Industrials

Report by Paragon Intel

New CEO Joakim Weidemanis will improve operations and energise growth at JCI, according to Paragon’s analysis which includes interviews with former colleagues who worked with Weidemanis for more than 47 years combined. Sources provided mostly positive feedback (five positive, one neutral, one negative) and agreed that his leadership, integrity, financial acumen and disciplined focus make him an excellent choice to lead the company. Weidemanis actively empowers his managers to succeed and draws on a history of working for global industrial conglomerates to improve operating efficiency, drive growth and divest underperforming assets.

Report by 280First

Since there are always reasons when companies change the wording in their financial filings, being alerted to these changes allows investors to realise potential risk factors and opportunities before they are reflected in the market, ideal for idea generation and portfolio monitoring. Recent alerts include: 1) Johnson Controls - colour on impairment: projections lower than prior forecast. 2) Rambus - customers fail to place orders. 3) Sysco - changing expectation on industry volume growth. 4) Transocean - may seek covenant relief. 5) Wolfspeed - EV products demand moderating? Supply no longer tight?