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"When applied strategically across a portfolio, we find this overlay can provide a hedge or amplify upside exposure should the market make a correlated up or down move." " Straddles are a type of options strategy where a trader buys both put and call options on the same stock, with the same strike price and expiration date.
For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. Imagine a clothing retailer merging with a company specializing in recycled fabrics. Imagine a clothing retailer merging with a company specializing in recycled fabrics.
JPMorgan's Boss is one of the most followed analysts on Wall Street covering the retail sector. prior year and vs. prior customer cohorts), and are now beginning to influence older generations, which is also driving lapsed customer re-activation," Boss said.
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"We view eToro as a clear share gainer in retail trading/investing. " Jefferies sets buy rating, $80 per share price target "eToro is well-positioned to benefit from the growing adoption of retail investing globally. and Asia, where retail trading is popular. ETOR enjoys several key competitive advantages.
"For long-term investors, preferreds can provide high-quality, diverse, and durable portfolio income," Sileo wrote. Preferreds come in par values of $25 and $1,000, with the former sold to retail investors and the latter aimed at institutions.
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banks as valuations grow stretched, Baird says Published Fri, Jun 27 2025 8:48 AM EDT Updated Fri, Jun 27 2025 12:08 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE The recent rally in shares of JPMorgan and Bank of America may soon reverse, according to Baird.
But the silver lining there is that it doesn't take much to pick up portfolio income. "Jay Powell and the Fed are going slower and keeping yields higher longer – that's a good thing for bond investors," said Mary Ellen Stanek, president of Baird Funds and a portfolio manager on Baird's Core Plus Bond Fund (BCOIX).
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"Goldman's presence in the private credit space dating back to the mid-90s, history of strong risk management (superior client selection) should reduce the risk from any potential credit volatility in this space," the analyst said. Shares have added 9% in 2025, and have gained about 4% in June.
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"In our view, increased competition and recent changes in retailer buying teams are only natural in a young category and necessary for the category to expand out of the fringes and into the mainstream," she said. The health foods category remains strong, she wrote, especially as consumer choose new and different ways to diet.
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stock market's rally in recent years, propelled by optimism surrounding artificial intelligence (AI) and semiconductor demand. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.
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Through its Issuer Solutions segment, it provides financial institutions and retailers technologies to manage their card portfolios. It offers an array of business management software solutions that streamline business operations to customers in numerous vertical markets.
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The bank downgraded shares of the retailer to an underweight rating from neutral in a Monday note. Analyst Matthew Boss also established a December 2026 price target of $9, indicating shares could fall 23% from their Friday closing price.
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"You also have very steady retail demand and buybacks, we have been looking at $7 billion-$8 billion daily into equity markets. JPMorgan 2025 year-end outlook; how to play defense sector Joyce Chang of JPMorgan has a S & P 500 forecast of 6,000 implying a 4% pullback from current levels.
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"We continue to see very disciplined behavior from corporates that leaves us wanting to build our portfolios for carry." " "We like new issue CLO, where you get a such a long reinvestment period and an opportunity to create a portfolio of new vintage loans that's been underwritten to the current environment."
The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.
"We see the stock's premium valuation as justified by the visibility provided by sole-sourcing at silicon accounts and the mission-critical nature of its software portfolio." " Schneider also likes Cadence, which makes software and hardware for chip design.
The retail giant, a leader in the defensive sector, trades at a substantial premium, raising concerns about downside risk as global trade tensions mount. Fundamentals WMT trades at a considerable premium to the retail industry despite growth rates and margins that align with the sector, highlighting substantial valuation risks.
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Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist 13D investments. Tripadvisor is owned in the fund.
" However, most analysts are still bullish on the name, as 19 out of 28 total analysts covering it have a strong buy or buy rating, according to LSEG data. Its consensus target of roughly $346 also calls for more than 30% upside.
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