stock takes
Here’s how much Capital One would be worth post-Discover deal, according to one Wall Street firm
How much would Capital One’s stock be worth if it completes its blockbuster merger of Discover Financial Services ? The answer, according to one Wall Street firm, is a whole lot more. The news In a Tuesday note, BTIG analysts said they believe shares of Capital One would be worth $427 apiece if the Discover […]
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Wells Fargo’s strong rebound rally continues. How we’re playing the move higher
Wells Fargo shares rose again Monday amid fresh Wall Street research and a broader market gain. It is tempting to take profits on the Club stock, which has mounted a 10% rally since its lowest close of 2025 on March 10. However, Jim Cramer advised investors to hold on for a little longer. The analysts’ […]
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2 portfolio stocks that should benefit from a boost in spending by older Americans
Home Depot and GE Healthcare are companies Mizuho believes will get a boost from an aging American population. Source
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Wall Street analysts defend Capital One stock after Monday’s selloff. Here’s where we stand
Wall Street analysts endorsed Capital One , and the Club stock bounced Tuesday — one day after a sharp slide on concerns about possible regulatory hurdles to the company’s pending Discover acquisition. The news Citi, KBW, and Jefferies all said they still expect the $35 billion deal to be completed despite a Monday afternoon report […]
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How the world’s largest asset manager is using nearly $28 billion of acquisitions to reinvent itself
BlackRock has been on a buying spree that will change the makeup of the world’s biggest asset manager. BlackRock announced last year a slew of high-profile acquisitions — including a $12 billion deal to buy private credit manager HPS Investment Partners (HPS), which is expected to close in mid-2025; a $12.5 billion purchase of infrastructure […]
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9 questions we want answered when our 3 financial names report earnings Wednesday
Wall Street’s biggest financial institutions kick off fourth-quarter earnings on Wednesday, with portfolio names Wells Fargo , Goldman Sachs , and BlackRock set to report results before the opening bell. The rally in financial stocks last year, which really started in October 2023, went into high gear in the run-up to the Federal Reserve ushering […]
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Eli Lilly’s lead in the obesity race has grown. Its recent stock performance says otherwise
Eli Lilly investors have received some really good news in recent months with a notable exception of how the stock has performed. Shares of Eli Lilly entered Wednesday’s session off nearly 9% since the Oct. 30 close, the day that the drugmaker’s messy third-quarter earnings report sent the stock down 6%. Zoom out further to […]
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Bargain hunting: These 8 portfolio stocks look quite cheap, but only some are worth buying
The holiday shopping season has come and gone. When it comes to stock picking, at least, the desire to find a bargain is as strong as ever. A recent analysis of our portfolio revealed we own more than a couple cheap stocks, including one of our newer additions in Bristol Myers Squibb . Still, we’re […]
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Danaher had a disappointing 2024. Its path to success next year goes through Wall Street
Life sciences firm Danaher has certainly not been an easy stock to own this year. A wave of startups going public on Wall Street would go a long ways toward changing that. Year-to-date performance: down 0.1% Forward price-to-earnings multiple: 27.8 versus a five-year average of 28.8 Our rating: Buy-equivalent 1 Our price target: $305 a […]
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Eli Lilly looks to extend its winning streak over the broader market to 6 years
Eli Lilly has outperformed the S & P 500 for five straight years as Wall Street woke up to its massive opportunity in obesity drugs. Six in a row is not out of the question. Year-to-date performance: Up 33.7% Forward price-to-earnings ratio: 34.3 versus five-year average of 34.5 Our rating: Buy-equivalent 1 Our price target: […]
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