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Search resuls for: "Roman Schweizer"


6 mentions found


☆ DOGE coming: Beware these stocks that get the most revenue from the government
  + stars: | 2024-11-24 | by ( Pia Singh | In | ) www.cnbc.com   time to read: +3 min
Investors should be wary of the impacts several companies may bear from the cost-cutting goals of President-elect Donald Trump's Department of Government Efficiency, or DOGE, according to TD Cowen. "The announcement of DOGE has led to concerns about future revenue and profitability of USG [United States government] contractors," analyst Roman Schweizer said in a Friday note to clients. "It is too early to estimate potential negative impacts to USG contractors given the limited results of prior USG reforms, but cuts are possible and there will be uncertainty for several months." In an effort to find companies that have the most at stake under potential DOGE actions, TD Cowen identified the publicly traded government contractors with the highest amount of dollars obligated in fiscal year 2023, both overall and by individual federal department. Pharmaceutical giants such as Merck , Humana and Pfizer could also be impacted by potential DOGE cuts, as the firm found they receive large sums of money primarily through contracts with the Department of Health & Human Services.
Persons: Donald Trump's, TD Cowen, DOGE, Roman Schweizer, Elon Musk's, Vivek Ramaswamy's, Musk, Tesla, Ramaswamy, Lockheed Martin, Schweizer, headcount Organizations: Donald Trump's Department, Government, USG, United, Street, Trump, Congress, U.S, Northrop Grumman, Lockheed, Dynamics, Boeing, NASA, Department of Defense, Department of State . Defense, Leidos Holdings, DoD, Pharmaceutical, Merck, Humana, Pfizer, Department of Health & Human Services Locations: United States
☆ U.S. and China preparing for long term strategic competition, says TD Cowen's Roman Schweizer
  + stars: | 2023-07-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. and China preparing for long term strategic competition, says TD Cowen's Roman SchweizerRoman Schweizer, aerospace and defense policy analyst at TD Cowen & Co, and Michael O’Hanlon, senior fellow at Brookings Institution, join 'The Exchange' to discuss Janet Yellen's trip to China, U.S. and China's economic relationship going forward, and the effort to ease international tensions.
Persons: Roman Schweizer Roman Schweizer, Michael O’Hanlon, Janet Yellen's Organizations: U.S, Cowen & Co, Brookings Institution Locations: China, U.S
☆ Defense stocks still have a good long-term setup, says Cowen's Roman Schweizer
  + stars: | 2023-02-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDefense stocks still have a good long-term setup, says Cowen's Roman SchweizerRoman Schweizer, Cowen defense and aerospace analyst, joins 'The Exchange' to discuss the state of national security and how it could affect defense stocks.
☆ Know what's in your ETFs: Balloon incidents put focus on aerospace and defense stocks
  + stars: | 2023-02-13 | by ( Jesse Pound | ) www.cnbc.com   time to read: +4 min
The flurry of unidentified objects that have been shot down over North America this month could bring yet another boost to aerospace and defense stocks, but investors looking to use ETFs should be aware of some key differences between the largest funds. While defense stocks have outperformed the broader market over the past year, in part due to the war in Ukraine, the latest shoot downs don't appear to have significantly moved the sector. The biggest fund on the market is the iShares U.S. Aerospace & Defense ETF (ITA) , with about $5 billion in assets under management. Another market-cap weighted fund is the Invesco Aerospace & Defense ETF (PPA) . The third fund on the market is the SPDR S & P Aerospace & Defense ETF (XAR) .
☆ A Chinese balloon over U.S. should concern us all, says Longview Global's Dewardric McNeal
  + stars: | 2023-02-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA Chinese balloon over U.S. should concern us all, says Longview Global's Dewardric McNealCowen’s Roman Schweizer and Longview Global’s Dewardric McNeal join 'The Exchange' to discuss defense stocks as U.S.-China tensions rise.
☆ U.S.-China relations just got more fragile
  + stars: | 2023-02-06 | by ( Evelyn Cheng | ) www.cnbc.com   time to read: +5 min
U.S. Secretary of State Antony Blinken indefinitely postponed his visit to Beijing due to a Chinese surveillance balloon flying over the United States. Brown | AFP | Getty ImagesBEIJING — U.S.-China relations look increasingly fragile, analysts say, after a now-downed Chinese balloon forced U.S. Secretary of State Antony Blinken to indefinitely postpone his trip to Beijing. "A key question is why the Biden administration decided to publicize this balloon but not previous [reported] ones," Wildau said. While discussion of the balloon — including memes — circulated on Chinese social media, China's official Chinese-language mouthpieces have been more muted so far. "That alone would mean the Chinese leadership would be more restrained and would not want to let this balloon situation blow out of proportion."
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