Cobham (COB LN) Ready to Fly
Advent International and Cobham PLC (COB LN) announced on 25 July 2019 that they had reached agreement on the terms of a recommended cash...
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BAE Systems (BA/ LN): Downside Protection, but Little Excitement
BAE makes complicated, innovative cool stuff for the military. Contract wins, the sole supplier status in the UK and the move away from up-front...
480 Views
Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
604 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.6k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
364 Views