Last quote by Heather Bellini
One of the biggest themes on the back of the US Presidential election is the anticipated return of inflation, aided by increased fiscal stimulus. During periods of reflation, pricing power becomes increasingly important as companies that have the ability to raise price are far better positioned to deal with rising input costs vs. those who are more 'price takers' within their respective industries.
Feb 16 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Heather Bellini is associated, including Facebook and conviction. Most recently, Heather Bellini has been quoted saying: “The Trump administration has signaled a set of wide ranging changes across taxes, trade and regulations. While much is still unclear, in this report we take a preliminary look across our US TMT [technology, media and telecom] coverage to explore the potential impact of current tax and policy proposals.” in the article These 10 tech stocks will thrive from Trump cutting taxes, Goldman says.
Quotes by Heather Bellini
Feb 14 2017
The Trump administration has signaled a set of wide ranging changes across taxes, trade and regulations. While much is still unclear, in this report we take a preliminary look across our US TMT [technology, media and telecom] coverage to explore the potential impact of current tax and policy proposals.
Nov 17 2016
We believe the shares are poised to more consistently outperform in the year ahead on the back of sustained traction in its Cloud offerings (Azure and Office 365) overlaid by steady albeit not spectacular performance out of its legacy PC-linked software business. We have high conviction in our above consensus revenue and non-GAAP EPS forecasts for the next few years.
Jul 28 2016
When coupled with emerging bets on platforms such as Messenger and WhatsApp, we continue to see an unparalleled product roadmap. The strength in the core Facebook app is continuing and newer monetization opportunities such as Instagram and video are quickly following as MAUs and the number of advertisers are growing.
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