Diversified Industries

Avi Dalfen

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

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Thematic (Sector/Industry)

Investors using the Smartkarma (SMARTKARMA SP) platform may find useful the following information, along with our observations, on developments in North America and in South America.
Highlights of significant happenings this past week include:
<div>
<ol>
<li>
Feeding the Dragon -  <a href="https://www.smartkarma.com/entities/132" target="_blank" data-smartkarma-citation="entities:132:1">Ck Hutchison Holdings (1 HK)</a>-controlled company is hunting assets in the oil sands, and Mexico's new president is looking to Asia for Pacific port preferment partners.</li>
<li>
Local News on Global Companies –  <a href="https://www.smartkarma.com/entities/20962" target="_blank" data-smartkarma-citation="entities:20962:1">BYD Co Ltd (H) (1211 HK)</a> has success in selling battery operated tour buses, <a href="https://www.smartkarma.com/entities/1291" target="_blank" data-smartkarma-citation="entities:1291:1">Ebay Inc (EBAY US)</a> is suing <a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon.com Inc (AMZN US)</a> for dirty tricks, <a href="https://www.smartkarma.com/entities/4904" target="_blank" data-smartkarma-citation="entities:4904:1">Ryder System (R US)</a> is upping its North American e-fulfillment capabilities, and retailers <a href="https://www.smartkarma.com/entities/11134" target="_blank" data-smartkarma-citation="entities:11134:1">Wal Mart Stores (WMT US)</a> and <a href="https://www.smartkarma.com/entities/20359" target="_blank" data-smartkarma-citation="entities:20359:1">Target Corp (TGT US)</a> are each buying more companies to offer new products and services as sector competition intensifies. </li>
<li>
Trade Deals &amp; No Deals – Argentina, Chile and Canada all taking advantage of new opportunities to ramp-up sales to China, while the U.S. State of Illinois is being harmed.  </li>
<li>
Outliers - Legalizing pot for recreational use means new highs for greenhouse prices in Canada, and U.S. highway congestion continuing to get worse, increasing costs for the trucking industry.</li>
</ol>
</div>

Investors using the Smartkarma (SMARTKARMA SP) platform may find useful the following information, along with our observations, on developments in North America and in South America.
Highlights of significant happenings this past week include:



Feeding the Dragon -  Ck Hutchison Holdings (1 HK)-controlled company is hunting assets in the oil sands, and Mexico's new president is looking to Asia for Pacific port preferment partners.

Local News on Global Companies –  BYD Co Ltd (H) (1211 HK) has success in selling battery operated tour buses, Ebay Inc (EBAY US) is suing Amazon.com Inc (AMZN US) for dirty tricks, Ryder System (R US) is upping its North American e-fulfillment capabilities, and retailers Wal Mart Stores (WMT US) and Target Corp (TGT US) are each buying more companies to offer new products and services as sector competition intensifies. 

Trade Deals &amp; No Deals – Argentina, Chile and Canada all taking advantage of new opportunities to ramp-up sales to China, while the U.S. State of Illinois is being harmed.  

Outliers - Legalizing pot for recreational use means new highs for greenhouse prices in Canada, and U.S. highway congestion continuing to get worse, increasing costs for the trucking industry.



Business Happenings in the Americas that May Be “Below the Radar” - Week Ending October 21, 2018

United States

Ryder System, Inc. provides a continuum of logistics, supply chain, and transportation management solutions worldwide.  The Company's offerings range from full-service leasing, commercial rental and maintenance of vehicles to integrated services.  The Company also offers comprehensive supply chain solutions, logistics management services, and e-Commerce solutions.

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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending October 21, 2018

Investors using the Smartkarma (SMARTKARMA SP) platform may find useful the following information, along with our observations, on developments in...

Avi Dalfen