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ally financial
Last week we wrote to you about when to expect bear markets to end and we touched on the first day of big bank earnings.  Well, since then we’ve gotten earnings reports from Citigroup, Bank of America, Wells Fargo, Morgan Stanley, Goldman Sachs, and Ally Financial.  These companies have access to an enormous amount of...
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I can’t tell you when the market will bottom but I can tell you there are some of the most attractive investment opportunities I’ve seen since March 2020.  Many of the highest growth glamour stocks are down 70-80%.  They have dropped below where they were either before the Pandemic, or in some circumstances, below their...
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Earnings season has begun and thus far almost every one of the banks that have reported have beaten their earnings estimates.  The stock prices haven’t yet reflected the improving metrics, but over time prices follow business fundamentals, so there will be convergence.  ALLY Financial posted an absolutely sensational quarter this morning with record earnings and...
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I hope everyone is holding up okay.  We’ve seen some encouraging employment numbers coming off those massive layoffs, but clearly the economy still has a lot of work to do to get close to recovering from where it was.  This month we should see a new stimulus bill negotiated, which will surely be very contentious. ...
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We had a feeling Monday would be bad and boy, did it deliver with the stock market dropping by nearly 8%, now down 19% in just 13 trading sessions.  The Oil and Gas Exploration and Production ETF was down 37% today alone!  This market selloff is now bigger than what we saw in late 2018,...
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On August 1st, markets across the globe were rattled as President Trump announced new tariffs on China.  Stocks plunged and the 10-year Treasury yield dropped below 1.9%.  The news shouldn’t have been such a shock as it has become increasingly clear that China hopes to stall.  If a new administration takes over in 2020, it...
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The most important factor to producing strong investment returns are valuations, and lately with a slight increase in volatility, valuations on some key opportunities have become more attractive.
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Read our latest research report from Chief Investment Officer Tim Travis on Ally Financial, Inc. (ALLY) Ally Financial – Buy Before ROE Expansion
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