Stock market analysis : Equities
Rio Tinto plc : Back on track
The Anglo-Australian mining group's valuation has recovered in recent years.
April 18, 2024 at 10:14 am EDT
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...
April 17, 2024 at 02:07 pm EDT
Omnicom Group, Inc: Economic barometer
The world's number two in advertising and communications reported its first-quarter results yesterday.
April 17, 2024 at 07:38 am EDT
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...
April 17, 2024 at 04:50 am EDT
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%...
April 16, 2024 at 11:24 am EDT
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.
April 16, 2024 at 09:25 am EDT
Rightmove plc: Flickering on the radar
The most profitable company on the British market is trading at valuation multiples on their ten-year lows.
April 15, 2024 at 09:54 am EDT
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.
April 15, 2024 at 06:08 am EDT
Ingersoll Rand: A new era for the compressor manufacturer
Since its restructuring in 2020, Ingersoll Rand, a manufacturer of pumps and compressors, has outperformed its sector in terms of growth. This performance is the result of an aggressive acquisition...
April 15, 2024 at 05:16 am EDT
JPMorgan Chase & Co: The end of easy money
JPMorgan, which published its quarterly results last week, posted net income growth of 6%. Curiously, its shares fell even further at the end of the trading day.
April 15, 2024 at 05:12 am EDT
Globe Life, a fraudulent insurer?
On Thursday, Globe Life found itself at the heart of a scandal following damning revelations by Fuzzy Panda Research, a short-seller, highlighting widespread fraudulent practices. The insurer,...
April 12, 2024 at 06:08 am EDT
Constellation Brands, Inc: Cash machine
Among the major brewers, the producer of the famous Corona remains the best-valued.
April 12, 2024 at 05:49 am EDT
Penumbra, Inc. : The underdog in healthcare
Founded in 2004, Penumbra has grown into a global healthcare company specializing in innovative therapies. With over 4000 employees, the company offers products in more than 100 markets worldwide....
April 11, 2024 at 09:39 pm EDT
Napco Security Technologies: A small security champion
The aim of our Equity Focus section is to delve into the depths of the markets to highlight quality companies. That's what we're doing today with Napco, a small American player whose management is...
April 11, 2024 at 12:00 pm EDT
WD-40 Company: Market barometer
Last night, the famous rust inhibitor manufacturer published its half-year results.
April 10, 2024 at 09:16 am EDT
Lotus Technology beats its peers to the punch
Controlled by Chinese carmaker Geely and the L Catterton private equity fund linked to LVMH and Bernard Arnault, supercar maker Lotus Technology published its annual results yesterday.
April 09, 2024 at 10:00 am EDT
Lamb Weston Holdings, Inc: What happened?
On Thursday, the world leader in French fries lost 20% of its market value in the space of a few minutes.
April 08, 2024 at 05:36 am EDT
ITT: From SME, to Conglomerate, to Specialization
ITT, an American industrial manufacturer, is entering a phase of expansion after a decade of stagnation. The company's growth forecasts, rising shareholder returns and steadily improving margins could...
April 08, 2024 at 05:34 am EDT
Reddit, Inc: Bold parallels
Despite the skepticism of many observers, the IPO of the online community platform has met with some success. Its market capitalization is approaching $8 billion, a multiple of almost ten times sales.
April 08, 2024 at 05:22 am EDT
Nextracker Inc. : Relying on solar energy
Nextracker is a global leader in the solar tracking industry delivering intelligent trackers and software solutions to a diverse clientele across more than 30 countries. Betting on solar power as the...
April 04, 2024 at 04:20 pm EDT
NVIDIA Corporation : Silicon Valley wants to break Nvidia's CUDA software monopoly
Technology giant Nvidia, known for its cutting-edge artificial intelligence chips, finds itself at a crossroads. With a market capitalization of $2200 billion, the firm has established itself as the...
March 27, 2024 at 10:55 am EDT
How to learn from your mistakes with François Rochon
François Rochon has celebrated 30 years as a portfolio manager. This is an opportunity for us to take stock of his performance, review his investment philosophy and understand the lessons he passes...
March 26, 2024 at 11:11 am EDT
BlackRock launches tokenization on Ethereum - Crypt On It
BlackRock, the global asset management giant, is breaking new ground once again with the creation of the BlackRock USD Institutional Digital Liquidity Fund. In partnership with Securitize, this...
March 21, 2024 at 05:59 am EDT
