Orthofix International (OFIX US): Limited Downside Likely; Looking Ahead to 2024 with New Management
Orthofix has named Massimo Calafiore as its new CEO, who will bring expertise in spine and orthopedics and M&A integration. The company expects...
Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus
We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...
Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives
$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...
No more insights