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Fljh: not getting the cheapness of the yen

FLJH provides exposure to Japan without the risk of the Yen, with low expense ratios. Positive factors for Japan include a crackdown on caretaker mana...

October 9, 2023, 1:04 pm

Diversify into active foreign equities with tous

Is now the time to add an active foreign equities allocation? Investors have likely already considered ...

October 9, 2023, 11:45 am

British american tobacco: buy this decline, new categories' growth rate exceeds peers

BTI has had great success in renewing its tobacco portfolio, with the New Categories segment boasting an accelerated top-line CAGR of +32.89% from H1'...

October 6, 2023, 4:00 pm

Terreno realty (trno) sells industrial property for $18m

Terreno Realty (TRNO) disposes of an industrial property for $18 million in Hanover, MD, as part of its capital ...

October 6, 2023, 3:02 pm

As long term rates rise, eye active fixed income

Have you checked your fixed income allocations recently? The bond market is changing as we scroll the i...

October 6, 2023, 12:33 pm

Global ship lease: buy the dip on the common, sell the preferred

The shipping industry is volatile and unpredictable, but investing in companies with a forward backlog, such as GSL, improves stability and cash flow ...

October 6, 2023, 10:45 am

This fintech thinks its own stock is cheap

StoneCo announced a new 300 million Brazilian real share repurchase authorization this week. The news is a bigger deal than it seems at first glance c...

October 6, 2023, 7:15 am

Nrgx: change in mandate should drive a valuation rerating

PIMCO's Tactical Credit Opportunities Fund is changing its investment mandate to focus on multi-sector credit with a reduced ...

October 6, 2023, 6:32 am

Novartis: better margin visibility ex-sandoz

Ex-Sandoz, Novartis confirmed its yearly guidance and capital allocation priority (DPS growth and buyba...

October 6, 2023, 12:48 am

Fortive: interesting and well positioned conglomerate

Fortive Corporation's share price has remained largely stagnant since its spinoff from Danaher in 2016. The company's three segments focus on intellig...

October 5, 2023, 2:28 pm

Chart of week: advisors prefer short-term high-quality bonds

Advisors have choices to face with their fixed income allocation. Should they take on credit risk to be...

October 5, 2023, 12:29 pm

Mcdonald's (mcd) rewards investors with a 10% dividend hike

McDonald's (MCD) announces a 10% rise in its quarterly cash dividend. It remains steadfast in its capital allo...

October 5, 2023, 12:02 pm

Is at&t (t) exploring directv stake options for core focus?

The separation of the media assets is likely to offer AT&T (T) an opportunity to better align its communications business with a focused total return ...

October 5, 2023, 10:31 am

Exor: undervalued with world-class capital allocation skills

Family-owned holding companies like Exor have a strong track record of long-term success and outperforming the S&P 500. EXXRF's portfolio is focused o...

October 5, 2023, 12:49 am

Acadia healthcare: dive into price implied expectations, potential upside drivers

Investors continue to sell Acadia Healthcare Company, Inc. stock as it tests the bottom of its trading range and trades below its 50DMA. The investmen...

October 4, 2023, 10:57 pm

Floor & decor: gaining market share despite further sales decline

Floor & Decor has a clear capital allocation plan to widen moats and win market share, aiming for a 25-...

October 4, 2023, 10:27 pm

Splv: indebted sectors hurting 'low-volatility' stocks

Selling pressure in the equity market due to the rise in Treasury yields has hurt otherwise defensive and low-volatility sectors. SPLV remains somewha...

October 4, 2023, 9:48 pm

Chimera investment: why we rotated our allocation in the preferred suite

This week, we shifted our allocation within the mortgage REIT Chimera Investment preferred suite. The g...

October 3, 2023, 10:58 pm

Flrn: equity-like returns without the same risks

Portfolio managers and investors are seeking alternatives to the traditional 60/40 portfolio due to more stock-bond correlations and abysmal performan...

October 3, 2023, 9:32 pm

Xar: not the best bet on a $175 billion defense market

The conclusion of the financial year 2023 brought a surge in defense contract awards, reflecting the investment thesis for the aerospace industry. Inv...

October 3, 2023, 6:21 pm


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