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Stock Strategist Industry Reports
Tax Reform Could Be Boon for Financials, but Impact Is Uneven
Some financial sector firms could see valuations rise by over a third, while others would see minimal impact.
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Our Outlook for Financial-Services Stocks
The financial sector is fully valued despite global uncertainties.
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Three Moaty Stocks Leveraged to M&A
A stabilized economic environment and resulting increase in mergers and acquisitions should lead to significant earnings momentum for these three firms.
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Stock Strategist Industry Reports
Pick-and-Shovel Plays for Rising Mergers and Acquisitions
Investment banks are a good way to play the new M&A cycle.
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Who's Emerging Stronger From The Financial Crisis?
Our assessment of business-model and headcount changes since the beginning of the crisis.
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Stock Strategist Industry Reports
Rising Profits Are Bound to Fall for Most I-Banks
Revenue composition will determine whose earnings are shaky or steady.
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Stock Strategist Industry Reports
Banks and the Avalanche of Deflation
Let's examine how we arrived at asset deflation, the impacts of deleveraging, future banking trends, and the impact of massive stimulus.
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