Cornelio Ash | WILLIAM O'NEIL+CO

Global Laggards

Posted on August 1, 2019August 1, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Grace W R ( GRA ), Rollins ( ROL ), Dana ( DAN ), Twin River ( TRWH ), Interactive Brokers ( IBKR ), Perkinelmer ( PKI ), Bloomin’ Brands ( BLMN ), Krogers ( KR ), IPG Photonics ( IPGP ), Blackberry ( BB ), American Airlines ( AAL ).

Developed: Tokuyama ( TOSO.JP; 4043 JP ), Kion ( KGXX.DE; KGX GR ), Misumi ( MISM.JP; 9962 JP ), China Telecom ‘H’ ( CTC.HK; 728 HK ), Salvatore Ferragamo ( SFER.IT; SFER IM ), Daito Trust Construction ( DITC.JP; 1878 JP ), Shionogi ( SQ@N.JP; 4507 JP ), Shimamura ( SHIM.JP; 8227 JP ), Seiko Epson ( SEEP.JP; 6724 JP ), Computershare ( CPU.AU; CPU AU ), Japan Airlines ( JAPL.JP; 9201 JP ).

Emerging: Formosa Plastics ( FPL.TW; 1301 TT ), Axis Bank ( UTI.IN; AXSB IN ).

Stocks worth focusing on in this week’s Global Laggards:

Rollins ( ROL ) – Capital Equipment; $11B market cap — is a leading provider of pest, termite, and wildlife control services. The company operates more than 700 company-owned branches in the U.S. and Canada and has 200 franchise locations worldwide.

Global Laggards

Posted on July 25, 2019July 26, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Allegheny technologies ( ATI ), Proto Labs (

), AMC Networks ( AMCX ), Cal-Maine Foods ( CALM ), Empire State Rlt Tr ( ESRT ), Cardinal Health ( CAH ), Krogers ( KR ), Netapp ( NTAP ), Blackberry ( BB ).

Developed: ISS A/S ( ISS.DK; ISS DC ), Kajima ( KC@N.JP; 1812 JP ), Downer Edi ( DOW.AU; DOW AU ), Haier Electronics ( WIL.HK; 1169 HK ), Suncor Energy ( SU.CA; SU CN ), Bank of Nova Scotia ( BNS.CA; BNS CN ), Demant ( WDH.DK; DEMANT DC ), Shimamura ( SHIM.JP; 8227 JP ), China Telecom ‘H’ ( CTC.HK; 728 HK ), Kyushu Railway ( KRWC.JP; 9142 JP ).

Emerging: Gerdau S.A ( GGB.BR; GGBR4 BZ ), LG Display ( LGL.KR; 34220 KS ).

Stocks worth focusing on in this week’s Global Laggards:

Proto Labs Inc (

)—Capital Equipment; $2.7B market cap—manufactures custom prototypes and short-run production parts through advanced 3D printing, computer numerical control machining, sheet metal fabrication, and injection molding processes. The U.S. accounts for 80% of its revenues, with the remainder primarily from Europe.

Global Laggards

Posted on July 18, 2019July 18, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Cameco Corporation ( CCJ ), Irobot ( IRBT ), Cabot Oil & Gas Corp ( COG ), Interactive Brokers ( IBKR ), Avanos Medical ( AVNS ), Qurate Retail ( QRTEA ), Sprouts Farmers Market ( SFM ), Arrow Electronics ( ARW ), Box Inc ( BOX ), Autohome ( ATHM ).

Developed: South32 Limited ( S32.AU; S32 AU ), Downer Edi ( DOW.AU; DOW AU ), Fanuc ( DU@N.JP; 6954 JP ), Suzuki Motor ( IX@N.JP; 7269 JP ), Uni Charm ( UNRM.JP; 8113 JP ), Concordia Financial ( CONF.JP; 7186 JP ), Astellas Pharma ( YP@N.JP; 4503 JP ), Shimamura ( SHIM.JP; 8227 JP ), BIC ( BIC.FR; BB FP ), Kyushu Railway ( KRWC.JP; 9142 JP ).

Emerging: Formosa Plastics (FPL.TW; 1301 TT), Shoprite (SHPJ.ZA; SHP SJ).

Global Laggards

Posted on July 11, 2019July 11, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Sociedad Quimica Y Minera ( SQM ), Autoliv ( ALV ), Norwegian Cruise Line ( NCLH ), Molson Coors Brewing ( TAP ), Apergy Corporation ( APY ), UMB Financial Corporation ( UMBF ), Globus Medical Inc (

), Guess ( GES ), Grainger W W ( GWW), Wesco International ( WCC ), Netscout Systems ( NTCT ), Kirby Corporation ( KEX )

Developed: Nippon Steel Corporation ( NSSM.JP; 5401 JP ), Misumi ( MISM.JP; 9962 JP ), ISS A/S ( ISS.DK; ISS DC ), Koito Manufacturing ( PF@N.JP; 7276 JP ), Kyoritsu Maintenance ( KTOR.JP; 9616 JP ), Oil Search Limited ( OSH.AU; OSH AU ), BBV Argentaria ( BBVA.ES; BBVA SM ), H Lundbeck ( LUN.DK; LUN DC ), Koninklijke Ahold ( AD.NL; AD NA ), Hitachi Metals ( HM@N.JP; 5486 JP ), Kyushu Railway ( KRWC.JP; 9142 JP )

Emerging: Formosa plastics ( FPL.TW; 1301 TT ), LG Electronics ( KHD.KR; 066570 KR ), Samsung Fire and Marine Insurance ( AFM.KR; 000810 KS ), Shinsegae ( SGD.KR; 004170 KS ), LG Display ( LGL.KR; 034220 KS )

Amazon

Posted on July 9, 2019July 9, 2019 by Cornelio Ash

Key Points:

Reiterating buy recommendation. The stock is breaking out from a 44-week cup-with-handle consolidation. Look for upside volume to increase as the stock moves through the pivot. Support is the rising 50-DMA.
Fundamental ratings: EPS Rank of 99, Composite Rating of 97, and SMR Rating of A.
Technical ratings: RS line has turned higher and approaching all-time highs, RS Rating of 81, and A/D Rating of C+.

Global Laggards

Posted on July 2, 2019July 2, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Autoliv (

), Oxford Industries (

), Hancock Whitney (

), Livanova (

), Guess (

), Netapp (

), FireEye (

), Forward Air (

)

Developed: Shimizu (SZ@N.JP; 1803 JP), ISS A/S (ISS.DK ; ISS DC), Hino Motors (OM@N.JP; 7205 JP), Cineworld Group (CINE.GB; CINE LN), Reckitt Benckiser (RB.GB; RB/LN), Suncor Energy (SU.CA; SU CN), China Citic Bank (CBCC.HL; 998 HK), Morphosys (MORX.DE; MOR GR), Shimamura (SHIM.JP; 8227 JP), Bic (BIC; BB FP), Kyushu Railways (KRWC.JP; 9142 JP)

Emerging: Formosa Chemicals and Fibre (FOR.TW; 1326 TT), KT&G (KTB.KR; 033780 KS), Bangkok Bank (BBLF.TH; BBL/F TB), Saci Falabella (FAL.CL; FALAB CI), LG Display (LGL.KR; 034220 KS)

Global Laggards

Posted on June 27, 2019June 27, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Packaging Corporation of America (

), Korn Ferry (

), World Wrestling Entertainment (

), Madison Square Garden (

), Cabot Oil and Gas Corporation (

), Bank of New York Mellon (

), Eli Lilly & Company (

), Kroger (

), Sprouts Farmers Market (

), Qorvo (

), Yelp (

), American Airlines Group (

Developed: Brenntag (BNRX.DE; BAS GR), Toshiba (TS@N.JP; 6502 JP), Dai Nippon Printing (DP@N.JP; 7912 JP), Hengan International (HENG.HK; 1044 HK), Suncor Energy (SU.CA; SU CN), Tokyo Tatemono (JQ@N.JP; 8804 JP), Morphosys (MORX.DE; MOR GR), Kononklijke Ahold (AD.NL; AD NA), Tokyo Electron (RG@N.JP; 8035 JP), Japan Airlines (JAPL.JP; 9201 JP).

Emerging: Formosa Chemicals and Fibre Corporation (FOR.TW; 1326 TT), Lg Uplus (BRI.IN; BRIT IN), Sk Innovation (

Global Laggards

Posted on June 20, 2019June 20, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Tesla ( TSLA ), Carnival Corporation ( CCL ), Cactus Inc Cl ( WHD ), Hancock Whitney ( HWC ), Bausch Health ( BHC ), Brinker International ( EAT ), Qorvo ( QRVO ), FireEye ( FEYE ), SAIA Incorporation ( SAIA ).

Developed: Mineral Resources ( MIN.AU; MIN AU ), Dai Nippon printing ( DP@N.JP; 7912 JP ), Honda Motor ( HO@N.JP; 7267 JP ), Calbee ( CALB.JP; 2229 JP ), Galp Energia Sgps ( GES.PT; GALP PL ), BOC Hong Kong ( BOC.HK; 2388 HK ), Morphosys ( MORX.DE; MOR GR ), Seven & I ( SEVI.JP; 3382 JP ), Tokyo Electron ( RG@N.JP; 8035 JP ), Japan Airlines ( JAPL.JP; 9201 JP ).

Emerging: Lotte Shopping ( LTE.KR; 023530 KS ), SK Hynix ( HYI.KR; 000660 KS), Korean Airlines ( KAA.KR; 003490 KR ).

Global Laggards

Posted on June 13, 2019June 13, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Cameco Corp ( CCJ ), Molson Coors Brewing ( TAP ), Apergy ( APY ), Bank of New York Mellon ( BK ), Quidel Corp ( QDEL ), Walgreens Boots Alliance ( WBA ), Sally Beauty Holdings ( SBH ), Juniper Networks ( JNPR ), Hewlett Packard Enterprise ( HPE ), Bilibili Inc ( BILI ).

Developed: Mineral Resources ( MIN.AU; MIN AU ), Iss ( ISS.DK; ISS DC ), Subaru ( FJ@N.JP; 7270 JP ), Crown Resorts ( CWN.AU; CWN AU ), Oil Search ( OSH.AU; OSH AU ), Sumitomo Mitsui Financial Group ( SMFI.JP; 8316 JP ), Fresenius Medical Care ( FMEX.DE; FME GR ), Seven & I ( SEVI.JP; 3382 JP ), Brother Industries ( BI@N.JP; 6448 JP ), Deutsche Post ( DPWX.DE; DPW GR ).

Emerging: Ultrapar Participoes ( U3G.BR; UGPA3 BZ ), Cathay Financial Holdings ( CFC.TW; 2882 TT ).

Global Laggards

Posted on June 6, 2019June 6, 2019 by Cornelio Ash

Highlighted Charts

U.S.: Louisiana Pacific ( LPX ), Treehouse Foods ( THS ), Apergy ( APY ), Banco Santander ( BSAC ), Patterson Companies ( PDCO ), Walgreens Boots Alliance ( WBA ), Silicon Motion Technology ( SIMO ), TIM Participacoes ( TSU ), Microstrategy ( MSTR ), Fedex ( FDX ).

Developed: Brenntag ( BNRX.DE; BNR GR ), Keppel ( KEPP.SG; KEP SP ), Iss ( ISS.DK; ISS DC ), Tabcorp Holdings ( TAH.AU, TAH AU ), Oil Search ( OSH.AU; OSH AU ), Bbv Argentina ( BBVA.ES; BBVA SM ), Ipsen ( IPN.FR; IPN FP ), Morrison ( MRW.GB; MRW LN ), Seven & I ( SEVI.JP; 3382 JP ), Shimadzu ( ZU@N.JP; 7701 JP ).

Emerging: Fubon Financial ( FUB.TW; 2881 TT ), Naver ( NHN.KR; 035420 KS ).