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24.02.26 - 19:24
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Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined (ZeroHedge)
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Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined
Shares of Home Depot are up 3.5% in early U.S. trading after the home-improvement retailer reported what Goldman consumer expert Scott Feiler called the "biggest EPS beat in 16 quarters."
Feiler explained:
We had positioning marked as just a 3 out of 10 in our pre-EPS positioning scorecard. That compared to LOW at a 5. Historically, we rarely have HD below a 5.
A small sales miss was expected and instead, we got a beat. This was also the first time they beat operating margins in the last 5 quarters and led to their biggest EPS beat in 16 quarters. The upside was driven by gross margins, so we will need to hear if that's sustainable.
Is this a thesis changer? No. However, it removes some of the recent near-term concerns that had begun to be more discussed (margin misses, small top-line miss/negative comps had been expected and no current buyback to support EPS upside).
Fourth quarter details:
4Q EPS...
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24.02.26 - 17:48
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Net Case for AI is Bullish, Bumpy Ride: Bordlemay (Bloomberg)
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Katherine Bordlemay, Co-Head of Equity Client Portfolio Management at Goldman Sachs Asset Management, says the net case for AI is bullish although it will be a bumpy ride. She speaks to Bloomberg's Dani Burger and Matt Miller on 'Open Interest.' (Source: Bloomberg)...
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24.02.26 - 10:36
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Michael Karangelen, Former CEO of North America for Investindustrial ($10+bn AUM PE Firm), Joins Star Mountain Capital as Member of the Firm′s Executive and Investment Committees (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with ~$4.5 billion in assets under management (“AUM”), is pleased to announce that Michael Karangelen has joined as Managing Director and a member of the firm's Executive Committee and various Investment Committees. Mr. Karangelen's relationship with Star Mountain's team dates back decades, including prior collaborations at Goldman Sachs and Investindustrial.
With more than three decades of experience building and overseeing private credit and private equity platforms, Mr. Karangelen will support the continued expansion of Star Mountain's direct lending, structured equity, private equity and secondary investment strategies. As a member of the firm's Executive and Investment Committees, he will contribute to firm-wide strategy, capital allocation and portfolio oversight while further strengthening the firm's origination capabilities and underwriting discipline.
Star...
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24.02.26 - 08:15
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Commerzbank: Wichtiges Kaufsignal voraus (Der Aktionaer)
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Langsam aber sicher hat sich die Commerzbank-Aktie von unten wieder an die 50-Tage-Linie herangeschoben. Für ein Kaufsignal reichte es dennoch nicht. Auch eine neue Studie von Goldman Sachs schaffte hier keine Abhilfe. Dagegen nimmt die Unsicherheit durch die Geopolitik wieder zu....
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24.02.26 - 00:36
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More banks catch on to Hong Kong′s housing rebound, upgrade market forecast (SCMP)
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Global investment banks are rallying behind a more bullish view of Hong Kong's housing market, with JPMorgan Chase and Goldman Sachs joining Morgan Stanley in forecasting double-digit price gains after a stronger-than-expected rebound.
Morgan Stanley was the first major bank to forecast a 10 per cent increase in home prices in January, which was widely seen as aggressive at the time.
With fresh data bolstering signs of a recovery, other banks have also lifted their 2026 estimates.
According to a......
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