Letters by company
Bank of New York Mellon Corp
5 letters discussing BNY. Everything written about it on this site is on its ticker page.
- Auxier Asset Management Auxier Report: Summer 2026 Auxier Focus Fund favored AI-infrastructure suppliers including Corning, Nvidia and Dell while warning that debt-funded data-center expansion, leverage and concentrated momentum exposure could reverse sharply. The portfolio also emphasized durable franchises such as Mastercard, Visa, Bank of New York Mellon, Philip Morris and Alphabet, and cited operational AI savings at UnitedHealth and other insurers. Second Quarter 2026 AMZN $2.9TBNY $103BDELL $217B
- Auxier Asset Management Auxier Report: Spring 2026 Auxier Focus Fund favored defense contractors, industrial reshoring beneficiaries and energy refiners amid the Strait of Hormuz disruption and rising military budgets. It defended software holdings including Intuit, Adobe and Microsoft, arguing that proprietary data, installed bases and durable management can offset AI-driven margin fears. First Quarter 2026 ADBE $95BBA $136BBNY $103B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 3rd Quarter 2026 Matrix Asset Advisors initiated Uber Technologies after autonomous-vehicle fears lowered its valuation, added to TE Connectivity and Qualcomm, and exited Nike and Intuit for more timely opportunities. The firm extended bond maturities modestly after higher Treasury yields, while warning that AI capital spending, elevated rates and weak housing could constrain growth. 3rd Quarter 2026 NKE $56BUBER $142B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $188BMCD $192B
- Auxier Asset Management Auxier Report: Winter 2025 Auxier Focus Fund favored undervalued, cash-generative businesses as healthcare, banks, AI infrastructure suppliers and foreign holdings rebounded. The manager defended positions in UnitedHealth, housing, energy and selected software companies, while warning that AI capital spending, leverage and speculative valuations could produce sharp reversals. Fourth Quarter 2025 FISV $34B
