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September 12, 2022
The Rubis thesis is playing out as expected in the medium term and some unit profit increases were achieved. See why we rate Rubis stock a clear buy.
September 7, 2022
The iShares MSCI Brazil ETF benefits from a Brazilian monetary authority that is addressing inflation with rate hikes. Click to read why we like EWZ.
September 7, 2022
Hillenbrand provides the equipment used in extrusion and injection molding to make all sorts of plastic parts, pipes, etc. See why I think HI stock is a buy.
September 6, 2022
IShares MSCI Hong Kong ETF (EWH) captures a lot of typical Hong Kong exposures including insurance but also a lot of real estate. Click here for a full investment analysis.
September 3, 2022
Ferrexpo's quarter went pretty well as per iron ore industry performance, limited primarily by logistics bottlenecks. Order books are reportedly building in the steel industry led by energy.
August 28, 2022
IShares MSCI South Korea Fund gets you exposed to IT hardware and some consumer discretionary companies. See why we take a pass on EWY ETF.
August 24, 2022
At some point, Energias de Portugal was a bargain, but now it is more reasonably priced. Read why I think there are better utility deals out there.
August 24, 2022
PGM prices are trending down and Anglo American Platinum follows PGM prices almost 1:1. See why it is better to avoid Anglo American Platinum stock.
August 24, 2022
JAPEX has been the second of two high conviction ideas that rely on operating assets trading for free. See how it benefits from rising natural gas prices.
July 31, 2022
Enel Chile's Q2 situation continues to trend downwards and spot price headwinds have continued to decimate EBITDA. See why we are bearish on ENIC stock now.