Kenley Scott, lead sector strategist for O’Neil Equity Research, will look at U.S. sector rotation towards transports and energy, and discuss international ideas.
Tag: Sector Rotation
Global Sector Strategy with Kenley Scott – May 25, 2017
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.
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.
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.
