Investment Management
The US ADRs of Cielo, Brazil’s largest card payment processor, have surged more than 40 percent this year and we see lower levels as an opportunity to start accumulating. Goldman Sachs now sees more than a 40 percent probability of a rate cut in Brazil and this will lead to higher share prices Goldman […]
Cognizant, a leading global provider of information technology, consulting, and outsourcing services to big companies, has declined more than 13 percent over the last 12 months and we see a buying opportunity for Investors who have about two years to spare Warren Buffett wrote, “It’s far better to buy a wonderful company at a […]
Labcorp offers lab tests that are cheaper than hospitals. It has a testing scale that few hospitals or independent labs can match. Wall Street sees revenue at $9.4 billion this year, with the diagnostics business contributing 70 percent A swelling senior population and broader health insurance coverage through Obamacare provide tail winds for growth. […]
Goldman Sachs: “We are Underweight S&P 500 as we see strong positioning, headwinds from the resumption of the Fed rate hike cycle and a strong Dollar, and increasing political uncertainty into the US elections. We are also Underweight Europe into year-end due to elevated political uncertainty (from Brexit and the Italian referendum) and uncertainty on ECB […]
Nvidia, the $32 billion maker of graphic chips for computer gaming, has surged 173 percent over the last 12 months and has been the top performing stock in the S&P 500 Index for the past two years. On Monday, the chip maker unveiled two new graphic chips for powering software to run data centers and […]
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