U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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Ferguson Plc (FERG LN) – Plumbing for Value
Ferguson PLC (FERG LN) is a UK-listed, FTSE 100 distributor of plumbing and heating products in the USA, Canada, and the UK. In the latest fiscal...
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HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
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Brick-And-Mortar Retailers Continue to Cede Share to Online Peers, but Not All Players Created Equal
E-commerce retailers have proliferated and gained share the last 10 years, and we don't foresee these pressures abating. In this light, we contend...
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