U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19
Silverlake Axis (SILV SP) had a short-seller attack in 2015 which dropped the shares from over 1 SGD to 0.43 SGD in a short time. Following a...
717 Views
IPO Stalker: Humanica, Software Dudes for HR Management
At the invitation of my ex-boss, I took a look and a small stake in Humanica PCL (HUMAN TB), a Thai software company founded by a PWC veteran. In...
452 Views
Infosys: Finally, a Closure on CEO Search and a Good Choice Under the Circumstances
Infosys Ltd (INFO IN) appoints Salil S. Parekh as CEO and Managing DirectorInfosys announced today that it has appointed Salil S. Parekh as Chief...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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