reports
- Dave Nicoski
- Ross LaDuke
ZBH ZIMMER BIOMET HOLDINGS INC.
SLB.N SCHLUMBERGER NV
CNHI CNH INDUSTRIAL NV
WBA WALGREENS BOOTS ALLIANCE INC
ULTA ULTA BEAUTY INC
SLP SIMULATIONS PLUS
PCRX PACIRA BIOSCIENCES INC.
PBF PBF ENERGY INC. CLASS A
IART INTEGRA LIFESCIENCES HOLDINGS CORPORATION
HXL HEXCEL CORPORATION
DAN DANA INCORPORATED
CVI CVR ENERGY INC.
AGCO AGCO CORPORATION
ACAD ACADIA PHARMACEUTICALS INC.
ALV ALLIANZ SE
MUR MURPHY OIL CORPORATION
BRKS BROOKS AUTOMATION INC.
HP HELMERICH & PAYNE INC.
PTEN PATTERSON-UTI ENERGY INC.
VLO VALERO ENERGY CORPORATION
HI HILLENBRAND INC.
INGR-R-A INGRA D.D.
EYE NATIONAL VISION HOLDINGS
CPRI CAPRI HOLDINGS LIMITED
TW TRADEWEB MARKETS INC. CLASS A
REEMF RARE ELEMENT RESOURCES
NVST ENVISTA HOLDINGS
PGNY PROGYNY
CERT CERTARA
VAL VALARIS LTD
BBWI BATH & BODY WORKS INC
CIVI CIVITAS RESOURCES INC
INVX INNOVEX INTERNATIONAL INC
- Dave Nicoski
- Ross LaDuke
USNA USANA HEALTH SCIENCES INC.
PEGA PEGASYSTEMS INC.
NGVC NATURAL GROCERS BY VITAMIN COTTAGE INC
KR KROGER CO.
HSKA HESKA CORPORATION
HCI HCI GROUP INC.
EXEL EXELIXIS INC.
COO COOPER COMPANIES INC.
CME CME GROUP INC. CLASS A
CDE COEUR MINING INC.
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC.
ATR APTARGROUP INC.
CMG CHIPOTLE MEXICAN GRILL INC.
CCV COUNTERPATH
KO COCA-COLA COMPANY
ITGR INTEGER HOLDINGS CORPORATION
BOOM DMC GLOBAL INC
RIOT RIOT BLOCKCHAIN
GSHD GOOSEHEAD INSURANCE
AMEH APOLLO MEDICAL HOLDINGS INC
TW TRADEWEB MARKETS INC. CLASS A
TXG 10X GENOMICS INC CLASS A
CRNC CERENCE
CRSR CORSAIR GAMING
ASAN ASANA
BSY BENTLEY SYSTEMS
DFH DREAM FINDERS HOMES
MSGE MADISON SQUARE GARDEN ENTERTAINMENT
NAUT NAUTILUS BIOTECHNOLOGY INC
DKNG DRAFTKINGS INC.
SLOTT.B SLOTTSVIKEN FASTIGHETS AB
EQS-News: Tradeweb 2022 Annual Client Letter: Markets Put to the...
EQS-News: Tradeweb Tradeweb 2022 Annual Client Letter: Markets Put to the Test… Again 14.12.2022 / 15:30 CET/CEST The issuer is solely responsible for the content of this announcement. Dear Client, If 2020 and 2021 were tests of our resilience and resolve, this past year was a masterclass in macroeconomic and geopolitical one-upmanship. Financial markets weathered the storm of an ongoing global pandemic, supply chain disruption and massive geopolitical unrest, while rising inflation and rapid-fire interest rate increases and a persistent threat of recession tested the...
An unfavourable environment weighs on TRADEWEB MARKETS INCO., which se...
The independent financial analyst theScreener just requalified the general evaluation of TRADEWEB MARKETS INCO. (US), active in the Speciality Finance industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date February 8...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Small-Caps & Reopening Stocks Remain In Focus Major global indexes (MSCI ACWI, ACWI ex-US, EM, and EAFE) continue to hold above critical support levels and market dynamics remain largely positive. Until this changes, we believe global equities are headed higher in the coming weeks and months. Additionally, we are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue. · Risks To Our Positive Outlook. As we ...
WEB WEBJET LIMITED
BWY BELLWAY P.L.C.
ENT. ENTREC
7259 AISIN SEIKI CO LTD
PIA PIAGGIO & C. S.P.A.
8WY WYNN MACAU LTD.
FLT FLIGHT CENTRE TRAVEL GROUP LIMITED
7267 HONDA MOTOR CO. LTD.
00027 GALAXY ENTERTAINMENT GROUP LIMITED
SUNDRMFAST SUNDRAM FASTENERS
599A SANDS CHINA LTD.
3291 IIDA GROUP HOLDINGS CO. LTD.
TW TRADEWEB MARKETS INC. CLASS A
TCOM TRIP.COM GROUP LTD. SPONSORED ADR
00888 BISON FINANCE GROUP
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Market In “Wait-And-See†Phase We started to see waning upside momentum in the S&P 500 last week with the rising wedge breakdown and 2760 support level violation on Tuesday. Despite this, there was no downside follow through the following day as investors digested a new $484B fiscal relief package. This led to the S&P 500 finding support at 2725-2735 which leads us to where we are now -- testing recent highs. We see waning upside momentum and several aspects continue to suggest the S&P 500 ...
INCY INCYTE CORP
RGLD ROYAL GOLD INC.
ADI ANALOG DEVICES INC.
USNA USANA HEALTH SCIENCES INC.
STMP STAMPS.COM INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SLGN SILGAN HOLDINGS INC.
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
RRC RANGE RESOURCES CORPORATION
RP REALPAGE INC.
RGEN REPLIGEN CORPORATION
RDHL REDHILL BIOPHARMA
RARE ULTRAGENYX PHARMACEUTICAL INC.
PYPL PAYPAL HOLDINGS INC
OSUR ORASURE TECHNOLOGIES INC.
NPTN NEOPHOTONICS
NDSN NORDSON CORPORATION
MRCY MERCURY SYSTEMS INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
MMSI MERIT MEDICAL SYSTEMS INC.
MCO MOODY'S CORPORATION
LMNX LUMINEX CORP
KHC KRAFT HEINZ COMPANY
IMMU IMMUNOMEDICS INC.
HOLX HOLOGIC INC.
HALO HALOZYME THERAPEUTICS INC.
HAE HAEMONETICS CORPORATION
GFI GOLD FIELDS LTD. ADS
FFIV F5 NETWORKS INC.
EXEL EXELIXIS INC.
ETSY ETSY INC.
EBS EMERGENT BIOSOLUTIONS INC.
CTLT CATALENT INC
CIEN CIENA CORPORATION
CACI CACI INTERNATIONAL INC CLASS A
BOX BOX INC. CLASS A
BMY BRISTOL-MYERS SQUIBB COMPANY
AU ANGLOGOLD ASHANTI LTD. ADS
AMPH AMPHASTAR PHARMACEUTICALS INC
ALXN ALEXION PHARMACEUTICALS INC.
ALNY ALNYLAM PHARMACEUTICALS INC
AGI. ALAMOS GOLD INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
IRBT IROBOT CORPORATION
AEM. AGNICO EAGLE MINES LIMITED
ADTN ADTRAN INC.
BIO BIO-RAD LABORATORIES INC. CLASS A
GLUU GLU MOBILE INC.
SAM BOSTON BEER COMPANY INC. CLASS A
TDC TERADATA CORPORATION
THS TREEHOUSE FOODS INC.
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC.
FIZZ NATIONAL BEVERAGE CORP.
CDXC CHROMADEX CORP
PFE PFIZER INC.
MDGL MADRIGAL PHARMACEUTICALS
SPGI S&P GLOBAL INC.
BHVN BIOHAVEN PHARMACEUTICAL HOLDING COMPANY LTD.
QTRX QUANTERIX CORPORATION
CUE CUE BIOPHARMA INC
AMD ADVANCED MICRO DEVICES INC.
APLS APELLIS PHARMACEUTICALS
ACMR ACM RESEARCH
HEAR TURTLE BEACH CORP.
SWCH SWITCH
DOCU DOCUSIGN INC.
PINS PINTEREST INC. CLASS A
SPNS SAPIENS INTERNATIONAL CORP. N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
TW TRADEWEB MARKETS INC. CLASS A
ARCT ARCTURUS THERAPEUTICS HOLDINGS INC
FVRR FIVERR INTERNATIONAL
PSNL PERSONALIS
SQNS SEQUANS COMMUNICATIONS ADR
ZYXI ZYNEX
- Dave Nicoski
- Ross LaDuke
DHR DANAHER CORPORATION
VEEV VEEVA SYSTEMS INC CLASS A
TYL TYLER TECHNOLOGIES INC.
TER TERADYNE INC.
SNPS SYNOPSYS INC.
NVDA NVIDIA CORPORATION
NPTN NEOPHOTONICS
NG. NOVAGOLD RESOURCES INC.
NDAQ NASDAQ INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
MOH MOLINA HEALTHCARE INC.
LLNW LIMELIGHT NETWORKS
IPHI INPHI CORPORATION
GNMK GENMARK DIAGNOSTICS INC.
FAN FABRINET
FFIV F5 NETWORKS INC.
EQT EQT CORPORATION
CTMX CYTOMX THERAPEUTICS INC.
CNC CENTENE CORPORATION
CDNS CADENCE DESIGN SYSTEMS INC.
CACI CACI INTERNATIONAL INC CLASS A
AU ANGLOGOLD ASHANTI LTD. ADS
ANSS ANSYS INC.
ABX. BARRICK GOLD CORPORATION
A AGILENT TECHNOLOGIES INC.
AEM. AGNICO EAGLE MINES LIMITED
DSPG DSP GROUP INC.
LBRDA
SAM LIBERTY BROADBAND CORP. CLASS A
SYRS BOSTON BEER COMPANY INC. CLASS A
FIZZ SYROS PHARMACEUTICALS
INSG NATIONAL BEVERAGE CORP.
ATUS INSEEGO CORP
IOVA ALTICE USA INC. CLASS A
CNX IOVANCE BIOTHERAPEUTICS INC
AMD CNX RESOURCES CORPORATION
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
KRMD MICROSOFT CORPORATION
BILI REPRO MED SYSTEMS
LQDA BILIBILI INC. SPONSORED ADR CLASS Z
TW LIQUIDIA CORPORATION
CHWY TRADEWEB MARKETS INC. CLASS A
ARCT CHEWY INC. CLASS A
LVGO ARCTURUS THERAPEUTICS HOLDINGS INC
IMVT LIVONGO HEALTH
ZYXI IMMUNOVANT
PSTI INC.
ZYNEX
PLURISTEM THERAPEUTICS INC
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Encouraging Signs, But Not Out Of The Woods Positive news flow surrounding COVID-19 is encouraging on many fronts, and we welcome headlines such as peaking infections/deaths in Italy & Spain, certain European governments making plans to ease lockdowns, and that US death projections were likely overestimated. Despite encouraging news and the S&P 500 (SPX) hitting multi-week highs, market signals continue to suggest that this is a fairly standard bear market rally, making us believe the broad equ...
INCY INCYTE CORP
XLNX XILINX INC.
WST WEST PHARMACEUTICAL SERVICES INC.
VRTX VERTEX PHARMACEUTICALS INCORPORATED
SNYN SANOFI S.A. ADS
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
POST POST HOLDINGS INC.
NVDA NVIDIA CORPORATION
NTCT NETSCOUT SYSTEMS INC.
MKTX MARKETAXESS HOLDINGS INC.
MCO MOODY'S CORPORATION
JNJ JOHNSON & JOHNSON
IPHI INPHI CORPORATION
INTC INTEL CORPORATION
HRL HORMEL FOODS CORPORATION
DG DOLLAR GENERAL CORPORATION
DEA EASTERLY GOVERNMENT PROPERTIES INC
CTLT CATALENT INC
CHTR CHARTER COMMUNICATIONS INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
ASTE ASTEC INDUSTRIES INC.
ALXN ALEXION PHARMACEUTICALS INC.
UNP UNION PACIFIC CORPORATION
VIRT VIRTU FINANCIAL INC. CLASS A
K. KINROSS GOLD CORPORATION
CATS CATASYS INC.
CCO. CAMECO CORPORATION
STN. STANTEC INC
CAH CARDINAL HEALTH INC.
PETS PETMED EXPRESS INC.
RDY DR. REDDY'S LABORATORIES LTD. ADS
WMK WEIS MARKETS INC.
ZTO ZTO EXPRESS (CAYMAN) INC. SPONSORED ADR CLASS A
WPM WHEATON PRECIOUS METALS CORP
ARNA ARENA PHARMACEUTICALS INC.
JNPR JUNIPER NETWORKS INC.
CTXS CITRIX SYSTEMS INC.
BAND BANDWIDTH CLASS A
MRNA MODERNA INC.
TW TRADEWEB MARKETS INC. CLASS A
NBSE NEUBASE THERAPEUTICS
GO GROCERY OUTLET HOLDING
LVGO LIVONGO HEALTH
YY JOYY
INC.
- Dave Nicoski
- Ross LaDuke
VEEV VEEVA SYSTEMS INC CLASS A
PGR PROGRESSIVE CORPORATION
WABC WESTAMERICA BANCORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SPSC SPS COMMERCE INC.
SNYN SANOFI S.A. ADS
SNP CHINA PETROLEUM & CHEMICAL CORP. ADS
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SFM SPROUTS FARMERS MARKETS INC.
RGR STURM RUGER & COMPANY INC.
REGN REGENERON PHARMACEUTICALS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NEH NETEASE INC. SPONSORED ADR
NTCT NETSCOUT SYSTEMS INC.
MSCI MSCI INC. CLASS A
LMNX LUMINEX CORP
LAKE LAKELAND INDUSTRIES INC.
INDB INDEPENDENT BANK CORP.
IBKR INTERACTIVE BROKERS GROUP INC. CLASS A
HZNP HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
HLI HOULIHAN LOKEY INC. CLASS A
GGG GRACO INC.
FFIV F5 NETWORKS INC.
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC.
DG DOLLAR GENERAL CORPORATION
CEMI CHEMBIO DIAGNOSTICS INC.
ASTE ASTEC INDUSTRIES INC.
ALXN ALEXION PHARMACEUTICALS INC.
ABX. BARRICK GOLD CORPORATION
UNP UNION PACIFIC CORPORATION
46H HOLLYSYS AUTOMATION TECHNOLOGIES LTD.
FF FUTUREFUEL CORP.
CHE CHEMED CORPORATION
PJT PJT PARTNERS INC. CLASS A
CAT CATERPILLAR INC.
G ASSICURAZIONI GENERALI S.P.A.
CATS CATASYS INC.
BRK.B BERKSHIRE HATHAWAY INC. CLASS B
DSPG DSP GROUP INC.
HRC
LMT HILL-ROM HOLDINGS INC.
PETS LOCKHEED MARTIN CORPORATION
RDY PETMED EXPRESS INC.
WMK DR. REDDY'S LABORATORIES LTD. ADS
PFE WEIS MARKETS INC.
RTP.. PFIZER INC.
JNPR RIO TINTO PLC ADS (MEXICO)
BILI JUNIPER NETWORKS INC.
TW BILIBILI INC. SPONSORED ADR CLASS Z
XAIR TRADEWEB MARKETS INC. CLASS A
LHX BEYOND AIR
BLU L3HARRIS TECHNOLOGIES INC
BLUE ENERGY
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