Goldman
Goldman’s favorite asset management stocks for 1Q08
Tuesday, February 5th, 2008Going through Goldman’s reports last night it seems that State Street, Federated, Schwab, and BlackRock are Goldman’s leading choices in the asset management category. One thing in common - they have clean, solid fixed income + money market portfolios, and reputable brands. I would add to this Eaton Vance(EV) which is a bit overlauved. In […]
SNCR: most compelling Goldman growth story
Thursday, January 10th, 2008Yesterday Goldman announced that “Synchronoss (SNCR) is the most compelling growth stock in our coverage; the one that has the highest potential for upward estimate revisions as it continues to consolidate market share.” The firm has set a $41 target for the $900 mill company. The firm is concerned that small caps are underperforming […]
EMC (EMC):Goldman cuts the cord
Wednesday, January 9th, 2008EMC’s heavy exposure to the US market has given Goldman some headaches amidst the expectation for softness in the early part of 2008. Yesterday, the jury was out and the firm kicked its old recommendation to the curb- removing EMC (EMC) from its Goldman Sachs Technology Framework Favorite Growth list. EMC […]


