Posted Fri Jun 26, 05:44 pm ET by Sean P. Smith
With businesses in nearly every industry looking for ways to lower non-critical expenses, we expect the business consulting industry to face a challenging operating environment in the near term. We retain Sells on EXBD, NCI and CRAI.
Posted Thu Jun 25, 04:43 pm ET by Neena Mishra
A highly challenging environment for the U.S. insurance industry is expected to continue through the end of the current year, though some signs of improvement can be seen now. We have recently upgraded from Sell ratings HIG, PRS and PMI.
Posted Wed Jun 24, 04:15 pm ET by Neil Malkin
Although the rest of 2009 is likely to continue on a path of weak steel and electricity demand relative to 2008 levels, several factors should help lift the coal producers in 2010. We discuss Peabody, Arch Coal, Rio Tinto and Walter Energy.
Posted Tue Jun 23, 03:59 pm ET by Ken Nagy, CFA
Looking at industry bellwethers Intel and Texas Instruments' past quarterly results, it appears as though excess inventory has been worked off, and future quarters will likely look more like end-market demand.
Posted Mon Jun 22, 12:53 pm ET by Rob Plaza, CFA
Retailers are going to have a harder time beating estimates because expectations have climbed higher, while "less bad" results and cost cuts are already reflected in analyst estimates. We still favor Kroger, Safeway and GameStop.
Posted Fri Jun 19, 03:24 pm ET by Abdul Saleh
Shares of nearly all of the companies in the group got a boost immediately following the election results in India on May 17th. Shares of Patni Computers have appreciated the most, nearly 77% YTD (as of June 2nd), compared to the heavy-hitters in the industry: Infosys up 43.6% YTD, Wipro Inc. up 50.1% YTD, Cognizant Tech up 43.6% YTD and Tata Consultancy up 46.5% YTD.
Posted Wed Jun 17, 01:13 pm ET by Claudio Freitas, CFA
The outlook for Brazil remains quite encouraging. Brazil will lead the Latin American economic recovery. We recommend Vivo, Cemig, Petrobras and Embotelladora Andina.
Posted Tue Jun 16, 03:40 pm ET by Sean P. Smith
As the recession continues, hotel industry operating metrics are showing no signs of improvement, as both business and leisure travelers are cutting back. We are keeping Sells on Marriott and Starwood.
Posted Fri Jun 12, 03:54 pm ET by Neena Mishra
The worst of the credit crisis is now probably behind us, but the banking system is not yet out of the woods. We have upgraded Ocwen to a Buy, but retain Sells on Wilmington Trust, Zions Bancorp and Freddie Mac.
Posted Thu Jun 11, 04:12 pm ET by Steven Ralston, CFA
It is expected that stocks in the Consumer Staples sector will underperform as cyclical stocks discount the recovery from the global recession. We have Sells on Altria and Reynolds American.
Posted Wed Jun 10, 04:48 pm ET by Christopher Titus, CFA
We continue to recommend that investors focus on companies providing life-sustaining products. These should remain insulated from the current economic crisis. We like Boston Scientific, Becton Dickinson and St. Jude Medical.
Posted Tue Jun 09, 03:41 pm ET by Eric Rothmann
We continue to fail to see signs of enough positive catalysts to mitigate our negative outlook for the near-term prospects. We retain our Sell recommendations on the shares of Huntington Bancshares Inc., MGIC Investment Corporation and MBIA.
Posted Mon Jun 08, 03:15 pm ET by Jason Napodano, CFA
We would be cautious on three names in particular: Sanofi, AstraZeneca and Eli Lilly, as these are the three largest players in the sector that are likely to "go shopping."
Posted Fri Jun 05, 04:42 pm ET by Paul Raman, CFA
We upgrade the industry from Negative to Neutral, and have Buy recommendations for AutoZone and TRW Automotive.
Posted Thu Jun 04, 03:25 pm ET by Mario Ricchio
Monetary conditions have helped to put a bid into commodity prices. We would become more constructive on commodity stocks, such as Freeport McMoRan.
Posted Mon Jun 01, 03:40 pm ET by Paul Raman, CFA
Nearly 10% of chemical demand is directly tied to the housing sector, and an additional 10% is tied to the auto sector. We have Sells on Celanese and Eastman.
Posted Fri May 29, 04:52 pm ET by Grant Zeng, CFA
Biotech companies still face three major challenges: patent expiration, low research and development productivity, and generic competition. We like Myriad, Onyx, Dendreon and 3SBio.
Posted Thu May 28, 03:22 pm ET by Chris Kallos
Investor sentiment in healthcare continues to be driven by both Washington, DC and the state of the broader economy. We have Buys on Bioscrip, WellPoint and NovaMed.
Posted Wed May 27, 03:05 pm ET by Ian Gilson, CFA, Ph.D
The average US household spent $1,229 on consumer electronics in 2008, a drop of 12.5% from 2007. We see positives for Apple, but negatives for Sony.
Posted Tue May 26, 04:08 pm ET by David Weissman, CFA
We recommend selected net cash positive companies able to weather financial market volatility. Companies that match well with the aforementioned considerations include Tekelec, Kongzhong and China Mobile.
Posted Wed May 20, 04:39 pm ET by Sheraz Mian
Our view is that oil should be able to hold onto its recent gains and consolidate around current levels. We like Exxon, Schlumberger, Ensco and Weatherford.
Posted Tue May 19, 03:41 pm ET by Ann Heffron, CFA
Stock performance in the transportation sector has been very uneven, reflecting the varying fortunes of particular industries within the sector. Our Sell recommendations include OSG and CEA.
Posted Wed May 13, 03:50 pm ET by Paul Raman, CFA
Prices have peaked due to the record commodities run-up and also by slowing economies. We do, however, have Buys on DRD Gold and Harmony Gold.
Posted Tue May 12, 03:54 pm ET by Ann Heffron, CFA
We believe that banks in stable emerging economies, such as Chile, Brazil or India, may be more attractive investments. Our Buys are ITU, SAN and HDB.
Posted Mon May 11, 02:42 pm ET by Jon Kolb
We favor companies offering photovoltaics (PV) and large-scale concentrated solar power (CSP) and nuclear systems over other forms alternative energy such as biofuels, geothermal or hydropower. Our Buys include Entergy, FPL Group, Evergreen Solar, Energy Conversion Devices and SunPower.
Posted Thu May 07, 04:52 pm ET by Abdul Saleh
Historically speaking, the Semiconductor sector is able to manage and recover from periods of weak demand. We discuss ATML, TQNT, ANAD, BRCM and CY.
Posted Wed May 06, 12:20 pm ET by Sean P. Smith
Although the majority of attention regarding the current recession has focused on the consumer sector, business are being forced to cut back on expenditures as well. We have Sells on EXBD, NCI and CRAI.
Posted Fri May 01, 03:06 pm ET by Paul Raman, CFA
Changes may result in lower demand for US auto suppliers. Ford is likely to be a beneficiary, but Magna, Lear and American Axle may be headed for trouble.
Posted Thu Apr 30, 03:24 pm ET by Neil Malkin
Decreased demand for steel and electricity caused by a global recession has pushed global coal prices down off their highs of 2008. Our two Buys remain Peabody and Arch Coal.
Posted Wed Apr 29, 11:24 am ET by Rob Plaza, CFA
While there have been some signs that conditions have stabilized from the freefall in the fourth quarter of 2008, there haven’t been any real signs of improvement for retailers. We have Buys on Kroger and GameStop, but Sells on Oxford Industries and Cost Plus.
Posted Tue Apr 28, 03:22 pm ET by Ken Nagy, CFA
Firms that provide solutions to so-called "energy vampires" will outperform. Our favorite name in this arena is Power Integrations.
Posted Mon Apr 27, 04:45 pm ET by Claudio Freitas, CFA
We remain skeptical on commodity stocks -- or in other words, there are less risky and equally profitable (at least) alternatives in the Latin American domestic market. We like VIV and AKO.A, but not GGB.
Posted Fri Apr 24, 01:23 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 at least through the end of the current year. We have a Buy on PartnerRe, but Sells on Hartford and Primus.
Posted Thu Apr 23, 04:28 pm ET by Tom Park
Medical device companies have been more sensitive to this economy as a result of the additional impact from the credit crunch. We have a Buy on Immucor.
Posted Wed Apr 22, 11:53 am ET by Ann Northrop, CFA
Although the Zacks Casual Dining index is 30% from its high, there appears to be more downside risk than upside potential.
Posted Thu Apr 16, 04:11 pm ET by Grant Zeng, CFA
The major indices declined as much as 40% while the NASDAQ Biotech Index declined only 12.6% and the AMEX Biotech Index was down 17.7%. We like MYGN, ONXX and AMAG.
Posted Tue Apr 14, 03:33 pm ET by Mario Ricchio
We still see a challenging global economic backdrop and a less than robust environment for the Machinery sector. One possible opportunity is Freeport McMoRan.
Posted Mon Apr 13, 03:01 pm ET by Abdul Saleh
BPO companies were all under significant pressure even before the economic malaise, with a slowdown in its growth trajectory. We recommend Holds on Cognizant, Infosys and Wipro -- and a Sell on Satyam.
Posted Thu Apr 09, 03:53 pm ET by Christopher Titus, CFA
We continue to recommend that investors focus on companies providing life-sustaining products. We like STJ, BDX, BAX, BSX and BCR.
Posted Tue Apr 07, 12:47 pm ET by Steven Ralston, CFA
For now, concentrate on high quality companies with stable and consistent cash flow. Also, focus on stocks with high dividend yields. We like Estee Lauder, Sara Lee and Dean Foods.
Posted Thu Apr 02, 04:26 pm ET by Jason Napodano, CFA
Attractive valuations, along with big dividend yields, should protect investors against significant downside risk even if the economy continues to languish well into the second half of the year. Buy BMY, ABT and JNJ.
Posted Wed Apr 01, 02:32 pm ET by Neena Mishra
We maintain a Negative outlook on the U.S. Banks -- though we are now less negative than we were at the time of our earlier reports, as we see some signs of deceleration in the economic slowdown. We retain our Sells on WL, ZION, KEY, CMA and FRE.
Posted Tue Mar 31, 03:22 pm ET by Ian Gilson, CFA, Ph.D
All of the major markets are down year-to-year in dollar terms with many suppliers selling products at a loss. Apple Inc. is a Hold, and Sony remains a Sell.
Posted Mon Mar 30, 03:15 pm ET by Sean P. Smith
When evaluating hotel companies like Starwood and Marriott during this down cycle, we will be paying especially close attention to changes in average daily room rates as an indication of how quickly the sector may recover once the economy improves.
Posted Fri Mar 27, 03:58 pm ET by Ann Northrop, CFA
Our restaurant index’s rebound has been sharper than the broader market, in part because its fall was greater. We have Buys on DRI and BWLD, but Sells on BJRI and RRGB.
Posted Thu Mar 26, 03:54 pm ET by Eric Rothmann
While we remain negative over all, we would note our outlook has begun to improve a bit around the edges given the comparatively limited downside potential remaining for certain entities. We retain Sells on HBAN, ABK, MTG and MBI.
Posted Wed Mar 25, 03:11 pm ET by Peter Chua
The effect of a recession in the U.S. would be an economic slowdown in the region, but its effect on the telecom industry in the region would be less pronounced.
Posted Tue Mar 24, 03:38 pm ET by David Weissman, CFA
Depressed stock prices may make investment entry points more favorable at this juncture should stimulus plans improve worldwide economics. We like Qualcomm, Interdigital and Chunghwa Telecom, to name a few.
Posted Fri Mar 20, 02:24 pm ET by Paul Raman, CFA
Many chemical and fertilizer companies have excellent balance sheets and cash flows. We have Buys on Agrium and CF Industries, but a Sell on Georgia Gulf.
Posted Thu Mar 19, 04:16 pm ET by Paul Raman, CFA
Earnings are below expectations and have been for some time. Some of these companies may be bailout candidates, which would leave equity holders with no value. We have Sells on GM, F, AXL, LEA and TRW.
Posted Wed Mar 18, 03:41 pm ET by Sheraz Mian
With demand falling sharply due to worldwide economic problems, inventories started building at a faster rate since last fall.
Posted Tue Mar 17, 04:20 pm ET by Ann Heffron, CFA
Among the hardest hit have been airlines and equipment and leasing, where demand is dropping precipitously, reflecting the impact of the global economic slowdown. We have Sells on OSG, CEA and DRYS.
Posted Mon Mar 16, 04:08 pm ET by Greg Sukenik
Overall, REITs are still down 30% so far in 2009, well behind the S&P and Dow. The March mini-rally is nothing to get excited about and the sector could continue to sell off. We do continue to like Avalon Bay and Vornado, however.
Posted Thu Mar 12, 05:36 pm ET by Grant Zeng, CFA
Large biotech companies are doing OK since they have strong balance sheets to weather the current market turmoil and can generate revenue from product sales.
Posted Wed Mar 11, 04:09 pm ET by Paul Raman, CFA
There is higher consumption of metals in the Asia Pacific region, especially China and India. This is due to per capita consumption rising towards U.S./European levels. There are vastly improved balance sheets with solid liquidity. Among the Buy-recommended stocks in the space at this time includes AK Steel Holdings.
Posted Tue Mar 10, 01:02 pm ET by Paul Raman, CFA
Many chemical and fertilizer companies have excellent balance sheets and cash flows. This bodes well for the industry in this time of tightened credit and financial instability. Our Buy-recommended stocks include Agrium and CF Industries.
Posted Mon Mar 09, 04:36 pm ET by Paul Raman, CFA
Hybrid/alternative cars represent a source of growth in the future. Market share gains by hybrids/alternatives will be slow, and they are now only 4% of cars on the road. We have Sells on GM, F, KMX, AN and VSTN.
Posted Thu Mar 05, 04:59 pm ET by Ann Heffron, CFA
In response to the global financial crisis, governments have taken dramatic action to forestall the possibility of global meltdown.
Posted Wed Mar 04, 04:15 pm ET by Sean P. Smith
With businesses in nearly every industry looking for ways to lower non-critical expenses, we expect the business consulting industry to face a challenging operating environment in the near term. Our Sells include EXBD, NCI and CRAI.
Posted Mon Mar 02, 02:03 pm ET by Rob Plaza, CFA
Our negative view of the group is based on the weak economic environment, higher savings rates and de-leveraging in the financial system. We still like GME, PETS and KR, but are negative on CPWM and OSTK.
Posted Fri Feb 27, 03:17 pm ET by Ann Northrop, CFA
The eight-year deceleration in print advertising, fueled by a secular migration of readers to the Internet, has gone into free fall. We examine SSP, LEE, NYT and MNI.
Posted Thu Feb 26, 04:42 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. We give our views on PRE, PMI, PRS and HIG.
Posted Wed Feb 25, 12:50 pm ET by Claudio Freitas, CFA
Brazil has over US$200 billion in international reserves, a positive trade balance, a solid fiscal position, a healthy banking system and very high interest rates that will be reduced in the short-term to keep the economy growing.
Posted Tue Feb 24, 03:20 pm ET by Tom Park
Medical device companies have been more sensitive to this economy as a result of the additional impact from the credit crunch.
Posted Mon Feb 23, 04:18 pm ET by Neil Malkin
Decreased demand for steel and electricity caused by a global recession has pushed global coal prices down.
Posted Fri Feb 20, 02:59 pm ET by Ken Nagy, CFA
There are more products that use Semi Components (MP3, cellphone, automobile, "smart" houses). The potential exists for more commoditized products and ASP erosion.
Posted Thu Feb 19, 02:59 pm ET by Mario Ricchio
When looking at the global macro backdrop for industrial production and machinery orders amid weaker U.S consumption, we expect a continued slowdown in capital spending. We discuss Freeport McMoRan.
Posted Wed Feb 18, 04:27 pm ET by Ian Gilson, CFA, Ph.D
We expect continued declines in consumer electronics sales. The Super Bowl boost for HDTV sales may not be significant this year.
Posted Tue Feb 17, 04:02 pm ET by Abdul Saleh
It is widely expected that the true demand decline will bottom out at -20% y/y (best-case scenario), as we expect semi ASPs to largely remain on a stable curve. We look at Broadcom, Cypress, Atmel, Skyworks and Texas Instruments.
Posted Fri Feb 13, 01:33 pm ET by Steven Ralston, CFA
Stocks in the Consumer Staples sector have traditionally performed better than the stock market, and especially cyclical companies, during market declines. We discuss Estee Lauder, Dean Foods, Sara Lee and Molson Coors.
Posted Thu Feb 12, 03:34 pm ET by Neena Mishra
Lower lending activity will continue to hurt the margins, though the low interest rate environment should be beneficial. We cite WL, KEY, ZION, CMA and FRE.
Posted Wed Feb 11, 12:57 pm ET by Christopher Titus, CFA
Companies providing life-sustaining products should remain insulated from the current economic crisis, as target patients are unable to forgo these procedures. We like STJ, BAX, BDX, BSX and BCR.
Posted Tue Feb 10, 01:22 pm ET by Jason Napodano, CFA
We struggle to see a broad-based out-performance for the large-cap pharmaceutical sector in 2009.
Posted Mon Feb 09, 01:48 pm ET by Eric Rothmann
Financial institutions remain afraid of the potential for additional losses, but continuing their anaconda grip on lending only exacerbates the problem. We highlight Huntington Bancshares, MBIA and MGIC Investment Corp.
Posted Fri Feb 06, 05:07 pm ET by Sean P. Smith
As the recession continues, hotel industry operating metrics are showing no signs of improvement as both business and leisure travelers are cutting back. We take a look at Starwood and Marriott.
Posted Wed Feb 04, 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 Tue Feb 03, 02:33 pm ET by Chris Kallos
President Obama recently cited inefficiencies of Medicare Advantage plans, which would suggest changes to Medicare and Medicaid will be high on the to-do list.
Posted Mon Feb 02, 03:43 pm ET by David Weissman, CFA
As we start the first quarter of 2009, we note further disappointment with respect to stock performance in the telecom sector. However, we have Buys on DCM, QCOM, CHT and IDCC.
Posted Fri Jan 30, 02:32 pm ET by Ann Heffron, CFA
Stock performance in the transportation sector has been very uneven, reflecting the varying fortunes of particular industries within the sector.
Posted Wed Jan 28, 12:10 pm ET by Sheraz Mian
With the heating season halfway through and visibility on the economy’s front still elusive, we expect continued downward pressure on oil and natural gas prices.
Posted Tue Jan 27, 03:37 pm ET by Abdul Saleh
The Business Process Outsourcing (BPO) companies were all under significant pressure even before the economic malaise with a slowdown in its growth trajectory for 2009.
Posted Mon Jan 26, 12:13 pm ET by Greg Sukenik
As the government continues to work through the banking crisis, volatility will remain in the coming months.
Posted Fri Jan 23, 02:42 pm ET by Grant Zeng, CFA
With no sign of stabilization any time soon for current financial and economic conditions, the biotech industry will be divided in the early part of 2009.
Posted Thu Jan 22, 04:37 pm ET by Ann Northrop, CFA
Newspapers have fared far worse than magazines, as web-based news options have proliferated in recent years.
Posted Thu Jan 08, 12:36 pm ET by Claudio Freitas, CFA
It seems that the scenario is not bad for basic material producers -- it is undeniable that economic growth in the near future will be very commodity-intensive.
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 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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