Kevin Smith

Diamond producers face depressed prices

Diamonds are a girl's best friend - but not an investor's

08 April 2025 at 10:54 pm AEST

Levi's back to square one

In the "not in the right place at the right time" category, it's hard to think of a better example than Levi's.

08 April 2025 at 07:15 pm AEST

Navigating the Stock Market Storm: A Guide

April 2025. In two sessions, Wall Street and the major European markets have had more than 10% of their value wiped out. A brutal correction, almost without appeal, triggered by a new customs war unleashed by the Trump administration, which is rolling out its program without worrying, at this stage, about offending investors. The electroshock has awakened old reflexes: flight to cash, gold rushes, and overt cringes in the face of collapsing charts. Here, we present a selection of traditional investment methods to minimize risk and avoid losing too much money - or even actually make money.

08 April 2025 at 01:19 am AEST

Shell confirms its strategic pivot

At the end of March, in addition to lavish dividend payouts, the British major announced that it could potentially buy back almost 40% of its outstanding shares over the next five years.

07 April 2025 at 11:20 pm AEST

For Ed Yardeni, Main Street and Wall Street are the same thing

Several members of Donald Trump's inner circle worked over the weekend to get the message across that the White House works for ordinary people, "Main Street", and not for finance, "Wall Street". This suggests that the White House is willing to let the stockmarket fall to help the average American. It's almost like "Robin Hood", except…

07 April 2025 at 07:44 pm AEST

Sodexo severely punished by market since beginning of the year

March was a gloomy month for the world's leading contract caterer, which saw its market capitalization plummet by almost 30% in the space of a few weeks.

07 April 2025 at 06:42 pm AEST

Nike in the doldrums

In light of the stock market rout of the last few days, is now the right time to buy Nike shares?

07 April 2025 at 05:46 pm AEST

Reality catches up with RH after unprecedented speculative euphoria

Results came in below analysts' expectations. The "worst real estate market in fifty years", according to its whimsical chairman Gary Friedman. The announcement of terrifying tariffs that severely penalize its Asian supply chain.

05 April 2025 at 01:04 am AEDT

Is BlackBerry finally getting out of its jam?

The former glory of mobile telephony reports positive operating results for the first time in, yes, eleven years.

04 April 2025 at 07:40 pm AEDT

Adidas, Pandora, Logitech, Nike… brand chains saw customs massacre

At D+1, European consumer goods stars are the main stockmarket victims of Donald Trump's tariffs. They are doubly affected by the US administration's surtaxes: via the selling price to their customers in the United States, and via the rise in costs induced by the penalties imposed on the countries that supply them.

04 April 2025 at 01:31 am AEDT

Which sectors should be preferred during stockmarket crises?

The sector mapping of stockmarkets takes on the look of a classic pullback to safe havens on the morning of 3 April 2025, following Donald Trump's tariff announcements. When the storm threatens, investors abandon the riskiest bets for "boring", safer investments. This phenomenon is well known as a flight to safety. Let's take a look at the whys and wherefores of the day's variations…

03 April 2025 at 07:21 pm AEDT

NovaGold shareholders not benefiting from rising gold prices

In the "investing in a gold producer is an exceedingly difficult exercise" series, NovaGold adds another episode to a storyline that, for the time being, follows in the footsteps of its predecessors.

02 April 2025 at 11:59 pm AEDT

Amundi, collateral victim of tug-of-war between Unicredit and Crédit Agricole

Tensions are mounting around the consolidation of the Italian banking market. UniCredit has announced that it will file its takeover bid for Banco BPM on 28 April. Earlier, Crédit Agricole said it had obtained the green light from the regulatory authorities to increase its stake in the Milan-based bank to 19.8%. Problem: Amundi is distributed by Unicredit on the other side of the Alps…

02 April 2025 at 08:58 pm AEDT

Fortnox routs its short sellers

The controversy surrounding the Swedish management software publisher comes to an end, with yesterday's news that it has finally been acquired by EQT.

02 April 2025 at 12:09 am AEDT

"Voltswagen": the cheesiest April fool of 2021

Just four years ago, Volkswagen tried its hand at humor… and got its fingers burnt. On March 30, 2021, just before the traditional April Fool's Day, the American branch of the German automaker proudly announced that it was changing its name to "Voltswagen of America". The move was intended to underline the company's shift towards electric vehicles, but it quickly turned into an unfunny joke.

01 April 2025 at 07:15 pm AEDT

Gentex takes advantage of current economic climate to make an opportunistic acquisition

MarketScreener's long-standing subscribers may recall that Gentex was once one of the positions in its US portfolio.

01 April 2025 at 06:14 pm AEDT

Air Canada: Collateral damage

The airline is bearing the brunt of the now frosty relationship between Canada and its US neighbor. But that's not all.

31 March 2025 at 06:57 pm AEDT

For UBS, the markets are not going to collapse, but…

At MarketScreener, we're always impressed by the cornucopia of financial research from brokers, investment banks, asset managers and a whole host of other players in the financial world. For a long time, this research, as qualitative as it is short-lived, has found only limited outlets. Anyone who reads an entire broker's morning report should throw the first stone at me.

28 March 2025 at 09:16 pm AEDT

Lululemon goes all-in on China

The market correctly anticipated a sharp slowdown in growth for the sportswear brand.

28 March 2025 at 08:08 pm AEDT

Florentine intrigue at Pirelli

The Italian tire manufacturer has not enjoyed a flamboyant stockmarket performance since its IPO in 2017. The proof is in its share price, which, despite rebounding in recent months, remains significantly below its IPO level.

28 March 2025 at 12:13 am AEDT

The "BYD wave" arrives in Europe

Fans of Warren Buffett have long been familiar with BYD. At the end of 2007, the late Charlie Munger, Berkshire Hathaway's inimitable and much-missed vice-chairman, inspired the Oracle of Omaha to invest in the Chinese group headed by Wang Chuanfu.

26 March 2025 at 09:34 pm AEDT