Earnings Certainty Continues to Deliver Strong Returns
Evidente has updated the performance and ranking of its proprietary systematic model of earnings certainty or predictability and found that stocks...
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Ferrovial & Broadspectrum: Mattresses Still In Place
A month has passed since Ferrovial announced its hostile takeover (Dec 7 2015) for Broadspectrum at A$1.35/share. When they did I suggested both...
398 Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
606 Views
Ferrovial & Broadspectrum: Going To The Mattresses
Yesterday morning Ferrovial SA announced a hostile takeover of Broadspectrum Ltd (the newly re-named Transfield Services) at $1.35/share. This is...
447 Views
Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust
Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...
381 Views