Great-West Lifeco is still digesting its recent acquisitions, and synergy benefits are being unlocked. Click here for my analysis of GWLIF and its prospects.Read full newsRead More

Dior's main asset is a 41% stake in LVMH, which it consolidates. Read why buying Dior makes more sense than buying LVMH.Read full newsRead More

After years of strong returns, 2022 was the worst year for global equities since the 2008 financial crisis. Read more here.Read full newsRead More

IRA seems to be the most headline-positive piece of legislation out there regarding addressing renewable and EV buildout.Read full newsRead More

For global equity investors, what's important is to identify broad trajectories of growth and inflation rates, and then to forecast turning points, or changes in those trajectories.Read full newsRead More

Concept of Metaverse evolved from a virtual gaming space to something that now encompasses a much broader range of applications (commerce, education, socializing & entertainment).Read full newsRead More

AWS's elongated sales cycle was not unique in the cloud provider market, since peers such as GOOG and MSFT reported a similar phenomenon. Click here to read more.Read full newsRead More

Changes are in store at Newpark, including a possible sale of the fluids business. NR is trading at an attractive valuation and should experience solid growth in 2023. Read more here.Read full newsRead More

Annual rebalancing and subsequent changes to the S&P 500 Dividend Aristocrats Index have produced a new list of 67 stocks called the Dividend Aristocrats. Click here to see them.Read full newsRead More