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>The Toronto-Dominion Bank delivered a mixed result in the recent quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.</li><li>Revenue increased yearly, mostly due to margin improvement in the company's retail sectors.</li><li>Earnings in the Canadian Personal and Commercial Banking division were $1.7 billion, with revenue increasing by 7% and operating leverage significantly improving.</li></ul>

The Toronto-Dominion Bank delivered a mixed result in the recent quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.Revenue increased yearly, mostly due to margin improvement in the company's retail sectors.Earnings in the Canadian Personal and Commercial Banking division were $1.7 billion, with revenue increasing by 7% and operating leverage significantly improving.

The Toronto-Dominion Bank: Redefining Banking with Strategic Investments! - Major Drivers

Equity Capital Markets

Toronto Dominion Bank / Equity Capital Markets

<ul><li>Toronto Dominion delivered a mixed result in the recent quarter with revenues above market expectations but it failed to surpass the analyst consensus in terms of earnings.</li><li>During the last quarter, TD's Canadian Personal and Commercial Banking segment showed steady progress, with increased net income and revenue.</li><li>Loan volumes and deposits saw modest growth, although there was a shift towards term deposits and higher-yielding investments.</li></ul>

Toronto Dominion delivered a mixed result in the recent quarter with revenues above market expectations but it failed to surpass the analyst consensus in terms of earnings.During the last quarter, TD's Canadian Personal and Commercial Banking segment showed steady progress, with increased net income and revenue.Loan volumes and deposits saw modest growth, although there was a shift towards term deposits and higher-yielding investments.

The Toronto-Dominion Bank: Failed Acquisition Of First Horizon A Positive For Shareholders? – Key Drivers

<ul><li>This is our first report on a major Canadian banker, Toronto Dominion Bank.</li><li>In Q1, the bank had a good quarter and delivered an all-around beat.</li><li>We initiate coverage on the stock of the Toronto Dominion Bank with a 'Buy' rating.</li></ul>

This is our first report on a major Canadian banker, Toronto Dominion Bank.In Q1, the bank had a good quarter and delivered an all-around beat.We initiate coverage on the stock of the Toronto Dominion Bank with a 'Buy' rating.

Toronto Dominion Bank: Initiation of Coverage – The Cowen Acquisition & Other Drivers

Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

British American Tobacco  / Equity Bottom-Up

<ul><li>British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of market share in the industry (2nd most)</li><li>Along with their biggest rival, Toronto-Dominion, Royal Bank of Canada is one of my favorite stocks. </li><li>Larger military budgets around the world means more revenue for defense contractors like Raytheon</li></ul>

British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of market share in the industry (2nd most)Along with their biggest rival, Toronto-Dominion, Royal Bank of Canada is one of my favorite stocks. Larger military budgets around the world means more revenue for defense contractors like Raytheon

Top Picks for Dividend Growth Stock - Mar 2022

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Indexes and Sectors remain extremely mixed which we believe is likely to remain the case moving forward.</li>
<li>Attractive Sectors include Energy and Financials, (and to a lesser extent Staples and Utilities) and these areas remain our primary focus.</li>
<li>Financials (XLF) and Energy (XLE) are hitting new RS highs amid rising rates and new highs in WTI crude oil -- Remain overweight/add exposure on pullbacks.</li>
</ul>


Indexes and Sectors remain extremely mixed which we believe is likely to remain the case moving forward.
Attractive Sectors include Energy and Financials, (and to a lesser extent Staples and Utilities) and these areas remain our primary focus.
Financials (XLF) and Energy (XLE) are hitting new RS highs amid rising rates and new highs in WTI crude oil -- Remain overweight/add exposure on pullbacks.


Canada

The Toronto-Dominion Bank conducts a general banking business through banking branches and offices located throughout Canada and overseas. The Bank and other subsidiaries offer a broad range of banking, advisory services, and discount brokerage to individuals, businesses, financial institutions, governments, and multinational corporations.

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Toronto Dominion Bank (TD CN)

The Toronto-Dominion Bank: Redefining Banking with Strategic Investments! - Major Drivers

The Toronto-Dominion Bank delivered a mixed result in the recent quarter, with revenues above market expectations but failed to surpass the...

Baptista Research

The Toronto-Dominion Bank: Failed Acquisition Of First Horizon A Positive For Shareholders? – Key Drivers

Toronto Dominion delivered a mixed result in the recent quarter with revenues above market expectations but it failed to surpass the analyst...

Baptista Research

Toronto Dominion Bank: Initiation of Coverage – The Cowen Acquisition & Other Drivers

This is our first report on a major Canadian banker, Toronto Dominion Bank. In Q1, the bank had a good quarter and delivered an all-around...

Baptista Research

Top Picks for Dividend Growth Stock - Mar 2022

British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of...

Cappuccino Finance

Stick With Energy and Financials

Indexes and Sectors remain extremely mixed which we believe is likely to remain the case moving forward. Attractive Sectors include Energy and...

Vermilion Research

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