MP Materials aims to counter China

China currently dominates rare-earth production due in part to higher labour costs and tighter environmental restrictions in the U.S. However, politicians and government officials in the U.S. are now trying to promote production in the U.S. MP Materials should benefit from that effort—and it already… Read More

MP Materials takes aim at China

China currently dominates rare-earth production due in part to higher labour costs and tighter environmental restrictions in the U.S. However, politicians and government officials in the U.S. are now trying to promote production in the U.S. MP Materials should benefit from that effort. The stock is… Read More

Pass on these two activist targets

Activist investors seek out the same hidden assets we look for, including assets that can be sold or spun off. However, we don’t agree with their assessment of these two targets.
HARLEY-DAVIDSON INC. $39 is a hold. The company (New York symbol HOG; Manufacturing & Industry sector; Shares… Read More

SPAC deal helps unlock value

AMERICAN EXPRESS CO. $162 is a buy. The famed payment card issuer (New York symbol AXP; Fiannce sector; Shares outstanding: 774.6 million; Market cap: $125.5 million; Dividend yield: 1.1%; Takeover Target Rating: Medium; www.americanexpress.com.com) also owns 50% of American Express Global Business Travel, a firm that provides specialized travel… Read More