Report
Dave Nicoski ...
  • Ross LaDuke
EUR 48.00 For Business Accounts Only

Vital Signs: Actionable charts

Key Points:

• Communication and Media names continue to act well (ex. CHTR, CABO, CMCSA, and T)

• The Consumer Discretionary Sector still has a number of leadership names (ex. PHM, JACK, CMG, AN, LAD, POOL, OLLI, LOW, and COST)

• Low interest rates continue to aid the Staples and Utility Sectors (ex. SJM, TR, FLO, GIS, CPB, ETR, NEE, ES, and WEC)
Underlyings
Aflac Incorporated

Aflac, through its subsidiaries, provides financial protection to people worldwide. The company's principal business is supplemental health and life insurance products. The company's insurance business consists of two reporting segments: Aflac Japan, which are designed to help consumers pay for medical and nonmedical costs that are not reimbursed under Japan's national health insurance system; and Aflac U.S., which the insurance products to provide supplemental coverage for people who already have primary medical or primary insurance coverage. The Aflac Japan's insurance products includes of cancer insurance, and medical insurance; and Aflac U.S. products includes of accident insurance, among others.

AT&T Inc.

AT&T is a holding company. Through its subsidiaries, the company is a provider of telecommunications, media and technology services. The company's Communications segment provides wireless and wireline telecom, video and broadband services. The company's WarnerMedia segment includes media and entertainment businesses that principally develop, produce and distribute feature films, television content, and other content globally; and operate digital media properties. The company's Latin America segment provides entertainment services in Latin America and wireless services in Mexico. The company's XANDR segment relies on using data from its customer relationships, to develop digital and video advertising that is relevant to consumers.

Cable One Inc.

Cable One is a provider of data, video and voice services. The company's products include: Residential Data Services, which provide data plans to its residential customers; Residential Video Services, which provide a variety of residential video services, generally ranging from a basic video service to a digital service with access to various channels; Residential Voice Services, which include local and long-distance calling, voicemail, call waiting, three-way calling, caller ID, anonymous call rejection and other features; and Business Services, which provides services for businesses ranging in size from small to mid-market, in addition to enterprise, wholesale and carrier customers.

Cboe Global Markets Inc

Cboe Global Markets is an exchange holding company. Through its subsidiaries, the company provides trading and investment solutions to investors. The company provides trading across a range of products in various asset classes and geographies, such as options, futures, United States and European equities, exchange-traded products, global foreign exchange and multi-asset volatility products based on the Cboe Volatility Index exchange-traded options and futures products. In addition to its exchanges providing a marketplace and listing venue for the trading of securities and derivatives the company calculates proprietary indices that are used as the basis for proprietary products or licensed for use by third parties.

Charter Communications Inc. Class A

Charter Communications is a holding company. Through its subsidiaries, the company is a cable operator and a broadband communications company providing video, Internet and voice services. The company also provides its mobile service to residential customers. In addition, the company sells video and online advertising inventory to local, regional and national advertising customers and communications and managed solutions to enterprise customers. The company also owns and operates regional sports networks and local sports, news and community channels. The company owns and operates a two-way telecommunications network which passes various households and small and medium businesses across United States.

CME Group Inc. Class A

CME Group is a holding company. Through its subsidiaries, the company exchanges provides a range of global benchmark products across asset classes based on interest rates, equity indexes, foreign exchange (FX), agricultural, energy and metal commodities. The company provides futures and options on futures trading across asset classes through its subsidiary, Chicago Mercantile Exchange Inc. (CME) Globex platform, cash and repo fixed income trading via BrokerTec, and cash and OTC FX trading via EBS. In addition, the company operates central counterparty clearing providers, CME Clearing, a division of CME. The company also provides optimization, reconciliation and processing services through TriOptima, Traiana and Reset.

Comcast Corporation Class A

Comcast is a media and technology company. The company's segments are: Cable Communications, which provides internet, video, voice, and security and automation services in the United States individually and as bundled services at a discounted rate over its cable distribution system to residential and business customers; NBCUniversal, which includes a portfolio of national cable networks that provide a variety of entertainment, news and information, and sports content, regional sports and news networks, international cable networks, and cable television studio production operations; and Sky, which owns a portfolio of pay television channels that provide entertainment, news, sports and movies.

Costco Wholesale Corporation

Costco Wholesale and its subsidiaries are principally engaged in the operation of membership warehouses based on the concept of providing its members low prices on a selection of nationally branded and private-label products. The company's merchandise are: food and sundries, which include dry foods, packaged foods, and groceries, snack foods, candy, alcoholic and nonalcoholic beverages, and cleaning supplies; hardlines, which include appliances, electronics, health and beauty aids, hardware, and garden and patio; fresh food, which include meat, produce, deli, and bakery; softlines, which include apparel and small appliances; and ancillary, which include gas stations and pharmacy businesses.

CyrusOne Inc.

CyrusOne is a self-managed data center real estate investment trust that owns, operates and develops enterprise-class, carrier-neutral, multi-tenant and single-tenant data center properties. Data centers are real estate assets that serve as centralized repositories of server, storage and network equipment. They are designed to provide the space, power, cooling and network connectivity necessary to operate information technology equipment. The company provides data center facilities that protect and ensure the continued operation of information technology infrastructure for customers in data centers and recovery centers in markets including in the U.S., London, U.K., Singapore and Frankfurt, Germany.

Easterly Government Properties Inc

Easterly Government Properties is an internally managed real estate investment trust focused primarily on the acquisition, development and management of Class A commercial properties that are leased to U.S. Government agencies. The operations of the company's is carried on primarily through Easterly Government Properties LP (the Operating Partnership) and the wholly owned subsidiaries of the Operating Partnership. The Operating Partnership holds substantially all of the company's assets and conducts substantially all the company's business.

Entergy Corporation

Entergy is a holding company. Through its subsidiaries, the company is an integrated energy company engaged mainly in electric power production and retail distribution operations. The company owns and operates power plants. The company has two segments: Utility, which generates, transmits, distributes and sells electric power to retail and wholesale customers in Arkansas, Louisiana, Mississippi, and Texas; and Entergy Wholesale Commodities, which includes the ownership, operation, and decommissioning of nuclear power plants, located in the northern United States, the sale of the electric power produced by its operating plants to wholesale customers, and also provides services to other nuclear power plant owners.

Flowers Foods Inc.

Flowers Foods produces a range of breads, buns, rolls, snack cakes, and tortillas and is a producer and marketer of packaged bakery foods in the United States. The company also sells returned and surplus product through a system of thrift stores. The company supplies national and regional restaurants, institutions and foodservice distributors, and retail in-store bakeries with breads and rolls; sells packaged bakery products to wholesale distributors for sale to a variety of food outlets; and sells packaged snack cakes primarily to customers who distribute them nationwide through various channels of distribution, including merchandisers, supermarkets, vending outlets and convenience stores.

General Mills Inc.

General Mills manufactures and markets branded consumer foods. The company's segments are: North America Retail, which provides cereals, refrigerated yogurt, soup, meal kits, dessert and baking mixes, frozen pizza and pizza snacks, grain, fruit and savory snacks, and organic products, among others; Convenience Stores and Foodservice, which provides snacks, yogurt, frozen meals and frozen dough products, and baking mixes, among others; Europe and Australia, which includes retail and foodservice businesses in the Europe and Australia region; Asia and Latin America, which consists of retail and foodservice businesses in the Asia and South America regions; and Pets, which includes pet food products.

J.M. Smucker Company

Smucker (J.M.) manufactures and markets food and beverage products. The company's principal products are coffee, dog food, pet snacks, cat food, peanut butter, fruit spreads, frozen handheld products, shortening and oils, portion control products, juices and beverages, and flour and baking ingredients. The company has four reportable segments: U.S. Retail Coffee, U.S. Retail Consumer Foods, and U.S. Retail Pet Foods, and International and Away From Home. The U.S. retail market segments represent the sales of food and beverage products to consumers through retail outlets in North America. The International and Away From Home segment represents sales outside of the U.S. retail market segments.

Jack in the Box Inc.

Jack in the Box operates and franchises Jack in the Box? quick-service restaurants (QSRs). Jack in the Box restaurants provide a selection of products including burgers like its Jumbo Jack? and product lines such as Buttery Jack? burgers. The company also provides breakfast sandwiches with cracked eggs, tacos and curly fries, along with sandwiches, salads and real ice cream shakes, among other items. The company allows its guests to customize their meals and order any product, including breakfast items any time of the day (or night). The company operates and franchises Jack in the Box QSRs, primarily in the western and southern United States, including in Guam.

Kansas City Southern

Kansas City Southern is a transportation holding company with domestic and international rail operations in North America. The company's subsidiary, The Kansas City Southern Railway Company, is a United States Class I railroad that serves a several region in the midwest and southeast regions of United States and has north/south rail route between Kansas City, MO and several main ports along the Gulf of Mexico in Alabama, Louisiana, Mississippi and Texas. The company's subsidiary, Kansas City Southern de Mexico, S.A. de C.V. operates a main commercial corridor of the Mexican railroad system and has as its main route a direct rail passageway between Mexico City and Laredo, TX.

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Lithia Motors Inc. Class A

Lithia Motors is a providers of personal transportation solutions. The company's segments are Domestic, Import and Luxury. The company's Domestic segment is comprised of retail automotive franchises that sell new vehicles manufactured by Chrysler, General Motors and Ford. The company's Import segment is comprised of retail automotive franchises that sell new vehicles manufactured primarily by Honda, Toyota, Subaru, Nissan and Volkswagen. The company's Luxury segment is comprised of retail automotive franchises that sell new vehicles manufactured primarily by BMW, Mercedes-Benz and Lexus. The franchises in each segment also sell used vehicles, parts and automotive services, and automotive finance and insurance products.

Lowe's Companies Inc.

Lowe's Companies is a home improvement retailer. The company provides home improvement products in lumber and building materials, appliances, seasonal and outdoor living, tools and hardware, fashion fixtures, rough plumbing and electrical, paint, millwork, lawn and garden, flooring, and kitchens categories. The company provides installation services through independent contractors in product categories, including appliances, flooring, kitchens, lumber and building materials, and millwork. The company also provides extended protection plans for various products within the appliances, kitchens, fashion fixtures, millwork, rough plumbing and electrical, seasonal and outdoor living, and tools and hardware categories.

Mid-America Apartment Communities Inc.

Mid-America Apartment Communities is a multifamily-focused, self-administered and self-managed real estate investment trust. The company owns, operates, acquires and develops apartment communities located in the Southeast, Southwest and Mid-Atlantic regions of the United States. The company maintains full or partial ownership of apartment communities and commercial properties across 16 states and the District of Columbia. The company's business is conducted principally through Mid-America Apartments, L.P., in which the company is the sole general partner.

NextEra Energy Inc.

NextEra Energy is a holding company, engaged in electric power and energy infrastructure. The company has two principal businesses, Florida Power & Light Company (FPL) and NextEra Energy Resources, LLC (NEER). FPL is a rate-regulated electric utility engaged primarily in the generation, transmission, distribution and sale of electric energy in Florida. FPL provides service to its electric customers through a transmission and distribution system that links its generation facilities to its customers. NEER, through its subsidiaries, owns, develops, constructs, manages and operates electric generation facilities in wholesale energy markets primarily in the United States and Canada.

Pool Corporation

Pool is a wholesale distributor of swimming pool supplies, equipment and related leisure products and a distributor of irrigation and related products. The company's products include: maintenance products; repair and replacement parts for pool equipment; packaged pool kits including walls, liners, braces and coping for in-ground and above-ground pools; pool equipment and components for new pool construction and the remodeling of existing pools; irrigation and related products; building materials; commercial products; and other pool construction and recreational products, which consist of a number of product categories and include discretionary recreational and related outdoor lifestyle products.

PS Business Parks Inc.

PS Business Parks is a self-advised and self-managed real estate investment trust that owns, operates, acquires and develops commercial properties, primarily multi-tenant industrial, flex and office space. Substantially all of the company's assets are held, and its business conducted, through PS Business Parks, L.P. The company owns and operates commercial space, comprising business parks, in California, Texas, Virginia, Florida, Maryland and Washington. The company owns flex space, representing industrial buildings that are configured with a combination of warehouse and office space and can be designed to fit a variety of uses.

Public Storage

Public Storage is a real estate investment trust. The company's business activities include: Self-storage Operations, which acquires, develops, owns and operates self-storage facilities that provide storage spaces for lease on a month-to-month basis, for personal and business use; Ancillary Operations, which reinsures policies against losses to goods stored by customers in the company's self-storage facilities and sells merchandise, mainly locks and cardboard boxes, at its self-storage facilities; and Investment in PS Business Parks Inc. (PSB), in which the company has an equity interest in PSB that owns, operates, acquires and develops commercial properties, mainly multi-tenant flex, office, and industrial parks.

PulteGroup Inc.

PulteGroup through its subsidiaries is engaged in the homebuilding business. The company also has mortgage banking operations, conducted principally through its susidiary, Pulte Mortgage LLC, and title and insurance brokerage operations. The company's homebuilding business includes the acquisition and development of land primarily for residential purposes within the United States. The company provides a variety of home designs, including single-family detached, townhouses, condominiums, and duplexes at different prices and with varying levels of options and amenities to its customer groups: first-time, move-up, and active adult.

Reinsurance Group of America Incorporated

Reinsurance Group of America is an insurance holding company. Through its subsidiaries, the company is a provider of life and health reinsurance and financial solutions. The company is engaged in providing reinsurance, which includes individual and group life and health, disability, and critical illness reinsurance. The company also provides financial solutions, which includes longevity reinsurance, asset-intensive products, primarily annuities, financial reinsurance, capital solutions and stable value products. The company has five geographic-based and business-based operational segments: United States and Latin America, Canada, Europe, Middle East and Africa, Asia Pacific, and Corporate and Other.

SolarEdge Technologies Inc.

SolarEdge Technologies designs, develops, and sells an intelligent inverter solution designed for power generation at the individual photovoltaic module level. The company's products consist mainly of power optimizers designed to maximize energy throughput from each and every module via constant tracking of Maximum Power Point individually per module; inverters, which invert direct current from the PV module to alternating current; a related cloud-based monitoring platform; and a storage solution that is used to increase energy independence and maximize self-consumption for homeowners by utilizing a battery that is sold separately by third party manufacturers, to store and supply power as needed.

Spok Holdings

Spok Holdings provides a suite of unified clinical communication and collaboration solutions that include call center operations, clinical alerting and notifications, one-way and two-way wireless messaging services, mobile communications and public safety solutions. The company also develops, sells and supports enterprise-wide systems for hospitals and other organizations needing to automate, centralize and standardize mission clinical communications. These solutions are used for contact centers, clinical alerting and notification, mobile communications and messaging and for public safety notifications.

Sysco Corporation

Sysco, acting through its subsidiaries and divisions, is a distributor of food and related products primarily to the foodservice or food-away-from-home industry. The company has three reportable segments: United States Foodservice Operations, which primarily include United States Broadline operations, which distribute a line of food products, including custom-cut meat, seafood, specialty produce, specialty imports and a variety of non-food products; International Foodservice Operations, which include operations in the Americas and Europe, which distribute a line of food products and a variety of non-food products; and SYGMA, which consists of its United States customized distribution subsidiary.

Under Armour Inc. Class A

Under Armour is engaged in the development, marketing and distribution of apparel, footwear and accessories for men, women and youth. The company provides HEATGEAR?, which is designed to be worn in warm to hot temperatures under equipment or as a single layer; and COLDGEAR?, which is designed to wick moisture from the body while circulating body heat from hot spots to help maintain core body temperature. The company's footwear products include running, basketball, cleated sports, slides, training, and outdoor. The company provides digital fitness subscriptions, along with digital advertising through its MapMyFitness, MyFitnessPal and Endomondo applications.

WEC Energy Group Inc

WEC Energy Group is a holding company. Through its subsidiaries, the company provides regulated natural gas and electricity, and nonregulated renewable energy. The company's segments include: Wisconsin, which generates and distributes electric energy and provides retail natural gas distribution service; Illinois, which includes the natural gas utility operations; Electric Transmission, which owns, maintains, monitors, and operates electric transmission systems in Wisconsin, Michigan, Illinois, and Minnesota; and Non-Utility Energy Infrastructure, which owns and leases generating facilities to its Wisconsin Electric Power Company subsidiary and owns underground natural gas storage facilities in Michigan.

Welltower Inc.

Welltower is a real estate investment trust. The company's segments are: Seniors Housing Operating, which includes seniors apartments, independent living and independent supportive living, continuing care retirement communities, Alzheimer's/dementia care, and care homes with or without nursing; Triple-net, which includes independent living and independent supportive living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing, as well as long-term/post-acute care; and Outpatient Medical, which consists of outpatient medical buildings including physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs.

Provider
Vermilion Research
Vermilion Research

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.

Analysts
Dave Nicoski

Ross LaDuke

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