Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Vermilion Compass: Weekly Equity Strategy

Still Bullish, But With Reservations And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy has paid off. Primarily responsible for new highs in these indexes is Technology (esp. software and semis/semi suppliers) and FAANG stocks. While these areas all remain bullish, we still have some reservations due to the massive disparity in performance between them and the Materials (XLB, XME) and Energy (RYE) Sectors, and also small-caps (IWM) which continue to hit new RS lows. Still, the Materials and Energy Secto...

Vermilion Compass: Weekly Equity Strategy

Vital Signs: Actionable charts

• A number of Consumer Cyclical names continue to indicate leadership. (ex. THO, WGO, CROX, WLH, LEN, KBH, PZZA, TXRH, SCVL, GCO, and RH) • The Healthcare Sector has a number of attractive names developing major bases and staging RS reversals. (ex. CAH, HSIC, ITGR, ABT, MLAB, RMD, SYK, MD, RDNT, TRHC, CNC, WCG, RGNX, BEO, and SYNH) • The Technology Sector continues to be long-term leadership. Many issues are extended and we would suggest taking opportunity of any weakness. (ex. TER, AMAT, SYNA, INTC, AVGO, INTU, LPSN, CTXS, ADP, EXLS, PRSP, and FN)

Vermilion Compass: Weekly Equity Strategy

Waiting on Small-Caps This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same time, small-caps continue to be one area of the market that gives us some reason for pause as neither the Russell 2000 or S&P Small Cap 600 indexes have been able to make bullish price or RS inflections. • Small-Caps Still Below Resistance. The major US large- and mid-cap indexes have all decisively broken out to either all-time highs or 52-week highs, leaving small-caps behind. This situation can only happen for so long bec...

Valens Equity Insights and Inflections - 2021 02 23

CTSH has built an industry-leading asset-based consulting business over the past 15 years, seeing remarkably stable returns and steady investment in growth, through various economic cycles and potentially impactful regulatory changes. However, the market is expecting both their ability to drive growth and improve profitability to severely erode going forward, with UAFRS-based (Uniform) ROA falling by half and growth slowing too. While markets are overly pessimistic, management is aligned to focus on maintaining margins to preserve their uniform ROA going forward, and their growth-based compen...

Valens Equity Insights and Inflections - 2021 02 23

CTSH has built an industry-leading asset-based consulting business over the past 15 years, seeing remarkably stable returns and steady investment in growth, through various economic cycles and potentially impactful regulatory changes. However, the market is expecting both their ability to drive growth and improve profitability to severely erode going forward, with UAFRS-based (Uniform) ROA falling by half and growth slowing too. While markets are overly pessimistic, management is aligned to focus on maintaining margins to preserve their uniform ROA going forward, and their growth-based compen...

BLK - Embedded Expectations Analysis - 2021 02 22

BlackRock, Inc. (BLK:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 19.0x Uniform P/E. At these levels, the market has expectations for profitability to remain stable, but management may have concerns about ACV growth, the sustainability of net inflows, and the potential of their newly launched products Specifically, management may lack confidence in their ability to sustain iShares and advisory net cash inflows and cultivate further organic base fee growth. In addition, they may have concerns about the impact of large client asset reallocati...

The Vanguard Group, Inc. - Strategy, SWOT and Corporate Finance Report

Summary The Vanguard Group, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights The Vanguard Group, Inc. (Vanguard or "the company") is the US-based investment management firm. The company provides investment products such as Vanguard mutual funds, Vanguard exchange-traded funds (ETFs), other mutual funds, stocks and, CDs and bonds. It also offers services that...

KKR Financial Holdings LLC - Strategy, SWOT and Corporate Finance Report

Summary KKR Financial Holdings LLC - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights KKR Financial Holdings LLC (KKR Financial), a subsidiary of KKR & Co Inc, is a global investment firm that invests in alternative asset classes including private equity, energy, infrastructure, real estate, and credit, with strategic partners that manage hedge funds. It invests ca...

BlackRock, Inc.: Q4 2020 performance commentary

BlackRock's Q4 2020 earnings illustrated the company's diverse strengths and industry leadership.

BlackRock, Inc.: Q1 2018 results point to credit strengths

BlackRock’s (A1, positive) Q1 performance began 2018 on a strong note.

BlackRock, Inc.: Q4 2017 Update - strong results support positive outlook

FINANCIAL INSTITUTIONS ISSUER COMMENT 16 January 2018 Analyst Contacts Neal M. Epstein, CFA +1.212.553.3799 VP-Sr Credit Officer [email protected] Jordan Schoenberg +1.212.553.2864 Associate Analyst [email protected] Robert M. Callagy +1.212.553.4374 Senior Vice President/ Manager [email protected] Marc R. Pinto, CFA +1.212.553.4352 MD-Financial Institutions [email protected]

BlackRock, Inc.: Update Following Rating Change in Outlook to Positive

FINANCIAL INSTITUTIONS CREDIT OPINION 10 July 2017 Update RATINGS BlackRock, Inc. Domicile New York, New York, United States Long Term Rating A1 Type LT Issuer Rating - Dom Curr Outlook Positive Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Neal M. Epstein, CFA 212-553-3799 VP-Sr

Moody's revises BlackRock, Inc.'s outlook to positive; A1 rating affirmed

Rating Action: Moody's revises BlackRock, Inc.' s outlook to positive; A1 rating affirmed. Global Credit Research- 29 Jun 2017. New York, June 29, 2017-- Moody's Investors Service today revised the outlook of BlackRock, Inc.' s to positive from stable, and affirmed the rating at A1.

With a more favourable environment, BLACKROCK improves to Slightly Positive

BLACKROCK (US), a company active in the Asset Managers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date March 23, 2021, the closing price was USD 716.57 and its potential was estimated at USD 838.23.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.