Tommy Douziech

Berkshire Hathaway Inc. : Warren Buffett prepares for the worst

Berkshire Hathaway, Warren Buffett's holding company, announced its third-quarter results on Saturday. Profits may have fallen, but cash holdings reached a new all-time high of $325 billion, an amount never before recorded for a private company. But why does Warren Buffett keep so much cash?

November 04, 2024 at 05:06 am

Universal Health Services: Some challenges to overcome

Universal Health Services, one of the leading providers of hospital and healthcare services in the United States, recently released its financial results for the third quarter of 2024. These results show a solid performance, marked by a significant increase in revenues and profits compared to the previous year. Nevertheless, the market is taking a rather negative view of these results.

October 28, 2024 at 06:24 am

SAP SE : Time to take profits?

SAP, a major player in enterprise software, recently published its financial results for the third quarter of 2024, confirming its position as market leader.

October 23, 2024 at 10:42 am

S&P 500 : Who's growing faster than the US?

The United States is posting 3% real GDP growth year-on-year through to the second quarter of 2024. This is stronger than most European countries (the Eurozone is at +0.6%), but some regions are still beating the US.

October 23, 2024 at 10:32 am

Intuitive Surgical: The Da Vinci Code

Intuitive Surgical, world leader in robot-assisted surgery, recently published its financial results for the third quarter of 2024. The company is once again surprising on the upside, and seems to have cracked the code thanks to Da Vinci, its flagship surgical systems acclaimed by the world's leading physicians.

October 21, 2024 at 11:30 am

Jeff Bezos: Lessons from an entrepreneurial life from A to Z

Jeff Bezos, the founder of Amazon, is a leading figure in global entrepreneurship. His rise to the top of what has become one of the giants of e-commerce and beyond illustrates an acute understanding of the mechanisms of success in the business world. His journey is rich in lessons for investors and entrepreneurs aspiring to replicate even a fraction of his success.

October 14, 2024 at 10:24 am

Sea Limited : E-commerce leader in Southeast Asia

Sea Limited is a leading Singapore-based and New York-listed technology company that has established itself as a major player in the consumer Internet sector since its inception in 2009.

October 10, 2024 at 10:45 am

Nike: A new strategy in Swoosh mode

At Nike, everything is in a state of flux. After the changes in the management committee at the end of September, the brand with the comma has to draw up its new roadmap. The new CEO, Elliott Hill, with his long experience at the American firm, has decided to postpone the investor day to fine-tune his strategy. In the meantime, results are disappointing and investors are asking questions.

October 02, 2024 at 11:29 am

Momentum Picks Q4 2024: 5 stocks for the fall season

Momentum Picks is a section designed for tactical investors who want to take advantage of a movement in stocks over the short-to-medium term (a few months). You'll find our new Momentum Picks selection at the start of each quarter (January 1, April 1, July 1 and October 1) on the MarketScreener website. Today, we propose our top 5 US equities for the fourth quarter of 2024 (beginning of October to end of December). Quality stocks with good fundamentals supported by buoyant momentum.

October 01, 2024 at 04:45 am

This indicator predicts an imminent recession

The inversion of the yield curve is a financial phenomenon that has attracted a great deal of attention for its ability to predict economic recessions. Historically, every U.S. recession has been preceded by a yield curve inversion, making it a crucial economic indicator. Since September, the yield curve has "disinverted", after months of inversion. This disinversion can sometimes be sign of recession, but it's not as reliable an inversion.

September 27, 2024 at 09:22 am

SharkNinja: A blend of power and stealth

Listed on the New York Stock Exchange just over a year ago, SharkNinja celebrated its first anniversary as a public company on July 31. Despite this young presence on the stock exchange, the stock has already posted an impressive straight-line rise of some 150%. The company may be moving slightly under the radar of analysts and journalists, but its operational and stock market performance is nonetheless impressive. Let's take a look at this profitable growth company that hides its game well.

September 18, 2024 at 11:16 am

Apple Inc. : AirPods become hearing aids and revolutionize the industry

Apple has taken the next step in integrating its users' health into its products. On Thursday, the company received approval in the United States to turn some of its wireless earphones, the AirPods, into hearing aids.

September 13, 2024 at 02:33 pm

Cash (flow) is king: 5 growth stocks

This article highlights five companies with strong free cash flow growth. Free cash flow refers to the cash generated from operations after subtracting the investments needed to maintain or expand production facilities.

September 10, 2024 at 01:41 pm

Alphabet, a still affordable ticket to AI

Alphabet, the parent company of Google, is an American technology conglomerate headquartered in Mountain View, California. Established in 2015, Alphabet was created to reorganize Google and separate its core businesses—online search and advertising—from its various innovative projects. Led by Sundar Pichai, Alphabet has grown its portfolio through strategic acquisitions, solidifying its leadership in the global tech industry. Learn more about this company in MarketScreener's Investor USA portfolio.

September 09, 2024 at 02:28 pm

Meituan Inc. : A leading platform in China

Meituan is a leading e-commerce technology and services company in China.

September 09, 2024 at 11:56 am

Pop Mart International: the craze is on

Pop Mart International is a Chinese company specializing in pop toys, with a strong focus on intellectual property (IP).

September 09, 2024 at 11:42 am

Veeva Systems: leader in cloud solutions for the life sciences industry

Veeva Systems is a leading provider of cloud solutions for the life sciences industry. Headquartered in Pleasanton, California, Veeva offers a range of software, data and consulting services designed to meet the specific needs of companies in this sector, from research and development (R&D) to commercialization. With a market capitalization of $35 billion and sales of $2.36 billion, Veeva is well positioned to continue to grow and innovate in this buoyant market, estimated at over $20 billion.

September 06, 2024 at 04:44 am

New purchases in the Asian portfolio

We are carrying out two new transactions in MarketScreener's Asian portfolio.

September 05, 2024 at 07:29 am

The low volatility strategy and the turtle paradox

Today, we're going to answer the question: is it possible to perform better by taking less risk? In particular, we're going to use the low volatility strategy to help you build a defensive, high-performance portfolio. Indeed, historical data shows that such portfolios often outperform benchmark indices during bear market phases, while offering comparable returns over the long term. As the low-volatility factor cannot be explained by risk (much to the dismay of Eugene Fama and Kenneth French, who left it out of their three- and five-factor models), it is comparable to the tortoise in Jean de La Fontaine's fable, which eventually overtakes the faster but less consistent hare. More importantly, a strategic allocation in favor of low-volatility equities has the potential to deliver an attractive risk/reward for investors.

August 27, 2024 at 11:28 am

Thematic list: Boring business

I'm reminded of what Peter Lynch said in his famous book "One Up On Wall Street", when he explained that companies operating in sectors considered boring are often undervalued.

August 22, 2024 at 07:57 am

Which U.S. stocks generated the highest long-term returns?

Hendrik Bessembinder's study, entitled "Which U.S. Stocks Generated the Highest Long-Term Returns?", offers an in-depth analysis of U.S. stock performance over a period of almost a century, from December 1925 to December 2023. Using the CRSP (Center for Research in Security Prices) database, this research examines compound rates of return on 29,078 publicly traded common stocks. The results reveal a strong asymmetry in the distribution of returns, with a small fraction of stocks generating extraordinary returns over long periods, while the majority perform poorly. This research is yet another reminder of the importance of the length of time stocks are held to maximize returns. Let's take a look at the lessons we can learn from this study.

August 21, 2024 at 09:59 am