1. The strain of building the US semiconductor-FAB network is causing Intel to spend more on CAPEX than cash from operations. 2. Intel still trades at around 1 X book value even after the run up. 3. If Taiwan Semiconductor and Broadcom can acquire Intel's FAB and design business, it could be beneficial for current investors.

1. Investors have been investing in stocks expected to benefit from the incoming U.S. administration, such as Tesla and regional banks. 2. Brookfield, which has not been mentioned in discussions about Trump trades, benefits from Trump's regulatory approach. 3. Industry experts largely agree that Trump will allow more M&A than Biden. 4. As a leading dealmaker, Brookfield should benefit from the new administration's deal-friendly stance.

1. Veolia offers a 15% annualized RoR, focusing on stable, government-oriented sectors like waste, water, and energy. 2. The company has shown impressive 1H24 results, confirming its 2024-2027E perspectives. 3. Veolia is undervalued with a 15.22x P/E and a 4.1% yield, offering potential for significant upside through multiple expansions and strategic M&As.

1. Alimentation Couche-Tard has shown impressive growth with a CAGR of ~24% over 28 years. 2. The company's stock has a CAGR of 18% in CAD and 16% in USD over the last 10 years, with dividends growing at a CAGR of ~26%. 3. ACT trades at a trailing P/E ratio of ~20, making it an attractive investment despite its premium valuation.