Cornelio Ash – Page 15 – WILLIAM O'NEIL+CO

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.

Global Laggards

Posted on October 27, 2022October 28, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Axalta Coating Systems (AXTA), Boeing (BA), Tata Motors (TTM), Skechers U S A Cl A (SKX), Hilton Grand Vacations (HGV), Masco Corp (MAS), Anheuser Busch Inbev (BUD), C M E Group (CME), Pinnacle Financial (PNFP), Truist Financial Corp (TFC), Texas Capital Bancshares (TCBI), Marketaxess Holdings (MKTX), Masimo Corp (MASI), Lowe’s Companies (LOW), Copart (CPRT), Seagate Technology (STX), Dynatrace (DT), Concentrix Corporation (CNXC), Black Knight (BKI), Alphabet Cl A (GOOGL), X P O Logistics (XPO).

Developed: Stora Enso R (EGR.FI, STERV FH), West Fraser Timber (WFG.CA; WFG CN), Daiwa House Industry (DH@N.JP; 1925 JP), Sega Sammy Holdings (SESA.JP; 6460 JP), Idemitsu Kosan (IDKO.JP; 5019 JP), Ampol (ALD.AU; ALD AU), Metcash (MTS.AU; MTS AU), Cathay Pacific Airways (CATH.HK; 293 HK).

Emerging: Sasol (SOLJ.ZA, SOL SA), The Foschini Group (TFGJ.ZA; TFG SJ), Interglobe Aviation (VGA.IN).

Global Laggards

Posted on October 20, 2022October 21, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Lyondellbasell (LYB), Newmont (NEM), Nucor (NUE), GFL Environmental Inc (GFL), Mettler Toledo Intl Inc (MTD), TopBuild Corp (BLD), DR Horton (DHI), Builders Firstsource Inc (BLDR), Marriott Vacations Wrld (VAC), Hilton Grand Vacations (HGV), Polaris Inc(PII), Trip.com Group Ltd Adr (TCOM), Oneok (OKE), Solaredge Technologies (SEDG), PNC Financial Services (PNC), Truist Financial Corp (TFC), MKTX (Marketaxess Holdings), Affiliated Managers (AMG), Jones Lang Lasalle (JLL), Idexx Laboratories (IDXX), Ross Stores (ROST), Home Depot (HD), Lowe’s (LOW), Kroger (KR), Sprouts Farmers Market (SFM), Netapp (NTAP), Bumble (BMBL), Dynatrace (DT), Concentrix Corporation (CNXC), Black Knight (BKI), Alaska Air Group (ALK), Saia (SAIA).

Developed: Asahi Kasei (AC@N.JP, 3407 JP), Assa Abloy B (ASSB.SE; ASSAB SS), Sega Sammy Holdings (SESA.JP; 6460 JP), Tsingtao Brewery(TSIN.HK), TC Energy (TRP.CA; TRP CN), Canadian Imperial Bank of Commerce (CM.CA; CM CN), Metcash (MTS.AU; MTS AU), Ebos Group (EBOZ.NZ; EBO NZ), Murata Manufacturing (SM@N.JP; 681 JP), Ericsson (SL@G.SE; ERICB SS ), Nordic Semiconductor (NOD.NO; NOD NO), Cathay Pacific Airways (CATH.HK; 293:HK).

Emerging: Tata Korean Airlines (KAA.KR; 003490:KS).

Global Laggards

Posted on October 13, 2022October 14, 2022 by Cornelio Ash

Highlighted Charts
U.S.: Lithium Americas (LAC), Vulcan Materials (VMC), Roper Technologies (ROP), Tesla (TSLA), Boyd Gaming Corp (BYD) , Hilton Worldwide Hldgs (HLT), Polaris Inc (PII), Trip.com Group Ltd Adr (TCOM), Colgate Palmolive ( CL), Sunpower Corp (SPWR), Terreno Realty (TRNO), Affiliated Managers Group (AMG), Abiomed (ABMD), Encompass Health Corp (EHC), Yum! Brands (YUM), Sensata Technologies (ST), Take-Two Interactive Software (TTWO), United Airlines (UAL).

Developed: Orica (ORI.AU, ORI AU), NGK Insulators (KI@N.JP; 5333 JP), Sega Sammy Holdings (SESA.JP; 6460 JP), Daikin Industries (DA@N.JP; 6367 JP), Nikon (OU@N.JP, 7731 JP), Asahi Group Holdings (ASBR.JP), Idemitsu Kosan (IDKO.JP; 5019 JP), Man Group (EMG.GB; EGB LN), K’s Holdings (GIKS.JP; 8282 JP), Suzuken (SKEN.JP; 9987JP), Kpn Kon (KPN.NL; KPN NA), Murata Manufacturing (SM@N.JP), Yamato (OJ@N.JP, 9064 JP).

Emerging: Tata Steel (TIS.IN, TATA IN), Eva Airways (EAA.TW, 2618 TT).

Global Laggards

Posted on October 6, 2022October 7, 2022 by Cornelio Ash

Highlighted Charts

U.S.: Quaker Houghton (KWR), Mosaic (MOS), Mettler Toledo (MTD), Aramark (ARMK), Tesla (TSLA), Topgolf Callaway Brands (MODG), TopBuild Corp (BLD), Baker Hughes Cl A (BKR), Flagstar Bancorp (FBC), Hologic (HOLX), Nuvasive (NUVA), Pfizer (PFE), Kroger (KR), Sprouts Farmers Market (SFM), TIMSA (TIMB), American Airlines (AAL).

Developed: Groupe Bruxelles Lambert (GBLN.BE, GBLB BB), West Fraser Timber (WFG.CA; WFG CN), Mazda Motor (KO@N.JP; 7261 JP), Whitbread (WTB.GB; WTB LN), Barry Callebaut (BARN.CH; BARN SW), Danone (BSN.FR; BN FP), Nh Foods (FY@N.JP;2282 JP), TC Energy (TRP.CA; TRP CN), Baloise Holding (BALN.CH; BALN SW), Parkland Corp (PKI.CA; PKI CN), Kpn Kon (KPN.NL; KPN NA), Murata Manufacturing (SM@N.JP; 6981 JP).

Emerging: Sasol (SOLJ.ZA, SOL SJ), Housing Development (HDF.IN; HDFC IN), Eva Airways (EAA.TW, 2618 TT).