Vermilion Macro Vision: Manufacturing Sector Synopsis
Manufacturing Sector: Overweight. Our Industrial Diversified Large-Cap Group continues to exhibit leadership characteristics. Names we find technically attractive in this group are: SIEGY, MMM, HON, UTX, ABB, ITW, PHG, IR, DOV, LUK, ST and PNR. There are a number of Aero Defense related names that continue to plot in an up and to the right trajectory. Some of our favorite technically attractive names are: BA, LMT, GD, RTN NOC, HII, COL, HRS, LLL, ESLT, AJRD, TDG, OA, HXL, TDY, DGI, CUB, RAVN, CMTL, AVAV, HEI.A, KLXI, HE, TGI, SPA, LMIA, TATT, CVU, CAE, ESL, MOG.A, KTOS, MOG.B, ISCC and DCO. Group MF-12 Auto parts, Large-Cap and Small-Cap does have a few technically attractive names, but there is an underlying concern regarding record automobile inventories. Names that remain technically attractive include: ETN, DLPH,MGA, ALV, BWA and WBC. Our Group MF-14 Trucks and Components continues to exhibit leadership characteristics. Names we like include: CMI, ALSN, WNC, RUSHA, CYD, TWI, RUSHBAAON is engaged in the manufacture and sale of air conditioning and heating equipment consisting of standard, semi-custom and custom rooftop units, chillers, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps and coils. These products are marketed and sold to retail, manufacturing, educational, lodging, supermarket, medical and other commercial industries. The company's of rooftop units include the RQ Series, the RN Series, the RL Series and the RZ Series. The company's condensing units include the CB Series, the CF Series, the CN Series, and the CL Series.
Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.
Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
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