Sentences with phrase «at cyclical highs»

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

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.

Not exact matches

«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.

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.

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

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

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.

At the same time, higher rates generally are a sign of an improving economy, boosting the case for adding exposure to cyclical sectors, which have tended to outperform when the economy is strong.

In other English - speaking countries, interest rates that intermediaries currently charge businesses are generally higher than at their previous cyclical low point for the decade.

The move comes at a time when U.S. new car and truck sales are at an all - time high and investors are watching closely for signs of a possible downturn in the highly - cyclical industry.

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...

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).

But even the rest of us who are not competing at a high level have to maintain a cyclical periodicity by choice, or it will be forced upon us in the form of burnout, illness, or injury.

With cyclical companies, P / E ratios are typically lowest at the cycle peak, when companies have peak earnings, and high - to - nonexistent P / E ratios at the cycle trough.

Essentially, a secular bull period comprises several cyclical bull - bear cycles, where each bull market achieves a successively higher level of market valuation at its peak.

He accurately observed that cyclical stocks trade at low PE's at times of economic tops and high PE's when the market is low.

As with most cyclicals, its earnings multiple will appear the highest when results are at their lowest point because investors are anticipating higher earnings in the future.

The low beta, or relative risk and performance to the market, will show that these stocks tend to either perform better - or at least not as poorly - as cyclical stocks in bad times and will usually not be most investors» focal points during the boom part of the business cycle when investors are busy chasing technology stocks and high - growth companies.

The stock market is cyclical, it will keep having highs & lows but in the long term (10 years or more) the returns have been almost similar despite the market condition at the time of making the investment.

Debt's far too high, and debt reduction needs to be the primary focus for such a cyclical stock (I'm actually disappointed at the recent dividend announcement).

So while we don't believe that the record high gold / XAU ratio can be taken entirely at face value, there's no question that it is elevated even on a cyclical basis (that is, even allowing for a gradual structural increase over time), and there's no question in the data that cyclically elevated gold / XAU ratios have been associated with strong subsequent gains in the XAU index over a 3 - 4 year period on average, though certainly not without risk or volatility.

The vacancy has not budged all year, wedged at a level that is only 80 basis points below the cyclical high observed four years ago.

Is it because of the relatively high turnover in real estate that we so readily forget the boogiemen of the past and fail to recognize the same old ghost in a new bed sheet who emerges in a poltergeist - like cyclical event, usually to a standing ovation from some circuit speaker at one of our conventions?

In addition to traditional competitors, there has been a significant increase in new competition from private equity funds that have a cyclical high amount of capital to put to work, says Steven Schwartz, a partner heading the acquisitions group at Torchlight Investors, an investment management firm based in New York City.

The National Association of Home Builders / Wells Fargo Housing Market Index checked in at 72, close to a cyclical high.

Still, the increase in rent pales in comparison to the drastic fall in the vacancy rate, down from a cyclical high of 8 percent at the end of 2008, according to Reis.

As of the fourth quarter of 2012, the NW / DPI measure stood at a value of 5.43, above the historical level of 5.24 and significantly higher than the cyclical low of 4.8 set during the beginning of 2009.