Invezz·2025-04-15 18:40Group 1: Market Overview - US stocks have regained some ground after President Trump's agreement to a 90-day pause on most reciprocal tariffs, excluding those on China [1] - Despite this recovery, some large-cap stocks are nearing a "death cross," indicating potential for further declines [1] Group 2: Walt Disney Co (NYSE: DIS) - Disney's stock is down over 25% from its year-to-date high, and a developing "death cross" suggests it could decline further [2] - Bernstein analyst Laurent Yoon maintains an "outperform" rating on Disney, describing it as a "complex story" with various moving parts [3] - Bernstein's price target for Disney is $120, encouraging investors to buy shares at current levels [3] - Investors can average down their positions if the death cross occurs, taking advantage of more favorable valuations [4] - Disney shares currently offer a dividend yield of 1.18%, enhancing their attractiveness [4] Group 3: Bank of America Corp (NYSE: BAC) - Bank of America is also approaching a "death cross," with its stock down approximately 25% from its year-to-date high [5] - Morgan Stanley analyst Betsy Graseck advises investors to overlook the death cross concerns and buy BAC shares at current levels [6] - Graseck upgraded BAC to "overweight," citing attractive valuation despite potential impacts from Fed rate cuts and yield curve shifts [6] - Morgan Stanley has set a price target of $56 for Bank of America, indicating over 50% upside from current levels [7] - Bank of America shares provide a dividend yield of 2.84%, making them appealing for passive income amidst market volatility [7]