Holding Off Franklin Resources Ahead Of Q4 Earnings

Patrick Doyle
7.29K Followers

Summary

  • I sold shares in Franklin Resources for a profit but am considering buying back at a lower price.
  • Trends in assets under management have increased year over year, providing some optimism for the company's financial health.
  • BEN stock is currently cheaper and offers a higher dividend yield compared to previous measurements, but I am still cautious due to declining operating and net income.

bunch of dollars on oak wood table

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In the two and a half months since I announced to the world that I was locking in an 8.4% profit in Franklin Resources, Inc. (NYSE:BEN) in an article with the monumentally original title "Taking

This article was written by

7.29K Followers
I'm a quant investment newsletter writer who marries fundamental analysis with the latest research in momentum. Over the past few years, I’ve developed a piece of software that helps me track the level of optimism and pessimism embedded in stock price. I seek to challenge the assumptions embedded in price by profitably exploiting the disconnect between what the market thinks and what is a likely outcome. I invest in those companies that have a greater than average chance of giving us all a surprise in the next few months.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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