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Home2023November

Month: November 2023

Stock News

Citigroup Stock: Asymmetric Risk-Reward Opportunity (NYSE:C)

November 26, 2023 admin 0

Michael M. Santiago Most analysts and investors absolutely do not believe Citigroup (NYSE:C) will meet its target of 11% to 12% return on tangible equity (“ROTE”) in the medium term (defined as 2025 and 2026). […]

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SCHD: Time To Be Really Greedy (NYSEARCA:SCHD)

November 25, 2023 admin 0

D-Keine I last updated The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) in July 2023, informing holders why the opportunity to add exposure is appropriate. However, I cautioned the opportunity could be premature, buying into the […]

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Dole: Fruitful Journey In Global Market, With Relative Valuation Implying Upside

November 25, 2023 admin 0

Thomas Barwick Investment thesis Our current investment thesis is: Dole is a well-positioned business in a resilient, growing industry. Although the company is unlikely to outperform, we see limited downside risk and the scope for […]

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BlackRock Multi-Asset Income Fund Q4 2025 Commentary

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BlackRock Multi-Asset Income Fund Q4 2025 Commentary

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Microsoft's $625 Billion AI Flywheel

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Microsoft's $625 Billion AI Flywheel

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