The usual warnings from Coeure:
- It's hard to believe that central banks keeping very large balance sheets for a considerable of time will not have an impact on financial intermediation
Most Popular
LESL surged 11.2% on director buys; M beat estimates, up 5.1%. ULCC fell 5.7% on fleet deferrals.
ICF boasts lower fees & U.S. focus; GQRE offers higher yield & global reach, but at a higher cost.
IG Group eyes Wall Street for growth, despite 2025 record revenue & narrowed margins. Valuation shift?
FUTU's 21% annual return shines, but a $276M sale trims its portfolio weight amid strong profits.
ICF's higher returns come with higher costs; VNQ offers broader exposure & lower fees.
ECPG's 51% surge to $68.34 is tempting, but its weak ROE & high debt raise red flags.
MSC Industrial's sales grew 3.9% but EPS fell 3.3% annually. ROIC dropped 4.5 pts. P/E is 20.6x.
Must Read