reports
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
STT STATE STREET CORPORATION
C CITIGROUP INC.
XNCR XENCOR INC.
XBIT XBIOTECH
TRIP TRIPADVISOR INC.
PSX PHILLIPS 66
POST POST HOLDINGS INC.
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
PBYI PUMA BIOTECHNOLOGY INC.
MCY MERCURY GENERAL CORPORATION
ISRG INTUITIVE SURGICAL INC.
IRM IRON MOUNTAIN INC.
HOLX HOLOGIC INC.
HMST HOMESTREET INC.
FRPT FRESHPET INC
ENSG ENSIGN GROUP INC.
DY DYCOM INDUSTRIES INC.
DVA DAVITA INC.
CRY CRYOLIFE INC.
COLL COLLEGIUM PHARMACEUTICAL INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
ACGL ARCH CAPITAL GROUP LTD.
CW CURTISS-WRIGHT CORPORATION
MPC. MADISON PACIFIC PROPERTIES INC. CL B
ATRO ASTRONICS CORPORATION
ALPN ALPINE IMMUNE SCIENCES
TNDM TANDEM DIABETES CARE
ABT ABBOTT LABORATORIES
COOP MR. COOPER GROUP INC.
KYMR KYMERA THERAPEUTICS
LRMR LARIMAR THERAPEUTICS INC
PFC PREMIER FINANCIAL CORP
OGN ORGANON & CO
2VZ ONTO INNOVATION INC.
FIHL LEONARDO DRS INC.
FIDELIS INSURANCE HOLDINGS LIMITED
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
WTM WHITE MOUNTAINS INSURANCE GROUP LTD
TXRH TEXAS ROADHOUSE INC.
TNET TRINET GROUP INC.
MCY MERCURY GENERAL CORPORATION
EIG EMPLOYERS HOLDINGS INC.
CHEF CHEFS WAREHOUSE HOLDINGS
CAMT CAMTEK LTD.
QUAD QUAD/GRAPHICS INC. CLASS A
DNOW NOW INC.
GES GUESS? INC.
PVH PVH CORP.
USPH U.S. PHYSICAL THERAPY INC.
FONR FONAR CORP.
UIHC UNITED INSURANCE HOLDINGS CORP.
KNSL KINSALE CAPITAL GROUP INC.
TSEM TOWER SEMICONDUCTOR LTD
GLOB GAZIT-GLOBE LTD.
NOTV INOTIV INC
ABSI ABSCI CORP
RXST RXSIGHT INC
BLZE BACKBLAZE INC
COIN COINBASE GLOBAL INC
SERA SERA PROGNOSTICS INC
WGS ONTO INNOVATION INC.
BGC GENEDX HOLDINGS CORP.
DAVE BGC GROUP INC
VNOM DAVE INC
VIPER ENERGY INC
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Continue Riding This Bull Market Higher Since early November 2023 we have laid out our bullish expectations for a year-end rally that we anticipated would continue into the early part of 2024. Here we are in the early part of 2024, and we see every reason to continue riding this bull market higher. Small- and Mid-Caps Resuming Uptrends. Looking at the big picture on the small-cap Russell 2000 (IWM) and the Vanguard Extended Market ETF (VXF, the entire U.S. market excluding the S&P 500), (1) th...
PGR PROGRESSIVE CORPORATION
MCY MERCURY GENERAL CORPORATION
ERIE ERIE INDEMNITY COMPANY CLASS A
CINF CINCINNATI FINANCIAL CORPORATION
CB CHUBB LIMITED
AXS AXIS CAPITAL HOLDINGS LIMITED
ALL ALLSTATE CORPORATION
FNF FIDELITY NATIONAL FINANCIAL INC. - FNF GROUP
AGO ASSURED GUARANTY LTD.
UFCS UNITED FIRE GROUP INC.
SAFT SAFETY INSURANCE GROUP INC.
BRK.B BERKSHIRE HATHAWAY INC. CLASS B
CNA CNA FINANCIAL CORPORATION
THG HANOVER INSURANCE GROUP INC.
WRB W. R. BERKLEY CORPORATION
AMBC AMBAC FINANCIAL GROUP INC.
KNSL KINSALE CAPITAL GROUP INC.
CNNE CANNAE HOLDINGS
GSHD GOOSEHEAD INSURANCE
KFS KINGSWAY FINANCIAL SERVICES
STC SANGOMA TECHNOLOGIES CORP.
SKWD SKYWARD SPECIALTY INS GROUP INC
- Dave Nicoski
- Ross LaDuke
WABC WESTAMERICA BANCORPORATION
RGR STURM RUGER & COMPANY INC.
PPC PILGRIM'S PRIDE CORPORATION
MCY MERCURY GENERAL CORPORATION
LDOS LEIDOS HOLDINGS INC.
IBCP INDEPENDENT BANK CORP. MICHIGAN
HMN HORACE MANN EDUCATORS CORPORATION
HII HUNTINGTON INGALLS INDUSTRIES INC.
GILD GILEAD SCIENCES INC.
EAT BRINKER INTERNATIONAL INC.
CUBI CUSTOMERS BANCORP INC.
CRK COMSTOCK RESOURCES INC.
CL COLGATE-PALMOLIVE COMPANY
BPMC BLUEPRINT MEDICINES CORP.
AR ANTERO RESOURCES CORPORATION
SAFT SAFETY INSURANCE GROUP INC.
AROW ARROW FINANCIAL CORP.
CHE CHEMED CORPORATION
NOC NORTHROP GRUMMAN CORPORATION
LMT LOCKHEED MARTIN CORPORATION
THG HANOVER INSURANCE GROUP INC.
WRB W. R. BERKLEY CORPORATION
ACNB ACNB CORP.
SRCE 1ST SOURCE CORP.
CSTR CAPSTAR FINANCIAL HOLDINGS
BL BEST LEASE
WRK WESTROCK COMPANY
NKE NIKE INC. CLASS B
ESSA ESSA BANCORP
CHMG CHEMUNG FINANCIAL CORP.
SRRK SCHOLAR ROCK HOLDING CORPORATION
ALXO ALX ONCOLOGY HOLDINGS
MODV MODIVCARE INC
VSCO VICTORIA'S SECRET & CO
CHK CHESAPEAKE ENERGY CORP
FRST PRIMIS FINANCIAL CORP
P RAILPOWER TECHNOLOGIES CORP.
MSBI HAMASHBIR 365 LTD
- Dave Nicoski
- Ross LaDuke
TLYS TILLYS
SWN SOUTHWESTERN ENERGY COMPANY
SMLR SEMLER SCIENTIFC
NVEE NV5 GLOBAL INC.
MCY MERCURY GENERAL CORPORATION
HIBB HIBBETT SPORTS INC.
GPS GAP INC.
CVX CHEVRON CORPORATION
CRK COMSTOCK RESOURCES INC.
CMTL COMTECH TELECOMMUNICATIONS CORP.
CF CF INDUSTRIES HOLDINGS INC.
CDE COEUR MINING INC.
BKE BUCKLE INC.
AR ANTERO RESOURCES CORPORATION
AMSF AMERISAFE INC.
PRU PRUDENTIAL FINANCIAL INC.
SAFT SAFETY INSURANCE GROUP INC.
CNA CNA FINANCIAL CORPORATION
MLHR HERMAN MILLER INC.
MOV MOVADO GROUP INC.
PRA PROASSURANCE CORPORATION
WRB W. R. BERKLEY CORPORATION
UTHR UNITED THERAPEUTICS CORPORATION
CSTR CAPSTAR FINANCIAL HOLDINGS
SD SANDRIDGE ENERGY INC.
CMCL CALEDONIA MINING CORPORATION
NKE NIKE INC. CLASS B
ASGN ASGN INC
CDAY CERIDIAN HCM HOLDING INC.
MEC MAYVILLE ENGINEERING
NFE NEW FORTRESS ENERGY
KTB KONTOOR BRANDS
POWW AMMO INC
MODV MODIVCARE INC
HMN ASCOTT RESIDENCE TRUST
CHK CHESAPEAKE ENERGY CORP
FTREV FORTREA HOLDINGS INC.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
SM SM ENERGY COMPANY
MTDR MATADOR RESOURCES COMPANY
MRO MARATHON OIL CORPORATION
MCY MERCURY GENERAL CORPORATION
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
EOG EOG RESOURCES INC.
DHT DHT HOLDINGS INC.
CMTL COMTECH TELECOMMUNICATIONS CORP.
CBAY CYMABAY THERAPEUTICS INC.
ALL ALLSTATE CORPORATION
MSB MESABI TRUST
VOC VOC ENERGY TRUST
MUR MURPHY OIL CORPORATION
CI CHARN ISSARA DEVELOPMENT PCL
NGS NATURAL GAS SERVICES GROUP INC.
VSTO VISTA OUTDOOR INC
IDT IDT CORP. CL B
ESTE EARTHSTONE ENERGY
CMCL CALEDONIA MINING CORPORATION
ULBI ULTRALIFE
STNG SCORPIO TANKERS INC.
NOG NORTHERN OIL AND GAS
APA APA CORPORATION
LNW LIGHT & WONDER
CHRD INC.
PR CHORD ENERGY CORPORATION
2VZ PERMIAN RESOURCES CORPORATION
LEONARDO DRS INC.
Mercury General Corp: 2 directors sold/sold after exercising options
Two Directors at Mercury General Corp sold/sold after exercising options 39,000 shares at between 63.480USD and 65.059USD. The significance rating of the trade was 67/100. 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 al...
- Dave Nicoski
- Ross LaDuke
MTB M&T BANK CORPORATION
OXY OCCIDENTAL PETROLEUM CORPORATION
SLB.N SCHLUMBERGER NV
BK BANK OF NEW YORK MELLON CORPORATION
USB U.S. BANCORP
C CITIGROUP INC.
WYNN WYNN RESORTS LIMITED
WAFD WASHINGTON FEDERAL INC.
UAL UNITED AIRLINES HOLDINGS INC.
TSN TYSON FOODS INC. CLASS A
T AT&T INC.
SM SM ENERGY COMPANY
SCSC SCANSOURCE INC.
OCFC OCEANFIRST FINANCIAL CORP.
MRO MARATHON OIL CORPORATION
MD MEDNAX INC.
MCY MERCURY GENERAL CORPORATION
HIG HARTFORD FINANCIAL SERVICES GROUP INC.
HAYN HAYNES INTERNATIONAL INC.
HAFC HANMI FINANCIAL CORPORATION
GWB GREAT WESTERN BANCORP INC.
EOG EOG RESOURCES INC.
DVN DEVON ENERGY CORPORATION
CME CME GROUP INC. CLASS A
CAMP CALAMP CORP.
BCOR BLUCORA INC.
ALSN ALLISON TRANSMISSION HOLDINGS INC.
ALL ALLSTATE CORPORATION
ALK ALASKA AIR GROUP INC.
ARGO ARGO GROUP INTERNATIONAL HOLDINGS LTD.
AAL AMERICAN AIRLINES GROUP INC.
UVV UNIVERSAL CORP
MG/CN MAGNA INTERNATIONAL INC.
AGS ALLGEMEINE GOLD- UND SILBERSCHEIDEANSTALT AG
AGM AGMA-LAHLOU TAZI SA
CCL CARNIVAL CORPORATION
CRI CARTER'S INC.
HFC HOLLYFRONTIER CORPORATION
HP HELMERICH & PAYNE INC.
MAC MACERICH COMPANY
THS TREEHOUSE FOODS INC.
NC NACCO INDUSTRIES INC. CL A
FCFS FIRSTCASH INC.
PUMP PROPETRO HOLDING CORP.
SOI SOLARIS OILFIELD INFRASTRUCTURE
DK DELEK US HOLDINGS INC
MTW MANITOWOC COMPANY INC.
CEIX CONSOL ENERGY INC
LXFR LUXFER HOLDINGS
SRC SPIRIT REALTY CAPITAL INC.
NEX NEXTIER OILFIELD SOLUTIONS INC.
AM ANTERO MIDSTREAM CORP.
HII. HORIZONS CDN INS
IPI INTREPID POTASH
- Dave Nicoski
- Ross LaDuke
NUE NUCOR CORPORATION
GBX GREENBRIER COMPANIES INC.
TWI TITAN INTERNATIONAL INC.
TPRE SIRIUSPOINT LTD
TDS TELEPHONE AND DATA SYSTEMS INC.
STLD STEEL DYNAMICS INC.
NFG NATIONAL FUEL GAS COMPANY
MRK MERCK & CO. INC.
MOS MOSAIC COMPANY
MCY MERCURY GENERAL CORPORATION
FSB FRANKLIN FINANCIAL NETWORK INC
FRGI FIESTA RESTAURANT GROUP INC.
CORE CORE-MARK HOLDING COMPANY INC.
ETH ETHAN ALLEN INTERIORS INC.
KELYA KELLY SERVICES INC. CLASS A
MDRX ALLSCRIPTS HEALTHCARE SOLUTIONS INC.
TDC TERADATA CORPORATION
WRLD WORLD ACCEPTANCE CORPORATION
DFIN DONNELLEY FINANCIAL SOLUTIONS INC.
COKE COCA-COLA CONSOLIDATED INC.
BCEI BONANZA CREEK ENERGY INC
DLPH DELPHI TECHNOLOGIES PLC
GM GENERAL MOTORS COMPANY
AM ANTERO MIDSTREAM CORP.
VTOL BRISTOW GROUP
INC.
- Dave Nicoski
- Ross LaDuke
CBRE CBRE GROUP INC
STT STATE STREET CORPORATION
GBX GREENBRIER COMPANIES INC.
AYI ACUITY BRANDS INC.
WTFC WINTRUST FINANCIAL CORPORATION
WETF WISDOMTREE INVESTMENTS INC.
UFS DOMTAR CORPORATION
TDS TELEPHONE AND DATA SYSTEMS INC.
TBK TRIUMPH BANCORP INC.
SYY SYSCO CORPORATION
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
RHI ROBERT HALF INTERNATIONAL INC.
NFG NATIONAL FUEL GAS COMPANY
MCY MERCURY GENERAL CORPORATION
LKQ LKQ CORPORATION
CMC JPMORGAN CHASE & CO.
HAFC HANMI FINANCIAL CORPORATION
GWB GREAT WESTERN BANCORP INC.
GPS GAP INC.
GPC GENUINE PARTS COMPANY
FOE FERRO CORPORATION
FLS FLOWSERVE CORPORATION
F FORD MOTOR COMPANY
CAMP CALAMP CORP.
BANF BANCFIRST
ANH ANWORTH MORTGAGE ASSET CORPORATION
AEO AMERICAN EAGLE OUTFITTERS INC.
ABTX ALLEGIANCE BANCSHARES
WTS WATTS WATER TECHNOLOGIES INC. CLASS A
EVR EVERCORE INC CLASS A
AFG AF GRUPPEN ASA
GEF GREIF CLASS A
KELYA KELLY SERVICES INC. CLASS A
TDC TERADATA CORPORATION
WRLD WORLD ACCEPTANCE CORPORATION
TG TREDEGAR CORP.
GHC GRAHAM HOLDINGS CO.
DFIN DONNELLEY FINANCIAL SOLUTIONS INC.
COKE COCA-COLA CONSOLIDATED INC.
BCEI BONANZA CREEK ENERGY INC
GM GENERAL MOTORS COMPANY
AMU AMAG PHARMACEUTICALS INC.
JEF JEFFERIES FINANCIAL GROUP INC.
AX AXOS FINANCIAL INC.
GL GLOBE LIFE INC.
HWM HOWMET AEROSPACE
INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
W WAYFAIR INC.
IEX IDEX CORP
BAC BANK OF AMERICA CORP
OXY OCCIDENTAL PETROLEUM CORPORATION
SIX SIX FLAGS ENTERTAINMENT CORPORATION
TRV TRAVELERS COMPANIES INC.
BLUE BLUEBIRD BIO INC.
PGR PROGRESSIVE CORPORATION
YUM YUM! BRANDS INC.
XLNX XILINX INC.
VNOM VIPER ENERGY PARTNERS LP
TS TENARIS S.A. ADS
TNET TRINET GROUP INC.
RDWR RADWARE LTD.
PSA PUBLIC STORAGE
MCY MERCURY GENERAL CORPORATION
MCD MCDONALD'S CORPORATION
LOPE GRAND CANYON EDUCATION INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
EXAS EXACT SCIENCES CORPORATION
CUBE CUBESMART
CSIQ CANADIAN SOLAR INC.
CBS VIACOMCBS INC. CLASS B
AZZ AZZ INC.
AGIO AGIOS PHARMACEUTICALS INC.
IRBT IROBOT CORPORATION
RCI.B ROGERS COMMUNICATIONS INC. CLASS B
ADS ALLIANCE DATA SYSTEMS CORPORATION
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
CNA CNA FINANCIAL CORPORATION
DRQ DRIL-QUIP INC.
FSLR FIRST SOLAR INC.
MRTN MARTEN TRANSPORT LTD.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
TWTR TWITTER INC.
TEC TECHNIPFMC PLC
CVU COMPANIA CERVECERIAS UNIDAS S.A.
AXON AXON ENTERPRISE INC
ATGE ADTALEM GLOBAL EDUCATION INC.
BTU PEABODY ENERGY CORPORATION
STRA STRATEGIC EDUCATION INC.
OFIX ORTHOFIX MEDICAL INC.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
Key Points: • A number of Banks and Thrifts are developing price and/or RS reversals. (ex. BHLB, OFG, STL, CHFC, CPF, GWB, PPBI, HOPE, MTB,CBSH) • Money management/Capital markets and Insurance names remain leadership in the Financial Sector. (ex. AMP, NAVI, PMT, JEF, JRVR, and MCY.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
SHAK SHAKE SHACK INC. CLASS A
VG VONAGE HOLDINGS CORP.
VVI VIAD CORP
TGI TRIUMPH GROUP INC.
STL STERLING BANCORP
PPBI PACIFIC PREMIER BANCORP INC.
OFP OFG BANCORP
MCY MERCURY GENERAL CORPORATION
JRVR JAMES RIVER GROUP HOLDINGS LTD
GWB GREAT WESTERN BANCORP INC.
DVA DAVITA INC.
DIN DINE BRANDS GLOBAL INC.
DBD DIEBOLD NIXDORF INCORPORATED
CPF CENTRAL PACIFIC FINANCIAL CORP.
CHFC TCF FINANCIAL CORPORATION
CBSH COMMERCE BANCSHARES INC.
BOOT BOOT BARN HOLDINGS
BHLB BERKSHIRE HILLS BANCORP INC.
AMP AMERIPRISE FINANCIAL INC.
CORE CORE-MARK HOLDING COMPANY INC.
NAVI NAVIENT CORP
HOPE HOPE BANCORP INC.
LCII LCI INDUSTRIES
JEF JEFFERIES FINANCIAL GROUP INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Technical indications mixed; Outlook remains cautious Key support levels we have been monitoring (the 200-day MAs on the S&P 500 and equal-weighted S&P 500) have failed to hold, something we noted as increasingly likely in last week's Compass. Despite the break below support, the move lower has been orderly but technical indications remain mixed. The weight of the evidence leads us to remain cautious, supported by several observations highlighted below. • U.S. dollar (USD) weakness coming? W...
NEM NEWMONT CORPORATION
TRV TRAVELERS COMPANIES INC.
PGR PROGRESSIVE CORPORATION
Y ALLEGHANY CORPORATION
WTM WHITE MOUNTAINS INSURANCE GROUP LTD
SIGI SELECTIVE INSURANCE GROUP INC.
RLI RLI CORP.
NG. NOVAGOLD RESOURCES INC.
MKL MARKEL CORPORATION
MCY MERCURY GENERAL CORPORATION
HTH HILLTOP HOLDINGS INC.
FNV. FRANCO-NEVADA CORPORATION
FAF FIRST AMERICAN FINANCIAL CORPORATION
ERIE ERIE INDEMNITY COMPANY CLASS A
CB CHUBB LIMITED
AXS AXIS CAPITAL HOLDINGS LIMITED
ALL ALLSTATE CORPORATION
AGI. ALAMOS GOLD INC.
ABX. BARRICK GOLD CORPORATION
FNF FIDELITY NATIONAL FINANCIAL INC. - FNF GROUP
EGO ELDORADO GOLD CORP.
AEM. AGNICO EAGLE MINES LIMITED
BTO B2GOLD CORP.
THG HANOVER INSURANCE GROUP INC.
WRB W. R. BERKLEY CORPORATION
BVN... COMPANIA DE MINAS BUENAVENTURA SAA SPONSORED ADR
NMI. KIRKLAND LAKE GOLD LTD.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
Key Points: • A number of restaurants are bullishly inflecting, trending up and to the right (ex. JACK, DIN, SHAK, YUM, WING, and MCD) • Auto Parts Retailers and Auto Dealerships continue to be leadership (ex. AZO, ORLY, KMX, LAD) • A number of Technology Sector names have pulled back to support or are leadership in the Sector (ex. UCTT, BRKS, CY, RMBS, XLNX, SLAB, EGHT, SPSC, TTEC, TSS, and PYPL)
DHR DANAHER CORPORATION
LII LENNOX INTERNATIONAL INC.
KMX CARMAX INC.
CERN CERNER CORPORATION
YUM YUM! BRANDS INC.
XLNX XILINX INC.
WING WINGSTOP INC.
UCTT ULTRA CLEAN HOLDINGS INC.
TSS TOTAL SYSTEM SERVICES INC.
SPSC SPS COMMERCE INC.
SLAB SILICON LABORATORIES INC.
RMBS RAMBUS INC.
PYPL PAYPAL HOLDINGS INC
MCY MERCURY GENERAL CORPORATION
MCD MCDONALD'S CORPORATION
LAD LITHIA MOTORS INC. CLASS A
KMB KIMBERLY-CLARK CORPORATION
JACK JACK IN THE BOX INC.
2IS TRANE TECHNOLOGIES PLC
HSY HERSHEY COMPANY
HSC HARSCO CORPORATION
FCN FTI CONSULTING INC.
EHTH EHEALTH INC.
DG DOLLAR GENERAL CORPORATION
CY CYPRESS SEMICONDUCTOR CORPORATION
CPRT COPART INC.
CL COLGATE-PALMOLIVE COMPANY
CHD CHURCH & DWIGHT CO. INC.
CCOI COGENT COMMUNICATIONS HOLDINGS INC
AZO AUTOZONE INC.
AMT AMERICAN TOWER CORPORATION
WLH WILLIAM LYON HOMES CLASS A
NOC NORTHROP GRUMMAN CORPORATION
BRKS BROOKS AUTOMATION INC.
CCI CROWN CASTLE INTERNATIONAL CORP
EGHT 8X8 INC.
ETH ETHAN ALLEN INTERIORS INC.
TREE LENDINGTREE INC.
UEIC UNIVERSAL ELECTRONICS INC.
WSO WATSCO INC.
ORLY O'REILLY AUTOMOTIVE INC.
TYIA JOHNSON CONTROLS INTERNATIONAL PLC
SBAC SBA COMMUNICATIONS CORP. CLASS A
CRVL CORVEL CORP.
TTEC TTEC HOLDINGS INC.
- Dave Nicoski
- John Betz
QRVO QORVO INC.
LITE LUMENTUM HOLDINGS INC.
TEDU TARENA INTERNATIONAL INC. SPONSORED ADR CLASS A
SYMC NORTONLIFELOCK INC.
PG PROCTER & GAMBLE COMPANY
NTRI NUTRISYSTEM INC.
NTCT NETSCOUT SYSTEMS INC.
NHI NATIONAL HEALTH INVESTORS INC.
MCY MERCURY GENERAL CORPORATION
JBL JABIL INC.
IPHI INPHI CORPORATION
HASI HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC.
0CYA CHANGYOU.COM LTD. SPONSORED ADR CLASS A
CSIQ CANADIAN SOLAR INC.
CIM CHIMERA INVESTMENT CORPORATION
BHE BENCHMARK ELECTRONICS INC.
ALB ALBEMARLE CORPORATION
RCI.B ROGERS COMMUNICATIONS INC. CLASS B
CSTE CAESARSTONE LTD.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
DLR DIGITAL REALTY TRUST INC.
JKS JINKOSOLAR HOLDING CO. LTD. SPONSORED ADR
A.M. Best Affirms Credit Ratings of Members of Mercury Casualty Group
OLDWICK, N.J.--(BUSINESS WIRE)-- A.M. Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” of the insurance entities within the Mercury Casualty Group (Mercury) (headquartered in Los Angeles, CA). The outlook of these Credit Ratings (ratings) is negative. Additionally, A.M. Best has affirmed the FSR of A- (Excellent) and the Long-Term ICRs of “a-” of the insurance entities within the American Mercury Insurance Group (AMI) (headquartered in Oklahoma City...
- Adrian Atkins
Upgrading Mercury NZ's Uncertainty Rating to Medium
We have changed Mercury NZ's fair value uncertainty rating from high to medium after reassessing risks. There is no change to the firm's narrow moat rating, underpinned by its low-cost hydro and geothermal electricity generation. While its retail business benefits from cost advantages stemming from vertical integration and scale, we don't consider energy retailing to have sustainable competitive advantages. We maintain our NZD 3.20 per share (AUD 3.00) fair value estimate and consider the stock ...
- Adrian Atkins
Upgrading Mercury NZ's Uncertainty Rating to Medium
We have changed Mercury NZ's fair value uncertainty rating from high to medium after reassessing risks. There is no change to the firm's narrow moat rating, underpinned by its low-cost hydro and geothermal electricity generation. While its retail business benefits from cost advantages stemming from vertical integration and scale, we don't consider energy retailing to have sustainable competitive advantages. We maintain our NZD 3.20 per share (AUD 3.00) fair value estimate and consider the stock ...
- Adrian Atkins
Mercury is a low-cost renewable energy generator with a strong retail ...
Mercury NZ increased fiscal 2017 guidance for hydro generation volumes to 4,500 GWh, leading to a 2% increase in EBITDA guidance to NZD 510 million. We increase our 2017 EBITDA forecast in line with guidance, while keeping forecasts for other years largely unchanged. New EBITDA guidance represents growth of 3% over last year. The earnings upgrade is immaterial to our fair value estimate, which remains NZD 3.20 per share. At the current price of NZD 3.13, Mercury is fairly valued. Mercury is a hi...
- Adrian Atkins
Mercury is a low-cost renewable energy generator with a strong retail ...
Mercury NZ increased fiscal 2017 guidance for hydro generation volumes to 4,500 GWh, leading to a 2% increase in EBITDA guidance to NZD 510 million. We increase our 2017 EBITDA forecast in line with guidance, while keeping forecasts for other years largely unchanged. New EBITDA guidance represents growth of 3% over last year. The earnings upgrade is immaterial to our fair value estimate, which remains NZD 3.20 per share. At the current price of NZD 3.13, Mercury is fairly valued. Mercury is a hi...
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