Must Reads: Top 10 Stocks For H2 2023

The first half of 2023 marked a turnaround in the markets, with a tech rally and the S&P 500 logging a total return of +

Must Reads Top 10 Stocks For H2 2023  The first half of 2023 marked a turnaround in the markets, with a tech rally and the S&P 500 logging a total return of +16%, despite signs of recessio... Continue Reading Veolia: A Stock You Should Definitely Consider, But Close To 'Hold' The article discusses the potential of investing in water and environmental companies, using French firm Veolia as an example. I believe that investin... Continue Reading Pernod Ricard: Still Quality But Now At A Higher Price (Rating Downgrade) It's hard to fault Pernod's track record through the years. But the current operating backdrop is challenging. Having already swung to a relative valu... Continue Reading Dassault Aviation: Supply Chain Issues Don't Change Story EV remains at 0 thanks to ownership in Thales and the very substantial cash pile. However, earnings direction is what matters for Dassault Aviation pe... Continue Reading SDHY: Improving Distribution Coverage And Trading At A Deep Discount SDHY focuses on a portfolio primarily of high-yield corporate bonds but also mixes in some floating rate exposure. The fund has experienced an increas... Continue Reading Download the Seeking Alpha App! Like Must Reads? Try our other newsletters as well. This email was sent to you because you signed up to receive Must Reads. If you do not want to receive Must Reads emails, click here to unsubscribe. Sent by Seeking Alpha, 244 5th Ave, Suite 2705, New York, NY 10001