Subscribe
The chip designer faces strategic challenges, but has a strong balance sheet and impressive cash flow
Shares have further to run as this group’s shift to defence and the US plays out
Fears about the erosion of future revenues as patents expire have weighed on Merck’s valuation
Investors are being paid to wait for a recovery in sentiment towards this energy efficiency trust
Conservative revenue recognition policies mean it is bringing in more cash than its bottom line suggests
Two years of tough trading shouldn’t detract from the strong long-term fundamentals
It already has a globalised footprint and huge market share – moves that could soon pay off
A short-term slowdown in orders does not detract from the investment case
The African producer is in a temporary fallow period, but the share price has fallen too far
This fund is comfortably beating the global stock market index without relying on one single country, setting it apart from its peers
