bearish•News Corp•03 Nov 2022 13:28
News Corp (NWS AU)'s Proposed Merger With Fox Corp. Again.
The merger remains very much in the exploratory stage. NWS is trading rich from a historical point of view Without the benefit of clarity on a...
bullish•Communication Services Select Sector SPDR Fund•25 Jan 2023 06:30
Upgrading Communications, Downgrading Staples - Both to Market Weight; US Dollar Major Top
We believe equities are still in the midst of a rally/short squeeze, but that the rally is likely to fizzle in the $SPX 4100-4165 area. Upgrading...
bullish•REA Group Ltd•19 Feb 2021 09:49
StubWorld: News Corp/REA Group, Jafco/Nomura Research, Iljin Holdings/Iljin Electric, Sakata/SIIX
Looking at consensus numbers, the majority of forward growth is coming from REA, not the stub ops. From a NAV viewpoint, News Corp is trading rich....
bullish•US Treasury (10 Yr Generic)•19 Feb 2021 09:45
U.S. Equity Strategy: Upgrading Communications To Overweight; Financials Breaking Above 2007 Highs
Ongoing market dynamics continue to support our overall bullish outlook. Continue to buy dips. In today’s report we highlight attractive Groups and...
bearish•Cross Asset Strategy•28 Jul 2020 17:22