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Thesis Big tech and AI have been the dominant themes of 2023, with the so called “Magnificent Seven” rallying hard. These companies dominate their...
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iFintechWorld
iFintechWorld
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A company of Manulife Investment Management, John Hancock Investment Management serves investors through a unique multimanager approach, complementing our extensive in-house capabilities with an...
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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A legend never dies. It returns in hybrid form with a price tens of thousands of dollars less than its predecessor — at least...
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Introduction Georgia-based Southern Company (NYSE:SO) is a utility I’ve always liked as a high-yield play. However, in the past two years, I started to...
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Introduction After the initial downturn during the pandemic times, the electronics boom happened. The demand for both consumer and enterprise electronics exploded as the...
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I have mentioned Western Copper and Gold (NYSE:WRN) in the past as an excellent copper/gold resource investment idea. The company owns the Casino mine...
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In my prior article on Citigroup (NYSE:C), I set out my thesis where I anticipated the stock would be up by 100% by the...
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Monetary policy is perhaps the main reason why foreign equities have the reputation of being somewhat unloved by U.S. investors. The gist is that...
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Investment Thesis Sibanye Stillwater (NYSE:SBSW) is a South African metals company with hopes of significant expansion in the next 5 years. Through investment in...
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Palantir Technologies (NYSE:PLTR) is suddenly one of the most over-hyped AI software plays around. The unliked enterprise software data play was so hated the...
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First, about the spot-on thing… I did not of course factor in the Fitch downgrade which started the selling on Thursday. My main premise...
