Pentamaster Corp (PENT MK): Good Story, at What Price?
The shares have had a strong run and the valuation looks full compared to peers and historical multiples. We like the fundamentals and would be...
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SPAC Talk: Which IBC Deals Could Be Under Threat?
KEY HIGHLIGHTS The haves.... The momentum of new deals continues to flow strongly. Ten new IBC deals have been announced so far in October, with a...
675 Views
SPAC Talk: SPAC Arbitrage Is the Best Game in Town
KEY HIGHLIGHTS Glorious August. By 2022 standards, August has started on fire in SPAC land. The first four days alone have seen seven new IBCs...
680 Views
Sticking With Value; Buying Materials & Industrials
Sticking with the theme from last week when we recommended Energy and Financials, two more Sectors that stand to benefit from rising rates include...
317 Views
Global Indexes Are Consolidating, EM Is Breaking Down
We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving...
631 Views