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Performance Review NAVincrease, net CumIncept Ann Inception PF 2019 2020 2021 2022 YTD 2023 WBCP…
Investment thesis I initiate my coverage of The Estée Lauder Companies Inc. (NYSE:EL) with a…
Dear subscribers, Generally speaking, when something yields 10%+, you're well-served to stay away from it,…
Jonathan Mechanic was gazing at the sweeping view from the 22nd floor of One New…
Real estate (XLRE) continues to be one of the worst-performing sectors, -10.86% YTD, amid historically…
The eagle swoops so low that the outstretched arms in the audience momentarily recoil. Up…
Dear Investor, As we round the corner and head into the fourth quarter of 2023,…
I spot Boris Collardi beaming handsomely, one arm outstretched, on the terrace of Le Creux…
Introduction Great-West Lifeco Inc. (TSX:GWO:CA) (OTCPK:GWLIF) is one of Canada's largest financial services companies. It…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Investment Thesis In today’s article, I will explain the reasons for having added Johnson &…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in July 2023, discussing the sluggish stock…
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