Thomas Gouttman

Rafales in the Sky, Pennies on the Ground at Dassault Aviation

Dassault Aviation remains a family-controlled fortress. The Dassault clan holds 62% of the equity; Airbus owns 10%. What little trades freely cannot absorb serious institutional money. For many investors, the story ends there.

December 14, 2021 at 01:11 pm

Suncor's Cash Flows Don't Care About Your ESG Anxiety

Canadian oil and gas producers trade at historic lows-a fraction of proven reserves, pennies on average earning power. Depressed prices, clogged export routes and investor revulsion have turned an otherwise solvent industry into a clearance rack.

September 13, 2021 at 10:40 am