Raymond James: Rising Markets Offset Cash Headwinds (Rating Upgrade)

Shares of Raymond James Financial ( RJF ) have been a very strong performer over the past year, gaining about 44%. Rising markets have supported higher assets under management ("AUM") and associated fees, while higher-for-longer interest rates support net interest Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for a ...