Adrien Chavanne

There's no stopping ETFs

2024 should be a record year for ETFs, especially in Europe, where inflows should be better than in 2021, the benchmark year which was exceptional.

December 04, 2024 at 12:05 pm

Why be wary of dividend yields?

Investing in shareholder-friendly companies might sound straightforward, but it's a bit more nuanced than it appears. The key is ensuring that the share price remains robust.

December 04, 2024 at 05:48 am

ETFs that guarantee your capital 100%? They do exist!

Issuers are now offering products that guarantee your capital in the event of a market downturn. In return, your performance is capped.

November 28, 2024 at 11:25 am

Is the S&P 500 overvalued?

Based on a study by Factset Insight, the aim of this paper is to highlight a few graphs concerning S&P 500 companies: is the index overvalued? How do company forecasts compare with analysts' expectations? Is international or US exposure preferable? Let's find out.

November 22, 2024 at 11:46 am

Target Corporation: Unexpected decline

The consumer giant collapsed by 20% in Wall Street trading. Walmart's good results yesterday did not suggest any such surprise.

November 20, 2024 at 12:01 pm

ETF of the week: Focus on the American old guard

Donald Trump's election has given a further boost to US indices. At the same time, a gap is widening between the US and European and Asian markets, which are worried about the repercussions of the future policies pursued by the 47th American president.

November 20, 2024 at 11:14 am

H. Lundbeck A/S : Lundbeck: possible rebound given outlook

Lundbeck is a Danish laboratory specializing in the treatment of psychiatric and neurological disorders. The group has an international presence and a solid portfolio of drugs already on the market and in development.

November 20, 2024 at 04:39 am

Novo Nordisk A/S: Volatility continues unabated

Novo Nordisk published its third-quarter results yesterday morning. The stock initially soared, before giving up most of its gains (closing at +0.55%). This morning, the stock is down nearly 3%.

November 07, 2024 at 12:28 pm

Morningstar, Inc: Overvalued?

Known to the general public for its ETF ratings, Morningstar is an expert in data for the financial sector. The company is experiencing rapid growth, but margins are struggling to keep pace. At the same time, valuations are still holding at impressive levels.

November 04, 2024 at 09:58 am

How do JPMorgan, Citigroup, Morgan Stanley and Wells Fargo differ?

The big banks have shaped the American economy over the last few decades. Seven of them have a capitalization in excess of $100 billion: JPMorgan, Bank of America, Morgan Stanley, Wells Fargo, Citigroup, Goldman Sachs and Charles Schwab. In this paper, we attempt to sort out the differences and links between these institutions.

October 22, 2024 at 10:38 am

ETFs : Who will benefit from the outcome of the US presidential election?

The election of the future President of the United States is less than three weeks away, on November 5. On this occasion, we ask which ETFs could benefit from the election of Donald Trump or Kamala Harris.

October 17, 2024 at 12:21 pm

Another setback for US health insurers

The situation is decidedly complicated for health insurers in the United States. While UnitedHealth, the sector's biggest player, lost 8% the day before yesterday, Elevance Health, a company worth $115 billion in New York and with sales of $170 billion, is now down 14% on Wall Street. The company is dragging Molina and Centene down with it.

October 17, 2024 at 11:21 am

Old Dominion vs Saia: who's got the edge?

The two pure-players of LTL transport in the USA have accustomed investors to outperforming the market in recent years. So, when growth slows, questions arise. But beyond this slowdown, we seek to understand what differentiates these two groups.

October 11, 2024 at 05:43 am

NO, NO, stay in the air!

For the past two years, investors have been searching for the balance between a monetary policy capable of curbing inflation and a satisfactory US economic dynamic. A complex challenge to meet, even if things haven't gone so badly: the world's leading economy could avoid coming to a standstill. The No Landing theory is gaining ground.

October 10, 2024 at 10:14 am

AMETEK, Inc: Regularity is key

Ametek specializes in the manufacture of electronic instruments and electromechanical devices for a multitude of applications. The company, headed by David Zapico, a native of the region who joined Ametek in the 1990s as an engineer, has achieved an excellent balance between growth and increased profitability.

October 07, 2024 at 09:41 am

Intuit Inc. On the road to recovery?

Intuit is easily one of the best performers on the US stock market since the financial crisis of 2008-09. The company, with a market capitalization of $175 billion, continues to grow at a breathtaking pace. Let's take a look.

October 03, 2024 at 10:36 am

Goeasy Ltd. : Canada's nugget?

GoEasy is a Canadian company specializing in loans to so-called non-prime consumers, i.e. those who have difficulty accessing credit from traditional banks and financial institutions.

September 30, 2024 at 11:05 am

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 06:17 am

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 13, 2024 at 03:16 pm

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 05:13 am

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 11:43 am