Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

The S&amp;P 500 and Nasdaq 100 are within striking distance of all-time highs and we believe breakouts are on the horizon. Overall, our outlook remains bullish and we recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks within Discretionary, Materials, and Manufacturing.

The S&amp;P 500 and Nasdaq 100 are within striking distance of all-time highs and we believe breakouts are on the horizon. Overall, our outlook remains bullish and we recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks within Discretionary, Materials, and Manufacturing.

U.S. Equity Strategy: Breakouts On The Horizon

We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight.  The following industry groups are represented: Aero/Defense, Auto Parts , Industrial Rental Equipment, Building Products &amp; Fixtures.<ul><li>List of highlighted charts: ALV, BDC, BLDR, CW, EMR, HDNG, HEES, HII, HURC, HXL, ITT, KAMN, LCII, LNN, MGRC, MLR, MOD, NNBR, NPO, PCAR, SPAR, SSD, SXI, TEX, TRN, TRS, TXT, URI, VICR, VMI, WSO, WTS</li></ul>

We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight.  The following industry groups are represented: Aero/Defense, Auto Parts , Industrial Rental Equipment, Building Products &amp; Fixtures.List of highlighted charts: ALV, BDC, BLDR, CW, EMR, HDNG, HEES, HII, HURC, HXL, ITT, KAMN, LCII, LNN, MGRC, MLR, MOD, NNBR, NPO, PCAR, SPAR, SSD, SXI, TEX, TRN, TRS, TXT, URI, VICR, VMI, WSO, WTS

U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

On May 24, the Nikkei reported that <a href="https://www.smartkarma.com/entities/72" target="_blank" data-smartkarma-citation="entities:72">Nissan Motor Co Ltd</a> was considering selling its 41% stake in auto parts maker <a href="https://www.smartkarma.com/entities/15914" target="_blank" data-smartkarma-citation="entities:15914">Calsonic Kansei Corp</a> and was "considering various options." Calsonic Kansei is the biggest auto parts maker selling to Nissan, and some 75-80% of its 1 trillion+ yen of sales comes from Nissan. However, it is best known as a company selling exhaust systems (they also sell aircon units (including component parts), instrument panels and dashboards, radiators, a variety of control unit…

On May 24, the Nikkei reported that Nissan Motor Co Ltd was considering selling its 41% stake in auto parts maker Calsonic Kansei Corp and was "considering various options." Calsonic Kansei is the biggest auto parts maker selling to Nissan, and some 75-80% of its 1 trillion+ yen of sales comes from Nissan. However, it is best known as a company selling exhaust systems (they also sell aircon units (including component parts), instrument panels and dashboards, radiators, a variety of control unit…

United States

Modine Manufacturing Company manufactures heat-transfer and heat-storage technology products.  The Company develops, manufactures, and markets heat exchangers and systems for use in various original equipment manufacturer applications and for sale to the automotive aftermarket and to a wide array of building markets.

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Modine Manufacturing Co (MOD US)

U.S. Equity Strategy: Breakouts On The Horizon

The S&P 500 and Nasdaq 100 are within striking distance of all-time highs and we believe breakouts are on the horizon. Our outlook remains bullish...

Vermilion Research

U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks

We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight. The following industry groups are...

Vermilion Research

Calsonic Kansei - Nissan's Stake Sale

On May 24, the Nikkei reported that Nissan Motor Co Ltd was considering selling its 41% stake in auto parts maker Calsonic Kansei Corp and was...

Travis Lundy

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