Top 5 Financial Stocks To Invest In 2023


Wall Street traded mixed Monday as the Dow Jones Industrial Average struggled to recover from its longest losing streak since February ahead of key readings on inflation and retail sales later this week.

Jim Cramer and TheStreet Senior Portfolio Analyst Jeff Marks talked about California's antitrust ruling on Apple vs. Epic Games and Chinese regulators' plan to breakup Alipay, the payment app owned by Alibaba's financial affiliate Ant Group.

Apple Vs. Epic

Apple  (AAPL) – Get Apple Inc. (AAPL) Report on Friday lost part of a contentious legal battle with “Fortnite” video game maker Epic Games in a California court ruling.

Apple was found to engage in anticompetitive conduct under California law, and will be forced to change its App Store policies and loosen its grip over in-app purchases following the federal court ruling. 

Top 5 Financial Stocks To Invest In 2023: Capital Southwest Corporation(CSWC)


Capital Southwest Corporation is a public investment firm specializing in venture capital and private equity investments in small and medium sized businesses. It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. The firm provides equity financing for expansion, growth capital, acquisition financings, management buyouts, and recapitalizations. It also provides capital to early stage companies. The firm invests in diverse industries across the United States with a focus on the Southwest, Southeast, Midwest and Mountain Regions. It seeks to invest between $5 million and $15 million and can co-invest up to $40 million. The firm prefers to invest in companies with revenues and enterprise values between $5 million and $100 million and an EBITDA between -$1 million and $10 million. It prefers to take long term position of 20 years in its portfolio companies and also acquires minority ownership stakes between 20 percent and 45 percent. The firm also provides follow-on financing. Capital Southwest Corporation was founded in 1961 and is based in Dallas, Texas.


Advisors’ Opinion:

  • [By Motley Fool Transcribers]

    Capital Southwest Corp  (NASDAQ:CSWC)Q3 2019 Earnings Conference CallFeb. 05, 2019, 11:00 a.m. ET

    Contents:
    Prepared Remarks Questions and Answers Call Participants
    Prepared Remarks:

    Operator

  • [By Logan Wallace]

    Advisors Asset Management Inc. decreased its stake in shares of Capital Southwest Co. (NASDAQ:CSWC) by 5.6% in the 2nd quarter, Holdings Channel reports. The firm owned 82,556 shares of the asset manager’s stock after selling 4,935 shares during the quarter. Advisors Asset Management Inc.’s holdings in Capital Southwest were worth $2,164,000 at the end of the most recent quarter.

  • [By Max Byerly]

    Capital Southwest (NASDAQ: CSWC) and TRIPLEPOINT VEN/COM (NYSE:TPVG) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, valuation, institutional ownership, risk, profitability, dividends and analyst recommendations.

Top 5 Financial Stocks To Invest In 2023: Weingarten Realty Investors(WRI)

Weingarten Realty Investors operates as a real estate investment trust (REIT). The company engages in the management, acquisition, and development of real estate. It operates in two segments, Shopping Center and Industrial. The Shopping Center segment engages in the acquisition, development, and management of real estate, primarily anchored neighborhood and community shopping centers located in Texas, California, Louisiana, Arizona, Nevada, Arkansas, New Mexico, Oklahoma, Tennessee, Kansas, Colorado, Missouri, Illinois, Florida, North Carolina, Mississippi, Georgia, Utah, Kentucky, and Maine. Its customer base includes supermarkets, discount retailers, drugstores, and other retailers. The Industrial segment engages in the acquisition, development, and management of bulk warehouses and office/service centers. Its properties are located in Texas, Nevada, Georgia, Florida, California, and Tennessee. As of June 30, 2005, Weingarten Realty Investors owned or operated under long -term leases, directly or through its interest in joint ventures or partnerships, a total of 350 developed properties and 3 properties that are in various stages of development. Its properties include 294 shopping centers and 59 industrial properties. Weingarten Realty Investors qualifies as a REIT for federal income tax purposes. As a REIT, it would not be taxed on the portion of its income, which is distributed to shareholders, provided it distributes at least 90% of its taxable income. The company was founded in 1948 and is based in Houston, Texas.


Advisors’ Opinion:

  • [By Stephan Byrd]

    Weingarten Realty Investors (NYSE:WRI) last announced its quarterly earnings results on Wednesday, February 20th. The real estate investment trust reported $0.55 earnings per share for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.02). The firm had revenue of $127.81 million for the quarter, compared to the consensus estimate of $123.99 million. Weingarten Realty Investors had a return on equity of 22.88% and a net margin of 80.35%. The company’s revenue for the quarter was down 8.3% compared to the same quarter last year. During the same period in the prior year, the business earned $0.60 earnings per share. On average, research analysts anticipate that Weingarten Realty Investors will post 2.29 EPS for the current fiscal year.


    TRADEMARK VIOLATION NOTICE: “Weingarten Realty Investors (WRI) Updates FY 2019 Earnings Guidance” was originally posted by Ticker Report and is the sole property of of Ticker Report. If you are reading this piece on another publication, it was stolen and republished in violation of US & international copyright and trademark law. The original version of this piece can be viewed at www.tickerreport.com/banking-finance/4167088/weingarten-realty-investors-wri-updates-fy-2019-earnings-guidance.html.

    About Weingarten Realty Investors

  • [By Ethan Ryder]

    Weingarten Realty Investors (NYSE:WRI) has been given an average recommendation of “Hold” by the fourteen ratings firms that are covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, eight have given a hold rating and four have issued a buy rating on the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $32.14.

Top 5 Financial Stocks To Invest In 2023: PS Business Parks Inc.(PSB)


PS Business Parks, Inc., a real estate investment trust (REIT), together with its subsidiaries, engages in the acquisition, development, ownership, and operation of commercial properties primarily multi-tenant flex, office, and industrial space. As of December 31, 2007, the company owned and operated approximately 19.6 million rentable square feet of commercial space located in Arizona, California, Florida, Maryland, Oregon, Texas, Virginia, and Washington, as well as managed approximately 1.4 million rentable square feet. It also owned approximately 6.4 acres of land in Northern Virginia; 14.9 acres in Portland, Oregon; and 10.0 acres in Dallas, Texas for the development of commercial properties. PS Business Parks has elected to be taxed as a REIT under the Internal Revenue Code and would not be subject to federal income tax to the extent it distributes at least 90% of its REIT taxable income to its shareholders. The company was founded in 1983. It was formerly known as P ublic Storage Properties XI, Inc. and changed its name to PS Business Parks, Inc. in 1998. The company is based in Glendale, California.


Advisors’ Opinion:

  • [By Shane Hupp]

    Get a free copy of the Zacks research report on PS Business Parks (PSB)

    For more information about research offerings from Zacks Investment Research, visit Zacks.com

  • [By Joseph Griffin]

    PS Business Parks (NYSE: PSB) and Apollo Commercial Real Est. Finance (NYSE:ARI) are both mid-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, valuation, dividends, institutional ownership, profitability, earnings and risk.

Top 5 Financial Stocks To Invest In 2023: Perella Weinberg Partners(PWP)


Perella Weinberg Partners provides investment banking services worldwide. The company offers strategic, financial, and tactical advice services in connection with executing complex mergers, acquisitions, company sales, and corporate divestitures, including carve-outs, joint ventures, and spin-offs, as well as relating to takeover preparedness and defense. It serves corporations, institutions, governments, sovereign wealth funds, and private equity investors. The company is based in New York, New York.

Advisors’ Opinion:

  • [By ]

    Perella Weinberg Partners (NASDAQ:PWP) and Franklin Resources (NYSE:BEN) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, analyst recommendations, earnings, valuation and risk.

  • [By ]

    Perella Weinberg Partners (NASDAQ:PWP) and Franklin Resources (NYSE:BEN) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, analyst recommendations, earnings, valuation and risk.

Top 5 Financial Stocks To Invest In 2023: Saratoga Investment Corp(SAR)


Saratoga Investment Corp. is a business development company specializing in buyout, acquisition, growth, recapitalization, and note financing transactions of private middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. It seeks to invest in the United States. The firm primarily invests in companies having EBITDA between $5 million and $50 million. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.


Advisors’ Opinion:

  • [By Stephan Byrd]

    Get a free copy of the Zacks research report on Saratoga Investment (SAR)

    For more information about research offerings from Zacks Investment Research, visit Zacks.com

  • [By Stephan Byrd]

    Saratoga Investment Corp (NYSE:SAR) – Equities research analysts at B. Riley dropped their Q3 2019 EPS estimates for shares of Saratoga Investment in a report issued on Thursday, August 23rd. B. Riley analyst T. Hayes now forecasts that the financial services provider will post earnings of $0.54 per share for the quarter, down from their prior forecast of $0.55. B. Riley also issued estimates for Saratoga Investment’s Q2 2020 earnings at $0.58 EPS.

  • [By Shane Hupp]

    Media stories about Saratoga Investment (NYSE:SAR) have trended somewhat positive on Friday, Accern Sentiment Analysis reports. The research firm rates the sentiment of press coverage by reviewing more than 20 million blog and news sources in real-time. Accern ranks coverage of companies on a scale of negative one to one, with scores nearest to one being the most favorable. Saratoga Investment earned a daily sentiment score of 0.07 on Accern’s scale. Accern also assigned press coverage about the financial services provider an impact score of 45.7589775169552 out of 100, indicating that recent press coverage is somewhat unlikely to have an impact on the stock’s share price in the immediate future.

  • [By Logan Wallace]

    Shares of Saratoga Investment Corp (NYSE:SAR) reached a new 52-week high and low on Friday after an insider bought additional shares in the company. The stock traded as low as $22.95 and last traded at $22.85, with a volume of 650 shares. The stock had previously closed at $22.70.

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