モーリスに関するコメント

LVMH $モーリス (MC.US)$ released its Q1 earnings report last night, beating expectations across the board.
Revenue up 17% yoy
Selective Retailing showed the strongest growth in % 📈
$LVMH Moet Hennessy Louis Vuitton (LVMHF.US)$ $KERING UNSPON ADR EA REPR 0.1 ORD EUR0.00 (PPRUY.US)$ $COMPAGNIE FINANCIERE RICHEMONT SA. (CFRHF.US)$

Upgrades
• $アクタス・メディカル (AFIB.US)$ : BTIG Upgrades to Buy from Neutral - PT $2
• $アンテロ・ミッドストリーム (AM.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $13 (from $12)
• $オート・ホーム (ATHM.US)$ : Citigroup Upgrades to Buy from Neutral - PT $30
• $フィフス・サード・バンコープ (FITB.US)$ : Wells Fargo Upgrades to Overweight from Equal Weight - PT $52
• $キンダー・モルガン (KMI.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $21
• $エムエスシーアイ (MSCI.US)$...

Upgrades
• $バンク・オブ・カリフォルニア (BANC.US)$: Raymond James Upgrades to Outperform from Market Perform - PT $22
• $カレン・フロスト・バンカーズ (CFR.US)$: Raymond James Upgrades to Outperform from Market Perform
• $ダブリュー・ダブリュー・グレインジャー (GWW.US)$: Wolfe Research Upgrades to Outperform from Peerperform
• $インビテーション・ホームズ (INVH.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $46 (from $44)
• $PCB バンコープ (PCB.US)$: Raymond James Upgrades to Outperform from Market Perfor...

$ビザ クラスA (V.US)$ $モーリス (MC.US)$
Visa and Mastercard seem to be joined at the hip. Their charts, P/E, forecasts, dividends, etc are similar. Currently down about 15% on Visa so I'm thinking of selling at a loss to offset taxes on some of my gains this year and moving that money temporarily into Mastercard. Then when the new year hits, switch it right back into Visa (I prefer this since it's my payment method of choice).