Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
The British building materials retailer Howden Joinery (OTCPK:HWDJF) has honed its business model over years and I like it. But a potentially worsening outlook...
Vodafone (NASDAQ:VOD) has reported improved operating trends recently, but a quick turnaround is not likely. Its shares are interesting for investors who are willing...
Thesis In my previous article about Carnival Corporation (NYSE:CCL), I estimated Carnival’s fair value to be $10.77 based on revenue projections for its lower...
By Tom Nelson, CFA, Head of Asset Allocation Portfolio Management, Franklin Templeton Investment Solutions; Miles Sampson, CFA, Lead Asset Class Analyst, Franklin Templeton Investment...
Thesis Pan American Silver (NYSE:PAAS) experienced strong reserve growth year over year. The primary driver was the deal with Yamana. The Jacobina mine, a...
““There’s been a 60-year campaign against unions by corporate America, by gazillionaires. When you see the numbers, people see that unions can help them....