Adrien Chavanne

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 10:09 am

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 05:25 am

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 04:56 am

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 04:11 am

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 11:03 am

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 11:12 am

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 09:11 am

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 10:22 am

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 05:44 am

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 12:24 pm

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 11:17 am

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 10:54 am

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 11:09 am

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 11:36 am

ETF of the week: Mexico's future looks golden

A first in 20 years. China has been overtaken by Mexico as the USA's biggest trading partner. The deterioration in relations between Americans and Chinese since 2017 is largely responsible for this change. Donald Trump had imposed taxes on Chinese products, and his successor, Joe Biden, helped limit technology exchanges between the two countries. Mexico is now front and center and has the arguments (obvious relocation, affordable labor, geographical proximity) to benefit in the longer term.

May 02, 2024 at 05:08 am

CSW Industrials, Inc: A smallcap with an exceptional track record

CSWI has an exceptional track record since spinning off from Capital Southwest Corporation in 2015. It is well worth a closer look...

April 30, 2024 at 05:25 am

Edwards Lifesciences Corporation: The story continues

Born of a spin-off from Baxter International in the 2000s, Edwards Lifesciences specializes in medical devices, and more specifically in the cardiovascular field. Despite a rather mixed stock market performance since the highs reached in 2022, the company's financial statements are among the most admirable on the market. Let's take a look.

April 23, 2024 at 11:25 am

ETF of the week: Diversifying into frontier markets

Frontier markets, also known as nascent markets and emerging markets of the future, refer to a group of countries with an established financial market, but whose market capitalization and liquidity are still relatively low. The potential for growth - and therefore the associated risk - is greater than in developed markets, since the stage of economic development is at an early stage.

April 19, 2024 at 04:58 am

Napco Security Technologies: A small security champion

The aim of our Equity Focus section is to delve into the depths of the markets to highlight quality companies. That's what we're doing today with Napco, a small American player whose management is exemplary and whose positioning is highly intelligent.

April 11, 2024 at 11:59 am

Tesla: Who broke the machine?

The electric carmaker is in a bad way. Its share price fell more than 5% during the last session on Wall Street.

April 03, 2024 at 05:08 am

Match: Autozone vs O'Reilly

It's often said that great rivalries stimulate competitiveness and excellence. Take the historic duels between inventors Nikola Tesla and Thomas Edison, tech icons Steve Jobs and Bill Gates, soccer legends Messi and Ronaldo, or soda giants Coca-Cola and Pepsi. Even in the less glamorous world of automotive parts and accessories, fierce competition is being waged in the USA between Autozone and O'Reilly Automotive, the two giants of the sector.

March 28, 2024 at 01:26 pm