Posted Thu May 17, 05:26 pm ET by Sejuti Banerjea
Gone are the days when component suppliers were limited by a maturing market, worsened by commoditization and corresponding pricing pressures.
Posted Mon May 14, 04:16 pm ET by Zacks Equity Research
The big defense operators armed with a strong balance sheets are expanding their operations inorganically through acquisitions.
Posted Thu May 10, 02:02 pm ET by Zacks Equity Research
The chemical industry is well placed to reap the benefits of the emerging market tailwind in 2012, with Asia holding the magic wand for growth.
Posted Mon May 07, 03:10 pm ET by Kalyan Nandy
U.S. banks appear well placed to perform relatively better through the remainder of 2012 on lesser pressure on trading income, uninterrupted expense control and a slowdown in the provision for credit losses.
Posted Fri May 04, 03:23 pm ET by Zacks Equity Research
Though the airlines have not yet released their global 2011 actual profit numbers, the IATA projects that the industry should earn profits of $7.9 billion. This is up from the previous projection of $6.9 billion.
Posted Tue May 01, 01:28 pm ET by Zacks Equity Research
Group bookings appear to be gaining momentum and the companies registered strong advance bookings and pricing for 2012 and beyond.
Posted Thu Apr 26, 03:05 pm ET by Zacks Equity Research
The effects of the genericization will be felt mostly in 2012, which will be a challenging year for several companies.
Posted Mon Apr 23, 03:10 pm ET by Zacks Equity Research
The importance of coal as a source of generating power has increased over time with the rise in industrialization. In due course, alternatives to coal for generating power have now curbed the dominance of coal to some extent.
Posted Thu Apr 19, 03:46 pm ET by Zacks Equity Research
Facing its share of problems related to a sluggish economic recovery, uncertainty surrounding the health care reform law and increased regulatory control, the industry remains profitable.
Posted Tue Apr 17, 03:59 pm ET by Zacks Equity Research
A combination of factors has helped the listed REIT sector to stand out and gain critical mass over the past 15 to 20 years, the most notable among them being a healthy dividend payout.
Posted Wed Apr 11, 03:01 pm ET by Zacks Equity Research
The broader markets have showcased signs of a better pace of recovery and have thus infused hopes of a better economic scenario going forward.
Posted Tue Apr 03, 05:19 pm ET by Zacks Equity Research
A major growth area in this space is Solar Energy. The U.S. has a lot of catching up to do, despite enormous potential, to get anywhere close to the global leaders.
Posted Wed Mar 28, 04:45 pm ET by Zacks Equity Research
According to the World Steel Association, world crude steel production was a record 1,527 million tons (Mt) in 2011.
Posted Mon Mar 26, 01:20 pm ET by Zacks Equity Research
Though the group has been a laggard as momentum returned to the market over the last three months, in 2011 the index grew 10.5% versus a flat finish for the S&P 500.
Posted Tue Mar 20, 03:50 pm ET by Zacks Equity Research
The auto industry is highly concentrated. The top-10 global automakers account for roughly 80% of the worldwide production and nearly 90% of total vehicles sold in the U.S.
Posted Thu Mar 15, 05:06 pm ET by Zacks Equity Research
In an industry plagued with rising energy and raw material costs, increasing productivity and reducing costs are the keys to success.
Posted Tue Mar 13, 04:31 pm ET by Zacks Equity Research
Restaurant operators have managed to post improved results in the last few months on the back of modest traffic improvement and the consequent rise in comparable store sales.
Posted Tue Mar 06, 03:22 pm ET by Zacks Equity Research
Although the industry is still saddled with a unfavorable macro environment, it is expected to fare relatively better in 2012 thanks to several attractive growth opportunities and healthy tailwinds including improving hospital spending, emerging markets and pent-up demand.
Posted Fri Mar 02, 03:31 pm ET by Zacks Equity Research
An unprecedented growth of high-speed mobile Internet traffic, particularly for wireless data and video, has transformed this industry into the most evolving, inventive, and keenly contested industry.
Posted Wed Feb 29, 02:14 pm ET by Kalyan Nandy
But thanks to the worldwide regulatory reform, the sector has at least entered a transformation phase. Needless to mention, a change is yet to be felt.
Posted Wed Feb 22, 01:00 pm ET by Sejuti Banerjea
The Electronic Commerce, or e-commerce, industry is one of the fastest moving sectors of the economy.
Posted Wed Feb 15, 01:31 pm ET by Zacks Equity Research
Changing consumer preferences and the advent of new and innovative technologies have been altering the way news is read and offered.
Posted Fri Feb 10, 03:25 pm ET by Kalyan Nandy
The impact of a series of natural disasters in 2011 and the ongoing economic uncertainty is still quite palpable in the performance of U.S. insurers.
Posted Tue Feb 07, 03:48 pm ET by Zacks Equity Research
Crude oil's near-term fundamentals remain mixed, to say the least. Shale gas is a quiet revolution that has been reshaping the energy business.
Posted Fri Feb 03, 04:06 pm ET by Zacks Equity Research
Solid commodities volumes, effective cost management, and improved rail efficiency have helped U.S railroads to continue their strong performance.
Posted Wed Feb 01, 02:07 pm ET by Sejuti Banerjea
Consumers bought less enthusiastically this year than in past years, due to fears of the recession continuing.
Posted Thu Jan 26, 04:17 pm ET by Zacks Equity Research
Defense spending by governments is the major source of revenue for the top nine global aerospace companies, with the U.S. accounting for more than 40% of the total global defense spending.
Posted Tue Jan 24, 02:32 pm ET by Zacks Equity Research
The U.S. chemicals industry will experience more moderate production increases in 2012 after a strong post-recession recovery.
Posted Thu Jan 12, 12:09 pm ET by Kalyan Nandy
The potency of the sector is not expected to return to its pre-recession peak anytime soon. The economic intricacy may even result in further disappointments in the upcoming quarters.
Posted Tue Jan 10, 03:49 pm ET by Zacks Equity Research
Major carriers experienced declining year-over-year earnings and revenues in 2011. Unfortunately, we foresee a similar scenario in 2012.
Posted Tue Jan 03, 04:19 pm ET by Zacks Equity Research
Group bookings appear to be gaining momentum and the companies registered strong advance bookings and pricing for 2012 and beyond.
Posted Wed Dec 28, 01:33 pm ET by Zacks Equity Research
With 2011 coming to an end, the pharmaceutical industry continues to face challenges like sluggish prescription trends, EU pricing pressure, intensifying generic competition, pipeline failures and limited late-stage catalysts.
Posted Wed Dec 21, 03:27 pm ET by Zacks Equity Research
REITs managed to raise capital to pay off debt, owing to a large inflow of funds as institutional investors allocated more "dry powder" to the industry, making them an increasingly attractive investment proposition.
Posted Thu Dec 15, 05:35 pm ET by Zacks Equity Research
U.S. health expenditures account for about 18% of U.S. GDP. Money spent per person on healthcare in the United States is more than in any other nation in the world
Posted Tue Dec 13, 04:44 pm ET by Zacks Equity Research
Like all commodity sectors, the fortunes of the coal industry are also closely tied to the health of the global economy.
Posted Fri Dec 09, 04:09 pm ET by Zacks Equity Research
Does the start of holiday sales suggest a break from the phase when US consumers were reeling under a series of macro-economic shocks?
Posted Thu Dec 01, 01:52 pm ET by Zacks Equity Research
About 10 global automakers account for over 77% of the production worldwide and 13 automakers account for more than 90% of total vehicles sold in the U.S.
Posted Tue Nov 29, 01:48 pm ET by Zacks Equity Research
According to the WSA, world crude steel production was 124 million metric tons in September 2011, up 9.7% year over year.
Posted Tue Nov 22, 12:45 pm ET by Zacks Equity Research
Restaurant operators have managed to post improved results riding on the back of modest traffic improvement and the consequent rise in comparable-store sales.
Posted Tue Nov 15, 04:11 pm ET by Zacks Equity Research
We see growth potential in companies dealing with cardiovascular devices, neuro and radiation oncology products.
Posted Thu Nov 10, 02:58 pm ET by Zacks Equity Research
The largest segment of the global metals market is iron and steel followed by aluminum. The iron and steel segment comprises more than half the industry in terms of volume.
Posted Tue Nov 01, 11:53 am ET by Kalyan Nandy
The global banking industry is still a sorry sight, and its near term looks even worse with several negatives like asset-quality troubles, weak revenue growth, steeper costs and weak loan demand.
Posted Wed Oct 19, 05:13 pm ET by Zacks Equity Research
Global oil consumption is expected to get a boost from the sustained strength in the major emerging powers like India and China that continue to grow at a healthy rate.
Posted Thu Oct 13, 01:31 pm ET by Zacks Equity Research
Stocks in the Consumer Staples sector performed their traditional defensive role as the broader equity markets came under pressure in response to concerns over Europe's sovereign debt crisis and a weak U.S. economy.
Posted Tue Oct 04, 03:30 pm ET by Zacks Equity Research
Though financials of U.S. insurance companies are still not strong enough to soak up losses from catastrophic events such as the recent Hurricane Irene, which affected a wide area of the U.S. East Coast, tight market conditions and a favorable rate environment on steady demand growth could significantly offset the damages.
Posted Fri Sep 30, 04:03 pm ET by Zacks Equity Research
The REIT market has been driven by an increased inflow of funds as institutional investors allocated more capital to the industry.
Posted Tue Sep 27, 04:13 pm ET by Zacks Equity Research
According to the data released by the Newspaper Association of America, online advertising revenue climbed 8% in second-quarter 2011 to $803 million from $744 in the prior-year quarter, reflecting a sixth consecutive quarter of growth.
Posted Thu Sep 22, 05:00 pm ET by Zacks Equity Research
The pharmaceutical industry continues to be impacted by major issues such as sluggish prescription trends, European Union (EU) pricing pressure, intensifying generic competition and limited late-stage catalysts.
Posted Tue Sep 20, 04:48 pm ET by Zacks Equity Research
The U.S. Freight Railroads have been able to keep up the momentum despite facing unusual weather conditions and an extremely volatile U.S. economy.
Posted Fri Sep 16, 04:43 pm ET by Zacks Equity Research
The US chemical industry produces 19% of the world's chemicals output, amounting to $689 billion. The industry directly employs over 800,000 people nationwide.
Posted Tue Sep 13, 03:26 pm ET by Sejuti Banerjea
Industry watchers contended that the strength in the first half was more on account of pent-up demand than the beginning of another growth phase.
Posted Wed Sep 07, 01:37 pm ET by Zacks Equity Research
The industry is expected to fare relatively better this year thanks to several tailwinds and growth opportunities.
Posted Thu Sep 01, 03:30 pm ET by Zacks Equity Research
The industry has been witnessing a return of business travelers and a growing demand for leisure, though concerns about the health of the U.S. economic recovery pose some risks to this outlook.
Posted Tue Aug 30, 01:37 pm ET by Zacks Equity Research
Given the growing debate over deficits and spending cuts, the outlook for defense outlays remains quite uncertain.
Posted Fri Aug 26, 04:19 pm ET by Zacks Equity Research
To remain competitive, automakers will need to design vehicles that will meet the requirements of consumers in both mature and emerging markets.
Posted Tue Aug 23, 03:03 pm ET by Zacks Equity Research
This year, the ongoing market turmoil, natural calamities as well as rising fuel prices have stalled the recovery and hit hard the industry’s profitability.
Posted Thu Aug 11, 03:53 pm ET by Zacks Equity Research
Along with improving results in recent quarters, a major recovery in the asset markets, improving balance sheets and declining credit costs promise growth for the U.S. banking sector.
Posted Tue Aug 09, 05:40 pm ET by Zacks Equity Research
The retail industry is well positioned to face another year of challenges and utilize to the fullest the opportunities made available by the economic recovery.
Posted Fri Aug 05, 03:57 pm ET by Zacks Equity Research
Several health insurers posted strong second-quarter results and raised their full-year outlooks. Most of these gains reflected higher enrollment figures, organizational changes and fewer regulatory reform-related losses.
Posted Tue Jul 26, 03:59 pm ET by Zacks Equity Research
The growth outlook of alternative energy companies is inversely related to the prices of petroleum products and directly related to the fortunes of the economy.
Posted Tue Jul 19, 04:53 pm ET by Zacks Equity Research
The long-term outlook for oil remains favorable, given the commodity's constrained supply picture.
Posted Wed Jul 06, 01:22 pm ET by Zacks Equity Research
Though the growth potential of some non-U.S. banks could be subdued due to higher reserve requirements, increased property taxes and strict lending limits as part of the regulatory overhaul, greater transparency in regulation could strengthen the fundamentals of many banks.
Posted Thu Jun 30, 05:16 pm ET by Zacks Equity Research
The focus for M&A activity shifted from business growth to business survival, as companies looked to safeguard their teetering balance sheets rather than seeking expansion.
Posted Tue Jun 28, 05:38 pm ET by Zacks Equity Research
The World Steel industry is rather concentrated in structure, with a few producers accounting for the lion’s share of sales.
Posted Fri Jun 24, 04:20 pm ET by Zacks Equity Research
An unprecedented growth of high-speed mobile Internet traffic, particularly for wireless data and video, has transformed this industry into the most evolving, inventive and keenly contested industry.
Posted Wed Jun 22, 04:22 pm ET by Zacks Equity Research
The global medical devices industry is fairly large, intensely competitive and highly innovative, with estimated worldwide sales of more than $300 billion in 2011.
Posted Thu Jun 16, 03:51 pm ET by Zacks Equity Research
The Electronic Commerce, or e-commerce, industry is one of the most developing sectors of the economy. The industry is evolving very rapidly, so data collection and evaluation are particularly difficult.
Posted Tue Jun 14, 05:18 pm ET by Zacks Equity Research
The next five years are expected to reflect a significant imbalance between new product introductions and patent losses.
Posted Fri Jun 10, 03:01 pm ET by Zacks Equity Research
The publishing industry has long been grappling with sinking advertising revenue, and the recent global economic meltdown has worsened the situation.
Posted Wed Jun 08, 02:18 pm ET by Zacks Equity Research
The U.S. Real Estate Investment Trust (REIT) industry has sustained the improving trend this year, driven by a largely increased inflow of funds as institutional investors allocated more capital to the industry.
Posted Fri Jun 03, 05:18 pm ET by Zacks Equity Research
Consumer staple stocks have started shining again as concerns about the economy's growth momentum have taken center stage.
Posted Tue May 31, 03:53 pm ET by Zacks Equity Research
Most health insurers are moving into a third year of record profits, which has been augmented in recent months by a lingering recessionary mindset among Americans who are postponing medical treatment.
Posted Fri May 27, 04:42 pm ET by Zacks Equity Research
The hotels and lodging industry seems to be back in demand, thanks to the gradual global economic recovery. The industry has been witnessing a return of business travelers and a growing demand for leisure.
Posted Tue May 24, 03:57 pm ET by Zacks Equity Research
The recent economic crisis provided the impetus for a massive structural change in the auto industry, setting the stage for growth over the next decade.
Posted Fri May 20, 01:39 pm ET by Zacks Equity Research
In the first quarter of 2011, the U.S. rail carload volume was up nearly 5.3% compared to the prior-year.
Posted Wed May 18, 12:13 pm ET by Zacks Equity Research
Apprehensions about soaring U.S. crude stocks -- currently at their highest level in two years -- and worries that China's tightening monetary policy in response to inflationary pressures may bring down its growth momentum.
Posted Thu May 12, 04:44 pm ET by Zacks Equity Research
Chemicals are a nearly $3 trillion global business, and the European Union (EU) and U.S. chemical companies are the world's largest producers.
Posted Thu May 05, 04:01 pm ET by Zacks Equity Research
After enduring stress with respect to pricing pressure and reduced insured exposure through mid-2009, the overall health of the U.S. insurance industry has improved to some extent in recent quarters.
Posted Tue May 03, 02:31 pm ET by Kalyan Nandy
A major recovery in the asset markets, improving balance sheets and declining credit costs promise growth for the U.S. banking sector.
Posted Wed Apr 20, 05:48 pm ET by Sejuti Banerjea
Perhaps the biggest driver of business is the growth in the data center segment, which has increased focus on servers, storage and networking equipment that consume semiconductors of the high-end variety.
Posted Mon Apr 18, 04:54 pm ET by Zacks Equity Research
Companies appear to be in a good position to take advantage of an improved economy as evident from their capital budgets.
Posted Tue Apr 12, 03:17 pm ET by Zacks Equity Research
The International Air Transport Association (IATA) expects 2011 profits softening to the level of $8.6 billion from its previous expectation of $9.1 billion.
Posted Thu Apr 07, 03:38 pm ET by Zacks Equity Research
While challenges no doubt still abound, retailers appear to be in a good position to take advantage of a much improved economy.
Posted Thu Mar 31, 04:02 pm ET by Zacks Equity Research
The MedTech industry was hit by several macro headwinds in 2010, but the industry is expected to fare better this year due to several tailwinds and growth opportunities.
Posted Tue Mar 29, 04:00 pm ET by Zacks Equity Research
The momentum is expected to remain strong in 2011. The Telecommunications Industry is identified as a major driver of the global economic recovery.
Posted Fri Mar 25, 02:35 pm ET by Zacks Equity Research
Automotive and construction markets have been the largest consumers of metals, accounting for more than 50% of total demand.
Posted Wed Mar 23, 03:26 pm ET by Zacks Equity Research
We expect global steel demand to improve only gradually, in line with the recovery in the user industries.
Posted Wed Mar 16, 04:56 pm ET by Zacks Equity Research
The emerging situation in Japan that has given the nuclear industry a black eye is a net positive for the coal industry.
Posted Thu Mar 10, 04:29 pm ET by Zacks Equity Research
To remain competitive, automakers will need to design vehicles that meet the requirements of consumers in both mature and emerging markets.
Posted Tue Mar 08, 01:26 pm ET by Zacks Equity Research
A major growth area in this space is Solar Energy. The U.S. has a lot of catching up to do, despite enormous potential, to get anywhere close to the global leaders.
Posted Wed Mar 02, 02:30 pm ET by Zacks Equity Research
The pharmaceutical industry continues to witness major challenges like sluggish prescription trends, EU pricing pressure, intensifying generic competition, pipeline failures and limited late-stage catalysts.
Posted Wed Feb 23, 03:54 pm ET by Zacks Equity Research
The U.S. Real Estate Investment Trust (REIT) industry continued its growth momentum in fiscal 2010 with sustained improvements in the economy, driven by a spurt in real estate fundamentals and an increased inflow of funds as institutional investors have allocated more capital to the industry.
Posted Thu Feb 17, 04:48 pm ET by Zacks Equity Research
The newspaper companies are transforming their business models to better position themselves in a multi-platform media universe.
Posted Tue Feb 15, 04:54 pm ET by Zacks Equity Research
Though the malice spread by the financial crisis is behind us, banks are now dealing with regulatory pressures now that they have been rescued by taxpayers' money and government intervention.
Posted Tue Feb 08, 01:30 pm ET by Zacks Equity Research
A primary focus of the health insurance industry will be medical loss ratio compliance provisions of the Health Care Reform Act which has become effective in 2011.
Posted Thu Feb 03, 05:28 pm ET by Zacks Equity Research
The industry has been witnessing a return of business travelers, with a rising demand for leisure. However, the rate of improvement in room rates still lags.
Posted Wed Feb 02, 02:58 pm ET by Zacks Equity Research
An improving U.S. economy, a significant surge in automotive shipments, and a sharp rebound in many end-markets are expected to fuel the future growth of the Railroad industry.
Posted Thu Jan 27, 03:08 pm ET by Zacks Equity Research
The improving economic scene, both here in the U.S. as well as worldwide, had been the main driver of the oil rally that saw the commodity zoom past the $90 per barrel level earlier this year.
Posted Tue Jan 25, 03:23 pm ET by Zacks Equity Research
Domestically, chemical production volumes have increased across all regions of the United States in 2010, reversing the steep declines experienced in 2008 and 2009.
Posted Fri Jan 21, 03:53 pm ET by Zacks Equity Research
Revenue and profits of U.S. carriers are increasing with a surge in ticket demand, higher fares as well as improved revenues collected from extra fees.
Posted Tue Jan 18, 04:12 pm ET by Zacks Equity Research
A major growth area in this space is Solar Energy. The U.S. has a lot of catching up to do, despite enormous potential, to get anywhere close to the global leaders.
Posted Thu Jan 13, 03:53 pm ET by Zacks Equity Research
Although a major recovery in the asset markets has been witnessed in recent quarters, the outlook for the U.S. banking industry remains in question due to several negatives.
Posted Tue Jan 11, 04:52 pm ET by Zacks Equity Research
We expect restaurant companies to continue delivering better numbers in the upcoming quarters. Encouraging guidance delivered by most of the companies also indicate a return to positive comps.
Posted Wed Dec 29, 04:15 pm ET by Zacks Equity Research
The big operators, in order to counter defense budget cuts, will most likely target mergers and acquisitions to bolster their operating prospects.
Posted Tue Dec 21, 04:30 pm ET by Zacks Equity Research
With the third quarter results, consumer spending failed to pick up in line with normal seasonality and holiday buildups dropped below expectations. We are favorable on ARMH, QCOM, TXN, TSM and UMC.
Posted Wed Dec 15, 05:16 pm ET by Zacks Equity Research
With the economic backdrop steadily improving, albeit at a very slow pace, the outlook for the holiday shopping season has brightened. We prefer ANF, JWN, LTD.
Posted Mon Dec 06, 04:57 pm ET by Zacks Equity Research
The U.S. medical devices industry continues to grow at a brisk rate, thanks to an aging Baby Boomer population, high unmet medical needs and increased incidence of lifestyle diseases.
Posted Thu Nov 18, 04:05 pm ET by Zacks Equity Research
Although we are not out of the woods yet, and a full-phased upswing may take longer to establish than previously expected, the Telecommunications Industry will be a key player in the economic recovery.
Posted Tue Nov 16, 04:21 pm ET by Zacks Equity Research
Though the worst of the financial crisis is behind us, there remain major challenges following the intervention of governments to rescue and stabilize the global banking system.
Posted Thu Nov 11, 04:55 pm ET by Zacks Equity Research
Despite the fall in newspaper circulation, some companies are reporting higher revenue from circulation due to the increase in subscription and newsstand prices.
Posted Tue Nov 09, 04:49 pm ET by Zacks Equity Research
The pharmaceutical industry continues to witness major challenges like sluggish prescription trends, EU pricing pressure, intensifying generic competition and limited late-stage catalysts. The next five years are expected to reflect a significant imbalance between new product introductions and patent losses.
Posted Wed Nov 03, 04:09 pm ET by Zacks Equity Research
To remain competitive, automakers will need to design vehicles that will meet the requirements of consumers in both mature and emerging markets.
Posted Fri Oct 29, 04:58 pm ET by Zacks Equity Research
With the global economy picking up in late 2009, the steel industry started seeing signs of improvement. However, given its economic sensitivity, we expect global steel demand to improve only gradually, in line with the recovery in the user industries, especially automotive and residential construction
Posted Tue Oct 26, 04:28 pm ET by Zacks Equity Research
The improving economic scene, both here in the U.S. as well as worldwide, had been the main driver of the oil rally that saw the commodity zoom past the $85 per barrel level earlier this year. We like PBR, ACGY, CLB, HAL and PTEN.
Posted Wed Oct 20, 04:36 pm ET by Zacks Equity Research
Coal production in 2011 is estimated to improve 1.8%. At the current rate of recovery, the EIA estimates that the world coal consumption will rebound, returning to its pre-recession level (2008 level) by 2013.
Posted Fri Oct 15, 04:38 pm ET by Zacks Equity Research
We expect a slow recovery in global chemical production after a sharp decline in the last couple of years. The recovering global economy has resulted in improved demand for chemicals in several end markets. We like DOW, AGU, CF, DD and PPG.
Posted Tue Oct 12, 03:49 pm ET by Zacks Equity Research
The recovery in the economy has seen a return of business travelers, with a rising demand for leisure. However, the rate of improvement in room rates still lags. We are favorable on HMIN, IHG and WYN.
Posted Thu Oct 07, 08:14 am ET by Zacks Equity Research
The U.S. Real Estate Investment Trust (REIT) industry gained its momentum back in the fiscal 2010 third quarter, after lackluster results in the second quarter that was preceded by two strong back-to-back performances in first quarter 2010 and fourth quarter 2009.
Posted Fri Oct 01, 01:57 pm ET by Zacks Equity Research
An improving U.S. economy, massive surge in automotive shipments, and a sharp rebound in many end-markets are expected to fuel the future growth of the railroad industry. We are favorable on UNP, KSU, CSX, NSC and CP.
Posted Tue Sep 28, 05:51 pm ET by Zacks Equity Research
We believe consolidation is a major opportunity for most air carriers to enhance their revenues, cost performance relative to peers and competitive position going forward. We are favorable on DAL, UAUA, AMR, JBLU and LUV.
Posted Wed Sep 22, 03:24 pm ET by Zacks Equity Research
The overall chemical industry is in a consolidation mode, driven by the need for creating scale economies in operations, supply-chain management and capital market needs. We like DOW, AGU and CF.
Posted Thu Sep 16, 05:27 pm ET by Zacks Equity Research
The health care industry is currently undergoing a period of tremendous uncertainty due to the implications of the recent Health Care Reform Act -- named the PPACA -- after it becomes fully effective. We remain favorable on CIGNA and UnitedHealth.
Posted Tue Sep 14, 04:13 pm ET by Zacks Equity Research
The economic recovery post-downturn still remains fragile and requires a boost from a sustained and significant improvement in jobs creation and income growth. A turnaround in the jobs and income scenario will finally outweigh other drags such as tighter credit. We are favorable on GPS and LTD.
Posted Tue Aug 31, 04:36 pm ET by Zacks Equity Research
While the slow economic recovery is a significant factor in short-term decisions regarding M&A activity, mining companies expect to make acquisitions over the next three years.
Posted Thu Aug 26, 04:18 pm ET by Zacks Equity Research
While stock prices of alternative energy companies have recovered from their lows, valuations still remain quite attractive by historical standards. We are partial to CSUN, LDK, RSOL, SOL, and SOLF.
Posted Tue Aug 24, 05:42 pm ET by Zacks Equity Research
With a slew of new products, the big three players (MDT, BSX and STJ) in the implantable cardioverter defibrillator (ICD) market are well positioned to gain market share, despite the sluggish business environment.
Posted Thu Aug 19, 12:34 pm ET by Zacks Equity Research
The banking system is not yet out of the woods, as there are persistent problems that need to be addressed by the government before shifting the strategy to growth.
Posted Thu Aug 05, 05:53 pm ET by Zacks Equity Research
The second half of 2010 should continue to bring gradual improvements to restaurant industry fundamentals.
Posted Tue Aug 03, 01:09 pm ET by Zacks Equity Research
After enduring stress with respect to pricing pressure and reduced insured exposure through mid-2009, the overall health of the U.S. insurance industry has improved to a great extent in 2010. We are positive on AIG, UAM, UTR, AFL and EIG.
Posted Wed Jul 28, 05:14 pm ET by Zacks Equity Research
With the wars in Iraq and Afghanistan expected to wind down in the coming years, core defense spending is also expected to follow that trend. LMT, BA and NOC are the biggest players in this group.
Posted Thu Jul 22, 05:31 pm ET by Zacks Equity Research
Far too many factors weigh on oil prices -- from OPEC decisions and geostrategic tensions to the value of the U.S. dollar and seasonal variables -- to definitively size up each one of them for their respective impact on prices. We are favorable on PBR, PTR, FTI, PTEN and HP.
Posted Tue Jul 20, 05:30 pm ET by Zacks Equity Research
The next five years are expected to reflect a significant imbalance between new product introductions and patent losses. But we do like ABC and ACL.
Posted Tue Jul 13, 03:09 pm ET by Zacks Equity Research
The recent economic crisis has provided an impetus to a massive structural change in the auto industry, setting the stage for growth over the next decade. We see some opportunities with Honda and Ford.
Posted Thu Jul 08, 03:52 pm ET by Zacks Equity Research
Though the worst of the financial crisis is behind us, there remain major political challenges following the intervention of governments to rescue and stabilize the global banking system. We have Strong Buys on BCH and BMA.
Posted Tue Jul 06, 12:28 pm ET by Zacks Equity Research
The circulation of newspapers was falling by less than 1%, but the rate of decline jumped to 2% in 2005, 3% in 2007 and 4% in 2008, with more and more readers migrating to the Internet. That said, we are favorable on MNI and NYT.
Posted Thu Jul 01, 04:37 pm ET by Zacks Equity Research
The U.S. Real Estate Investment Trust (REIT) industry that witnessed two strong back-to-back performances in first quarter 2010 and fourth quarter 2009 somewhat lost its momentum in its fiscal 2010 second quarter. We are positive, however, on UDR, AGNC and SPG.
Posted Tue Jun 29, 04:07 pm ET by Zacks Equity Research
Steel demand in the U.S. was down 41.6% in 2009 at 57.4 million tons. However, with the economy in recovery mode, the industrial sector is expected to drive a 26.5% increase steel demand in the U.S. in 2010. We like NUE, AKS, ATI and STLD.
Posted Thu Jun 24, 05:05 pm ET by Zacks Equity Research
The hotels and lodging industry is experiencing an increase in demand. The operating metrics are looking up, and year-over-year comparisons are becoming easier as the operating environment was significantly stressed in the prior year. We like Starwood and Marriott.
Posted Tue Jun 22, 04:48 pm ET by Zacks Equity Research
Our near-term (6-18 months) outlook for the coal industry has improved somewhat from our previous neutral sentiment to a more positive undertone. We are positive on BTU, CNX, WLT and ACI.
Posted Fri Jun 18, 04:10 pm ET by Zacks Equity Research
We believe that the overall economic dynamics may shift in favor of the telecommunications industry, although at a very slow pace, primarily due to its basic nature of being a major infrastructure product for both emerging and developed nations. We like BCE, CenturyTel and Qualcomm, among others.
Posted Tue Jun 15, 12:20 pm ET by Zacks Equity Research
Although the macro picture has improved, the recovery appears to be sluggish and fragile, at least over the next few quarters. Our long-term outlook for rail transport is positive, especially for KSU, CSX and CNI.
Posted Thu Jun 10, 05:37 pm ET by Zacks Equity Research
Many of the apparel retail chains have benefited even in the tough macro economic environment. In this group, we prefer Gap, Inc. and Limited Brands.
Posted Tue Jun 08, 03:40 pm ET by Zacks Equity Research
With the global economy continuing to improve, there is steady improvement in demand for air travel as well as cargo since the beginning of 2010. We are partial toward UAUA and DAL.
Posted Wed Jun 02, 05:13 pm ET by Zacks Equity Research
Health technology holds the promise of improved operating efficiencies for many parts of the healthcare industry, hospitals included. We recommend MOH, BIOS and ZOLL.
Posted Wed May 26, 04:36 pm ET by Zacks Equity Research
After the sharp declines in the last two years, we expect worldwide chemical production (excluding pharmaceuticals) to recover, albeit at a slow rate. We are partial to DOW, AGU, CF and POT.
Posted Mon May 24, 05:36 pm ET by Zacks Equity Research
Governments, most notably China, have increased their financial support for solar projects. China is aiming at increasing its installed solar power capacity to 2 GW by 2011 from 140 MW capacity at fiscal-end 2008. Thus, we prefer JASO and CSUN.
Posted Wed May 19, 01:05 pm ET by Zacks Equity Research
The U.S. banking industry still remains in question due to several negatives, including asset-quality troubles, drawbacks of new regulations and the continuation of both residential and commercial real estate loan defaults. We are most favorable on Commerce Bancshares.
Posted Mon May 17, 03:26 pm ET by Zacks Equity Research
On the whole, we expect oil prices in 2010 to be higher than the 2009 levels, but remain significantly below the 2008 peak levels. We are favorable toward PBR, PTR, ACGY, CLB and FTI.
Posted Wed May 12, 03:05 pm ET by Zacks Equity Research
China and India's per capita consumption levels are graduating to U.S./European levels, which could -- theoretically, at least -- double metal demand in the longer term. We are favorable on FCX, X, STLD, NUE and ABX.
Posted Mon May 10, 03:53 pm ET by Zacks Equity Research
The global medical devices industry is fairly large, with annual worldwide sales in 2009 in excess of $220 billion. The U.S. accounts for approximately 41% of this market. We are more favorable on MDT, HAE, BSX, STJ and BDX.
Posted Wed May 05, 05:41 pm ET by Zacks Equity Research
In the midst of what is expected to be a moderate recovery, there are three potential drivers of net income growth for the restaurant industry: unit expansion, improved same-store sales and cost cuts. We like BWLD, MCD and CMG.
Posted Mon May 03, 04:37 pm ET by Zacks Equity Research
Competition within the segments of the industry has reduced, which is consolidating through mergers and acquisitions. We have Buy recommendations on GNW, ACAP, HALL, IPCC and NYM.
Posted Wed Apr 28, 04:05 pm ET by Zacks Equity Research
Biotech companies that could be acquisition targets provide opportunities for significant returns. Here, we would like to mention two companies that could be potential take-out targets – Biogen Idec and Acorda Therapeutics.
Posted Fri Apr 23, 05:05 pm ET by Zacks Equity Research
The U.S. Real Estate Investment Trust (REIT) industry continued its strong performance in first quarter 2010 that started with the recovery at year-end 2009. We are bullish on AGNC, VNO and SPG, but not on DDR or BRE.
Posted Wed Apr 14, 03:38 pm ET by Zacks Equity Research
The SIA attributed the better-than-expected performance in 2009 to much superior inventory management than in the prior downturn, new product launches and strength in the consumer and PC markets toward the end of the year. We recommend AMAT, KLAC, NVLS, TXN and LLTC, among others.
Posted Mon Apr 12, 01:28 pm ET by Zacks Equity Research
While we currently don’t have an Outperform recommendation on aircraft and engine manufacturers, we have positive outlooks on UTX, BA and HON.
Posted Thu Apr 08, 05:39 pm ET by Zacks Equity Research
The recent economic crisis has provided an impetus to a massive structural change in the auto industry, setting the stage for growth over the next decade.
Posted Wed Mar 31, 02:23 pm ET by Zacks Equity Research
To curb shrinking advertising revenue and improve market shares battered by the recent economic downturn, the publishing companies are now even considering charging readers for online content. We are favorable on McClatchy, but not The Washington Post.
Posted Mon Mar 29, 05:05 pm ET by Zacks Equity Research
We believe it would be a perfect time to get involved with non-U.S. bank stocks for long-term investments, as valuations are now comparatively cheaper. Among our recommendations are BMO, RY, RBS, HDB and IBN.
Posted Mon Mar 22, 02:13 pm ET by Zacks Equity Research
The improving economic scene, both here in the U.S. as well as worldwide, is the main driver of the current oil rally that has seen the commodity breaching the $80 per barrel level. We are positive on PBR, PTR, ACGY and HP.
Posted Wed Mar 17, 03:23 pm ET by Zacks Equity Research
According to our assessment, overall economic dynamics may shift in favor of the telecommunications industry, although at a very slow pace, primarily due to its basic nature of being a major infrastructure product for both the emerging and developed nations. We are favorable on VOD and VIV, but not on USM, LEAP or FTE.
Posted Mon Mar 15, 04:37 pm ET by Zacks Equity Research
Of late, coal prices have been recovering, prompted by increased U.S. and Chinese coal consumption. We are positive on large coal companies like Peabody and Arch, but not the MLPs like Natural Resource Partners or Penn Virginia.
Posted Wed Mar 03, 03:43 pm ET by Zacks Equity Research
We believe that investors in this sector should be mindful of the different drivers and appropriate metrics associated with the various sub-sectors. We are favorable on HNT, BIOS and ZOLL.
Posted Mon Mar 01, 02:24 pm ET by Zacks Equity Research
The operating environment in the hotels and lodging industry has continued to deteriorate in the last several quarters, and we expect the operating metrics to remain stretched in the near term. We believe that companies such as Marriott and Starwood are better positioned to command a premium room rate relative to the overall lodging industry.
Posted Wed Feb 24, 01:11 pm ET by Zacks Equity Research
Worldwide sales of semiconductors were $226.3 billion in 2009, significantly better than the $219.7 billion forecasted for the year. We favor AMAT, KLAC and NVLS.
Posted Wed Feb 17, 04:49 pm ET by Zacks Equity Research
Although these companies have recovered from their lows, their valuations are still significantly lower than their 52-week highs. We like JASO, TSL and RTK.
Posted Thu Feb 11, 12:39 pm ET by Zacks Equity Research
Airlines are highly susceptible to negative financial impacts caused by major changes in the global economy that drive sudden severe swings in costs or revenues. We remain wary of Republic Airways, Ryanair and TAM.
Posted Mon Feb 08, 01:13 pm ET by Zacks Equity Research
We expect the overall condition to improve in the second half of 2010, should the economic recovery accelerate. Our recommendations include PartnerRe, Manulife, Hartford, EMC Insurance and Max Capital Group.
Posted Wed Feb 03, 02:38 pm ET by Zacks Equity Research
The Treasury’s requirement of focusing banking institutions towards higher-quality capital will help banks absorb big losses. Specific banks that we like with a Zacks #1 Rank (Strong Buy) include BANF, FCVA and BBNK.
Posted Mon Feb 01, 04:36 pm ET by Zacks Equity Research
In our portfolio, we see growth potential in companies dealing with cardiovascular devices and surgical equipment, Neuro, blood-related and disposable products. Names in this list include Medtronic, Inc., Intuitive Surgical, Inc., Boston Scientific Corporation, St. Jude Medical Inc. and Becton, Dickinson and Company.
Posted Thu Jan 28, 03:09 pm ET by Zacks Equity Research
The next five years are expected to reflect a significant imbalance between new product introductions and patent losses. We discuss ABT, JNJ, PFE and MRK.
Posted Mon Jan 25, 02:18 pm ET by Zacks Equity Research
During the fourth quarter of 2009, total returns for the FTSE NAREIT Equity Index was 9.39%, vs. a 5.5% and 7.5% gain for the S&P 500 and the Dow Jones Industrials, respectively. We like AGNC, VNO and SPG.
Posted Wed Jan 20, 04:33 pm ET by Zacks Equity Research
World crude demand for 2009 was below the 2008 level, which itself was below the 2007 level -- the first time since the early 1980’s of two back-to-back negative growth years.
Posted Fri Jan 15, 02:36 pm ET by Zacks Equity Research
The industry is still evolving, so data collection and evaluation are particularly difficult. We look favorably on AMZN, EXPE, GOOG, VCLK and GOOG.
Posted Mon Jan 11, 03:21 pm ET by Zacks Equity Research
Newspapers have fared far worse than magazines, as web-based news options have proliferated in recent years. That said, we are still favorable on McClatchy and The New York Times.
Posted Thu Jan 07, 12:12 pm ET by Zacks Equity Research
The industry continues to be challenged by the regulatory uncertainties and massive health care restructuring.
Posted Wed Jan 06, 03:07 pm ET by Zacks Equity Research
The industry is rather concentrated in structure, with a few producers accounting for the lion’s share of sales. We like FCX, AA, X, STLD and NUE.
Posted Mon Jan 04, 01:28 pm ET by Zacks Equity Research
It may be too early to predict any improvement in the restaurant industry, which is grappling with sluggish consumer demand, but we do like BWLD, MCD and CMG.
Posted Tue Dec 29, 03:50 pm ET by Zacks Equity Research
The recent economic crisis has provided an impetus to a massive structural change in the auto industry, setting the stage for growth over the next decade.
Posted Mon Dec 21, 05:20 pm ET by Zacks Equity Research
Although non-U.S. banks are still dealing with liquidity and confidence challenges, governments have taken several steps to alleviate the sector, as banks are the lifeblood of the economy. We recommend SAN, CS, DB, HBC and BCH.
Posted Thu Dec 17, 03:08 pm ET by Zacks Equity Research
Health technology holds the promise of improved operating efficiencies for many parts of the healthcare industry, hospitals included. We recommend BioScrip, as well as ZOLL Medical and Humana.
Posted Tue Dec 15, 02:05 pm ET by Zacks Equity Research
We see a silver lining for the telecommunications industry in this challenging environment as the valuation level now reflects remedial conditions in the economy. Our Outperform recs include QCOM, VOD, CHL, DOX and VIV.
Posted Wed Dec 09, 02:23 pm ET by Zacks Equity Research
In our opinion, consumer electronics sales in the holiday season will be robust. We have Outperform ratings on AAPL, HPQ, TTWO, ERTS and AMZN.
Posted Mon Dec 07, 12:03 pm ET by Zacks Equity Research
We remain positive on reinsurer PartnerRe Ltd. due to its excellent underwriting abilities, strong capitalization, solid ratings and reputation in the market, which will enable it to take advantage of the stronger demand and better pricing being witnessed currently. We also have strong Outperform ratings on Nymagic Inc., The Travelers Companies, Inc. and United America Indemnity, Ltd.
Posted Wed Dec 02, 12:10 pm ET by Zacks Equity Research
The industry has come a long way since the last downturn, with most of the players streamlining operations and transferring more routine production to low-cost locations.
Posted Mon Nov 30, 11:48 am ET by Zacks Equity Research
In a climate of high fuel prices and increased awareness of environmental sustainability, the distant future of rail looks good.
Posted Wed Nov 25, 03:13 pm ET by Zacks Equity Research
It will be more of a challenge for the retail business to attract customers to their outlets and online stores.
Posted Wed Nov 18, 02:54 pm ET by Zacks Equity Research
With some early signs of economic recovery, we believe that hotel occupancy will improve in the fourth quarter of 2009 and in 2010.
Posted Thu Nov 12, 04:40 pm ET by Zacks Equity Research
The largest drivers of steel consumption have historically been the automotive and construction markets, which make up more than 50% of total steel consumption.
Posted Mon Nov 09, 04:47 pm ET by Zacks Equity Research
The next five years are expected to reflect a significant imbalance between new product introductions and patent losses.
Posted Thu Nov 05, 04:16 pm ET by Zacks Equity Research
High levels of product inventories (particularly gasoline), along with still higher supplies, will limit any sustained crude gains, in our view.
Posted Wed Nov 04, 05:00 pm ET by Zacks Equity Research
Earlier this year, quite a few alternative energy companies were in the trough. These companies have recovered from their lows.
Posted Tue Nov 03, 03:27 pm ET by Zacks Equity Research
Smaller, niche companies may accelerate hiring as the United States garners resources to protect ground troops and strategic computer networks.
Posted Mon Oct 26, 12:35 pm ET by Zacks Equity Research
Though almost all carriers are expected to post negative earnings in 2009, we favor Southwest Airlines and JetBlue going forward.
Posted Thu Oct 22, 01:06 pm ET by Zacks Equity Research
Both new and existing home sales have increased during the last four consecutive months and are now 32% and 17% above their recent lows, respectively. We like AGNC and SPG.
Posted Mon Oct 19, 02:13 pm ET by Zacks Equity Research
The U.S. restaurant industry, which constitutes fast food, casual dining and upscale chains, is facing its toughest times in three decades.
Posted Thu Oct 15, 03:20 pm ET by Zacks Equity Research
We see growth potential in companies dealing with cardiovascular devices and surgical equipment, blood related products, and associated consumables.
Posted Wed Oct 14, 03:25 pm ET by Zacks Equity Research
Companies in the telecommunications industry continue to be at the forefront in terms of mergers and acquisitions.
Posted Tue Oct 13, 02:19 pm ET by Zacks Equity Research
While the bigger banks benefited greatly from the various programs launched by the government, many smaller banks are still in a very weak financial state.
Posted Fri Oct 09, 03:35 pm ET by Zacks Equity Research
The U.S. Electrical Products industry is highly fragmented, with the largest suppliers together accounting for only a small percentage of total sales.
Posted Thu Sep 17, 12:27 pm ET by Zacks Equity Research
Our near-term (6-18 months) outlook for the coal industry has improved somewhat from our previous neutral sentiment to a more positive undertone.
Posted Mon Sep 14, 03:07 pm ET by Sheraz Mian
Our view is that oil should be able to hold onto its recent gains and consolidate around current levels, provided this favorable economic view remains in place.
Posted Fri Aug 14, 01:34 pm ET by Zacks Equity Research
The strong relative performance of retailing stocks thus far has been due to low expectations, "less bad" sales declines and cost cutting efforts. We discuss Whole Foods, Winn-Dixie and Safeway.
Posted Thu Aug 06, 03:37 pm ET by Zacks Equity Research
Long-term growth of the healthcare sector overall continues to be fuelled by aging of the population and decisions in Congress related to government funding. We discuss UHS, MD and AGP.
Posted Mon Aug 03, 01:53 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 would continue to avoid lodging companies such as Starwood and Marriott.
Posted Fri Jul 31, 04:14 pm ET by Ann Northrop, CFA
While there are pockets of opportunity in the sector, we think the recovery will be slower than anticipated by the market. We are favorable on DRI and BWLD, but not on BJRI or RRGB.
Posted Thu Jul 30, 02:15 pm ET by Greg Sukenik
In this environment, we like well-capitalized companies that have adequate liquidity to fund maturing debt at least through 2010. We like Avalon Bay and Vornado.
Posted Wed Jul 29, 02:11 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 -- similar to what we expect for certain regional banks in the US. Our Buy recommendations include ITUB, SAN and HDB.
Posted Tue Jul 28, 04:14 pm ET by Paul Raman, CFA
The slowdown in the U.S./Europe/Japanese economies remains a negative issue facing producers. We discuss Newmont, Kinross and Harmony Gold.
Posted Mon Jul 27, 04:03 pm ET by Ian T. Gilson, CFA, Ph.D
It appears that the worst is over as demand for computers and Flat Panel Display TVs is showing more strength than would be expected on a seasonal basis. We discuss AAPL, PALM, S, BBY, LPL and GLW.
Posted Tue Jul 21, 04:19 pm ET by Ann Heffron, CFA
We would avoid companies that are in very volatile industries, such as shipping and airlines. Stock prices in these industries can display enormous gains and losses on a frequent basis and are not for the faint of heart. We have Sells on OSG, CEA, DRYS, EXM and FDX.
Posted Mon Jul 20, 01:40 pm ET by Paul Raman, CFA
The global slowdown in economic growth will directly affect the chemical industry. Celanese is rated a Sell due to weak demand growth.
Posted Fri Jul 17, 03:29 pm ET by David Weissman, CFA
Qualcomm and China Mobile have significant cash, and each has unique exposure to wireless and international business, along with strong balance sheet positions to sustain their expansion initiatives.
Posted Thu Jul 16, 01:43 pm ET by Abdul Saleh
Generally speaking, a downturn is when investment in IT is most critical because these investments can make operations more efficient. This idea is one reason why we think that the tech sector would weather a downturn better than other parts of the economy. SAP, Fiserv and Intuit offer opportunities.
Posted Wed Jul 15, 03:34 pm ET by Paul Raman, CFA
AutoZone is a Buy due to improving same-store sales and a resurgence in the used car and auto parts market. TRW Automotive is a Buy due to restructuring.
Posted Tue Jul 14, 03:24 pm ET by Christopher Titus, CFA
In the coming year, investors should allocate funds to companies with high earnings quality profiles. We like St. Jude Medical, Baxter International and C.R. Bard.
Posted Mon Jul 13, 10:39 am ET by Neena Mishra
For the last few quarters, the banks have mainly suffered due to the losses in mortgages and Commercial Real Estate. We have a Buy on Ocwen, but Sells on Wilmington Trust, KeyCorp, Zions Bancorp and Sallie Mae.
Posted Fri Jul 10, 10:21 am ET by Steven Ralston, CFA
It is expected that stocks in the Consumer Staples sector will underperform as cyclical stocks begin to discount the recovery out of the current global economic recession. In particular, we have Sells on Altria and Reynolds.
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.
Sponsored Links 
