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  • 1y
    buelte buelte
    very useful, thank yo Peter
    btw. , how does relay to President Trump's constant nagging to derail 'Obama Care', ie. is this the other side of the...
    1y
    Peter Garnry Peter Garnry
    @Kostis no its from our quant model Equity Radar, which we plan to open up to clients in the near future
    1y
    Peter Garnry Peter Garnry
    @buelte We see this partnership as corporate America's reaction to the inaction in Washington on some of the most pressing issues. US health care system is probably...
  • Article / 12 January 2018 at 11:31 GMT

    Earnings Watch: US financials to deliver strong Q4 earnings

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: US financials to deliver strong Q4 earnings
    This year is seeing some of the strongest expectations in two decades for S&P 500 companies, so fourth-quarter earnings will be critical for equity markets to extend the rally. This week's Earnings Watch focuses on US financials as they always dominate the beginning of the earnings season.
    Read the article
  • Article / 21 September 2015 at 10:30 GMT

    Alpha Picks: UnitedHealth is still a winner

    Head of Equity Strategy / Saxo Bank
    Denmark
    Alpha Picks: UnitedHealth is still a winner
    UnitedHealth is the week's alpha pick in focus. The largest US health care provider is up 22% this year as the business continues to increase sales and profit above the average growth rate for the industry and S&P 500. Operating margins are very stable and the outlook is stable. Overall a quality stock.
    Read the article
  • 4y
    fxtime fxtime
    LOL reveiwing my so called diverse portfolio I find that I only have one of the ones you suggest ....LSE !! Seems I better re-assess as I...
    4y
    JOSHUA63 JOSHUA63
    Good call last week about automakers ...
    Bmw and Daimler were at crazy inflated prices
  • Squawk / 19 April 2012 at 11:07 GMT
    Head of Equity Strategy / Saxo Bank
    Denmark
    Every major US earnings release ahead of the open has beat estimates with most notable beats from Travelers, United Health and Bank of America.
    Read the Squawk
    7y
    rosen_karadzhov rosen_karadzhov
    Yes indeed...How "true" is that rumour of a french downgrade..I see it weighing on the markets despite the solid earnings results so far..
    7y
    Peter Garnry Peter Garnry
    Supposedly the rumours came from a Citi analyst but the report he wrote was released early this morning (talk about late reaction) and in it, he writes...
    7y
    rosen_karadzhov rosen_karadzhov
    ok I see...once again it proves how "fragile" the market is nowadays..thanks again