Are software stocks buyable after a 15% pullback off highs? Tune in to this week’s webinar to find out. William O’Neil + Co. Director, Research Analyst Cornelio Ash will discuss why he is cautious on software even though long-term growth drivers such as the transition to the cloud and artificial intelligence remain intact after another strong earnings season.
Author: Jerry Buczek
Cannabis Industry Update with Andrew Kessner – November 15, 2018
The cannabis industry continues to develop at a dizzying pace. This week the three largest Canadian cannabis companies will provide their first earnings updates since legal adult-use sales began. And three major U.S. players are set to begin trading on the Canadian Securities Exchange, with at least two expected to command multi-billion dollar valuations. In this week’s webinar, William O’Neil + Co. Equity Analyst Andrew Kessner will review key trends, events, upcoming catalysts, and stocks to watch in the Canadian and U.S. cannabis markets.
Semiconductors and the 5G Rollout with Romeo Alvarez – November 8, 2018
The rollout of 5G networking technology is creating a new capex cycle in the telecom industry. We anticipate that this new cycle will not only trigger a return to growth for the network equipment industry, but also positively impact a select list of semiconductor companies in our coverage. In this webinar, William O’Neil + Co. analyst Romeo Alvarez will give his view on the industry and how best to be positioned as 5G technology is deployed over the next few years. He will touch on U.S. Focus List stocks, ideas he is watching, as well as give an overview of select international stock.
Global Energy Webinar with Kenley Scott – November 1, 2018
In this week’s webinar, William O’Neil + Co. Director, Research Analyst Kenley Scott will highlight the recent challenging market performance of stocks in the global energy sector, which has been driven by a sharp pullback in oil prices. He will also contrast that with the sector’s ongoing growth prospects.
Online Food Delivery and Internet Media with Derek Higa – October 18, 2018
In this week’s webinar, William O’Neil + Co. Senior Equity Analyst Derek Higa will review U.S. internet/media stocks, including an analysis of Grubhub’s (
) model book run. He will also examine which internet stocks are holding up best, those to reduce, and what characteristics to look for to get more bullish given the current weak market conditions. And he will discuss the global online food delivery space and explain why he’s still optimistic about its growth potential.
Medical Technology Industry Webinar with Raj Gupta – October 11, 2018
The iShares Medical Devices ETF (
) continues to outperform the broader healthcare sector over the long term, but has pulled back sharply over the past week. In this webinar, William O’Neil + Co. Director, Research Analyst Raj Gupta will give his view on the industry and how best to be positioned given recent volatility. He will touch on U.S. Focus List stocks, ideas he is watching, as well as give an overview of select international ideas. Tune in to find out which ideas he believes have model book potential, benefiting from secular themes.
Should You Be Bearish on Banks? with Dean Kim – October 4, 2018
This week, William O’Neil + Co. Director, Research Analyst Dean Kim will analyze global banking stocks in an upcoming webinar. Tune in to find out why he is still bearish on the space.
Winners and Losers in the Semiconductor Space with Romeo Alvarez – September 27, 2018
This week, join William O’Neil + Co. Senior Equity Analyst Romeo Alvarez for a webinar focusing on semiconductor stocks, which are up 12% YTD and remain in consolidation mode since topping in March 2018, as tracked by the PHLX Semiconductor ETF (
). The webinar will include a review of best ideas in the U.S., Europe and APAC, as well as a special note on how the much awaited 7nm node transition is impacting the industry. Stay tuned to find out who are the winners and losers in this transition.
Global Technology: Software Update with Cornelio Ash – September 20, 2018
The North American Software Index (
) is up 31% year-to-date and remains among the leading groups in 2018. Constituents of the
are trading at a median 6.4x EV/S (FY 2019) and have reported another better-than-expected quarter, highlighted by Q2 FY 2018 revenue and EPS growth of 15% and 27%, respectively, better than the entire S&P 500 (8%/21%) and the S&P 500 Technology sector (9%/23%). Tune in to this week’s webinar with Director, Research Analyst Cornelio Ash as he discusses top software picks and how we are gauging the health of the
‘s uptrend.
Global Capital Equipment with Andrew Kessner – September 13, 2018
This week, join William O’Neil + Co. Equity Analyst Andrew Kessner for a webinar focusing on the Aerospace and Defense sector, which is being driven by several key secular growth drivers, including the global economic recovery, increasing passenger travel demand, and stable commodity prices in commercial aviation as well as growing defense budgets in the United States, Asia, and Europe. The webinar will include a review of actionable ideas and key sector trends as well as an analysis of Capital Goods order activity in the United States.
