U.S. Equity Index and Sector Breakdowns Remain Absent; Buying Communications & Services Stocks
Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Charts highlighted: XOP, JETS, S&P 500, IWM, IWC,...
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Palantir DPL Valuation Analysis
Our valuation analysis suggests an implied market cap of $29.7 billion and a target price of $13.7 per share for Palantir (49% higher than the base...
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Happiest Minds Pre-IPO - Decent Growth, Reputed Founder but Less than Reassuring Metrics
Happiest Minds Technologies (HAPPY IN) (HM) is an information technology services company providing end-to-end solutions in the digital space. Its...
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India: On CY18 Business Outlook, Is There Something Cognizant Knows but Indian IT Companies Do Not?
The renewed interest in Indian IT stocks in an Old News nowIn previous few insights on Indian IT, we have spoken about the renewed interest in...
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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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