Weekly Commentary: Dangerous Addiction
Again this week, it seemed rather obvious that QE and associated liquidity excess have severely distorted both global bond and…
Seeking Alpha
Snap’s manic Friday leads a Communications sector that was the week’s top performer
It was the week for Communications Services stocks to settle as the top-performing sector in the market, rising 3.3% as a group…
Proximus: A Belgian Telecom Player With A 7% Dividend Yield
Despite the generous yield, I’m not adding to my position as there are some uncertainties and the company’s future looks uninspiring….
Clarios International Finalizes U.S. IPO Plan
Clarios International has filed to raise $1.67 billion in an IPO, plus additional financing. The IPO is worth a close look. Find…
Electrolux: The Very Robust Balance Sheet Allows For A Dividend Hike
Electrolux reported a fine set of results in H1 2021 and remains very cheap despite the strong share price movements.
No Place Like Home
U.S. equity markets rebounded from an early-week dive. Click here to read about the latest Real Estate Weekly Outlook.
SPX FLOW zooms to top industrial gainer, while rocket maker Astra lands top loser tag
The top five gainers in the industrial sector (stocks with a market cap of over $2B):SPX FLOW (FLOW) + surged during the week…
Dole Proposes Terms For $559 Million U.S. IPO
DOLE is a slow growth rate company producing free cash flow, but I don’t see a major upside catalyst post-IPO. I’ll watch the…
A Decade Of Outperformance May Be Followed By A Decade Of Underperformance
The reflation trade is overcrowded as countries are reopening again. Uncertainties around the delta-variant are rising. Growth…
7.6% Yield, 32% Insider Ownership: Enterprise Products Partners
EPD is an undervalued high-yield gem of a stock that can easily double over the next 3 to 5 years.