U. S. Equity Strategy: Upgrading Utilities; Downgrading Communications
We are upgrading Utilities and downgrading Communications. We recap important technical levels across major indexes and share actionable ideas...
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U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
415 Views
Chiyoda: McDermott Troubles Hurt Sentiment but May Have Limited Direct Impact
Mcdermott Intl (MDR US) is down 73% over the course of two days following news that it had hired Alix Partners who are renowned as a turnaround...
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All-Time Closing Highs Fails To Impress
The S&P 500 made a new all-time closing high following the largely as-expected U.S.-China trade cease-fire agreement, but it did so...
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WorleyParsons' Giant Makeover
This morning, WorleyParsons Ltd (WOR AU) announced a trading halt to last through Tuesday. 13 minutes later the company announced the acquisition...
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