Trevor Williams Introduction Recently, I published an article where I briefly discussed the healthcare sector and its driving investment theses. After that, I’ve felt myself wanting to dive deeper into healthcare specifically. This has led me to the SPDR Healthcare Sector ETF (NYSEARCA:XLV), which holds the healthcare components of the S&P 500. This sector covers…
Angelo D’Amico/iStock via Getty Images Pfizer (NYSE:PFE) has had a rough few quarters. Following a massive boom in revenue and profits that was the direct result of the company’s prominent Covid products – including the vaccine (Comirnaty) and Paxlovid – shares have plunged as the pandemic has broadly receded as a global threat: TradingView However,…
tadamichi By Todd Jablonski, CFA, CIO, Asset Allocation; Seema Shah, Chief Global Strategist; Brian Skocypec, CIMA, Director, Global Insights & Content Strategy; Han Peng, CFA, Director, Quantitative Strategist; Ben Brandsgard, Insights Strategist Key themes for 1Q 2024 • Global growth is coming off the boil. Economic growth is now cooling as global monetary tightening gradually…
asbe By Jon Forrest Little The quote and chart below is from Crescat Capital’s Tavi Costa. Mexico’s silver production is now declining double digits annually for the first time in almost a decade. Historical trends indicate that substantial contractions in new supply have presented excellent opportunities to invest in the metal. More importantly: Consider that…
Gabrijelagal/iStock via Getty Images Introduction As I explained in a previous article, I don’t see a whole lot of fundamental value in Pine Cliff Energy (OTCPK:PIFYF) (TSX:PNE:CA) as the reserve life is pretty limited and in my personal situation as an offshore investor, receiving the incoming free cash flow as dividends is not the most…