TopGun^® Press

Brendan Wood International Investor Conviction Intel – Financials – December 9th 2024

December 9th, 2024 by TopGun Press

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 wolinkedinuld like more detailed shareholder conviction intelligence on Global Financial companies, please contact Matthew Lapointe or Gordon Peck.

Changes in Investor Confidence Scores – FIG Sector

(YE 4Q 2024 as of December 8th 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

Aon plc

Increase: Strategy, CEO, Senior Management, Long Term Growth, CFO, Short Term Growth, Momentum of Investor Confidence, Price Appreciation Potential

Static: Board of Directors, Commitment to Own the Stock in the Year Ahead

Decrease: Transparency/Disclosure

“I’ve liked Aon plc for some time. I believe the industry has secular headwinds. However, Aon trades relatively low compared to their peers, making it a more attractive investment on a relative basis.”

“Aon plc delivered decent organic growth last quarter. The quarter before that was more in line with peers. Following the NFP acquisition, they now have exposure to structurally higher-growth middle markets, which is promising.”

The Charles Schwab Corporation

Increase: Strategy, Transparency/Disclosure, CEO, Senior Management, Long Term Growth, Balance Sheet, Price Appreciation Potential

Static: N/A

Decrease: Short Term Growth, Board of Directors, Momentum of Investor Confidence, CFO, Commitment to Own the Name in the Year Ahead

“For Schwab, it starts with customers not moving their cash away anymore. Offsetting outflows from the bank with new money into the brokerage platform is a step in the right direction to get the balance sheet back to where it should be.”

“Schwab gives plenty of data, and provides plenty of disclosure. Over the past two years, they started providing more granularity on the types of cash sitting inside the bank. They point out different cash metrics for investors to focus on. They do a great job in reporting”

Block, Inc.

Increase: Commitment to Own The Stock in The Year Ahead, Strategy, Senior Management, CFO, Balance Sheet, Transparency/Disclosure, CEO, Board of Directors

Static: Long Term Growth, Momentum of Investor Confidence

Decrease: Short Term Growth, Price Appreciation Potential

“Block’s acquisition of Afterpay makes a lot of sense. Their strategy around Cash App is quite effective.”

“Block doesn’t push the identities of the senior management, but that doesn’t mean that they’re not good managers. They give people responsibility, and everything works with focus groups. They set their targets and blow through them.”

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.