Best Pure Play on OLED. Key Revenue Drivers to Rebase in 2017/2018.
Universal Display Corp (OLED US) (UDC) is the best pure play on the upcoming acceleration of the OLED mobile adoption cycle, which after many years...
314 Views
Switch into XLB Materials ETF (What Did You Notice in the First Three Minutes of La La Land?)
It's the end of the year - time to reflect on the past year, spend time with friends & family, think about changes to one's portfolio, and...
189 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.5k Views
Investing in Electric Vehicles
Electric vehicles (“EVs”) have been around for some time now in various shapes and forms. While they have always held immense promise, mass...
656 Views
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
1k Views