Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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GOOS: Golden Goose Opportunity Presented by Share Pullback - Bargain Valuation on Resilient Demand
Canada Goose (NYSE: GOOS) reported FYQ4 earnings on May 29th. Over the course of the last three days share prices have plummeted from $49 to...
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Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
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European Apparel, Accessory & Luxury Goods Stocks Are Heating Up -- Add Exposure
We continue to believe that equities in Europe and the UK are bottoming with the STOXX Europe 600 index breaking topside its 14-month downtrend....
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Oriental Watch (398 HK): 1H19 Results Solid but Dividend Disappoints as Cash Remains 90% of Mkt Cap
Oriental Watch (398 HK) reported 1H19 results which showed: 1) further decline in inventory to just 875M HKD, 2) greater retail (91%) vs wholesale...
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