Sticking With Staples
American Consumer Staples stocks are up 15.4% in the last three months, while US tech stocks are down 1.
Kit Winder
Latest
Venture: UK Chemicals
Chemicals are rallying as part of the global recovery in cyclical stocks. We researched the opportunities and have found another gem.
Venture: US Sporting Goods
We’ve found one that is undervalued, ridding itself of underperforming brands, and repairing its balance sheet.
Quality: Flash Note
The technology sector has come under pressure this week, with sharp falls across several stocks, not just in software, but also in growth.
Regulated Monopolies
Through its roads, airports, and energy and physical infrastructure, our next recommendation serves 90% of our lives.
Venture: Precious Metals Correction
After a few brutal days in precious metals, I wanted to highlight some key charts before we get into some portfolio updates. Let’s start with the gold price.