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1 ai stock to buy and forget
Amazon has vast exposure to artificial intelligence. The company has huge optionality on AI....
October 20, 2023, 5:15 pm
Ecb preview – keeping a tightening bias with optionality
Next week, ECB is widely set to be on hold in terms of policy rate changes for the first time since June last year. Since the September meeting, infla...
October 17, 2023, 2:43 pm
Koninklijke philips: hold for now
Exor recently entered Philips with a 15% equity stake (and optionality to arrive at 20%). PHG agrees to...
October 12, 2023, 12:10 am
Essilorluxottica is a perfect combination of tech, pharma, and fashion
EssilorLuxottica and Meta have unveiled the second generation of smart glasses, featuring live-streaming and AI applications. Better numbers in Essilo...
October 7, 2023, 7:54 am
Pampa energia: ride this stock into the argentinean elections
Ahead of another election cycle, Pampa Energia remains a safe and proven bet. Doubling down on unconventional plays via Vaca Muerta adds attractive lo...
October 2, 2023, 12:02 pm
Roche: positive readouts from pipeline
Roche has optionality to grow its pipeline with selective M&A and new partnerships. Read more to see a ...
September 20, 2023, 5:29 pm
Tko group analysts upbeat on the new fight club; pin ‘buy' rating on stock
UBS analysts kicked off coverage of TKO Group Holdings Inc with a ‘Buy' rating and a 12-month target price of $123 per share, calling the combinati...
September 15, 2023, 11:57 am
London stock exchange group: strength and breadth
London Stock Exchange Group's H1 results confirm a longstanding buy, given new partnerships and M&A optionality. The company's operating leverage is w...
September 2, 2023, 4:25 am
Softbank: a reliable dividend yielder with compelling new growth engines
SoftBank Corp. delivered another strong quarter overall. Complementing resilience on the telco side was solid progress on key growth initiatives. The ...
September 1, 2023, 7:50 am
Meta platforms: getting ready to rally toward its all-time highs
Meta Platforms stock is well-supported after its recent pullback. Buyers are getting pumped up to help push META toward its all-time highs. The advert...
August 24, 2023, 2:00 pm
Berkshire hathaway: cash is king
Cash has become a significant earnings stream for Berkshire Hathaway. It also provides downside protection and the ...
August 14, 2023, 5:34 pm
Sgov and usfr: follow warren buffett and buy treasuries
Fitch Ratings downgraded the United States' long-term sovereign credit rating from AAA to AA+ due to expected fiscal deterioration and high government...
August 6, 2023, 4:54 am
Gold futures end lower for the session, post a slight gain for the week
Gold futures settled lower on Friday, holding onto a slight gain for the week. “Gold traders have a lot of news to follow next week and that could s...
July 21, 2023, 1:59 pm
Smurfit kappa: resilient margin, a strong buy now
Smurfit Kappa reported a record Q1 driven by resilient box prices and easing input costs. The company's net debt/EBITDA ratio is at 1.2x, a 0.5x impro...
June 27, 2023, 2:58 am
Zalando: no longer priced for growth but return potential now favorable
Zalando investors have had a torrid time over the last year, and fundamentals likely aren't going to improve anytime soon. But with the business now a...
June 4, 2023, 1:32 am
Fed minutes: officials generally agreed that extent of further hikes less certain
Participants 'generally agreed' that the extent to which further hikes may be appropriate was less certainMany participants focused on need to maintai...
May 24, 2023, 6:01 pm
Fulcrum therapeutics: fshd steadily advancing in phase 3, optionality with scd
Crisis of confidence in prior management (related to full clinical hold in February for FTX-6058 in SCD) led to currently cheap valuation. New CEO (ap...
May 24, 2023, 2:15 pm
5e advanced materials completes assignment of salt wells project
Agreement releases 5E from contractual spending obligations while preserving operational and financial optionality, as well as future economic interes...
May 22, 2023, 11:13 pm
Fed's barkin: i like the optionality implied in the statement
Yesterday, Barkin said he's not yet convinced inflation is on a steady path downward.Most people I talk to anticipate a downturn in the coming monthsD...
May 16, 2023, 2:36 pm
Grab holdings: limited upside potential from current levels
GRAB has one of the leading superapps in Southeast Asia, which provides lots of optionality for the com...
May 1, 2023, 9:49 pm