Kevin Smith

Home Depot still on a roll

Despite a depressed real estate sector in the United States, the retailer specializing in building materials, DIY, renovation, and gardening continues to post robust operating performance.

August 20, 2025 at 07:01 pm

The global leader in cybersecurity at a crossroads

Exactly a year ago, we wrote in these columns that the global leader in cybersecurity would struggle to sustain its peak valuation levels and that, due to the mass effect, its growth rate would undoubtedly slow down.

August 19, 2025 at 04:31 pm

Carlsberg's new strategic pivot

The Danish brewer published mixed interim results last Friday.

August 19, 2025 at 11:22 am

Reddit ready to surf the wave

Does the rise of artificial intelligence really justify the exuberant stockmarket valuation of the online community platform?

August 13, 2025 at 06:34 pm

Automotive: Porsche SE sees its salvation in defense

At MarketScreener, people who think a lot about investments had been flagging for some time the hypothesis that the ailing automotive industry could not remain deaf to the billions promised to the defense sector. Porsche's holding company has officially taken the plunge.

August 13, 2025 at 01:42 pm

Caught up by the economic situation, Dow halves its dividend

These are tough times for the chemical industry, whose difficulties reflect the slowdown in the economy, particularly since the introduction of tariffs.

August 12, 2025 at 05:36 pm

Another day of carnage for Orsted

Orsted shares slumped 23% after announcing a huge capital increase representing nearly half of its market capitalization. Analysts were surprised by the size of the operation and not reassured by the hasty announcement, as the company was due to publish its results in two days.

August 11, 2025 at 06:41 pm

Palantir in five figures

The tech-savvy's favorite stock continues to break records on the stockmarket this week. Here are five figures (400, 402, 25, 40, and 1) that help to better understand the phenomenon.

August 08, 2025 at 02:04 pm

ETFs: all that glitters is not gold

Whenever gold comes up in a discussion amongst investors, someone always raises their hand and asks, "What about silver?" It's as if someone mentioned champagne and someone else suggested premium lemonade. It's called "poor man's gold," which is a fairly accurate expression if you understand that both metals share mainly a lustrous appearance and a flattering reputation, but few fundamentals.

August 06, 2025 at 04:00 pm

Investors snub Teleperformance's strategy

The global leader in customer relations generated free cash flow exceeding EUR1bn last year. Its market capitalization is just four times that profit, and its enterprise value-market capitalization plus net debt-is nine times that profit.

August 01, 2025 at 12:19 pm

Booking still top of its class

Few companies illustrate the merits of the famous competitive advantage of the 'network effect' as well as Europe's leading tourist accommodation booking platform.

July 31, 2025 at 10:55 am

Spotify urged to provide assurances

Almost three years ago to the day, Spotify was given notice by its shareholders to prove the viability of its business model.

July 30, 2025 at 05:05 pm

Heineken reports mixed results

In a beer sector where volumes continue to decline in Europe and the US, the Dutch brewer yesterday published mixed interim results.

July 29, 2025 at 12:57 pm

Volkswagen's troubles are not over yet

At the beginning of the summer, VW's CFO surprised analysts with the frank and straightforward tone of his speech.

July 28, 2025 at 01:27 pm

What's the fair price for TotalEnergies shares?

All the economic and financial press commented on TotalEnergies' half-year results last week.

July 28, 2025 at 10:43 am

American Eagle is banking on the Sydney Sweeney effect

In these times of widespread speculative madness, lame ducks looking for a new lease of life on the stockmarket often turn to cryptocurrencies.

July 25, 2025 at 03:48 pm

Moody's rewards its most patient shareholders

Investing in quality pays off-but not always immediately.

July 24, 2025 at 06:44 pm

Verizon is easing off on capex to boost cash flow.

At the same time as it was paralyzing the market, the rise in interest rates severely reduced the valuation of US operators.

July 23, 2025 at 11:14 am

Wells Fargo ready to write a new chapter in its history

The asset cap imposed seven years ago by the Federal Reserve was lifted last month.

July 17, 2025 at 01:38 pm

Esso, a takeover bid mired in controversy?

A new chapter is beginning for Esso S.A.F., the French subsidiary of US oil giant ExxonMobil, which is in the process of being sold to North Atlantic France SAS, an ad hoc entity. A delisting operation is on the cards, in the wake of a simplified takeover bid that is beginning to falter. However, behind the scenes, not everyone is singing the same song.

July 16, 2025 at 05:41 pm

Primark's owner still penalized by a double discount

The valuation of the conglomerate controlled by the Weston family has been languishing at rock bottom for several weeks now.

July 16, 2025 at 11:49 am