Ken Leon @LeonCFRA
Director of Equity Research at CFRA, thought leader, media contributor, and subject matter expert on the large diversified banks and housing market trends. cfraresearch.com New York Joined February 2020-
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"The recovery on the demand side is really in full swing," CFRA analyst @GlickmanCFRA says on energy. "This industry has really kind of underinvested in new supply for the better part of the last seven or eight years."
Bob Bakish steps down as Paramount CEO. How does a C-suite shake-up impact the outlook for $PARA? 📺 @LeonCFRA & @SethASchachner discuss where Paramount heads from here and where to find value in the streaming space with @NPetallides:
.@cfraresearch equity analyst #AngeloZino joined @BloombergRadio to discuss Tech Earnings. Listen to the session below. bloomberg.com/news/audio/202…
.@cfraresearch equity analyst Garrett Nelson recently joined @BBGIntelligence to preview Tesla earnings after the closing bell. (9:43mm) bloomberg.com/news/audio/202…
Meta earning reports. @cfraresearch equity analyst Angelo Zino joined @FoxBusiness to highlight #Meta's Q1 earnings report, the 'Magnificent 7' & shares his expectations for the overall earnings period. $META foxbusiness.com/video/63517379…
.@cfraresearch equity analyst Alexander Yokum joined @BNNBloomberg to discuss U.S. #Regional #bank earnings & #InterestRates. Watch the replay below. bnnbloomberg.ca/video/higher-i…
After the Alaska Air incident in Jan 2024, the FAA limited Boeing's deliveries of #737MAXplanes. In a recording, @cfraresearch equity analyst @GlickmanCFRA discusses three #Boeing scenarios for 2025. cfraresearch.com/insights/three…
On the @IGAus Quarter Report today, @AngeloZino of @cfraresearch holds an optimistic view of Alphabet, Meta, and Microsoft, especially noting their ties to the cloud and digital ad spheres. Don't miss their reports, out at the end of the week! $GOOG $FB $MSFT #ausbiz
Verizon's recent consumer wireless postpaid loss was better than expected, but Keith Snyder of @cfraresearch says they're not keeping up with rivals AT&T & T-Mobile, who are rapidly gaining traction. Are price increases the way to go?! $VZ, $T, $TMUS $CMCSA $CHTR #ausbiz @IGAus
#Gold has ⬆️ by 13.5% YTD. In this recording, @cfraresearch Vice President of Equity Research Matthew Miller, CFA, expects #GoldMiners to quickly expand their margins, presenting a favorable outlook for this sector. Watch the recording here. bit.ly/4d6X5Q3
𝗜𝗻𝘀𝗶𝗱𝗲 𝗢𝘂𝘁: Groceries & Staples 🛒 👥 @cfraresearch's Arun Sundaram breaks down the outlook for the grocery sector following Albertsons $ACI earnings, and @TomWhite_S sets up trades in $TGT & $AMZN: x.com/i/broadcasts/1…
After the Alaska Air incident in Jan 2024, the FAA limited Boeing's deliveries of #737MAXplanes. In a recording, @cfraresearch equity analyst @GlickmanCFRA discusses three #Boeing scenarios for 2025. cfraresearch.com/insights/three…
The recent EU AI Act was passed in March, but what is the current state of AI legislation in the US? How might this impact the broader #InformationTechnology industry? @cfraresearch analysts will discuss this topic in our upcoming webinar. Register today. bit.ly/4aCy51r
From the latest @IGAus Quarter Report: Arun Sundaram from @cfraresearch shares his outlook for US retailers, $WMT $TGT $COST and the proposed merger of Albertsons and Kroger facing some hurdles... Catch up on demand now! #ausbiz #reportingseason $ACI $KR
From the latest @IGAus Quarter Report: Keneth Leon from @cfraresearch talks us through @GoldmanSachs $GS earnings, which posted its highest EPS since 2021. Catch up on demand: ausbiz.co/4aSsW4Q #ausbiz #reportingseason #USequities #USearnings $C $JPM $MS
From the latest @IGAus Quarter Report: Michael Elliot from @cfraresearch talks us through @CharlesSchwab $SCHW numbers and fundamentals, reiterating a 'strong buy' rating. Catch up on demand: ausbiz.co/3UhNJcy #ausbiz #reportingseason #USequities #USearnings $C $JPM $MS…
Ken Leon, Research Director at CFRA Research, wraps bank earnings Get the latest in finance, economics and investment on the Bloomberg Surveillance podcast: Apple: trib.al/TXLq6qe Spotify: trib.al/nWz62iI Anywhere: trib.al/4PgflyJ
Ken Leon, director of research, industry and equities at CFRA, joins BNN Bloomberg to discuss U.S. bank earnings. He says the banks that have the bigger upside opportunity are those concentrated in capital markets. bnnbloomberg.ca/goldman-sachs-…
𝗜𝗻𝘀𝗶𝗱𝗲 𝗢𝘂𝘁: Energy stocks 🛢️ @GlickmanCFRA details why he’s keeping a buy rating on $OXY shares amid tensions in the Middle East, and raising his view on $XOM to a buy from a hold, then @TomWhite_S has a trade in each name: x.com/i/broadcasts/1…
Gold has ⬆️ by 13.5% YTD, reaching a record ⬆️. In this recording.@cfraresearch equity analyst Matthew Miller, CFA highlights gold miners' significant leverage to the #gold💲He notes that the sector is poised for a robust recovery, which started in March. bit.ly/4d6X5Q3
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1.3M Followers 2K Following Anchor, Global Markets Editor Mornings with Maria @MorningsMaria 6-9 AM et M-F on @FoxBusiness & @SundayFutures 10:00 AM et Sundays @FoxNews 2-time Emmy winnerStewart Glickman @GlickmanCFRA
283 Followers 56 Following Equity research analyst with @cfraresearch, focusing on Energy and Healthcare. Please note: retweets are not endorsements. Disclosures: https://t.co/4vcqmaF8l2Sam Stovall @StovallCFRA
9K Followers 178 Following U.S. Equity Strategist with @cfraresearch Equity Research and Fund business and author of The Seven Rules of Wall Street. Disclosures: https://t.co/RU7FMdVRy6Todd Rosenbluth @ToddRosenbluth
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5K Followers 392 Following Global leader in institutional-grade independent equity research through sophisticated forensic analysis and broad fundamental equity research.Ken Leon, Research Director at CFRA Research, wraps bank earnings Get the latest in finance, economics and investment on the Bloomberg Surveillance podcast: Apple: trib.al/TXLq6qe Spotify: trib.al/nWz62iI Anywhere: trib.al/4PgflyJ
Ken Leon, director of research, industry and equities at CFRA, joins BNN Bloomberg to discuss U.S. bank earnings. He says the banks that have the bigger upside opportunity are those concentrated in capital markets. bnnbloomberg.ca/goldman-sachs-…
"International content is 'by far' Netflix's biggest edge over its rivals," @LeonCFRA tells YF's @allie_canal. Not that long ago, Hollywood studios seemed like entertainment's global powerhouses. finance.yahoo.com/news/fewer-swi…
What are the ramifications of the latest news out of OPEC+? 🛢️ @rreddy_gx & @cfraresearch’s Stewart Glickman evaluate the outlook for oil & energy markets with @NPetallides: x.com/i/broadcasts/1…
@bsurveillance @tomkeene Ken Leon @LeonCFRA hit it on the head. “it’s a people story”. In addition to pointing out to human error, it is an issue of confidence as @FerroTV pointed out earlier. #svb_financial #SVBank collapsed because of no confidence, deservedly/contrived or not.
What’s the fallout from the #SVBCrash CFRA @LeonCFRA & Portfolio Wealth Advisors@leemunson help us understand what happens next? $SIVB 📉 finance.yahoo.com/video/strategi…
It's #NFPs Friday! Wall Street wobbled overnight as the Fed continues with its hawkish messaging. We talk investment strategy with @GlickmanCFRA from @cfraresearch this morning, while @TheKouk will give his outlook for the Australian economy on 'The Big Picture'. #ausbiz
We are excited to announce that @cfraresearch has been shortlisted for ETF Data Provider of the Year by @ETF_Stream!
.@Tesla beat estimates for earnings, despite a slight miss on revenue for the quarter. Garrett Nelson from @cfraresearch joins #ausbiz to discuss why they're ahead of the game. Full episode: ausbiz.co/3znHsBU the quarter report is brought to you by @IGAus
“If we’re going to have a shallow recession or perhaps a soft landing, banks are cyclical,” @cfraresearch @LeonCFRA says. “They’re trading at incredible discounts to the S&P 500, and things might be better than the worst-case scenario.”
Big bank earnings were released last week, and @cfraresearch Director of Equity Research @LeonCFRA joined @ausbiztv to discuss. Watch the replay below. $JPM $MS bit.ly/3PAeOCD
Great independent assessment of @cfraresearch Technical Research team’s efforts. @mnkahn lowryresearch.com
Why I follow Lowry’s 80%/90% days: 1) 83 years of history 2) Better metric than ARMS index in present-day market 3) Signals provide valuable insights – and seem to work a lot more often than not
According to Kenneth Leon, CFRA’s global director of equity research, “U.S. households are flush with cash & still track 45% higher than the 20-year average personal saving rate.”Even as the Delta variant menaces restaurant, leisure-travel, many bank accounts are still in green
“There’s just a great appetite for new homes right now.” #TheWatchList with @NPetallides ➡️ @BradleyHunter and @cfraresearch's @LeonCFRA assess the current momentum & risks in the U.S. housing market, & share their homebuilder stock picks going forward in 2021: 🏠 $DHI $PHM $MTH
CFRA equity analyst Sel Hardy joined @YahooFinance to discuss the latest #COVID19 #vaccine news and the impact on the markets. $PFE $AZN $JNJ $MRNA $BNTX yhoo.it/38BV13F
CFRA's Director of ETF and Mutual Fund Research @ToddCFRA joined @YahooFinance discuss the latest #ETF moves. $SPY $XLF $TAN $ACES $IGF $PAVE $TOLZ bit.ly/3pgIWXk
CFRA Director of Equity Research @LeonCFRA joined @TDANetwork to discuss the outlook for #DRHorton after their strong earnings report. $DNH #HomeBuilder bit.ly/38HXJER
CFRA Dir of Equity Research @LeonCFRA talks with Money on Banks, which are attractive as #ValueStocks today, and tend to do well when there is confidence in a cyclical rebound in the U.S. economy. Read the article: bit.ly/3lV0lCt
CFRA is shortlisted for the 2020 Best ETF Research Provider in the U.S. award by @ETFExpress. Vote for us at bit.ly/3j0dKrh. Voting closes on September 5th. #ETF #ForwardFocus #IndependentResearch