Upgrading Discretionary to Overweight, Downgrading Energy & Health Care to Market Weight
Upgrading Discretionary $XLY to Overweight, Downgrading Energy $XLE & Health Care $XLV to Market Weight; Many indexes with major bullish...
232 Views
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...
281 Views
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...
208 Views
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...
417 Views
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...
390 Views