Simbrad
23 May 2016
"Performance nutrition is an attractive category given its high growth rate. The sector is fragmented but this is an advantage for Glanbia as it is the only global player and hence it can seize the opportunity to cement its leadership both organically and through acquisition, which should give the company a lasting competitive advantage..." Edison's note on GLB out this morning, you can access it on Research Tree
II Editor
23 Dec 2015
NEW ARTICLE: Powe! Can this fund's knock-out performance continue? "Investment managers, apart from the occasional hedge fund misfit, tend not to do death or glory; but some choose to live closer to the divide between success and failure than their rivals.To do this, they need large measures of self-belief and ..."[link]
II Editor
02 Apr 2015
NEW ARTICLE: The week ahead: Gulf Keystone, Amerisur, PZ Cussons "Monday 6 AprilEaster MondayTuesday 7 AprilEconomic newsMarch's services PMI will be released on the first working day of the week. The index maintained its run of strong showings in February with the PMI recorded at 56.7, says Investec's Victoria ..."[link]
