reports
- Dave Nicoski
- Ross LaDuke
Int'l Macro Vision: Sector Synopsis
Int'l Equity Strategy In using technical analysis, we let the market be our guide. That is, we analyze what is true in the market, utilizing the vast array of tools in our technical analysis toolbox which we then formulate into our outlook using a weight of the evidence approach. In a world where there are no shortages of things to worry about (trade wars, central banks, Trump impeachment, negative interest rates, low global growth, Brexit, Manufacturing weakness, elections, Hong Kong protests,...
BMW BAYERISCHE MOTOREN WERKE AG
DEMANT DEMANT A/S
3044 TRIPOD TECHNOLOGY CORP.
NOVO B NOVO NORDISK A/S CLASS B
6146 DISCO CORPORATION
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
2345 ACCTON TECHNOLOGY CORP.
8060 CANON MARKETING JAPAN INC.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4506 SUMITOMO DAINIPPON PHARMA CO. LTD.
5434 TOPCO SCIENTIFIC CO. LTD.
9682 DTS CORP.
4768 OTSUKA CORPORATION
5803 FUJIKURA LTD
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
4530 HISAMITSU PHARMACEUTICAL CO. INC.
4507 SHIONOGI & CO. LTD.
KCHOL KOC HOLDING A.S.
DIM SARTORIUS STEDIM BIOTECH SA
4849 EN-JAPAN INC.
7267 HONDA MOTOR CO. LTD.
8096 KANEMATSU ELECTRONICS LTD.
9744 MEITEC CORPORATION
5333 NGK INSULATORS LTD.
4516 NIPPON SHINYAKU CO. LTD.
8056 NIHON UNISYS LTD.
1802 OBAYASHI CORPORATION
8068 RYOYO ELECTRO CORP.
9719 SCSK CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
1860 TODA CORPORATION
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
2344 WINBOND ELECTRONICS CORP.
RIB SOFTWARE SE
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
The U.S. has continued to separate itself from broad emerging market and developed international indexes. Thankfully, one positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective despite relative strength weakness vs. MSCI ACWI... see charts below. In today's report we scour the globe for attractive investments in an environment where selectivity is key. • Emerging markets. There is still not much to like about broad EM as the MSCI Emerging Markets index ...
IPN IPSEN SA
EQNR EQUINOR ASA
INFY INFOSYS LIMITED
J2B EXPERIAN PLC
LONN LONZA GROUP AG
ERF ENERPLUS CORPORATION
CLIN CLINIGEN GROUP PLC
HUSKF HUSKY ENERGY INC.
AIA AUCKLAND INTERNATIONAL AIRPORT LIMITED
PMO PREMIER OIL PLC
OXB OXFORD BIOMEDICA PLC
3JDA RIGHTMOVE PLC
NOVO B NOVO NORDISK A/S CLASS B
ALA ALTAGAS LTD.
SOBI SWEDISH ORPHAN BIOVITRUM AB
CJ5A CGI
CPU COMPUTERSHARE LIMITED
CAP CAPGEMINI SE
ABC ABCAM PLC
PXT PAREX RESOURCES INC.
FAE FAES FARMA S.A.
AMS ADVANCED MEDICAL SOLUTIONS GROUP PLC
KEY. KEYERA CORP.
GUD KNIGHT THERAPEUTICS
BPT BEACH ENERGY LIMITED
4559 ZERIA PHARMACEUTICAL CO. LTD.
COH COCHLEAR LIMITED
FSX FUTURE CORP
9682 DTS CORP.
4812 INFORMATION SERVICES INTERNATIONAL-DENTSU LTD.
6869 SYSMEX CORPORATION
STMN STRAUMANN HOLDING AG
2427 OUTSOURCING INC.
SKIS B SKISTAR AB
NAN NANOSONICS
FLRY3 FLEURY SA
NMC NMC HEALTH PLC
DIM SARTORIUS STEDIM BIOTECH SA
FPH FISHER & PAYKEL HEALTHCARE CORPORATION LIMITED
7730 MANI
WOR WORLEY LIMITED
7459 MEDIPAL HOLDINGS CORPORATION
9987 SUZUKEN CO. LTD.
8129 TOHO HOLDINGS CO. LTD.
7747 ASAHI INTECC CO. LTD.
2412 BENEFIT ONE INC.
3769 GMO PAYMENT GATEWAY INC.
5020 ENEOS HOLDINGS INC.
DHG DALATA HOTEL GROUP PLC
4503 ASTELLAS PHARMA INC.
POX PANDOX AB CLASS B
AZN ASTRAZENECA PLC
VIFN VIFOR PHARMA AG
145720 DENTIUM
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Global Energy shares breaking out; Technology remains attractive The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a bullish trend change. Combine this with improving market internals and we are becoming incrementally more bullish. For the MSCI ACWI, one of the more concerning breadth indicators has been the percentage of stocks above their 200-day moving average. This indicator recently hit a higher high (se...
TEMN TEMENOS AG
RELIANCE RELIANCE INDUSTRIES LIMITED
GALP GALP ENERGIA SGPS SA CLASS B
CLS CELESTICA INC.
TLW TULLOW OIL PLC
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
STON. EQUINOR ASA
ERF ENERPLUS CORPORATION
BTE BAYTEX ENERGY CORP.
NXT NEXTDC LIMITED
STO SANTOS LIMITED
2377 MICRO-STAR INTERNATIONAL CO. LTD.
NOKIA NOKIA OYJ
CNQ. CANADIAN NATURAL RESOURCES LIMITED
3JDA RIGHTMOVE PLC
ATE ALTEN SA
CJ5A CGI
ENI ENI S.P.A.
00883 CNOOC LIMITED
REP REPSOL SA
HTG HUNTING PLC
CSU. CONSTELLATION SOFTWARE INC.
COPEC EMPRESAS COPEC S.A.
FPM FAROE PETROLEUM PLC
SOI SOITEC SA
KEL KELT EXPLORATION
ERG ERG S.P.A.
BC8 BECHTLE AG
4684 OBIC CO. LTD.
4733 OBIC BUSINESS CONSULTANTS CO. LTD.
9682 DTS CORP.
6182 WAFER WORKS CORP.
6269 MODEC INC.
009150 SAMSUNG ELECTRO-MECHANICS CO. LTD
WHC WHITEHAVEN COAL LIMITED
AMS AMADEUS IT GROUP SA CLASS A
9C6 CHINA SUNTIEN GREEN ENERGY
TATN TATNEFT PJSC
LKOH OIL COMPANY LUKOIL PJSC
6965 HAMAMATSU PHOTONICS K.K.
WOR WORLEY LIMITED
8056 NIHON UNISYS LTD.
6505 FORMOSA PETROCHEMICAL CORP
6762 TDK CORPORATION
NOD NORDIC SEMICONDUCTOR ASA
AMOC ALEXANDRIA MINERAL OILS
RDSB ROYAL DUTCH SHELL PLC CLASS B
OSH OIL SEARCH LIMITED
ASML ASML HOLDING NV
BP. BP P.L.C.
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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