reports
- Jonathan Moreland
VNO VORNADO REALTY TRUST
TYL TYLER TECHNOLOGIES INC.
TBI TRUEBLUE INC.
REXR REXFORD INDUSTRIAL REALTY INC.
PODD INSULET CORPORATION
NEU NEWMARKET CORPORATION
MYGN MYRIAD GENETICS INC.
MSCI MSCI INC. CLASS A
LXRX LEXICON PHARMACEUTICALS INC.
HUM HUMANA INC.
HMN HORACE MANN EDUCATORS CORPORATION
HCI HCI GROUP INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
CEVA CEVA INC.
CAR AVIS BUDGET GROUP INC.
OFIX ORTHOFIX INTERNATIONAL N.V.
WY WEYERHAEUSER COMPANY
TZOO TRAVELZOO
FIVN FIVE9 INC.
PRU PRUDENTIAL PLC
SAH SONIC AUTOMOTIVE INC. CLASS A
SXC SUNCOKE ENERGY INC.
WINA WINMARK CORP.
ITIC INVESTORS TITLE CO.
GGT THE GABELLI MULTIMEDIA TRUST
CNDT CONDUENT INC.
HLNE HAMILTON LANE INCORPORATED CLASS A
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SSTI SHOTSPOTTER
KKR KKR & CO. INC.
BOTJ BANK OF THE JAMES FINANCIAL GROUP INC.
UBER UBER TECHNOLOGIES INC.
AVTR AVANTOR
VERX INC.
BIGC VERTEX
NBR INC.
SLQT BIGCOMMERCE HOLDINGS
DLHC NABORS INDUSTRIES LTD.
ABCL SELECTQUOTE
CVRX INC.
ELF DALEIGH HOLDINGS CORP
FLYW ABCELLERA BIOLOGICS
BLCO CVRX
FSCO INC.
CADL E.L.F. BEAUTY
CVI INC.
TLSI FLYWIRE CORP
ASST BAUSCH + LOMB CORP
EKSO FS CREDIT OPPORTUNITIES CORP.
LNZA CANDEL THERAPEUTICS
INC.
CVR ENERGY
INC.
TRISALUS LIFE SCIENCES INC
ASSET ENTITIES INC.
EKSO BIONICS HOLDINGS INC.
LANZATECH GLOBAL INC
- Jonathan Moreland
SCSC SCANSOURCE INC.
PSEC PROSPECT CAPITAL CORPORATION
MSCI MSCI INC. CLASS A
MOH MOLINA HEALTHCARE INC.
MMS MAXIMUS INC.
KVHI KVH INDUSTRIES INC.
HTGC HERCULES CAPITAL INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
BMI BADGER METER INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
PRU PRUDENTIAL FINANCIAL INC.
ASA ASA
WY WEYERHAEUSER COMPANY
MDU MDU RESOURCES GROUP INC
MEDP MEDPACE HOLDINGS INC.
SAH SONIC AUTOMOTIVE INC. CLASS A
TSI TCW STRATEGIC INCOME FUND INC.
PLBC PLUMAS BANCORP
GRF EAGLE CAPITAL GROWTH FUND INC
CNDT CONDUENT INC.
MSFT MICROSOFT CORPORATION
SSTI SHOTSPOTTER
ZIVO ZIVO BIOSCIENCE
KKR INC.
BOTJ KKR & CO. INC.
AXR BANK OF THE JAMES FINANCIAL GROUP INC.
TENB AMREP
AVTR TENABLE HOLDINGS
CMTV AVANTOR
VERX INC.
BIGC COMMUNITY BANCORP INC. VT
SLQT VERTEX
DLHC INC.
AFRM BIGCOMMERCE HOLDINGS
FLYW SELECTQUOTE
CHRW INC.
TBBK DALEIGH HOLDINGS CORP
QDEL AFFIRM HOLDINGS
IE FLYWIRE CORP
CHUC C.H. ROBINSON WORLDWIDE
RXO_w INC.
GTE THE BANCORP
CNVS INC.
COCH QUIDEL CORP
ASST IVANHOE ELECTRIC INC
SPGI CHARLIES HLDGS INC
EKSO RXO INC
NDAQ GRAN TIERRA ENERGY INC.
LNZA CINEVERSE CORP
ANZU SPECIAL ACQUISITION CORP I
ASSET ENTITIES INC.
MCGRAW HILL FINANCIAL INC
EKSO BIONICS HOLDINGS INC.
THE NASDAQ OMX GROUP
INC.
LANZATECH GLOBAL INC
- Jonathan Moreland
MSCI Inc: 1 director
A director at MSCI Inc bought 3,681 shares at 543.210USD and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
- Jonathan Moreland
CINF CINCINNATI FINANCIAL CORPORATION
ASA ASA
MDU MDU RESOURCES GROUP INC
MEDP MEDPACE HOLDINGS INC.
NWPP NEW PEOPLES BANKSHARES INC.
ZIVO ZIVO BIOSCIENCE
SONO INC.
JYNT SONOS
RXO_w THE JOINT
VANI RXO INC
GTE VIVANI MEDICAL INC
CNVS GRAN TIERRA ENERGY INC.
COCH CINEVERSE CORP
MXF ANZU SPECIAL ACQUISITION CORP I
GF THE MEXICO FUND
EKSO INC.
THE NEW GERMANY FUND
INC.
EKSO BIONICS HOLDINGS INC.
- Jonathan Moreland
ANTM ANTHEM INC.
SSB SOUTH STATE CORPORATION
SNV SYNOVUS FINANCIAL CORP.
SIGI SELECTIVE INSURANCE GROUP INC.
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
RLI RLI CORP.
PSX PHILLIPS 66
PRGS PROGRESS SOFTWARE CORPORATION
PNFP PINNACLE FINANCIAL PARTNERS INC.
NVCR NOVOCURE LTD.
MTH MERITAGE HOMES CORPORATION
MSCI MSCI INC. CLASS A
MOFG MIDWESTONE FINANCIAL GROUP
FBIZ FIRST BUSINESS FINANCIAL SERVICES
CNC CENTENE CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ALGN ALIGN TECHNOLOGY INC.
UPS UNITED PARCEL SERVICE INC. CLASS B
PETS PETMED EXPRESS INC.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
PBT PERMIAN BASIN ROYALTY TRUST
LIND LINDBLAD EXPEDITIONS HOLDINGS
KYN KAYNE ANDERSON MLP INVESTMENT CO.
PLBC PLUMAS BANCORP
CZWI CITIZENS COMMUNITY BANCORP
MBIN MERCHANTS BANCORP
PGC PEAPACK-GLADSTONE FINANCIAL CORP.
LOOP LOOP INDUSTRIES
CHMG CHEMUNG FINANCIAL CORP.
FVCB FVCBANKCORP
TLRY TILRAY
TROX TRONOX HOLDINGS PLC
AMTB AMERANT BANCORP (A)
PCB PACIFIC CITY FINANCIAL CORP
DMAC DIAMEDICA THERAPEUTICS INC.
CRDF CARDIFF ONCOLOGY INC
ABSI ABSCI CORP
NSPR INSPIREMD INC
BRCC BRC INC
JMSB JOHN MARSHALL BANCORP INC
PRME PRIME MEDICINE INC
MMC MARSH & MCLENNAN COMPANIES INC.
STRW STRAWBERRY FIELDS REIT INC.
AURX NUO THERAPEUTICS
DMA INC.
MRAI DESTRA MULTI ALTERNATIVE FUND
GF MARPAI
CVM INC.
THE NEW GERMANY FUND
INC.
CEL-SCI CORPORATION
- Jonathan Moreland
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Buy the Pullback in MSCI ACWI and S&P 500 Our outlook remains bullish on global equities (MSCI ACWI) with ACWI-US and the S&P 500 holding above their respective bases at $117 and 5650-5670. We have discussed since mid-October how we would use any pre-election pullback in the MSCI ACWI or the S&P 500 (the U.S. remains our only country overweight) as an opportunity to add exposure, and that we see a high probability of significant upside going into year-end and the early part of 2025. This remain...
- Valens Research
- Valens Research
- Jonathan Moreland
MSCI MSCI INC. CLASS A
LGND LIGAND PHARMACEUTICALS INCORPORATED
CTRN CITI TRENDS INC.
BANC BANC OF CALIFORNIA INCORPORATED
LIND LINDBLAD EXPEDITIONS HOLDINGS
NQP NUVEEN PENNSYLVANIA INVESTMENT QUALITY MUNICIPAL FUND INC.
MAV PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST
BRT BRT APARTMENTS
LOVE LOVESAC
FVCB FVCBANKCORP
HROW HARROW HEALTH INC.
INMB INMUNE BIO
MCFT INC.
CAPR MASTERCRAFT BOAT HOLDINGS
HQL CAPRICOR THERAPEUTICS
AUID TEKLA LIFE SCIENCES INVESTORS
BHVN IPSIDY INC.
MAIA BIOHAVEN LTD
MEGI MAIA BIOTECHNOLOGY INC
NPCT MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
RXO_w NUVEEN CORE PLUS IMPACT FD
ZURA RXO INC
ABEO ZURA BIO LTD
STCN ABEONA THERAPEUTICS INC.
KRRO STEEL CONNECT INC
EP KORRO BIO INC
ASGI EMPIRE PETROLEUM CORP
INTZ ABERDEEN STANDARD GLOBAL INFRASTRUCTURE INCOME FUND
EYPT INTRUSION INC
IZEA EYEPOINT PHARMACEUTICALS
INC.
IZEA WORLDWIDE INC
- Jonathan Moreland
LGND LIGAND PHARMACEUTICALS INCORPORATED
BANC BANC OF CALIFORNIA INCORPORATED
NQP NUVEEN PENNSYLVANIA INVESTMENT QUALITY MUNICIPAL FUND INC.
MAV PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST
HQL TEKLA LIFE SCIENCES INVESTORS
MAIA MAIA BIOTECHNOLOGY INC
MEGI MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
NPCT NUVEEN CORE PLUS IMPACT FD
RXO_w RXO INC
ABEO ABEONA THERAPEUTICS INC.
LSXMA LIBERTY SIRIUSXM GROUP
LSXMK ABERDEEN STANDARD GLOBAL INFRASTRUCTURE INCOME FUND
ASGI IZEA WORLDWIDE INC
- Valens Research
MSCI - Valens Credit Report - 2024 03 05
Credit markets are accurately stating MSCI's credit risk with a YTW of 5.693% relative to an Intrinsic YTW of 5.553% and an Intrinsic CDS of 123bps. Meanwhile, Moody's is overstating the firm's fundamental credit risk, with its speculative Ba1 credit rating two notches below Valens' IG4 (Baa2) credit rating.
- Valens Research
- Valens Research
MSCI - Valens Credit Report - 2023 12 19
Credit markets are overstating MSCI's credit risk with a YTW of 6.013% relative to an Intrinsic YTW of 5.143% and an Intrinsic CDS of 92bps. Meanwhile, Moody's is overstating the firm's fundamental credit risk, with its speculative Ba1 credit rating two notches below Valens' IG4 (Baa2) credit rating. Incentives Dictate Behavior™ analysis highlights mostly positive signals for credit holders. MSCI's compensation metrics incentivizes management to improve all three value drivers: margins, revenue...
- Valens Research
MSCI - Valens Credit Report - 2023 09 12
Credit markets are overstating MSCI's credit risk with a YTW of 6.066% relative to an Intrinsic YTW of 5.236% and an Intrinsic CDS of 88bps. Meanwhile, Moody's is overstating the firm's fundamental credit risk, with its speculative Ba1 credit rating two notches below Valens' IG4 (Baa2) credit rating. Incentives Dictate Behavior™ analysis highlights mostly positive signals for credit holders. MSCI's compensation metrics incentivizes management to improve all three value drivers: margins, revenue...
- Valens Research
Valens Equity Insights and Inflections - 2022 02 22
Shift4 Payments (FOUR) is simultaneously converting its existing clients to higher margin services while expanding its business into new verticals with large addressable markets in the payment processing market. Uniform Accounting confirms that the market isn't pricing this in. Considering management's strong execution and alignment to continue executing, equity upside is warranted. Shift4 has been rapidly gaining market share in the payment processing industry with its gateway solutions for r...
- Valens Research
MSCI - Embedded Expectations Analysis - 2022 02 18
MSCI Inc. (MSCI) currently trades well above corporate and historical averages relative to Uniform earnings, with a 43.9x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to reach new highs of 123%, accompanied by 3% Uniform asset growth. However, analysts expect Uniform ROA to slightly fade to 61% in 2023, accompanied by 12% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $464, representing approxi...
Thanks to a better fundamental star rating, MSCI sees an upgrade to Ne...
The independent financial analyst theScreener just awarded an improved star rating to MSCI (US), active in the Publishing industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 2 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as moderately risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date February 8, 2022, the closing pr...
- Valens Research
Valens Equity Insights and Inflections - 2022 01 25
Constellation Brands (STZ) has transformed its profitability profile through its massive expansion in the beer market and move to premiumization over the last seven years. Uniform Accounting highlights that the market is pricing in a reversal of recent profitability expansion and below-average growth, but management is confident about executing on their strategy and is aligned to continue to do so, signaling the potential for equity upside as the company continues executing. Constellation...
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