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SCHY: A Top Complement To SCHD
Seeking Alpha· 2025-07-10 17:05
Group 1 - The Schwab International Dividend Equity ETF (SCHY) is positioned as a strong complementary investment to the Schwab U.S. Dividend Equity ETF (SCHD), which focuses on U.S. equities [1] - SCHY offers international exposure, enhancing diversification for investors who already hold SCHD [1]
X @Bloomberg
Bloomberg· 2025-07-10 15:58
Man Group’s quant equity unit says it has begun using a new artificial-intelligence system that can generate, code and backtest trading ideas — marking the arrival of agentic AI at the world’s largest listed hedge fund https://t.co/L01XgNzEfL ...
CAVA Group: Looking More And More Like A Mini-Chipotle (Rating Upgrade)
Seeking Alpha· 2025-07-10 15:41
Core Insights - Louis Stevens is a highly regarded investment research analyst, ranking in the top 0.1% according to TipRanks [1] - He founded L.A. Stevens Research and developed the LAS Index, which has consistently outperformed market indices since its inception [1] Company Overview - L.A. Stevens Research is focused on investment research and equity analysis, catering to a diverse audience from beginners to seasoned professionals [2] - The LAS Index is a proprietary basket of stocks selected through a unique investment methodology [1]
X @Bloomberg
Bloomberg· 2025-07-10 15:34
.@sonalibasak sits down with asset management leaders to talk about the DEI pushback in recent years and what they think the future of diversity in finance looks like.Watch the full episode of Bullish on the Bloomberg app https://t.co/oSp6OsKcPV https://t.co/xxOxDalo27 ...
GL Stock Trading at a Discount to Industry at 8.22X: Time to Hold?
ZACKS· 2025-07-10 15:11
Key Takeaways Globe Life shares have gained 41.5% in the past year compared with the industry's growth of 24.2%. GL targets a 300% to 320% consolidated RBC ratio for 2025, supporting financial strength. The American Income and Liberty National divisions are expected to fuel future top-line growth.Globe Life Inc. (GL) shares are trading at a discount compared with the Zacks Accident and Health Insurance industry. Its forward price-to-earnings multiple of 8.22X is lower than the industry average of 12.27X, ...
Carson Group's Ryan Detrick: Summer equity rally can continue
CNBC Television· 2025-07-10 11:28
know the story behind the story though. Which which will come out. I'm sure our next guest is optimistic.The summer rally has room to run. Joining us now, Ryan Dietrich, Carson group chief market strategist. How would you characterize the way you analyze the stock market.You use fundamentals, technicals, the combination of both. And then then you have a gut feeling for what's going to happen. What's most important.>> That's that's probably right. There is a combo there. First of all thanks.I mean it's alway ...
Between Safety And Upside: Why VICI Properties Still Earns A Place In Income Portfolios
Seeking Alpha· 2025-07-10 11:17
VICI Properties ( VICI ) presents an interesting case in the REITs space with a rock solid stability in share prices, but not a significantly higher yield compared to money markets and treasuries now. More interestingly, the positioning in experiential realI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a forme ...
Amgen: A Defensive Biotech With Yield And Optionality
Seeking Alpha· 2025-07-09 21:29
Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to provide high-quality, data-driven insights for investors [1] Company and Industry Analysis - The focus is on uncovering high-growth investment opportunities through rigorous risk management and a long-term perspective on value creation [1] - There is a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, which are crucial for providing actionable investment ideas [1]
Marc Botham of Jamf Honored as a 2025 Inclusive Channel Leader
Globenewswire· 2025-07-09 21:15
MINNEAPOLIS, July 09, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced that CRN®, a brand of The Channel Company, has recognized Marc Botham, Vice President, Global Channel Sales, as an Inclusive Channel Leader for 2025. This CRN list spotlights vendor, distributor, and solution provider executives helping to create greater equity across the IT channel. Each of the honorees is dedicated to fostering equity and inclusion within their organizat ...
Goldman asks analysts to swear they won’t line up private equity jobs
Bloomberg Television· 2025-07-09 20:39
Goldman is now planning for their new analyst class this year to start implementing a rule where now every 3 months they have to for conflict of interest rules of course tell Goldman whether they have already accepted a job offer from elsewhere whether they've lined up a new opportunity outside the firm which could potentially pre present some problems some headaches maybe they're going to be working on a deal for a private equity company um that they're about to join but their bosses don't know that yet. T ...