It's usually a good idea for long-term
investors to take a step back once in a while and look at the thematic
trends affecting the prospects of their stocks. One such trend for
transportation companies United Parcel Service Inc (NYSE:UPS) and FedEx Corporation (NYSE:FDX) is
the relative weakness in global trade growth when compared to global
GDP growth. Both companies' managements have mentioned the issue on
earnings calls. So I decided it would be a good idea to delve deeper
into the trend by looking at Switzerland's Kuehne + Nagel (NASDAQ Other:KHNGF).
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Moody's Investors Service recently released a report on General Electric Company (NYSE:GE) highlighting
the elevated near-term risk in GE's investment programs. To be clear,
the report also outlined that the investments should leave GE "well
positioned" in the long run, but I want to focus on the near-term
issues.
What were the reasons behind the elevated risks discussed? And what are investors to make of them?
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The investment thesis behind investing
in the dental business is simple. An aging Western population with
better access to dental healthcare means many more teeth will need
treatment in the future.
Moreover, increasing standards of healthcare in the developing world
offer ample opportunities for the dental business abroad as well. Throw
in the relatively recession-resistant nature of the industry and you
have a bullish case for this business. So which are the best stocks to
buy in the dental business?
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The recent second-quarter earnings from Deere & Company (NYSE:DE)
helped the stock to outperform the S&P 500 on a year-to-date basis.
The stock has attracted a lot of attention in 2015, not least from the
news that Warren Buffett has been buying it for Berkshire Hathaway.
How did the recent results reflect upon the company's prospects in 2015? Let's take a look at four key conclusions.
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Investors in aviation product and service company Heico Corp. (NYSE:HEI)
must have been perplexed by the stock's recent price movements. As
shown in the chart below, the stock shot up more than 10% in trading
after Heico released its fiscal second-quarter earnings on Tuesday.
However, that came after the share price declined significantly in the
weeks before the results were released. Essentially, the earnings
numbers confirmed the company's positive trajectory and the market
rewarded the stock accordingly.
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