European companies offer many of the features that are common in their US peers. Among the developed countries, firms in Europe are the closest to American counterparts in terms of quality, governance, growth, scale and other factors. I have written many times before about the need for investors to hold European stocks. Some of the reasons …
Continue reading ‘Why Invest in the 10 Largest European Companies’ »
Campbell Soup(CPB) is the top performing stocks year-to-date in the US food maker sector. The stock is up by 48% YTD. The worst performing stock is Kraft Heinz(KHC) with a loss of 28%. The second best performer is General Mills(GIS). The following chart shows the relative return of food companies so far this year: Click …
Continue reading ‘On The Year to Date Return of US Food Makers’ »
U.S. equities have soared by double digit percentage points so far this year. However they may not be the winners next year. More specifically when investing in stocks it is important to focus on the future and identify opportunities as opposed to looking the past returns. So investors can look for better growth outside of …
Continue reading ‘The Bull Case for European Stocks in 2020’ »
US equity markets have had a splendid return so far this year. Relative to the performance of American stocks, some foreign markets are performing not great. For example, Chile is down about 14% suddenly when protests erupted in that emerging market a few weeks ago. However this type of reaction can lead to wonderful opportunities …
Many industries in the US are highly concentrated with a handful of players dominating the market. In the past I have written about the monopoly and oligopoly madness in many industries. Some of these articles can be found here, here, here, here, and here. In this post, let me discuss about the market concentration in …
Continue reading ‘US IT Sector: Another Sector With High Market Concentration’ »