The Sell-off
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January 28 2022

Commentary by Eoin Treacy

The Sell-off

Thanks to subscriber for this chartbook from Goldman Sachs which may be of interest.

Eoin Treacy's view

Here is a link to the full report.

I found the lists of companies scoring well on “quality” and “fast revenue growth and high profitability” filters to be particularly insightful.

Within the quality screen Coterra Energy focuses on environmentally friendly oil and gas production. The share is firming from the region of the trend mean.

Louisiana-Pacific, in the wood products sector and trading on a forward P/E of 4.6 is firming from the region of the trend mean.

Qualcomm is firming from the region of the trend mean.

Texas Pacific Land is back testing the region of the 1000-day MA and the upper side of the underlying three-year range.

Mastercard tops the fast revenue growth and high profitability list. The share rebounded emphatically this week.

Etsy is back testing the region of the 1000-day MA following a more than 50% decline in two months. At least a bounce appears overdue.

ServiceNow is working on an upside weekly key reversal from the region of the trend mean.

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