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Publicis Groupe: Outperformance, But Significant Overvaluation
Dear readers/followers, I've been covering Publicis Groupe (OTCQX:PUBGY) (OTCQX:PGPEF) for a number of years as one of the largest advertising…
Inflation slows further as economic growth wanes: Key takeaways from Eurozone flash PMI
The 'flash' PMI survey data for June provide an early snapshot of economic conditions in the euro area after the…
ARKG: A Genomics Play But Active Isn’t Adding Value (BATS:ARKG)
Genomics sits at the forefront of scientific innovation. The hastening pace of genetic discoveries has elevated genomics to the point…
Canada Goose: China Recovery And Price Increases Are Making Me Hopeful
For several quarters now, weaker consumer spending has splashed across financial headlines, especially with softer macro conditions in China, the…
COWZ June Reconstitution: 29 Substitutions Reshape $26 Billion Cash Cows ETF (BATS:COWZ)
Investment Thesis The Pacer US Cash Cows 100 ETF (BATS:COWZ) reconstituted after business close on Friday, substituting 29 stocks that…
MUB: Buy For The Tax-Equivalent Yield Of Nearly 6%, Stay For The Capital Gains (MUB)
iShares National Muni Bond ETF (NYSEARCA:MUB) is a popular way to add (tax-free) municipal bond exposure to a portfolio. This…
EMXC: A Beneficiary To Global Supply Chain Readjustment (NASDAQ:EMXC)
Introduction Tensions between China and the U.S. have risen considerably in the past few years. As a result, some investors…
PayPal: Apple Fears Overblown (NASDAQ:PYPL)
Apple (AAPL) just released some payment products with a potential direct impact on PayPal Holdings, Inc. (NASDAQ:PYPL) (NEOE:PYPL:CA). The global…