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Truist Securities维持康菲石油公司的买入状态
Truist Securities维持康菲石油公司的买入状态
道琼斯10:04 (美东)
解码康菲石油公司的12项分析师评估
在过去的三个月中,有12位分析师对康菲石油公司(纽约证券交易所代码:COP)进行了评估,提供了从看涨到看跌的不同观点。下表总结了他们最近的评级,显示
Benzinga10:00 (美东)
康菲石油公司分析师评级
日期上行/下行分析师公司目标股价变动评级变动之前/当前评级 2024 年 4 月 29 日 23.54% Truist Securities 170 美元 → 160 美元维持买入 2024 年 4 月 22 日 18.91% 萨斯奎哈纳 133 美元 → 154 美元
Benzinga09:53 (美东)
Truist Financial重申对康菲石油公司(COP)的买入评级
TipRanks07:57 (美东)
Truist将康菲石油公司的目标股价从170美元下调至160美元,维持买入评级
在Capital IQ调查的分析师中,康菲石油公司(COP)的平均投资评级为跑赢大盘,目标股价从112美元到166美元不等。价格:130.21,涨幅:-0.03,百分比变化:-0。
MT Newswires06:30 (美东)
快讯 | 康菲石油公司:Truist Securities将目标价格从170美元下调至160美元
Reuters23:15 (美东)
BelleWeather :
I think proper portfolio positioning vis a vis inflation is important. The concern I have is stagflation, so I’m trying to be defensive to that. This is difficult. And timing the market is impossible and crazy-making, so I personally am taking each day as it comes.
I don’t think anyone is going to sell off over these concerns, and Powell is not about to fan those flames either!
SpyderCall楼主 BelleWeather: They might not sell over these concerns. But when these variables are present, then any negative catalyst will likely catalyze a selloff. For example, if we get bad rhetoric from Powell next week, then we might see extra volatility. That being said, in the current environment, any selloff will be a good buying opportunity until something breaks in the economy.
SpyderCall楼主 BelleWeather: So far, wages and employment numbers have held up, so stagflation is not a concern until inflation picks back up. With the way oil and gasoline prices have been climbing, we could possibly see a stagflationary environment soon, but not yet. Things are almost perfect in the economic data currently. We are in a goldilocks zone for the Fed right now. And if things get worse, then the Fed has already mentioned cutting rates. That would be even more accomodative for equities as the "Fed Put" will be in play at that point. So, if we do see stagflation, it shouldn't last long as the Fed will accommodate markets when the inflation, wages, or employment situation changes negatively.
BelleWeather : Agreed on the Goldilocks zone vis a vis the Fed mandate save one issue - the reserve bank balance is almost out - won’t they have to move to correct that?
SpyderCall楼主 BelleWeather:
They have been greatly decreasing the balance sheet since march 2022. This is done through selling treasury bonds or mortgage securities. Short-term treasuries, like bills, have been the biggest culprits for the runoff of the balance sheet. This has been unwinding the massive amount of asset purchases since the 2008 financial crisis.
They purchased all of these assets back then as a form of quantative easing to boost the economy. Right now, they are selling treasury notes at sky-high yields to provide liquidity to banks essentially. This is putting more liabilities onto the balance sheet, which brings the balance down.
I don't think the balance sheet runoff is such a big deal at the moment.
Once the economy is showing signs of trouble, then I think we will need to worry about the Fed balance sheet. If they start buying assets, essentially quantative easing, then they might think that there is weakness in the economy.
You might think that with the Fed balance falling like it is, then long-term treasuries should be falling along with the balance. But that has not been the case since last November as these treasuries have been climbing.
This tells me that the balance sheet is now falling because the Fed is adding liquidity through short-term bond sales, which inject liquidity into the economy, which is good for an economy and equities.
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Money Thrill : Instead of cash (cash is ONLY an paper without underlying value ! ) I buyed Amundi PHYSICAL GOLD ETC . Friday up 0.37 % ... and in 14 days 7 %. Chinese gouvernement buyed a lot of gold! LESSON > MONEY has only a Value because the COMMON TRUST in this PAPER. [Money Printing presses can make more] On the other hand, shares also have an intrinsic value better than paper money. Then choose the right one if war breaks out
Mars Mooo楼主 Money Thrill:
profitpilot : Hold and observe. Don't buy the dip just because it's cheap. Cheap can be cheaper. Time the market (as best as you can).
Mars Mooo楼主 profitpilot:
Cui Nyonya Kueh :
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