Results for “BofAML”

Related BofAML research on US tax reform Below we provide links to reports from our BofAML Global Research colleagues that address this topic. Economics: Global Watch: Will border adjustment lead to border battles? 18 January 2017 US Economic Weekly: Cutting taxes could be tax...

…fo Tech Industrials Real Estate Staples Health Care Info Tech m 15% tax rate mw 20% tax rate mw 25% tax rate Source: BofAML US Equity & Quant Strategy, FactSet, S&P Source: BofAML US Equity & Quant Strategy, FactSet, S&P Source: BofAML US Equity & Quant Strategy, FactSet, S&P...

… 2 io oO = oo] ® a S&P 500 ex. Fins. & Real Estate* Note: Overseas cash based on company disclosures where available, BofAML analyst estimates, and BofAML US Equity & Quant Strategy estimates using overseas sales as a guide where the former two were not available. For some comp...

2) BofAML analyst estimates on cumulative overseas profits or

…e basket is 5% with an average DPS CAGR of 7% and 1.8x covered. Table 3: European Yield Screen —- December 2016 Sedol BofAML ticker Company name Sector Divi Yield (>4%) DPS 2Y CAGR _Div'd Cover 426330 DNBHF DNB ASA Banks 42 23.9 20 B545MG XERSF SWISS RE AG Insurance 54 52 2.1 4...

Dec18 div futures are trading only 1.5% below BofAML

Hess replaces DVN as our energy stock on the BofAML US1 list.

…ld normal generating higher vol on upside and downside relative to large caps Vol and price technicals are attractive. BofAML commodity strategists oil target is $70/bbl but this is already priced in SXEP levels according to BofAML Oil & Gas equity analysts Position for a near-...

…nt allocation for select firms Exhibit 2: Offshore money fund USD asset holdings (Sbn) as of 9/30/16 (see footnote) per BofAML Rates team (as published 12/9/2016) — —_— . is AGENCY, Allocation* $0.28 ; i = Cash & MMF 8% CP &CD 5% Repo, Tsy & Agy 35% Corporate 36% Non-US Sov...

… private nonprofit educational facilities Education 660 Special Blue Cross/Blue Shield tax benefits Health 630 Source: BofAML US Equity & Quant Strategy, US Department of Treasury Immediate capex expensing should provide some initial cash tax benefits The shift to the immediat...

…e Tax Rate S&P 500 ex-High Eff Tax Beneficiaries List Rate List mChginPE esChginEPS Performance *Stocks identified by BofAML analysts as stimulus beneficiaries in 150 stocks with exposure to the Fiscal Stimulus theme 21 Aug. 2016 Source: FactSet, BofA Merrill Lynch US Equity &...

…(Vice President, Business Development at Alkanza), and Vaughn Bowman (Director, Managed Solutions Channel Management at BofAML). Each firm discussed the unique aspects of their individual business models and where they see the robo industry headed in the future. ¢ Broverman bro...

…% 1% *For some companies, total overseas cash may represent total accumulated overseas profits. Overseas cash based on BofAML analyst estimates or Bloomberg data from company disclosures. Note: This screen is not a recommended list either individually or as a group of stacks. I...

…ave increasingly agitated for companies to use their excess cash on pro-growth investments (namely capex.) According to BofAML’s latest Global Fund Manager Survey, 60% of investors want companies to increase capex spending, vs. 17% who want companies to return cash to shareholder...

total overseas cash may represent total accumulated overseas profits. Overseas cash based on BofAML analyst estimates or Bloomberg data from company disclosures.