Below are some of the most topical Financial Stocks on the BWI Shareholder Confidence Index based on our daily chats with global investors. If you would like more detailed shareholder conviction intelligence on Global Financial companies, please contact Gordon Peck or Matthew Lapointe.
Changes in Investor Confidence Scores – FIG Sector
(YE 4Q 2024 as of November 15 vs. YE 3Q 2024)
Legend:
Increase: Higher Quality Metric Score Compared to Result from 3Q 2024
Static: Unchanged Quality Metric Score Compared to Result from 3Q 2024
Decrease: Lower Quality Metric Score Compared to Result from 3Q 2024
Capital One Financial Corp.
Increase: Commitment to Own the Stock in the Year Ahead, Transparency/Disclosure, Short Term Growth, Long Term Growth
Static: Board of Directors, Balance Sheet, Momentum of Investor Confidence
Decrease: Strategy, CEO, CFO, Senior Management, Price Appreciation Potential
“I have confidence in Capital One Financial Corp. because of the deal, the delinquency trend and their improved structural growth.”
“Capital One’s acquisition of Discover is a fantastic deal. The deal represents cost optimization for two similar businesses and provides the option to utilize different card networks.”
UniCredit S.p.A
Increase: Senior Management, Short Term Growth
Static: Strategy, Long Term Growth, Balance Sheet, Momentum of Investor Confidence, CFO
Decrease: Transparency/Disclosure, CEO, Board of Directors, Price Appreciation Potential, Commitment to Own the Stock in the Year Ahead
“UniCredit’s changes have been pretty impressive. They did a good job restructuring the bank.”
“UniCredit are a leading bank in Europe due to their strong capital position for strategic mergers and acquisitions, which elevates their overall importance to investors and the global financial landscape”
The Travelers Companies, Inc.
Increase: Strategy, Transparency/Disclosure, CEO, Senior Management, Balance Sheet, Short Term Growth, Momentum of Investor Confidence, Price Appreciation Potential, Commitment to Own the Stock in the Year Ahead
Static: Board of Directors, CFO
Decrease: Long Term Growth
“I feel confident in Travelers as it has great information systems, a tight underwriting feedback loop and strong corporate governance.”
“Travelers is coming off of a low base, and they’ve had some personal line issues. A good portion of their business is auto and home, and that should turn around.”
Trisura Group Ltd.
Increase: Strategy, Board of Directors
Static: N/A
Decrease: CEO, Transparency/Disclosure, Senior Management, CFO, Long-Term Growth, Balance Sheet, Short Term Growth, Momentum of Investor Confidence, Price Appreciation, Commitment to Own the Stock in the Year Ahead
“When it comes to Trisura, reviewing the IRR report shows that its operating earnings still have significant room for improvement.”
“I don’t see momentum improving for some specialty insurance companies, like Trisura.”
W.R. Berkeley
Increase: Commitment to Own The Stock in the Year Ahead, Strategy, Senior Management, CFO, Balance Sheet, Short Term Growth, Momentum of Investor Confidence, Price Appreciation
Static: Board of Directors
Decrease: CEO, Transparency/Disclosure, Long Term Growth
“W.R. Berkley has had about 10-15% consistent top-line growth.”
“From an earnings growth standpoint, W.R. Berkley is pretty solid.”
If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please see contacts below.
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
Related Links:
Contacts:
Matthew Lapointe
Director – Financials
Brendan Wood International
+1 416 924 8110
mlapointe@brendanwood.com
Gordon Peck
Managing Director
Brendan Wood International
+1 416 924 8110
gpeck@brendanwood.com
Posted in Press Releases
|
You can follow any responses to this entry through the RSS 2.0 feed.
Both comments and pings are currently closed.
