Primer: Ferguson (FERG LN) - May 2026
Dominant Market Leader in a Fragmented Industry: Ferguson is the largest value-added distributor of plumbing, HVAC, and waterworks products in...
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Ferguson Plc: Can Its Data Center Boom Fuel the Next Wave of Industrial Growth?
Ferguson's recent financial results reflect a blend of strategic growth and market-driven challenges. The company reported fourth-quarter sales of...
1.3k Views
MSCI ACWI Breaking To New Highs; Buying Financials, Consumer Discretionary, Industrials, Materials
Global sovereign yields have moved lower in recent weeks. We expect rates to find support near current levels, and recommend adding exposure to...
524 Views
MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
528 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
445 Views