Tuesday, 21 April 2015

Financial Orbit wrap 21/04/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

All about companies today...so many were reporting.

1. I wonder if Kansas City Southern is a good buy around the US$100/share level based on the continued strong US-Mexican trade growth theme despite some recent market challenges...



2. Credit Suisse impresses me but not so much the market...but maybe that is an opportunity


3. In Europe, Akzo Nobel shows that it is all about exchange rates...


4. ....interesting in America DuPont has no pricing power either (and negative FX impact thanks to the mighty dollar)

5. Maybe no wonder then that United Technologies concluded that the best thing to do is buy back stock rather than sequentially invest or acquire much more...

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