Adrien Chavanne

ETF of the week: Preferred Stocks, a mixed product between stocks and bonds

This ETF offers exposure to Preferred Stocks, which are widely used in the United States, but less so in Europe. These are hybrid financial securities that combine the characteristics of ordinary shares and bonds. Preferred stocks rank higher than ordinary shares in terms of payment in the event of the company's liquidation, but always lower than bondholders. In practice, they pay fixed dividends, known in advance, but in return they have no voting rights (or limited or conditional rights). It should be noted, however, that the securities making up the ETF presented below have fixed-rate yields, which has limited their appeal since the rise in interest rates. They do, however, offer a degree of stability thanks to regular income payments, especially as the securities are rated at least B3 on the basis of the average of the three rating agencies Moodys, S&P and Fitch.

March 28, 2024 at 11:26 am

Pool Corporation: Quality comes at a high price

Pool is the largest listed company in the pool industry. Its exceptional track record since its IPO nearly 30 years ago is worthy of our attention here.

March 15, 2024 at 06:21 am

CDW Corporation is as steady as a metronome

This Illinois-based company has one of the best growth records on the US market. The management team, exemplary in its management, is succeeding in the difficult field of IT hardware distribution.

February 26, 2024 at 05:19 am

Monolithic Power Systems, Inc: Quality at a price

MPS boasts a number of features that appeal to investors. The company is active in the technology field, growth is dazzling, margins are rising fast, the balance sheet is healthy, management is skilful and the communications team is no longer shy about promoting the group's activities in artificial intelligence. MPS was capitalized at just $1.3 billion in 2013. It is now worth $35 billion. Let's see how this multi-bagger got here.

February 22, 2024 at 10:31 am

ETF of the week: Dividend lovers are in luck

Dividend Aristocrats are companies that have been paying steadily rising dividends for many years. These generally mature companies direct the bulk of their profits to their shareholders. Historically, investing in Dividend Aristocrats offers better returns than the market.

February 09, 2024 at 11:54 am

Professor Powell loses his grip on investors

Dissipated students and a teacher who's a killjoy. Do you think he'll be kind enough to let us off the hook before the bell? After all, we've done our homework. And the grades aren't bad, so we're entitled to a bit of respite, aren't we? This is the situation in which investors find themselves, eager to put an end to the suspense surrounding the Fed's rate-cutting schedule. In the meantime, Professor Powell isn't exactly convincing.

February 07, 2024 at 11:23 am

Jack Henry & Associates, Inc: Growth and quality at a high price

In the age of artificial intelligence and content automation, improving operational efficiency is high on the corporate agenda. Jack Henry & Associates is at the heart of this theme. We'll refer to it as JH&A for simplicity's sake.

December 22, 2023 at 04:27 am

Incyte Corporation : Is a big change imminent?

Incyte is an company based in Wilmington, Delaware. It specializes in the research, development and marketing of drugs for blood-related diseases and cancer, as well as inflammatory disorders and dermatology.

October 26, 2023 at 10:00 am

The Simply Good Foods Company : The healthy trend gains in popularity

Does the Simply Good Foods Company, which specializes in protein-rich food products, deserve a place in your portfolio of high-growth businesses? Let's delve into the world of chocolate bars, protein supplements and low-glycemic brownies.

October 10, 2023 at 11:03 am

Kingspan Group plc : Steady growth

Kingspan is an Irish company and one of the world leaders in building insulation. Thanks to its expertise in a dynamic market, its outstanding management and its high-performance M&A division, Kingspan can easily be counted among the top growth and quality stocks. Let's take a closer look.

October 05, 2023 at 05:02 am

The TJX Companies : An uncertain future?

TJX is America's leading retailer of low-priced clothing and home furnishings. The group operates several banners, an asset that enables it to reach a wide audience.

September 29, 2023 at 09:50 am

Kerry Group plc : A champion of functional ingredients

Kerry Group plc is Ireland's second-largest market capitalization, second only to the airline Ryanair. Based in Tralee, a small town in the county that bears its name, Kerry Group is one of the world's leading suppliers of solutions for the food, beverage and pharmaceutical markets.

September 25, 2023 at 06:02 am

Ross Stores, Inc: a retailer in top form

Ross Stores specializes in affordable clothing and home furnishings, serving exclusively in the United States. Lately, it has gained popularity among households worried about their buying power and the impact of inflation.

September 14, 2023 at 07:10 am

RELX PLC : Champions of analytics

RELX is a UK-based provider of information content and analytical tools. It owns the world's largest platform for research publications. More concrete explanations in the analysis below.

September 06, 2023 at 11:32 am

Texas Roadhouse, Inc. : Roadtrip to the carnivores

Investors often have good taste when it comes to betting on US restaurant franchises. From McDonald's and Starbucks to Restaurant Brands International, owner of Burger Kings and Tim Hortons, there's no shortage of success stories on the stock market. As for industry outsiders such as Chipotle and Domino's Pizza, several places in the multi-bagger pantheon are dedicated to them. On today's menu, Texas Roadhouse.

August 17, 2023 at 10:51 am

Eramet: France's last mining company

Eramet is one of the most sensitive companies listed on the French stock exchange. Geopolitics, national sovereignty, environmental protection and internal struggles between shareholders and management make the cockatil explosive. But beyond these issues, Eramet holds strategic positions in the metals sector, with substantial exposure to steelmaking, and next year will be embarking on lithium extraction. A good opportunity to take a closer look.

July 31, 2023 at 09:11 am

Burberry: Britain's iconic luxury brand is ready for a new phase

Founded in 1856 and listed on the stock exchange since 2002, Burberry is operating in a highly competitive sector. The company is embarking on a new part of its strategic plan, aiming for a return to growth after a difficult period.

March 06, 2023 at 03:46 am

Aritzia Inc: North American fashion trendsetter

Aritzia designs and sells high-end clothing. The company has a physical presence in the United States, Canada and worldwide through its website. Focused on geographic expansion, online growth and quality branding, the company is evolving.

February 27, 2023 at 10:41 am

Apple's diversification strategy makes its first victims

Reducing costs, protecting innovations, moving away from dependence on China and controlling the end-to-end supply chain to minimize risk are all reasons for Apple to move forward with its strategy of outsourcing chip manufacturing.

January 12, 2023 at 10:49 am