US cable and phone firms are sitting on a hugely valuable asset – the network of fibre-optic cables that carries phone calls, broadband and cable TV to millions of homes across the country. Eoin Gleeson examines the American telecoms industry and picks the best bet in the sector.
Articles written by Eoin Gleeson
With oil around $50 a barrel, drilling rigs lie idle around the world. And, while commodity bulls are convinced oil stocks have priced in the worst, the worst is yet to come. But it’s not all doom and gloom: Eoin Gleeson examines oil services companies, and picks the best stock in the sector.
Just as the discovery of alternating current revolutionised electricity, so ‘cloud computing’ will transform IT, says Eoin Gleeson.
Many online gambling firms are prospering as punters stay at home during the recession. And now that PartyGaming has reached agreement with the US authorities, the trade can breathe a little more easily. Eoin Gleeson examines the industry, and picks the best bet in the sector.
The oil ‘contango’ – an imbalance between the current and future price of oil – means the world is running out of storage facilities as oil is stockpiled. Eoin Gleeson examines the sector and picks one stock to profit from the phenomenon.
China is now the world’s dominant supplier of an obscure group of minerals vital to US industry. Called ‘rare earth’ metals, they could join oil as an emerging-market economic weapon as China chokes supply to suit its own ends. Eoin Gleeson examines the sector, and picks one stock to gamble on.
As the recession makes many traditional industries obsolete and much of the labour force ‘re-skills’, technical colleges across the US are seeing a rise in enrolments. Eoin Gleeson explores the business of education, and picks the best bets in the sector.
Developing drugs is expensive and time-consuming. But by farming out research and testing to smaller specialists, big firms can relieve the pain and cost of bringing a drug to market. Eoin Gleeson investigates pharmaceutical support services, and picks the best bet in the sector.
Brazil’s electricity generating companies are in good shape. The industry has been completely overhauled recently, and the market is forecast to grow at 4.5% a year for the next few years. Eoin Gleeson examines the sector, and picks the best bet for investors.
Fertiliser manufacturers have been punished by the markets recently, and stock prices have tanked. But they could soon be back on the way up, says Eoin Gleeson. Here, he looks at one vital but very scarce ingredient, and picks the best bet in the sector.