Finance Companies Are Set To Profit In Extremely Favorable Environment

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Rupert Hargreaves
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It’s time to buy financials, that’s according to a new US equity research strategy note from analysts at investment bank Jefferies, as Finance companies are set to benefit from several headwinds. According to the researchers, US financials are set to benefit from a number of tailwinds going forward, all of which looks set to reawaken sector. Some of these tailwinds are well known, and equities have responded well, such as the Federal Reserve’s stress tests, which banks passed with flying colors, and they all subsequently went on to announce enormous buyback/dividend increases. [singleton] Finance Companies: Time to buy says Jefferies…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk