Investing to become financially independent
Investing to become financially independent
Discover the latest market trends with our monthly asset allocation update, where Japanese equities show a notable comeback despite a challenging year. Also explore the opportunities and risks of emerging markets and real estate investments, to make informed decisions in an ever-changing economic environment.
Strategic readjustment: monthly asset allocation and the return of Japanese equities Read More »
Saint-Gobain, a world leader in building materials with a presence in many countries, has an attractive valuation and an improving financial situation with a Piotroski F-Score of 7/9. The company offers a good dividend yield, although the general stock market context calls for caution.
Analysis of Compagnie de Saint Gobain SA (SGO:PAR) Read More »
Nestlé, despite its solid reputation and multiple assets, is currently considered excessively valued on the market, with worrying ratios compared to its earnings and assets. Signs of an uncertain future are also evident in a low Piotroski F-Score, suggesting a potentially disappointing performance in the coming months.
Nestle (NESN:VTX) Analysis Read More »
The monthly address highlights a persistent negative trend on the stock markets, with Swiss stocks down despite a slight rebound. In the face of uncertainty, it is advisable to prioritize a cash reserve, while keeping an eye on investment opportunities, particularly in Canada and in real estate.
Monthly Asset Allocation Analysis: Economic Outlook and Investment Opportunities Read More »
Tigers Polymer Corporation, a Japanese manufacturer of rubber hoses and products, is posting strong financial performance with comfortable cash reserves and consistent value creation for its shareholders. The company, founded in the Year of the Tiger, has robust financial metrics with an encouraging Altman and Piotroski Z-Score, suggesting significant growth potential despite recent stock underperformance.
Analysis of Tigers Polymer Corp (4231:TYO) Read More »
Discover the in-depth analysis of American States Water, a Dividend Aristocrat with mixed performance. Between volatility and sell recommendations, this article explores the current issues facing this utility company.
American States Water Co (AWR:NYQ) Analysis Read More »
Discover Wakachiku Construction Co Ltd, a Japanese construction company with a particularly attractive valuation with very low multiples and a generous dividend. The company displays remarkable financial strength with low debt and good profitability, suggesting a potential for a doubling of the price according to fundamental analysis.
The monthly asset allocation reveals notable changes, including a strong rise in Swiss equities with an impressive jump in the SMI. European markets also show an upward trend, while US equities maintain their positive momentum, although their prices seem disconnected from economic reality.
Monthly Asset Allocation Read More »
Français 
English 
Italiano 
Deutsch 
Español 
Português