Upgrading Financials to Market Weight; Shift to Value Continues. Buys in Energy, Financials, Mfg.
Upgrading Financials $XLF to Market Weight; The Shift to Value Continues. Short term supports we are watching include 4460-4475 on the $SPX,...
372 Views
Downgrading Discretionary & Health Care to Market Weight, Staples & Utilities to Underweight
5/2/23 we discussed how $Nasdaq Comp was testing 12,300 resistance, and that a breakout and reach to 13,180 was possible. It hit 13,154 Tuesday as...
539 Views
Russell 2000 (IWM) Testing $180 Resistance; Rising Treasury Yields & DXY To Become a Problem?
So far there has been little traction above $SPX 4200. Weak breadth remains an obvious problem. We are watching the $IWM which is testing $180; a...
401 Views
SpinTalk: How Genworth Financial Holdings (GNW US)Creates More Value Without The Oceanwide Merger
GNW shareholders are likely to better off now that the Oceanwide deal has been called off deal as the focus turns to the pending separation of...
630 Views
MergerTalk: Genworth Financial Holdings (GNW US) Update-Assessing The Risk-Reward Proposition
There a couple of major considerations that are required in assessing the value proposition of Genworth Financial Inc Cl A (GNW US) and the...
610 Views