investment
These two medical-related spinoffs have struggled since they became separate companies. That has attracted the interest of activist investors. While that attention improves the prospects of both firms, we see better opportunities elsewhere.
KENVUE INC....
KENVUE INC....
Diversified manufacturer Honeywell recently announced that it will spin off its Advanced Materials business as a separate firm. That unit make a variety of products, ranging from body armour and pharmaceutical packaging to air-conditioning refrigerants and packaging films.
Activist investor Elliott Investment Management, which owns $5 billion of Honeywell’s shares, instead wants the company to split another way, with one of the new businesses focused on automation, energy and sustainability solutions; the other would be focused on aerospace....
Activist investor Elliott Investment Management, which owns $5 billion of Honeywell’s shares, instead wants the company to split another way, with one of the new businesses focused on automation, energy and sustainability solutions; the other would be focused on aerospace....
A: Viking Holdings Ltd., $45.40, symbol VIK on New York (Shares outstanding: 431.6 million; Market cap: $19.6 billion; ir.viking.com), operates luxury river and ocean cruises.
The company operates 92 vessels worldwide, with over 10,000 employees serving 650,000 guests in 2023....
The company operates 92 vessels worldwide, with over 10,000 employees serving 650,000 guests in 2023....
RioCan REIT offers a high 5.8% dividend yield and is experiencing stronger leasing activity.
You Can See Our Exchange-Traded Funds Portfolio For December 2024 Here.
ETFs in brief
Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index....
Demand for uranium is forecast to increase 30% by 2030 and to more than double by 2040. The ramp-up in nuclear power capacity to meet the growing electricity demand from AI datacentres and to lower greenhouse gas emissions should drive those gains.
However, the capacity to meet additional demand for uranium remains limited....
However, the capacity to meet additional demand for uranium remains limited....
The Indian economy continues to expand rapidly and increased consumption among a growing middle class is expected to support that growth over the medium term. The Indian stock market has also performed well over the past five years, easily beating the emerging markets index and keeping pace with the broad developed markets index....
Over the long term, most stock markets move up. But there are times when sharp declines inflict heavy losses on investors’ portfolio holdings. For example, in 2008 to 2009, U.S. stock markets declined by 51%; in 2020, they dropped by 34%; and in 2022, they fell 25%....
You Can See Our Income-Seeking Portfolio For December 2024 Here.
This month we update our Portfolio for Income-Seeking Investors.
In light of the current market volatility, investors are paying more attention to dividend yields (dividends paid per share divided by the current stock price)....
RIOCAN REAL ESTATE INVESTMENT TRUST $19 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 300.4 million; Market cap: $5.7 billion; Price-to-sales ratio: 4.9; Distribution yield: 5.8%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 186 shopping centres and other properties across Canada, including eight projects under development....