+ 7 (495) 684-04-00

Category: Analytics

Sounding Off

Audio market size and growth
The US home audio market continues to grow. A small, but highly relevant player has multiple lawsuits out against bigger players. Judges rulings have been positive initially, and a main date is coming in Q4 for a final decision.

Fracking Further

BH Oil Rig Count
We highlighted this US oil producer as a short term trade recently, but now provide a more long-term, in-depth outlook on its bullish prospects.
To access this post, you must purchase Subscription Plan – AVC Pro.

Growth REIT

Rent Rates
This REIT has made some interesting acquisitions and is likely to grow robustly as self-storage trends continue as rent rates increase. Currently, the stock has pulled back to an interesting point.
To access this post, you must purchase Subscription Plan – AVC Pro.

Natural Resources Asset Manager

LNG from Citi
One of the world’s largest and most diversified alternative asset managers with significant revenue streams from utilities, REITs, oil and gas provides a good entry point.
To access this post, you must purchase Subscription Plan – AVC Pro.

Housing Resources

PMI Canada
Assuming the world economy is entering a period of global stagflation and/or accelerating inflation, investments in economies that are closest to the earliest stages of supply chains - ones that have direct exposure to oil and commodities - look most attractive.
To access this post, you must purchase Subscription Plan – AVC Pro.

The Cost of Green Energy?

We have talked many times before on here about Green Energy, the trend to investing in renewables and how that ties in with important changes in how investments are made and structured, such as the impact of ESG. What we have always found is that there is a great deal of ‘spin’.

October Seasonal Set Up

MACD October
October is the last month of seasonal weakness for the US equity markets. The recent pullback sets October up for a turn around to start a more bullish period.
To access this post, you must purchase Subscription Plan – AVC Pro.

Gas Price Crisis in Europe

Gas Futures hit record prices - €79 Mw/h on 15th Sep on October price – that’s up 250% since January – and expectations are that it “may hit three figures”. Its all a bit of a mystery and not a small dose of geopolitics but more importantly how can investors play this scenario?

October: A Bear Killer

October often evokes fear on Wall Street. Equity market distress can become a self-fulfilling prophecy. October is also a turnaround month often called a “bear killer”.
To access this post, you must purchase Subscription Plan – AVC Pro.

Friday Investment Talk: Lithium, Iron Ore, Palladium, Inflation

Friday Investment Talk

Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI …

Friday Investment Talk: Lithium, Iron Ore, Palladium, Inflation Read More »

For Whom

Our Expertise

Our Solutions

This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

Twitter Facebook Linkedin-in Youtube Telegram-plane
Scroll to Top