reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Bottoms-up view on developed int'l, part two Big Picture: Our outlook remains neutral on the MSCI ACWI ex-U.S. index (when priced in local currency) while horizontal consolidation continues. On the other hand, we are negative on broad global ex-U.S. markets when priced in USD... see charts below. In today's report we take a bottoms-up approach to developed ex-U.S. equities, highlighting stocks that present attractive buy opportunities at current levels. Specifically we present actionable stocks...
IPN IPSEN SA
MTX MTU AERO ENGINES AG
HO THALES SA
LONN LONZA GROUP AG
QIA QIAGEN NV
AWC ALUMINA LIMITED
SGC STAGECOACH GROUP PLC
FAGR FAGRON SA
CPX. CAPITAL POWER CORPORATION
MX. METHANEX CORPORATION
WKL WOLTERS KLUWER NV
VIRP VIRBAC SA
MRK MERCK KGAA
AHT ASHTEAD GROUP PLC
MNDI MONDI PLC
AIR AIRBUS SE
ABC ABCAM PLC
AMP AMPLIFON S.P.A.
AFN AG GROWTH INTERNATIONAL
KXS KINAXIS INC.
INRN INTERROLL HOLDING AG
SAAB B SAAB AB CLASS B
3407 ASAHI KASEI CORPORATION
4704 TREND MICRO INCORPORATED
4519 CHUGAI PHARMACEUTICAL CO. LTD.
6787 MEIKO ELECTRONICS CO. LTD.
006400 SAMSUNG SDI CO. LTD
REG1V REVENIO GROUP OYJ
SFZN SIEGFRIED HOLDING AG
ANOD B ADDNODE GROUP
6670 MCJ
5288 ASIA PILE HOLDINGS
XRO XERO LIMITED
HNSA HANSA BIOPHARMA AB
AMS AMADEUS IT GROUP SA CLASS A
020150 ILJIN MATERIALS
NMC NMC HEALTH PLC
178920 SKC KOLON PI
CRDA CRODA INTERNATIONAL PLC
4348 INFOCOM CORP
5331 NORITAKE CO. LTD.
8056 NIHON UNISYS LTD.
CDA CODAN
SIS SAVARIA CORP.
ENC ENCE ENERGIA Y CELULOSA SA
INX IMCD N.V.
ARV ARVIDA GROUP
4503 ASTELLAS PHARMA INC.
AZN ASTRAZENECA PLC
OTEX OPEN TEXT CORPORATION
SANT S&T AG
SCH SCHIBSTED ASA CLASS A
4189 KH NEOCHEM CO. LTD.
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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