Kenley Scott, lead sector strategist for O’Neil Equity Research, will address the adage “sell in May and go away” looking at US seasonality and which sectors do best from May to October. He will also look at current US sector rotation, focusing on ideas in technology, healthcare, and energy. In the developed and emerging markets, Kenley will give an overview of the best names across our Global Focus List and currently actionable ideas.
Author: Jerry Buczek
Accessing O’Neil Commentary through the Research View – May 11, 2017
Keep up with the O’Neil Equity Analyst Team directly through PANARAY’s latest feature: the Research View. Access O’Neil commentary, analyst write-ups, and idea documents through a centralized dashboard designed with easy navigation and search features.
Global Sector Strategy with Kenley Scott – April 27, 2017
Kenley Scott, lead sector strategist for O’Neil Equity Research, will look at market conditions and current global strength. In the US, he will give an update on sector rotation, particularly the battle between medium-term leaders on both the defensive side (staples and utilities), and the risk-on side (capital equipment, technology, and consumer cyclical). In the developed and emerging spaces, Kenley will contrast the high number of extended stocks with various actionable names.
Leveraging PANARAY for Earnings Season – April 13, 2017
Stay on top of earnings season in PANARAY. We’ll show you all of the tools to track when your companies report, and find stocks that beat the street’s estimate and get revised upward.
Global Sector Strategy with Kenley Scott – March 30, 2017
Kenley Scott, lead sector strategist for O’Neil Equity Research, will look at sector rotation in the US and globally. He will focus on the battle between defensive sector improvement and risk-on sector improvement, specifically in consumer cyclical and capital equipment.
Frexit, Nexit, Oexit? European Market Outlook in a Challenging Year – March 16, 2017
Tristan d’Aboville, Executive Director, Research, at William O’Neil + Company, and in charge of the European Focus List, will give a general update on European markets. 2017 is a crucial year for the region as key elections in France and Germany are approaching. The webinar will focus on sector rotation, industries of interest and recommendations for 2017. Using a unique William O’Neil + Co. approach, we will review names from our Focus List, stocks of interest, and actionable ideas in this challenging environment.
PANARAY Screening with Steve Ketchmere – February 16, 2017
Steve Ketchmere, Senior Institutional Client Services Consultant, will walk you through some of his favorite long & short PANARAY Column Set screens.
New Features in PANARAY Version 4.5 – January 19, 2017
PANARAY Version 4.5 is designed to enhance your global research experience and connect you with O’Neil Equity Research. Join us to learn about what’s new, including the Research View that compiles O’Neil commentary pieces, analyst write-ups, and idea list documents in one easily accessible section. The release also contains features geared specifically towards our global clientele, including Currency Conversion and the Currency Smart Datagraph.
Semiconductors with Ruben Roy: Breaking or Basing – December 8, 2016
Ruben Roy, a Senior Analyst at William O’Neil +Co. focusing on the semiconductor industry as well as its broader supply chain, will discuss his findings following meetings with Asian technology companies in Hong Kong, Taiwan, and Korea last week. Topics that will be covered include the China wireless market, what’s next for the PC market, the latest on component shortages and capacity outlook for 2017, and the best ideas exiting 2016. Raj Gupta, a 15-year veteran of the O’Neil Methodology, will assess the technical characteristics driving semiconductor stocks. Heetae Kim, a 10-year veteran of the O’Neil Methodology, will provide commentary on negative chart set-ups and potential shorts.
New Features in PANARAY Mobile Version 4.3 – September 15, 2016
Learn about the latest PANARAY Mobile Version 4.3 features including the Indicator Panel, CEO Drivers License, First Call Reports, and Knowledge Center Link.
