Monday, December 23

Tag: Analysts' Comments/Recommendations

A New Era of Income Investing Is Turning Boomers Into Bond Buyers
10Dec By adminNo Comments
Money

A New Era of Income Investing Is Turning Boomers Into Bond Buyers

Listen to article(1 minute)When it comes to the baby boomers’ run of investing luck, timing has been on their side. Decades of stellar stock-market returns produced by a series of bull markets that began in 1982 coincided with boomers’ prime working years and made their nest eggs grow.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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A New Era of Income Investing Is Turning Boomers Into Bond Buyers
10Dec By adminNo Comments
World

A New Era of Income Investing Is Turning Boomers Into Bond Buyers

Listen to article(1 minute)When it comes to the baby boomers’ run of investing luck, timing has been on their side. Decades of stellar stock-market returns produced by a series of bull markets that began in 1982 coincided with boomers’ prime working years and made their nest eggs grow.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Basic Materials Roundup: Market Talk
6Dec By adminNo Comments
World

Basic Materials Roundup: Market Talk

Updated Dec. 6, 2023 5:15 pm ETThe latest Market Talks covering Basic Materials. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.1126 ET – Brenntag enacting major changes, like a break-up of its businesses, appears to be off the table until at least 2026, Jefferies analysts Chris Counihan and Charlie Bentley say in a research note. The German chemical company seemingly defers any potential business separation as it instead focuses on reorganizing its divisions. Starting from 1Q24, its pharma activities will be transferred to Brenntag’s specialties division whilst its water-treatment and finished-lubricants business will move to essentials. This results in essentials accounting for 70% of the group’s gross profit and specialties 30%, enabling Brenntag to be r...
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Momentum Investing Has Struggled for 20 Years. Here’s Why.
4Dec By adminNo Comments
Money

Momentum Investing Has Struggled for 20 Years. Here’s Why.

Journal Reports: Investing MonthlyCould You Benefit From Credit Counseling? Answer These Questions FirstBy Cheryl Winokur MunkDecember 2, 2023 at 1:30 PM ETHouseholds grappling with high-interest debt and the resumption of student-loan repayments could benefit from expert advice.
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Auto & Transport Roundup: Market Talk
1Dec By adminNo Comments
World

Auto & Transport Roundup: Market Talk

The latest Market Talks covering the Auto and Transport sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0157 GMT – Capital A looks set to post a core net profit in 4Q, driven by peak air fares amid the year-end festive season as well as easing fuel prices, Maybank IB analyst Yin Shao Yang says in a note. He tips an approximately MYR100 million core net profit for 4Q, after 3Q’s core net loss. Service suspension of rival low-cost carrier MYAirline in October has led to upward pressure on fares, he says. Capital A guided its flight bookings from China jumped 20% from the week before, after Malaysia and China both announced visa free travel, he notes. Maybank raises Capital A’s rating to buy from hold due to its recent share price retracement, while kee...
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Health Care Roundup: Market Talk
28Nov By adminNo Comments
World

Health Care Roundup: Market Talk

Updated Nov. 28, 2023 12:36 pm ETThe latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0835 ET – Oncoclínicas do Brasil Serviços Médicos has room to boost efficiency even in areas where it has been operating for years, say XP Investimentos analysts Rafael Barros and Raphael Elage in a research note after a meeting with key executives. The cancer clinic operator has a central pharmacy attached to one of its clinics in Rio de Janeiro, but it’s still not integrated with other operations in the city, so the company can still cut unitary costs even without negotiations with suppliers, XP says. Oncoclínicas’ superior relationship with doctors and insurance payors is an advantage, and XP sees the company’s stock as...
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Investors Are Hungry for Risk—And Holding Record Cash Sums
26Nov By adminNo Comments
Money

Investors Are Hungry for Risk—And Holding Record Cash Sums

Stocks and bonds have surged in November. With record investor balances in money-market funds, some analysts are optimistic that they have more room to run.Everything from technology stocks to junk-rated company debt has been rising after an encouraging inflation report reinforced bets that the Federal Reserve can achieve a soft landing by cooling the economy without pushing it into a deep recession.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Investors Are Hungry for Risk—And Holding Record Cash Sums
26Nov By adminNo Comments
World

Investors Are Hungry for Risk—And Holding Record Cash Sums

Stocks and bonds have surged in November. With record investor balances in money-market funds, some analysts are optimistic that they have more room to run.Everything from technology stocks to junk-rated company debt has been rising after an encouraging inflation report reinforced bets that the Federal Reserve can achieve a soft landing by cooling the economy without pushing it into a deep recession.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Tech, Media & Telecom Roundup: Market Talk
22Nov By adminNo Comments
World

Tech, Media & Telecom Roundup: Market Talk

Updated Nov. 22, 2023 12:29 pm ETThe latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.1123 ET — GoDaddy is a structurally differentiated, durably growing cash machine that should benefit from its hedged customer acquisition model, RBC analysts say in a research note. The online services platform could also gain outsized benefit as AI tools reduce customer acquisition friction, analysts say. “While ratings across our coverage assume a stable macro, there are very few companies in our universe that could actually hit 24’ estimates under incremental macro duress – we believe GoDaddy would be one.” RBC upgrades its recommendation on the stock to outperform from sector perform, lifts its 24’ estimates sli...
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