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UPDATE: Morgan Stanley Reiterates on Crown Castle International as Tower Tour Reinforces Positive View
Thursday, March 27, 2014 - 10:21am | 133Read More...In a report published Thursday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating on Crown Castle International (NYSE: CCI), but removed the $89.00 price target. In the report, Morgan Stanley noted, “Crown Castle has lagged the market, and the sector, due to investor concerns...
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UPDATE: Morgan Stanley Resumes Coverage on Verizon Communications on Good Market Position
Thursday, February 27, 2014 - 11:01am | 88Read More...In a report published Thursday, Morgan Stanley analyst Simon Flannery resumed coverage on Verizon Communications (NYSE: VZ) with an Overweight rating and $52.00 price target. In the report, Morgan Stanley noted, “Valuation looks attractive, as the market seems to be pricing in the impact of the...
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Morgan Stanley Believes Headquarters Visit Highlights Return to Core Strengths for Rackspace Hosting
Thursday, February 27, 2014 - 10:43am | 79Read More...In a report published Thursday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on Rackspace Hosting (NYSE: RAX). In the report, Morgan Stanley noted, “We visited Rackspace's San Antonio headquarters and met with various members of the new management team. Following a year...
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Morgan Stanley Sees Limited Growth Prospects for T-Mobile US
Wednesday, February 26, 2014 - 9:41am | 87Read More...In a report published Wednesday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on T-Mobile US (NYSE: TMUS). In the report, Morgan Stanley noted, “Increased competition and a highly saturated wireless market should limit growth prospects in the US. The postpaid business...
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Morgan Stanley Sees Continued Broadband Momentum as Positive for Frontier Communications
Tuesday, February 25, 2014 - 10:22am | 130Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on Frontier Communications (NASDAQ: FTR). In the report, Morgan Stanley noted, “Frontier continued the momentum in broadband, with +28k broadband net adds in the fourth quarter (or, +112k for the...
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Morgan Stanley Sees QTS Realty Trust as Focused on 2014 Guidance and Booking Commentary
Tuesday, February 18, 2014 - 9:51am | 86Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating and $27.00 price target on QTS Realty Trust (NYSE: QTS). In the report, Morgan Stanley noted, “QTS' integrated product set appears well-positioned to capture the demand of enterprises outsourcing...
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Morgan Stanley Is Watching for 2014 Guidance And Booking Trends On CyrusOne
Friday, February 14, 2014 - 11:17am | 85Read More...In a report published Friday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating and $25.00 price target on CyrusOne (NASDAQ: CONE). In the report, Morgan Stanley noted, “CyrusOne continues to benefit from the early stages of enterprise IT outsourcing. Though competition remains...
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Morgan Stanley Feels Confident in CenturyLink Following Strong Results Across the Board
Thursday, February 13, 2014 - 10:31am | 84Read More...In a report published Thursday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating and $37.00 price target on CenturyLink (NYSE: CTL). In the report, Morgan Stanley noted, “Strong results across the board, with top-line beat driven by business and wholesale. FY14 guidance...
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Morgan Stanley Sees Challenging Path to Recovery for Sprint Corporation
Wednesday, February 12, 2014 - 9:44am | 164Read More...In a report published Wednesday, Morgan Stanley analyst Simon Flannery reiterated an Underweight rating and $5.00 price target on Sprint Corporation (NYSE: S). In the report, Morgan Stanley noted, “Wireless industry growth is slowing, with penetration at +100%. New subscribers to the industry are...
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UPDATE: Morgan Stanley Reiterates on CenturyLink on 4Q13 Preview
Tuesday, February 11, 2014 - 11:22am | 95Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating on CenturyLink (NYSE: CTL), but lowered the price target from $40.00 to $37.00. In the report, Morgan Stanley noted, “After the recent sell-off, investors will be watching 2014 guidance closely....
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Morgan Stanley Thinks Graham Weston's Return to Rackspace Hosting Has Overshadowed Solid Numbers
Tuesday, February 11, 2014 - 9:24am | 168Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on Rackspace Hosting (NYSE: RAX). In the report, Morgan Stanley noted, “Executive Chairman and founder Graham Weston is returning to the CEO role he left in 2006, as RAX starts a search to find a...
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Morgan Stanley is Waiting for Revenue Acceleration on TW Telecom
Monday, February 10, 2014 - 10:35am | 80Read More...In a report published Monday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on TW Telecom (NASDAQ: TWTC). In the report, Morgan Stanley noted, “TWTC closes out 2013 similar to how it opened it – in the middle of an investment cycle to reaccelerate revenue growth. While...
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Morgan Stanley Sees Ongoing Turnaround Story for Level 3 Communications
Monday, February 10, 2014 - 10:30am | 83Read More...In a report published Monday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on Level 3 Communications (NYSE: LVLT). In the report, Morgan Stanley noted, “FY 2014 guidance suggests that Level 3 is beginning to benefit from its high operating leverage. Accelerating CNS...
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Morgan Stanley Believes 4Q13 Results Should Indicate Where to Go on Sprint
Friday, February 7, 2014 - 11:08am | 81Read More...In a report published Friday, Morgan Stanley analyst Simon Flannery reiterated an Underweight rating and $5.00 price target on Sprint (NYSE: S). In the report, Morgan Stanley noted, “Fourth quarter results should provide a read through into how various strategic initiatives are tracking, while we...
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Morgan Stanley Looks for Revenue Guidance from Rackspace Hosting
Friday, February 7, 2014 - 10:38am | 84Read More...In a report published Friday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on Rackspace Hosting (NYSE: RAX). In the report, Morgan Stanley noted, “With over a year since the migration to OpenStack, the focus has returned to revenues, specifically the timing of a...

