Bath & Body Works: Buy The Dip

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🛀 🛁 Bath & Body Works is introducing new product categories—men’s, hair, laundry—to its loyalty-program customers, which now stand around 40 million

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Apple: It Is Not Over Yet

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🚨 🚨 Apple shares are down more than 10% this year. But Goldman Sachs strategists who applied a bull case to the broader market say tech megacaps could lead the S&P 500 another 15% higher

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Asia Will Power LNG Demand

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🌏 🌏 According to the IEA, in 2024 China will increase LNG imports by 10% y/y and India by 7%, meaning Asia will continue to make up most of the LNG demand growth globally

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Goldman: S&P At 6,000

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🚨 🚨 Goldman Sachs expects the S&P 500 to end the year at 5,200 but has an upside scenario for the S&P 500 to reach 6,000

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Tech Mahindra Merges Born Group

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🇮🇳 🇮🇳 Tech Mahindra arm Born Group to merge with its parent company Tech Mahindra (Americas) Inc

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Bajaj Auto: Buy The Dip

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🇮🇳 🇮🇳 Bajaj Auto to launch CNG-run motorcycle in June 2024, says no plans to make cars or enter racing

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A Diversified Miner That Is Undervalued

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🚨 🚨 One of the world’s leading diversified mining companies, producing copper, iron ore, diamonds, platinum, and other metals on six continents is down 24% over the past 12 months. It has a variable dividend pegged to 40% of profits, which has resulted in a 3.9% yield over the past 12 months

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The Advantage Of Going Fab-less

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🚨 🚨 UBS says this company’s fab-less manufacturing model allows it to generate strong free cash flow and maintain a lean capital expenditure requirement and to focus on its core strength of semiconductor research and development

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Apple: Buy On Dips

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🚨 🚨 We continue to think that any meaningful antitrust action against Apple in the U.S. will require new legislation from Congress, as existing laws make it very difficult to argue that Apple operates a monopoly using market definitions or consumer-harm standards

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Time To Look At REITs

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🚨 🚨 This REIT recently hit a 52-week high and has rallied 15% so far this year. It yields 4%

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