reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Semiconductors and Technology Leading the Way We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). We will maintain our bullish view as long as market dynamics remain healthy and the S&P 500 (SPX) is above 5700-5785 (up from 5500). We continue to be buyers in the 5700-5785 range if it gets there, and we would also be buyers at 5804-5854 gap support. We are expecting all-time highs soon on the SPX. Technolo...
LPG DORIAN LPG
G2O GOLAR LNG LIMITED
RIGN TRANSOCEAN LTD.
TRT1 TRANSATLANTIC PETROLEUM LTD.
INSW INTERNATIONAL SEAWAYS INC.
SMH MARKET VECTORS SMEICONDOUCTOR ETF
SDRL SEADRILL LTD.
STNG SCORPIO TANKERS INC.
VAL VALARIS LTD
ALCC ALTC ACQUISITION CORP
SMR NUSCALE POWER CORP
FRO FRONTLINE PLC
NE NOBLE CORP (NEW)
NNE NANO NUCLEAR ENERGY
TNK SEADRILL LTD
CPLPB TEEKAY TANKERS LTD.
TK CARGOPORT LOGISTICS CA PFD B
TEEKAY CORPORATION LTD.
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
PEP PEPSICO INC.
ANTM ANTHEM INC.
NUE NUCOR CORPORATION
NXPIN NXP SEMICONDUCTORS NV
CSX CSX CORPORATION
TXT TEXTRON INC.
TX. TERNIUM S.A. SPONSORED ADR
TDG TRANSDIGM GROUP INCORPORATED
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
PII POLARIS INC.
KMB KIMBERLY-CLARK CORPORATION
HCA HCA HEALTHCARE INC
GD GENERAL DYNAMICS CORPORATION
FANG DIAMONDBACK ENERGY INC.
DCI DONALDSON COMPANY INC.
CVS CVS HEALTH CORPORATION
CAL CALERES INC.
CACI CACI INTERNATIONAL INC CLASS A
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AVAV AEROVIRONMENT INC.
ASH ASHLAND GLOBAL HOLDINGS INC.
AMAT APPLIED MATERIALS INC.
ACGL ARCH CAPITAL GROUP LTD.
AIG AMERICAN INTERNATIONAL GROUP INC.
CNR. CANADIAN NATIONAL RAILWAY COMPANY
TEX TEREX CORPORATION
MEG. MEG ENERGY CORP.
MUR MURPHY OIL CORPORATION
MMC MARSH & MCLENNAN COMPANIES INC.
FRO FERRO S.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
FI FRANK'S INTERNATIONAL NV
GES GUESS? INC.
WFT.. WEATHERFORD INTERNATIONAL PLC
XYL XYLEM INC.
QCOM.. QUALCOMM INC.
AMD ADVANCED MICRO DEVICES INC.
AMEH APOLLO MEDICAL HOLDINGS INC
CI CIGNA CORPORATION
STNG SCORPIO TANKERS INC.
UBER UBER TECHNOLOGIES INC.
RXST RXSIGHT INC
CHRD CHORD ENERGY CORPORATION
TNK FRONTLINE PLC
TEEKAY TANKERS LTD.
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
ABGSC Shipping Daily 28 November
Mixed tanker and dry bulk markets, LPG down, Shipping peer group trades at P/NAV 0.71x, Tanker spot rates down, seasonality not working, risk of Red Sea reopening, Dry bulk fundamentals remain solid, while Chinese steel demand also remains a worry, FRO Q3 review: No seasonal upswing cuts estimates,
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
BA BOEING COMPANY (THE)
WOR WORTHINGTON INDUSTRIES INC.
WNC WABASH NATIONAL CORPORATION
WBA WALGREENS BOOTS ALLIANCE INC
VSAT VIASAT INC.
TXT TEXTRON INC.
TMST TIMKENSTEEL CORP
ROK ROCKWELL AUTOMATION INC.
RMBS RAMBUS INC.
POWI POWER INTEGRATIONS INC.
MKSI MKS INSTRUMENTS INC.
DHT DHT HOLDINGS INC.
CVI CVR ENERGY INC.
ARWR ARROWHEAD PHARMACEUTICALS INC.
AAP ADVANCE AUTO PARTS INC.
LPG DORIAN LPG
AIG AMERICAN INTERNATIONAL GROUP INC.
ALV ALLIANZ SE
WFC WALL FINANCIAL CORPORATION
MUR MURPHY OIL CORPORATION
DOO BRP INC.
IIIN INSTEEL INDUSTRIES INC.
ATKR ATKORE INC
COHU COHU INC.
FI FRANK'S INTERNATIONAL NV
MLHR HERMAN MILLER INC.
VSH VISHAY INTERTECHNOLOGY INC.
SCHW CHARLES SCHWAB CORPORATION
HI HILLENBRAND INC.
ICHR ICHOR HOLDINGS LTD.
MATW MATTHEWS INTERNATIONAL CORPORATION CLASS A
CSTM CONSTELLIUM SE CLASS A
STLA STELLANTIS N.V.
IMCR IMMUNOCORE HOLDINGS ADS
MNSO MINISO GROUP HOLDING ADS (N SHARES)
WOLF WOLFSPEED INC
CR CRANE HOLDINGS CO
STM STABILUS SE
CHRD CHORD ENERGY CORPORATION
FRO FRONTLINE PLC
TGI TGI INFRASTRUCTURES LTD
ASAI SENDAS DISTRIBUIDORA SA
- ABGSC Strategy Research
- Bengt Jonassen
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
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