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
Nike Inc (NKE)
As you're no doubt aware Nike Inc is the largest supplier of athletic shoes, sporting equipment, and sporting apparel in the world. Its brand name...
22 October, 2020
Brookfield Renewable Partners (BEP)
At 12.05 pm last Sunday, for the first time ever, renewable energy met 100% of total energy demand for an entire Australian state. For...
15 October, 2020
The Big Cruise Lines – Are They A Buy Yet? (CCL, RCL, NCLH)
With the exception of possibly the airlines, the cruise line industry has suffered more than any other from the breakout of the coronavirus in 2020....
08 October, 2020
The Strongest Period of the Year for Equities
We have just started the final quarter of the year and fortunately for US equities, that period has been one of the most wonderful times of...
05 October, 2020
The Pandemic Portfolio – Update 5
On March 25th we published our Pandemic Portfolio of 24 stocks we thought would benefit from the new remote economy. It has been a while...
28 September, 2020
Snowflake (SNOW)
September 15th has been set as the date for what will likely be the largest IPO of 2020 and it is an exciting one. We are...
14 September, 2020
Huya Inc (HUYA)
With a global pandemic shutting down most domestic and international sporting events for much of 2020 it's been a tough year for sporting organisations around...
10 September, 2020
Molson Coors Beverage Company (TAP)
It's amazing to me that the market is at all-time highs whilst in the midst of a global pandemic. Many states in the US attempted...
03 September, 2020