Tommy Douziech

Ten key beauty players

The global beauty industry, with average annual growth of 5%, continues to captivate investors thanks to its consistent performance. This growth is underpinned by factors such as increasing demand for skincare products, which has outstripped make-up, and a growing trend towards increasingly high-end products. Despite economic challenges such as inflation, the sector has shown remarkable resilience, with growth of 8% in 2023. Analysts expect this positive trend to continue, making the beauty market an attractive investment for years to come. These are 10 of the biggest beauty players:

May 15, 2024 at 11:35 am

The anomaly behind gold

Gold, often seen as a safe haven in times of economic and geopolitical uncertainty, saw its price reach all-time highs in the first quarter of 2024. This rise was fuelled by growing global demand, particularly in Asia, and substantial purchases by central banks, with a notable increase in gold reserves. At the same time, gold mining companies, which maintain stable costs irrespective of gold price fluctuations, find themselves in a potentially lucrative position. This article explores the current dynamics of the gold market, the impact on gold mining companies and the outlook for investors, focusing particularly on the NYSE Arca Gold BUGS Index (HUI) and its implications for investing in the sector.

May 02, 2024 at 05:01 am

Growth at a reasonable price

Growth at a reasonable price (GARP) is an investment strategy that focuses on growth companies paying the right price, as the name suggests. It combines a Value approach with a Growth approach.

April 24, 2024 at 05:47 am

Netflix: The streaming pioneer looks for growth drivers

Yesterday, after the closing bell, Netflix published its results for the first quarter of 2024. Overall, they are good and above expectations. However, the market is greeting these figures with some skepticism. "Is this sustainable?" it asks. With 270 million subscribers worldwide, the streaming pioneer wants (and needs) to continue finding growth relays to justify its valuation.

April 19, 2024 at 05:33 am

Check out these 5 fast-growing companies

Growth stocks have been on a roll over the past 12 months. The "growth" investment style consists of investing in companies offering significant potential for growth in sales and earnings. Let's take a look at five companies with strong historical and projected growth over the next few years.

April 16, 2024 at 10:54 am

Copper, the metal of the future, caught in the crossfire

Copper, often considered a barometer of global economic health, is currently attracting the attention of investors. Spot copper is trading at around $8,700 a tonne at the beginning of April 2024.

April 11, 2024 at 11:36 am

Momentum Picks Q2 2024: 5 stocks for spring

Momentum Picks is a section designed for tactical investors who want to take advantage of short-term stock movements (from a few weeks to 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'll be offering our top 5 US equities for the second quarter of 2024 (beginning of April to end of June). Qualitative issues with good fundamentals supported by buoyant momentum.

April 02, 2024 at 08:46 am

Edgy Insights: The gross profitability premium

A study entitled "The other side of value: The gross profitability premium" challenges traditional stock market investment strategies. Value investing has taken on a new dimension thanks to this study, which shows how to improve stock market performance by coupling this management style with gross profitability analysis. Welcome to Edgy Insights, our format for popularizing research papers on finance, investment and portfolio management.

March 27, 2024 at 11:36 am

How to learn from your mistakes with François Rochon

François Rochon has celebrated 30 years as a portfolio manager. This is an opportunity for us to take stock of his performance, review his investment philosophy and understand the lessons he passes on to us through his annual letters.

March 26, 2024 at 11:11 am

Add a little SaaS to your life

The Software as a Service (SaaS) sector has grown rapidly, with a significant increase in the number of companies listed on the stock exchange. SaaS has become the dominant business model for software distribution, surprising many investors with its addressable market size and growth.

March 14, 2024 at 12:21 pm

Gold heads for new record highs

On Wednesday, gold prices fluctuated around record levels reached in the previous session, following comments by US Federal Reserve Chairman Jerome Powell, who suggested that interest rate cuts could continue in the coming months if inflation continues to recede.

March 07, 2024 at 09:41 am

DexCom is still in the running

Dexcom, based in San Diego, California, is a leading designer, manufacturer and distributor of continuous glucose monitoring (CGM) systems for people with diabetes and healthcare professionals. Dexcom's recent announcements have given a positive signal to the market.

March 07, 2024 at 04:49 am

Why do family businesses outperform?

Family businesses are a mainstay of the economy, from very small enterprises to large, publicly-listed multinationals, and are engines of stable job creation. However, it is difficult to define exactly what a family business is. Subjectivity plays a big part, and our laws don't always clearly distinguish family businesses from others. In general, a family business is held by its founder or descendants, whether through shares or voting rights, with no minimum percentage requirement. Let's take a look at the key factors in the success of family businesses.

March 05, 2024 at 11:19 am

Discover 5 fast-growing companies

Growth stocks have been on a roll over the past 12 months. The "growth" investment style consists of investing in companies offering significant potential for growth in sales and earnings. Let's take a look at five companies with strong historical and projected growth over the next few years.

March 01, 2024 at 06:06 am

Edgy Insights: The key factors of performance

What if we were wasting our time selecting stocks or market-timing? What if the real value lay elsewhere? An anthology study by Professors Brinson, Randolph Hood and Beebower deconstructs the attribution of US pension fund returns to understand where their performance comes from. Welcome to Edgy Insights, which offer an alternative look on research papers, investment and portfolio management.

February 27, 2024 at 12:19 pm

Sterling Infrastructure: The hidden AI trade

Sterling Infrastructure stands out in the U.S. construction sector, mainly in the South, Northeast, Rocky Mountain regions and Hawaii. The company focuses on three key segments: E-Infrastructure, Transportation and Building Solutions.

February 27, 2024 at 12:03 pm

Berkshire Hathaway: A new chapter

Warren Buffett, the renowned investor and CEO of Berkshire Hathaway, recently addressed his annual letter to the company's shareholders for the year 2023, sharing his thoughts and analysis on the company's results and the global economic landscape.

February 26, 2024 at 09:45 am

Nvidia: A new coin in the machine

Nvidia released its quarterly results for Q4 2024 (fiscal year off) yesterday evening after close of business. The GPU-accelerated computing pioneer reported record fourth-quarter revenues of $22.1 billion, up 265% year-on-year and 22% quarter-on-quarter. Over the full fiscal year, sales reached $60.9 billion, up 126%.

February 22, 2024 at 05:29 am

The latest transactions by star fund managers

Every quarter, the star fund managers of the US stock market publish their latest portfolio movements. This article is based on the 13Fs published each quarter on the SEC (Securities and Exchange Commission) website. These quarterly reports list the assets under management of investment managers or listed holding companies with control over more than $100 million in assets and who hold so-called long US positions. Form 13F covers Registered Investment Advisers (RIAs), banks, insurance companies, hedge funds, trust companies, pension funds and mutual funds. This report is published no later than 45 days after the end of the quarter concerned. This form only includes US or foreign positions listed in the US. Here is an analysis of the latest moves by legendary investors such as Warren Buffett, Terry Smith, Daniel Loeb, Chuck Akre, David Tepper, Howard Marks, Pat Dorsey, Seth Klarman, Bill Ackman, Mohnish Pabrai and François Rochon.

February 15, 2024 at 11:47 am

The top 30 Small-caps for 2024

Betting on these modestly-sized companies could prove to be a lucrative operation.

February 05, 2024 at 10:14 am

Super Micro Computer is getting a lot of attention

Super Micro Computer reported record growth and revised its outlook upwards (again). The provider of complete computing solutions for AI, cloud, storage and 5G/Edge, yesterday unveiled its financial results for the second quarter of fiscal 2024, which ended on December 31, 2023. Charles Liang, President and CEO, highlighted significant annual growth and an upward revision of revenue forecasts for the fiscal year.

January 30, 2024 at 10:43 am