Earnings Release Preview
Earnings Release PreviewApril 25, 2022(for Companies Reporting Week of May 2nd thru May 6th) In the Earnings Release Preview we provide detailed analytics for each of the companies in the Polaris core universe that are expected to report earnings NEXT week. This report provides portfolio managers and analysts with our proprietary rankings for each stock in advance […]
Sector Rankings Move Up for Transportation, Utilities and Business Services
With an academic background in engineering and economics, Brian Hannon began his career in the chemicals industry at the Dupont Company where he held various positions in research & development, project management, and corporate finance. An early indication of his innovative nature occurred while in R&D; as Brian was awarded a patent for his role […]
Macro Report April 20
Christina Surowiec Putin’s war2022 opened at an already difficult and inscrutable time for economic prognostications. The complexity and bleak overtones of the task intensified in late February when autocrat Vladimir Putin activated long-suspected plans for a multifront Russian invasion of neighboring Ukraine. Reportage and intelligence disclosures from Western sources correctly appraised the significance of border […]
Utilities Sector Attractiveness Declines Further
Weekly Sector RotationApril 12, 2022 Utilities Sector Attractiveness Declines Further The sector attractiveness ranking for the utilities sector has declined further from last week’s slide due to lower valuation, technical and catalytic scores. Lower catalytic scores have also resulted in the consumer discretionary sector falling to the bottom of our rankings. Separating from the consumer discretionary sector, the retail sector moved […]
Technology Sector Attractiveness Ranking Falls Further
Sector Attractiveness Rankings are Reshuffled as Volatility Continues
Volatility Persists – Tech Sector Ranking Rises as Conglomerates and Retail Fall
March 10, 2022WEEKLY SECTOR ROTATIONBrian T. Hannon, CFAVolatility Persists – Tech Sector Ranking Rises as Conglomerates and Retail FallThe earnings outlook across multiple sectors has been in flux, producing volatile estimate revisions.As a result, the technology sector has reclaimed a top 5 spot in our attractiveness rankings. Whilesharp deterioration in catalytic scores has resulted in […]
Attractiveness for Retail Stocks Rises in Contrast to Discretionary Sector
Brian T. Hannon, CFAFounder, Director of Quantitative Equity ResearchQubit Research, LLCBrian Hannon began his career in the chemicals industry at the Dupont Company where he held various positions in research & development, project management, and corporate finance. While in R&D, he was awarded a patent for his role in the development of a reverse osmosis […]
Sector Rankings Move Up for Transportation, Utilities and Business Services
Brian T. Hannon, CFAFounder, Director of Quantitative Equity ResearchQubit Research, LLC With an academic background in engineering and economics, Brian Hannon began his career in the chemicals industry at the Dupont Company where he held various positions in research & development, project management, and corporate finance. An early indication of his innovative nature occurred while […]
Financials Sector Moves Up In Our Attractiveness Rankings
Brian T. Hannon, CFAFounder, Director of Quantitative Equity ResearchQubit Research, LLC Brian Hannon began his career in the chemicals industry at the Dupont Company where he held various positions in research & development, project management, and corporate finance. While in R&D, he was awarded a patent for his role in the development of a reverse […]
