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Ideas of the Week
September 21, 2023
Time to sell this company caught in a real estate storm
While the property agency has recovered from downturns before, the current outlook looks particularly painful
September 21, 2023
Prepare for lower dividends from Rio Tinto
Iron ore is on the downswing as Chinese demand drops, but copper earnings should pick up some of the slack later this decade
September 20, 2023
A quality stock powered by a fair wind
This French manufacturing giant is outpacing its rival in both orders and deliveries
September 14, 2023
This specialist fund manager has bottomed out
Its niche focus and dividend yield should give investors hope the share price will soon revert to the mean
September 14, 2023
A bargain way to play both sides of the automotive shift
The European group is expanding its cathode and recycling operations as carmakers grow desperate for supply
September 07, 2023
Profit from surging R&D spending with this stock
This simulation software business appears engineered for the current macroeconomic moment
August 31, 2023
A consumer stock poised to fizz again
Recent acquisitions could recharge this iconic beverage business’s bottom line
August 31, 2023
A cheap small-cap trust for the (eventual) recovery
This trust offers truly global exposure to smaller companies, without betting the farm on growth
August 31, 2023
How a happy workforce can boost a company's profits
Research shows happier employees are more productive. Can investors factor this into investment decisions?
August 24, 2023
This property company is in the right place at the right time
The build-to-rent specialist offers a way into the unprecedented demand for rented homes, says Mitchell Labiak
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