reports
- Dave Nicoski
- Ross LaDuke
VEEV VEEVA SYSTEMS INC CLASS A
KMX CARMAX INC.
VRTS VIRTUS INVESTMENT PARTNERS INC.
TSLA TESLA INC
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
MITK MITEK SYSTEMS INC.
GDOT GREEN DOT CORPORATION CLASS A
F FORD MOTOR COMPANY
EXPE EXPEDIA GROUP INC.
BANF BANCFIRST
NCBS NICOLET BANKSHARES INC
SW SIERRA WIRELESS INC.
CCL CARNIVAL CORPORATION
NAVI NAVIENT CORP
CWH CAMPING WORLD HOLDINGS INC. CLASS A
FLGT FULGENT GENETICS
REAL REAL MATTERS
SBOW SILVERBOW RESOURCES
JHG JANUS HENDERSON GROUP PLC
BKR BAKER HUGHES COMPANY CLASS A
ROKU ROKU INC. CLASS A
ZS ZSCALER INC.
INVA INNOVIVA INC.
LWLG LIGHTWAVE LOGIC
MGTX MEIRAGTX HOLDINGS PLC
DOCU DOCUSIGN INC.
ATLC AL TAWFEEK LEASING
STOK STOKE THERAPEUTICS
ONEW ONEWATER MARINE
ALXO ALX ONCOLOGY HOLDINGS
BILL BILL.COM HOLDINGS
MGNI MAGNITE INC
DASH DOORDASH
EOT EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST
CGEM CULLINAN ONCOLOGY INC
BBWI BATH & BODY WORKS INC
LMND LEMONADE INC
SOFI SOFI TECHNOLOGIES INC
MKTW MARKETWISE INC
AIP ARTERIS INC
INFA INFORMATICA INC
CMAX CAREMAX INC
RKLB ROCKET LAB USA INC
AURA AURA BIOSCIENCES INC
- Jonathan Moreland
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
SXT SENSIENT TECHNOLOGIES CORPORATION
BNFT BENEFITFOCUS INC.
BNED BARNES & NOBLE EDUCATION INC.
ASPN ASPEN AEROGELS
TISI TEAM INC.
FRBK REPUBLIC FIRST BANCORP INC.
GMS GMS INC.
MAC MACERICH COMPANY
CSWC CAPITAL SOUTHWEST CORP.
LCII LCI INDUSTRIES
NWLI NATIONAL WESTERN LIFE INSURANCE COMPANY
JHG JANUS HENDERSON GROUP PLC
RFIL RF INDUSTRIES LTD.
SPRO SPERO THERAPEUTICS
PRPL PURPLE INNOVATION
KFS INC.
XAIR KINGSWAY FINANCIAL SERVICES
TELA BEYOND AIR
ALTG TELA BIO
RVMD ALTA EQUIPMENT GROUP INC.
ORIC REVOLUTION MEDICINES
PTVE ORIC PHARMACEUTICALS
INDT PACTIV EVERGREEN
LSEA INDUS REALTY TRUST INC
CLNN LANDSEA HOMES CORP (A)
NEXI CLENE INC
TMC NEXIMMUNE
FORA TMC THE METALS CO INC
MYPS FORIAN INC
CREX PLAYSTUDIOS INC
CREATIVE REALITIES INC
Janus Henderson Group Plc: 1 director
A director at Janus Henderson Group Plc bought 682,514 shares at 35.635USD and the significance rating of the trade was 67/100. 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 the last two ...
- Jonathan Moreland
JANUS HENDERSON GROUP sees an upgrade to Slightly Positive due to a be...
The general evaluation of JANUS HENDERSON GROUP (US), a company active in the Asset Managers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 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 March 29, 2022, the closing price...
- Jonathan Moreland
MYE MYERS INDUSTRIES INC.
MMLP MARTIN MIDSTREAM PARTNERS L.P.
MACK MERRIMACK PHARMACEUTICALS INC
KW KENNEDY-WILSON HOLDINGS INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
HZN HORIZON GLOBAL CORP.
EXLS EXLSERVICE HOLDINGS INC.
CROX CROCS INC.
COTY COTY INC. CLASS A
COMM COMMSCOPE HOLDING CO. INC.
ANIK ANIKA THERAPEUTICS INC.
AAT AMERICAN ASSETS TRUST INC.
FRBK REPUBLIC FIRST BANCORP INC.
CLOV CLOVER PAKISTAN LTD.
ELY CALLAWAY GOLF COMPANY
IGR CBRE CLARION GLOBAL REAL ESTAT
USFD US FOODS HOLDING CORP.
WINA WINMARK CORP.
AGLE AEGLEA BIOTHERAPEUTICS
OCX ONCOCYTE
JHG JANUS HENDERSON GROUP PLC
YEXT YEXT
APPN APPIAN
SNCR SYNCHRONOSS TECHNOLOGIES
DOCU INC.
BBIO DOCUSIGN INC.
BW BRIDGEBIO PHARMA
AXLA BABCOCK & WILCOX ENTERPRISES
PWFL AXCELLA HEALTH
BRP POWERFLEET INC
FRG BRP GROUP
AHCO FRANCHISE GROUP
HGEN ADAPTHEALTH
BLI HUMANIGEN
KNTE INC
SKLZ BERKELEY LIGHTS
INDT INC.
LSEA KINNATE BIOPHARMA
AIRC SKILLZ INC (A)
KBNT INDUS REALTY TRUST INC
NOTV LANDSEA HOMES CORP (A)
PFX APARTMENT INCOME REIT
PCOR KUBIENT
DUOL INOTIV
SOFI INC.
VWE PHENIXFIN CORP
ROVR PROCORE TECHNOLOGIES
INC.
DUOLINGO
INC.
SOFI TECHNOLOGIES INC
VINTAGE WINE ESTATES INC
ROVER METALS CORP
- Jonathan Moreland
SKYW SKYWEST INC
OPK OPKO HEALTH INC.
MACK MERRIMACK PHARMACEUTICALS INC
IVC INVACARE CORPORATION
HMTV HEMISPHERE MEDIA GROUP
EXLS EXLSERVICE HOLDINGS INC.
CROX CROCS INC.
COMM COMMSCOPE HOLDING CO. INC.
BBW BUILD-A-BEAR WORKSHOP
ANIK ANIKA THERAPEUTICS INC.
ELY CALLAWAY GOLF COMPANY
USFD US FOODS HOLDING CORP.
AGLE AEGLEA BIOTHERAPEUTICS
VERI VERITONE INC.
JHG JANUS HENDERSON GROUP PLC
RBBN RIBBON COMMUNICATIONS
FLNT FLUENT INC
SNCR SYNCHRONOSS TECHNOLOGIES
FSK INC.
BRP FS KKR CAPITAL CORP
GCI BRP GROUP
AHCO GANNETT CO. INC.
HGEN ADAPTHEALTH
CMTV HUMANIGEN
BLI INC
KNTE COMMUNITY BANCORP INC. VT
SKLZ BERKELEY LIGHTS
LSEA INC.
RAND KINNATE BIOPHARMA
AIRC SKILLZ INC (A)
SLNG LANDSEA HOMES CORP (A)
KBNT RAND CAPITAL
ALIT APARTMENT INCOME REIT
DUOL STABILIS ENERGY
RXRX INC.
CLOV KUBIENT
INDI ALIGHT
CELU INC. / DELAWARE
DUOLINGO
INC.
RECURSION PHARMACEUTICALS
INC.
CLOVER HEALTH INV CORP
INDIE SEMICONDUCTOR INC
GX ACQUISITION CORP.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upgrading Financials To Overweight; Downgrading Communications To Market Weight We continue to see a steady flow of risk-on signals that have us moving toward an outright bullish outlook for the broad US equity market. Below we discuss several bullish developments that leads us to believe we are close to exiting the "mixed market environment" that we have referenced since late March. Financials, Copper, US Dollar. These three areas were a primary focus in last week's Compass, and they have sin...
MOS MOSAIC COMPANY
LXU LSB INDUSTRIES INC.
CODI COMPASS DIVERSIFIED HOLDINGS
CIT CIT GROUP INC.
CF CF INDUSTRIES HOLDINGS INC.
ASPN ASPEN AEROGELS
ALLY ALLY FINANCIAL INC
BCPC BALCHEM CORPORATION
WD WALKER & DUNLOP INC.
A114AS ARABIAN CEMENT CO
CACC CREDIT ACCEPTANCE CORPORATION
LPLA LPL FINANCIAL HOLDINGS INC.
WRLD WORLD ACCEPTANCE CORPORATION
ATLC ATLANTICUS HOLDINGS CORP
ASIX ADVANSIX INC.
HWKN HAWKINS INC.
JHG JANUS HENDERSON GROUP PLC
ICL ICL GROUP LTD.
KKR KKR & CO. INC.
TROX TRONOX HOLDINGS PLC
LC LENDINGCLUB CORP
IPI INTREPID POTASH
APA APA CORPORATION
SOM SOMEC
UAN ARCADIAN PARTNERS LP
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
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.
XLNX XILINX INC.
WING WINGSTOP INC.
SMCI SUPER MICRO COMPUTER INC.
PRFT PERFICIENT INC.
OLED UNIVERSAL DISPLAY CORPORATION
MXL MAXLINEAR INC
FORR FORRESTER RESEARCH INC.
SKY SKYLINE CHAMPION CORPORATION
BRU BURU ENERGY LTD.
SCI SERVICE CORPORATION INTERNATIONAL
SAH SONIC AUTOMOTIVE INC. CLASS A
ARLP ALLIANCE RESOURCE PARTNERS L.P.
CYBE CYBEROPTICS CORP.
GMS GMS INC.
VRTV VERITIV CORP
IDT IDT CORP. CL B
JHG JANUS HENDERSON GROUP PLC
AMD ADVANCED MICRO DEVICES INC.
CEIX CONSOL ENERGY INC
LEN.B LENNAR CORP. CL B
HOV HOVNANIAN ENTERPRISES INC. CLASS A
LC LENDINGCLUB CORP
KRUS KURA SUSHI USA
CMBM CAMBIUM NETWORKS
CG CARLYLE GROUP INC
ARCH ARCH RESOURCES INC. CLASS A
AMR ALPHA METALLURGICAL RESOURCES INC
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Commodities Improving As US Dollar Simmers Despite a more mixed and highly rotational market across Sectors, market-caps, and growth/value, not one Sector or widely followed index is breaking down; to the contrary, more are beginning to break out to new all-time highs. Overall, the weight of the evidence remains positive, and our outlook remains constructive for the weeks and months ahead; buy pullbacks. S&P 500, Nasdaq 100, Dow, Mid-Caps, Russell 2000. Large-cap (S&P 500, Nasdaq 100, and Dow)...
EME EMCOR GROUP
SON SONOCO PRODUCTS COMPANY
PKG PACKAGING CORPORATION OF AMERICA
UFS DOMTAR CORPORATION
SEIC SEI INVESTMENTS COMPANY
PWR QUANTA SERVICES INC.
MERC MERCER INTERNATIONAL INC.
J JACOBS ENGINEERING GROUP INC.
IVZ INVESCO LTD.
IP INTERNATIONAL PAPER COMPANY
DY DYCOM INDUSTRIES INC.
BWXT BWX TECHNOLOGIES INC.
BCC BOISE CASCADE CO.
AMG AFFILIATED MANAGERS GROUP INC.
FLR FLUOR CORPORATION
WY WEYERHAEUSER COMPANY
A114AS ARABIAN CEMENT CO
LPLA LPL FINANCIAL HOLDINGS INC.
LPX LOUISIANA-PACIFIC CORPORATION
RFP RESOLUTE FOREST PRODUCTS INC.
VRTV VERITIV CORP
WPC W. P. CAREY INC.
JHG JANUS HENDERSON GROUP PLC
WRK WESTROCK COMPANY
APO APOLLO GLOBAL MANAGEMENT INC. CLASS A
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
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.
ACM AECOM
URI UNITED RENTALS INC.
GBX GREENBRIER COMPANIES INC.
YUM YUM! BRANDS INC.
URBN URBAN OUTFITTERS INC.
TBK TRIUMPH BANCORP INC.
STC STEWART INFORMATION SERVICES CORPORATION
SNV SYNOVUS FINANCIAL CORP.
REGI RENEWABLE ENERGY GROUP INC.
PII POLARIS INC.
PAYC PAYCOM SOFTWARE INC.
NUS NU SKIN ENTERPRISES INC. CLASS A
MGPI MGP INGREDIENTS INC.
LQDT LIQUIDITY SERVICES
LAD LITHIA MOTORS INC. CLASS A
KRA KRATON CORPORATION
IVZ INVESCO LTD.
HMST HOMESTREET INC.
HIBB HIBBETT SPORTS INC.
GPI GROUP 1 AUTOMOTIVE INC.
GDOT GREEN DOT CORPORATION CLASS A
FL FOOT LOCKER INC.
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
ESNT ESSENT GROUP LTD.
DY DYCOM INDUSTRIES INC.
CPT CAMDEN PROPERTY TRUST
CHCT COMMUNITY HEALTHCARE TRUST INCORPORATED
CASH META FINANCIAL GROUP INC.
BOOT BOOT BARN HOLDINGS
ANF ABERCROMBIE & FITCH CO. CLASS A
AN AUTONATION INC.
ACHC ACADIA HEALTHCARE COMPANY INC.
TEX TEREX CORPORATION
WD WALKER & DUNLOP INC.
MHK MOHAWK INDUSTRIES INC.
EVR EVERCORE INC CLASS A
BBBY BED BATH & BEYOND INC.
LSI LIFE STORAGE INC.
NMIH NMI HOLDINGS INC. CLASS A
VRA VERA BRADLEY INC.
FCPT FOUR CORNERS PROPERTY TRUST INC.
CC CHEMOURS CO.
ASIX ADVANSIX INC.
AMBC AMBAC FINANCIAL GROUP INC.
JHG JANUS HENDERSON GROUP PLC
LTHM LIVENT
COOP MR. COOPER GROUP INC.
TCF TCF FINANCIAL CORPORATION
VTOL BRISTOW GROUP
AVNT INC.
AVIENT CORP.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, and CNSL) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TXRH, BLMN, WEN, CBRL, SCI, LL, and STMP) • Healthcare has a number of attractive names technically. (ex. SEM, CYH, THC, PRSC, TRHC, HQY, GILD, EBS, REGN, and ABBV) • REIT's remain a leadership Sector (ex. STAR, HR, SAFE, DLR, SBAC, and EQIX)
BLMN BLOOMIN' BRANDS INC.
NEM NEWMONT CORPORATION
WEN WENDY'S COMPANY
TXRH TEXAS ROADHOUSE INC.
TTEK TETRA TECH INC.
THC TENET HEALTHCARE CORPORATION
STMP STAMPS.COM INC.
SEM SELECT MEDICAL HOLDINGS CORPORATION
SAIA SAIA INC.
ROL ROLLINS INC.
ROK ROCKWELL AUTOMATION INC.
REGN REGENERON PHARMACEUTICALS INC.
PRSC MODIVCARE INC.
MANT MANTECH INTERNATIONAL CORPORATION CLASS A
LL LUMBER LIQUIDATORS HOLDINGS INC.
KR KROGER CO.
J JACOBS ENGINEERING GROUP INC.
GILD GILEAD SCIENCES INC.
EQIX EQUINIX INC.
EHTH EHEALTH INC.
EBS EMERGENT BIOSOLUTIONS INC.
CNSL CONSOLIDATED COMMUNICATIONS HOLDINGS INC.
CL COLGATE-PALMOLIVE COMPANY
CFX COLFAX CORPORATION
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
CASY CASEY'S GENERAL STORES INC.
BCC BOISE CASCADE CO.
SCI SERVICE CORPORATION INTERNATIONAL
CYH COMMUNITY HEALTH SYSTEMS INC.
OLN OLIN CORPORATION
CLW CLEARWATER PAPER CORPORATION
DLR SCI ELECTRIC
GLUU DIGITAL REALTY TRUST INC.
IBP GLU MOBILE INC.
TRHC INSTALLED BUILDING PRODUCTS INC.
SBAC TABULA RASA HEALTHCARE
JHG SBA COMMUNICATIONS CORP. CLASS A
PM JANUS HENDERSON GROUP PLC
ABBV PHILIP MORRIS INTERNATIONAL INC.
SAFE ABBVIE INC.
STAR SAFEHOLD INC.
BRIGHTSTAR CORP.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, TWTR, GOOGL, NYT, and NWSA) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TPR, LGIH, DHI, VSTO, RGR, PENN, SGMS, BYD, BJRI, BKE, EBAY, SIG, HAIN, and ENR ) • A number of Financial Sector names appear to be perking up. (ex. JHG, INTL, EVR, GHL, ARR, and CINF)
NOW SERVICENOW INC.
UIS UNISYS CORPORATION
SRE SEMPRA ENERGY
SIG SIGNET JEWELERS LIMITED
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
SAIA SAIA INC.
RUN SUNRUN INC.
RTN RAYTHEON COMPANY
RLGY REALOGY HOLDINGS CORP.
RGR STURM RUGER & COMPANY INC.
REGI RENEWABLE ENERGY GROUP INC.
PRFT PERFICIENT INC.
PENN PENN NATIONAL GAMING INC.
PBH PRESTIGE CONSUMER HEALTHCARE INC
NWSA NEWS CORPORATION CLASS A
NEE NEXTERA ENERGY INC.
MU MICRON TECHNOLOGY INC.
LHCG LHC GROUP INC.
LGIH LGI HOMES INC.
LDOS LEIDOS HOLDINGS INC.
HAIN HAIN CELESTIAL GROUP INC.
GOOGL ALPHABET INC. CLASS A
GHL GREENHILL & CO. INC.
ENSG ENSIGN GROUP INC.
ENDP ENDO INTERNATIONAL PLC
EBAY EBAY INC.
DVA DAVITA INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CINF CINCINNATI FINANCIAL CORPORATION
CCOI COGENT COMMUNICATIONS HOLDINGS INC
CCMP CMC MATERIALS INC.
BYD BOYD GAMING CORPORATION
ARR ARMOUR RESIDENTIAL REIT INC.
ANSS ANSYS INC.
ADUS ADDUS HOMECARE
ADSK AUTODESK INC.
AIG AMERICAN INTERNATIONAL GROUP INC.
NYT NEW YORK TIMES COMPANY CLASS A
EVR EVERCORE INC CLASS A
JOE ST. JOE COMPANY
DHI D.R. HORTON INC.
BJRI BJ'S RESTAURANTS INC.
INTL INTL FCSTONE
ACLS AXCELIS TECHNOLOGIES INC.
CAH CARDINAL HEALTH INC.
FMC FMC CORPORATION
GLUU GLU MOBILE INC.
ODFL OLD DOMINION FREIGHT LINE INC.
SGMS SCIENTIFIC GAMES CORPORATION
WERN WERNER ENTERPRISES INC.
TWTR TWITTER INC.
VSTO VISTA OUTDOOR INC
JHG JANUS HENDERSON GROUP PLC
TPR TAPESTRY INC.
LHX L3HARRIS TECHNOLOGIES INC
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
Key Points: • Many Consumer Discretionary names are staging reversals or developing bullish bases. (ex. SGMS, BLMN, EAT, PZZA, and HIBB) • The Healthcare Sector has a significant number of names reversing downtrend, breaking out of bases, and in uptrends (ex. HSKA, RMD, HNGR, HSTM, NXGN, VRTX, INVA, and PCRX)
ZEUS OLYMPIC STEEL INC.
VGR VECTOR GROUP LTD.
TBK TRIUMPH BANCORP INC.
RMAX RE/MAX HOLDINGS INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PSMT PRICESMART INC.
PCRX PACIRA BIOSCIENCES INC.
NDAQ NASDAQ INC.
MSCI MSCI INC. CLASS A
HIBB HIBBETT SPORTS INC.
FELE FRANKLIN ELECTRIC CO. INC.
EAT BRINKER INTERNATIONAL INC.
DAR DARLING INGREDIENTS INC.
CMTL COMTECH TELECOMMUNICATIONS CORP.
CHCT COMMUNITY HEALTHCARE TRUST INCORPORATED
AVD AMERICAN VANGUARD
ABTX ALLEGIANCE BANCSHARES
AAT AMERICAN ASSETS TRUST INC.
HPQ HP INC.
IIIN INSTEEL INDUSTRIES INC.
CBB CINCINNATI BELL INC.
EA ELECTRONIC ARTS INC.
SGMS SCIENTIFIC GAMES CORPORATION
FIZZ NATIONAL BEVERAGE CORP.
JHG JANUS HENDERSON GROUP PLC
INVA INNOVIVA INC.
- Dave Nicoski
- Ross LaDuke
UFI UNIFI INC
PAG PENSKE AUTOMOTIVE GROUP INC
URI UNITED RENTALS INC.
STT STATE STREET CORPORATION
SWK STANLEY BLACK & DECKER INC.
HZO MARINEMAX INC.
ZION ZIONS BANCORPORATION N.A.
WAL WESTERN ALLIANCE BANCORP
URBN URBAN OUTFITTERS INC.
THC TENET HEALTHCARE CORPORATION
TBI TRUEBLUE INC.
RUSHA RUSH ENTERPRISES INC. CLASS A
RM REGIONAL MANAGEMENT CORP
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PNFP PINNACLE FINANCIAL PARTNERS INC.
PENN PENN NATIONAL GAMING INC.
PCH POTLATCHDELTIC CORPORATION
PBF PBF ENERGY INC. CLASS A
MNTA MOMENTA PHARMACEUTICALS INC.
DLY LYONDELLBASELL INDUSTRIES NV
LVS LAS VEGAS SANDS CORP.
LBAI LAKELAND BANCORP INC.
JWN NORDSTROM INC.
JBLU JETBLUE AIRWAYS CORPORATION
HAIN HAIN CELESTIAL GROUP INC.
GWB GREAT WESTERN BANCORP INC.
GT GOODYEAR TIRE & RUBBER COMPANY
FSB FRANKLIN FINANCIAL NETWORK INC
FITB FIFTH THIRD BANCORP
FIBK FIRST INTERSTATE BANCSYSTEM INC. CLASS A
FHN FIRST HORIZON CORPORATION
FCF FIRST COMMONWEALTH FINANCIAL CORPORATION
ETN EATON CORP. PLC
EMN EASTMAN CHEMICAL COMPANY
EFSC ENTERPRISE FINANCIAL SERVICES CORP
EBS EMERGENT BIOSOLUTIONS INC.
EAT BRINKER INTERNATIONAL INC.
CUBI CUSTOMERS BANCORP INC.
CENTERSTATE BANK CORPORATION
COLB COLUMBIA BANKING SYSTEM INC.
CMC COMMERCIAL METALS COMPANY
BRKL BROOKLINE BANCORP INC.
AXE ANIXTER INTERNATIONAL INC.
ALNY ALNYLAM PHARMACEUTICALS INC
AEIS ADVANCED ENERGY INDUSTRIES INC.
GNK GENCO SHIPPING & TRADING LTD.
TK TEEKAY CORPORATION
CAT CATERPILLAR INC.
BJRI BJ'S RESTAURANTS INC.
FNB F.N.B. CORPORATION
TILE INTERFACE INC.
MCK MCKESSON CORPORATION
ACLS AXCELIS TECHNOLOGIES INC.
CAH CARDINAL HEALTH INC.
CBPX CONTINENTAL BUILDING PRODUCTS INC.
COHU COHU INC.
EV EATON VANCE CORP.
GEF GREIF CLASS A
HNI HNI CORPORATION
MINI MOBILE MINI INC.
THO THOR INDUSTRIES INC.
TSC TRISTATE CAPITAL HOLDINGS INC
VSH VISHAY INTERTECHNOLOGY INC.
CHRW C.H. ROBINSON WORLDWIDE INC.
SYX SYSTEMAX INC.
5AH PANHANDLE OIL & GAS INC.
JHG JANUS HENDERSON GROUP PLC
MATW MATTHEWS INTERNATIONAL CORPORATION CLASS A
CBMG CELLULAR BIOMEDICINE GROUP INC
DLX DELUXE CORPORATION
ABBV ABBVIE INC.
HOG HARLEY-DAVIDSON INC.
DOW DOW INC.
- Greggory Warren
Morningstar | Market Gains Help Offset Ongoing Outflows in Janus Hende...
There was little in narrow-moat Janus Henderson's first-quarter results that would alter our long-term view of the firm. We are leaving our USD 24 (AUD 33) per share fair value estimate in place. The firm closed out the March quarter with USD 357.3 billion in assets under management, up 8.8% sequentially but down 3.9% on a year-over-year basis. Net outflows of USD 7.4 billion during the period were on par with what we saw during the fourth quarter of 2019. As organic growth has been negative at ...
- Greggory Warren
Market Gains Help Offset Ongoing Outflows in Janus Henderson's 1Q; No ...
There was little in narrow-moat Janus Henderson's first-quarter results that would alter our long-term view of the firm. We are leaving our USD 24 (AUD 33) per share fair value estimate in place. The firm closed out the March quarter with USD 357.3 billion in assets under management, up 8.8% sequentially but down 3.9% on a year-over-year basis. Net outflows of USD 7.4 billion during the period were on par with what we saw during the fourth quarter of 2019. As organic growth has been negative at ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
The good outweighs the bad Our checklist of bullish indicators continues to grow as equal-weighted Financials (RYF), global Financials (IXG), global autos (CARZ), and the Dow Jones Transportation Average (IYT) are each decisively breaking topside critical resistance levels. These developments have led us to be incrementally more bullish. At the same time, biotech has succumbed to weakness within Health Care -- a point for the bears as it is one aspect that puts a damper on risk sentiment. Overa...
STT STATE STREET CORPORATION
KMX CARMAX INC.
NCR NCR CORPORATION
UNH UNITEDHEALTH GROUP INCORPORATED
SEIC SEI INVESTMENTS COMPANY
LEA LEAR CORPORATION
LAD LITHIA MOTORS INC. CLASS A
IVZ INVESCO LTD.
GPI GROUP 1 AUTOMOTIVE INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
ETN EATON CORP. PLC
CRMT AMERICA'S CAR-MART INC.
BWA BORGWARNER INC.
ARCC ARES CAPITAL CORPORATION
AN AUTONATION INC.
AMP AMERIPRISE FINANCIAL INC.
AMG AFFILIATED MANAGERS GROUP INC.
ALV AUTOLIV INC.
AG31 APOLLO GLOBAL MANAGEMENT INC. CLASS A
MG/CN MAGNA INTERNATIONAL INC.
BX BLACKSTONE GROUP INC.
FHI FEDERATED HERMES INC. CLASS B
LM LEGG MASON INC.
LPLA LPL FINANCIAL HOLDINGS INC.
GDX VANECK VECTORS GOLD MINERS ETF
TROW T. ROWE PRICE GROUP
WPC W. P. CAREY INC.
TYIA JOHNSON CONTROLS INTERNATIONAL PLC
JHG JANUS HENDERSON GROUP PLC
APTV APTIV PLC
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND
XLV SELECT SECTOR SPDR-HEALTH CARE
ADNT ADIENT PLC
IHF ISHARES U.S. HEALTHCARE PROVID
A2AHFT MARKET VECTORS JUNIOR GOLD MINERS ETF
RYH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
RYF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF
IXG ISHARES GLOBAL FINANCIALS ETF
STTX STRATEX OIL & GAS HOLDINGS
- Greggory Warren
Morningstar | JHG Updated Forecasts and Estimates from 08 Apr 2019
For much of the past decade, the traditional U.S.-based asset managers have benefited from a bull market in equities, which has helped to lift AUM levels for most firms. Concerns about that bull market run ending sooner rather than later, and ongoing pressures from poor active-equity investment performance and the growth and acceptance of low-cost index-based products (which have not only impacted organic growth but have also raised questions about fee and margin compression longer term), have l...
- Greggory Warren
Morningstar | Moats for the U.S.-Based Asset Managers Are Narrowing; S...
For much of the past decade, the traditional U.S.-based asset managers have benefited from a bull market in equities, which has helped to lift AUM levels for most firms. Concerns about that bull market run ending sooner rather than later, and ongoing pressures from poor active-equity investment performance and the growth and acceptance of low-cost index-based products (which have not only impacted organic growth but have also raised questions about fee and margin compression longer term), have l...
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