Northern Trust: I Trust Its Solid Fundamentals, But Not Valuation And Technicals

Core Insights - Northern Trust Corporation (NASDAQ: NTRS) has experienced a nearly 20% increase in value over the past four months, despite a cautious outlook on the stock [1]. Company Overview - The analyst has been involved in the logistics sector for nearly two decades and has a decade of experience in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1]. - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying into various industries and market cap sizes [1]. Investment Strategy - The analyst's investment strategy includes holding stocks for retirement as well as for trading profits, indicating a balanced approach to portfolio management [1]. - In 2020, the analyst entered the US market, gaining awareness of it through a relative's trading account before opening their own [1]. Market Comparisons - The analyst utilizes analyses from Seeking Alpha to compare with their own assessments in the Philippine market, indicating a commitment to informed decision-making [1].