Primer: Nutrien (NTR CN) - Nov 2025
Integrated Business Model Provides Resilience: Nutrien's position as the world's largest fertilizer producer is uniquely complemented by its...
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Syngenta IPO: The Investment Case
The business is in rude health with accelerating growth, market share gains, solid margins and cash generation. The IPO proceeds will help reduce...
635 Views
Sticking With Value; Buying Materials & Industrials
Sticking with the theme from last week when we recommended Energy and Financials, two more Sectors that stand to benefit from rising rates include...
470 Views
MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
475 Views
Webster: PSP Goes For the Juglans
Australian agribusiness company Webster Ltd (WBA AU) has entered a Scheme Implementation Agreement with Canada's PSP Investments. The consideration...
640 Views