News
How Strong Financial Policies Are Set To Shield Telcos From Economic Turbulence
By Jan Frederik Slijkerman The EU telecom industry needs more meat on the bones It's no secret that several European…
FLBR: Skeptical View As Inflation Nears Target (NYSEARCA:FLBR)
Investment Thesis I am downgrading my recommendation to hold the Franklin FTSE Brazil ETF (NYSEARCA:FLBR). In recent months, there has…
Chinese Bust Cycle Is Contagious
From 2019 to 2022, rounds of “free” money courtesy of central banks and governments fuelled gullibility and blind risk-taking in…
What I Wish I Knew Before Becoming A Stock Picker
As many of my regular readers know, I like to pick my own stocks rather than invest in broadly diversified…
CGBL: An All-Weather ETF To Balance Your Portfolio (NYSEARCA:CGBL)
The Capital Group Core Balanced ETF (NYSEARCA:CGBL) is a non-diversified fund that focuses on giving investors an equities-heavy mix of…
Spotify Stock: Why We Remain Confident In The Position We’ve Built (NYSE:SPOT)
The following segment was excerpted from this fund letter. Back in our 2022 year-end letter, we highlighted Spotify (NYSE:SPOT), which…
Nomad Preparing For A Good 2H24, With Volume Recovery, And The Stock Is A Buy (NYSE:NOMD)
Nomad Foods (NYSE:NOMD) 2Q24 results showed a positive inflection, with volumes growing for the first time in 3 years. The…
Broyhill’s Q2 2024 Top Five Investments
The following segment was excerpted from this fund letter. Top Holdings Our top five investments represented roughly 50% of the…