External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>The DNOW and MRC Global merger will finalize in Q4, with MRC shareholders receiving 0.9489 DNOW shares each.</li><li>The combined entity will have a market cap of $2.6 billion and plans to reduce its net debt of $200 million.</li><li>The merger is expected to create significant cost synergies and a 55% increase in value over three years, despite initial stock price declines.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The DNOW and MRC Global merger will finalize in Q4, with MRC shareholders receiving 0.9489 DNOW shares each.The combined entity will have a market cap of $2.6 billion and plans to reduce its net debt of $200 million.The merger is expected to create significant cost synergies and a 55% increase in value over three years, despite initial stock price declines.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

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

The S&amp;P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in Europe and in EM countries, U.S. markets in turn should get a tailwind of improved global equity market conditions.  In today’s report we highlight attractive Groups and stocks within Technology: Large- and Mid-Cap Semiconductors Large/Mid-Cap Semi Equip. (TE-04), Software, Enterprise Applications (TE-42), and Software, Design Solutions (TE-46). List of charts included: <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel Corp (INTC US)</a> $TSM, <a href="https://www.smartkarma.com/entities/18804" target="_blank" data-smartkarma-citation="entities:18804:1">Texas Instruments (TXN US)</a>, <a href="https://www.smartkarma.com/entities/12574" target="_blank" data-smartkarma-citation="entities:12574:1">Analog Devices (ADI US)</a>  <a href="https://www.smartkarma.com/entities/11600" target="_blank" data-smartkarma-citation="entities:11600:1">Xilinx Inc (XLNX US)</a>  <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices (AMD US)</a>  <a href="https://www.smartkarma.com/entities/8788" target="_blank" data-smartkarma-citation="entities:8788:1">Microchip Technology (MCHP US)</a>  <a href="https://www.smartkarma.com/entities/6121" target="_blank" data-smartkarma-citation="entities:6121:1">Skyworks Solutions (SWKS US)</a>  <a href="https://www.smartkarma.com/entities/15837" target="_blank" data-smartkarma-citation="entities:15837:1">Marvell Technology Group Ltd (MRVL US)</a>  <a href="https://www.smartkarma.com/entities/2729" target="_blank" data-smartkarma-citation="entities:2729:1">On Semiconductor (ON US)</a>  <a href="https://www.smartkarma.com/entities/2088" target="_blank" data-smartkarma-citation="entities:2088:1">Monolithic Power Systems, Inc (MPWR US)</a>  <a href="https://www.smartkarma.com/entities/21097" target="_blank" data-smartkarma-citation="entities:21097:1">ASML Holding NV (ASML NA)</a> , <a href="https://www.smartkarma.com/entities/283" target="_blank" data-smartkarma-citation="entities:283:1">Applied Materials (AMAT US)</a><a href="https://www.smartkarma.com/entities/1116" target="_blank" data-smartkarma-citation="entities:1116:1">Lam Research (LRCX US)</a>  <a href="https://www.smartkarma.com/entities/13088" target="_blank" data-smartkarma-citation="entities:13088:1">Teradyne Inc (TER US)</a><a href="https://www.smartkarma.com/entities/5970" target="_blank" data-smartkarma-citation="entities:5970:1">Mks Instruments (MKSI US)</a><a href="https://www.smartkarma.com/entities/15273" target="_blank" data-smartkarma-citation="entities:15273:1">Microsoft Corp (MSFT US)</a><a href="https://www.smartkarma.com/entities/1065" target="_blank" data-smartkarma-citation="entities:1065:1">Oracle Corp (ORCL US)</a><a href="https://www.smartkarma.com/entities/1066" target="_blank" data-smartkarma-citation="entities:1066:1">Sap Se Sponsored Adr (SAP US)</a><a href="https://www.smartkarma.com/entities/15257" target="_blank" data-smartkarma-citation="entities:15257:1">Now Inc (DNOW US)</a><a href="https://www.smartkarma.com/entities/5660" target="_blank" data-smartkarma-citation="entities:5660:1">Workday Inc Class A (WDAY US)</a> .

The S&amp;P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in Europe and in EM countries, U.S. markets in turn should get a tailwind of improved global equity market conditions.  In today’s report we highlight attractive Groups and stocks within Technology: Large- and Mid-Cap Semiconductors Large/Mid-Cap Semi Equip. (TE-04), Software, Enterprise Applications (TE-42), and Software, Design Solutions (TE-46). List of charts included: Intel Corp (INTC US) $TSM, Texas Instruments (TXN US), Analog Devices (ADI US)  Xilinx Inc (XLNX US)  Advanced Micro Devices (AMD US)  Microchip Technology (MCHP US)  Skyworks Solutions (SWKS US)  Marvell Technology Group Ltd (MRVL US)  On Semiconductor (ON US)  Monolithic Power Systems, Inc (MPWR US)  ASML Holding NV (ASML NA) , Applied Materials (AMAT US)Lam Research (LRCX US)  Teradyne Inc (TER US)Mks Instruments (MKSI US)Microsoft Corp (MSFT US)Oracle Corp (ORCL US)Sap Se Sponsored Adr (SAP US)Now Inc (DNOW US)Workday Inc Class A (WDAY US) .

U.S. Equity Strategy: Positive Outlook Intact; Tech Leading

United States

NOW Inc distributes oil drilling equipment across the globe. The Company provides maintenance, repair, and operating supplies for the global energy and industrial markets.

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NOW Inc (DNOW US)

Dnow Inc (DNOW) - Wednesday, Jul 9, 2025

The DNOW and MRC Global merger, finalizing in Q4, will create a $2.6 billion entity with 57% DNOW and 43% MRC ownership, promising significant cost...

Value Investors Club (VIC)

U.S. Equity Strategy: Positive Outlook Intact; Tech Leading

The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...

Vermilion Research

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