Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
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21 Things Worth Knowing (#13)
In today's issue:Off-balance sheet EU, TPP farce, Singles day bonanza, How Netflix works, hedge funds should be more conventional, eSports,...
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Technically Attractive EAFE Stocks, with Positive EPS Momentum
Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive...
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Corporate Action: Rio Tinto's Off-Market Buyback Benefits Super Funds and Lowly Taxed Investors
Our analysis suggests no-moat Rio Tinto’s AUD 700 million off-market buyback of ASX-listed Rio Tinto Ltd (RIO AU) shares benefits superannuation...
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