Report
Dave Nicoski ...
  • Ross LaDuke
EUR 46.17 For Business Accounts Only

Vital Signs: Actionable charts

Key Points:

• Despite weakness in a number of Consumer Discretionary stocks, there are a number of names that remain attractive (ex. KBH, PHM, SIX, RRGB, WEN, SHAK, DNKN, and WMT)

• The Consumer Staples Sector continues to have a number of leadership names. (ex. HSY, K, SAFM, VGR, and CHD)

• Gold remains a leadership area of the market. (ex. RGLD, and NEM)

• REITs and Utilities are increasingly moving as market leadership. (ex. OHI, WELL, LTC, DEA, IRT, EQR, UDR, ADC, EXR, CONE, NSA, AMT, NEE, IDA, DUK, and ES)
Underlyings
Agree Realty Corp.

Agree Realty is an integrated real estate investment trust primarily focused on the ownership, acquisition, development and management of retail properties net leased to tenants. The company's assets are held by, and all of its operations are conducted through, directly or indirectly, Agree Limited Partnership, of which the company is the sole general partner and in which it holds a majority interest.

American Tower Corp

American Tower is a holding company. Through its subsidiaries, the company is a real estate investment trusts and an independent owner, operator and developer of multitenant communications real estate. The company's primary business is the leasing of space on communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. The company also provides tower-related services, including site acquisition, zoning and permitting and structural analysis, which primarily support its site leasing business, including the addition of new tenants and equipment on its sites.

Aptargroup Inc.

AptarGroup is a supplier of a range of dispensing, sealing and active packaging solutions for the beauty, personal care, home care, prescription drug, consumer health care, injectables, food and beverage markets. The company's primary products are dispensing pumps, which dispense a spray or lotion from non-pressurized containers; closures, which are plastic caps that allow a product to be dispensed without removing the cap; aerosol valves, which dispense product from pressurized containers; and elastomeric primary packaging components, which include stoppers for infusion, antibiotic, lyophilization and diagnostic vials, pre-filled syringe components, as well as dropper bulbs and syringe plungers.

Cboe Global Markets

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 multiple asset classes and geographies, including options, futures, U.S. and European equities, exchange-traded products, global foreign exchange (FX) and multi-asset volatility products based on the Cboe Volatility Index methodology, a barometer for equity market volatility. The company operates in five business segments: Options, U.S. Equities, Futures, European Equities and Global FX. The company also provides trading in products and licenses based on its own proprietary indexes and index methodologies.

Chubb Ltd

Church & Dwight Co.

Church & Dwight develops, manufactures and markets a range of consumer household and personal care products and specialty products focused on animal productivity, chemicals and cleaners. The company provides ARM & HAMMER baking soda, cat litter, laundry detergent, carpet deodorizer and other baking soda based products; TROJAN condoms, lubricants and vibrators; OXICLEAN stain removers, cleaning solutions, laundry detergents and bleach alternatives; SPINBRUSH battery-operated toothbrushes; FIRST RESPONSE home pregnancy and ovulation test kits; NAIR depilatories; ORAJEL oral analgesic; and L'IL CRITTERS and VITAFUSION gummy dietary supplements for children and adults, respectively.

CME Group

CME Group is a holding company. Through its subsidiaries, the company provides a range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural commodities and metals. The company provides futures and options on futures trading across asset classes through the CME Globex platform, fixed income trading via BrokerTec and FX trading on the EBS platform. The company also operates pcounterparty clearing provider CME Clearing. The company also provides optimization, reconciliation and processing services through TriOptima and Traiana.

CyrusOne

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.

Duke Energy Corp.

Duke Energy is a holding company. Through its subsidiaries, the company operates as an energy company. The company's segments include: Electric Utilities and Infrastructure, which provides retail electric service through the generation, transmission, distribution and sale of electricity to customers within the Southeast and Midwest regions of the U.S.; Gas Utilities and Infrastructure, which conducts natural gas operations, as well as owns, operates and has investments in various pipeline transmission and natural gas storage facilities; and Commercial Renewables, which acquires, develops, builds, operates and owns wind and solar renewable generation throughout the continental U.S.

Dunkin' Brands Group

Dunkin' Brands Group is a franchisor of quick service restaurants serving hot and cold coffee and baked goods, as well as ice cream. Through its Dunkin' Donuts brand, the company franchises restaurants featuring coffee, donuts, bagels, breakfast sandwiches, and related products. The company licenses Dunkin' Donuts brand products sold in certain retail outlets such as retail packaged coffee, Dunkin' K-Cup? pods, and ready-to-drink bottled iced coffee. Through its Baskin-Robbins brand, the company franchises restaurants featuring ice cream, frozen beverages, and related products. The company distributes Baskin-Robbins ice cream products to certain markets for sale in Baskin-Robbins restaurants and certain retail outlets.

Easterly Government Properties

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.

Equity Residential

Equity Residential is a real estate investment trust focused on the acquisition, development and management of rental apartment properties. The company is the general partner of, and owns an ownership interest in ERP Operating Limited Partnership (ERPOP). All of the company's property ownership, development and related business operations are conducted through ERPOP and those entities/subsidiaries owned or controlled by ERPOP. The company, directly or indirectly through investments in title holding entities, owns all or a portion of properties located in several states and the District of Columbia.

Eversource Energy

Eversource Energy is a public utility holding company. Through its subsidiaries, the company has four segments: electric distribution, which are engaged in the distribution of electricity to retail customers in Connecticut, Massachusetts and New Hampshire; electric transmission, which owns and maintains transmission facilities that are part of an interstate power transmission grid over which electricity is transmitted throughout New England; natural gas distribution, which distributes natural gas to communities in Massachusetts and cities and towns in Connecticut; and water distribution, which provides water services in towns and cities in Connecticut, Massachusetts and New Hampshire.

Extra Space Storage Inc.

Extra Space Storage is a self-administered and self-managed real estate investment trust that owns, operates, manages, acquires, develops and redevelops self-storage properties. Substantially all of the company's business is conducted through Extra Space Storage LP. The company operates in two segments:self-storage operations, which include rental operations of wholly-owned stores; and tenant reinsurance, which include the reinsurance of risks relating to the loss of goods stored by tenants in the company's stores. The company owns and operates stores in several states, Washington, D.C. and Puerto Rico.

First American Financial

First American Financial is a holding company. Through its subsidiaries, the company is engaged in the business of providing financial services through its two segments. The title insurance and services segment provides title insurance, closing and/or escrow services and similar or related services domestically and internationally in connection with residential and commercial real estate transactions. It maintains, manages and provides access to title plant records and images and, in addition, provides banking, trust, document custodial and wealth management services. The specialty insurance segment issues property and casualty insurance policies and sells home warranty products.

Hershey Foods Corp.

Hershey is engaged in the production of chocolate and non-chocolate confectionery. The company's segments are: North America, which is responsible for the company's chocolate and non-chocolate confectionery market position, as well as its grocery and snacks market positions, in the U.S. and Canada; and International and Other, in which the company has operations and manufactures product in China, Mexico, Brazil, India and Malaysia, and also distributes and sells confectionery products in export markets of Asia, Latin America, Middle East, Europe, Africa and other regions. The company's product offerings include chocolate and non-chocolate confectionery products, gum and mint refreshment products, pantry and snack items.

IDACORP Inc.

Idacorp is a holding company. The company's principal operating subsidiary, Idaho Power Company (Idaho Power) is an electric utility engaged in the generation, transmission, distribution, sale, and purchase of electric energy and capacity. Idaho Energy Resources Co., a joint venturer in Bridger Coal Company, mines and supplies coal to the Jim Bridger generating plant owned in part by Idaho Power. The company's other subsidiaries include: IDACORP Financial Services, Inc., an investor in affordable housing and other real estate investments; and Ida-West Energy Company, an operator of small hydroelectric generation projects.

Independence Realty Trust

Independence Realty Trust is a holding company. Through its subsidiaries, the company is a self-administered and self-managed real estate investment trust. The company's primary businesses are to acquire, own, operate, improve and manage multifamily apartment communities in non-gateway markets. The company owns and operates multifamily apartment properties. The company's properties are located in Georgia, North Carolina, Tennessee, Kentucky, Ohio, Oklahoma, Indiana, Texas, Florida, South Carolina, Arkansas, Illinois, Missouri, Louisiana, and Alabama. The company owns substantially all of its assets and conducts its operations through Independence Realty Operating Partnership, LP, of which the company is the sole general partner.

Intercontinental Exchange

Intercontinental Exchange is a holding company. Through its subsidiaries, the company is a global operator of regulated exchanges, clearing houses and listings venues, and a provider of data services for commodity, financial, fixed income and equity markets. The company operates regulated marketplaces for listing, trading and clearing a range of derivatives contracts and securities across various asset classes, including energy and agricultural commodities, metals, interest rates, equities, exchange traded funds, credit derivatives, bonds and currencies. The company also provides data services to support the trading, investment, risk management and connectivity needs of customers.

Intuit Inc.

Intuit helps consumers, small businesses, and the self-employed prosper by delivering financial management and compliance products and services. The company also provides tax products to accounting personnels, who are main partners that help the company serves small business customers. The company organizes its businesses into three reportable segments: Small Business and Self-Employed, which provides QuickBooks financial management solutions to solve financial and compliance problems; Consumer, which includes TurboTax products and services to prepare and file income tax returns; and Strategic Partner, which includes professional tax offerings and serve professional accountants in United States and Canada.

KB Home

KB Home is a homebuilding company. The company builds a variety of homes designed primarily for first-time and first move-up, as well as second move-up and active adult homebuyers, including attached and detached single-family residential homes, townhomes and condominiums. The company's financial services operations provide various insurance products to its homebuyers in the markets where it builds homes and provide title services in certain of those markets. The company's financial services operations also provide mortgage banking services, including residential consumer mortgage loan originations, to its homebuyers indirectly through KBHS Home Loans, LLC, a joint venture the company formed with Stearns Lending, LLC.

Kellogg Co.

Kellogg is engaged in the manufacture and marketing of ready-to-eat cereal and convenience foods. The company's principal products are snacks, such as crackers, cookies, savory snacks, toaster pastries, cereal bars, granola bars and bites, fruit-flavored snacks; and convenience foods, such as, ready-to-eat cereals, frozen waffles, veggie foods and noodles. The company's snacks brands are marketed under brands such as Kellogg's, Keebler, Cheez-It, Pringles, Murray, Austin, Famous Amos, Parati, and RXBAR. The company's cereals and cereal bars are generally marketed under the Kellogg's name, with some under the Kashi and Bear Naked brands. The company's frozen foods are marketed under the Eggo and Morningstar Farms brands.

LTC Properties Inc.

LTC Properties is a health care real estate investment trust. The company invests in seniors housing and health care properties. The company primarily invest in: Skilled nursing centers, which provide restorative, rehabilitative and nursing care for people not requiring the treatment available at acute care hospitals; Assisted living communities, which serves people who require assistance with activities of daily living, but do not require the constant supervision that skilled nursing facilities provide; Independent living communities, known as retirement communities or senior apartments; and Memory care communities, which provide options for people with Alzheimer's disease and other forms of dementia.

Mack-Cali Realty Corp.

Mack-Cali Realty is a real estate investment trust. The company owns and operates a real estate portfolio comprised of Class A office and office/flex properties located primarily in the Northeast. The company performs substantially all real estate leasing, management, acquisition and development on an in-house basis. The company operates in two industry segments: commercial and other real estate and multi-family real estate and services. The company provides leasing, property management, acquisition, development, construction and tenant-related services for its commercial and other real estate and multi-family real estate portfolio. The company's multi-family services business also provides similar services for third parties.

MarketAxess Holdings Inc.

MarketAxess Holdings operates an electronic trading platform that enables fixed-income market participants to trade corporate bonds and other types of fixed-income instruments using its patented technology. Through its Open Trading? protocols, the company executes trades in certain bond between and among institutional investor and broker-dealer clients. The company also provides trading-related products and services, including: Composite+ pricing and other market data products to assist clients with trading decisions; auto-execution and other execution services for clients requiring specialized workflow solutions; connectivity solutions that facilitate straight-through processing; and technology services.

MSCI

MSCI provides investment decision support tools and services. The company operates in four segments: Index, which is primarily a provider of equity indexes that is used in many areas of the investment process, including index-linked product creation and performance benchmarking; Analytics, which provides risk management, performance attribution and portfolio management content, applications and services; environmental, social and governance (ESG), which provides products and services that help institutional investors understand how ESG factors can affect the long-term risk of their investments; and Real Estate, which provides real estate performance analysis for funds, investors and managers.

National Storage Affiliates Trust

National Storage Affiliates Trust is a self-administered and self-managed real estate investment trust focused on the self storage sector. The company serves as the sole general partner of its operating partnership subsidiary, NSA OP, LP (operating partnership), to conduct its business, which is focused on the ownership, operation, and acquisition of self storage properties located within metropolitan statistical areas throughout the U.S. The company also owns certain of its self storage properties through other consolidated limited partnership subsidiaries of its operating partnership.

NewMarket

NewMarket is a holding company and is the parent company of Afton Chemical Corporation (Afton), Ethyl Corporation (Ethyl), NewMarket Services Corporation (NewMarket Services), and NewMarket Development Corporation (NewMarket Development). Afton manufactures and sells petroleum additives, while Ethyl represents the sale of tetraethyl lead (antiknock compounds) in North America and certain contracted manufacturing and services. NewMarket Development manages the property that the company owns in Virginia. NewMarket Services provides various administrative services to the company, Afton, Ethyl, and NewMarket Development. The company's business is composed of one segment, petroleum additives.

Newmont Goldcorp

Newmont Goldcorp is a gold producer with operations and/or assets in the U.S., Australia, Peru, Ghana and Suriname. The company also produces copper, principally through operations in Boddington in Australia and Phoenix in the U.S. The company's regions include North America, South America, Australia, and Africa. The company's North America segment consists primarily of Carlin, Phoenix, Twin Creeks, Long Canyon and Cripple Creek &Victor in the U.S. The company's South America segment consists primarily of Yanacocha in Peru and Merian in Suriname. The company's Australia segment consists primarily of Boddington, Tanami and Kalgoorlie in Australia. The company's Africa segment consists primarily of Ahafo and Akyem in Ghana.

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 engaged primarily in the generation, transmission, distribution and sale of electric energy in Florida. NEER is a clean energy company, which emphasizes on the development, construction and operation of long-term contracted assets with a focus on renewable projects. Through its subsidiaries, NEER owns, develops, constructs, manages and operates electric generation facilities in wholesale energy markets primarily in the U.S., as well as in Canada and Spain.

Omega Healthcare Investors

Omega Healthcare Investors is a real estate investment trust. The company has one reportable segment consisting of investments in healthcare-related real estate properties located in the U.S. and the U.K. The company's main business is to provide financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities, and, to a lesser extent, assisted living facilities, independent living facilities and rehabilitation and acute care facilities. The company's main portfolio consists of long-term leases and mortgage agreements.

Perficient Inc.

Perficient is a digital transformation consulting firm serving customers throughout North America. The company's solutions include custom applications, management consulting, analytics, commerce, content management, business integration, portals and collaboration, customer relationship management, business process management, platform implementations, enterprise data and business intelligence, enterprise performance management, enterprise mobile, cloud services, digital marketing, and DevOps, among others. The company also provides education and mentoring services to its clients. The company conducts IBM and Oracle-certified training, where it provides its clients a range of courses and other education services.

Perspecta

Perspecta is a provider of end-to-end enterprise information technology services to government customers across U.S. federal, state and local markets. Using its enterprise offerings and solutions, the company assists its government customers implement modern collaborative workplaces, hybrid cloud platforms and integrated digital systems of engagement with their enterprise management systems. The company's enterprise-based offerings and solutions for U.S. government customers include Cloud, Platform and IT Outsourcing Services, Enterprise and Cloud Applications, Enterprise Security, Mobility and Workplace, as well as Analytics.

Pulte Group

PulteGroup throughg 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 provides a range of product line to meet the needs of homebuyers in its targeted markets. Through its brands, which include Centex, Pulte Homes, Del Webb, DiVosta Homes, and John Wieland Homes and Neighborhoods, the company provides a range 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.

Red Robin Gourmet Burgers Inc.

Red Robin Gourmet Burgers, together with its subsidiaries, primarily develops, operates, and franchises restaurants in North America and focuses on serving gourmet burgers. The company's menu features its product, a line of Gourmet Burgers. To complement its Gourmet Burgers Co. provides a line of Red's Tavern Double? burgers. In addition to burgers, the company serves an array of other items. These items include a variety of appetizers, salads, soups, seafood, and other entrees. The company also provides a range of single-serving and shareable desserts as well as its Finest milkshakes. The company's beverages include alcoholic and non-alcoholic specialty drinks, cocktails, wine, and a variety of national and craft beers.

Royal Gold Inc.

Royal Gold acquires and manages precious metal streams, royalties and similar interests. The company acquires existing stream and royalty interests or finances projects that are in production or in the development stage in exchange for stream or royalty interests. A metal stream is a purchase agreement that provides, in exchange for an upfront deposit payment, the right to purchase all or a portion of one or more metals produced from a mine, at a price determined for the life of the transaction by the purchase agreement. Royalties are non-operating interests in mining projects that provide the right to a portion of revenue or metals produced from the project after deducting specified costs, if any.

Sanderson Farms Inc.

Sanderson Farms is a poultry processing company engaged in the production, processing, marketing and distribution of fresh and frozen chicken products, including processed and minimally prepared chicken. The company sells ice-packed, chill-packed, bulk-packed and frozen chicken, in whole, cut-up and boneless form to retailers, distributors, and casual dining operators, and to customers who resell frozen chicken into export markets. The company operates through: Sanderson Farms, Inc. (Production Division), which is engaged in the production of chickens to the broiler stage; and Sanderson Farms, Inc. (Processing Division), which is engaged in the processing, sale and distribution of chicken products.

Shake Shack

Shake Shack is a roadside burger stand serving an American menu of burgers, hot dogs, crispy chicken, frozen custard, crinkle cut fries, shakes, beer, wine and others. The company operates and licenses Shake Shack restaurants. The company's menu include: Burgers & Chicken, which includes the SmokeShack?, 'Shroom Burger? (Co.'s vegetarian burger), Shack Stack? and Hamburger, as well as Chick'n Shack?; Crinkle Cut Fries, which are made from Yukon potatoes; Hot Dogs, which includes beef hot dogs and chicken dogs; Frozen Custard, which is made from vanilla and chocolate recipes and milk; Beer, Wine and Beverages, which provides local craft beers; and Dogs Are Welcome Too, which provides dog biscuits.

Six Flags Entertainment Corp.

Six Flags Entertainment is a theme park operator and also an operator of waterparks. The company's parks provide a selection of thrill rides, water attractions, themed areas, concerts and shows, restaurants, game venues and retail outlets. The company holds licenses for theme park usage of certain Warner Bros. and DC Comics characters throughout the U.S. (except the Las Vegas metropolitan area), Canada, Mexico and other countries. The company's licenses include the right to sell merchandise featuring the characters at the parks, and to use the characters in its advertising, as walk-around characters and in theming for rides, attractions and retail outlets.

UDR
UDR

UDR is a real estate investment trust that owns, operates, acquires, renovates, develops, redevelops, disposes of, and manages multifamily apartment communities generally located in markets located throughout the U.S. The company has an ownership interest in communities containing apartment homes through unconsolidated joint ventures or partnerships. The company's operating partnership, United Dominion Realty, L.P., has a consolidated real estate portfolio that includes communities located in several markets.

Vector Group Ltd.

Vector Group is a holding company. The company is engaged principally in the manufacture and sale of cigarettes in the U.S. through its Liggett Group LLC (Liggett) and Vector Tobacco Inc. subsidiaries; and the real estate business through its New Valley LLC (New Valley) subsidiary. The company's business segments were Tobacco, and Real Estate. The Tobacco segment consists of the manufacture and sale of conventional cigarettes. The Real Estate segment includes the company's investment in New Valley, which includes Douglas Elliman, Escena, Sagaponack and investments in real estate ventures.

Walmart

Walmart is engaged in global operations of retail, wholesale and other units, as well as eCommerce, located throughout the U.S., Africa, Argentina, Canada, Central America, Chile, China, India, Japan, Mexico and the U.K. The company's operations are conducted in three reportable segments: Walmart U.S., which is a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, as well as walmart.com, jet.com and other eCommerce brands; Walmart International, which includes various formats divided into retail, wholesale and other categories; and Sam's Club, which is a membership-only warehouse club that also operates samsclub.com.

Welltower Inc.

Welltower is a real estate investment trust. The company has three segments: Triple-Net, which includes independent living and independent supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.); Seniors Housing Operating, which includes independent living and independent supportive living, continuing care retirement communities, Alzheimer's/dementia care and include care homes with or without nursing (U.K.); and Outpatient Medical, which consists of health care related buildings that include physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs.

Wendys Company

The Wendy's is a holding company. The company's subsidiary, Wendy's Restaurants, LLC, is the parent company of Wendy's International, LLC (Wendy's), which is the owner and franchisor of the Wendy's? restaurant system in the U.S. Wendy's is a quick-service restaurant company in the hamburger sandwich segment. Each Wendy's restaurant provides a menu featuring hamburger sandwiches and filet of chicken breast sandwiches. Wendy's menu also includes chicken nuggets, chili, french fries, baked potatoes, salads, soft drinks, Frosty? desserts and kids' meals. In addition, the restaurants sell a variety of promotional products.Wendy's also provides breakfast in some restaurants in the U.S.

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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