Having the spinoff assets valued separately from BorgWarner’s growth portfolio will amplify the multiple expansion potential.
BorgWarner has the pieces for a bull market
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Eastman’s bull market is nearing full bloom
Multiple expansion is the primary factor in the bullish Eastman playbook. DuPont illuminates the size of the opportunity.
Magellan and navigating uncharted markets
The system is ideally suited for uncertain times, an actionable framework for managing stocks through time and space.
2023 economic outlook
The 2000 stock market crash and labor participation reversal collide with the 1970’s to illuminate a uniquely high-risk environment.
Technology outlook for 2023
The market may underappreciate the high-powered nature of capital flows in the tech sector.
Relative opportunities in energy for 2023
A nine-month consolidation within a bull market trend combines with deeply discounted valuations to create opportunity.
Is the sun setting on energy stocks?
OPEC forecasts the need to invest $12.7 trillion through 2045 and find an additional 38 million barrels of daily oil production.
Comcast is riding the information wave
Interestingly, Comcast survived the 2016 to 2021 ‘cord-cutting’ tsunami of over 25 million households.
Netflix is dancing in the rain
The case of Netflix’s missing cash flow remains open, whether Netflix can show shareholders the money remains to be seen.
Has the magic returned to Disney?
The communication services sector offers many asymmetric risk/reward opportunities today.