Posted Tue Jan 06, 04:06 pm ET by Paul Raman, CFA
Most -- if not all -- automakers are keeping an eye on joint venture and/or buyout opportunities within the industry in 2009.
Posted Mon Jan 05, 02:19 pm ET by Jason Napodano, CFA
We are generally positive on the pharmaceutical industry heading into 2009. We expect the majority of stocks to fair far better in 2009 than they did in 2008.
Posted Fri Jan 02, 12:42 pm ET by Neena Mishra
Ongoing turmoil in the financial markets has resulted in a highly challenging environment for the U.S. insurance industry, a trend that is expected to continue in 2009.
Posted Wed Dec 31, 01:08 pm ET by Mario Ricchio
Equipment orders are decelerating in almost every end-market -- from machines used in construction, infrastructure, agriculture to base metal projects.
Posted Tue Dec 30, 03:40 pm ET by Sean P. Smith
The lodging industry is facing significant challenges stemming from the economic recession, as both business and consumers are cutting back on travel expenditures.
Posted Mon Dec 29, 02:00 pm ET by Ann Northrop, CFA
Restaurants are typically early-cycle stocks, bottoming six-to-nine months before a turn in the economy.
Posted Fri Dec 26, 02:51 pm ET by Eric Rothmann
With financial institutions afraid of the potential of additional losses, their current Anaconda grip on lending only exacerbates the problem.
Posted Tue Dec 23, 04:39 pm ET by Neil Malkin
For the next 6 months, stocks in the coal industry will most likely meander around current levels until investors get a better sense of the health of the global economy.
Posted Wed Dec 17, 03:29 pm ET by Christopher Titus, CFA
Larger companies will find it easier to survive any future liquidity issues and acquire new technologies at cents on the dollar. We like BSX, BDX and BAX.
Posted Tue Dec 16, 03:44 pm ET by Paul Raman, CFA
Prices have peaked due to the record commodities run-up that has been stopped by slowing economies. Prices are falling in recent months.
Posted Mon Dec 15, 12:43 pm ET by Paul Raman, CFA
At these levels, fertilizer demand should be steady at worst, and with reduced capacity, prices should stay firm. The use of ethanol is fuel is also keeping prices high. We like Agrium and CF Industries.
Posted Fri Dec 12, 03:53 pm ET by Paul Raman, CFA
Costs for domestic producers is much higher than seen for foreign producers, and this is creating a loss of market share in the US.
Posted Thu Dec 11, 02:48 pm ET by Abdul Saleh
The current financial market fallout adds further uncertainty to their growth picture, with roughly 50% of market cap already shaved off for the BPO companies since the fallout.
Posted Wed Dec 10, 02:25 pm ET by Ann Heffron, CFA
The median year-to-date stock price has declined for all industries in the Zacks’ transportation universe.
Posted Tue Dec 09, 02:53 pm ET by Sheraz Mian
These operators do not require peak-cycle commodity prices to generate stellar results and have limited or no credit-market exposure.
Posted Mon Dec 08, 02:13 pm ET by Sean P. Smith
We expect the business consulting industry to face a challenging operating environment in the near term. Our Sells include EXBD, NCI and CRAI.
Posted Fri Dec 05, 01:57 pm ET by Greg Sukenik
While valuations are compelling, we have lowered our 2009 outlook; our 2009 FFO [funds from operations] estimates have been for the most part cut across the board. We consider EQR, HCP and CLI.
Posted Thu Dec 04, 02:36 pm ET by Grant Zeng, CFA
At this point, "cash is king" is the single most important factor to evaluate a biotech company, especially for smaller ones.
Posted Wed Dec 03, 12:36 pm ET by Ann Heffron, CFA
Non-US bank stocks have been hammered this year due to the financial problems that began in the US subprime mortgage market. We discuss UBS, RBS, LYG, BCS, STD and BBV.
Posted Tue Dec 02, 02:48 pm ET by Ian Gilson, CFA
For the electronics industry, it is not likely to be a Merry Xmas. We talk about Panasonic, Microsoft, Sony, Corning Glass, Circuit City, Apple, AT&T, Dell, Hewlett-Packard and NVIDIA.
Posted Mon Dec 01, 02:14 pm ET by David Weissman, CFA
The telecom industry is not immune from the equity market collapse. We discuss Qualcomm, China Mobile, Amdocs, Chunghwa, Embarq, CenturyTel and US Cellular.
Posted Fri Nov 28, 10:33 am ET by Peter Chua, CFA
With its low penetration rate of 34% and low ARPU (average revenue per user), in many cases less than $10 per month, the industry in this region should be more resilient to a downturn. We like Philippine Long Distance Telephone Company.
Posted Wed Nov 26, 03:34 pm ET by Tom Park
Many medical device companies have been also negatively impacted by the current economic slowdown. We discuss Immucor.
Posted Tue Nov 25, 03:55 pm ET by Sean P. Smith
While we don’t expect the demand picture to change anytime soon, some operating expense relief may ease the pain felt during the downturn.
Posted Mon Nov 24, 03:14 pm ET by Paul Raman, CFA
Demand for fertilizers is driven by crop plantings and crop prices, both of which are favorable. Economies of scale are important to keeping costs low.
Posted Fri Nov 21, 03:21 pm ET by Jason Napodano, CFA
Although not completely recession-proof, there are several key underlying characteristics that make the industry a good place to hide out in a down market.
Posted Thu Nov 20, 01:48 pm ET by Claudio Freitas, CFA
Latin America is widely regarded as a growth play in the equity markets -- as long as economic growth remains intact, Latin markets will keep on moving.
Posted Wed Nov 19, 04:16 pm ET by Mario Ricchio
As foreign economies deal with weaker exports to the U.S and Europe, industrial customers are cutting back on capital spending.
Posted Tue Nov 18, 04:26 pm ET by Rob Plaza, CFA
Consumer spending will remain subdued for the next few quarters, and that will lead to retailers’ earnings estimates declining for the next several months.
Posted Mon Nov 17, 05:20 pm ET by Paul Raman, CFA
There is a focus on automation and simplifying product lines to lower costs and benefit from economies of scale.
Posted Fri Nov 14, 03:15 pm ET by John Nelson Simon
It's a historical reality that, after every major skirmish since WWII, the country's direction with respect to defense spending has been altered. Whatever the new path might be, it will take time to figure it all out. We look at BA and URS.
Posted Wed Oct 22, 04:58 pm ET by Neena Mishra
We expect that the regulators will allow the weaker companies to fail and support the stronger firms to take over their assets.
Posted Tue Oct 21, 02:28 pm ET by Steven Ralston, CFA
Food, beverage, household products and cosmetics companies manufacture and market brand name consumable products, most of which are considered essential to daily life.
Posted Mon Oct 20, 04:33 pm ET by Ann Northrop, CFA
We expect consumer spending pressures to remain intense as the economy slows, unemployment climbs and many people have no savings to tap.
Posted Mon Oct 20, 03:55 pm ET by Abdul Saleh
The overwhelming majority of the current profit of corporate software companies is driven by maintenance, not license or consulting services.
Posted Tue Oct 14, 05:00 pm ET by Ian T. Gilson, PhD, CFA
On a worldwide basis, it is likely that lower economic growth and increasing unemployment will extend into the consumer electronics markets.
Posted Tue Oct 14, 04:26 pm ET by Paul Raman, CFA
We are neutral on the metals industry right now, as prices have peaked due to the record commodities run-up that has been stopped by a slowing economy.
Posted Tue Oct 14, 04:16 pm ET by Paul Raman, CFA
Selective opportunities exist based on falling raw material prices and a surging China and India increasing global demand.
Posted Tue Oct 14, 03:38 pm ET by Claudio Freitas, CFA
Latin America and the crisis: the new and the old Latin America are well represented in this crisis.
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