Press

Press Releases

For Press Information:

Paul Gin
SVP + Director of Marketing

William O'Neil + Co.
(310) 448.6879
mktg@williamoneil.com

In the News

Randy Watts in Forbes

What major investment themes can we expect in 2025? Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., and Kenley Scott, Global Sector Strategist, at William O’Neil + Co., this week co-authored an article for Forbes exploring themes on William O’Neil + Co. analysts’ radar.

Randy Watts in Forbes

What does the near term future hold for mergers and acquisitions? Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., and Kenley Scott, Global Sector Strategist, at William O’Neil + Co., this week co-authored an article for Forbes exploring what to expect heading into the new year.

Randy Watts on Reuters

How will Scott Bessent fare as the next U.S. Treasury secretary? Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., analyzed the situation and offered his views on Reuters Market Insight today.

Romeo Alvarez on BNN Bloomberg

Romeo Alvarez, Director and Research Analyst for William O’Neil + Co., appeared on BNN Bloomberg to discuss Nvidia’s (NVDA) earnings and how things look going forward.

Randy Watts in Forbes

What can investors do gain exposure to Artificial Intelligence (AI)? Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., and Kenley Scott, Global Sector Strategist, at William O’Neil + Co., this week co-authored an article for Forbes exploring a way to participate in this massive theme.

Randy Watts on Reuters

How did stocks fare during Q3? Speaking to host Thomas Warner, Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., analyzes the situation and offers his insight.

Randy Watts in Forbes

What can investors expect from the market in October? Randy Watts, Executive Vice President and Chief Investment Strategist for William O’Neil + Co., and Kenley Scott, Global Sector Strategist, at William O’Neil + Co., this week co-authored an article for Forbes looking at historic trends during the month and what may happen this year.

Randy Watts on Refinitiv Broadcast

Will the recent release of robust data affect Fed plans for a 50 bps rate cut? Randy Watts, at William O'Neil + Co., analyzes the situation and offers his insight.

Romeo Alvarez in The Daily Upside

William O'Neil + Co. Director and Research Analyst Romeo Alvarez was quoted in The Daily Upside to discuss Nvidia’s position in the AI race for energy efficient data centers.

Randy Watts in Forbes

How should investors position themselves once the Fed starts easing? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes analyzing historic Fed rate cut cycles.

Randy Watts on Reuters

Can we expect a slowdown in consumer spending in the U.S. ahead of the big data drop this week? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, takes a deep dive in consumer spending habits and what we can expect going forward.

Randy Watts in Forbes

What is the outlook for small-cap stock performance going forward? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes breaking down the issue.

Dean Kim on CNBC-TV18 India

Dean Kim, Head of Research Product at William O’Neil + Co., recently appeared on CNBC-TV18 to discuss what the 2nd half of the year may hold for financials and energy, and what it could mean for telecom stocks.

Randy Watts on Refinitiv TV

How are the foreign policy positions of President Joe Biden and current presidential candidate and former President Donald Trump affecting chip stocks? Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, offered his take on a recent Refinitiv Market Insight broadcast.

Dean Kim on CNBC-TV18 India

Due to their inclusion in the JPMorgan Bond Index, Dean Kim, Head of Research Product at William O’Neil + Co., told CNBC-TV18 that Indian bonds are seeing rising demand.

Randy Watts on Refinitiv Broadcast

Tracking the tech stock gains in the S&P 500, Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Market Insight segment to analyze the trend.

Randy Watts In Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes looking at how long extreme concentration of gains among the top 50 S&P 500 stocks by market capitalization can last.

Romeo Alvarez on BNN Bloomberg

Romeo Alvarez, Director and Research Analyst for William O’Neil + Co., appeared on BNN Bloomberg to discuss Broadcom’s latest print and how things look going forward.

Dean Kim on CNBC-TV18 India

Dean Kim, Head of Research Product at William O’Neil + Co., recently appeared on CNBC-TV18 recently and discussed market cues for Nifty and other Indian banks.

David Bauer on Bloomberg Television

William O'Neil Securities Managing Director, Head of Derivatives Trading, David Bauer appeared live on Bloomberg Television with Abigail Doolittle to discuss the return of the meme stock rally.

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes taking a deep dive into the Utility Sector.

Dean Kim in Forbes

Dean Kim, Head of Research Product at William O’Neil + Co., appeared in Forbes recently to discuss the latest public offering amid a boom in European IPOs, private equity firm CVC Capital Partners.

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes examining whether the long commodity cycle is still in play.

Dean Kim on CNBC-TV18 India

Dean Kim, Head of Research Product at William O’Neil + Co., appeared on CNBC-TV18 recently and said he sees the next support for the Nifty at its 100-day moving average, 2% below current levels.

Dean Kim on CNBC-TV18 India

Dean Kim, Head of Research Product at William O’Neil + Co., appeared on CNBC-TV18 recently and said he sees some resistance at the 100-DMA for small caps.

Randy Watts In Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes examining how long the current bull market can last based on historical precedent.

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Market Insight segment to discuss Fed rate cuts and the market forecast.

Dean Kim on CNBC-TV18

Dean Kim, Head of Research Product at William O’Neil + Co., appeared on CNBC-TV18 recently and said the Indian market is looking constructive, trading above all key moving averages.

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes examining the remarkable run of Technology stocks and what it may mean for the larger market.

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Market Insight segment to discuss how the CPI shows the resilience of the U.S. economy.

Randy Watts on Refinitiv Broadcast

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, recently appeared on Refinitiv Broadcast for a Market Insight segment to discuss whether the bumper jobs growth number may dampen chances for a Fed rate cut.

Randy Watts in Forbes

Randy Watts, Senior Portfolio Manager at O'Neil Global Advisors, and Kenley Scott, Global Sector Strategist, at William O’Neil + Co, an affiliate of O’Neil Global Advisors, this week co-authored an article for Forbes explore whether the month of January is a good barometer for the full year.

Dean Kim on CNBC-TV18 India

Dean Kim, Head of Research Product at William O’Neil + Co., appeared on CNBC-TV18 recently and said the market is struggling with mixed messages from economic data and Fed comments.

Dean Kim on CNBC-TV18 India

Dean Kim, Head of Research Product at William O'Neil + Co., appeared on CNBC-TV18 revently and said while we're in a healthy market environment, a cool off is definitely warranted.

Community Involvement

William O'Neil + Co. is proud to support these charities

2024 AGF Charity Golf Classic

William O'Neil affiliate company, William O’Neil Securities, is pleased to be a 2024 Sponsor for the annual AGF Charity Golf Classic held on May 27th. This fun event is held by AGF Investments to support and fund graduate scholarships for children of military families. We are grateful to have this opportunity to give back.

2024 Squashbusters Derby

William O’Neil Securities and William O’Neil + Co. is proud to be a sponsor of the 2024 Squashbuster Derby presented by MSF. The event runs May3rd through May 4th. This incredible organizing positively impacts the lives of thousands of Boston youth through physical fitness and college support program. Good luck to the teams!

Events

Annual PMI Forum 2024

William O'Neil + Co. is excited to be at the 2024 Annual PMI Forum hosted by the Portfolio Management Institute in Austin, TX, today through June 12th. If you’re at the conference, please drop by and visit our table at the Trade Tech space.

William O'Neil + Co. at the PMI 2024 Forum

William O’Neil + Co. executives will be attending this year’s annual PMI Forum in Austin TX from June 9-June 12th. Our company is honored to be involved in exchanging ideas with the leaders and experts of the Portfolio Management Institute. We look forward to seeing you there.

William O'Neil + Co. at CMT Dubai

Our executives, Steven Birch, CEO at O’Neil Global Advisors, Gregory Jannetta, CEO at William O’Neil + Co., and Matthew Coll, Head of Business Development at O’Neil Global Advisors, brought their expertise to the #CMTSummit in Dubai this year. They shared cutting-edge insights about how our family of companies applies the O’Neil Methodology to discover alpha-generating ideas. Interested in learning more about how we leverage our data to drive investment success? Connect with us!