Adrien Chavanne

ETF of the week: Dare to invest in unlisted funds

Good investment ideas are increasingly hard to come by. AI does not yet seem to be able to bring profits to many companies, valuations of technology companies are rather stretched and the golden age of the sector may be over. Luxury goods are in turmoil, China is unable to accelerate sustainably, and inflation is still threatening everyone. Against this backdrop, where the golden thread is hard to find, there is an ETF that invests in private equity companies. These private equity firms specialize in acquiring stakes in or buying up unlisted companies.

September 18, 2024 at 03:47 pm IST

Overview of US food retailers

While Costco, Walmart, and Casey's are riding high at their all-time peaks, Dollar General, Dollar Tree, and Albertsons Companies are facing turbulent times. In this complex retail landscape, investing feels like a game of Russian roulette. Let's try to make some sense of it!

September 14, 2024 at 12:46 am IST

Are thematic ETFs useless?

Artificial intelligence, metaverse, weight-loss drugs, clean energies, ESG themes, medical equipment... In recent years, investors have shown a keen interest in specific sectors. However, these trends sometimes prove short-lived. And often, only a handful of companies manage to sustain their position over the long term, making thematic investing challenging to navigate.

September 06, 2024 at 02:43 pm IST

Watsco, Inc.: Among the best investments for over thirty years

Based in Florida, Watsco is the largest distributor of air conditioning, heating and refrigeration equipment in North America. Watsco has emerged as a viable alternative to industry-leading manufacturers such as Carrier Global, Daikin Comfort, Trane Technologies, Lennox and Mitsubishi Electric.

August 30, 2024 at 09:13 pm IST

Lululemon athletica Inc.: Disappointing publication

A surprising in-between session for the fitness brand. Its share price fell by 6% in early after-hours trading, before the trend reversed sharply. Bright green is set to take over when Wall Street opens.

August 30, 2024 at 07:54 pm IST

Lululemon athletica Inc. : disappointing publication but well-groomed appearance

A surprising in-between session for the fitness brand. Its share price fell by 6% in early after-hours trading, before the trend reversed sharply. Bright green is set to take over when Wall Street opens.

August 30, 2024 at 02:38 pm IST

Apple: Just about fine

Last night, the Apple brand published its third-quarter results for the year just ended. The figures weren't exactly stellar, but the outlook for the I.A. encouraged investors to remain confident.

August 02, 2024 at 07:05 pm IST

3 ETFs that performed well in the second quarter

The quarter to the end of June saw Western markets set new records. This is an opportunity to take stock of the best-performing ETFs. We have, however, excluded ETFs that are too small, due to illiquidity, and duplicates, given that several issuers offer roughly equivalent products.

July 23, 2024 at 07:39 pm IST

Two British holding companies with great potential

Halma and Diploma are two serial acquirers with a proven track record. Halma is twice the size of Diploma, both in terms of capitalization and revenues, but the potential is equally strong for both, as evidenced by analysts' high expectations for the coming years.

July 22, 2024 at 02:56 pm IST

This week's ETF: British midcaps may well wake up

British GDP rose again in the first quarter (+0.6%) after a complicated end to 2023, with two consecutive quarters of decline. The economy is performing better than the country's economists expected. Growth is set to continue this year. At the same time, the inflationary context is now more stable. Price rises are still hard to bear for many British households, and are above the ECB's 2% target, but they are slowing month by month.

July 18, 2024 at 02:27 pm IST

Paramount Global: Married at last

The suspense surrounding the future of the media group has come to an end with the agreement reached with Skydance Media, the production company of David Ellison, son of one of the co-founders of Oracle.

July 12, 2024 at 01:41 pm IST

Costco Wholesale Corporation : Like clockwork

The warehouse distribution giant got a good reaction to the announcement of an increase in annual membership fees.

July 11, 2024 at 08:33 pm IST

ETF of the week: Investing in strong trends with the momentum theme

The momentum factor refers to the tendency for stocks that have recently outperformed the market to continue to do so in the near future, and vice versa, until a catalyst changes this dynamic.

July 04, 2024 at 08:43 pm IST

Joe Biden: Doubt creeps in

There's panic in the Democratic camp just 4 months before the US presidential election. Joe Biden showed clear signs of fatigue during a debate with Donald Trump. The media and his party, which until now had refused to face the facts, can no longer hide their unease.

July 04, 2024 at 06:41 pm IST

Motorola Solutions: The former smartphone champion is in top form

The 2000s were marked by large-scale technological developments. This was obviously the case for smartphones, which many still called cell phones. Motorola was one of the main market players, along with Nokia. Then the iPhone and processor architecture revolution turned things upside down. But the group managed to reinvent itself, and did so without smartphones. Its stock market performance since its restructuring has been nothing short of exceptional.

July 03, 2024 at 07:53 pm IST

Traton SE : One of the heavyweights in road transport

With sales of almost 47 billion euros last year, this German group is the world's second-largest producer of trucks and buses. The stock has already appreciated by 52% since the beginning of the year, reaching a more reasonable valuation than in the past. The potential is undoubtedly not yet exhausted, given that earnings prospects are still strong for the next few years. On top of this, Traton offers a very comfortable dividend yield.

June 14, 2024 at 03:14 pm IST

Breakdown in the peloton!

The acceleration of the OpenAI-Apple peloton wreaked havoc on a number of riders, including Elon Musk, who, in his usual style, was quick to criticize his opponents and show his wicked wit. The other runners, who were as solid as rocks (Nvidia, Alphabet and Microsoft spring to mind), easily kept up with the leaders all the way to the finish.

June 13, 2024 at 09:54 pm IST

ETF of the week: Clean energies take off again

After several difficult years since covid, companies in the clean energy sector seem ready for a fresh start. The latest results from some of the sector's behemoths, notably Nextera and First Solar, have been very good. The outlook is also brighter now. Last week's offer by Brookfield for a stake in Neoen was no fluke either.

June 05, 2024 at 08:47 pm IST

5 high-potential US smallcaps

The growth stocks presented in this paper offer significant potential for sales and earnings growth. What's more, their financial health is optimal and their business model is solid. We discover Alamo, Myr, Simpson Manufacturing, Napco and Badger Meter.

June 05, 2024 at 08:24 pm IST

ETF of the week: Utilities play a role in the emergence of the IA

The utilities sector comprises companies that provide basic public services such as energy and sewage. They are generally characterized by low growth and stable margins. On the face of it, therefore, these companies would appear to be of little interest to an investor looking for long-term quality. But there's a catch. New technological advances and colossal computing power require a lot of energy. As a result, in recent weeks, these companies have rebounded strongly, as the chart below shows.

May 23, 2024 at 08:40 pm IST

Jim Simons: The king of algorithmic trading is no more

On May 10, Jim Simons, former head of Renaissance Technologies, passed away. For many years, this atypical man was one of the world's most recognized and successful financiers.

May 16, 2024 at 09:07 pm IST