Author: julie lee

What’s the fallout from the coronavirus pandemic for the semiconductor industry? What stocks are holding up in the current environment? In this week’s webinar, Director, Research Analyst Romeo Alvarez assesses the state of the semiconductor industry and reviews top picks within the 5G, EUV, and Cloud Computing/AI themes.

In this week’s webinar, Director, Research Analyst Kenley Scott compares the current bear market with historical examples and shows how to use PANARAY to find stock winners that emerged at the end of past bear markets, providing potential clues about the next winners.

In this week’s webinar, Research Analyst Dean Kim focuses on three U.S. investing themes that should be on your radar: high-dividend yield stocks, large caps trading less than 1x PBV, and long-term secular growth winners. He is also joined by Chief Investment Strategist Randy Watts and Global Sector Strategist Kenley Scott for a look at current U.S. market conditions in these turbulent times.

Although we have turned bearish on nearly all of APAC, the China A-share market remains resilient. In this week’s webinar, William O’Neil + Co. Director, Research Analyst Derek Higa highlights the divergent performances of the China A-share market versus the S&P 500 and historical precedents. He is also joined by other sector analysts to discuss bullish themes and ideas.

The recent market selloff due to the spread of the coronavirus is unique: Since 1987, the Stoxx 600 has dropped more than 20% in less than 15 trading days only four times. Historical precedent suggests further downside since the impact of the coronavirus on the global economy still unclear and not yet priced into corporate earnings estimates, in our view. In this week’s webinar, Executive Director, Research Analyst Tristan d’Aboville reviews how to assess the market’s bottom with our O’Neil process and also provides PANARAY screens to help you build a portfolio that will create relative outperformance in this environment using O’Neil proprietary Ratings and Rankings.

In this week’s webinar, Executive Director, Research Analyst Raj Gupta analyzes the current state of the U.S. market, using historical precedent to discuss potential scenarios that could occur in the coming days and weeks. He, along with other analysts, also review high relative strength ideas on our Focus List across a number of sectors.

The Software sector has re-emerged in early 2020 after a deep correction in late 2019. In this webinar, Research Analyst Cornelio Ash reveals the secular software ideas you should focus on amidst the ongoing market volatility.

Health Care’s performance have begun to sharply improve over the last six weeks following a four-year lag versus the S&P 500. Given its intact secular growth drivers, expectations for double-digit earnings growth in 2020, and strong technical breakout in November, we believe now is the time to overweight the sector. In this week’s webinar, Executive Director, Research Analyst Raj Gupta will discuss the healthcare stocks that will get your portfolio in shape for the new year.