Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic expansion could also grab some of the upward momentum. This includes; Energy, Materials, Industrial Manufacturing and the Transportation Sector and even Small-caps. A narrowing of breadth as we have all seen in the past does not typically end well.  Open the attached file to read our complete U.S. Strategy document, and to find links to detailed comments and recommendations for each of our 12 Sectors.

We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic expansion could also grab some of the upward momentum. This includes; Energy, Materials, Industrial Manufacturing and the Transportation Sector and even Small-caps. A narrowing of breadth as we have all seen in the past does not typically end well.  Open the attached file to read our complete U.S. Strategy document, and to find links to detailed comments and recommendations for each of our 12 Sectors.

U.S. Equity Strategy: Bullish, but Extended

As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this report.  In addition, we highlight attractive Groups and stocks within Discretionary and Technology: Casinos &amp; Gaming, Large-Cap, Semiconductors, Mid-Cap, Semiconductors, Small-Cap, Software, Design Solutions.

As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this report.  In addition, we highlight attractive Groups and stocks within Discretionary and Technology: Casinos &amp; Gaming, Large-Cap, Semiconductors, Mid-Cap, Semiconductors, Small-Cap, Software, Design Solutions.

U.S. Equity Strategy: Growth Surging Relative to Value

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

Bloomberg recently <a href="https://www.bloomberg.com/news/articles/2018-05-07/qualcomm-is-said-to-plan-exit-from-server-chips-amid-cost-cuts" target="_blank">reported</a> that <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm</a> may be planning to exit the server market for ARM CPU's:<div class="content-highlight">The San Diego-based company is exploring whether to shutter the unit or look for a new owner for the division, which was working on ways to get technology from ARM Holdings Plc into the market for chips that are at the heart of servers, the person said. ARM is one of Intel’s only rivals in developing semiconductor designs, and its architecture is primarily used in less power-intensive products, such…</div>

Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether to shutter the unit or look for a new owner for the division, which was working on ways to get technology from ARM Holdings Plc into the market for chips that are at the heart of servers, the person said. ARM is one of Intel’s only rivals in developing semiconductor designs, and its architecture is primarily used in less power-intensive products, such…

Qualcomm Likely To Exit ARM Server CPU Business

In a surprise move, <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel Corp (INTC US)</a> former president, Renee James, yesterday launched a new startup company called Ampere, focused on developing ARM-based servers CPUs for the data center market- details from Fortune magazine <a href="http://fortune.com/2018/02/05/intel-president-renee-james-ampere-computing/" target="_blank">here</a>. In the wake of former CEO Paul Otellini's decision to retire from Intel in 2013, James collaborated with Brian Krzanich to put a joint proposal to the Intel board of directors on how they could jointly run the company. The result of that proposal saw Krzanich…

In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on developing ARM-based servers CPUs for the data center market- details from Fortune magazine here. In the wake of former CEO Paul Otellini's decision to retire from Intel in 2013, James collaborated with Brian Krzanich to put a joint proposal to the Intel board of directors on how they could jointly run the company. The result of that proposal saw Krzanich…

Intel's Former President Launches ARM-Based Server Startup

United States

MA-COM Technology Solutions Holdings Inc. provides high performance analog semiconductor solutions. The Company supplies semiconductors, active and passive components, and sub-assemblies for use in radio frequency, microwave, and millimeter wave applications. MA-COM Technology Solutions serves customers throughout the United States.

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Ma Com Technology Solutions (MTSI US)

U.S. Equity Strategy: Bullish, but Extended

We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...

Vermilion Research

U.S. Equity Strategy: Growth Surging Relative to Value

As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...

Vermilion Research

Qualcomm Likely To Exit ARM Server CPU Business

Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...

William Keating

Intel's Former President Launches ARM-Based Server Startup

In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on...

William Keating

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Market Cap (USDm)

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