Cornelio Ash – Page 13 – WILLIAM O'NEIL+CO

Global Laggards

Posted on January 12, 2023January 13, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Nutrien (NTR), General Motors (GM), Advanced Drainage Systems (WMS), Makemytrip Ltd (MMYT), Ecolab Inc (ECL), ELF Beauty Inc (ELF), Antero Resources Corp (AR), Delek US Holdings (DK), Hanover Insurance Group (THG), QuidelOrtho (QDEL), Grocery Outlet (GO), Clearfield (CLFD), Fortinet Inc (FTNT), Matson (MATX).

Developed: Tosoh (TSHC.JP, 4042 JP), CCL Inds. B (CCL/B.CA; CCL/B CN), Toho (TOHO.JP; 9602 JP), Tobu Railway (RY@N.JP; 9001 JP), Japan Exchange Group (OSEX.JP; 8697 JP), Chugai Pharmaceutical (CP@N.JP;4519 JP), Izumi (IZUM.JP; 8273 JP), RS Group (RS1.GB; RS1 LN).

Emerging: Page Industries (PI1.IN; PAG IN), Ambev On (AVS.BR; ABEV3 BZ), Thai Union Group (TUFP.TH; TU TB), Hyundai Marine & Fire Insurance (HMR.KR; 001450 KS), Trent (LAM.IN; TRENT IN).

Global Laggards

Posted on January 5, 2023January 6, 2023 by Cornelio Ash

Highlighted Charts

U.S.: Cameco Corp (CCJ), R B C Bearings (RBC), Republic Services (RSG), The Trade Desk (TTD), Aptiv (APTV), Tata Motors (TTM), Polestar Auto (PSNY), Devon Energy Corp (DVN), Occidental Petroleum (OXY), American Express (AXP), Centene (CNC), Molina Healthcare (MOH), Envista Holdings Corp (NVST), Arko Corp (ARKO), Apple (AAPL), Lam Research (LRCX), Accenture Plc (ACN), Evolent Health (EVH), Fortinet Inc (FTNT), XPO (XPO).

Developed: Sumitomo Chemical (SC@N.JP, 4005 JP), Hitachi (HC@N.JP; 6501 JP), Dai Nippon Printing (DP@N.JP; 7912 JP), Isuzu Motors (IM@N.JP; 7202 JP), Kintetsu Group (KINR.JP; 9041 JP), Endeavour Group(EDV.AU; EDV AU), David Campari Milano(CPR.IT; CPR IM), Deutsche Boerse (Xet) (DB1X.DE; DB1.GR), Eagers Automotive (APE.AU; APE AU).

Emerging: Hanwha Solutions (HYC.KR, 009830 KS), Easy Trip Planners(ET1.IN; EASEMYTR IN), Page Industries (PI1.IN; PAG IN), Ambev On (AVS.BR; ABEV3 BZ), Aditya Birla Fashion & Retail (ZAF.IN; ABFRL IN).

Global Laggards

Posted on December 22, 2022December 23, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Cameco Corp (CCJ), General Motors (GM), Winnebago Industries (WGO), Acuity Brands (AYI), Tata Motors (TTM), Levi Strauss & Co (LEVI), Freshpet (FRPT), Freyr Battery (FREY), Vermilion Energy (VET), American Express (AXP), Wells Fargo & Company (WFC), Public Storage (PSA), Envista Holdings Corp (NVST), Autonation (AN), Shake Shack (SHAK), Costco Wholesale Corp (COST), Group I Automotive (GPI), Lam Research Corp (LRCX), Sensata Technologies Holding (ST), F 5 (FFIV), Akamai Technologies (AKAM), Evolent Health (EVH), Alphabet (GOOGL), Alaska Air Group (ALK), C H Robinson Worldwide (CHRW).

Developed: Mitsubishi Gas Chemical (JS@N.JP, 4182 JP), Sig Group N (SIGN.CH; SIGN SW), Yamaha (IN@N.JP; 7951 JP), Bandai Namco Holdings (N@MB.JP; 7832 JP), Endeavour Group (EDV.AU; EDV AU), Toyo Suisan Kaisav (TOSU.JP; 2875 JP), Terumo (TERU.JP; 4543 JP), Wesfarmers (WES.AU; WES AU), Hoya (HQ@N.JP; 7741 JP), Auto Trader Group (AUTO.GB; AUTO LN).

Emerging: Klabin Units (KLU.BR, KLBN11 BZ), Indian Railway Catering and Tourism Corporation (IR1.IN; IRCTC IN), ICICI Prudential Life Insurance (IC.IN; IPRU IN), Alsea (ALE.MX; ALSEA* MM).

Global Laggards

Posted on December 15, 2022December 16, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Mosaic Company (MOS), Cameco Corp (CCJ), Carlisle Cos (CSL), Regal Rexnord Corp (RRX), Xometry Inc (XMTR), Rivian (RIVN), Stride Inc (LRN), Armstrong World Inds (AWI), Range Resources Corp (RRC), Laredo Petroleum (LPI), Brown & Brown (BRO), Global Payments (GPN), Pinnacle Financial Partner (PNFP), Texas Capital Bancshares (TCBI), Ollie’s Bargain Outlet (OLLI), Overstock.com (OSTK), Dave & Buster (PLAY), Apple (AAPL), Wolfspeed (WOLF), Evolent Health Inc (EVH), Verra Mobility Corp (VRRM), American Airlines Group (AAL).

Developed: Brenntag (BNRX.DE; BNR GR), Toppan Printing (PT@N.JP; 7911 JP), Aristocrat Leisure (ALL.AU; ALL AU), Endeavour Group (EDV.AU; EDV AU), Daiwa Securities Group (DS@N.JP; 8601 JP), Canadian Tire (CTC/A.CA; CTC/A CN), Scout24 (G24X.DE; G24 GR), Getlink (GET.FR; GETP IX).

Emerging: Jarir Marketing (JMC.SA; JARIR AB).

Global Laggards

Posted on December 8, 2022December 9, 2022 by Cornelio Ash

Highlighted Charts

U.S.: W D 40 (WDFC), Xometry Inc (XMTR), Regal Rexnord Corp (RRX), Tata Motors (TTM), Stride Inc (LRN), Armstrong World Inds (AWI), Range Resources Corp (RRC), Laredo Petroleum (LPI), Pinnacle Financial Prtnr (PNFP), Envista Holdings (NVST), Repligen (RGEN), Ollie’s Bargain Outlet (OLLI), Dave & Buster’s Entertainment (PLAY), Apple (AAPL), Micron (MU), Evolent Health (EVH), Verra Mobility (VRRM), American Airlines (AAL).

Developed: Tosoh (TSHC.JP, 4042 JP), Ebara (EB@N.JP; 6361 JP), Denso (DE@N.JP; 6902 JP), Aristocrat Leisure (ALL.AU; ALL AU), Barry Callebaut (BARN.CH; BARN SW), Wh Group (HHPL.HK;288 HK), Kikkoman (KN@N.JP; 2801 JP), Endeavour Group (EDV.AU; EDV AU), Australia and New Zealand Banking Group (ANZ.AU; ANZ AU), K’s Holdings (GIKS.JP; 8282 JP).

Emerging: Arezzo Industria E On (ARZ.BR; ARZZ3 BZ), Dis-Chem Pharmacies (DCPJ.ZA; DCP SJ), Eva Airways (EAA.TW, 2618 TT).

Global Laggards

Posted on December 1, 2022December 2, 2022 by Cornelio Ash

Highlighted Charts

U.S.: W D 40 (WDFC), Xometry Inc (XMTR), Stride Inc (LRN), Gildan Activewear (GIL), Armstrong World Industries (AWI), Laredo Petroleum (LPI), Envista Holdings (NVST), Sensata Technologies (ST), Qualys (QLYS), Matson (MATX).

Developed: Sumitomo Chemical (SC@N.JP, 4005 JP), Toppan Printing (PT@N.JP, 7911 JP), Dentsu (DENN.JP; 4324 JP), Nikon (OU@N.JP, 7731 JP), Lion (LD@N.JP, 4912 JP), ENEOS Holdings (JXHO.JP; 5020 JP), Man Group (EMG.GB, EMG LN), BOC Hong Kong (BOC.HK; 2388 HK), K’s Holdings (GIKS.JP; 8282 JP).

Emerging: Dubai Islamic Bank (DUI.AE; DIB UH), Mr Price Group (MRPJ.ZA; MRP SJ), Eva Airways (EAA.TW, 2618 TT).

Global Laggards

Posted on November 23, 2022November 24, 2022 by Cornelio Ash

Highlighted Charts

U.S.: W D 40 (WDFC), Armstrong World Industries (AWI), Gildan Activewear (GIL), Brookfield Renewable ClA (BEPC),Texas Capital Bancshares (TCBI), Option Care Health (OPCH), Dycom Industries (DY), Vodafone Group (VOD), Yelp (YELP), Matson (MATX).

Developed: Novozymes B (NZY.DK; NZYMB DC), Harmonic Drive Systems (HARM.JP; 6324 JP), Whitbread (WTB.GB; WTB LN), Endeavour Group (EDV.AU; EDV AU), Ampol (ALD.AU; ALD AU), Mitsui Fudosan (MIFU.JP; 8801 JP), USS (USSC.JP; 4732 JP), Canadian Tire (CTC/A.CA; CTC/A CN), Telia Company (TEL.SE; TELIA SS), Cathay Pacific Airways (CATH.HK; 293 HK).

Emerging: Hyundai Motor (HDR.KR; 005380 KS).

Global Laggards

Posted on November 17, 2022November 18, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Mosaic (MOS), WD-40 (WDFC), Regal Rexnord Corp (RRX), Crown Holdings Inc (CCK), Vontier Corporation (VNT), Tesla (TSLA), SeaWorld Entertainment (SEAS), Ecolab (ECL), Credit Acceptance Corp (CACC), Texas Capital Bancshares (TCBI), Centene (CNC), Option Care Health (OPCH), Carmax (KMX), Apple (AAPL), Cirrus Logic (CRUS), Sensata Holdings (ST), Splunk (SPLK), Matson (MATX).

Developed: Novozymes (NZY.DK, NZYMB DC), Sig Group N (SIGN.CH; SIGN SW), Toyo Tire and Rubber (TYTR.JP; 5105 JP), Sega Sammy Hdg(SESA.JP, 6460 JP), Nikon (OU@N.JP, 7731 JP), Suntory Beverages & Food (SBFL.JP; 2587 JP), Endeavour Group(EDV.AU; EDV AU), Delek Group (DLEKG.IL; DLEKG IT), Idemitsu Kosan (IDKO.JP; 5019 JP), Dai Ichi Life Holdings (DALF.JP; 8750 JP), USS (USSC.JP; 4732 JP), Cathay Pacific (CATH.HK; 293 HK).

Emerging: Taiwan Cement (TCM.TW; 1101 TT), Jay Mart (JAM.TH; JMART TB).

Global Laggards

Posted on November 10, 2022November 11, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Constellium (CSTM), Maximus Inc (MMS), Louisiana Pacific Corp (LPX), Tesla (TSLA), Columbia Sportswear Co (COLM), Acushnet Holdings Corp (GOLF), Clorox (CLX), Everi Holdings (EVRI), Becton Dickinson (BDX), Ollie’s Bargain Outlet (OLLI), United Parcel (UPS).

Developed: Brenntag (BNRX.DE, BNR GR), Kyocera (CQ@N.JP; 6971 JP), Mitsubishi Electric (UM@N.JP; 6503 JP), Toyota Motor (TYMO.JP; 7203 JP), Whitbread (WTB.GB), Sega Sammy Hdg (SESA.JP), Kao (KA@N.JP), Orsted (DEN.DK, ORSTED DC), Orix (ORIX.JP; 8591 JP), Shionogi (SQ@N.JP; 4507 JP), USS (USSC.JP; 4732 JP), Hoya (HQ@N.JP; 7741 JP), Getlink (GET.FR; GET: FP).

Emerging: Ptt (PTTB.TH; PTT TB), ICICI Lombard General Insurance (ILG.IN; ICICIGI IN), Jay Mart (JAM.TH; JMART TB).

Global Laggards

Posted on November 3, 2022November 4, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Axalta Coating Systems (AXTA), Element Solutions (ESI), Mosaic Company (MOS), Eagle Materials Inc (EXP), Louisiana Pacific Corp (LPX), General Electric Co (GE), Nike Inc Cl B (NKE), Skechers USA (SKX), LGI Homes (LGIH), Mohawk Industries (MHK), Owens Corning (OC), Clorox Co (CLX), Sunpower Corp (SPWR), Global Payments (GPN), Jones Lang Lasalle (JLL), CBRE Group (CBRE), Thermo Fisher Scientific (TMO), Universal Health Services (UHS), William Sonoma (WSM), Chipotle Mexican Grill (CMG), R H (RH), Apple (AAPL), F 5 Inc (FFIV), Pure Storage (PSTG), Dynatrace (DT), Adobe (ADBE),Comcast Corp (CMCSA), American Airlines (AAL).

Developed: Symrise (SY1X.DE, SY1 GR), Ebara (EB@N.JP; 6361 JP), CRH (CRG.IE; CRH ID), Valeo (FR.FR; FR FP), Barry Callebaut (BARN.CH, BARN SW), Galp Energia (GES.PT, GALP LI), Medibank Private (MPL.AU; MPL AU), Yoshinoya Holding (YDAC.JP; 9861 JP), Cathay Pacific Airways (CATH.HK; 293 HK).

Emerging: None.