10 biggest financial-market events of the week
Pepsi's results quiet calls for split--for now
UPDATE: Pepsi's results quiet calls for split--for now
Pepsi Sales Expected to Rise in 3Q -- Earnings Preview
Bank of New York Mellon to end derivatives sales and trading: report
A group of top managers continue to keep looking for good investment opportunities, while taking full advantage of a rising (and potentially overvalued) market to book some gains.
Some static in the Comcast-TWC tie-up, Yellen and Pepsi stay the course, and slow and steady pays dividends for Realty Income.
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
Our top managers continue to focus on higher-quality businesses rather than seeking out bargains in a market that (in many of their minds) has become fully valued.
Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.