Tommy Douziech

Check out these 5 fast-growing companies

Growth stocks have been on a roll over the past 12 months. The "growth" investment style consists of investing in companies offering significant potential for growth in sales and earnings. Let's take a look at five companies with strong historical and projected growth over the next few years.

April 16, 2024 at 10:54 am EDT

Copper, the metal of the future, caught in the crossfire

Copper, often considered a barometer of global economic health, is currently attracting the attention of investors. Spot copper is trading at around $8,700 a tonne at the beginning of April 2024.

April 11, 2024 at 11:36 am EDT

Momentum Picks Q2 2024: 5 stocks for spring

Momentum Picks is a section designed for tactical investors who want to take advantage of short-term stock movements (from a few weeks to a few months). You'll find our new Momentum Picks selection at the start of each quarter (January 1, April 1, July 1 and October 1) on the MarketScreener website. Today, we'll be offering our top 5 US equities for the second quarter of 2024 (beginning of April to end of June). Qualitative issues with good fundamentals supported by buoyant momentum.

April 02, 2024 at 08:46 am EDT

Edgy Insights: The gross profitability premium

A study entitled "The other side of value: The gross profitability premium" challenges traditional stock market investment strategies. Value investing has taken on a new dimension thanks to this study, which shows how to improve stock market performance by coupling this management style with gross profitability analysis. Welcome to Edgy Insights, our format for popularizing research papers on finance, investment and portfolio management.

March 27, 2024 at 11:36 am EDT

How to learn from your mistakes with François Rochon

François Rochon has celebrated 30 years as a portfolio manager. This is an opportunity for us to take stock of his performance, review his investment philosophy and understand the lessons he passes on to us through his annual letters.

March 26, 2024 at 11:11 am EDT

Add a little SaaS to your life

The Software as a Service (SaaS) sector has grown rapidly, with a significant increase in the number of companies listed on the stock exchange. SaaS has become the dominant business model for software distribution, surprising many investors with its addressable market size and growth.

March 14, 2024 at 12:21 pm EDT

Gold heads for new record highs

On Wednesday, gold prices fluctuated around record levels reached in the previous session, following comments by US Federal Reserve Chairman Jerome Powell, who suggested that interest rate cuts could continue in the coming months if inflation continues to recede.

March 07, 2024 at 09:41 am EST

DexCom is still in the running

Dexcom, based in San Diego, California, is a leading designer, manufacturer and distributor of continuous glucose monitoring (CGM) systems for people with diabetes and healthcare professionals. Dexcom's recent announcements have given a positive signal to the market.

March 07, 2024 at 04:49 am EST

Why do family businesses outperform?

Family businesses are a mainstay of the economy, from very small enterprises to large, publicly-listed multinationals, and are engines of stable job creation. However, it is difficult to define exactly what a family business is. Subjectivity plays a big part, and our laws don't always clearly distinguish family businesses from others. In general, a family business is held by its founder or descendants, whether through shares or voting rights, with no minimum percentage requirement. Let's take a look at the key factors in the success of family businesses.

March 05, 2024 at 11:19 am EST

Discover 5 fast-growing companies

Growth stocks have been on a roll over the past 12 months. The "growth" investment style consists of investing in companies offering significant potential for growth in sales and earnings. Let's take a look at five companies with strong historical and projected growth over the next few years.

March 01, 2024 at 06:06 am EST

Edgy Insights: The key factors of performance

What if we were wasting our time selecting stocks or market-timing? What if the real value lay elsewhere? An anthology study by Professors Brinson, Randolph Hood and Beebower deconstructs the attribution of US pension fund returns to understand where their performance comes from. Welcome to Edgy Insights, which offer an alternative look on research papers, investment and portfolio management.

February 27, 2024 at 12:19 pm EST

Sterling Infrastructure: The hidden AI trade

Sterling Infrastructure stands out in the U.S. construction sector, mainly in the South, Northeast, Rocky Mountain regions and Hawaii. The company focuses on three key segments: E-Infrastructure, Transportation and Building Solutions.

February 27, 2024 at 12:03 pm EST

Berkshire Hathaway: A new chapter

Warren Buffett, the renowned investor and CEO of Berkshire Hathaway, recently addressed his annual letter to the company's shareholders for the year 2023, sharing his thoughts and analysis on the company's results and the global economic landscape.

February 26, 2024 at 09:45 am EST

Nvidia: A new coin in the machine

Nvidia released its quarterly results for Q4 2024 (fiscal year off) yesterday evening after close of business. The GPU-accelerated computing pioneer reported record fourth-quarter revenues of $22.1 billion, up 265% year-on-year and 22% quarter-on-quarter. Over the full fiscal year, sales reached $60.9 billion, up 126%.

February 22, 2024 at 05:29 am EST

The latest transactions by star fund managers

Every quarter, the star fund managers of the US stock market publish their latest portfolio movements. This article is based on the 13Fs published each quarter on the SEC (Securities and Exchange Commission) website. These quarterly reports list the assets under management of investment managers or listed holding companies with control over more than $100 million in assets and who hold so-called long US positions. Form 13F covers Registered Investment Advisers (RIAs), banks, insurance companies, hedge funds, trust companies, pension funds and mutual funds. This report is published no later than 45 days after the end of the quarter concerned. This form only includes US or foreign positions listed in the US. Here is an analysis of the latest moves by legendary investors such as Warren Buffett, Terry Smith, Daniel Loeb, Chuck Akre, David Tepper, Howard Marks, Pat Dorsey, Seth Klarman, Bill Ackman, Mohnish Pabrai and François Rochon.

February 15, 2024 at 11:47 am EST

The top 30 Small-caps for 2024

Betting on these modestly-sized companies could prove to be a lucrative operation.

February 05, 2024 at 10:14 am EST

Super Micro Computer is getting a lot of attention

Super Micro Computer reported record growth and revised its outlook upwards (again). The provider of complete computing solutions for AI, cloud, storage and 5G/Edge, yesterday unveiled its financial results for the second quarter of fiscal 2024, which ended on December 31, 2023. Charles Liang, President and CEO, highlighted significant annual growth and an upward revision of revenue forecasts for the fiscal year.

January 30, 2024 at 10:43 am EST

Sterling Infrastructure: The hidden AI trade

Sterling Infrastructure stands out in the U.S. construction sector, mainly in the South, Northeast, Rocky Mountain regions and Hawaii. The company focuses on three key segments: E-Infrastructure, Transportation and Building Solutions.

January 26, 2024 at 05:50 am EST

Cannibal companies

Cannibal stocks are shares in companies that buy back their own shares on the market on a massive scale. This can be beneficial for shareholders, as it increases their relative stake in the company without them having to invest further.

January 24, 2024 at 09:59 am EST

Ryanair, the low-cost airline, has turned its market upside down

Let's delve into the Ryanair success story. What made it so successful? How did Ryanair revolutionize the airline industry?

January 24, 2024 at 06:00 am EST

The Toyota success story

Let's delve into the Toyota success story. What made it so successful? How did Toyota revolutionize its industry? How did it manage to compete with carmakers such as Ford and General Motors when it entered the American market?

January 22, 2024 at 05:35 am EST