Orsted is a publicly traded renewable utilities company based in Denmark. It recently reported an impairment on US operations that saw its stock price tumble 25%. Orsted is a global leader in offshore wind projects with onshore and solar production aswell. It also has bets on futuristic technologies like renewable hydrogen and bioenergies. Unlike rivals,Continue reading “Orsted Analysis – September 2023”
Tag Archives: stockmarket
Commercial Real Estate Time-bomb – July 2023
Small and regional banks across the United States might have trouble staying solvent as news of their exposure to office space slowly starts to emerge. Between now and 2027, a large portion of banks commercial property loans are maturing, further stacking pressure on fragile lenders already teetering under bond losses. Among those most exposed areContinue reading “Commercial Real Estate Time-bomb – July 2023”
AI and Nuvei (June 2023)
Increasing productivity gains through new machines have automated swathes of agriculture and manufacturing, driving down the relative price of their outputs. As a result, people have spent a greater share of their incomes on industries such as education, health care and recreation, which have not seen the same productivity gains. Overtime gross domestic product figures willContinue reading “AI and Nuvei (June 2023)”
Ford Analysis – March 2023
Ford motor company (NYSE: F) is in the midst of a transformation. The company is evolving into an electric vehicle leader. Although its EV segment is very slowly taking off, its investments towards a gas-free world will emerge over the next few years. Ford can tap into recently legislated tax credits of up to $7,500Continue reading “Ford Analysis – March 2023”
Paramount Global Analysis – February 2023
Paramount Global (NASDAQ : PARA), a media company formerly known as ViacomCBS, missed earnings estimates in its most recent quarter losing nearly 6%. Is it a buying opportunity? Lets look at the company. Paramount Global is a multi-faceted company. It has instantly recognizable cable networks, movies and shows. To name a few: Paramount Pictures, Miramax, CBSContinue reading “Paramount Global Analysis – February 2023”
Car subsidies and ride-hailers – October 2022
After passing the Inflation Reduction Act, the federal government now requires that a tax credit for electric vehicles must have 60% of its parts made in the United States, Mexico or Canada, along with final assembly in North America. Manufacturers also have a 200,000 EV tax credit limit (all Tesla cars have hit it). IContinue reading “Car subsidies and ride-hailers – October 2022”
Australia’s Housing Market – May 2022
Australia’s housing market is about to burst. Inflation and inflation expectations are both going up and becoming slowly entrenched causing Australia’s central bank to worry about its effect on consumer prices and raising interest rates to try to tame it. Rate increases along with a high percentage of variable-rate mortgages are set to deflate houseContinue reading “Australia’s Housing Market – May 2022”
Italian Bonds Upcoming Crisis – May 2022
Italian bonds are headed towards trouble. A possible ending of bond-buying and higher interest rates by the European Central Bank has brought fresh light into Italy’s government debt. Low employment rate, stagnant productivity, lack of investment in education and technology, an extensive bureaucracy and a north-south divide have affected Italy’s ability to reform in pastContinue reading “Italian Bonds Upcoming Crisis – May 2022”
Nutrien Analysis – March 2022
Nutrien (TSX:NTR, NYSE: NTR) is a publicly-listed potash, nitrogen and phosphate producer. With all three being above their ten-year average price, potash and nitrogen are set to gain further (phosphate may gain a little too but to a lesser extent). Belarus and Russia are the second and third, respectively, biggest producers of potash worldwide behindContinue reading “Nutrien Analysis – March 2022”
Will the Japanese Yen become a safe-haven asset again? – March 2022
The Japanese Yen was for some time considered a safe-haven currency kind of like the Swiss Franc. It has low interest rates, a strong net foreign asset position, liquid markets and is backed by a stable economy. The currency of the worlds third largest economy with more than 100 million people has not been doingContinue reading “Will the Japanese Yen become a safe-haven asset again? – March 2022”
Devlin Demontigny 