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Global Weekly Picks
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
A case for Almadex: conservative CAD 4.50–7.00 (x8–x12) to bull CAD 25–40+ (x42–x68+)
Almadex Minerals Ltd. (TSXV:DEX) — 5-Year Stock Price Thesis (to 2031) Current Snapshot (as of mid-March 2026) Share price: ~CAD 0.59 Market cap: ~CAD 36–39 million Shares outstanding: ~61.3 million (plus 5.3 million options at low strike) Balance sheet (updated from Q3 2025 FS with gold revaluation): Zero debt, strong liquidity (~CAD 8–9 million cash + ~1,951 oz physical gold bullion + marketable securities).Read more
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
Intel Corp (INTC): The 18A Node Pivot and the "Foundry First" Transformation
Intel (INTC) concluded the March 16, 2026, trading session at $45.74 USD on the NASDAQ, ending the day with a 0.30% gain amid a volatile session that saw an intraday high of $49.17. Since your last update on March 1st, the stock has experienced significant "choppiness" as investors digest the launch of the Core Ultra 200S Plus series and wait for supply constraints to ease.Read more
Signs of a sustained turnaround in Individual Life
Q3 FY3/26 results update Improving visibility on Individual Life, but GCL headwinds emerge – Q3 FY3/26 results reinforced the Individual Life recovery narrative while surfacing a new challenge in GCL. The individual life business is executing well with Individual Life AP growth accelerating to +6.5% YoY, new business momentum has carried into January 2026, and profitability was revised upward on favourable claims experience and sustained improvement in cost efficiency.Read more
Bath & Body Works is a dominant, high-quality consumer brand with near-perfect business economics, temporarily depressed by a demand trough
Most investors look at BBWI and see a mall candle retailer. That framing undersells it significantly.Read more
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.Read more
A Case For Eagle Plains Resources CAD$ 2.50 (base case) - CAD$ 5.00 (bull case)
Stock Analysis and Investment Thesis: Eagle Plains Resources Ltd. (TSXV:EPL) Company Overview Eagle Plains Resources Ltd.Read more
Approaching an inflection point
Q3 FY4/26 results update Signs of earnings stabilisation – The key takeaway from Q1-3 FY4/26 results is that Macbee Planet experienced an improvement in earnings momentum, driven by a recovery trend in the investment and lending & card sectors in Q3 FY4/26. The company has also diversified its revenue base through new customer acquisitions and sector exposure.Read more
Consensus has confused a cyclical trough for a structural decline
I identified ManpowerGroup through a systematic screen of the entire S&P 1500 universe using a composite scoring framework I built combining CAPE valuation, earnings yield against the risk-free rate, Piotroski F-Score, ROIC, interest coverage, and insider buying signals. MAN scored 91.4 out of 100 on my final three-layer composite — the second highest score in my entire robust picks universe — making it one of the most compelling risk/reward opportunities I have found across 1,079 stocks.Read more
