Sentences with phrase «at cyclical»

In addition, the for - profit construction vs. inventory pipeline is stable at 2.5 %; whereas the not - for - profit seniors housing pipeline is at a cyclical low of 1.5 %.

We also believed that, in 2010, Medicare reimbursement for skilled nursing was at a cyclical high and as such did not invest at that time in skilled nursing.

Fundamentals remain healthy, with occupancies plateauing at cyclical highs above 65 percent, per STR, and room rates continuing to rise modestly.

As we continue our week long series Rise of Rebellion, we take a look at the cyclical nature of conflict and growth through the work of Philip Guston and the wisdom of Peter Clemenza in our latest article by Andrew Tosiello.

Rise of Rebellion: DailyServing's latest week - long series As we continue our week long series Rise of Rebellion, we take a look at the cyclical nature of conflict and growth through the work of Philip Guston and the wisdom of Peter Clemenza in our latest article by Andrew Tosiello.

Next look at the cyclical bear market that began in the Fall 2000 and ended in March 2003.

The ratio itself may not be predictive because it ignores whether earnings are at a cyclical peak.

The main reason for this is that when inflation rises, usually earnings do also, at least at cyclical companies.

The most recent data shows the former is at cyclical lows, while the long - time unemployed remain at elevated levels.

Although you're looking at cyclical results by the very nature of the business models, many of those stocks out there with 40 or 50 consecutive years of dividend increases hail from that sector of the economy.

The film is less a didactic parable wagging a finger at the cyclical nature of violence and much more of a melancholy lamentation of how clashing dogmas lead us to hate the other based entirely on how we perceive their otherness.

The market is missing the positive revenue picture due to recent unrelated issues at cyclical stocks.

I'll leave it to others to chime in whether forward P / E's are useful or not given the fact they typically overstate earnings and I'll ignore that earnings may be at a cyclical peak (more on the latter here).

Similarly, the sentiment regarding, and interest in, the mining stocks is at a low level seen at cyclical bottoms in the precious metals sector (Oct 2008, Dec 2015):

But I would note that it certainly looks like it is at a cyclical low - this is the sort of thing you see towards the end of a cycle, not the beginning.

The S&P 500 registered a record high after an advancing half - cycle since 2009 that is historically long - in - the - tooth and already exceeds the valuation peaks set at every cyclical extreme in history but 2000 on the S&P 500 (across all stocks, current median price / earnings, price / revenue and enterprise value / EBITDA multiples already exceed the 2000 extreme).

If we aren't spending, profits at cyclical companies head south.

In this week's edition we look at US economic confidence reaching almost record highs, the Energy Sector at a cyclical / structural low point in the S&P 500, the astonishing performan...

A market low here and now would compete with the 2002 - 2003 lows for the highest valuation observed at a cyclical market trough.

It raises prickly issues and also hints at cyclical excess.

The supply of flights is at a cyclical low and is inviting new competition into the mix as we speak.

As is often the case at a cyclical turning point, the inventory cycle played a large initial role in the US upturn, but there were a number of other important contributing factors.

Against this difficult backdrop, many firms are asking their LPs to make new accelerated commitments to their next fund, exactly when evaluation is most difficult and anxiety may be at a cyclical peak.

The pan-regional STOXX 600 dropped 0.5 % as traders took aim at cyclical sectors like mining and financials after their strong run this month.

«If you look at our cyclical experience in the past, we've tended to come off the bottom relatively quickly.

Not exact matches

«The insolvency business is cyclical, and we're at least a year overdue for shedding blood in the system,» Terrio says.

Caterpillar shares have traded at around 11, 12 and 13 times in the past and as we get closer to the sector's cyclical peak — which may be in 2016, says Tiss — then the stock could get less expensive.

«At this point, and in the context of oil prices that are within striking distance of what we envision to be cyclical highs over the next 6 to 12 months, we think the Exxon short has essentially run its course,» Raymond James analyst Pavel Molchanov wrote.

«A bear market in bonds calls for more than a global cyclical upswing, as not all forces that dragged yields down over the past decades have suddenly vanished,» argued Peter van der Welle, a strategist at Robeco.

The car rental business came full circle: Suddenly, Enterprise's slew of downtown locations — used by people whose cars are in the shop or who don't own cars at all — offered a less cyclical, more profitable model.

It's also worth looking at companies that sell to less cyclical industries.

Analysts at the bank, in a research note Tuesday, also said that growth was mostly due to cyclical reasons, but added that it has further room to run if Italian companies invest more.

Maury Obstfeld, economic counsellor and research department director at the IMF, told CNBC Monday that there was a broad cyclical upswing but many of the factors driving growth were temporary in nature.

Beta looks at how cyclical a stock is compared with the comparable index.

Estimating the CABB requires breaking down the budget balance into two components: the «structural balance» we would observe if the economy was operating at capacity and the cyclical factor.

Beyond the cyclical uncertainties affecting trading volumes, there may also be structural factors at play, particularly an official rethink of the benefits of open capital accounts, and fast - money cross-border capital flows in particular.

Many investors seem to believe that the cyclical factors that have brought valuations to the current precipice will maintain valuations at a permanently high plateau, or even allow them to advance indefinitely.

While a number of simple measures of valuation have also been useful over the years, even metrics such as price - to - peak earnings have been skewed by the unusual profit margins we observed at the 2007 peak, which were about 50 % above the historical norm - reflecting the combination of booming and highly leveraged financial sector profits as well as wide margins in cyclical and commodity - oriented industries.

Slater says that at the moment his fund is leaning towards a continuation in the rally of global cyclical stocks that have surged since the US presidential election and are reducing their shorts at the margin.

A terrorist attack, natural disaster, act of war, or just a cyclical event, has no wiggle room at a 0 - 0.25 % Fed interest rate.

Kessel argued that the yield curve tended to flatten or invert at or near cyclical peaks in economic activity.

In fact, given that the U.S. labor market likely experienced its cyclical peak at the end of 2015 and the Fed began raising rates too late in my opinion, current Fed Funds futures are pricing in essentially only one hike in 2016, according to data accessible via Bloomberg.

But it is extremely important to understand: it is the inflation - adjusted risk - free interest rate in an economy — the real interest rate that is neither stimulative nor contractionary when an economy is operating at full capacity without cyclical forces at play, thus balancing desired savings and investment.

But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.

Therefore, we think it should be valued at a much higher multiple than more cyclical companies.

Muckerman: One thing that you will look at with these cyclical industries that rely on oil and gas and commodities.

From our perspective, stocks in less cyclical sectors, such as utilities and consumer staples, generally offered much less value and appeared to be trading at steep valuations.

Priced at just over 11x expected 2012 earnings (plus goodwill amortization), Parker is valued like other highly cyclical businesses.

Should we be taking profits when we are up a bit and either holding onto the dry gunpowder with the hopes of a drop (Something I personally do not plan on doing as nobody knows where the market will go) or should we cycle through our gains into cyclical industries that may be struggling at the moment?

After the third longest bull market advance on record, fresh deterioration in key trend - following components within our measures of market internals (see Support Drops Away) recently joined this extended, overvalued, overbought, overbullish peak, even as the S&P 500 hovers at the top of its monthly Bollinger bands (two standard deviations above the 20 - period average) and cyclical momentum rolls over from a 9 - year high.