Cullen/Frost: Back To A Reasonable Price As Costs Continue To Weigh (Rating Upgrade)

Core Viewpoint - Cullen/Frost (CFR) has experienced mixed results recently, with earnings performing slightly better than expected, yet the market response has been negative [1]. Financial Performance - The earnings of Cullen/Frost are tracking better than anticipated, indicating a potential for sustainable high-quality earnings [1]. Investment Strategy - The investment approach favored is a long-term, buy-and-hold strategy, particularly focusing on stocks that can consistently deliver high-quality earnings, often found in the dividend and income sectors [1].