U. S. Equity Strategy: Bull-Bear Battle Continues
Due to uptrend violations for the Nasdaq 100, S&P 500, and Russell 2000 we continue to believe near-term consolidation is likely -- potentially...
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U.S. Equity Strategy: Small-Caps Testing Critical Resistance; Downgrading Communications
As bullish developments pile up, the weight-of-the-evidence continues to support our belief that we may be in the early stages of a broad-based...
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Kansai Paint: Emerging Markets Exposure, M&A and Gearing to a South African Recovery
Following up on our previous insight, our discussion with the company lead us to remain positive on the stock despite some valuation...
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Huntsman / Clariant: M&A "Acquirer" Activism - Can Corvex and 40 North Disrupt?
In a statement made public on 4-Jul-17, two Clariant investors, now controlling 10.1% of the company, spoke out against the pending Huntsman /...
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Huntsman / Clariant: Is a Counterbid for Clariant Likely?
When the $20bn Huntsman / Clariant merger-of-equals was announced, it was generally met with disappointment by shareholders from both sides, but...
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