This article was written by Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose...
This article was written by Follow Power Hedge has been covering both traditional and renewable energy since 2010. He targets primarily international companies of...
Introduction Great-West Lifeco Inc. (TSX:GWO:CA) (OTCPK:GWLIF) is one of Canada’s largest financial services companies. It has a strong focus on health insurance, life insurance,...
Investment Thesis In today’s article, I will explain the reasons for having added Johnson & Johnson (NYSE:JNJ) and Main Street Capital (NYSE:MAIN) to The...
Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality and durability,...
We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in July 2023, discussing the sluggish stock movement after the previous FQ2’23 double beat and raised...
The following segment was excerpted from this fund letter. Tecnoglass Inc (NYSE:TGLS) Tecnoglass is a vertically integrated manufacturer, supplier, and installer of architectural glass,...
Investment Thesis Cars.com (NYSE:CARS) had a strong run post-COVID as improving car inventory levels and vehicle sales lead to an improvement in dealer spends....
The US dollar was mixed last week. One would have thought, based on the geopolitical tensions, the stronger-than-expected US economic data resulted in upward...
Emerging market central banks responded quicker to inflation and remain in better shape financially than developed markets, and EM bonds may add resilience to...