Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

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Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>On Friday post-close, S&amp;P DJI announced the changes to the S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600 Indices. The S&amp;P500 names will get added to/deleted from the S&amp;P500 Equal-Weight Index too.</li>
<li>There will be 4 changes for the S&amp;P500 and all 4 DELs from S&amp;P500 are demoted to the S&amp;P600 Index. SPDR Select and Equal-Weight Indices add up to big volumes.</li>
<li>There is a theoretical quantity to trade, and an expected quantity to trade and it is worth knowing the difference. EW, of course, is still "live" for a few days.</li>
</ul>


On Friday post-close, S&amp;P DJI announced the changes to the S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600 Indices. The S&amp;P500 names will get added to/deleted from the S&amp;P500 Equal-Weight Index too.
There will be 4 changes for the S&amp;P500 and all 4 DELs from S&amp;P500 are demoted to the S&amp;P600 Index. SPDR Select and Equal-Weight Indices add up to big volumes.
There is a theoretical quantity to trade, and an expected quantity to trade and it is worth knowing the difference. EW, of course, is still "live" for a few days.


S&P500/400/600/Equal-Weight Flows for March 2025 Rebalance

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>CVS Health's recent third-quarter 2024 earnings report presents a multifaceted view of the company's performance and strategic direction.</li><li>The company's revenue reached approximately $95.4 billion, marking a 6% increase from the previous year.</li><li>However, the adjusted earnings per share (EPS) of $1.09 indicate challenges, particularly within the Health Care Benefits (HCB) segment.</li></ul>

CVS Health's recent third-quarter 2024 earnings report presents a multifaceted view of the company's performance and strategic direction.The company's revenue reached approximately $95.4 billion, marking a 6% increase from the previous year.However, the adjusted earnings per share (EPS) of $1.09 indicate challenges, particularly within the Health Care Benefits (HCB) segment.

CVS Health Corporation: Expansion & Optimization of Health Services As A Critical Factor Driving Growth! - Major Drivers

<ul><li>In the second quarter of 2024, CVS Health reported mixed financial results, underscored by significant achievements and notable challenges.</li><li>The company delivered an adjusted earnings per share of $1.83 and saw revenues exceeding $91 billion, with an operating cash flow of $8 billion for the first half of the year.</li><li>This was supported by a strong performance in the Health Services and Pharmacy & Consumer Wellness segments.</li></ul>

In the second quarter of 2024, CVS Health reported mixed financial results, underscored by significant achievements and notable challenges.The company delivered an adjusted earnings per share of $1.83 and saw revenues exceeding $91 billion, with an operating cash flow of $8 billion for the first half of the year.This was supported by a strong performance in the Health Services and Pharmacy & Consumer Wellness segments.

CVS Health Corporation: Strategic Leverage in Pharmacy Benefit Management (PBM) and Insurance Operations!  - Major Drivers

<ul><li>In the Q1 2024 earnings, CVS Health is experiencing both positive and negative impacts on its business structure.</li><li>The company reported lower-than-expected earnings per share of $1.31 due to significant utilization pressures in the Medicare Advantage, largely impacting its Health Care Benefits segment.</li><li>Due to these results and revised expectations for the rest of 2024, CVS has lowered full-year guidance for adjusted EPS to at least $7.</li></ul>

In the Q1 2024 earnings, CVS Health is experiencing both positive and negative impacts on its business structure.The company reported lower-than-expected earnings per share of $1.31 due to significant utilization pressures in the Medicare Advantage, largely impacting its Health Care Benefits segment.Due to these results and revised expectations for the rest of 2024, CVS has lowered full-year guidance for adjusted EPS to at least $7.

CVS Health Corporation: Will The  Increasing Margin in Medicare Advantage Last? - Major Drivers

United States

CVS Health Corporation is an integrated pharmacy health care provider. The Company's offerings include pharmacy benefit management services; mail order, retail and specialty pharmacy; disease management programs; and retail clinics. The company operates drugstores throughout the U.S., the District of Columbia, and Puerto Rico.

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Cvs Health Corp (CVS US)

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

S&P500/400/600/Equal-Weight Flows for March 2025 Rebalance

The S&P500/400/600 rebalance was largely as expected. Williams Sonoma was our "first" pick to get in. It did. APP was the obvious entry which we...

Travis Lundy

CVS Health Corporation: Expansion & Optimization of Health Services As A Critical Factor Driving Growth! - Major Drivers

CVS Health's recent third-quarter 2024 earnings report presents a multifaceted view of the company's performance and strategic direction. The...

Baptista Research

CVS Health Corporation: Strategic Leverage in Pharmacy Benefit Management (PBM) and Insurance Operations! - Major Drivers

In the second quarter of 2024, CVS Health reported mixed financial results, underscored by significant achievements and notable challenges. The...

Baptista Research

CVS Health Corporation: Will The Increasing Margin in Medicare Advantage Last? - Major Drivers

In the Q1 2024 earnings, CVS Health is experiencing both positive and negative impacts on its business structure. The company reported...

Baptista Research

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