U.S. Equity Strategy: Upgrading Financials, Downgrading Technology & Consumer Discretionary
The recent rate surge has upset the picture for growth stocks and, consequently, the S&P 500 is going through a consolidation phase.
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U.S. Equity Strategy: Downgrading Manufacturing & Transports
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Health Care, Manufacturing, and Technology
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U. S. Equity Strategy: Bullish Outlook Intact; Buy Dips
With breadth continuing to improve and several cyclicals breaking out to new highs, our outlook remains bullish and we believe a “buy the dip”...
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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