taiwan , geopolitical tensions , made in America , foundry industry , competitive disadvantage
Views: 158, Votes: 4, Responses: 0, Attachments: 3
+5 pts
Report
By Pisu on April 5, 2021, 6:28 p.m.
Tagged topics: gaming , pandemic trends , Raymond James
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+5 pts
BEST IDEA IN SEMIS
By johnoneoff on April 1, 2021, 11:53 a.m.
Tagged topics: management commentary , shift to subscription model , post-COVID , JP Morgan , Raymond James , Cisco Live , realignment of investments
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+7 pts
$CSCO - analysts optimistic on Cisco's realignment of investment for a post-COVID world after attending Cisco Live
By phenphen on April 1, 2021, 11:27 a.m.
Tagged topics: management commentary , shift to subscription model , post-COVID , JP Morgan , Raymond James , Cisco Live , realignment of investments
Views: 769, Votes: 2, Responses: 1, Attachments: 6
+5 pts
Helpful
By beat_the_street on March 30, 2021, 8:24 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+5 pts
AMAZING
By johnoneoff on March 30, 2021, 4:18 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly
Views: 2, Votes: 1, Responses: 0, Attachments: 0
+44 pts
$FSLY - RayJay's deep dive initiation report from June 2019 (as requested)
By ethonomics on March 30, 2021, 2:34 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly
Views: 74, Votes: 2, Responses: 2, Attachments: 56
+30 pts
$HD, $LOW - RayJay in-store checks indicate modest promotional activities, suggest ongoing tailwind for gross margins
By junkfoodlover on March 24, 2021, 10:52 a.m.
Tagged topics: analyst checks , margin improvement , home improvement , pandemic spending , pandemic trends , Raymond James , promotional activities , fewer discounts
Views: 179, Votes: 1, Responses: 0, Attachments: 3
+0 pts
$TTWO - RayJay says Tiger Woods deal expands appeal of PGA Tour 2K to more casual golf fans, highlights importance of the game's franchise to Take-Two's portfolio
By phenphen on March 16, 2021, 11:50 a.m.
Tagged topics: gaming , Raymond James , Tiger Woods , PGA Tour 2K , golf games
Views: 143, Votes: 1, Responses: 0, Attachments: 2
+60 pts
$AAPL - RayJay believes Q2 iPhone production cuts in Asia driven by product mix shift and intention to reduce inventory ahead of fall launch
By mooreideas on March 12, 2021, 10:25 a.m.
Tagged topics: analyst checks , product mix , iPhone 12 Pro , Raymond James , Asia , production cuts , iphone 12 Mini
Views: 150, Votes: 1, Responses: 0, Attachments: 4
+76 pts
$WMT - RayJay says Walmart has a structural advantage in scaling its new ventures in healthcare, financials, advertising because of its existing customers
By ethonomics on March 3, 2021, 11:16 a.m.
Tagged topics: management commentary , scale advantages , competitive advantage , Raymond James
Views: 213, Votes: 1, Responses: 0, Attachments: 1
+69 pts
In reaction to Lucid Motor's record SPAC deal, RayJay believes investors should give a haircut to every EV startup's sales assumptions
By cassie on Feb. 23, 2021, 11:18 a.m.
Tagged topics: electric vehicles , SPACs , Raymond James , startups , Lucid Motors , pre-revenue , luxury vehicles
Views: 143, Votes: 4, Responses: 0, Attachments: 2
+66 pts
Deep dive reference report by RayJay on renewable energy and clean tech from Oct 2020 (as requested)
By cassie on Feb. 16, 2021, 10:56 a.m.
Tagged topics: electric vehicles , Raymond James , hydrogen fuel cell , solar power , wind power , biopower , power storage , smart grid
Views: 66, Votes: 1, Responses: 0, Attachments: 99
+71 pts
RayJay's 10th annual report on global EV adoption trends, Europe becomes largest passenger EV market
By cassie on Feb. 16, 2021, 10:38 a.m.
Tagged topics: China , Europe , electric vehicles , Raymond James , declining oil demand
Views: 108, Votes: 4, Responses: 0, Attachments: 7
+45 pts
$EA, $ATVI - RayJay says pandemic-accelerated shifts in time spent on gaming likely to persist, recommends buying EA and ATVI (very comprehensive report)
By phenphen on Jan. 25, 2021, 5:20 p.m.
Tagged topics: gaming , pandemic trends , Raymond James
Views: 171, Votes: 4, Responses: 1, Attachments: 131
+35 pts
$FSR - Raymond James holds off on giving Fisker a Buy rating, saying valuation is 'intriguing' but the light-duty EV space is crowded
By cassie on Jan. 22, 2021, 11:36 a.m.
Tagged topics: valuations , growing competition , Raymond James , light duty EV
Views: 156, Votes: 1, Responses: 0, Attachments: 16
+38 pts
$CSCO - Raymond James doubts Cisco will be outbid by others on Acacia, says deal bad for Cisco competitors
By ethonomics on Jan. 14, 2021, 1 p.m.
Tagged topics: valuations , acquisition , competition , Acacia , Raymond James
Views: 168, Votes: 2, Responses: 0, Attachments: 1