Category: Finance
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Sabre: Debt Levels Are A Concern But At These Price Levels, It May Be Worth The Risk
Spencer Platt In my first and so far only coverage on Sabre Corporation (NASDAQ:SABR), where I interned 15 years ago, I rated the stock a Hold but acknowledged the company was struggling on many metrics. Since then, the stock has lost further ground, losing 13% compared to the market’s 6% gain. Ouch! A nearly 20%…
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Investors Shift Time Horizon To More Distant Future
Investors Shift Time Horizon To More Distant Future Source link
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National Bank Of Canada: Encouraging Growth, Outlook Uncertain
JHVEPhoto Investment Thesis: I continue to rate National Bank of Canada as a hold at this time. In a previous article back in September, I made the argument that National Bank of Canada (TSX:NA:CA) could see modest performance going forward, unless we see a significant rebound in growth for both net interest income and equity…
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A Milestone: The S&P 500’s 4,600 Level On The Bull Plateau
U.Ozel.Images/iStock via Getty Images Introduction On Dec 8, the S&P 500 (SP500) clinched the 4,600 level for the first time since March 2022, closing at 4,604.37, after having the benchmark at the intraday basis in a couple of days. A rounding number such as 4,000, 4,500, or 5,000 is not important but the financial news…
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MTBA ETF: A Different MBS Strategy
Mark Wilson Introduction Have a home mortgage, then you are part of an MBS somewhere, grouped with similar mortgages based on rate, length and other factors. This has made it easier for the average US homeowner to get a mortgage versus pre-MBS days. If indeed the FOMC is done or at least close to declaring…
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Siemens Healthineers (SMMNY): Strong Return, Still A 'Buy'
Sundry Photography Dear readers/followers, If you remember my work on Siemens Healthineers (OTCPK:SEMHF) (OTCPK:SMMNY), you’ll recall that my last article, like in every article since I first started covering the business, considered it to be a “BUY” from a valuation perspective, combining fundamentals with forecasts and potentials. While my last article was during the depths…
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Associated Banc-Corp: Compelling 8.8% Yielding Baby Bond (NYSE:ASB)
JHVEPhoto/iStock Editorial via Getty Images Associated Bank (NYSE:ASB) is a regional bank whose shares have suffered the plight of the regional banking crisis earlier this year. The bank went through with a new debt issuance in the form of a baby bond days before the crisis hit. A baby bond is a debt instrument or…
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AT&T: Finally Making Wise Moves (NYSE:T)
Toby Jorrin A key to any business is to make transactions that set the company up for success. For a long time, AT&T (NYSE:T) has been trapped into paying escalating prices for wireless spectrum that provided the company no real economic benefit. My investment thesis remains Bullish on the stock, as the telecom giant appears…