Citigroup Earnings: Undervalued Citi Keeps Revenue Intact, and Our Thesis Is Unchanged
Ignore the quarterly noise and focus on core operations and the bank’s key targets.
Source: morningstar.com
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Ignore the quarterly noise and focus on core operations and the bank’s key targets.
We see opportunities in consumer-packaged goods and the alcoholic beverages space.
We see plenty of opportunities in healthcare, especially in biopharma, healthcare providers, healthcare plans, and diagnostics and research.
Easing supply chains and a more constructive outlook on the global economy have benefited the industrial distribution and industrial products businesses.
The sector has remained flat due in large part to a long-overdue valuation correction.