reports
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Bullish Developed Markets Stocks
Overweight Global Technology & Industrials The absence of breakdowns in both the US dollar (DXY) and the MSCI EAFE vs. EM ratio along with the positive correlation between the two allows us to continue sticking with EAFE over EM... see charts below. As long as the DXY's uptrend remains intact, we expect EAFE to continue outperforming EM. Below we highlight attractive and actionable themes within developed int'l markets: • Technology and Industrial Manufacturing. Technology and Industrials ...
VONN VONTOBEL HOLDING AG
AI AIR LIQUIDE SA
ALL ARISTOCRAT LEISURE LIMITED
BNP BNP PARIBAS SA CLASS A
TRI THOMSON REUTERS
BOO BOOHOO GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
ATC ALTICE EUROPE NV CLASS A
NA NATIONAL BANK OF CANADA
EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DLG DIALOG SEMICONDUCTOR PLC
WIZZ WIZZ AIR HOLDINGS PLC
DAE DAETWYLER HOLDING AG
GEN GENMAB A/S
CGO. COGECO INC.
CSU. CONSTELLATION SOFTWARE INC.
ENGH ENGHOUSE SYSTEMS LTD.
CRG CRH PLC
KXS KINAXIS INC.
SAAB B SAAB AB CLASS B
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ZOT ZARDOYA OTIS S.A.
4704 TREND MICRO INCORPORATED
9449 GMO INTERNET INC.
8331 CHIBA BANK LTD.
8951 NIPPON BUILDING FUND INC.
4530 HISAMITSU PHARMACEUTICAL CO. INC.
6752 PANASONIC CORPORATION
4182 MITSUBISHI GAS CHEMICAL COMPANY INC.
3088 MATSUMOTOKIYOSHI HOLDINGS CO. LTD.
EDW EDP RENOVAVEIS SA
CON CONZZETA AG
7966 LINTEC CORPORATION
8096 KANEMATSU ELECTRONICS LTD.
2801 KIKKOMAN CORPORATION
6370 KURITA WATER INDUSTRIES LTD.
5333 NGK INSULATORS LTD.
6996 NICHICON CORPORATION
9759 NSD
6594 NIDEC CORPORATION
9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
4205 ZEON CORPORATION
1802 OBAYASHI CORPORATION
8251 PARCO CO. LTD.
6963 ROHM CO. LTD.
ALSN ALSO HOLDING AG
2127 NIHON M&A CENTER INC.
2175 SMS CO. LTD.
AVV AVEVA GROUP PLC
3295 HULIC REIT INC.
BOSN BOSSARD HOLDING AG
VIFN VIFOR PHARMA AG
REY REPLY S.P.A.
TSEM TOWER SEMICONDUCTOR LTD
8919 KATITAS CO LTD
ENRG ENERGIX RENEWABLE ENERGIES
FORTY FORMULA SYSTEMS (1985) LTD.
- Dave Nicoski
- Ross LaDuke
Int'l Macro Vision: Global Equity Strategy
Int'l Equity Strategy Global equities staged an impressive rally over the first four months of 2019. The nearly unabated advance allowed the broad major indexes (MSCI ACWI, ACWI ex-US, and EAFE) to break topside critical 14-month downtrends which began in January 2018. Heading into May, YTD uptrends were ubiquitous and market participants were generally of the belief that a US-China trade deal was a foregone conclusion. Then came Trump's May 5th tweets claiming China was attempting to renegotia...
SGE SAGE GROUP PLC
TEMN TEMENOS AG
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
JDW J D WETHERSPOON PLC
AFX CARL ZEISS MEDITEC AG
DEMANT DEMANT A/S
SDR SCHRODERS PLC
HCLTECH HCL TECHNOLOGIES LIMITED
QSR RESTAURANT BRANDS INTERNATIONAL INC
00019 SWIRE PACIFIC LIMITED CLASS A
AGL AUTOGRILL S.P.A.
TATACONSUM TATA CONSUMER PRODUCTS LIMITED
4680 ROUND ONE CORPORATION
9684 SQUARE ENIX HOLDINGS CO. LTD.
000080 HITE JINRO
HEXAWARE HEXAWARE TECHNOLOGIES
CPR DAVIDE CAMPARI-MILANO N.V.
BVIC BRITVIC PLC
DIM SARTORIUS STEDIM BIOTECH SA
9749 FUJI SOFT
600519 KWEICHOW MOUTAI CO. LTD. CLASS A
9766 KONAMI HOLDINGS CORP
2317 SYSTENA CORPORATION
9759 NSD
4661 ORIENTAL LAND CO. LTD.
3083 CHINESE GAMER INTERNATIONAL CORP.
TCS TATA CONSULTANCY SERVICES LIMITED
3769 GMO PAYMENT GATEWAY INC.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CCH COCA-COLA HBC AG
3IN 3I INFRASTRUCTURE PLC
INVE A INVESTOR AB A
SAP SAP SE
CDI CHRISTIAN DIOR SE
VIFN VIFOR PHARMA AG
OTEX OPEN TEXT CORPORATION
SL. STANDARD LIFE ABERDEEN PLC
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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