yuelan I last updated investors in Johnson & Johnson, or J&J (NYSE:JNJ), in early April, urging them to capitalize on its capitulation to add more shares. That thesis has worked out well, as JNJ dip buyers held its March lows ($150 level), lifting buying sentiments. Following its remarkable surge into its early August highs ($176…
CopterAnansak/iStock via Getty Images This article delves into the substantial financial advancements and long-term technical trajectories of T. Rowe Price Group, Inc. (NASDAQ:TROW). The article explores the economic growth of TROW in the second quarter of 2023, marked by an increment in assets under management (AUM) despite experiencing net client outflows. The future perspective for…
koto_feja/iStock via Getty Images We recently sold our position in Blackstone Secured Lending (NYSE:BXSL) after holding it for nearly one year and earning a strong profit on our position. While the ~11% dividend yield is certainly attractive and appears sustainable for at least the near term, we sold our position for three reasons that undermine…
maybefalse/iStock Unreleased via Getty Images Article Thesis Alibaba Group Holding Limited (NYSE:BABA) is about to become a very different company due to the spin-offs it plans. Breaking up the company will unlock value that has, so far, not been realized. Alibaba has now taken the first step to break up the company, as its logistics…
Hero Images Inc Sometimes, the market can move in very interesting ways. This is true not only for the market more generally, but also for individual stocks. Earlier this year, there was a banking crisis that caused most financial institutions to take a beating. While a number of the banks that were affected but ultimately…
Srdjanns74/iStock via Getty Images Talkspace, Inc (NASDAQ:TALK) is a virtual healthcare provider specializing in psychiatric therapy and mental health services. Individual subscribers, couples, and employer-sponsored plan members can meet with a licensed therapist for personalized treatment via live video, audio, or chat sessions. While the stock has been extremely volatile since the company’s 2021 IPO…
Stefan Rotter By Eric Winograd China’s growth has slowed, but the context is important – an intentional transition to a more balanced economy that relies less on investment and exports. The economic slowdown is understandably causing concern among investors. However, while slower growth in China will impact the global economy and financial markets, we think…
pixdeluxe/E+ via Getty Images Mohamed El-Erian: “I worry that the economic and policy signals coming out of this Federal Reserve press conference may come across to many as both confused and confusing. Some will deem this an inevitable consequence of this phase of the inflation and policy cycle; others will view it as further evidence…
VV Shots/iStock Editorial via Getty Images BT Group (OTCPK:BTGOF) is nothing if not frustrating. Shares of the British telco have technically done just fine since my previous update in Q4 2022, returning around 13.5% in local currency and 11.5% for the ADRs, but performance to date still rankles a little given the stock was up…
TERADAT SANTIVIVUT US business activity growth remained close to stalled for a second month in a row in September, according to flash PMI data compiled by S&P Global, suggesting that the pace of economic growth has weakened in the third quarter. Companies reported that demand remains under pressure from the increased cost of living and…