Jerry Buczek, Head of Institutional Client Services, will give an overview of IPO Rewind — a monthly piece from our analysts which reviews domestic IPOs completed in the last 24 months through the O’Neil lens.
Author: Jerry Buczek
How to Use the Rotation Graph in PANARAY – May 26, 2016
Steve Ketchmere, Senior Consultant for Institutional Client Services, will show how to use the PANARAY Rotation Graph to monitor global sectors and industry groups. The Rotation Graph plots long-term performance against short-term momentum to help confirm existing sector trends and illuminate emerging ones.
How to Use the Earnings and Revenue Lines in PANARAY – April 28, 2016
The Earnings and Revenue Lines are key fundamental data lines available in PANARAY. See how to use these tools to analyze fundamental and valuation changes in a stock, including margin expansion/contraction, revenue or earnings acceleration/deceleration, and upward/downward forward estimate revisions.
Global Sector Strategy with Kenley – April 14, 2016
Kenley Scott, lead sector strategist for O’Neil Equity Research, will give an overview of market conditions looking at global markets and where they have come from February lows. He will then focus on the US market, specifically stocks in terms of price action versus growth. Lastly, he will discuss historical precedent on bull and bear markets, and also April and Q2 precedent within the US.
How to Use Portfolio Auto-Upload in PANARAY – March 31, 2016
Learn how to use the Portfolio Auto-Upload utility in PANARAY to better manage your portfolio.
Global Sector Strategy with Kenley Scott – March 17, 2016
Kenley Scott, lead sector strategist for O’Neil Equity Research, will give an overview of market conditions, profiling the recent rally and leadership across the globe. He will revisit some of the past defensive names we have called out, and look at how the current US rally stacks up against historical precedent. Lastly, he will discuss US ideas in the large and small cap spaces.
New Features in PANARAY Version 4.2 Mobile – March 3, 2016
Learn about the new features in PANARAY Version 4.2 Mobile, including Free Form Annotation and List Alerts.