A director at Chubb Ltd sold after exercising options/sold 10,000 shares at 286.960USD and the significance rating of the trade was 75/100. 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 t...
S&P 500 and Nasdaq 100 Testing Initial Support In last week's 2/25/25 Compass, we discussed our expectation for near-term downside as the S&P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments. We also said it likely means at least another 2-4 weeks of consolidation, and that if the S&P 500 remains below 6100 and 6150 resistances, do not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers (though we need 5...
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...
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.
U.S. Dollar (DXY) and Treasury Yields Breaking Out Since early-July, and reiterated in last week's U.S. Macro Vision (9/19/23), we have expected to see 4300-4325 act as major support on the S&P 500, while also noting in our 8/29/23 Compass that we expected consolidation between 4300-4325 support and 4600 resistance until the end of September, and possibly longer. Though there is still hope that this 4300-4325 support zone holds, odds of a deeper pullback to SPX 4165-4200/the 200-day MA have inc...
MPC, PSX, VLO, DINO, PBF, CVI, DK, ESNT, MTG, RDN, NMIH, BRK.B, CB, MKL, CINF, ERIE, CNA, LII, FIX CSWI Upgrading Financials to Market Weight Fitch's U.S. credit downgrade has done little to change the intermediate-term trend; we continue to believe the path of least resistance is higher for the major equity indexes, which has been our stance since our 5/30/23 ETF Pathfinder. We remain bullish on the S&P 500, and we expect to see support at its 50-day MA moving forward (currently 4415). Short ...
Awaiting Powell's Speech Today and CPI Thursday We currently see the market indexes as consolidating within broad horizontal trading ranges, and we expect these ranges to continue for months, and quite possibly for the entirety of 2023. We see the top-end of the range at 4100-4165 on the S&P 500, while the bottom-end is at the 2022 lows (3490). In our view, reducing risk near resistance and adding risk near support will be key to outperforming in 2023 (alongside Sector/stock selection). Shorter...
Bear Market Rally Remains in Play Despite a few tumultuous trading days, the S&P 500 remains above its 200-week MA (3590-3600) and the Russell 2000 (IWM) remains above $163 -- both important support levels moving forward. We continue to see potential for a bear market rally (~+10% from the lows) as long as these support levels hold; bear market rallies would be confirmed by bullish reversals of the 2-month downtrends, or breaks above 3810 on the S&P 500 and above $174 on the IWM, the latter of ...
LPL Financial (LPLA) has created a powerful platform to empower independent and smaller scale wealth advisors to compete with the big players like Merrill Lynch and Morgan Stanley. Uniform Accounting highlights the company's operational improvements that the market is missing, indicating equity upside. AMD Q2 2021 Embedded Expectations Analysis – Market expectations are for Uniform ROA to expand, but management may have concerns about data center revenue growth, EPYC processors, and operating c...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
The general evaluation of CHUBB (US), a company active in the Property & Casualty Insurance industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date July 20, 2021, the closing price w...
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.
Summary Alleghany Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Alleghany Corp (Alleghany) is a property and casualty reinsurance and insurance company. The company, through its subsidiaries, offers property and casualty reinsurance for various lines...
Key Points: Value related names are improving vs. the previous momentum/growth areas of the market. Many areas that have underperformed are now showing leadership characteristics. Many banks and thrifts have developed bullish ascending triangles and are hitting multi-month RS highs. (ex. WFC, CIT, CMA, KEY, WBS, FITB, HWC, HBAN, FHN, and WD) Consumer Discretionary is reversing price and RS downtrends and we believe the laggards and those that were subject to Covis-19 closings are going to show n...
As with most market lows, Consumer Discretionary is likely the beneficiary of a rebound as the states re-open and the consumer returns to employment. Despite many businesses will ultimately close for good, there is some solace in a number of companies being able to once again open for business. (ex. DECK, BLD, MHO, MTH, DHI, HELE, PENN, CMG, CRMT, OLLI, RH, BKNG, HIBB, TSCO, FICE, and BJ) Healthcare remains a bright spot as many leadership stocks continue their march up and to the right. There a...
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.
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