Momentum Analysis: European Banks

Early this year, we released a report on European Banks urging investors to be wary as this sector was trending negatively (see link). In that report, we highlighted five negatively rated banks with bad performance. Seven months later, having to contend with a low interest rate environment and increased regulatory scrutiny, all five banks are…

MOMENTUM ANALYSIS: Global Oil & Gas

Since about August 2014, Oil prices have been heading lower. From a high of about $114, Brent Crude dropped as low as $27.9 before recovering. Below is a one-year chart for Brent Crude from Trendrating. The graph clearly shows the steep fall in crude and the recovery, post March. Trendrating currently has a positive rating…

US Equity: Positive Momentum Investment Ideas

Below is a selection of stocks, listed in the United States and highlighted by the Trendrating Smart Momentum Model. The stocks have the following characteristics: A rated – Strong positive momentum Young Trends – stocks only recently received their positive rating Out-performed the S&P 500 (SPX)since their positive rating Should make good investment candidates in the…

Developed Markets Macro Analysis

This report will utilise Trendrating’s Smart Momentum Analytics to assess the health of equity in developed markets and summarise momentum events in the last month. It will also suggest a strategic allocation across G7 Countries/ Sectors  MARKET OVERVIEW/ Market Breadth The Chart below analyses market breadth in Developed Markets Equity Sectors. Technology, Consumer Goods and…

Momentum Analysis: US Retailers – who’s buying?

In a difficult year for stocks, Retail has not provided particularly strong performance.While this sub-sector fell along with the general markets in January and early February, it’s recovery has been considerably weaker than the S&P 500. On a YTD basis, XRT (SPDR S&P Retail ETF) has returned about -3.56%. This compares to a 2.28% return…