Adrien Chavanne

ETF of the week: Clean energies take off again

After several difficult years since covid, companies in the clean energy sector seem ready for a fresh start. The latest results from some of the sector's behemoths, notably Nextera and First Solar, have been very good. The outlook is also brighter now. Last week's offer by Brookfield for a stake in Neoen was no fluke either.

June 05, 2024 at 11:17 am EDT

5 high-potential US smallcaps

The growth stocks presented in this paper offer significant potential for sales and earnings growth. What's more, their financial health is optimal and their business model is solid. We discover Alamo, Myr, Simpson Manufacturing, Napco and Badger Meter.

June 05, 2024 at 10:54 am EDT

ETF of the week: Utilities play a role in the emergence of the IA

The utilities sector comprises companies that provide basic public services such as energy and sewage. They are generally characterized by low growth and stable margins. On the face of it, therefore, these companies would appear to be of little interest to an investor looking for long-term quality. But there's a catch. New technological advances and colossal computing power require a lot of energy. As a result, in recent weeks, these companies have rebounded strongly, as the chart below shows.

May 23, 2024 at 11:10 am EDT

Jim Simons: The king of algorithmic trading is no more

On May 10, Jim Simons, former head of Renaissance Technologies, passed away. For many years, this atypical man was one of the world's most recognized and successful financiers.

May 16, 2024 at 11:37 am EDT

ETF of the week: Mexico's future looks golden

A first in 20 years. China has been overtaken by Mexico as the USA's biggest trading partner. The deterioration in relations between Americans and Chinese since 2017 is largely responsible for this change. Donald Trump had imposed taxes on Chinese products, and his successor, Joe Biden, helped limit technology exchanges between the two countries. Mexico is now front and center and has the arguments (obvious relocation, affordable labor, geographical proximity) to benefit in the longer term.

May 02, 2024 at 05:08 am EDT

CSW Industrials, Inc: A smallcap with an exceptional track record

CSWI has an exceptional track record since spinning off from Capital Southwest Corporation in 2015. It is well worth a closer look...

April 30, 2024 at 05:25 am EDT

Edwards Lifesciences Corporation: The story continues

Born of a spin-off from Baxter International in the 2000s, Edwards Lifesciences specializes in medical devices, and more specifically in the cardiovascular field. Despite a rather mixed stock market performance since the highs reached in 2022, the company's financial statements are among the most admirable on the market. Let's take a look.

April 23, 2024 at 11:25 am EDT

ETF of the week: Diversifying into frontier markets

Frontier markets, also known as nascent markets and emerging markets of the future, refer to a group of countries with an established financial market, but whose market capitalization and liquidity are still relatively low. The potential for growth - and therefore the associated risk - is greater than in developed markets, since the stage of economic development is at an early stage.

April 19, 2024 at 04:58 am EDT

Napco Security Technologies: A small security champion

The aim of our Equity Focus section is to delve into the depths of the markets to highlight quality companies. That's what we're doing today with Napco, a small American player whose management is exemplary and whose positioning is highly intelligent.

April 11, 2024 at 12:00 pm EDT

Tesla: Who broke the machine?

The electric carmaker is in a bad way. Its share price fell more than 5% during the last session on Wall Street.

April 03, 2024 at 05:09 am EDT

Match: Autozone vs O'Reilly

It's often said that great rivalries stimulate competitiveness and excellence. Take the historic duels between inventors Nikola Tesla and Thomas Edison, tech icons Steve Jobs and Bill Gates, soccer legends Messi and Ronaldo, or soda giants Coca-Cola and Pepsi. Even in the less glamorous world of automotive parts and accessories, fierce competition is being waged in the USA between Autozone and O'Reilly Automotive, the two giants of the sector.

March 28, 2024 at 01:26 pm EDT

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 EDT

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 06:22 am EDT

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 EST

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 EST

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 EST

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 EST

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 EST

ResMed, Inc. continues to make headway in the sleep market

Resmed specializes in medical devices. After reaching its all-time highs during the covid, the company entered a period of decline that continues to this day. Yet growth is not destined to run out of steam.

December 11, 2023 at 05:55 am EST

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 EDT

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 EDT