Cornelio Ash – Page 34 – WILLIAM O'NEIL+CO

Global Laggards

Posted on March 12, 2020March 13, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Packaging Corporation of America ( PKG ), Timken ( TKR ), Meritage Homes Corp ( MTH ), Nexstar ( NXST ), Booking.com ( BKNG ), Pinnacle Financial ( PNFP ), Perrigo ( PRGO ), Walgreens Boots Alllaince ( WBA ), Juniper ( JNPR ), C H Robinson Worldwide ( CHRW ).

Developed: Upm-Kymmene ( UPM.FI; UPM FH ), Sydney Airport Stapled Units ( SYD.AU; SYD AU ), Davide Campari ( CPR.IT; CPR AV ), Enagas ( ENAG.ES; ENG SM ), Landlease Group Stapled Units ( LLC.AU; LLC AU ), Ansell ( ANN.AU; ANN:AU ), Carrefour ( CRFR.FR; CA FP ), Murata ( SM@N.JP; 6981 JP ), Recruit Holdings ( RHCL.JP; 6098 JP ), Kyushu Railway ( KRWC.JP; 9142 JP ).

Emerging: Page Industries ( PI1.IN; PAG IN ), Sanlam ( SLMJ.ZA; SLM SJ ), Mediatek ( MDT.TW; 2454 TT ), Ashok Leyland ( ASH.IN; AL IN ).

Global Laggards

Posted on March 5, 2020March 6, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Huntsman Corp ( HUN ), Timken ( TKR ), Gray Television ( GTN ), Whirlpool ( WHR ), SVB Financial Group ( SIVB ), Elanco ( ELAN ), Cheesecake Factory ( CAKE ), Echostar ( SATS ), CDK Global ( CDK ), Ryanair ( RYAAY ).

Developed: Sumitomo Chemical ( SC@N.JP; 4005 JP ), Skf ( SKFB.SE; SKFB SS ), Ihi ( IH@N.JP; 7013 JP ), Suzuki Motor ( IX@N.JP; 7269: JP ), Sydney Airport Stapled ( SYD.AU; SYD AU ), Suncor Energy ( SU.CA; SU CN ), Erste Group Bank ( ERS.AT; ERS.AT ), H Lundbeck ( LUN.DK; LUN:DC ), Skylark ( LARK.JP; 3197 JP ), Trelleborg ( TT@G.SE; TRELB SS ), Cancom ( COKX.DE; COK GR ).

Emerging: PVR ( PV.IN; PVRL: IN ), Fomento Economico Mexicano ( FMU.MX;FEMSAUBD MF ), Shin Kong Financial ( SHK.TW; 2888 TW ).

Global Laggards

Posted on February 27, 2020February 28, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Steel Dynamics ( STLD ), AGCO Corp ( AGCO ), Autoliv (ALV ), Aptiv ( APTV ), Madison Square Garden ( MSG ), Wynn Resorts ( WYNN ), Marathon Petroleum ( MPC ), ConocoPhillips ( COP ), Alexander and Baldwin ( ALEX ), Elanco ( ELAN ), Sysco Corp ( SYY ), Arrow ( ARW ), Palo Alto Networks ( PANW ), Landstar System ( LSTR ).

Developed: Bluescope Steel ( BSL.AU; BSL AU ), Horiba ( HORI.JP; 6856 JP ), Thk ( THAK.JP; 6481 JP ), Whitbread ( WTB.GB; WTB LN ), Thai Beverage Public ( THBE.SG; THBEV SP ), Imperial Oil ( IMO.CA; IMO CN ), Bper Banca ( BPE.IT; BPE IM ), H Lundbeck ( LUN.DK; LUN DC ), The Swatch Group ( UHR.CH; UHR SW ), Rohm ( ROHM.JP; 6963 JP ), Ns Solutions ( NSNS.JP; 2327 JP ), Nippon Express ( NX@N.JP; 9062 JP ).

Emerging: Maruti Suzuki ( MUD.IN; MSIL IN ), BTS Group ( TANA.TH; BTS TB ), Novatek ( NTV.RU; NVTK RM ), Cimb Group Holdings ( COMS.MY; CIMB MK ).

Global Technology Sector— Software

Posted on February 26, 2020February 26, 2020 by Cornelio Ash

Key points:

The Software ETF ( IGV ) is pulling back after a strong start to 2020. Support is at the 50-DMA ($246) followed by price support at the top of the prior base ($230), which is likely to coincide with the rising 200-DMA.
70% of IGV constituents have reported Q4 FY19 results, showing median revenue and EPS growth of 18% and 13%, respectively. However, profitability continues to decelerate as the IGV remains in an earnings trough.
Consensus expectations suggest Q1 FY20 will mark the bottom of the software earnings trough as profitability re-accelerates in the back half of 2020.
2020 top picks include Salesforce.com ( CRM ) and ServiceNow ( NOW ).

Global Laggards

Posted on February 20, 2020February 20, 2020 by Cornelio Ash

Highlighted Charts

U.S.: CF Industries Holdings ( CF ), Kennametal ( KMT ), Sina Corporation ( SINA ), J&J Snacks Food Group ( JJSF ), Hollyfrontier Corp ( HFC ), Synchrony Financial ( SYF ), Cardiovascular Systems ( CSII ), Pricesmart ( PSMT ), Wesco ( WCC ), Liveperson Inc ( LPSN ).

Developed: Asahi Kasei ( AC@N.JP; 3407 JP ), Ebara ( EB@N.JP; 6361 JP ), Taisei ( TC@N.JP; 1801 JP ), ISS ( ISS.DK; ISS DC ), Bandai Namco Holding ( N@MB.JP; 7832: JP ), Richemont ( CFR.CH; CFR SW ), Citik ( CITP.HK; 267 HK ), Asahi Intecc ( AS@H.JP; 7747:JP ), Skylark ( LARK.JP; 3197 JP ), East Japan Railway ( EAJR.JP; 9020 JP ).

Emerging: Cimb Group Holdings ( COMS.MY; CIMB MK ), Guc ( GLO.TW; 3443 TT ).

Global Laggards

Posted on February 13, 2020February 13, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Steel Dynamics ( STLD ), Diageo ( DEO ), Affiliated Managers ( AMG ), Livanova ( LIVN ), Juniper ( JNPR ), Cree ( CREE ), Universal Display ( OLED ), AllScripts Healthcare ( MDRX ), Weibo ( WB ).

Developed: Asahi Kasei ( AC@N.JP; 3407 JP ), Amada Holdings ( AM@N.JP; 6113 JP ), Ngk Spark Plug ( KS@N.JP; 5334 JP ), Richemont ( CFR.CH; CFR SW ), Imperial Oil ( IMO.CA; IMO CN ), Bankinter ( BKT.ES; BKT SM ), Alfresa ( ALCH.JP; 2784 JP ), ICA Gruppen ( ICA.SE; ICA SS ), Konami Holdings ( KONA.JP; 9766 JP ), SG Holdings ( SGHS.JP; 9143 JP ), SEB ( SEB.FR; SK: FP ).

Emerging: Jbs ( JBS.BR; JBSS3 BZ ), KB Financial ( KHB.KR; 105560 KS ).

Global Laggards

Posted on February 6, 2020February 6, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Grace WR ( GRA ), Kennametal ( KMT ), Weibo Corp ( WB ), J&J Snacks Food ( JJSF ), Wintrust Financial ( WTFC ), HMS Holdings ( HMSY ), Corning ( GLW ), Hewlett Packard ( HPE ).

Developed: Sumitomo chemical ( SC@N.JP; 4005 JP ), Publicis ( PUB.FR; PUB FP ), Komatsu ( KM@N.JP; 6301 JP ), KPN Kon ( KPN.NL; KPN NA ), Diageo ( DGE.GB; DGE.LN ), Hang Seng Bank ( HSBA.HK; 11 HK ), Peptidream ( PETI.JP; 4587 JP ), Shimamura ( SHIM.JP; 8227 JP ), Dialog Semiconductor ( DLGX.DE; IFX GR ), Konami Holdings ( KONA.JP; 9766:JP ), Mitsui OSK Lines ( MO@N.JP; 9104 JP ).

Emerging: Posco ( PIS.KR; 005490 KS ), Kt &G ( KTB.KR; 033780 KS ), Novatek ( NTV.RU; NVTK RM ), Discovery ( DSYJ.ZA; DSY SJ ).

ServiceNow Inc

Posted on January 30, 2020January 30, 2020 by Cornelio Ash

Buyable Gap Up: The stock is up 7% on better-than-expected Q4 FY19 results. We advise investors to add to existing positions as the stock has emerged from a 25-week consolidation. Strong buy.
Fundamental ratings: EPS Rank of 97, Composite Rating of 99, SMR Rating of A.
Technical ratings: RS line turning upward, RS Rating of 91, and A/D Rating of B+.

Global Laggards

Posted on January 30, 2020January 31, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Tenaris SA ( TS ), AGCO Corp ( AGCO ), Lear ( LEA ), PVH Corp ( PVH ), BRF SA ( BRFS ), Marathon Petroleum ( MPC ), Bank of New York Mellon ( BK ), ICU Medical ( ICUI ), Dollar Tree ( DLTR ), Avnet ( AVT ), Hewlett Packard ( HPE ), CH Robinson Worldwide ( CHRW ).

Developed: Sumitomo metal mining ( EM@N.JP; 5713 JP ), ACS Actividades de Construccion y Servicios SA ( ACS.ES; ACS SM ), Valeo ( FR.FR; FR FP ), Genting Singapore ( GINT.SG; GENS SP ), Royal Dutch Shell B ( RDSB.GB; RDSB LN ), Daito Trust Construction ( DITC.JP; 1878 JP ), Peptidream ( PETI.JP; 4587 JP ), Sinopharm ( SPHL.HK; 1099 HK ), Nexon ( NXCL.JP; 3659 JP ), Aurizon Holdings ( AZJ.AU; AZJ AU ).

Emerging: BTS Group ( TANA.TH; BTS TB ), Novatek ( NTV.RU; NVTK RM ), Discovery ( DSYJ.ZA; DSY SJ ).

Global Laggards

Posted on January 23, 2020January 23, 2020 by Cornelio Ash

Highlighted Charts

U.S.: Buenaventura Comp Ads ( BVN ), Sonoco Products ( SON ), Huya ( HUYA ), Simply Good Foods ( SMPL ), UGI Corp ( UGI ), Affiliated Managers ( AMG ), HMS ( HMSY ), BJS Wholesale ( BJ ), Dell ( DELL ), Hewlett Packard ( HPE ).

Developed: Johnson Matthey ( JMAT.GB; JMAT LN ), Telecom Italia ( TIT.IT; TIT IM ), Seibu ( SEBU.JP,9024 JP ), Atlantia ( ATL.IT; ATL IM ), Sosei ( S@SE.JP; 4565 JP ), Carrefour ( CRFR.FR; CA FP ), Dena ( DENA.JP; 2432 JP ), SG ( SGHS.JP; 9143 JP ).

Emerging: Havell’s India ( HVI.IN; HAVL IN ), Hering Textil ( 3HG.BR; HGTX3 BZ ), Airports of Thailand ( AIRT.TH; AOT TB ).