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The recent liquidity crisis in the United States has forced the FED to intervene by injecting liquidity into the financial system. We believe that the dollar will continue to strengthen against all major world currencies. It is becoming, in addition to being a safe haven, a so-called luxury good. Exactly like the Treasury.
FED will be conditioned by exogenous factors such as monetary policy and trade war, brexit and political elections in the EU.
In our opinion, the trend for interest rates on the tenth year could reach negative rates. Our goal is -0.10%.
On April 1, 2019, DowDuPont (DWDP) completed the spinoff of Dow Inc., its core chemical operations. It also replaced DowDuPont in the Dow Jones Industrial Average. The company is trading at a reasonable valuation, and we belive that there is an interesting 3 to 5 year appreciation potential.
Total debt: 19 Bilions
Total annual profits (2018): 3.1...
This stock has an high dividend yeld of 4.73% and regualr growth in the payout. Oil prices in recent years have been capped by the flood of production from shale reservoirs.
Total debt: 40 Bil.
Total annual profit: 20 Bil. (2018)
The main trend is down, a trade through $52.00 will signal a resumption of the downtrend. The next major downside target is the December main bottom at $42.50.
We still belive that there could be a window of time for a potentially bullish closing price reversal bottom.
For the full year sales increased 4.0% to 23.7 billions, with a net profit of 9.57 billions. Total debt: 34.0 billions. The company product's innovation is very intense, currenty has 10 firt-in-human molecules in clinical development.
Euro settles near one-month low after recoiling from trend resistance, we still belive that the trend bias continue to be bearish, and that Brexit could be the trigger to spark the next big short move.
In our view PFE is a solid core asset holdign in the pharma industry. Interesting dividend yeld of 3.40% and solid cash flow. Our earning estimate for the 2019 are 2.00 dollars per share.
Net annual profit: 11.1 Bilions
Total debt: 42.0 Bilions
For the full year (2018) the company reported earnings of 4.71 dollars per share. That is a 26.0% advance year over year. We belive that for the present year (2019) the outlook is not quite rosy, with an earning per share of 4.60 dollars.
Total debt: 113 bilions
Total profit: 18.8 bilions
Still waiting the completation of the pattern in progress. The company is a "buy and hold", but there must be a reasonable buy, that we belive in area 100-105 dollars. This high quality and low Beta (0.75) share has an interesting dividend yeld of 3.4% and a solid financial position, that could be more desirable as a "safe heaven" in times of market turmoil....
Despite fourth quarter earnings were lower than market expectations, we look for earnings to advance 7% this year, to 2.25 dollars per share. We still belive that the Costa Ltd. acquisition should halt the decline in the reveues; this high quality low Beta (0.70) company can provide some downside protection in the event of further volatility in equity prices. Very...
MCD has released better than expected 4° quarter results. Foreign currency movements will likely be more of a problem in 2019 than in 2018. This top quality company equity's has a low Beta (0.80) could be suitable in a price swing market's. Our estimate for the earning per share in 2019 are between 8.15 and 8.30 dollars.
Total debt: 31.8 bilions $
The company made good progress over the past few years, and we belive that the merger with Twenty First Century will be closing soon, revamping its media platform, with a costs saving of 2 Bilions by 2021.
In our view there is an interesting trading range between 100,00 and 120,00 dollars.
If the stock will brake the triple top @ 120,00 dollars, our target price...
We belive that this year will be a "flat-mode" or a "wait-and-see".
The US economy is still tonic and the data on payrolls, unemployment and spending are positive. However, we believe it is possible that a slowdown in corporate earnings can change the Fed's course. Furthermore, the excessive uncertainties of Brexit, the EU and the commercial war with China could...
The company appears to be well positioned in markets with attractive growth potential, but can be vulnerable to a downturn in the global economy.
DWDP will split into 3 entities by june 2019. Inmteresting dividend yeld of 2.75%.
Total debt: 35.2 Bilions
Net profit: 7.2 Bilions (2017) and 8.8 Bilions (2018 est.)
Next earnings: Jan 31
The wireless standard for the next phone's generation 5G is one of the top interesting product that will be on every devices. We think that the first reveue of the new service will start to rump up in the first quarter of 2020.
Total debt: 16.4 Bilions
Net profit: 5.43 Bilions (2018)
For the fiscal year 2019 we estimate a total EPS of 3.95 $ (4.70 Bilions)
In our view the FED will be conditioned by exogenous factors such as monetary policy and trade war, brexit and political elections in the EU.
The growth of the US economy is good, but not so much as to justify an excess of interest rate hikes.