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Brendan Wood International Investor Conviction Intel – Financials – January 21th 2025

January 21st, 2025 by TopGun Press

Below are the most “talked about” Financial Stocks on the BWI Shareholder Confidence Index based on our daily consultations with global investors. 

If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please see contacts below.

Commitment to Own the Name in the Year Ahead Changes in Investor Confidence Scores – FIG Sector

(YE 1Q 2025 as of  January 17th vs. YE 4Q 2024)


Legend:

Increase: Higher Quality Metric Score Compared to Result from 4Q 2024

Static: Unchanged Quality Metric Score Compared to Result from 4Q 2024

Decrease: Lower Quality Metric Score Compared to Result from 4Q 2024

 

JP Morgan

Increase: Commitment to Own the Name in the Year Ahead, Short Term Growth, Momentum of Investor Confidence, Price Appreciation Potential

Static: Strategy, Transparency/Disclosure, CEO, Balance Sheet, Senior Management, Board of Directors

Decrease: Long Term Growth

“Marianne Lake would be a great choice as successor of JP Morgan.”  

“When it comes to Jamie Dimon leaving JP Morgan, I’ve been wrong about that for six years now. He has a strong bench behind him. Whatever dip his departure causes, you buy it. Marianne Lake appears to be the likely choice for CEO. While I believe she’s the right choice for the role, I’m not sure the stock will react positively to her appointment.”

“When it comes to JP Morgan, I’m convinced that Jamie Dimon wants to put a woman in the CEO seat. I like Marianne Lake the best. I hope it’s her.” 

Arch Capital Group

Increase: CEO, Short Term Growth

Static: Commitment to Own the Name in the Year Ahead, Momentum of Investor Confidence, Price Appreciation Potential, Strategy

Decrease: Transparency/Disclosure, Senior Management, CFO, Long Term Growth, Balance Sheet, Board of Directors

“Arch Capital issued a significant special dividend, which likely would have been better as a buyback.” 

“Arch Capital recently underwent a sudden change in CEO. While Nicolas Papadopoulo has been with the company for some time, he remains less familiar to investors. The board is partly responsible for the whole situation.” 

Manulife Financial

Increase: CEO, Strategy, CEO Transparency/Disclosure, Board of Directors, CFO, Senior Management, Balance Sheet

Static: Momentum of Investor Confidence, Long Term Growth, Short Term Growth

Decrease: Commitment to Own the Name in the Year Ahead, Price Appreciation Potential

“I met with Manulife’s incoming CEO, Phil Witherington in Hong Kong. Phil’s the right person to continue what Roy Gori’s started. I don’t think Phil is a major change agent, but he’s very intelligent. He understands the market and knows the investors.”

“The departure of Manulife’s CEO Roy Gori strikes me as strange.” 

“The thing that I struggle with Manulife going forward is that it has outperformed. To what extent does that continue?” 

“Manulife is losing momentum with their exposure in Asia.”  

Brendan Wood International – Investor Conviction Intel – Financials – January 13th

Brendan Wood International Investor Conviction Intel – Financial- January 6th 2025

 

Brendan Wood International Investor Conviction Intel – Financials – December 16th 2024

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:

www.TopGunPress.com
www.brendanwood.com
@BrendanWoodIntl

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

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