Sector earnings expectations in aggregate look soundly based and valuations offer meaningful upside. In this note we update our ‘screens’ to identify investment opportunities, and flag stocks thought most susceptible to earnings revision and/or rating change. The screens comprise of Forecast Dispersion, Earnings Conviction, Momentum Heatmap, Dividend Return Potentials and M&A.
Company updates on over 40 companies. To request the full sector note please email: [email protected]