U.S. Equity Strategy: Value Closes the Gap on Growth
As the major averages break topside their respective 50-day M.A.s - a positive in its own right - we are encouraged by the shift away from growth...
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Luxshare Precision (立讯精密) A+H Pre-IPO: Early Thought
Luxshare Precision is seeking an A+H listing. In this note, we look at the company's business, its industry context, and provide our early view on...
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Autonomous Driving Fuels Our CES 2019 Public and Private Company Takeaways
Intel Corp (INTC US), STMicroelectronics NV (STM IM), Qorvo Inc (QRVO US), and Qualcomm Inc (QCOM US) remain attractively priced.AV, Artificial...
596 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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US R3000 Annual Forecasts - Jun26: Additions, Deletions & Migrations
The last annual reconstitution for index US‑R3000 is approaching, with additions and deletions driven by public voting rights, extreme price...
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