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?
3D Systems ($DDD) has chosen Vyomesh Joshi to lead the company. Most likely, the company is rebooting. Probably, it will lose some visibility due to a low-profile strategy compared to the previous one. The strategy followed by the previous CEO had the mass-market allure which was one of the catalysts that brought the 3D printing… Read More Can Business to Business (B2B) Bring 3D Systems To a Whole New Level?
To say that European banks’ performance has been disappointing, is an understatement.
Since the European debt crisis started, the S&P 500 appreciated more than 100%, while Santander (SAN) and Deutsche Bank (DBK) lost more than 50%. The difference in relative performance is brutal.… Read More Why Are European Banks Performing Badly? The Santander Case
Peugeot announced profits around EUR 1.2 billion (USD 1.3 billion) in 2015. These are great results, well above expectations especially those in the beginning of the turnaround. Many investors were pessimistic about the success probability of the turnaround strategy. I wasn’t among them. Back in 2014, I covered the capital hike and the new shareholder… Read More Peugeot turned a profit: How they’ve made it out of the woods
Last night, I took half an hour aside just to watch Al Gore’s presentation on TED. He’s an incredible speaker and, obviously, his presentation hooked me up the whole time. I advise you to see this. At some point, I was surprised by the fact that Solar energy has become very competitive (economically speaking). I… Read More How Al Gore has convinced me to look into Solar energy companies
Alphabet Inc, formerly known as Google has just presented its 2015 results. Pretty decent earnings, by the way. But the novelty is the broken out earnings segment, comprising Google’s other bets. So, now we know that the Other Bets provided $458 Million in Revenue against $3.5 Billion operating loss. Let’s see how the stock-market will… Read More Alphabet’s Other Bets Are Costly But The Stock-Market Should Remain Supportive… For Now
(Photo credit: fdecomite) 3D Systems has just announced its intention to leave the consumer market for 3D printing. The company officials argue that this will only have a 2% impact on revenues and it will improve profits in the medium term. Several analysts have expressed doubts about this course of action. They argue that this… Read More 3D Systems Intention To Drop The Consumer Market Might Be Rather Bullish