U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...
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Samsung BioLogics Update
Recent developments in Samsung Biologics Co., (207940 KS)'s business have been mixed with a negative skew. First, partner Merck & Co Inc (MRK...
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Celltrion: Understanding Inflectra's U.S. Challenges
Celltrion Inc (068270 KS) 's Inflectra (biosimilar of Remicade marketed in the U.S.) has struggled to gain a foothold in the market since its...
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S&P 500: Outlook Constructive but Concerns Remain
As the S&P 500 nears the 2,873 January high - a critical hurdle - short-term Sector leadership changes give us reason for pause. While we...
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U.S. Vital Signs: Actionable Stocks
Key Points: The Staples Sector is leadership and many names are staging price and RS reversals. REIT’s are breaking above bases and are showing RS...
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