Cornerstone Financial Advisory

DECEMBER 18, 2023

A few examples of non-taxable income are veteran’s benefits, disability pay for certain military or government-related incidents, worker’s compensation, and cash rebates from a dealer or manufacturer of an item you purchased. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Trade Brains

FEBRUARY 24, 2024

Under this segment the Company designs, manufactures, and services DC Power systems and Li-ion based energy storage solutions. Under this segment, Exocom manufactures EV Chargers for both residential and public charging stations and it has a market share of 60% and 25% respectively. The business spans India, Southeast Asia, and Africa.

Manufacturing 59

Manufacturing Engineering Management Marketing 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

Tuesday: Institute for Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. It increased 4.2%, well below the 7.3%

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Friday: Institute for Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Tuesday: Consumer Confidence. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), The forecasts also are subject to revision. VZ), Visa, Inc. (V), V), Alphabet, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Nationwide Financial

APRIL 10, 2023

Last week, PMI and ISM data disappointed, following a period of acceleration in expectations for services and manufacturing. trillion of debt due through 2025, with Morgan Stanley estimating that office and retail property valuations could fall 40%. News The economy continues to provide mixed signals between a soft and hard landing.

Marketing 59

Marketing Marketing Retail Banking 59

Cornerstone Financial Advisory

OCTOBER 30, 2023

Institute for Supply Managers’ (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. 5 This Week: Key Economic Data Wednesday: FOMC Announcement.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Monday: Institute for Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. This Week: Key Economic Data.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Jobless Claims.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

David Nelson

MAY 15, 2023

You’ve Got Mail The first origins of the internet go back as far as the 50’s as academia and the military explored new communication technologies. Who can deny the iPhone hasn’t changed the way we view communication? The party lasted another 4 years with their biggest gains yet to come.

Valuation 59

Valuation Communication Medicine Investing 59

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

1,2 Economic Data Unsettles Investors The four-day trading week got off to a rough start as weak manufacturing data reawakened recessionary fears. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. a Registered Investment Advisor.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

DECEMBER 11, 2023

One AI chip manufacturer announced a new AI chip, followed by a mega-cap tech company unveiling an enhanced version of its AI model for business use. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. a Registered Investment Advisor.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

JANUARY 8, 2024

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms. a Registered Investment Advisor.

Marketing 98

Marketing Marketing Taxes Economics 98

Trade Brains

JULY 14, 2022

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. Valuation Parameter (Rs in Cr).

Consulting 52

Consulting Healthcare Financial Services Valuation 52

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. manufacturing activity contracted in February–the fourth consecutive month it has done so. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. 4 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Lagging sectors were manufacturing, financial, and wholesale trade. Presented by Cornerstone Financial Advisory, LLC. in August and 5.2%

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Trade Brains

AUGUST 3, 2022

to aid the valuation of the company. BEML: Bharat Heavy Earth Movers is tasked with the manufacturing of heavy vehicles and equipment for different industries including mining, defence, and railways. It is involved in the manufacturing of various equipment and steel structures. It is majorly owned by the Government of India.

Transportation 52

Transportation Engineering Government Consulting 52

Dear Mr. Market

MARCH 17, 2024

5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings).

Investments 83

Investments Investing Portfolio Assets 83

Cornerstone Financial Advisory

AUGUST 29, 2022

Wall Street focused on Powell’s presentation in the hope it might provide greater clarity on future Fed direction, though his remarks ultimately went no further than restating past communications. Institute for Supply Management (ISM) Manufacturing Index. Job Openings and Turnover Survey (JOLTS). Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 3, 2023

Tuesday: Purchasing Managers’ Index (PMI)-Manufacturing. Institute of Supply Management (ISM) Manufacturing. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 1, 2024

5,6 This Week: Key Economic Data Monday: ISM Manufacturing Index. PMI Manufacturing Final. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Construction Spending.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. The MSCI EAFE index, which tracks developed overseas stock markets, lost 0.50%. The forecasts also are subject to revision.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 3, 2023

4 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Manufacturing. Institute for Supply Management (ISM) Manufacturing Index. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Wednesday: Factory Orders. FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 15, 2024

Empire State Manufacturing Index. Philadelphia Fed Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Housing Market Index. Industrial Production.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 17, 2022

companies from selling advanced semiconductor chips and related manufacturing equipment to China. Friday: Verizon Communications, Inc. (VZ), This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Sticky Inflation. increase 12 months ago. (UAL),

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

SEPTEMBER 20, 2017

While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI). Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation. Second, we keep a keen eye on valuation. We target position sizes between 0.5

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

SEPTEMBER 20, 2017

While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI). Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation. Second, we keep a keen eye on valuation. We target position sizes between 0.5

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Cornerstone Financial Advisory

OCTOBER 21, 2024

At the same time, a corporate report from one of the world’s largest chip manufacturing contractors revealed continued strong global demand for AI microchips. PM), Verizon Communications Inc. (VZ), Some of the most extensive financial stocks surprised on the upside, supporting a narrative that the economy remains strong.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

MAY 30, 2023

Institute of Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. This Week: Key Economic Data Tuesday: Consumer Confidence.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks weathered the news well but buckled on weak manufacturing and services data in subsequent days. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Institute for Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. That was lower than the third quarter’s 4.8% Jobless Claims.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

Purchasing Managers’ Index (PMI) Manufacturing. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Monday: Purchasing Managers’ Index (PMI) Composite. Factory Orders.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Purchasing Managers’ Index (PMI) Manufacturing. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Wednesday: Gross Domestic Product (GDP). Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Monday: Institute for Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. bond yields lower and boosting U.K. Tuesday: Factory Orders.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 29, 2024

Thursday: ISM Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Case-Shiller Home Price Index. Wednesday: Treasury Refunding Announcement. Jobless Claims.

Marketing 52

Marketing Marketing Taxes Pharmaceutical 52

Trade Brains

SEPTEMBER 21, 2023

The Company predominantly is a manufacturer of Tobacco products. They have a client base that is in sectors from Aerospace & Defence to Banking, Communications, Consumer Electronics to Healthcare. The Company currently trades at a PE valuation of 11.73x, which is slightly higher than its peer Maharatnas. Market Cap (Cr.)

Budgeting 59

Budgeting Electronics Healthcare Consulting 59