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FANG , SWN

+32 pts



Oil & Gas - E&P: FANG and SWN announce update to capital returns program

By ethonomics on June 22, 2022, 12:36 p.m.
Tagged topics: return of capital

Views: 13, Votes: 3, Responses: 0, Attachments: 1
T

+33 pts



$T Exploring The AT&T Bull Case: Could The Stock Return Another 20% From Here?

By mooreideas on June 8, 2022, 1:03 p.m.
Tagged topics: return of capital , Defensive Play , bull case

Views: 119, Votes: 3, Responses: 0, Attachments: 1
BAC , JPM , C , MS , WFC , BK , STT

+10 pts



JPMorgan’s total assets grew 7% YoY in 1Q22 to $4.0 trillion, and average deposits rose from $2.2 trillion to $2.5 trillion over the same time....

By marschenntdeb729bd97b0413b on May 29, 2022, 3:38 a.m.
Tagged topics: return of capital

Views: 2, Votes: 1, Responses: 0, Attachments: 0
BAC , C , JPM , MS , WFC , BK , STT

+41 pts



Americas Banks: Continued pressure on capital in 1Q22, but banks will optimize, and lower capital return already baked into expectations

By ethonomics on May 27, 2022, 3:51 p.m.
Tagged topics: return of capital

Views: 41, Votes: 4, Responses: 1, Attachments: 1
HES , RRC , AR , EQT

+33 pts



Updating estimates for select E&Ps ahead of earnings

By ethonomics on Oct. 21, 2021, 12:31 p.m.
Tagged topics: energy sector , return of capital , hedging

Views: 55, Votes: 2, Responses: 0, Attachments: 2
BAC , C , GS , MS , JEF , USB , Banks

+33 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: 225, Votes: 2, Responses: 0, Attachments: 59
BAC

+32 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: 256, Votes: 1, Responses: 0, Attachments: 6
US Macro

+31 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: 146, Votes: 2, Responses: 0, Attachments: 36
AAPL

+50 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: 909, Votes: 3, Responses: 2, Attachments: 0