Latest ideas and analyses related to multi-year story

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XOM , CVE , CVX , IMO

+1 pts



Agree oil is multi-year story if the board market stabilize while economic backdrop is not going to recession....

By wallstreetfront on May 10, 2022, 3:56 a.m.
Tagged topics: valuations , multi-year story

Views: 8, Votes: 2, Responses: 0, Attachments: 0
XOM , CVE , CVX , IMO

+0 pts



Agree oil is multi-year story if the board market stabilize while economic backdrop is not going to recession....

By wallstreetfront on May 10, 2022, 3:21 a.m.
Tagged topics: valuations , multi-year story

Views: 7, Votes: 1, Responses: 0, Attachments: 0
XOM , IMO , CVE , CVX

+42 pts



Amid Macro Uncertainty, See Value in Integrateds; Prefer Canada and Exxon over Chevron

By ethonomics on May 2, 2022, 6:05 p.m.
Tagged topics: valuations , multi-year story

Views: 35, Votes: 3, Responses: 2, Attachments: 1
ON

+35 pts



$ON - Goldman sees 'material upside potential' and says company is only in the third quarter of a multi-year transformation

By bbern3 on Aug. 9, 2021, 3:47 p.m.
Tagged topics: Goldman Sachs , semiconductors , multi-year story , upside to estimates

Views: 144, Votes: 3, Responses: 0, Attachments: 2
TSM

+33 pts



$TSMC - JPM beat back the bears saying margin concerns overblown, sees beginning of a multi-year growth phase and no long-term margin concerns

By bbern3 on June 21, 2021, 10:37 a.m.
Tagged topics: near term vs long term , JP Morgan , bull vs bear , multi-year story , concerns overblown

Views: 187, Votes: 2, Responses: 0, Attachments: 4
BAC , C , GS , JPM , MS , PNC , USB , WFC , TFC , Banks

+37 pts



Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years

By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth

Views: 178, Votes: 4, Responses: 0, Attachments: 41
PEP

+30 pts



$PEP - Barclays upgrades to OW on strong outlook following recent underperformance

By junkfoodlover on March 22, 2021, 6:32 p.m.
Tagged topics: valuations , buying opportunity , analyst checks , analyst upgrade , Barclays , multi-year story , consumer staples

Views: 167, Votes: 1, Responses: 0, Attachments: 10