Technically Attractive EAFE Stocks, with Positive EPS Momentum
Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive...
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Corporate Action: Rio Tinto's Off-Market Buyback Benefits Super Funds and Lowly Taxed Investors
Our analysis suggests no-moat Rio Tinto’s AUD 700 million off-market buyback of ASX-listed Rio Tinto Ltd (RIO AU) shares benefits superannuation...
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Global Miners Are Breaking Out -- Buy
A wave of breakouts is visible throughout the global mining industry, where stocks are responding to long-term trend reversals in base metals,...
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Dividends Feature in 2017 as China Stimulus Buoys Result, but Rio Tinto Is Not an Income Stock
No-moat Rio Tinto's first-half 2017 adjusted net profit after taxes of USD 3.9 billion was slightly weaker than we expected, primarily due to costs...
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Market Maintains Risky Bet on China's Continued Fiscal Support, and Rio Tinto Exposed Via Iron Ore
We maintain our AUD 42 per share fair value estimate for no-moat-rated Rio Tinto. Second-quarter 2017 was slightly weaker than expected. We lower...
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