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 Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- 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.
PTC PTC INC.
PHM PULTEGROUP INC.
WMS ADVANCED DRAINAGE SYSTEMS INC.
WING WINGSTOP INC.
TOL TOLL BROTHERS INC.
SPSC SPS COMMERCE INC.
RDNT RADNET INC.
PYPL PAYPAL HOLDINGS INC
NSY NICE SYSTEMS LTD (ADR)
MSI MOTOROLA SOLUTIONS INC.
MKSI MKS INSTRUMENTS INC.
KFY KORN FERRY
IT GARTNER INC.
IPGP IPG PHOTONICS CORPORATION
HUBB HUBBELL INCORPORATED CLASS B
ETN EATON CORP. PLC
CSL CARLISLE COMPANIES INCORPORATED
CDE COEUR MINING INC.
CAT CATERPILLAR INC.
MLM MARTIN MARIETTA MATERIALS INC.
MOG.A MOOG INC. CLASS A
AMWD AMERICAN WOODMARK CORPORATION
EXP EAGLE MATERIALS INC.
FBHS FORTUNE BRANDS HOME & SECURITY INC.
MBUU MALIBU BOATS INC. CLASS A
TREX TREX COMPANY INC.
PI IMPINJ INC.
NXE. NEXGEN ENERGY LTD
AMD ADVANCED MICRO DEVICES INC.
AMKR AMKOR TECHNOLOGY INC.
NVT NVENT ELECTRIC PLC
A2H5RW ERO COPPER
BV BRIGHTVIEW HOLDINGS
KTB KONTOOR BRANDS
IR INGERSOLL RAND INC.
MARA MARATHON DIGITAL HOLDINGS INC
TT TRANE TECHNOLOGIES PLC
VAL VALARIS LTD
OLEM ONTO INNOVATION INC.
SDRL IPATH PURE BETA CRUDE OIL ETN
GMS SEADRILL LTD
NYE GENERAL MOTORS CORP NT 7/1/44
NYESA VALORES CORPORACION S.A.
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Njål Kleiven
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
Energy Morning - 15 November 2024
Brent spot: USD 72.8bbl, up 0.99/bbl from last OSE close.OSX: 78.0, up 0.7% since last OSE close.IEA revises up call-on-OPEC for 2024, lowers 2025e.US crude oil inventory build of 2.1mbbl.PEN (B) Q3 trading update: Dussafu producing >40kboe/d, potential ~9% upside to ’25 EBITDA.BWO Q3 (B): USD 1
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Stian Wibstad
- 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.
WOR WORTHINGTON INDUSTRIES INC.
VC VISTEON CORPORATION
TMST TIMKENSTEEL CORP
TM.N TOYOTA MOTOR ADS
THRM GENTHERM INCORPORATED
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SEDG SOLAREDGE TECHNOLOGIES INC.
NOVA NOVO NORDISK A/S ADS
MKSI MKS INSTRUMENTS INC.
DLY LYONDELLBASELL INDUSTRIES NV
LRCX LAM RESEARCH CORPORATION
LOPE GRAND CANYON EDUCATION INC.
IDXX IDEXX LABORATORIES INC.
ECHA ECOPETROL S.A. ADS
COTY COTY INC. CLASS A
BP BP PLC ADS
ALV ALLIANZ SE
MUR MURPHY OIL CORPORATION
DOO BRP INC.
IIIN INSTEEL INDUSTRIES INC.
ACLS AXCELIS TECHNOLOGIES INC.
ENPH ENPHASE ENERGY INC.
ENTG ENTEGRIS INC.
ICHR ICHOR HOLDINGS LTD.
ASML ASML HOLDING N.V.
DK DELEK US HOLDINGS INC
TALO TALOS ENERGY INC.
GNMSY GENMAB A/S
STLA STELLANTIS N.V.
VAL VALARIS LTD
APP APPLOVIN CORP
CIVI CIVITAS RESOURCES INC
TEL TE CONNECTIVITY LTD.
SDRL SEADRILL LTD
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