Visa, Inc:  Network effect

Visa, Inc: Network effect

Yesterday, the payment network specialist published stunning financial results.
Our Logo April 26, 2024 at 05:39 am EDT
Stellantis N.V. :  Stellantis

Stellantis N.V. : Stellantis: A rolling business

At a time when Tesla is cutting 10% of its workforce to maintain margins in the face of fierce Chinese competition, the historic automakers are breaking records. Stellantis, which has long suffered...
Our Logo April 26, 2024 at 05:29 am EDT
Kadant Inc. :  Sustainable Industrial Growth

Kadant Inc. : Sustainable Industrial Growth

Kadant is a global supplier of technologies and engineered systems that drive Sustainable Industrial Processing. Its products and services aim helping clients to advance their sustainability...
Our Logo April 25, 2024 at 03:26 pm EDT
Trump Media & Technology Group Corp. :  Analyzing Trump Media? No way, thanks

Trump Media & Technology Group Corp. : Analyzing Trump Media? No way, thanks

Trump Media & Technology Group, the company that hosts Truth Social, the social network founded by Donald Trump, went public last month via a SPAC. Since then, the stock seems to have been shunned by...
Our Logo April 25, 2024 at 11:25 am EDT
Hermes:  The king and his crown

Hermes: The king and his crown

Another record quarter for the most successful company on the French stock exchange.
Our Logo April 25, 2024 at 09:32 am EDT
IBM:  Value destruction

IBM: Value destruction

Not much makes sense in this market any more - it's a familiar refrain that's been heard over and over again lately, and not necessarily to a fault.
Our Logo April 25, 2024 at 05:30 am EDT
Philip Morris International, Inc. delivers on its promises

Philip Morris International, Inc. delivers on its promises

Full steam ahead for the world's leading cigarette manufacturer, whose business model transition is running at full speed.
Our Logo April 24, 2024 at 05:14 am EDT
Sandvik AB:  New signal of recession in Europe

Sandvik AB: New signal of recession in Europe

The Swedish equipment manufacturer, which still generates half of its sales in the mining sector, published its first-quarter results yesterday.
Our Logo April 23, 2024 at 11:39 am EDT
Edwards Lifesciences Corporation:  The story continues

Edwards Lifesciences Corporation: The story continues

Born of a spin-off from Baxter International in the 2000s, Edwards Lifesciences specializes in medical devices, and more specifically in the cardiovascular field. Despite a rather mixed stock market...
Our Logo April 23, 2024 at 11:25 am EDT
AppLovin Corporation :  The future of app marketplace?

AppLovin Corporation : The future of app marketplace?

AppLovin, established in 2012, is a mobile technology company based in Palo Alto, California. The company provides a suite of tools for developers of all sizes to market, monetize, analyze, and...
Our Logo April 22, 2024 at 06:29 pm EDT
Procter & Gamble Company:  A winning strategy

Procter & Gamble Company: A winning strategy

The fast-moving consumer goods giant literally flew through the recent inflation spike.
Our Logo April 22, 2024 at 09:10 am EDT
Netflix:  The streaming pioneer looks for growth drivers

Netflix: The streaming pioneer looks for growth drivers

Yesterday, after the closing bell, Netflix published its results for the first quarter of 2024. Overall, they are good and above expectations. However, the market is greeting these figures with some...
Our Logo April 19, 2024 at 05:33 am EDT
Rio Tinto plc :  Back on track

Rio Tinto plc : Back on track

The Anglo-Australian mining group's valuation has recovered in recent years.
Our Logo April 18, 2024 at 10:14 am EDT
Boise Cascade Company :  Wood is your best bet

Boise Cascade Company : Wood is your best bet

Boise Cascade is one of the largest producers of engineered wood products and plywood in North America and a leading U.S. wholesale distributor of building products. Formed in 1957 through the merger...
Our Logo April 17, 2024 at 02:07 pm EDT
Omnicom Group, Inc:  Economic barometer

Omnicom Group, Inc: Economic barometer

The world's number two in advertising and communications reported its first-quarter results yesterday.
Our Logo April 17, 2024 at 07:38 am EDT
CVS, Cigna, Humana, UnitedHealth - Congress wants to clean up PBMs

CVS, Cigna, Humana, UnitedHealth - Congress wants to clean up PBMs

Pharmacy Benefit Managers are on the radar of both Republicans and Democrats in Congress, but have so far escaped any new litigation or reform that should have been included in last month's budget...
Our Logo April 17, 2024 at 04:50 am EDT
Hard times for Superdry and Dr. Martens

Hard times for Superdry and Dr. Martens

British fashion giants Superdry PLC and Dr. Martens fell by over 25% in London on Tuesday. The fall came in a markedly bearish market, with the FTSE 100, London's main stock market index, losing 1.2%...
Our Logo April 16, 2024 at 11:24 am EDT
UnitedHealth to get back on track soon

UnitedHealth to get back on track soon

Despite the recent hack, UnitedHealth reported better-than-feared first-quarter 2024 results. The outlook for 2024 has been maintained, reassuring the market.
Our Logo April 16, 2024 at 09:25 am EDT
Rightmove plc:  Flickering on the radar

Rightmove plc: Flickering on the radar

The most profitable company on the British market is trading at valuation multiples on their ten-year lows.
Our Logo April 15, 2024 at 09:54 am EDT
Brown-Forman Corporation:  Market sanction

Brown-Forman Corporation: Market sanction

The group that owns Jack Daniels has seen its share price fall back to the lows it occupied four years ago, at the height of the pandemic.
Our Logo April 15, 2024 at 06:08 am EDT