Reports are prepared monthly by Sharpe Capital’s market analyst, focusing on industry sectors and specific stocks.

Global Macro Trends, Economic Analysis

All Economies with GDP $20b+ = 114 countries In noisy and turbulent times it is often wise to take a step back and recalibrate, look around beyond one particular market...

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October 2018

Making the most of volatile market conditions

US Market Correction, our thoughts Most investors were caught off guard when the S&P 500 wiped out 3 months of gains in 3 days in early October declining from highs...

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$SQ

Square Inc

$ROG

Roche Holding Ltd.

$FB

Facebook, Inc.

$AMZN

Amazon.com

$WEED

Canopy Growth Corporation

$ACB

Aurora Cannabis


September 2018

De-risking from high p/e to fundamental US economy

Norwegian Cruise Line Holdings Ltd Norwegian Cruise Line controls approximately 8% of the total worldwide share of the cruise market behind Carnival and RC as...

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$NCLH

Norwegian Cruise Line Holdings Ltd

$IR

Ingersoll-Rand PLC

$NSC

Norfolk Southern Corp.

$ETN

Eaton Corporation PLC.

$AL

Air Lease Corp


August 2018

NMI/PMI Birdseye - Deep Dive Sector/Company Analysis

Weyerhaeuser one of world’s largest owners of timberlands, owning/controlling over 25 million acres of timberland in US/Canada, they also manufacture wood products (3 subsects of...

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$WY

Weyerhaeuser

$DHI

D. R. Horton Inc

$PCAR

Paccar

$CMI

Cummins Inc.

$LLL

L3 Technologies Inc

$MU

Micron Technology


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