Panic Buying Achieved, Waiting for More Confirmation of a Bottom;Buying Staples & Auto Dealers/Parts
We finally saw panic buying last Friday in the form of 92% upside volume on the NYSE. There is hope that this panic buying could signal that a...
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U.S. Equity Strategy: Buying Semiconductors, Auto Dealers, and Asset Mgmt/Custody Banks
Despite our overall cautious outlook, several areas are attractive and buyable, including: Semiconductors, Auto Dealers, and Asset Management...
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Vroom IPO Valuation Analysis
The bankers announced the IPO price range of $15 to $17 per share for Vroom (VRM US), a leading e-commerce company in the U.S. that provides a...
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U.S. Equal-Weighted Retail Is Bottoming -- Add Exposure
As part of the improving cyclical value theme, several of the down-and-out retail stocks are bottoming. This is depicted by bullish price and RS...
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Autonomous Driving. Waymo Leading The Charge With Ten Million Miles Driven And Counting
Waymo CEO John Krafcik made some bold decisions after taking the helm at Alphabet's self-driving project in September 2015. Chief among them was...
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