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About Kenneth
Kenneth Leon is global director of research and an industry analyst at CFRA. He is responsible for global analytical research and client servicing. As a subject matter expert, his industry research coverage includes Real Estate Investment Trusts (REITs), investment banking, private equity, and market exchange companies. Mr. Leon is a thought leader, and with the analytical team, provides ongoing in-depth research and communications to key customer segments. Additionally, he previously was a lead developer of the firm's ETF analytical research product and served as a member of the ETF Investment Portfolio Committee. Prior to joining CFRA, Mr. Leon spent over two decades in equity research with research leadership responsibilities at ABN Amro, Bear Stearns and Lehman Brothers. He was a three-time Institutional Investor All-Star for his coverage of wireless telecommunications services. Mr. Leon holds both a bachelor of science degree and an MBA from New York University.
Kenneth's Articles
American Homes 4 Rent (AMH) carries CFRA’s highest recommendation of 5-STARS, or “Strong Buy.” AMH properties appeal to households migrating from high-rise properties and high-cost states. Unlike the highly competitive multi-family residential market, we think AMH is best positioned in the single-family homes for rent (SFHR) market, which is benefiting from a major housing shortage and challenges of affordability to own a home, writes Kenneth Leon, analyst at CFRA Research.
Kenneth Leon
REITS
Tickers: AMH
Netflix (NFLX) carries CFRA’s highest investment recommendation of 5-STARS, or “Strong Buy”. We see an enhanced buying opportunity with NFLX’s recent share price correction as both the screenwriter guild and actor union strikes were headwinds, explains Kenenth Leon, analyst at CFRA Research.
Kenneth Leon
CONSUMER
Tickers: NFLX
We have a positive outlook on the diversified banks sub-industry, as we expect consumer and commercial loan activity to moderate but remain positive. Unlike most industries, banks also benefit from the Federal Reserve’s rate rise regime with higher net interest income, notes Kenneth Leon, analyst at CFRA Research.
Kenneth Leon
FINANCIALS
The Goldman Sachs Group Inc. (GS) earns CFRA’s highest investment recommendation of 5-STARS, or “Strong Buy.” Even in a risk-off environment, given the current stresses in the banking system, we think GS will gain wallet share in the next 12-18 months as markets improve in both investment banking and asset & wealth management, notes analyst Kenneth Leon, in CFRA Research’s flagship newsletter The Outlook.
Kenneth Leon
FINANCIALS
Tickers: GS