Intrinsic Analysis
Contributor since: 2020
Seria: Attractively Priced, Macro-Defensive, Japanese Retail Opportunity
Janus Henderson: Transition Underway
Franklin Resources: Reduced Confidence In Valuation - Downgraded To Hold
Barclays: Interest Rate Leverage, Trading At Bargain Levels
J Sainsbury: Bargain Buying
Disney: Abundant Uncertainty
Franklin Resources: Betting On Alternatives
Janus Henderson: Strategy Reset Ahead - Buy Retained
Barclays: Negative Sentiment Provides Value Opportunity
Numinus Wellness: Integrated Mental Health Opportunity
Aon: Priced For Perfection - Sell
Janus Henderson: Intech Exit Highlights Value Opportunity
Franklin Resources: Not Quite There Yet
Inogen: Capacity Constraints Cloud Post Pandemic Potential
J Sainsbury: Attractive Value, Takeover Potential
Aon: Bearish On Valuation Grounds
Franklin Resources: Rapidly Filling Up The Shopping Trolley
Janus Henderson - Value Gap Captured, NEUTRAL
Barclays PLC: Positioned Positively For Rising Interest Rates
Barclays PLC - Consensus Update Highlights Value
Franklin Resources: Positive Trends Support The Valuation Opportunity
Janus Henderson - Markets Helping, Upgrade To Bullish
Kirkland Lake Gold: Mining For Inflation Protection
Franklin Resources: Room For Improvement
Janus Henderson: Flows Softer, Investment Performance Under Pressure
Barclays PLC: High Quality Hold
Barclays PLC - Diversification Delivers
Lloyds Banking Group: Fully Valued
Janus Henderson: Dai-Ichi Exit Provides A Buying Opportunity
Franklin Resources - Stronger Sales, Stubbornly High Redemptions
Bank Of England Update - Implications For U.K. Banking Stocks
Janus Henderson: Executing Well, Market Leverage, Fairly Priced
Lloyds Banking Group: An Industry Leader With Valuation Upside
Franklin Resources: Time To Escape The Value Trap
Barclays PLC - A High Quality Bank, Sensibly Priced