Our thesis on the investment banking giant remains intact despite some blemishes in its first-quarter earnings.
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It wasn't the cleanest quarter, but there was plenty for investors to like.
This was a very strong quarter from Goldman Sachs, and any persistent weakness in its stock should be viewed as a buying…
We regularly right-size positions — even "own, don't trade" Apple — with our investment theses intact.
Shares of this company tumbled Tuesday after the CFO said some disappointing things about the U.S. business.
There are some puts and takes that explain why the stock isn't being punished more for the double miss.
We're peeling off some shares, which were bucking Wednesday's broader market decline.
