U.S. Equity Strategy: Neutral Outlook; Opportunities Within Staples and Utilities
In last week’s Compass (5/14) we laid our case for a more cautious outlook as a result of several negative developments, including breakdowns for...
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Meiji Holdings--Healthy Food Ops Have Heavy Drug Problems
Meiji Holdings will get slammed by government price cuts on pharmaceuticals in Japan from this April and then begin to see a massive decline in...
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Sector Capsule: Chocolate Confectionery in Japan
Headlines Chocolate confectionery current value sales rise by 5% to reach JPY555 billion in 2017 The health benefits of cacao continue to attract...
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Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
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Intermarket Analysis (1): XLY Versus XLP
In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...
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