Nelson noted Tesla's dominance in electric vehicles will most likely translate to the commercial trucking segment that Nikola hopes to enter. Each project is different, and we get to collaborate with internal industry experts to gain and share insights. Also, the people at CFRA are great to work with. I am still amazed how everyone came together to help. Prior to joining CFRA, Eram was Senior Director of Commercial Solutions at Fitch Solutions for buy and sell-side markets. He was also a Financial Advisor with Morgan Stanley. Methodology uses advanced machine-learning methods, Approach blends CFRA’s proprietary forensic and fundamental approaches, including earnings quality scores and STARS, Includes pertinent trailing and forward-looking indicators based on assessment of underlying holdings, Holdings are scrutinized based on proprietary valuation and risk traits, Reward, Risk and Cost sub-category scores to assess a fund’s position relative to peers, ETFs and mutual funds are rated separately since there are different investment objectives and different costs that matter, Ratings are based on the holding’s asset class, with equity and fixed income funds categorized separately, 5 years history for constituent holdings and reference data, History since fund inception for NAV, Flows, Returns and Volumes. She analyzed stocks and corporate bonds traded on the Istanbul Stock Exchange. Many companies talk about breaking down their silos, but here people do whatever it takes to get the job done – even if it’s not written in their job description. Second, I’ve really enjoyed leading the financial audit process across all of our entities with our external auditors. He is responsible for leading a global team of dedicated account managers to deliver best-in-class service for CFRA clients, developing the go-to-market strategy for client accounts, and driving user adoption of CFRA research. As Global Head of Desktop Product Development, he developed the strategy and launched the flagship Fitch Connect Web and Excel platform that accounted for over $100M of revenue targeting counterparty credit and credit markets. John graduated from Harvard University with a BA in East Asian Studies. Matthew holds his Bachelor of Business Administration degree from Colorado State University and his MBA from Concordia University in Montreal, Canada. Can you describe your typical day at CFRA? In addition, Beth works closely with colleagues in Research, Technology, Sales & Marketing and Finance to brainstorm new content initiatives and bring them to fruition. Finally, she also assists in authoring monthly European and Asian Investment Policy Committee (IPC) notes, also available on MSA. “Our collectiveness as a team is empowering and allows us to achieve our goal of helping investors navigate this volatile market.”. Prior to Fitch, Eram held product development roles at S&P Global and other information services firms. It is really fun to uncover situations where management of public companies are trying to mislead investors. My favorite part of my job is heading analyst training. While having spent many years previously on the sell side, I have learned that the true independence of the CFRA research is what really sets us apart. Everyone shares the same values and is dedicated to the mission. Eram is the CTO and Chief Product officer at CFRA where he defines product strategy and leads technology innovation leveraging his 15 years of experience delivering commercially profitable client-centered solutions. A true sense of vision and goals permeates through the entire organization. The detective work behind understanding and identifying new investment opportunities. He also spent the first dozen years of his career in various roles within the tech industry. Before joining CFRA in 2018, Colin spent three years as an investment analyst in real estate private equity with Pennybacker Capital in Austin, Texas. This BlackRock fund includes bank loans and investment-grade corporate bonds to manage the risk. Matthew’s areas of focus include: metals & mining, construction materials, containers & packaging, and building products. A rarity in our business. “At CFRA we all work toward the same vision and goals.”. He also holds a Master of Science in Finance from The University of Texas at Austin, where he graduated at the top of his class. Michael Dowd is head of global account management at CFRA. Couple that with strong leadership, inspiring colleagues, and fascinating clients; what’s not to like! Aniket is the author of 'ETF Investment Strategies' (McGraw-Hill; 2013). In addition, Peter was Vice President with LabMorgan, a JPMorgan venture capital division investing in financial information and technology companies. CFRA’s ETF ratings methodology reflects the unique nature of ETFs, apart from Mutual Funds, and the rapid changes within the ETF space through an advanced machine-learning based solution that considers critical factors across Reward, Risk and Cost sub-categories to assess a fund’s position relative to peers. Along with the Chief Investment Officer, she determines CFRA’s asset class allocation and equity sector level recommendations. We host several training sessions each quarter on exciting topics like effective research writing, statistical analysis, valuation, and complex forensic accounting. You can rest assured that research from CFRA has been developed and reviewed by top-tier professionals. The best part of my job at CFRA is the freedom I have to express myself. Previously he was Executive Managing Director at S&P Global. CFRA Vitals provides independent ratings that will highlight the value of your offerings based not just on past performance, but also on other factors that will impact future value. The rest of the day is spent working with different internal teams on special projects that we have for that quarter, and planning out what we have to do in the quarters ahead. He is active with most media networks and leading print media, and is sought for his investment views on the large banks and housing market trends. The price target implies a nearly 30% drop from Monday's closing price. Even after being in research for close to 15 years, I'm happy to find that there will always be new things to learn on a daily basis, new ways of doing things, new challenges to tackle, whether strictly in research or in the day-to-day management of CFRA Malaysia. Aniket founded First Bridge Data, a leading source for global ETF data and analytics that was acquired by CFRA in August 2019. Chris Schenkkan is the head of Finance at CFRA, were he leads the company’s global financial affairs including statutory financial audits, budgeting/forecasting, tax compliance, monthly accounting closes, and accounts payable. The markets re-value stocks every day, creating new opportunities. For more information please refer to our, “The best part of my job is the research that I put out. Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. At CFRA, we do just that. More than 15,000 U.S. and global mutual funds covered. Ken is a thought leader that provides ongoing in-depth research and communications to key customer segments. Tuna also gained extensive global consulting experience in his previous roles at Arthur Andersen and KPMG. Nelson said Nikola has "ambitious" profit forecasts and faces stiff competition from Tesla and others. ET on SmarterAnalyst Hallmark Financial (HALL) Q4 Earnings Miss, Stock Down 9.3% Instead, we’ve always made it our mission to supply them with the best quality, forward-focused research. Ishtmeet is the Vice President of Engineering at CFRA where he defines technology strategy and leads the application and infrastructure teams to build cutting edge tools for CFRA’s analysts. He also holds a Master of Science in Finance from The University of Texas at Austin, where he graduated at the top of his class. Beth Piskora heads editorial operations for CFRA. He currently authors a biannual industry survey called “Media”. John is Vice President of Equity Research. “I feel that curiosity is encouraged at CFRA, and I am motivated by the expertise of my peers.”. Nelson gave EPS loss estimates of -$0.70 for 2020, -$1.45 for 2021, -$1.40 for 2022, -$1.15 for 2023, and -$0.90 for 2024. Garrett also follows the Beverage and Tobacco industries, including companies such as Coca-Cola, PepsiCo, Molson Coors, Constellation Brands, Altria, and Philip Morris. I work more closely with the senior management team on a more consistent basis. He was a three-time Institutional Investor All-Star for his coverage of Wireless Telecommunications Services. Stewart Glickman is head of the Energy sector team and senior equity analyst at CFRA. "The strong risk profile and modest costs contribute favorably to CFRA's five-star rating," Rosenbluth says. She is a frequent guest on FoxBusiness, CNBC, Bloomberg and Yahoo! Creating and reinventing Industry Surveys and the Outlook newsletter provides immediate feedback and personal/professional satisfaction. Giles Flower is head of global institutional sales, where he is responsible for the having the right team in place to reach our new business targets. Still today, there is not a one single person I could not reach out to if I need help. Tomas is also a graduate of the Ohio State University, having received a Bachelor’s of Science in Business Administration with a Specialization in Accounting and a minor in Economics. It is satisfying to see how across every department and team, our colleagues take pride in their work and in serving our clients' needs. MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. Aniket Ullal is VP, ETF Data and Analytics for CFRA, one of the world’s largest providers of independent investment research. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts within the Equity Research and Fund group. Senior Director of ETF and Mutual Fund Research. Data and analysis of more than 1,860 equity and fixed income ETFs based on proprietary forward-looking analysis. CFRA truly lives by its principles of clients first, integrity, courage, and excellence. The ability to provide unique, independent and actionable research across our forensic accounting, legal edge and equity research analyst teams is what truly differentiates our firm from all others. She is responsible for providing differentiated and actionable research and recommendations on equities in the Energy and Utility sectors. He covers companies in the Internet Retail universe such as Amazon and Netflix, as well as media companies such as CBS, Comcast and Disney. When I joined CFRA some 18 months ago, it was in a midst of a large RFP in EMEA. Prior to joining CFRA, Sam was Managing Director and Chief Investment Strategist at S&P Global for more than 27 years and served as Editor-in-Chief at Argus Research, an independent investment research firm in New York City. Differentiation, Quality and Independence – The CFRA product differentiation and quality makes the firm so special and superior versus the competition. First, I really am thankful to be able to apply my education directly into my work. Utilizes proprietary First Bridge Data, the most comprehensive database of ETF constituent holdings data, reference and classification data, investment analytics, and daily pricing, flows and statistics. He also holds a B.Sc. She is a CPA. As an equity analyst she focused on stocks of Hospital Operators, Pharmaceuticals, Industrials, and Hospitality companies and initiated coverage on several new listings, some of which ranked among the top equity investments of the year. Significant time is then spent on providing that research insight obtained to our consumers in a well-thought-out manner via our instant reaction research notes as well as in-depth company stock reports. “Our truly independent research sets up apart from all of our competitors”. Nikola saw its share price rise over 600% amid a wave of EV bullishness in 2020, hitting highs of nearly $80 per share on June 9, 2020. The analyst cited "the high fixed cost nature of vehicle manufacturing, particularly for smaller, niche OEMs" as his reasoning. Previously he was a Senior Associate at KPMG, LLP focused on the insurance industry, on a variety of projects in audit and advisory services for multiple Fortune 500 clients. A typical day involves doing analysis on my underlying coverage universe (an equity analyst covers on average 40-50 companies) by staying abreast on key trends, attending / listening to company events / conferences and maintaining models. Will joined CFRA in April 2018 after leading quantitative strategy for a Registered Investment Advisor and a Long-Short Equity Hedge Fund. Prior to joining CFRA in May of 2019, Veronica worked as a Student Economist in the Division of Insurance and Research at the FDIC where she conducted banking research. Each day is different, but every day includes a combination of interactive discussions, idea-sharing, and learning. in Accounting from University of Nigeria as well as LL.B. Chief Financial Officer & Chief Operating Officer. Each day brings unique challenges, with new data and news to consider in our theses. This unique approach enables investors and advisors to identify ETFs with consistent records of success in both up and down markets, which is beneficial as the return of volatility seems likely to be on the horizon. He has over 20 years of experience in sales management, team building and partner development including roles as the Executive Vice President of Sales and Marketing at WealthEngine and CEO of GMI Ratings, an independent provider of global corporate governance, forensic accounting and ESG ratings and research. As a subject matter expert, his research industries include Diversified Banks and the Housing Market, with coverage of Homebuilding, Home Improvement Retail, Home Furnishings and Real Estate Investment Trusts (REITs). Economics and History from the University of Virginia. Prior to this role, Peter was Executive Director at Morgan Stanley and Vice President at JPMorgan where he helped develop leading Financial Technology investment banking practices. He is also a licensed CPA in the state of Ohio. I’ll start off by checking in with our stellar engineering teams, to make sure they’re happy with what they’re working on and I’ve given them enough direction - often not the case! CFRA analyst Garrett Nelson initiated coverage on EV maker Nikola with a "sell" rating and a $15 price target. Matthew joined CFRA in 2016 and S&P Global in 2014, after working on the buy-side as an Equity Analyst at London Capital Management in London, Canada, where he covered North American stocks in the Energy and Consumer Staples sectors. Paige’s areas of focus include: exploration and production, energy equipment and services, drilling, midstream, and gas utilities. Dan graduated from the University of Maryland and holds an MBA from Baruch College. What makes CFRA special is our ability to pursue research without any banking or trading conflicts. Advisors often develop investment strategies to help their clients reach goals that are years away or even decades away. Tuna previously held a similar position at S&P Global Market Intelligence where he led a core team that created and implemented a proprietary S&P Core Earnings® framework, also serving on the firm’s Analytical Policy Board. Peter acquired CFRA in March 2013. Home to iconic financial market indicators, such as the S&P 500 and the Dow Jones Industrial Average, S&P Dow Jones Indices has over 120 years of experience constructing innovative and transparent solutions that fulfill the needs of institutional and retail investors. Other times, I’m talking to clients on the phone or in person, or attending court or administrative proceedings, sometimes as the only member of the public present. Chris Kuiper holds the Chartered Financial Analyst designation. As CEO, Dan led the company to a successful exit for shareholders through a sale to strategic acquirer, MSCI, Inc. Our marketing strategies and programs can range from events, campaigns, and communications to digital marketing and more - which provides for a lot of diversity in who I get to work with and how I spend my time. His responsibilities include fundamentalresearch and recommending equity investments within the Health Care sector, with emphasis on the pharmaceutical supply chain, health plan providers, and the life sciences industry. Mike Down is Head of Global Account Management at CFRA. She also authors two top-down industry primers: Energy Equipment & Services, and Gas Utilities. Travelers Companies (TRV) Gets a Sell Rating from Raymond James Mar. She had the opportunity to work across multiple business lines, including the upstream (onshore natural gas production), downstream (refinery), and global trading businesses. No egos, no politics. Working with a great analytical team where insights can be cross-pollinated is also something I thoroughly enjoy and find as a major competitive advantage. All Rights Reserved. David graduated from the University of Virginia with a BA in Economics and holds a JD from the University of Virginia School of Law. Tuna earned an MBA in Finance from the Strathclyde University Business School in Scotland, U.K. I feel that curiosity is encouraged, and I am motivated by the expertise of my peers. Editing and collaborating with my editorial teammates for our Outlook issue takes up parts of my day; however, moving our 8-9 monthly surveys forward to an on-time delivery takes up a great deal of the day. A number of research analysts have weighed in on the stock. Copyright 2021, CFRA Research. Paige Meyer is an equity research analyst at CFRA. Prior to joining S&P Global, Stewart worked in strategic consulting with Monitor Company and in economic consulting with Law and Economics Consulting Group and National Economic Research Associates, Inc. Stewart holds a Bachelor of Arts degree in Economics from the University of Western Ontario, a Master of Arts degree in Economics from the University of Victoria, and an MBA in Finance and Accounting from the Stern School of Business at New York University. Clients…Helping clients uncover risks in their investment decisions and thereby save money. CFRA: Maintained Buy $67 gut 05/18/20 ... Moody's Rating. CFRA analyst Garrett Nelson initiated coverage on EV maker Nikola with a "sell" rating and a $15 price target. ", In an email to Insider, Nelson said Tesla will be able to "scale production more quickly given its size and cost of capital advantage over competitors" and "commercial customers will be much more comfortable buying these big-ticket vehicles from a proven EV manufacturer.". CFRA is reshaping how the world’s top professionals conduct investment research. Does it make sense to use research based exclusively on past performance to analyze mutual funds and ETFs and make informed investment decisions? He was a Senior Equity Research Analyst at BB&T Capital Markets, where he covered the Metals & Mining industry. Having worked with a large multinational corporation for close to a decade, I can testify that CFRA feels a lot more close-knit, where what each and every individual does is important and plays a part in the overall direction of the business. Prior to that, he worked as a proprietary equity trader for three years. His role involves keeping up-to-date with health care policy and regulation, industry trends, and technological advancements. He is responsible for leading a global team of dedicated account managers to deliver best-in-class service for CFRA clients, developing the go-to-market strategy for client accounts, and driving user adoption of CFRA research. People…I enjoy the work that I do, but more importantly I enjoy working and collaborating with our team. I am honored to be part of this working environment that supports employees and rewards excellence, integrity, and mutual respect. Sel holds a BA in Economics and Politics from Brandeis University. Prior to joining CFRA in 2017, Chris worked as an analyst for a large-cap value fund. The insight into corporate strategy, goals, and performance has been welcome from a knowledge, understanding, and alignment perspective. Nikola is scheduled to release earnings on February 25th after the closing bell. As an early bird to our New York office, I am multitasking in a variety of areas that covers my own research coverage, collaborating with other equity analysts or market strategists, responding to customer research requests, participating in sponsored webcasts, mentoring other analysts, partnering with sales and marketing, and handling media activity. Following the acquisition, he built a Global Renewal Operations Team at S&P Global to facilitate a shift to avalue-based commercial pricing model, and led successful Relationship Management Teams in the non-financial Corporate client segment. Every day is different- which is a good thing! Theresa graduated from the University of Virginia with a BA in Mathematics and holds an MBA from the Raymond A. Mason School of Business, William & Mary. He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad. His work is also found in CFRA’s flagship weekly newsletter The Outlook. He also previously worked as a research fellow for the Mercatus Center, a research center at George Mason University, where he wrote and published on public policy issues. I enjoy enhancing the quality of work done by our analysts through my editorial expertise as well as creating new content that adds value to our clients. The price target implies a nearly 30% drop from Monday's closing price. Before joining CFRA in 2018, Colin spent three years in real estate private equity investing with Pennybacker Capital in Austin, Texas. He previously served as Global Head of Research at the company from 2015-2019 as well as Head of the Financial Institutions Research team. We had extremely tight deadline and very complex proposal to make. Analyst Garret Nelson said in his note that Nikola could fall nearly 30% from Monday's closing price due to "ambitious" profit forecasts, "significant execution risk", and Tesla's first-mover advantage. Every department pitched in and went for that famous extra mile to meet the deadline. Dan is the Chief Revenue Officer of CFRA where he oversees the company's global sales and marketing efforts. CFRA has the best corporate culture I’ve experienced in my long career, and it cascades down from the CEO to all employees. Sam’s volunteer efforts center on financial literacy. In a word? The freedom to provide independent research and provide my findings and conclusions without being influenced by other voices. David Ibbeken is CFRA’s General Counsel overseeing the company’s legal, regulatory and compliance matters. “What makes CFRA unique is the delicate balance of skepticism, curiosity and conviction that we experience throughout the company.”. The culture, values, and people at CFRA represent a company that I am proud to work for. “Everyone is empowered to be a stakeholder in CFRA's success.”. Prior to returning to CFRA in 2013, Zach was with Paulson & Co. and Paulson Europe where he covered financial institutions globally. One minute you’re working with our highly motivated and dedicated sales team to help bring a new customer on board, the next you’re researching the absolute latest technologies, to see how we can leverage them to solve our clients’ problems. In addition, Giles is responsible for managing his own sales territory in EMEA. Whether we’re helping institutional investors navigate ever more complex markets, professional investors preparing for retirement, or retail investors to set their kids up for college, CFRA is there. Then I check my coverage portfolio for market moving names and new investment ideas. I frequently spend my time reading court filings, transcripts, and other documents, then writing analysis for clients. Many independent research providers claim to be conflict free, but they really aren’t. The price target implies a nearly 30% drop from Monday's closing price. CFRA starts classifying ETFs within the first few months of their history, much earlier than other research providers. Jill Lehman is the Interim Head of the Forensic Research team and Head of, Previously, Jill was an equity analyst at Merrill Lynch where she was named, a "Best on the Street Analyst" in the annual Wall Street Journal survey. Most days involve rigorous scrutiny of the quality of our research before publication. Prior to that, Garrett was at an Equity Research Analyst at Davenport & Company LLC where he followed the energy sector, including utilities, oil & gas and coal companies. CFRA analysts initiated coverage on electric vehicle maker Nikola with a "sell" rating and a $15 price target late on Monday. He is responsible for analytical coverage of the Energy sector across the value chain. Independent research has always been at the heart of CFRA’s business model. Each day brings varied and exciting challenges, including developments in companies that I research, client queries on particular stocks or sectors, collaborating with analysts in our various offices, or partnering with our sales team and generating insight that our clients can act on. Marketing & Communications | Rockville, MD, “CFRA has a challenging yet rewarding culture, and the company is continually innovating its solutions and services to provide clients with the tools and content to make informed investment decisions.”. The energy of the markets – always keeps you on your toes. She oversees CFRA’s portfolio management committee which manages five portfolios of stocks. Prior to joining CFRA in 2016, Kevin worked at PricewaterhouseCoopers as a senior associate in Risk Assurance. CFRA has a "buy" rating and $231 price target for BA stock. We come together and do what’s best for our clients.”. Garrett Nelson is a Senior Equity Research Analyst primarily responsible for coverage of the U.S. That’s a tough question. As we continue to grow, I believe it is very important to maintain this aspect of who we are. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). Made In NYC | Wedbush's Dan Ives upgraded shares of Nikola to "neutral" and raised his price target to $25 per share from $15 on February 1st citing the Biden administration's green initiatives and a lack of "negative catalysts.". She worked in several different capacities at TheStreet.com before that, from helping to manage Jim Cramer’s small and mid-cap Charitable Trusts, to leading trader blog conversations and writing research. Zach graduated from Brown University with BAs in Political Science and Italian Studies and holds an MBA from the McDonough School of Business at Georgetown University. "While some clear hurdles remain for Nikola to achieve its hydrogen and semi-truck vision over the next year, we believe most of the negative catalysts we were fearing have now played out in the market with a more balanced risk/reward on the name looking ahead," Ives said in a note to investors. Matthew is Vice President of Equity Research at CFRA. Finance, etc. He transitioned into the investment field following four years as a mechanical engineer within the building automation and aerospace industries. Everyone is empowered to be a stakeholder in CFRA's success. Finally, he follows a handful of large-cap retailers such as Walmart, Target, and Costco. Before his entrepreneurial stint, he served as Senior Analyst and Portfolio Manager at Sands Capital Management, responsible for the firm’s investments within the tech sector. CFRA’s ETF ratings methodology reflects the unique nature of ETFs, apart from Mutual Funds, and the rapid changes within the ETF space through an advanced machine-learning based solution that considers critical factors across Reward, Risk and Cost sub-categories to assess a fund’s position relative to peers. Nvidia Corp. ( NVDA ) Nvidia is the perfect example of a high-risk stock that has been a winning investment. The culture of excellence and the work flexibility offered at CFRA are far superior to my past experiences. Prior to joining CFRA, Mike served as the Director of Client Services and a member of the Senior Management Team at SNL Financial before the firm was acquired by McGraw-Hill in 2015. 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