(Image: A. Davey) The big picture Before embarking on stock picking exercises, let’s take a look at the macro environment. The general market is still living under the weight of several uncorrected excesses and it has only been authorities’ intervention that has kept the whole system together. Now and then, the financial system look at… Read More How to take advantage of a global mess? Burberry Group plc
Photo Credit: 3D Systems As the dust settles around 3D Systems, investors need to understand what will be the new company direction. The first quarterly conference call featuring Vyomesh Joshi provided good clues about the strategic vision for the company. The first impressions point to a shift in focus from tech to business model fine-tuning.… Read More Where Do We Go Now? Vyomesh Joshi Starts Unveiling 3D Systems’ Future [SA Exclusive]
Photo credit: caleb kung Coach is a classic case of investing in a turnaround. However, Investing in turnarounds has two main sentimental risks: markets sentiment and investors falling in love with the company. Coach Q3 results indicate that a successful turnaround is not far away. Brand and management were essential to achieve positive results. Regularly,… Read More Coach Is Back! Is This The Beginning Of a New Era?