How Much Longer Can This Bull Market Last?
It truly has been an unusual year in stock markets. When coronavirus rocked the world in February and March and indexes fell almost 30%, who...
23 December, 2020
Ford (F) (Update)
A report from BloombergNEF that came out earlier this year entitled "The Electric Vehicle Outlook 2020" aimed to predict how electrification, shared mobility and autonomous...
17 December, 2020
Yum Brands (YUM) and Yum China (YUMC)
With coronavirus cases picking up again across the US and much of Europe, a shudder has gone through the restaurant industry as it did during...
10 December, 2020
Skechers USA (SKX)
The Coronavirus pandemic has been both sweet and sour for the retail industry in 2020. For some who had their e-commerce offerings in order, it...
03 December, 2020
Citrix Systems (CTXS)
Over the last nine months, we have talked a lot about the transformation of the modern workforce, and the move away from the head office...
26 November, 2020
Betting on a Win with DraftKings
Sports betting is common in Australia but is in its infancy in the US. Prior to 2018 betting on the outcome of sports matches was...
23 November, 2020
Visa (V)
Visa, along with American Express (AXP) and Mastercard (MA) control just over 90% of every consumer transaction worldwide. Every time you or anyone else pays...
12 November, 2020
Align Technology (ALGN) The stock that makes us Smile
Align Technology (ALGN) reported sparkling results last week, pushing shares of the Invisalign orthodontics maker to a record high, and the future is even brighter. Business is...
30 October, 2020
The Pandemic Portfolio – Update 6
In the last week, we have seen spiking virus cases around the world. Some countries are now at record levels, even higher than when the...
29 October, 2020
Sturm, Ruger & Co (RGR)
Americans love their guns. Let me throw some stats at you to prove my, very obvious, point. The USA makes up 4% of the world's...
29 October, 2020