Kenley Scott, lead sector strategist for O’Neil Equity Research, will give an overview of improving and leading sectors both globally and by region (Americas, EMEA and Asia).
Author: Jerry Buczek
The Emerging Global Cannabis Opportunity with Andrew Kessner – August 23, 2018
As countries and U.S. states transition from longstanding prohibition regimes to regulated medical and adult-use frameworks, a new generation of companies has quickly materialized to serve the cannabis market. Andrew Kessner, O’Neil research analyst, will give an overview of the emerging cannabis industry, looking at industry landscape, key players, and upcoming catalysts. He will also discuss his top picks in the U.S. and Canadian markets.
Global Lodging and Gaming with Tristan d’Aboville – August 16, 2018
Tristan d’Aboville, Executive Director and Research Analyst for O’Neil Equity Research, will provide an update on the global lodging and gaming industries. Although several long-term growth drivers may still play well for the lodging industry, including rising disposable income, investors should not forget that the sector is highly cyclical. In a downturn, the sector tends to significantly underperform the market, and as such, we recommend massively underweighting the sector.
Global Sector Strategy with Kenley Scott – August 9, 2018
Kenley Scott, lead sector strategist for O’Neil Equity Research, will give an overview of improving and leading sectors both globally and by region (Americas, EMEA and Asia).
Artificial Intelligence with Romeo Alvarez and Cornelio Ash – August 2, 2018
Romeo Alvarez, senior equity analyst, and Cornelio Ash, director and research analyst, will give a special report on artificial intelligence. AI is regarded as the most important general-purpose technology of our times, emerging from limitations of being just a theory, to offering practical business solutions. Romeo and Cornelio will focus on which companies stand to directly benefit from this multi-year trend, highlighting top stocks in the space (CRM, SPLK, NVDA, GOOGL) and case studies of early adaptation (VEEV, SFIX, and BOX).
Global Health Care Sector: Medical Devices and Equipment with Raj Gupta – July 26, 2018
Raj Gupta, Executive Director and Equity Analyst for O’Neil Equity Research, will give an update on the healthcare sector, focusing on medical devices and equipment.
Global Sector Strategy with Kenley Scott – July 12, 2018
Kenley Scott, lead sector strategist for O’Neil Equity Research, will give an update on global market conditions, focusing on strength and weakness in the various regions of the world. In the developed markets, Kenley will look at strength in Australia, Canada, and the U.S., and weakness in Asia and Europe. On the emerging side, we see sustained strength in India, a number of recent follow-through-days in Mexico, Taiwan, and China, and weakness in some larger markets like South Korea, South Africa, and Brazil.
Global Digital Payments with Dean Kim – June 21, 2018
Dean Kim, Executive Director and Research Analyst for O’Neil Equity Research, will give an update on the global digital payments theme.
Global Technology: Software with Cornelio Ash – June 7, 2018
Cornelio Ash, Director and Analyst for O’Neil Equity Research, will give an overview of the top stocks in software after another better-than-expected earnings season. Q1 2018 revenue and earnings growth across constituents of the North American software index (
) increased by a median 14% and 27% respectively, better than the S&P 500 (9%/22%) and Technology sector (11%/23%). The
is up 20% year-to-date (42% in 2017) and remains in a long-term uptrend.
Global Sector Strategy with Kenley Scott – May 17, 2018
Kenley Scott, lead sector strategist for O’Neil Equity Research, will discuss global trends and where we see relative strength in the markets. Currently, we see positive market indicators as money flows into small cap stocks, larger developed European markets, and resource-heavy markets like Australia, Brazil, and Canada. Conversely, Kenley will discuss the current weakness in emerging markets, as the U.S. dollar strengthens and local currency weakens.
