Thoughts on the Coronavirus, and its impact for investors

Summary The virus seems more contagious, but less fatal than the SARS 2003 outbreak. The fact that it might be more contagious increases the likelihood of negative economic impact. With the stock market near all-time highs, we wonder if investors will maintain the confidence from end of 2019. Photo credit: Eelke The year has started… Read More Thoughts on the Coronavirus, and its impact for investors

The Mustang EV Might Be Ford’s Ultimate Multiple Decompressor

Summary The auto industry has been dealing with compressed earnings multiples for some time now. The market identifies traditional automakers as value traps. Automakers will need to break into growth segments of the industry to invert the perceptions. The new Ford Mustang Mach-E might be Ford’s answer to that problem. Note: Originally published on Seeking… Read More The Mustang EV Might Be Ford’s Ultimate Multiple Decompressor

Kate Spade Is An Interesting Turnaround Story, But Tapestry Is Now A Sitting Duck

Summary Analysts and market participants are fretting about Kate Spade. However, so far, Kate Spade is using the same tactics that Coach used in its turnaround. And, therefore, is suffering from the same symptoms. There is potential for a successful turnaround, however, the current slump in the share price might attract turbulence. Photo Credit: MIKI… Read More Kate Spade Is An Interesting Turnaround Story, But Tapestry Is Now A Sitting Duck

The delisting threat might backfire: Yuan’s on the road to become a globlal currency

The White House has shown that it is ready to use delisting of Chinese companies as a new weapon in the trade war. However, that might be a catalyst for the acceleration of the paradigm change in the financial markets. Several countries are already pursuing alternatives to the international payments system based on the USD.… Read More The delisting threat might backfire: Yuan’s on the road to become a globlal currency