reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Add exposure to cyclicals Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip†strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. • Actionable Sectors: Consumer Discretionary and Manufacturing. Today's recommendations focus on autos, auto parts, and machinery which span the Discretionary and Manufacturing Sectors. We initially recommend...
SGO COMPAGNIE DE SAINT-GOBAIN SA
RNO RENAULT SA
EO FAURECIA SA
DAI DAIMLER AG
RHM RHEINMETALL AG
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
FR VALEO SE
WEIR WEIR GROUP PLC
FI-N GEORG FISCHER AG
BRE BREMBO S.P.A.
6118 AIDA ENGINEERING LTD.
6407 CKD CORPORATION
6383 DAIFUKU CO. LTD.
6954 FANUC CORPORATION
6479 MINEBEAMITSUMI INC.
7222 NISSAN SHATAI CO. LTD.
6481 THK CO. LTD.
PIA PIAGGIO & C. S.P.A.
MOCORP METSO OUTOTEC OYJ
6165 PUNCH INDUSTRY
01958 BAIC MOTOR CORPORATION LIMITED CLASS H
ROR ROTORK PLC
6277 HOSOKAWA MICRON CORP.
012330 HYUNDAI MOBIS CO. LTD
6966 MITSUI HIGH-TEC INC.
6141 DMG MORI CO. LTD.
6594 NIDEC CORPORATION
6103 OKUMA CORP.
6273 SMC CORPORATION
1319 TONG YANG INDUSTRY CO.
7261 MAZDA MOTOR CORP.
KCR KONECRANES OYJ
2049 HIWIN TECHNOLOGIES CORP.
TATAMOTORS TATA MOTORS LIMITED
2115 LU HAI HOLDING CORP
603023 HARBIN VITI ELECTRONIC (A)
03606 FUYAO GLASS INDUSTRY GROUP CO. LTD. CLASS H
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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