Glencore has asset quality and diversification like no other
These strengths mean it will outperform competitors
But stock still trades at a discount to peers
Glencore's (LON:GLEN) (OTC:GLNCY) Q3...
Vale stock has taken a beating year-to-date
Underlying business likely to remain highly profitable
Returning capital to shareholders, despite the gloomy macroclimate
Stock is a low-risk bet
Vale...
Following the Kanye West scandal, Adidas shares plunged. But the stock has recovered all losses and rallied an additional 14%
The company is plagued by serious operational and reputational problems on...
Despite great earnings, Eni keeps trading at half the P/E multiple of its peers due to country/political risk
Operationally, Eni is doing well but it doesn't have an edge on its competitors
If...
Microsoft is down 30% YTD despite continued signs of resilience in face of recession
Office Suite, Azure, and cybersecurity record organic growth as companies prove reluctant to cut mission-critical...
Petrobras’ latest dividend is unprecedented, making for a 35% dividend yield
The run-off presidential election set for October 30th poses enormous risks to the company, as leftist candidate Lula...
Stellantis is best-in-class by profitability and produces solid FCF due to a strong management team
Often unnoticed, Stellantis is a top-3 player in the electric vehicle market with a great growth...
The macro climate and the realization that COVID growth rates were only temporary are severely damaging PayPal's stock
However, the company remains strong operationally and can continue to grow EPS at...
Total’s controversial stance on Russia is dragging down its stock
Having outperformed over the last decade, TTEF's fundamentals remain strong
It is key to the EU’s transition away from...
Oil’s late decline is sentiment-driven, not related to economic fundamentals
Supply is already at maximum capacity, with no short-term or long-term growth prospects
Any pick-up in demand will...