reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Buy the Pullback Our outlook remains bullish following the S&P 500's multi-month base breakout above 5670, alongside constructive market dynamics; the path of least resistance is higher. We have discussed for the past two weeks (since our 10/22/24 Compass) how we would treat any pre-election pullback as a buying opportunity, and we are finally getting a pullback. We expect to see support on the SPX at 5600-5670, and we will remain bullish as long as 5600 support holds. Once past the election, s...
Mastec Inc: 1 director
A director at Mastec Inc sold 19,023 shares at 135.626USD and the significance rating of the trade was 69/100. 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 sho...
Martin Marietta Announces Pricing Terms of Debt Offering
Martin Marietta Announces Pricing Terms of Debt Offering RALEIGH, N.C., Oct. 31, 2024 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE:MLM) (“Martin Marietta” or the “Company”) announced today the pricing of its offering of $750 million aggregate principal amount of 5.150% Senior Notes due 2034 (the “2034 Notes”) and $750 million aggregate principal amount of 5.500% Senior Notes due 2054 (the “2054 Notes” and, together with the 2034 Notes, the “Notes”). The 2034 Notes will mature on December 1, 2034, will have an interest rate of 5.150% per annum and will be issued at 99.266% of ...
Martin Marietta Reports Third-Quarter 2024 Results
Martin Marietta Reports Third-Quarter 2024 Results Achieved Record Quarterly Aggregates Gross Profit Per Ton Despite Weather Impacts Delivered Record Third-Quarter Cash Flows from Operations and Magnesia Specialties Revenues and Gross Profit Acquired Pure Aggregates Assets in South Florida and Southern California RALEIGH, N.C., Oct. 30, 2024 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (“Martin Marietta” or the “Company”), a leading national supplier of aggregates and heavy building materials, today reported results for the third quarter ended September 3...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Downgrading Health Care to Underweight Our outlook remains bullish following the S&P 500's multi-month base breakout above 5670-5783, alongside constructive market dynamics. The market is quite clearly telling us that the path of least resistance is higher. We would treat any pre-election pullback (if it comes) as a buying opportunity, and we expect to see support on the SPX at 5760 and 5655-5670. The prior two election years (2016 and 2020) saw 5% and 10% pullbacks, respectfully, during Septem...
NLM FROSTA AKTIENGESELLSCHAFT
SUM SUMMIT MATERIALS INC. CLASS A
WYNN WYNN RESORTS LIMITED
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
MAS MELCO RESORTS & ENTERTAINMENT LIMITED SPONSORED ADR
LVS LAS VEGAS SANDS CORP.
HL HECLA MINING COMPANY
BYD BOYD GAMING CORPORATION
MAG. MAG SILVER CORP.
SVM. SILVERCORP METALS
PAAS PAN AMERICAN SILVER CORP.
POH3 CARNIVAL PLC
USLM U.S. LIME & MINERALS
USA.. AMERICAS SILVER CORP
WPM WHEATON PRECIOUS METALS CORP
PTM. PLATINUM GROUP METALS LTD.
CZR CAESARS ENTERTAINMENT INC
KNF KNIFE RIVER CORPORATION
FVI. FORTUNA MINING CORP
COE 51TALK ONLINE EDUCATION GROUP
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Bullish Outlook Focused on Large- and Mid-Caps Considering constructive market dynamics and the recent S&P 500 (SPX) breakout above 5783 following several months of consolidation, we upgraded our outlook to bullish as of last week's U.S. Macro Vision report (10/15/24). Since late-July, we have been neutral on the SPX, preferring to buy near 5100-5200 support and sell near 5670-5783 resistance until there is a break in either direction. The verdict of the market is the only one that matters, and...
EME EMCOR GROUP
LII LENNOX INTERNATIONAL INC.
WLDN WILLDAN GROUP
TPC TUTOR PERINI CORPORATION
STRL STERLING CONSTRUCTION COMPANY INC.
PWR QUANTA SERVICES INC.
MTZ MASTEC INC.
GVA GRANITE CONSTRUCTION INCORPORATED
DY DYCOM INDUSTRIES INC.
BWXT BWX TECHNOLOGIES INC.
FLR FLUOR CORPORATION
GLDD GREAT LAKES DREDGE & DOCK CORPORATION
KBR KBR INC.
AGX ARGAN INC.
ARCAY ARCADIS N.V.
ROAD CONSTRUCTION PARTNERS
BV BRIGHTVIEW HOLDINGS
IESC IES HOLDINGS INC.
TT TRANE TECHNOLOGIES PLC
J JACOBS SOLUTIONS INC.
PRIM PRIME ENERGY P.E. LTD
Martin Marietta Announces Third-Quarter 2024 Earnings Conference Call
Martin Marietta Announces Third-Quarter 2024 Earnings Conference Call RALEIGH, N.C., Oct. 10, 2024 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE:MLM) (“Martin Marietta” or the “Company”) will host its third-quarter 2024 earnings conference call on Wednesday, October 30, 2024, at 10:00 a.m. Eastern Time. The Company will release results for the quarter ended September 30, 2024, that morning before the market opens. A live, listen-only webcast and supplemental information will be accessible on the Investors section of the Company’s website at . The conference call may also...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Bull Trap Still Brewing? The S&P 500 (SPX) continues to hold below 5783, which is the upper-end of an important target/resistance area (5670-5783) we have discussed since our 8/13/24 Compass, just after the SPX hit our 5100-5191 "expected pullback zone." 5670 was the prior all-time high set in July, while 5783 is 2% above 5670. The current "breakout" above 5670 is an extraordinarily weak one, which usually suggests a false breakout/bull trap is brewing; the SPX has spent nearly three weeks abov...
EME EMCOR GROUP
WLDN WILLDAN GROUP
TRN TRINITY INDUSTRIES INC.
TPC TUTOR PERINI CORPORATION
STRL STERLING CONSTRUCTION COMPANY INC.
PWR QUANTA SERVICES INC.
NWPX NORTHWEST PIPE CO.
MTZ MASTEC INC.
GVA GRANITE CONSTRUCTION INCORPORATED
DY DYCOM INDUSTRIES INC.
BWXT BWX TECHNOLOGIES INC.
FLR FLUOR CORPORATION
GLDD GREAT LAKES DREDGE & DOCK CORPORATION
KBR KBR INC.
PRIM PRIMORIS SERVICES CORPORATION
AGX ARGAN INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
ARCAY ARCADIS N.V.
ROAD CONSTRUCTION PARTNERS
BV BRIGHTVIEW HOLDINGS
BW BABCOCK & WILCOX ENTERPRISES
IESC IES HOLDINGS INC.
J JACOBS SOLUTIONS INC.
TISI TEAM INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
SPX Bull Trap Setting Up? The S&P 500 (SPX) is approaching 5783, which is the upper-end of an important target/resistance area we have discussed for over a month (5670-5783). Using the 2007 SPX topping analog which has tracked the current market almost perfectly, it would suggest a 2% or less move above the prior all-time high set in July at 5670 before topping, which is where we get the 5783 number... see chart below. We acknowledge that the SPX is technically "breaking out" to all-time highs ...
EME EMCOR GROUP
RGLD ROYAL GOLD INC
NEM NEWMONT CORPORATION
WLDN WILLDAN GROUP
VGZ. VISTA GOLD CORP.
TPC TUTOR PERINI CORPORATION
STRL STERLING CONSTRUCTION COMPANY INC.
NGD. NEW GOLD INC.
NG. NOVAGOLD RESOURCES INC.
MTZ MASTEC INC.
GVA GRANITE CONSTRUCTION INCORPORATED
DY DYCOM INDUSTRIES INC.
BWXT BWX TECHNOLOGIES INC.
AGI. ALAMOS GOLD INC.
ABX. BARRICK GOLD CORPORATION
TKO. TASEKO MINES LIMITED
FLR FLUOR CORPORATION
K. KINROSS GOLD CORPORATION
EDR. ENDEAVOUR SILVER CORP.
BTO B2GOLD CORP.
IMG. IAMGOLD CORPORATION
JAGGF JAGUAR MINING INC.
SEA SEABRIDGE GOLD
PRIM PRIMORIS SERVICES CORPORATION
AGX ARGAN INC.
ARCAY ARCADIS N.V.
ROAD CONSTRUCTION PARTNERS
ELD ELDORADO GOLD CORPORATION
IESC IES HOLDINGS INC.
WR.H WORLDWIDE RESOURCES CORP
- 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.
AAON AAON INC.
XHR XENIA HOTELS & RESORTS INC.
WLDN WILLDAN GROUP
TSLA TESLA INC
TPC TUTOR PERINI CORPORATION
STRL STERLING CONSTRUCTION COMPANY INC.
RYAM RAYONIER ADVANCED MATERIALS INC
RLJ RLJ LODGING TRUST
PYPL PAYPAL HOLDINGS INC
PWR QUANTA SERVICES INC.
POWL POWELL INDUSTRIES INC.
PLCE CHILDREN'S PLACE INC.
MTZ MASTEC INC.
MOD MODINE MANUFACTURING COMPANY
INN SUMMIT HOTEL PROPERTIES INC.
CLDT CHATHAM LODGING TRUST
AAOI APPLIED OPTOELECTRONICS INC.
DRI DARDEN RESTAURANTS INC.
ITT ITT INC.
AGX ARGAN INC.
TG TREDEGAR CORP.
PNRG PRIMEENERGY RESOURCES
TAYD TAYLOR DEVICES INC.
TPB TURNING POINT BRANDS
USLM U.S. LIME & MINERALS
WLFC WILLIS LEASE FINANCE CORP.
USAP UNIVERSAL STAINLESS & ALLOY PRODUCTS INC.
PK PARK HOTELS & RESORTS INC.
ROAD CONSTRUCTION PARTNERS
BELFA BEL FUSE INC. CL A
AXR AMREP
SITM SITIME
IESC IES HOLDINGS INC.
VRDN VIRIDIAN THERAPEUTICS INC
COMM BMO GLOBAL COMMUNICATIONS INDEX ETF
JXN JACKSON FINANCIAL INC
PCT PURECYCLE TECHNOLOGIES INC
COHR COHERENT CORP
MBC_w MASTERBRAND INC
CRVO CERVOMED INC
DAVE DAVE INC
SOC SABLE OFFSHORE CORP
FTCO FORTITUDE GOLD
DOGZ DOGNESS INTERNATIONAL CORP
Quanta Services Inc: 1 director
A director at Quanta Services Inc sold 23,357 shares at 270.512USD and the significance rating of the trade was 90/100. 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 cl...
Martin Marietta Declares Quarterly Cash Dividend
Martin Marietta Declares Quarterly Cash Dividend RALEIGH, N.C., Aug. 15, 2024 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (“Martin Marietta” or the “Company”) today announced that its Board of Directors approved a seven percent increase in its quarterly cash dividend, raising it from $0.74 per share to $0.79 per share on the Company’s outstanding common stock. This dividend, representing a cash dividend of $3.16 per share on an annualized basis, is payable September 30, 2024, to shareholders of record at the close of business on September 3, 2024. Ward Nye, Chair, Pre...
Vulcan Materials Co: 1 director
A director at Vulcan Materials Co sold 35,592 shares at 244.429USD and the significance rating of the trade was 79/100. 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 cl...
Martin Marietta Reports Second-Quarter 2024 Results
Martin Marietta Reports Second-Quarter 2024 Results Record Second-Quarter Aggregates Gross Profit Per Ton With Pricing Gains Across All Product Lines Closing and Integration of Blue Water Acquisition Reinforces Aggregates-Led Business Model Revised Full-Year Guidance RALEIGH, N.C., Aug. 08, 2024 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (“Martin Marietta” or the “Company”), a leading national supplier of aggregates and heavy building materials, today reported results for the second quarter ended June 30, 2024. Second-Quarter Highlights (Financial highlights are ...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Vulcan Materials Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 1 August 2024 in which we reassessed the appropriateness of the ratings in the cont...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Vulcan Materials Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 1 August 2024 in which we reassessed the appropriateness of the ratings in the con...
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