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Russia in Ukraine: Let Loose the Dogs of War!

Musings on Markets

The Lead In To understand the market effects of the Russia-Ukraine conflict, we need to start with an assessment of the two countries, and their places in the global political, economic and market landscape, leading in. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Start-ups 100
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The Seven Samurai: How Big Tech Rescued the Market in 2023!

Musings on Markets

The other is skepticism, and a sense that a correction is overdue, leading to what I call knee-jerk contrarianism, where your argument that these stocks are over priced is that they have gone up too much in the past.

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Robex: Strong Q2 Operational Results and Closing of the Transaction With Sycamore

Benzinga

compared to the same quarter in the previous year, specifically due to a much heavier rainy season in September that the start-up of the trommel as well as a higher feeding grade (0.82 Nampala) for follow-up exploration during the remaining of 2022 and up to 2023. million at September 30, 2021 and net cash of $9.3

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CORRECTION - Robex Resources Inc.

Benzinga

compared to the same quarter in the previous year, specifically due to a much heavier rainy season in September that the start-up of the trommel as well as a higher feeding grade (0.82 Nampala) for follow-up exploration during the remaining of 2022 and up to 2023. million at September 30, 2021 and net cash of $9.3

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Is Terex the Right Industrial Sector Stock to Own to Ride the Economic Recovery?

Andrew Stolz

The efforts start to pay off as the operating profit achieves a higher level. Both ROIC and ROE could climb up to 20% in 21E. Significant increases in inventories and receivables as sales volume likely to ramp up as shown by the strong backlog. The company started to reduce its long-term debt. Conclusions.

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AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!

Musings on Markets

I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Sustained Profitability, with Cycles!

Start-ups 103
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Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Andrew Stolz

However, most recently, the 50 DMA started to rise, and it seems like it can cross the 200DMA very soon. Instead of exporting to China, Volvo aims to ramp up sales by establishing a production site in the country. With the acquisition, Volvo aims to ramp up its sales in China. In 2020, its net-debt to equity ratio stood at 0.9x.