Weekly dispatches

Month: January 2020
Is British Airways a 15% p.a. compounder for the 2020s?

Is British Airways a 15% p.a. compounder for the 2020s?

You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.

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4x from a deal with Ukraine?

4x from a deal with Ukraine?

If or when Russian securities become fungible again, this stock could move quite quickly – as, indeed, it has already started to do.

Wind energy – turnaround ahead?

Wind energy – turnaround ahead?

Wind energy stocks are currently down-and-out. Some are better prepared than others to leave this difficult period behind – such as this one.

Laggard turning growth stock

Laggard turning growth stock

This European market leader has a 3x-5x upside over the coming 3-5 years if new management gets its growth engines revved up again. Will it?