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Archive for the Industrials Category

Forget The Dips, Sell The Rips – David Stockman’s Contra Corner 08-24-15

Salient to Investors: David Stockman writes: The S&P 500 has sliced through both the 50-day and 200-day moving averages. 2130 on the S&P 500 will prove to be a generational high.  CAT, China, European luxury brands, the NASDAQ Biotech Index are shorts. Expect the Fed to announce they are well short of

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Dividend Stocks Could Be Dangerous in 2015, Ketterer Says – Bloomberg 12-31-15

Salient to Investors: Sarah Ketterer at at Causeway Capital Mgmt said: Buying energy stocks very incrementally as oil prices eventually reach a floor and rise again but no idea when. Looks for companies with tremendous financial strength that can continue to pay dividends. Smart companies will use  their balance sheet strength to buy

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Aberdeen Asset Sells Health-Care to Buy Industrial Stocks – Bloomberg 09-09-14

Salient to Investors: Martin Connaghan at Aberdeen Asset Mgmt said: Buying industrial stocks with stable revenue and selling health-care stocks as uncertainty about the global economy has caused cyclicals to lag pharma and other defensive stocks by a margin that is too wide to ignore. The outlook for cyclical stocks

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U.S. Rate Rise Sends High-Dividend Stocks Lower: EcoPulse – Bloomberg 12-12-13

Salient to Investors: Brad Kinkelaar at Pimco said: The underperformance of many high-dividend stocks in the past 8 months shows a sentiment shift already is under way. If rates continue to rise through 2014, albeit gradually, telecom, utility and REITs should continue to underperform the market. Look for stocks with

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Goldman Sees S&P 500 Falling 10% Next Year Before Rally to 1,900 – Bloomberg 11-26-13

Salient to Investors: David Kostin at Goldman Sachs said: The S&P 500 will fall 10 percent in the next 12 months before rebounding to end 2014 at 1,900, end 2015 at 2,100 and end 2016 at 2,200. The overall market should rise because the US economy will be getting better.

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Americans With Best Credit in Decades Drive U.S. Economy – Bloomberg 08-05-13

Salient to Investors: Joseph Carson at AllianceBernstein said: Household finances are in the best shape in decades, and the US is entering a new, stronger growth phase as healthier finances revive borrowing, spur consumer spending, generate business investment and jobs. Household wealth measured by net worth rose to $70.3 trillion in Q1,

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Confidence in U.S. Consumer Stocks Seen at UBS: Chart of the Day – Bloomberg 05-28-13

Salient to Investors: Jonathan Golub at UBS recommends overweighting consumer-discretionary stocks. Golub said consumer strength will have a positive impact on a host of industries, whereas businesses remain hesitant to put cash to work. Golub is neutral on industrial and tech stocks. The consumer-discretionary index is the top performer among the S&P 500’s

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Consumer Stocks Challenged Even With Solid U.S. Spending – Bloomberg 01-15-13

Salient to Investors: James Paulsen at Wells Capital Mgmt said job creation, tame inflation and rising home prices support solid retail spending in 2013, but consumer cyclicals may underperform the market because these positive economic trends are already discounted – the S&P 500 GICS Consumer Discretionary Sector Index has outperformed the broader market by

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Stock Inflows Beat Bonds First Time in 10 Weeks, Citigroup Says – Bloomberg 11-29-12

Salient to Investors: Markus Rosgen and Yue Hin Pong at Citigroup said EPFR Global reported stock funds this week had their second-largest weekly inflows in 2012 and more than the inflows into bond funds, while US funds reversed an outflow trend and Asia attracted the second-largest inflows this year. Pong said most economic data have positively

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Best Performing Russell 3,000 Stocks And Sectors In 2012 – Seeking Alpha 09-24-12

Salient to Investors: Smaller stocks are outperforming larger stocks in 2012. Top sector is healthcare, followed by consumer discretionary, telecom and financials. Bottom is utilities, followed by energy, industrials, technology, consumer staples and materials. Read the full article at http://seekingalpha.com/article/884011-best-performing-russell-3-000-stocks-and-sectors-in-2012?source=intbrokers_regular

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