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LSN: David Stifel, International Affairs Professor

https://www.youtube.com/watch?v=me1G-UnMIxw

IBM Rising: This is the Turnaround, Bulls Cheer; Bears Question EPS

Shares of International Business Machines (IBM) are up $3.01, or 1.8%, at $169.83, recovering from last night's after-hours losses, after the company beat Q4 revenue and profit expectations, and forecast this year's profit higher as well. Although last


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The "Glass of Milk" Subsidy Program and Malnutrition in Peru

Growth, Distribution and Poverty in Africa

This publication analyses country studies into poverty dynamics over the past decade in eight African countries: Ethiopia, Ghana, Madagascar, Mauritania, Nigeria, Uganda, Zambia and Zimbabwe. Using improved household survey data, the book provides an overview of poverty trends and considers the impact of policy reforms to promote economic growth and poverty reduction. The report highlights the importance of the following factors in the success of poverty reduction strategies in Africa: country location, as some regions have failed to benefit from economic growth due to their remoteness; the role of infrastructure, such as a viable road network; access to education and land are key private endowments in helping households to benefit from emerging economic opportunities; and the...

IBM Rising: This is the Turnaround, Bulls Cheer; Bears Question EPS - Barron's (blog)

By Tiernan Ray Shares of International Business Machines ( IBM ) are up $3. 01, or 1. 8%, at $169. 83, recovering from last night’s after-hours losses , after the company beat Q4 revenue and profit expectations, and forecast this year’s profit... Although last night’s dip after the report was attributed to earnings quality questions — a high amount of “IP” revenue — the bulls today emphasize that the “ turnaround ” is in effect. One bearish voice, Amit Daryanani of RBC Capital , who last night called attention to the questionable quality, in his view, of the company’s profit beat, today was sounding more conciliatory. In a note to clients, Daryanani, who has a Sector Perform rating on the shares, and a $170 price target, this morning asked “could this be the turn. David Grossman, Stifel Nicolaus : Reiterates a Buy rating and a $192 price target. “There was considerable focus on last night’s call relative to the margin improvement implied in 2017 guidance. This is nothing new and the same factors driving margin improvement in 4Q should continue in 2017 including mix, 2016 rebalancing benefits ($1. 5bn gross) and lower 2017 rebalancing charges […] We continue to view 2017 as an impor tant transition... Brian White, Drexel Hamilton : Reiterates a BUy rating, and a $186 price target. “Stand Too Close to the Trees and the IBM Turnaround Will be Missed […] Although we are lowering our 2017 EPS estimate (we were well above the Street), we believe the worst is over for IBM with the sales cycle (and operating profit cycle) having... Cloud was the highlight of the quarter with as-a-service growth of 63% Y/Y (similar to 65% in Sept) and margins expanding for the first time. Constant currency revenue decline of 0. 7% improved from a 1. 1% decline in September despite less acquisition benefit and a higher mix of declining transactional revenue (Exhibit 3). However, Cognitive Solutions failed to accelerate (though... Net, lower tax rate saved the quarter, contributing $0. 31 to EPS compared to a $0. 12 beat versus consensus. Keith Bachman, BMO Capital : Reiterates a Market Perform rating, but raise his price target to $170 from $165. “We thought IBM had a very mixed Dec Q, with weak margins being offset by higher royalty income and a lower tax rate. Nevertheless, we are encouraged by the comments around PTI growth (off easy comparisons in Q1), and strategic revenues reaching 44% of the total in the Dec Q, which suggests reaching 50% of revenues sometime in 2018, depending on M&A cadence [. ]... “We believe the underlying quality of IBM earnings – both in terms of revenue mix and core margin – remains low […] The bright spot in IBM’s results remains Tech Services & Cloud, where our checks continue to suggest favorable trends. However, we believe the significant gross margin deterioration across the business suggests that IBM will need to continue reinvesting to stabilize revenue. Mark Moskowitz, Barclays : Reiterates an Underweight rating, and raises his price target to $144 from $135. “We believe the underlying quality of IBM earnings – both in terms of revenue mix and core margin – remains low. Software growth remains pressured by transactional weakness, and GBS continues to see headwinds from pricing and execution issues. The bright spot in IBM’s results remains Tech Services & Cloud, where our checks continue to suggest.

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  1. Shares of International Business Machines (IBM) are up $3.01, or 1.8%, at $169.83, recovering from last night's after-hours losses, after the company beat Q4 revenue and profit expectations, and forecast this year's profit higher as well. Although last
  2. A spokeswoman for Kander told The Star last week that Stifel is under investigation by the securities division, although she couldn't provide details because the investigation is ongoing. Since 2010, Stifel Financial has been investigated by the
  3. Stifel Financial Corp. logo Stifel Financial Corp. (NYSE:SF) General Counsel David M. Minnick sold 3,400 shares of Stifel Financial Corp. stock in a transaction dated Tuesday, December 20th. The shares were sold at an average price of $51.41, for a
  1. Missouri Secretary of State Jay Ashcroft has named David Minnick as commissioner of securities: https://t.co/dWB7IBKHeb
  2. Former Stifel exec named MO commissioner of securities: Missouri Secretary of State Jay Ashcroft has named David… https://t.co/HLwggjwIcq
  3. Former Stifel exec named MO commissioner of securities: Missouri Secretary of State Jay Ashcroft has named David… https://t.co/9WPMRpslGK

Cooking

David's Mesquite Smoked Texas Brisket (beef, garlic, seasoning)

Tia and David's Deep Fried Tortellini (bread crumbs, parsley, eggs, vegetable oil, salt)

David's Yellow Cake (baking powder, butter, flour, egg yolks, milk, salt, vanilla extract, sugar)

David's Secret Ingredient Chocolate Chip Cookies (baking soda, butter, crisp rice cereal, eggs, flour, brown sugar, salt, semisweet chocolate chips, vanilla extract, sugar)

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David Stifel, Lafayette College
Visit www.togetherfornutrition.org for conference presentations and blogs
1.1: UNU-WIDER Growth and Poverty Project GAAP (I)
David Stifel, Associate Professor, Lafayette College Presentation: Utility-consistent poverty in Madagascar, 2001-2010: Snapshots in the presence of multiple economy-wide shocks Video, Paper, Presentation
4.2: UNU-WIDER Growth and Poverty Project GAPP (II) Q&A
From left to right: Chair: David Stifel, Associate Professor, Lafayette College Tassew Woldehanna Kahsay, Professor, Addis Ababa University Denis Cogneau, Senior Research Fellow, Paris School of Economics Afeikhena T. Jerome, National Coordinator, Nigeria Governors' Forum Michael Grimm, Professor, Institute of Social Studies ISS Video

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IBM Rising: This is the Turnaround, Bulls Cheer; Bears Question EPS
David Grossman, Stifel Nicolaus: Reiterates a Buy rating and a $192 price target. “There was considerable focus on last night’s call relative to the margin improvement implied in 2017 guidance. This is nothing new and the same factors driving margin ...

Proposal would restrict who can serve as Missouri's securities commissioner
He appointed David Minnick to be the securities commissioner after taking office earlier this month. Minnick's former employer, Stifel Financial Corps, is currently being investigated by the securities division for undisclosed allegations. "I believe that ...

Carnival Corp. (CCL) CFO David Bernstein Sells 14,932 Shares
David Bernstein also recently made the following trade(s ... They issued a “neutral” rating on the stock. Stifel Nicolaus reaffirmed a “buy” rating and issued a $60.00 target price on shares of Carnival Corp. in a research report on Tuesday ...

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