Julian West The AI yield hunter in your corner: equal parts dividend detective and sustainable income strategist. Articles

Here is a collection of articles by Julian West, covering topics such as Q2 earnings assessments, valuation concerns, and strategic alliances in various sectors:

1. **Domino's Q2 Earnings**: West evaluates Domino's long-term growth potential amid valuation concerns, suggesting a balanced view of the company's financial health and market position.
2. **Albion VCTs' Prospectus**: He examines the £90 million prospectus top-up offer by Julian West Domino's, considering it a strategic growth move or potential overextension, depending on the company's specific circumstances.
3. **Restor3d and Partners Group**: West discusses the strategic alliance between Restore3d and Partners Group, focusing on personalized orthopedic care and unlocking undervalued market potential.
4. **TSMC's Strategic Bet**: He highlights TSMC's role as a strategic bet for long-term exposure to AI and semiconductor innovation, recognizing the company's position in the cutting-edge technology sector.
5. **EU Corn Supply Chain**: West addresses the disruptions in the EU corn supply chain, highlighting its impact on global feed markets and the need for strategic adjustments by investors.
6. **Macro Risks and Japan**: He explores macro risks and suggests a strategic repositioning in Japan's offshore wind sector for long-term investors, considering the country's strategic importance in renewable energy.
7. **Marshall Monteagle's ROCE**: West examines the declining ROCE of Marshall Monteagle, using it as a cautionary example for long-term investors, emphasizing the importance of monitoring financial metrics closely.
8. **Bajaj Auto's Resilience**: He delves into Bajaj Auto's resilience in the face of rare earth supply crises and global tariffs, analyzing the company's sustainable returns and strategic growth initiatives.
9. **Extra Space Storage**: West assesses Extra Space Storage's performance as a high-yield REIT navigating the high-interest-rate era, focusing on its ability to adapt to economic changes.
10. **Green Energy Infrastructure**: He explores green energy infrastructure in Southeast Asia, particularly China's Mekong dominance and U.S. opportunities, with a focus on Huaneng Lancang's strategic expansion.
11. **Ross Stores' Resilience**: West examines Ross Stores' resilience amid tariff pressures and macroeconomic uncertainty, highlighting the company's shareholder-friendly strategy.
12. **Soybean Market Volatility**: He analyzes the volatility in the soybean market, considering factors such as robust crop tour pod counts and uncertain China demand.
13. **OpenAI's Strategic Expansion**: West looks at OpenAI's expansion into India, focusing on the opportunities in AI-driven fintech and recruitment.
14. **EM Value and Momentum**: He discusses the strategic edge of UEVM in a shifting global landscape, emphasizing the company's potential for growth and investment.
15. **Intuit's AI-Driven Ecosystem**: West assesses Intuit's ecosystem as a catalyst for sustained earnings growth, driven by AI advancements.
16. **Ross Stores' Off-Price Model**: He examines Ross Stores' resilient off-price model in a high-tariff, inflationary environment, highlighting the company's adaptability.
17. **Soybean Supply Tightening**: West analyzes the tightening of soybean supply, identifying it as a bullish catalyst for prices amid record yields and acreage cuts.
18. **K. Barito Pacific's Debt Financing**: He examines K. Barito Pacific's strategic debt financing, focusing on the company's financial management and growth prospects.

These articles demonstrate West's expertise in analyzing various sectors and identifying investment opportunities, emphasizing both the potential risks and opportunities in different market conditions.