Buy & Hold with all weather perfs?
AlphaValue’s Buy & Hold Portfolio continues to surprise on the positive side. The ytd outp...
MEDTECH: Separating the wheat from the chaff
MedTech, which has historically been a defensive sector, has once again stood its ground even as b...
Food retail, event without Ocado
The Tesco Board is in the middle of a governance crisis for having dropped Ocado from peer perfor...
Clipped wings
With a 4% fall over the last five trading days, the Aerospace sector retains the baton for the y...
European Insurance: Unclear skies
The COVID-19 was a costly event for investors in the insurance industry.The sector was among the ...
Earning trimming unabated
On March 23, we provided a sector review of earnings revisions pinpointing 2020 earni...