Latest ideas and analyses related to return of capital

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BAC , C , GS , MS , JEF , USB , Banks

+32 pts



$BAC, $C, $GS, $MS, $JEF - Oppenheimer says reversal of COVID-related loan loss provisions that never materialized will likely lead to greater dividends or buybacks, recommends buying the banks

By ethonomics on April 1, 2021, 2:54 p.m.
Tagged topics: valuations , dividend growth , buybacks , loan growth , return of capital , deep dive , SPACs , Oppenheimer , loan loss provisions , boomer stocks

Views: 163, Votes: 1, Responses: 0, Attachments: 59
BAC

+30 pts



$BAC - JP Morgan recommends buying for its strong retail franchise, sensitivity to long term rates, and ability to return capital

By ethonomics on March 25, 2021, 3:33 p.m.
Tagged topics: return of capital , non deal roadshow , interest rates , JP Morgan , BNPL , retail banking

Views: 191, Votes: 1, Responses: 0, Attachments: 6
US Macro

+30 pts



Goldman says, looking into 2021, companies that invest for growth and M&A will continue to outperform those that return capital to shareholders

By phenphen on Oct. 31, 2020, 1:41 a.m.
Tagged topics: capital allocation priorities , growth stock , return of capital , acquisitions

Views: 88, Votes: 1, Responses: 0, Attachments: 36
AAPL

+49 pts



Why I remain bullish on AAPL in 2020 after its massive 2019 outperformance

By phenphen on Jan. 6, 2020, 9:35 a.m.
Tagged topics: AI , machine learning , FAANG , network effects , wealthiest consumers , ecosystem company , recurring-revenue , return of capital

Views: 833, Votes: 2, Responses: 2, Attachments: 0